Institutional ownership
Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions
Latest institutional filings
| Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
|---|---|---|---|---|---|---|---|
|
13F-HR
|
Greenwood Capital Associates | 47.25 k | 26 Jan 23 | 31 Dec 22 | 47.10 k | 0% | 30 Sep 22 |
|
13F-HR
|
Asset Dedication | 100.00 | 19 Jan 23 | 31 Dec 22 | 100.00 | 0% | 30 Sep 22 |
|
13F-HR
|
Dynamic Advisor Solutions | 20.43 k | 12 Jan 23 | 31 Dec 22 | 18.74 k | +9% | 30 Sep 22 |
|
13F-HR
|
California State Teachers Retirement System | 1.41 k | 18 Nov 22 | 30 Sep 22 | 1.52 k | -8% | 30 Jun 22 |
|
13F-HR
|
Proequities | 0.00 | 15 Nov 22 | 30 Sep 22 | 0.00 | 30 Jun 22 | |
|
13F-HR
|
Royal Bank Of Canada | 8.70 k | 14 Nov 22 | 30 Sep 22 | 8.00 k | +9% | 30 Jun 22 |
|
13F-HR
|
Renaissance Technologies | 13.90 k | 14 Nov 22 | 30 Sep 22 | 13.00 k | +7% | 30 Jun 22 |
|
13F-HR
|
Morgan Stanley | 363.00 | 14 Nov 22 | 30 Sep 22 | 354.00 | +3% | 30 Jun 22 |
|
13F-HR
|
Northern Trust | 2.55 k | 14 Nov 22 | 30 Sep 22 | 2.25 k | +14% | 30 Jun 22 |
|
13F-HR
|
Carlson Capital L P | 9.09 mm | 14 Nov 22 | 30 Sep 22 | 9.09 mm | 0% | 30 Jun 22 |
About this data
This data is updated daily from 13F, 13D and 13G SEC filings.
Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.
SWKH 5-year stock price
Institutional ownership trends
Institutional shares (*long positions only)
Institutional ownership (% of outstanding shares)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)
Institutional ownership history data
All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%