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
|
4Thought Financial | 12.23 k | 24 Apr 24 | 31 Mar 24 | 12.49 k | -2% | 31 Dec 23 |
13F-HR
|
Private Trust Co Na | 123.00 | 24 Apr 24 | 31 Mar 24 | 0.00 | +∞% | 31 Dec 23 |
13F-HR
|
Cambridge Investment Research Advisors | 8.78 k | 24 Apr 24 | 31 Mar 24 | 0.00 | +∞% | 30 Sep 23 |
13F-HR
|
Cookson Peirce & Co | 461.46 k | 23 Apr 24 | 31 Mar 24 | 424.80 k | +9% | 31 Dec 23 |
13F-HR
|
Total Clarity Wealth Management | 293.85 k | 22 Apr 24 | 31 Mar 24 | 259.70 k | +13% | 31 Dec 23 |
13F-HR
|
Vishria Bird Financial | 638.99 k | 22 Apr 24 | 31 Mar 24 | 634.42 k | +1% | 31 Dec 23 |
13F-HR
|
Strategic Financial Concepts | 21.78 k | 22 Apr 24 | 31 Mar 24 | 16.81 k | +30% | 31 Dec 23 |
13F-HR
|
Raymond James & Associates | 15.20 k | 22 Apr 24 | 31 Mar 24 | 11.60 k | +31% | 31 Dec 23 |
13F-HR
|
Raymond James Financial Services Advisors | 458.92 k | 22 Apr 24 | 31 Mar 24 | 295.77 k | +55% | 31 Dec 23 |
13F-HR
|
American National Bank & Trust | 26.90 k | 19 Apr 24 | 31 Mar 24 | 0.00 | +∞% | 30 Dec 15 |
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.
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%