CapEdge
Loading...
Advanced
What's new? Log in Free sign up
  • Home
  • Sectors & IndustriesSectors
  • Earnings
  • IPOs
  • SPACs
  • Transcripts
  • Insider
  • Institutional
  • Crypto
  • Screeners
  • Reddit
  • Splits
  • Company Dashboard
  • Filings
  • Holdings
  • ETFs
  • Institutional

Acima Private Wealth

Company Profile

Company profile

Website
www.acimaprivatewealth.com
Employees
Incorporated
Virginia
Location
Virginia
Fiscal year end
Dec 31
SEC CIK
0001761961
IRS number
474139393
SEC advisor number
801-110385
FINRA CRD number
281496
AUM ?
$307.11 mm (as of 1 Apr 22)
Accounts
63 (as of 1 Apr 22)
Employees
6 (6 investment advisory or research)
Address
Acima Private Wealth
1801 BAYBERRY COURT
SUITE 301
RICHMOND
VA 23226
Phone
804 422 8450
Brochures
  • Acima Private Wealth - Wrap Fee Brochure - MARCH.1.2020 (31 Mar 21)
  • Amended Adv Part 2 (23 Aug 21)
  • Acima Private Wealth - Form Adv Part 2A - MARCH.29.2021 (1 Apr 22)
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Mar 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
1 May 20
13F-HR
Quarterly holdings report by institutional manager
24 Jan 20

Institutional ownership, Q3 2022

Acima Private Wealth institutional ownership history Ownership history
13F holders Current Prev Q Change
Total holders 14 23 -39.1%
Opened positions 1 2 -50.0%
Closed positions 10 25 -60.0%
Increased positions 2 4 -50.0%
Reduced positions 9 11 -18.2%
13F shares Current Prev Q Change
Total value 28.28 mm 65.44 mm -56.8%
Total shares 461.17 k 1.26 mm -63.3%
Total puts 16.60 k 39.00 k -57.4%
Total calls 32.90 k 44.00 k -25.2%
Total put/call ratio 0.5 0.9 -43.1%
Largest owners Shares Value Change
BCS Barclays 344.50 k $21.13 mm -55.5%
Savior 31.52 k $1.93 mm +0.7%
Old Mission Capital 24.66 k $1.51 mm -57.6%
Cetera Advisors 19.43 k $1.19 mm NEW
Parallax Volatility Advisers 12.00 k $736.00 k -7.7%
Susquehanna International 10.10 k $619.00 k -83.8%
Jane Street 5.69 k $349.00 k -97.1%
Citadel Advisors 4.97 k $304.00 k NEW
Cutler 2.38 k $145.00 k +12.2%
UBS UBS Group AG - Registered Shares 2.32 k $143.00 k -13.1%
Largest transactions Shares Bought/sold Change
BCS Barclays 344.50 k -429.50 k -55.5%
Jane Street 5.69 k -192.60 k -97.1%
Susquehanna International 10.10 k -52.32 k -83.8%
Flow Traders U.s. 0.00 -36.31 k EXIT
Affinity Wealth Management 0.00 -35.01 k EXIT
Old Mission Capital 24.66 k -33.49 k -57.6%
Cetera Advisors 19.43 k +19.43 k NEW
Almanack Investment Partners 0.00 -15.00 k EXIT
CENTRAL TRUST 0.00 -11.00 k EXIT
Synergy Financial Management 0.00 -7.51 k EXIT
Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.
Finsight
Resources
  • Knowledgebase
  • Log In
  • Register
Company
  • About
  • Contact
  • Solutions
Products
  • Deal Roadshow
  • DealVDR
  • Evercall
  • Finsight.com
CapEdge
  • Earnings Calendar
  • Earnings Transcripts
  • EDGAR Filing Screener
  • IPO Calendar
  • Compliance
  • Privacy
  • Security
  • Terms
AngelList LinkedIn