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
|
Savant Capital | 22.12 k | 4 Nov 24 | 30 Sep 24 | 0.00 | +∞% | 30 Jun 24 |
|
13F-HR
|
Picton Mahoney Asset Management | 1015 | 4 Nov 24 | 30 Sep 24 | 0.00 | +∞% | 30 Jun 24 |
|
13F-HR
|
Sigma Planning | 78.45 k | 1 Nov 24 | 30 Sep 24 | 78.45 k | 0% | 30 Jun 24 |
|
13F-HR
|
STRS Ohio | 67.40 k | 1 Nov 24 | 30 Sep 24 | 67.40 k | 0% | 30 Jun 24 |
|
13F-HR
|
Powell Investment Advisors | 50.61 k | 1 Nov 24 | 30 Sep 24 | 50.00 k | +1% | 30 Jun 24 |
|
13F-HR
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13.65 k | 31 Oct 24 | 30 Sep 24 | 13.65 k | 0% | 30 Jun 24 |
|
13F-HR
|
Rosalind Advisors | 3.10 mm | 30 Oct 24 | 30 Sep 24 | 3.12 mm | 0% | 30 Jun 24 |
|
13F-HR
|
American Capital Advisory | 50.00 | 30 Oct 24 | 30 Sep 24 | 0.00 | +∞% | 30 Jun 24 |
|
13F-HR
|
Amalgamated Bank. | 4.60 k | 30 Oct 24 | 30 Sep 24 | 4.60 k | 0% | 30 Jun 24 |
|
13F-HR
|
Stoneridge Investment Partners | 15.03 k | 30 Oct 24 | 30 Sep 24 | 53.21 k | -72% | 30 Jun 24 |
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.
XERS 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%