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Advisors SER TR

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
PFG Investments, LLC
INCREASED
Shares17,771 from 14,997
Change+2,774 (+19%)
Value$272.5K (+$19.3K)
Filed 2025-04-22
Royal Bank of Canada
INCREASED
Shares3,003 from 1,597
Change+1,406 (+88%)
Value$46.0K (+$19.0K)
Filed 2025-11-21
UBS Group AG
DECREASED
Shares713 from 1,931
Change-1,218 (-63%)
Value$10.9K (-$21.7K)
Filed 2025-05-13
McClarren Financial Advisors, Inc.
NEW
Shares15
Change+15
Value$0
Filed 2025-05-09
Morgan Stanley
NEW
Shares1
Change+1
Value$19
Filed 2025-05-15
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Status
PFG Investments, LLC
INCREASED17,77114,997+2,774+19%$253.2K$272.5K+$19.3K2025-04-22
Royal Bank of Canada
INCREASED3,0031,597+1,406+88%$27.0K$46.0K+$19.0K2025-11-21
UBS Group AG
DECREASED7131,931-1,218-63%$32.6K$10.9K-$21.7K2025-05-13
McClarren Financial Advisors, Inc.
NEW15—+15——$0—2025-05-09
Morgan Stanley
NEW1—+1——$19—2025-05-15
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Showing 6 of 6 institutions