AB Relative Value (CBBYX)

Q2 2024 vs Q1 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Ascentis Wealth Management, LLC

NEW

Shares3,839

Change+3,839

Value$24.5K

Filed 2025-04-21

ORG Partners LLC

CLOSED

Shares0 from 3,839

Change-3,839 (-100%)

Value$0 (-$25.6K)

Filed 2025-04-21

	Status
Ascentis Wealth Management, LLC	NEW	3,839	—	+3,839	—	—	$24.5K	—	2025-04-21
ORG Partners LLC	CLOSED	0	3,839	-3,839	-100%	$25.6K	$0	-$25.6K	2025-04-21

Showing 2 of 2 institutions