Alpine 4 Holdings Inc

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

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

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Deer Management Co. LLC

UNCHANGED

Shares709,363 from 709,363

Change0 (0%)

Value$1.4M (+$1.1M)

Filed 2023-08-14

Vanguard Group Inc

CLOSED

Shares0 from 7,487,634

Change-7,487,634 (-100%)

Value$0 (-$3.8M)

Filed 2023-08-14

Geode Capital Management, LLC

CLOSED

Shares0 from 1,616,910

Change-1,616,910 (-100%)

Value$0 (-$824.6K)

Filed 2023-08-11

State Street Corp

CLOSED

Shares0 from 546,877

Change-546,877 (-100%)

Value$0 (-$278.9K)

Filed 2023-08-14

BlackRock Inc.

CLOSED

Shares0 from 425,729

Change-425,729 (-100%)

Value$0 (-$217.1K)

Filed 2023-08-11

Northern Trust Corp

CLOSED

Shares0 from 316,623

Change-316,623 (-100%)

Value$0 (-$161.5K)

Filed 2023-08-11

Cetera Advisors LLC

CLOSED

Shares0 from 197,187

Change-197,187 (-100%)

Value$0 (-$100.6K)

Filed 2023-08-10

CreativeOne Wealth, LLC

CLOSED

Shares0 from 195,643

Change-195,643 (-100%)

Value$0 (-$100)

Filed 2023-08-16

AE Wealth Management LLC

CLOSED

Shares0 from 150,000

Change-150,000 (-100%)

Value$0 (-$76.5K)

Filed 2023-07-10

Donaldson Capital Management, LLC

CLOSED

Shares0 from 144,000

Change-144,000 (-100%)

Value$0 (-$73.4K)

Filed 2023-07-17

US Bancorp \de\

CLOSED

Shares0 from 135,000

Change-135,000 (-100%)

Value$0 (-$68.9K)

Filed 2023-08-10

Bank of New York Mellon Corp

CLOSED

Shares0 from 66,889

Change-66,889 (-100%)

Value$0 (-$34.1K)

Filed 2023-08-03

Goldman Sachs Group Inc

CLOSED

Shares0 from 63,503

Change-63,503 (-100%)

Value$0 (-$32.4K)

Filed 2024-05-14

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 61,050

Change-61,050 (-100%)

Value$0 (-$31.1K)

Filed 2023-07-25

Credit Suisse AG/

CLOSED

Shares0 from 45,000

Change-45,000 (-100%)

Value$0 (-$23.0K)

Filed 2023-08-11

Country Trust Bank

CLOSED

Shares0 from 35,000

Change-35,000 (-100%)

Value$0 (-$17.9K)

Filed 2023-07-12

FinDec Wealth Services, Inc.

CLOSED

Shares0 from 33,904

Change-33,904 (-100%)

Value$0 (-$17.3K)

Filed 2023-07-19

W.G. Shaheen & Associates DBA Whitney & Co

CLOSED

Shares0 from 32,325

Change-32,325 (-100%)

Value$0 (-$16.5K)

Filed 2023-08-14

Millennium Management LLC

CLOSED

Shares0 from 26,977

Change-26,977 (-100%)

Value$0 (-$14)

Filed 2023-08-14

Group One Trading LLC

CLOSED

Shares0 from 24,424

Change-24,424 (-100%)

Value$0 (-$12.5K)

Filed 2023-08-09

Valeo Financial Advisors, LLC

CLOSED

Shares0 from 21,864

Change-21,864 (-100%)

Value$0 (-$11.2K)

Filed 2023-07-14

Fragasso Financial Advisors Inc

CLOSED

Shares0 from 20,758

Change-20,758 (-100%)

Value$0 (-$10.6K)

Filed 2023-07-10

Vantage Financial Partners, LLC

CLOSED

Shares0 from 17,000

Change-17,000 (-100%)

Value$0 (-$8.7K)

Filed 2023-08-08

Osaic Holdings, Inc.

CLOSED

Shares0 from 15,192

Change-15,192 (-100%)

Value$0 (-$7.7K)

Filed 2023-08-21

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 14,535

Change-14,535 (-100%)

Value$0 (-$7)

Filed 2023-08-14

Citadel Advisors LLC

CLOSED

Shares0 from 13,971

Change-13,971 (-100%)

Value$0 (-$7.1K)

Filed 2023-08-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 13,474

Change-13,474 (-100%)

Value$0 (-$6.9K)

Filed 2023-08-11

Bryn Mawr Trust Advisors, LLC

CLOSED

Shares0 from 13,000

Change-13,000 (-100%)

Value$0 (-$6.6K)

Filed 2023-08-11

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 12,813

Change-12,813 (-100%)

Value$0 (-$6)

Filed 2023-08-10

SeaCrest Wealth Management, LLC

CLOSED

Shares0 from 11,700

Change-11,700 (-100%)

Value$0 (-$6.0K)

Filed 2023-07-14

Personal CFO Solutions, LLC

CLOSED

Shares0 from 10,152

Change-10,152 (-100%)

Value$0 (-$5.2K)

Filed 2023-08-10

Morgan Stanley

CLOSED

Shares0 from 6,900

Change-6,900 (-100%)

Value$0 (-$3.5K)

Filed 2023-08-14

AdvisorShares Investments LLC

CLOSED

Shares0 from 6,884

Change-6,884 (-100%)

Value$0 (-$3.5K)

Filed 2023-08-09

Kozak & Associates, Inc.

CLOSED

Shares0 from 5,134

Change-5,134 (-100%)

Value$0 (-$2.6K)

Filed 2023-07-05

Wells Fargo & Company

CLOSED

Shares0 from 2,734

Change-2,734 (-100%)

Value$0 (-$1.4K)

Filed 2023-08-15

Private Ocean, LLC

CLOSED

Shares0 from 1,797

Change-1,797 (-100%)

Value$0 (-$916)

Filed 2023-07-21

City Holding Co

CLOSED

Shares0 from 1,710

Change-1,710 (-100%)

Value$0 (-$872)

Filed 2023-07-13

Royal Bank of Canada

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$1.0K)

Filed 2023-08-14

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$357)

Filed 2024-08-15

Bank of America Corp

CLOSED

Shares0 from 270

Change-270 (-100%)

Value$0 (-$138)

Filed 2023-08-14

Simplex Trading, LLC

CLOSED

Shares0 from 259

Change-259 (-100%)

Value$0 ($0)

Filed 2023-08-04

Cassady Schiller Wealth Management, LLC

CLOSED

Shares0 from 170

Change-170 (-100%)

Value$0 (-$87)

Filed 2023-08-10

FMR LLC

CLOSED

Shares0 from 141

Change-141 (-100%)

Value$0 (-$72)

Filed 2026-11-05

Bourgeon Capital Management LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$51)

Filed 2023-07-20

Ancora Advisors LLCA

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$51)

Filed 2023-08-14

UBS Group AG

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$1)

Filed 2023-08-11

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-08-10

	Status
Deer Management Co. LLC	UNCHANGED	709,363	709,363	0	0%	$361.8K	$1.4M	+$1.1M	2023-08-14
Vanguard Group Inc	CLOSED	0	7,487,634	-7,487,634	-100%	$3.8M	$0	-$3.8M	2023-08-14
Geode Capital Management, LLC	CLOSED	0	1,616,910	-1,616,910	-100%	$824.6K	$0	-$824.6K	2023-08-11
State Street Corp	CLOSED	0	546,877	-546,877	-100%	$278.9K	$0	-$278.9K	2023-08-14
BlackRock Inc.	CLOSED	0	425,729	-425,729	-100%	$217.1K	$0	-$217.1K	2023-08-11
Northern Trust Corp	CLOSED	0	316,623	-316,623	-100%	$161.5K	$0	-$161.5K	2023-08-11
Cetera Advisors LLC	CLOSED	0	197,187	-197,187	-100%	$100.6K	$0	-$100.6K	2023-08-10
CreativeOne Wealth, LLC	CLOSED	0	195,643	-195,643	-100%	$100	$0	-$100	2023-08-16
AE Wealth Management LLC	CLOSED	0	150,000	-150,000	-100%	$76.5K	$0	-$76.5K	2023-07-10
Donaldson Capital Management, LLC	CLOSED	0	144,000	-144,000	-100%	$73.4K	$0	-$73.4K	2023-07-17
US Bancorp \de\	CLOSED	0	135,000	-135,000	-100%	$68.9K	$0	-$68.9K	2023-08-10
Bank of New York Mellon Corp	CLOSED	0	66,889	-66,889	-100%	$34.1K	$0	-$34.1K	2023-08-03
Goldman Sachs Group Inc	CLOSED	0	63,503	-63,503	-100%	$32.4K	$0	-$32.4K	2024-05-14
Raymond James Financial Services Advisors, Inc.	CLOSED	0	61,050	-61,050	-100%	$31.1K	$0	-$31.1K	2023-07-25
Credit Suisse AG/	CLOSED	0	45,000	-45,000	-100%	$23.0K	$0	-$23.0K	2023-08-11
Country Trust Bank	CLOSED	0	35,000	-35,000	-100%	$17.9K	$0	-$17.9K	2023-07-12
FinDec Wealth Services, Inc.	CLOSED	0	33,904	-33,904	-100%	$17.3K	$0	-$17.3K	2023-07-19
W.G. Shaheen & Associates DBA Whitney & Co	CLOSED	0	32,325	-32,325	-100%	$16.5K	$0	-$16.5K	2023-08-14
Millennium Management LLC	CLOSED	0	26,977	-26,977	-100%	$14	$0	-$14	2023-08-14
Group One Trading LLC	CLOSED	0	24,424	-24,424	-100%	$12.5K	$0	-$12.5K	2023-08-09
Valeo Financial Advisors, LLC	CLOSED	0	21,864	-21,864	-100%	$11.2K	$0	-$11.2K	2023-07-14
Fragasso Financial Advisors Inc	CLOSED	0	20,758	-20,758	-100%	$10.6K	$0	-$10.6K	2023-07-10
Vantage Financial Partners, LLC	CLOSED	0	17,000	-17,000	-100%	$8.7K	$0	-$8.7K	2023-08-08
Osaic Holdings, Inc.	CLOSED	0	15,192	-15,192	-100%	$7.7K	$0	-$7.7K	2023-08-21
Tower Research Capital LLC (TRC)	CLOSED	0	14,535	-14,535	-100%	$7	$0	-$7	2023-08-14
Citadel Advisors LLC	CLOSED	0	13,971	-13,971	-100%	$7.1K	$0	-$7.1K	2023-08-14
Susquehanna International Group, LLP	CLOSED	0	13,474	-13,474	-100%	$6.9K	$0	-$6.9K	2023-08-11
Bryn Mawr Trust Advisors, LLC	CLOSED	0	13,000	-13,000	-100%	$6.6K	$0	-$6.6K	2023-08-11
Commonwealth Equity Services, LLC	CLOSED	0	12,813	-12,813	-100%	$6	$0	-$6	2023-08-10
SeaCrest Wealth Management, LLC	CLOSED	0	11,700	-11,700	-100%	$6.0K	$0	-$6.0K	2023-07-14
Personal CFO Solutions, LLC	CLOSED	0	10,152	-10,152	-100%	$5.2K	$0	-$5.2K	2023-08-10
Morgan Stanley	CLOSED	0	6,900	-6,900	-100%	$3.5K	$0	-$3.5K	2023-08-14
AdvisorShares Investments LLC	CLOSED	0	6,884	-6,884	-100%	$3.5K	$0	-$3.5K	2023-08-09
Kozak & Associates, Inc.	CLOSED	0	5,134	-5,134	-100%	$2.6K	$0	-$2.6K	2023-07-05
Wells Fargo & Company	CLOSED	0	2,734	-2,734	-100%	$1.4K	$0	-$1.4K	2023-08-15
Private Ocean, LLC	CLOSED	0	1,797	-1,797	-100%	$916	$0	-$916	2023-07-21
City Holding Co	CLOSED	0	1,710	-1,710	-100%	$872	$0	-$872	2023-07-13
Royal Bank of Canada	CLOSED	0	1,000	-1,000	-100%	$1.0K	$0	-$1.0K	2023-08-14
Federation des caisses Desjardins du Quebec	CLOSED	0	700	-700	-100%	$357	$0	-$357	2024-08-15
Bank of America Corp	CLOSED	0	270	-270	-100%	$138	$0	-$138	2023-08-14
Simplex Trading, LLC	CLOSED	0	259	-259	-100%	$0	$0	$0	2023-08-04
Cassady Schiller Wealth Management, LLC	CLOSED	0	170	-170	-100%	$87	$0	-$87	2023-08-10
FMR LLC	CLOSED	0	141	-141	-100%	$72	$0	-$72	2026-11-05
Bourgeon Capital Management LLC	CLOSED	0	100	-100	-100%	$51	$0	-$51	2023-07-20
Ancora Advisors LLCA	CLOSED	0	100	-100	-100%	$51	$0	-$51	2023-08-14
UBS Group AG	CLOSED	0	1	-1	-100%	$1	$0	-$1	2023-08-11
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2023-08-10

Showing 47 of 47 institutions