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Aterian Inc (ATERUSD)

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
B. Riley Wealth Advisors, Inc.
INCREASED
Shares24,750 from 17,700
Change+7,050 (+40%)
Value$8.1K (+$1.9K)
Filed 2024-05-16
Vanguard Group Inc
CLOSED
Shares0 from 3,142,648
Change-3,142,648 (-100%)
Value$0 (-$1.1M)
Filed 2024-05-10
BlackRock Inc.
CLOSED
Shares0 from 1,048,285
Change-1,048,285 (-100%)
Value$0 (-$365.3K)
Filed 2024-05-10
Geode Capital Management, LLC
CLOSED
Shares0 from 689,169
Change-689,169 (-100%)
Value$0 (-$240.2K)
Filed 2024-05-13
State Street Corp
CLOSED
Shares0 from 288,136
Change-288,136 (-100%)
Value$0 (-$100.4K)
Filed 2024-05-15
Virtu Financial LLC
CLOSED
Shares0 from 144,653
Change-144,653 (-100%)
Value$0 (-$50)
Filed 2024-05-20
Northern Trust Corp
CLOSED
Shares0 from 130,938
Change-130,938 (-100%)
Value$0 (-$45.6K)
Filed 2024-05-14
Element Pointe Advisors, LLC
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$34.9K)
Filed 2024-08-21
Susquehanna International Group, LLP
CLOSED
Shares0 from 94,446
Change-94,446 (-100%)
Value$0 (-$32.9K)
Filed 2024-05-07
Morgan Stanley
CLOSED
Shares0 from 92,095
Change-92,095 (-100%)
Value$0 (-$32.1K)
Filed 2024-10-17
Millennium Management LLC
CLOSED
Shares0 from 89,138
Change-89,138 (-100%)
Value$0 (-$31.1K)
Filed 2024-05-15
Meitav Investment House LTD
CLOSED
Shares0 from 67,972
Change-67,972 (-100%)
Value$0 (-$23.7K)
Filed 2024-05-01
XTX Topco Ltd
CLOSED
Shares0 from 58,022
Change-58,022 (-100%)
Value$0 (-$20.2K)
Filed 2024-05-13
Arkadios Wealth Advisors
CLOSED
Shares0 from 40,503
Change-40,503 (-100%)
Value$0 (-$14.1K)
Filed 2024-04-30
Charles Schwab Investment Management Inc
CLOSED
Shares0 from 39,259
Change-39,259 (-100%)
Value$0 (-$13.7K)
Filed 2024-05-09
Dimensional Fund Advisors LP
CLOSED
Shares0 from 38,645
Change-38,645 (-100%)
Value$0 (-$13.5K)
Filed 2024-05-10
Jane Street Group, LLC
CLOSED
Shares0 from 36,600
Change-36,600 (-100%)
Value$0 (-$12.8K)
Filed 2024-05-16
JPMorgan Chase & Co
CLOSED
Shares0 from 33,560
Change-33,560 (-100%)
Value$0 (-$11.7K)
Filed 2024-12-26
Phoenix Financial Ltd.
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$11.8K)
Filed 2024-05-15
Apollo Management Holdings, L.P.
CLOSED
Shares0 from 27,318
Change-27,318 (-100%)
Value$0 (-$9.5K)
Filed 2024-05-15
Citadel Advisors LLC
CLOSED
Shares0 from 20,836
Change-20,836 (-100%)
Value$0 (-$7.3K)
Filed 2024-05-15
Bank of New York Mellon Corp
CLOSED
Shares0 from 17,567
Change-17,567 (-100%)
Value$0 (-$6.1K)
Filed 2024-04-25
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 16,806
Change-16,806 (-100%)
Value$0 (-$5.9K)
Filed 2024-05-15
Tudor Investment Corp ET AL
CLOSED
Shares0 from 15,067
Change-15,067 (-100%)
Value$0 (-$5.3K)
Filed 2024-05-15
Harvey Capital Management Inc
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$5.2K)
Filed 2024-05-10
Creative Financial Designs Inc
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$1.7K)
Filed 2024-05-01
UBS Group AG
CLOSED
Shares0 from 3,489
Change-3,489 (-100%)
Value$0 (-$1.2K)
Filed 2024-05-13
Rhumbline Advisers
CLOSED
Shares0 from 2,885
Change-2,885 (-100%)
Value$0 (-$1.0K)
Filed 2024-05-09
Simplex Trading, LLC
CLOSED
Shares0 from 2,690
Change-2,690 (-100%)
Value$0 ($0)
Filed 2024-04-25
Bank of America Corp
CLOSED
Shares0 from 2,526
Change-2,526 (-100%)
Value$0 (-$879)
Filed 2025-03-18
Osaic Holdings, Inc.
CLOSED
Shares0 from 2,224
Change-2,224 (-100%)
Value$0 (-$774)
Filed 2024-05-10
Federated Hermes, Inc.
CLOSED
Shares0 from 1,725
Change-1,725 (-100%)
Value$0 (-$601)
Filed 2024-05-14
Royal Bank of Canada
CLOSED
Shares0 from 1,065
Change-1,065 (-100%)
Value$0 ($0)
Filed 2024-11-05
Wells Fargo & Company
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$215)
Filed 2024-05-10
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$185)
Filed 2024-05-10
Citigroup Inc
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$125)
Filed 2024-05-10
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$96)
Filed 2024-06-11
Aspire Private Capital, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$69)
Filed 2024-04-18
Proequities, Inc.
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$39)
Filed 2024-05-01
Qube Research & Technologies Ltd
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$39)
Filed 2024-05-14
FMR LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$7)
Filed 2026-11-05
National Bank of Canada
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$7)
Filed 2024-05-13
Platform Technology Partners
N/A
Shares— from 10,992
Change-10,992 (-100%)
Value—
Status
B. Riley Wealth Advisors, Inc.
INCREASED24,75017,700+7,050+40%$6.2K$8.1K+$1.9K2024-05-16
Vanguard Group Inc
CLOSED03,142,648-3,142,648-100%$1.1M$0-$1.1M2024-05-10
BlackRock Inc.
CLOSED01,048,285-1,048,285-100%$365.3K$0-$365.3K2024-05-10
Geode Capital Management, LLC
CLOSED0689,169-689,169-100%$240.2K$0-$240.2K2024-05-13
State Street Corp
CLOSED0288,136-288,136-100%$100.4K$0-$100.4K2024-05-15
Virtu Financial LLC
CLOSED0144,653-144,653-100%$50$0-$502024-05-20
Northern Trust Corp
CLOSED0130,938-130,938-100%$45.6K$0-$45.6K2024-05-14
Element Pointe Advisors, LLC
CLOSED0100,000-100,000-100%$34.9K$0-$34.9K2024-08-21
Susquehanna International Group, LLP
CLOSED094,446-94,446-100%$32.9K$0-$32.9K2024-05-07
Morgan Stanley
CLOSED092,095-92,095-100%$32.1K$0-$32.1K2024-10-17
Millennium Management LLC
CLOSED089,138-89,138-100%$31.1K$0-$31.1K2024-05-15
Meitav Investment House LTD
CLOSED067,972-67,972-100%$23.7K$0-$23.7K2024-05-01
XTX Topco Ltd
CLOSED058,022-58,022-100%$20.2K$0-$20.2K2024-05-13
Arkadios Wealth Advisors
CLOSED040,503-40,503-100%$14.1K$0-$14.1K2024-04-30
Charles Schwab Investment Management Inc
CLOSED039,259-39,259-100%$13.7K$0-$13.7K2024-05-09
Dimensional Fund Advisors LP
CLOSED038,645-38,645-100%$13.5K$0-$13.5K2024-05-10
Jane Street Group, LLC
CLOSED036,600-36,600-100%$12.8K$0-$12.8K2024-05-16
JPMorgan Chase & Co
CLOSED033,560-33,560-100%$11.7K$0-$11.7K2024-12-26
Phoenix Financial Ltd.
CLOSED030,000-30,000-100%$11.8K$0-$11.8K2024-05-15
Apollo Management Holdings, L.P.
CLOSED027,318-27,318-100%$9.5K$0-$9.5K2024-05-15
Citadel Advisors LLC
CLOSED020,836-20,836-100%$7.3K$0-$7.3K2024-05-15
Bank of New York Mellon Corp
CLOSED017,567-17,567-100%$6.1K$0-$6.1K2024-04-25
Tower Research Capital LLC (TRC)
CLOSED016,806-16,806-100%$5.9K$0-$5.9K2024-05-15
Tudor Investment Corp ET AL
CLOSED015,067-15,067-100%$5.3K$0-$5.3K2024-05-15
Harvey Capital Management Inc
CLOSED015,000-15,000-100%$5.2K$0-$5.2K2024-05-10
Creative Financial Designs Inc
CLOSED05,000-5,000-100%$1.7K$0-$1.7K2024-05-01
UBS Group AG
CLOSED03,489-3,489-100%$1.2K$0-$1.2K2024-05-13
Rhumbline Advisers
CLOSED02,885-2,885-100%$1.0K$0-$1.0K2024-05-09
Simplex Trading, LLC
CLOSED02,690-2,690-100%$0$0$02024-04-25
Bank of America Corp
CLOSED02,526-2,526-100%$879$0-$8792025-03-18
Osaic Holdings, Inc.
CLOSED02,224-2,224-100%$774$0-$7742024-05-10
Federated Hermes, Inc.
CLOSED01,725-1,725-100%$601$0-$6012024-05-14
Royal Bank of Canada
CLOSED01,065-1,065-100%$0$0$02024-11-05
Wells Fargo & Company
CLOSED0618-618-100%$215$0-$2152024-05-10
TD Waterhouse Canada Inc.
CLOSED0425-425-100%$185$0-$1852024-05-10
Citigroup Inc
CLOSED0360-360-100%$125$0-$1252024-05-10
EverSource Wealth Advisors, LLC
CLOSED0275-275-100%$96$0-$962024-06-11
Aspire Private Capital, LLC
CLOSED0200-200-100%$69$0-$692024-04-18
Proequities, Inc.
CLOSED0112-112-100%$39$0-$392024-05-01
Qube Research & Technologies Ltd
CLOSED0111-111-100%$39$0-$392024-05-14
FMR LLC
CLOSED021-21-100%$7$0-$72026-11-05
National Bank of Canada
CLOSED020-20-100%$7$0-$72024-05-13
Platform Technology Partners
N/A—10,992-10,992-100%$4.6K———
Showing 43 of 43 institutions