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Battalion Oil Corp (BATL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
NEW
Shares37,960
Change+37,960
Value$39.9K
Filed 2026-11-04
Dimensional Fund Advisors LP
UNCHANGED
Shares14,691 from 14,691
Change0 (0%)
Value$15.5K (-$3.9K)
Filed 2026-11-04
R Squared Ltd
NEW
Shares14,102
Change+14,102
Value$14.8K
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED
Shares13,000 from 15,000
Change-2,000 (-13%)
Value$13.7K (-$7.7K)
Filed 2026-10-13
Planning Strategies Inc.
NEW
Shares8,722
Change+8,722
Value$9.2K
Filed 2026-10-02
Bell Investment Advisors, Inc
NEW
Shares623
Change+623
Value$655
Filed 2026-10-29
NYL Investors LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$617 (-$153)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$263 (-$65)
Filed 2026-10-05
Friedenthal Financial
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$13 ($0)
Filed 2026-10-27
TrinityBridge Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$799)
Filed 2026-11-04
SBI Securities Co., Ltd.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$33)
Filed 2026-10-22
Oaktree Capital Management LP
N/A
Shares— from 3,009,912
Change-3,009,912 (-100%)
Value—
Luminus Management LLC
N/A
Shares— from 1,069,455
Change-1,069,455 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 746,048
Change-746,048 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 698,754
Change-698,754 (-100%)
Value—
UBS Group AG
N/A
Shares— from 320,704
Change-320,704 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 189,842
Change-189,842 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 117,245
Change-117,245 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 100,066
Change-100,066 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 74,201
Change-74,201 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 53,590
Change-53,590 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,215
Change-36,215 (-100%)
Value—
State Street Corp
N/A
Shares— from 33,906
Change-33,906 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 32,508
Change-32,508 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 31,100
Change-31,100 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,865
Change-28,865 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 23,200
Change-23,200 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 20,928
Change-20,928 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 18,496
Change-18,496 (-100%)
Value—
Cygnus Capital Advisors, LLC
N/A
Shares— from 11,958
Change-11,958 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 11,625
Change-11,625 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,164
Change-11,164 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,986
Change-2,986 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 606
Change-606 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 96
Change-96 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 16
Change-16 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Citigroup Inc
NEW37,960—+37,960——$39.9K—2026-11-04
Dimensional Fund Advisors LP
UNCHANGED14,69114,69100%$19.3K$15.5K-$3.9K2026-11-04
R Squared Ltd
NEW14,102—+14,102——$14.8K—2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED13,00015,000-2,000-13%$21.3K$13.7K-$7.7K2026-10-13
Planning Strategies Inc.
NEW8,722—+8,722——$9.2K—2026-10-02
Bell Investment Advisors, Inc
NEW623—+623——$655—2026-10-29
NYL Investors LLC
UNCHANGED58858800%$770$617-$1532026-11-03
MassMutual Private Wealth & Trust, FSB
UNCHANGED25025000%$328$263-$652026-10-05
Friedenthal Financial
UNCHANGED6600%$13$13$02026-10-27
TrinityBridge Ltd
UNCHANGED1100%$0$0$02026-10-30
EverSource Wealth Advisors, LLC
CLOSED0610-610-100%$799$0-$7992026-11-04
SBI Securities Co., Ltd.
CLOSED025-25-100%$33$0-$332026-10-22
Oaktree Capital Management LP
N/A—3,009,912-3,009,912-100%$3.9M———
Luminus Management LLC
N/A—1,069,455-1,069,455-100%$1.4M———
BlackRock, Inc.
N/A—746,048-746,048-100%$977.3K———
Vanguard Capital Management LLC
N/A—698,754-698,754-100%$915.4K———
UBS Group AG
N/A—320,704-320,704-100%$420.1K———
Utah Retirement Systems
N/A—189,842-189,842-100%$248.7K———
Geode Capital Management, LLC
N/A—117,245-117,245-100%$153.7K———
HighTower Advisors, LLC
N/A—100,066-100,066-100%$131.1K———
Vanguard Fiduciary Trust Co
N/A—74,201-74,201-100%$97.2K———
Virtu Financial LLC
N/A—53,590-53,590-100%$70.0K———
Osaic Holdings, Inc.
N/A—36,215-36,215-100%$47.4K———
State Street Corp
N/A—33,906-33,906-100%$44.4K———
AlphaGrep UK Ltd
N/A—32,508-32,508-100%$42.6K———
Bridgeway Capital Management, LLC
N/A—31,100-31,100-100%$40.7K———
Susquehanna International Group, LLP
N/A—28,865-28,865-100%$37.8K———
Northern Trust Corp
N/A—23,200-23,200-100%$30.4K———
Vanguard Personalized Indexing Management, LLC
N/A—20,928-20,928-100%$27.4K———
Two Sigma Investments, LP
N/A—18,496-18,496-100%$24.2K———
Cygnus Capital Advisors, LLC
N/A—11,958-11,958-100%$16———
Engineers Gate Manager LP
N/A—11,625-11,625-100%$15.2K———
MAI Capital Management
N/A—11,164-11,164-100%$14.6K———
Vanguard Global Advisers, LLC
N/A—3,714-3,714-100%$4.9K———
Royal Bank of Canada
N/A—3,412-3,412-100%$4.0K———
Tower Research Capital LLC (TRC)
N/A—2,986-2,986-100%$3.9K———
Truvestments Capital LLC
N/A—1,500-1,500-100%$2.0K———
JPMorgan Chase & Co
N/A—1,435-1,435-100%$2.0K———
Morgan Stanley
N/A—606-606-100%$794———
Bogart Wealth, LLC
N/A—431-431-100%$565———
BNP Paribas Financial Markets
N/A—96-96-100%$126———
Group One Trading LLC
N/A—74-74-100%$97———
VSM Wealth Advisory, LLC
N/A—50-50-100%$66———
Kerr Financial Planning Corp
N/A—16-16-100%$21———
Steward Partners Investment Advisory, LLC
N/A—10-10-100%$13———
IFG Advisory, LLC
N/A—2-2-100%$3———
Showing 46 of 46 institutions