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Brown Advisory Sustainable Growth I

Q1 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Garton & Associates Financial Advisors LLC
NEW
Shares357
Change+357
Value$16.4K
Filed 2026-02-18
Transce3nd, LLC
CLOSED
Shares0 from 16,031
Change-16,031 (-100%)
Value$0 (-$726.7K)
Filed 2026-02-06
Coston, McIsaac & Partners
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$2)
Filed 2026-02-03
Status
Garton & Associates Financial Advisors LLC
NEW357—+357——$16.4K—2026-02-18
Transce3nd, LLC
CLOSED016,031-16,031-100%$726.7K$0-$726.7K2026-02-06
Coston, McIsaac & Partners
CLOSED052-52-100%$2$0-$22026-02-03
Showing 3 of 3 institutions