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Calvert Equity I
Q2 2024 vs Q1 2025
Comparing institutional holders between quarters
Quarters
Q1 2025
Q2 2024
Q4 2023
Q3 2023
Q3 2022
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q1 2025 shares — high to low
Q1 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Ascentis Wealth Management, LLC
NEW
Shares
134
Change
+134
Value
$12.5K
Filed 2025-04-21
ORG Partners LLC
CLOSED
Shares
0
from 124
Change
-124
(-100%)
Value
$0
(-$12.1K)
Filed 2025-04-21
Institution
Status
Q1 2025 ↓
Q2 2024
Change
% Change
Q2 2024 Value
Q1 2025 Value
Value Change
Filed
Ascentis Wealth Management, LLC
NEW
134
—
+134
—
—
$12.5K
—
2025-04-21
ORG Partners LLC
CLOSED
0
124
-124
-100%
$12.1K
$0
-$12.1K
2025-04-21
Showing 2 of 2 institutions