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Q1 2021 vs Q1 2023
Comparing institutional holders between quarters
Quarters
Q1 2023
Q1 2021
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
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Q1 2023 shares — high to low
Q1 2023 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2023 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Summit Financial Group Inc
NEW
Shares
144
Change
+144
Value
$14.3K
Filed 2023-04-11
Capital Directions Investment Advisors, LLC
N/A
Shares
—
from 670
Change
-670
(-100%)
Value
—
Institution
Status
Q1 2023 ↓
Q1 2021
Change
% Change
Q1 2021 Value
Q1 2023 Value
Value Change
Filed
Summit Financial Group Inc
NEW
144
—
+144
—
—
$14.3K
—
2023-04-11
Capital Directions Investment Advisors, LLC
N/A
—
670
-670
-100%
$35
—
—
—
Showing 2 of 2 institutions