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Doma Holdings Inc

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harbor Investment Advisory, LLC
DECREASED
Shares2,560 from 64,000
Change-61,440 (-96%)
Value$12.6K (-$13.4K)
Filed 2023-07-14
IFP Advisors, Inc
INCREASED
Shares635 from 185
Change+450 (+243%)
Value$3.1K (+$1.8K)
Filed 2023-08-14
Cary Street Partners Investment Advisory LLC
DECREASED
Shares40 from 1,000
Change-960 (-96%)
Value$198 (-$210)
Filed 2023-08-10
Parallel Advisors, LLC
DECREASED
Shares4 from 100
Change-96 (-96%)
Value$20 (-$21)
Filed 2024-05-20
StepStone Group LP
CLOSED
Shares0 from 14,879,484
Change-14,879,484 (-100%)
Value$0 (-$6.1M)
Filed 2023-08-14
Vanguard Group Inc
CLOSED
Shares0 from 12,866,103
Change-12,866,103 (-100%)
Value$0 (-$5.2M)
Filed 2023-08-14
Eminence Capital, LP
CLOSED
Shares0 from 12,241,620
Change-12,241,620 (-100%)
Value$0 (-$5.0M)
Filed 2023-08-14
FMR LLC
CLOSED
Shares0 from 9,637,338
Change-9,637,338 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-05
BlackRock Inc.
CLOSED
Shares0 from 9,099,666
Change-9,099,666 (-100%)
Value$0 (-$3.7M)
Filed 2023-08-11
Whetstone Capital Advisors, LLC
CLOSED
Shares0 from 4,406,719
Change-4,406,719 (-100%)
Value$0 (-$1.8K)
Filed 2023-08-14
One Fin Capital Management LP
CLOSED
Shares0 from 2,890,077
Change-2,890,077 (-100%)
Value$0 (-$1.2M)
Filed 2023-08-14
Geode Capital Management, LLC
CLOSED
Shares0 from 2,774,383
Change-2,774,383 (-100%)
Value$0 (-$1.1M)
Filed 2023-08-11
State Street Corp
CLOSED
Shares0 from 2,291,710
Change-2,291,710 (-100%)
Value$0 (-$933.9K)
Filed 2023-08-14
HST Ventures, LLC
CLOSED
Shares0 from 2,038,491
Change-2,038,491 (-100%)
Value$0 (-$830.7K)
Filed 2023-08-08
Northern Trust Corp
CLOSED
Shares0 from 1,117,055
Change-1,117,055 (-100%)
Value$0 (-$455.2K)
Filed 2023-08-11
Renaissance Technologies LLC
CLOSED
Shares0 from 1,036,500
Change-1,036,500 (-100%)
Value$0 (-$422)
Filed 2023-08-11
Glenview Capital Management, LLC
CLOSED
Shares0 from 500,000
Change-500,000 (-100%)
Value$0 (-$203.8K)
Filed 2023-08-14
Allianz Asset Management GmbH
CLOSED
Shares0 from 500,000
Change-500,000 (-100%)
Value$0 (-$203.8K)
Filed 2023-08-14
Morgan Stanley
CLOSED
Shares0 from 415,208
Change-415,208 (-100%)
Value$0 (-$169.2K)
Filed 2023-08-14
Bank of New York Mellon Corp
CLOSED
Shares0 from 414,116
Change-414,116 (-100%)
Value$0 (-$168.8K)
Filed 2023-08-03
Invesco Ltd.
CLOSED
Shares0 from 274,869
Change-274,869 (-100%)
Value$0 (-$112.0K)
Filed 2023-08-11
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 249,500
Change-249,500 (-100%)
Value$0 (-$101)
Filed 2023-08-10
IEQ Capital, LLC
CLOSED
Shares0 from 211,073
Change-211,073 (-100%)
Value$0 (-$86.0K)
Filed 2023-08-08
Nuveen Asset Management, LLC
CLOSED
Shares0 from 206,296
Change-206,296 (-100%)
Value$0 (-$84)
Filed 2023-08-16
Rhumbline Advisers
CLOSED
Shares0 from 205,978
Change-205,978 (-100%)
Value$0 (-$84)
Filed 2023-08-08
Bank of America Corp
CLOSED
Shares0 from 182,227
Change-182,227 (-100%)
Value$0 (-$74.2K)
Filed 2023-08-14
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 180,593
Change-180,593 (-100%)
Value$0 (-$73.6K)
Filed 2023-07-24
JPMorgan Chase & Co
CLOSED
Shares0 from 106,537
Change-106,537 (-100%)
Value$0 (-$43.0K)
Filed 2023-08-11
Mendota Financial Group, LLC
CLOSED
Shares0 from 99,977
Change-99,977 (-100%)
Value$0 (-$217.0K)
Filed 2023-07-27
New York State Common Retirement Fund
CLOSED
Shares0 from 99,200
Change-99,200 (-100%)
Value$0 (-$40.4K)
Filed 2025-10-08
Millennium Management LLC
CLOSED
Shares0 from 92,150
Change-92,150 (-100%)
Value$0 (-$38)
Filed 2023-08-14
Goldman Sachs Group Inc
CLOSED
Shares0 from 85,923
Change-85,923 (-100%)
Value$0 (-$35.0K)
Filed 2024-05-14
Platinum Equity, LLC
CLOSED
Shares0 from 82,700
Change-82,700 (-100%)
Value$0 (-$33.7K)
Filed 2023-08-14
Deutsche Bank Ag\
CLOSED
Shares0 from 78,709
Change-78,709 (-100%)
Value$0 (-$32.0K)
Filed 2023-08-14
Barclays PLC
CLOSED
Shares0 from 71,079
Change-71,079 (-100%)
Value$0 (-$29.0K)
Filed 2023-09-20
American International Group, Inc.
CLOSED
Shares0 from 67,032
Change-67,032 (-100%)
Value$0 (-$27.3K)
Filed 2023-08-04
Alliancebernstein L.P.
CLOSED
Shares0 from 65,000
Change-65,000 (-100%)
Value$0 (-$26.5K)
Filed 2023-08-15
Susquehanna International Group, LLP
CLOSED
Shares0 from 59,634
Change-59,634 (-100%)
Value$0 (-$24.3K)
Filed 2023-08-11
Corbin Capital Partners, L.P.
CLOSED
Shares0 from 52,807
Change-52,807 (-100%)
Value$0 (-$21.5K)
Filed 2023-08-14
California State Teachers Retirement System
CLOSED
Shares0 from 51,638
Change-51,638 (-100%)
Value$0 (-$21.0K)
Filed 2023-08-21
SG Americas Securities, LLC
CLOSED
Shares0 from 49,810
Change-49,810 (-100%)
Value$0 (-$20)
Filed 2023-07-10
UBS Group AG
CLOSED
Shares0 from 48,651
Change-48,651 (-100%)
Value$0 (-$19.8K)
Filed 2023-08-11
Global Retirement Partners, LLC
CLOSED
Shares0 from 45,636
Change-45,636 (-100%)
Value$0 (-$17.5K)
Filed 2023-07-20
Providence Capital Advisors, LLC
CLOSED
Shares0 from 43,661
Change-43,661 (-100%)
Value$0 (-$43.7K)
Filed 2023-08-10
Tortoise Investment Management, LLC
CLOSED
Shares0 from 43,000
Change-43,000 (-100%)
Value$0 (-$17.5K)
Filed 2023-08-07
BBR Partners, LLC
CLOSED
Shares0 from 38,029
Change-38,029 (-100%)
Value$0 (-$15.5K)
Filed 2023-08-08
AMG National Trust Bank
CLOSED
Shares0 from 30,422
Change-30,422 (-100%)
Value$0 (-$12.4K)
Filed 2023-08-03
Walleye Capital LLC
CLOSED
Shares0 from 27,904
Change-27,904 (-100%)
Value$0 (-$11.4K)
Filed 2023-08-14
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 26,385
Change-26,385 (-100%)
Value$0 (-$11)
Filed 2023-08-14
Citadel Advisors LLC
CLOSED
Shares0 from 25,558
Change-25,558 (-100%)
Value$0 (-$10.4K)
Filed 2023-08-14
Townsquare Capital LLC
CLOSED
Shares0 from 25,229
Change-25,229 (-100%)
Value$0 (-$10.3K)
Filed 2023-11-13
GS Investments, Inc.
CLOSED
Shares0 from 25,200
Change-25,200 (-100%)
Value$0 (-$10.3K)
Filed 2023-08-04
Pathstone Family Office, LLC
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$10.2K)
Filed 2024-01-16
Wells Fargo & Company
CLOSED
Shares0 from 24,735
Change-24,735 (-100%)
Value$0 (-$10.1K)
Filed 2023-08-15
Composition Wealth, LLC
CLOSED
Shares0 from 23,000
Change-23,000 (-100%)
Value$0 (-$9.4K)
Filed 2023-07-13
Price T Rowe Associates Inc
CLOSED
Shares0 from 22,849
Change-22,849 (-100%)
Value$0 (-$10)
Filed 2023-08-14
Two Sigma Advisers, LP
CLOSED
Shares0 from 19,800
Change-19,800 (-100%)
Value$0 (-$8.1K)
Filed 2023-08-14
Principal Financial Group Inc
CLOSED
Shares0 from 16,586
Change-16,586 (-100%)
Value$0 (-$6.8K)
Filed 2023-08-07
ProShare Advisors LLC
CLOSED
Shares0 from 16,346
Change-16,346 (-100%)
Value$0 (-$6.7K)
Filed 2023-08-10
Wetherby Asset Management Inc
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$6.5K)
Filed 2023-08-14
Walleye Trading LLC
CLOSED
Shares0 from 15,696
Change-15,696 (-100%)
Value$0 (-$6.4K)
Filed 2023-08-14
Amalgamated Bank
CLOSED
Shares0 from 15,088
Change-15,088 (-100%)
Value$0 (-$6)
Filed 2023-08-11
Victory Capital Management Inc
CLOSED
Shares0 from 11,777
Change-11,777 (-100%)
Value$0 (-$4.8K)
Filed 2023-07-27
Orion Capital Management LLC
CLOSED
Shares0 from 11,500
Change-11,500 (-100%)
Value$0 (-$4.7K)
Filed 2023-08-08
Legal & General Group Plc
CLOSED
Shares0 from 11,500
Change-11,500 (-100%)
Value$0 (-$4.7K)
Filed 2023-08-14
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 10,271
Change-10,271 (-100%)
Value$0 (-$4.2K)
Filed 2023-08-11
Cetera Advisor Networks LLC
CLOSED
Shares0 from 10,211
Change-10,211 (-100%)
Value$0 (-$4.2K)
Filed 2023-08-10
Parcion Private Wealth LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$4.1K)
Filed 2023-08-02
Group One Trading LLC
CLOSED
Shares0 from 8,907
Change-8,907 (-100%)
Value$0 (-$3.6K)
Filed 2023-08-09
TrinityBridge Ltd
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$3)
Filed 2023-07-26
Royal Bank of Canada
CLOSED
Shares0 from 7,812
Change-7,812 (-100%)
Value$0 (-$3.0K)
Filed 2023-08-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 5,621
Change-5,621 (-100%)
Value$0 (-$2.3K)
Filed 2023-08-21
Simplex Trading, LLC
CLOSED
Shares0 from 5,182
Change-5,182 (-100%)
Value$0 (-$2)
Filed 2023-08-04
Wolverine Asset Management LLC
CLOSED
Shares0 from 3,131
Change-3,131 (-100%)
Value$0 (-$1.3K)
Filed 2023-08-07
Advisory Services Network, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$367)
Filed 2023-08-09
Salem Investment Counselors Inc
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$174)
Filed 2023-07-19
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 ($0)
Filed 2023-08-11
Cutler Group LP
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2023-07-18
Healthcare of Ontario Pension Plan Trust Fund
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2023-08-11
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-08-10
Status
Harbor Investment Advisory, LLC
DECREASED2,56064,000-61,440-96%$26.1K$12.6K-$13.4K2023-07-14
IFP Advisors, Inc
INCREASED635185+450+243%$1.3K$3.1K+$1.8K2023-08-14
Cary Street Partners Investment Advisory LLC
DECREASED401,000-960-96%$408$198-$2102023-08-10
Parallel Advisors, LLC
DECREASED4100-96-96%$41$20-$212024-05-20
StepStone Group LP
CLOSED014,879,484-14,879,484-100%$6.1M$0-$6.1M2023-08-14
Vanguard Group Inc
CLOSED012,866,103-12,866,103-100%$5.2M$0-$5.2M2023-08-14
Eminence Capital, LP
CLOSED012,241,620-12,241,620-100%$5.0M$0-$5.0M2023-08-14
FMR LLC
CLOSED09,637,338-9,637,338-100%$3.9M$0-$3.9M2026-11-05
BlackRock Inc.
CLOSED09,099,666-9,099,666-100%$3.7M$0-$3.7M2023-08-11
Whetstone Capital Advisors, LLC
CLOSED04,406,719-4,406,719-100%$1.8K$0-$1.8K2023-08-14
One Fin Capital Management LP
CLOSED02,890,077-2,890,077-100%$1.2M$0-$1.2M2023-08-14
Geode Capital Management, LLC
CLOSED02,774,383-2,774,383-100%$1.1M$0-$1.1M2023-08-11
State Street Corp
CLOSED02,291,710-2,291,710-100%$933.9K$0-$933.9K2023-08-14
HST Ventures, LLC
CLOSED02,038,491-2,038,491-100%$830.7K$0-$830.7K2023-08-08
Northern Trust Corp
CLOSED01,117,055-1,117,055-100%$455.2K$0-$455.2K2023-08-11
Renaissance Technologies LLC
CLOSED01,036,500-1,036,500-100%$422$0-$4222023-08-11
Glenview Capital Management, LLC
CLOSED0500,000-500,000-100%$203.8K$0-$203.8K2023-08-14
Allianz Asset Management GmbH
CLOSED0500,000-500,000-100%$203.8K$0-$203.8K2023-08-14
Morgan Stanley
CLOSED0415,208-415,208-100%$169.2K$0-$169.2K2023-08-14
Bank of New York Mellon Corp
CLOSED0414,116-414,116-100%$168.8K$0-$168.8K2023-08-03
Invesco Ltd.
CLOSED0274,869-274,869-100%$112.0K$0-$112.0K2023-08-11
Commonwealth Equity Services, LLC
CLOSED0249,500-249,500-100%$101$0-$1012023-08-10
IEQ Capital, LLC
CLOSED0211,073-211,073-100%$86.0K$0-$86.0K2023-08-08
Nuveen Asset Management, LLC
CLOSED0206,296-206,296-100%$84$0-$842023-08-16
Rhumbline Advisers
CLOSED0205,978-205,978-100%$84$0-$842023-08-08
Bank of America Corp
CLOSED0182,227-182,227-100%$74.2K$0-$74.2K2023-08-14
Allspring Global Investments Holdings, LLC
CLOSED0180,593-180,593-100%$73.6K$0-$73.6K2023-07-24
JPMorgan Chase & Co
CLOSED0106,537-106,537-100%$43.0K$0-$43.0K2023-08-11
Mendota Financial Group, LLC
CLOSED099,977-99,977-100%$217.0K$0-$217.0K2023-07-27
New York State Common Retirement Fund
CLOSED099,200-99,200-100%$40.4K$0-$40.4K2025-10-08
Millennium Management LLC
CLOSED092,150-92,150-100%$38$0-$382023-08-14
Goldman Sachs Group Inc
CLOSED085,923-85,923-100%$35.0K$0-$35.0K2024-05-14
Platinum Equity, LLC
CLOSED082,700-82,700-100%$33.7K$0-$33.7K2023-08-14
Deutsche Bank Ag\
CLOSED078,709-78,709-100%$32.0K$0-$32.0K2023-08-14
Barclays PLC
CLOSED071,079-71,079-100%$29.0K$0-$29.0K2023-09-20
American International Group, Inc.
CLOSED067,032-67,032-100%$27.3K$0-$27.3K2023-08-04
Alliancebernstein L.P.
CLOSED065,000-65,000-100%$26.5K$0-$26.5K2023-08-15
Susquehanna International Group, LLP
CLOSED059,634-59,634-100%$24.3K$0-$24.3K2023-08-11
Corbin Capital Partners, L.P.
CLOSED052,807-52,807-100%$21.5K$0-$21.5K2023-08-14
California State Teachers Retirement System
CLOSED051,638-51,638-100%$21.0K$0-$21.0K2023-08-21
SG Americas Securities, LLC
CLOSED049,810-49,810-100%$20$0-$202023-07-10
UBS Group AG
CLOSED048,651-48,651-100%$19.8K$0-$19.8K2023-08-11
Global Retirement Partners, LLC
CLOSED045,636-45,636-100%$17.5K$0-$17.5K2023-07-20
Providence Capital Advisors, LLC
CLOSED043,661-43,661-100%$43.7K$0-$43.7K2023-08-10
Tortoise Investment Management, LLC
CLOSED043,000-43,000-100%$17.5K$0-$17.5K2023-08-07
BBR Partners, LLC
CLOSED038,029-38,029-100%$15.5K$0-$15.5K2023-08-08
AMG National Trust Bank
CLOSED030,422-30,422-100%$12.4K$0-$12.4K2023-08-03
Walleye Capital LLC
CLOSED027,904-27,904-100%$11.4K$0-$11.4K2023-08-14
Tower Research Capital LLC (TRC)
CLOSED026,385-26,385-100%$11$0-$112023-08-14
Citadel Advisors LLC
CLOSED025,558-25,558-100%$10.4K$0-$10.4K2023-08-14
Townsquare Capital LLC
CLOSED025,229-25,229-100%$10.3K$0-$10.3K2023-11-13
GS Investments, Inc.
CLOSED025,200-25,200-100%$10.3K$0-$10.3K2023-08-04
Pathstone Family Office, LLC
CLOSED025,000-25,000-100%$10.2K$0-$10.2K2024-01-16
Wells Fargo & Company
CLOSED024,735-24,735-100%$10.1K$0-$10.1K2023-08-15
Composition Wealth, LLC
CLOSED023,000-23,000-100%$9.4K$0-$9.4K2023-07-13
Price T Rowe Associates Inc
CLOSED022,849-22,849-100%$10$0-$102023-08-14
Two Sigma Advisers, LP
CLOSED019,800-19,800-100%$8.1K$0-$8.1K2023-08-14
Principal Financial Group Inc
CLOSED016,586-16,586-100%$6.8K$0-$6.8K2023-08-07
ProShare Advisors LLC
CLOSED016,346-16,346-100%$6.7K$0-$6.7K2023-08-10
Wetherby Asset Management Inc
CLOSED016,000-16,000-100%$6.5K$0-$6.5K2023-08-14
Walleye Trading LLC
CLOSED015,696-15,696-100%$6.4K$0-$6.4K2023-08-14
Amalgamated Bank
CLOSED015,088-15,088-100%$6$0-$62023-08-11
Victory Capital Management Inc
CLOSED011,777-11,777-100%$4.8K$0-$4.8K2023-07-27
Orion Capital Management LLC
CLOSED011,500-11,500-100%$4.7K$0-$4.7K2023-08-08
Legal & General Group Plc
CLOSED011,500-11,500-100%$4.7K$0-$4.7K2023-08-14
Ameritas Investment Partners, Inc.
CLOSED010,271-10,271-100%$4.2K$0-$4.2K2023-08-11
Cetera Advisor Networks LLC
CLOSED010,211-10,211-100%$4.2K$0-$4.2K2023-08-10
Parcion Private Wealth LLC
CLOSED010,000-10,000-100%$4.1K$0-$4.1K2023-08-02
Group One Trading LLC
CLOSED08,907-8,907-100%$3.6K$0-$3.6K2023-08-09
TrinityBridge Ltd
CLOSED08,000-8,000-100%$3$0-$32023-07-26
Royal Bank of Canada
CLOSED07,812-7,812-100%$3.0K$0-$3.0K2023-08-14
Osaic Holdings, Inc.
CLOSED05,621-5,621-100%$2.3K$0-$2.3K2023-08-21
Simplex Trading, LLC
CLOSED05,182-5,182-100%$2$0-$22023-08-04
Wolverine Asset Management LLC
CLOSED03,131-3,131-100%$1.3K$0-$1.3K2023-08-07
Advisory Services Network, LLC
CLOSED0900-900-100%$367$0-$3672023-08-09
Salem Investment Counselors Inc
CLOSED0425-425-100%$174$0-$1742023-07-19
Nisa Investment Advisors, LLC
CLOSED0100-100-100%$0$0$02023-08-11
Cutler Group LP
CLOSED01-1-100%$0$0$02023-07-18
Healthcare of Ontario Pension Plan Trust Fund
CLOSED01-1-100%$0$0$02023-08-11
Proequities, Inc.
CLOSED000—$0$0$02023-08-10
Showing 80 of 80 institutions