IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Equity Comwlth

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Icon Advisers Inc
INCREASED
Shares748,020 from 386,421
Change+361,599 (+94%)
Value$18.9M (+$9.3M)
Filed 2024-11-13
BlackRock, Inc.
INCREASED
Shares443,911 from 432,199
Change+11,712 (+3%)
Value$11.2M (+$442.7K)
Filed 2024-11-13
BAR Harbor Wealth Management
DECREASED
Shares216,620 from 222,520
Change-5,900 (-3%)
Value$5.5M (-$73.3K)
Filed 2024-10-16
Graham Capital Wealth Management, LLC
DECREASED
Shares102,569 from 102,674
Change-105 (0%)
Value$2.6M (+$32.3K)
Filed 2024-10-24
Uniplan Investment Counsel, Inc.
DECREASED
Shares98,935 from 104,804
Change-5,869 (-6%)
Value$2.5M (+$2.5M)
Filed 2024-11-14
Maren Capital LLC
INCREASED
Shares95,507 from 92,159
Change+3,348 (+4%)
Value$2.4M (+$115.9K)
Filed 2024-11-14
Wells Fargo & Company
DECREASED
Shares76,295 from 78,348
Change-2,053 (-3%)
Value$1.9M (-$25.2K)
Filed 2024-11-13
Punch & Associates Investment Management, Inc.
INCREASED
Shares75,450 from 74,795
Change+655 (+1%)
Value$1.9M (+$42.0K)
Filed 2024-11-14
Edgemoor Investment Advisors, Inc.
DECREASED
Shares73,928 from 74,778
Change-850 (-1%)
Value$1.9M (+$4.0K)
Filed 2024-11-12
Brookfield Corp
NEW
Shares64,286
Change+64,286
Value$1.6M
Filed 2024-11-15
Aurora Investment Counsel
INCREASED
Shares37,914 from 37,515
Change+399 (+1%)
Value$957.3K (+$22.8K)
Filed 2024-11-08
Goldman Sachs Group Inc
NEW
Shares31,580
Change+31,580
Value$797.4K
Filed 2024-11-14
Envestnet Asset Management Inc
DECREASED
Shares29,040 from 30,722
Change-1,682 (-5%)
Value$733.3K (-$32.0K)
Filed 2024-11-07
Nuveen Asset Management, LLC
UNCHANGED
Shares26,387 from 26,387
Change0 (0%)
Value$666.3K (+$9.0K)
Filed 2024-11-14
Manufacturers Life Insurance Company, the
INCREASED
Shares26,104 from 25,835
Change+269 (+1%)
Value$659.1K (+$15.6K)
Filed 2024-11-13
Redmont Wealth Advisors LLC
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$454.5K (+$6.1K)
Filed 2024-10-16
Kestra Advisory Services, LLC
DECREASED
Shares14,765 from 15,283
Change-518 (-3%)
Value$372.8K (+$17.0K)
Filed 2024-11-13
Private Advisor Group, LLC
NEW
Shares9,588
Change+9,588
Value$242.1K
Filed 2024-10-22
UBS Group AG
DECREASED
Shares6,549 from 7,062
Change-513 (-7%)
Value$165.4K (-$10.6K)
Filed 2024-11-14
Morgan Stanley
UNCHANGED
Shares5,941 from 5,941
Change0 (0%)
Value$150.0K (+$2.0K)
Filed 2025-05-14
1620 Investment Advisors, Inc.
INCREASED
Shares5,150 from 4,850
Change+300 (+6%)
Value$130.0K (+$9.2K)
Filed 2024-10-25
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$106.1K (+$1.4K)
Filed 2024-10-25
Osaic Holdings, Inc.
DECREASED
Shares3,150 from 3,350
Change-200 (-6%)
Value$79.5K (-$3.9K)
Filed 2024-11-13
Fifth Third Bancorp
INCREASED
Shares2,471 from 2,467
Change+4 (+0%)
Value$62.4K (+$940)
Filed 2024-10-17
Evermay Wealth Management LLC
UNCHANGED
Shares2,341 from 2,341
Change0 (0%)
Value$59.1K (+$796)
Filed 2024-10-25
Huntington National Bank
NEW
Shares2,000
Change+2,000
Value$50.5K
Filed 2024-11-06
Royal Bank of Canada
DECREASED
Shares1,900 from 3,324
Change-1,424 (-43%)
Value$48.0K (-$35.0K)
Filed 2024-11-14
Sunbelt Securities, Inc.
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$29.6K (+$400)
Filed 2024-11-18
JPMorgan Chase & Co
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$19.4K (+$262)
Filed 2024-12-26
Wolverine Asset Management LLC
DECREASED
Shares586 from 5,583
Change-4,997 (-89%)
Value$14.8K (-$124.3K)
Filed 2024-11-04
Spire Wealth Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12.6K (+$170)
Filed 2024-10-15
Kozak & Associates, Inc.
INCREASED
Shares315 from 310
Change+5 (+2%)
Value$8.0K (+$225)
Filed 2024-10-17
NBT Bank, N.A.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.5K (+$34)
Filed 2024-11-14
US Bancorp \de\
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$2.3K (+$31)
Filed 2024-10-28
TD Private Client Wealth LLC
INCREASED
Shares62 from 25
Change+37 (+148%)
Value$1.6K (+$943)
Filed 2024-11-18
Global Retirement Partners, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$1.3K (+$18)
Filed 2024-10-16
DigitalBridge Group, Inc.
CLOSED
Shares0 from 93,730
Change-93,730 (-100%)
Value$0 (-$2.3M)
Filed 2024-11-12
D.A. Davidson & Co.
CLOSED
Shares0 from 42,624
Change-42,624 (-100%)
Value$0 (-$1.1M)
Filed 2024-11-13
Schnieders Capital Management LLC
CLOSED
Shares0 from 8,805
Change-8,805 (-100%)
Value$0 (-$219.3K)
Filed 2024-11-12
Franklin Resources Inc
CLOSED
Shares0 from 5,645
Change-5,645 (-100%)
Value$0 (-$140.6K)
Filed 2024-11-27
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,994
Change-1,994 (-100%)
Value$0 (-$49.7K)
Filed 2024-11-08
Bank of America Corp
CLOSED
Shares0 from 1,663
Change-1,663 (-100%)
Value$0 (-$41.4K)
Filed 2025-03-18
Larson Financial Group LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$2.3K)
Filed 2024-11-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
Icon Advisers Inc
INCREASED748,020386,421+361,599+94%$9.6M$18.9M+$9.3M2024-11-13
BlackRock, Inc.
INCREASED443,911432,199+11,712+3%$10.8M$11.2M+$442.7K2024-11-13
BAR Harbor Wealth Management
DECREASED216,620222,520-5,900-3%$5.5M$5.5M-$73.3K2024-10-16
Graham Capital Wealth Management, LLC
DECREASED102,569102,674-1050%$2.6M$2.6M+$32.3K2024-10-24
Uniplan Investment Counsel, Inc.
DECREASED98,935104,804-5,869-6%$2.6K$2.5M+$2.5M2024-11-14
Maren Capital LLC
INCREASED95,50792,159+3,348+4%$2.3M$2.4M+$115.9K2024-11-14
Wells Fargo & Company
DECREASED76,29578,348-2,053-3%$2.0M$1.9M-$25.2K2024-11-13
Punch & Associates Investment Management, Inc.
INCREASED75,45074,795+655+1%$1.9M$1.9M+$42.0K2024-11-14
Edgemoor Investment Advisors, Inc.
DECREASED73,92874,778-850-1%$1.9M$1.9M+$4.0K2024-11-12
Brookfield Corp
NEW64,286—+64,286——$1.6M—2024-11-15
Aurora Investment Counsel
INCREASED37,91437,515+399+1%$934.5K$957.3K+$22.8K2024-11-08
Goldman Sachs Group Inc
NEW31,580—+31,580——$797.4K—2024-11-14
Envestnet Asset Management Inc
DECREASED29,04030,722-1,682-5%$765.3K$733.3K-$32.0K2024-11-07
Nuveen Asset Management, LLC
UNCHANGED26,38726,38700%$657.3K$666.3K+$9.0K2024-11-14
Manufacturers Life Insurance Company, the
INCREASED26,10425,835+269+1%$643.6K$659.1K+$15.6K2024-11-13
Redmont Wealth Advisors LLC
UNCHANGED18,00018,00000%$448.4K$454.5K+$6.1K2024-10-16
Kestra Advisory Services, LLC
DECREASED14,76515,283-518-3%$355.8K$372.8K+$17.0K2024-11-13
Private Advisor Group, LLC
NEW9,588—+9,588——$242.1K—2024-10-22
UBS Group AG
DECREASED6,5497,062-513-7%$175.9K$165.4K-$10.6K2024-11-14
Morgan Stanley
UNCHANGED5,9415,94100%$148.0K$150.0K+$2.0K2025-05-14
1620 Investment Advisors, Inc.
INCREASED5,1504,850+300+6%$120.8K$130.0K+$9.2K2024-10-25
Caldwell Sutter Capital, Inc.
UNCHANGED4,2004,20000%$104.6K$106.1K+$1.4K2024-10-25
Osaic Holdings, Inc.
DECREASED3,1503,350-200-6%$83.4K$79.5K-$3.9K2024-11-13
Fifth Third Bancorp
INCREASED2,4712,467+4+0%$61.5K$62.4K+$9402024-10-17
Evermay Wealth Management LLC
UNCHANGED2,3412,34100%$58.3K$59.1K+$7962024-10-25
Huntington National Bank
NEW2,000—+2,000——$50.5K—2024-11-06
Royal Bank of Canada
DECREASED1,9003,324-1,424-43%$83.0K$48.0K-$35.0K2024-11-14
Sunbelt Securities, Inc.
UNCHANGED1,1741,17400%$29.2K$29.6K+$4002024-11-18
JPMorgan Chase & Co
UNCHANGED77077000%$19.2K$19.4K+$2622024-12-26
Wolverine Asset Management LLC
DECREASED5865,583-4,997-89%$139.1K$14.8K-$124.3K2024-11-04
Spire Wealth Management
UNCHANGED50050000%$12.5K$12.6K+$1702024-10-15
Kozak & Associates, Inc.
INCREASED315310+5+2%$7.7K$8.0K+$2252024-10-17
NBT Bank, N.A.
UNCHANGED10010000%$2.5K$2.5K+$342024-11-14
US Bancorp \de\
UNCHANGED919100%$2.3K$2.3K+$312024-10-28
TD Private Client Wealth LLC
INCREASED6225+37+148%$623$1.6K+$9432024-11-18
Global Retirement Partners, LLC
UNCHANGED535300%$1.3K$1.3K+$182024-10-16
DigitalBridge Group, Inc.
CLOSED093,730-93,730-100%$2.3M$0-$2.3M2024-11-12
D.A. Davidson & Co.
CLOSED042,624-42,624-100%$1.1M$0-$1.1M2024-11-13
Schnieders Capital Management LLC
CLOSED08,805-8,805-100%$219.3K$0-$219.3K2024-11-12
Franklin Resources Inc
CLOSED05,645-5,645-100%$140.6K$0-$140.6K2024-11-27
PNC Financial Services Group, Inc.
CLOSED01,994-1,994-100%$49.7K$0-$49.7K2024-11-08
Bank of America Corp
CLOSED01,663-1,663-100%$41.4K$0-$41.4K2025-03-18
Larson Financial Group LLC
CLOSED091-91-100%$2.3K$0-$2.3K2024-11-12
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Showing 44 of 44 institutions