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Evolve Transition Infrastru

Q1 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q1 2023Q4 2022Q3 2022Q2 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Coppell Advisory Solutions LLC
NEW
Shares347
Change+347
Value$42
Filed 2023-11-14
Invesco Ltd.
CLOSED
Shares0 from 1,747,546
Change-1,747,546 (-100%)
Value$0 (-$350.9K)
Filed 2023-11-13
JPMorgan Chase & Co
CLOSED
Shares0 from 326,967
Change-326,967 (-100%)
Value$0 (-$66.0K)
Filed 2023-11-14
Citadel Advisors LLC
CLOSED
Shares0 from 203,662
Change-203,662 (-100%)
Value$0 (-$40.9K)
Filed 2023-11-14
Two Sigma Securities, LLC
CLOSED
Shares0 from 82,577
Change-82,577 (-100%)
Value$0 (-$16.6K)
Filed 2023-11-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 49,041
Change-49,041 (-100%)
Value$0 (-$9.8K)
Filed 2023-11-14
Virtu Financial LLC
CLOSED
Shares0 from 42,369
Change-42,369 (-100%)
Value$0 (-$9)
Filed 2023-11-15
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 36,493
Change-36,493 (-100%)
Value$0 (-$7)
Filed 2023-10-23
Federation des caisses Desjardins du Quebec
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$5.0K)
Filed 2024-08-15
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 21,250
Change-21,250 (-100%)
Value$0 (-$4)
Filed 2023-11-15
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$4.0K)
Filed 2023-11-08
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$3.2K)
Filed 2023-11-07
Morgan Stanley
CLOSED
Shares0 from 11,802
Change-11,802 (-100%)
Value$0 (-$2.4K)
Filed 2023-11-15
Cetera Advisor Networks LLC
CLOSED
Shares0 from 11,777
Change-11,777 (-100%)
Value$0 (-$2.4K)
Filed 2023-11-14
Envestnet Asset Management Inc
CLOSED
Shares0 from 11,777
Change-11,777 (-100%)
Value$0 (-$2.4K)
Filed 2023-11-13
Osaic Holdings, Inc.
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$1.0K)
Filed 2023-11-13
UBS Group AG
CLOSED
Shares0 from 3,265
Change-3,265 (-100%)
Value$0 (-$657)
Filed 2023-11-09
Godsey & Gibb, Inc
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$25)
Filed 2023-10-25
Bank of America Corp
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2023-11-14
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Coppell Advisory Solutions LLC
NEW347—+347——$42—2023-11-14
Invesco Ltd.
CLOSED01,747,546-1,747,546-100%$350.9K$0-$350.9K2023-11-13
JPMorgan Chase & Co
CLOSED0326,967-326,967-100%$66.0K$0-$66.0K2023-11-14
Citadel Advisors LLC
CLOSED0203,662-203,662-100%$40.9K$0-$40.9K2023-11-14
Two Sigma Securities, LLC
CLOSED082,577-82,577-100%$16.6K$0-$16.6K2023-11-14
Susquehanna International Group, LLP
CLOSED049,041-49,041-100%$9.8K$0-$9.8K2023-11-14
Virtu Financial LLC
CLOSED042,369-42,369-100%$9$0-$92023-11-15
Commonwealth Equity Services, LLC
CLOSED036,493-36,493-100%$7$0-$72023-10-23
Federation des caisses Desjardins du Quebec
CLOSED025,000-25,000-100%$5.0K$0-$5.0K2024-08-15
Integrated Wealth Concepts LLC
CLOSED021,250-21,250-100%$4$0-$42023-11-15
Kestra Private Wealth Services, LLC
CLOSED020,000-20,000-100%$4.0K$0-$4.0K2023-11-08
Cornerstone Wealth Management, LLC
CLOSED016,000-16,000-100%$3.2K$0-$3.2K2023-11-07
Morgan Stanley
CLOSED011,802-11,802-100%$2.4K$0-$2.4K2023-11-15
Cetera Advisor Networks LLC
CLOSED011,777-11,777-100%$2.4K$0-$2.4K2023-11-14
Envestnet Asset Management Inc
CLOSED011,777-11,777-100%$2.4K$0-$2.4K2023-11-13
Osaic Holdings, Inc.
CLOSED05,000-5,000-100%$1.0K$0-$1.0K2023-11-13
UBS Group AG
CLOSED03,265-3,265-100%$657$0-$6572023-11-09
Godsey & Gibb, Inc
CLOSED0120-120-100%$25$0-$252023-10-25
Bank of America Corp
CLOSED01-1-100%$0$0$02023-11-14
Proequities, Inc.
CLOSED000—$0$0$02023-10-30
Showing 20 of 20 institutions