Fundamental Global Inc

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Everstar Asset Management, LLC

NEW

Shares1,735,372

Change+1,735,372

Value$1.8M

Filed 2024-11-12

Vanguard Group Inc

INCREASED

Shares673,504 from 667,008

Change+6,496 (+1%)

Value$707.2K (+$75.1K)

Filed 2024-11-13

Renaissance Technologies LLC

DECREASED

Shares528,791 from 539,697

Change-10,906 (-2%)

Value$555.2K (+$43.8K)

Filed 2024-11-13

Dimensional Fund Advisors LP

DECREASED

Shares443,990 from 535,827

Change-91,837 (-17%)

Value$466.2K (-$41.6K)

Filed 2024-11-07

Geode Capital Management, LLC

INCREASED

Shares186,586 from 162,553

Change+24,033 (+15%)

Value$196.0K (+$41.9K)

Filed 2024-11-12

BlackRock, Inc.

INCREASED

Shares90,439 from 80,547

Change+9,892 (+12%)

Value$95.0K (+$18.6K)

Filed 2024-11-13

CSS LLC

UNCHANGED

Shares50,300 from 50,300

Change0 (0%)

Value$52.8K (+$5.2K)

Filed 2024-11-14

HighTower Advisors, LLC

UNCHANGED

Shares49,487 from 49,487

Change0 (0%)

Value$52.0K (+$5.0K)

Filed 2024-11-14

Bridgeway Capital Management, LLC

UNCHANGED

Shares41,900 from 41,900

Change0 (0%)

Value$44.0K (+$4.3K)

Filed 2024-11-14

Shufro Rose & Co LLC

UNCHANGED

Shares40,000 from 40,000

Change0 (0%)

Value$37.9K ($0)

Filed 2024-11-12

Northern Trust Corp

UNCHANGED

Shares38,993 from 38,993

Change0 (0%)

Value$40.9K (+$4.0K)

Filed 2024-11-13

UBS Group AG

DECREASED

Shares37,903 from 91,966

Change-54,063 (-59%)

Value$39.8K (-$47.4K)

Filed 2024-11-14

State Street Corp

UNCHANGED

Shares35,071 from 35,071

Change0 (0%)

Value$36.8K (+$3.6K)

Filed 2024-11-14

Citadel Advisors LLC

DECREASED

Shares25,441 from 34,746

Change-9,305 (-27%)

Value$26.7K (-$6.2K)

Filed 2024-11-14

Gator Capital Management, LLC

UNCHANGED

Shares24,260 from 24,260

Change0 (0%)

Value$25.5K (+$2.5K)

Filed 2024-11-14

Tower Research Capital LLC (TRC)

INCREASED

Shares8,532 from 6,490

Change+2,042 (+31%)

Value$44.3K (+$10.6K)

Filed 2024-11-14

Royal Bank of Canada

INCREASED

Shares5,102 from 157

Change+4,945 (+3150%)

Value$5.0K (+$5.0K)

Filed 2024-11-14

JPMorgan Chase & Co

DECREASED

Shares38 from 42

Change-4 (-10%)

Value$40 ($0)

Filed 2024-12-26

Warberg Asset Management LLC

CLOSED

Shares0 from 12,928

Change-12,928 (-100%)

Value$0 (-$12.2K)

Filed 2024-11-06

Capital Advisors, Ltd. LLC

CLOSED

Shares0 from 215

Change-215 (-100%)

Value$0 ($0)

Filed 2024-10-24

Bank of America Corp

CLOSED

Shares0 from 141

Change-141 (-100%)

Value$0 (-$134)

Filed 2025-03-18

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-10-10

	Status
Everstar Asset Management, LLC	NEW	1,735,372	—	+1,735,372	—	—	$1.8M	—	2024-11-12
Vanguard Group Inc	INCREASED	673,504	667,008	+6,496	+1%	$632.1K	$707.2K	+$75.1K	2024-11-13
Renaissance Technologies LLC	DECREASED	528,791	539,697	-10,906	-2%	$511.4K	$555.2K	+$43.8K	2024-11-13
Dimensional Fund Advisors LP	DECREASED	443,990	535,827	-91,837	-17%	$507.7K	$466.2K	-$41.6K	2024-11-07
Geode Capital Management, LLC	INCREASED	186,586	162,553	+24,033	+15%	$154.1K	$196.0K	+$41.9K	2024-11-12
BlackRock, Inc.	INCREASED	90,439	80,547	+9,892	+12%	$76.3K	$95.0K	+$18.6K	2024-11-13
CSS LLC	UNCHANGED	50,300	50,300	0	0%	$47.7K	$52.8K	+$5.2K	2024-11-14
HighTower Advisors, LLC	UNCHANGED	49,487	49,487	0	0%	$47.0K	$52.0K	+$5.0K	2024-11-14
Bridgeway Capital Management, LLC	UNCHANGED	41,900	41,900	0	0%	$39.7K	$44.0K	+$4.3K	2024-11-14
Shufro Rose & Co LLC	UNCHANGED	40,000	40,000	0	0%	$37.9K	$37.9K	$0	2024-11-12
Northern Trust Corp	UNCHANGED	38,993	38,993	0	0%	$37.0K	$40.9K	+$4.0K	2024-11-13
UBS Group AG	DECREASED	37,903	91,966	-54,063	-59%	$87.2K	$39.8K	-$47.4K	2024-11-14
State Street Corp	UNCHANGED	35,071	35,071	0	0%	$33.2K	$36.8K	+$3.6K	2024-11-14
Citadel Advisors LLC	DECREASED	25,441	34,746	-9,305	-27%	$32.9K	$26.7K	-$6.2K	2024-11-14
Gator Capital Management, LLC	UNCHANGED	24,260	24,260	0	0%	$23.0K	$25.5K	+$2.5K	2024-11-14
Tower Research Capital LLC (TRC)	INCREASED	8,532	6,490	+2,042	+31%	$33.7K	$44.3K	+$10.6K	2024-11-14
Royal Bank of Canada	INCREASED	5,102	157	+4,945	+3150%	$0	$5.0K	+$5.0K	2024-11-14
JPMorgan Chase & Co	DECREASED	38	42	-4	-10%	$40	$40	$0	2024-12-26
Warberg Asset Management LLC	CLOSED	0	12,928	-12,928	-100%	$12.2K	$0	-$12.2K	2024-11-06
Capital Advisors, Ltd. LLC	CLOSED	0	215	-215	-100%	$0	$0	$0	2024-10-24
Bank of America Corp	CLOSED	0	141	-141	-100%	$134	$0	-$134	2025-03-18
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-10-10

Showing 22 of 22 institutions