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Healthcare Trust Inc

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kingswood Wealth Advisors, LLC
INCREASED
Shares15,925 from 15,924
Change+1 (+0%)
Value$207.0K (+$1)
Filed 2024-10-21
SlateStone Wealth, LLC
DECREASED
Shares11,185 from 11,235
Change-50 (0%)
Value$145 (-$1)
Filed 2024-11-07
Financial Gravity Companies, Inc.
NEW
Shares10,737
Change+10,737
Value$139.6K
Filed 2024-11-14
ORG Partners LLC
NEW
Shares3,186
Change+3,186
Value$41.4K
Filed 2024-10-11
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 1,565
Change-1,565 (-100%)
Value$0 (-$20.3K)
Filed 2024-10-22
Financial Gravity Wealth, Inc.
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Status
Kingswood Wealth Advisors, LLC
INCREASED15,92515,924+1+0%$207.0K$207.0K+$12024-10-21
SlateStone Wealth, LLC
DECREASED11,18511,235-500%$146$145-$12024-11-07
Financial Gravity Companies, Inc.
NEW10,737—+10,737——$139.6K—2024-11-14
ORG Partners LLC
NEW3,186—+3,186——$41.4K—2024-10-11
MFA Wealth Advisors, LLC
CLOSED01,565-1,565-100%$20.3K$0-$20.3K2024-10-22
Financial Gravity Wealth, Inc.
N/A—10,737-10,737-100%$139.6K———
Showing 6 of 6 institutions