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Icoreconnect Inc

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2 (-$4)
Filed 2025-02-04
Everstar Asset Management, LLC
CLOSED
Shares0 from 176,538
Change-176,538 (-100%)
Value$0 (-$61.8K)
Filed 2025-02-12
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 101,675
Change-101,675 (-100%)
Value$0 (-$35.6K)
Filed 2025-01-24
Vanguard Group Inc
CLOSED
Shares0 from 66,877
Change-66,877 (-100%)
Value$0 (-$23.4K)
Filed 2025-02-11
Geode Capital Management, LLC
CLOSED
Shares0 from 54,122
Change-54,122 (-100%)
Value$0 (-$18.9K)
Filed 2025-02-12
Suncoast Equity Management
CLOSED
Shares0 from 34,476
Change-34,476 (-100%)
Value$0 (-$12.1K)
Filed 2025-02-03
Sapient Capital LLC
CLOSED
Shares0 from 31,256
Change-31,256 (-100%)
Value$0 (-$10.9K)
Filed 2025-01-29
Mariner, LLC
CLOSED
Shares0 from 23,826
Change-23,826 (-100%)
Value$0 (-$8.3K)
Filed 2025-02-13
Morgan Stanley
CLOSED
Shares0 from 15,905
Change-15,905 (-100%)
Value$0 (-$5.6K)
Filed 2025-05-15
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 15,334
Change-15,334 (-100%)
Value$0 (-$5)
Filed 2025-02-10
Two Sigma Securities, LLC
CLOSED
Shares0 from 11,449
Change-11,449 (-100%)
Value$0 (-$4.0K)
Filed 2025-02-14
Choreo, LLC
CLOSED
Shares0 from 10,970
Change-10,970 (-100%)
Value$0 (-$3.8K)
Filed 2025-01-27
Certified Advisory Corp
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$3.5K)
Filed 2025-01-15
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 7,686
Change-7,686 (-100%)
Value$0 (-$2.7K)
Filed 2025-02-13
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 2,095
Change-2,095 (-100%)
Value$0 (-$733)
Filed 2025-02-11
Osaic Holdings, Inc.
CLOSED
Shares0 from 1,225
Change-1,225 (-100%)
Value$0 (-$428)
Filed 2025-06-06
UBS Group AG
CLOSED
Shares0 from 1,161
Change-1,161 (-100%)
Value$0 (-$406)
Filed 2025-02-14
NewEdge Advisors, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$70)
Filed 2025-02-13
Arax Advisory Partners
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$6)
Filed 2025-02-05
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-02-13
Status
IFP Advisors, Inc
UNCHANGED161600%$6$2-$42025-02-04
Everstar Asset Management, LLC
CLOSED0176,538-176,538-100%$61.8K$0-$61.8K2025-02-12
Destiny Wealth Partners, LLC
CLOSED0101,675-101,675-100%$35.6K$0-$35.6K2025-01-24
Vanguard Group Inc
CLOSED066,877-66,877-100%$23.4K$0-$23.4K2025-02-11
Geode Capital Management, LLC
CLOSED054,122-54,122-100%$18.9K$0-$18.9K2025-02-12
Suncoast Equity Management
CLOSED034,476-34,476-100%$12.1K$0-$12.1K2025-02-03
Sapient Capital LLC
CLOSED031,256-31,256-100%$10.9K$0-$10.9K2025-01-29
Mariner, LLC
CLOSED023,826-23,826-100%$8.3K$0-$8.3K2025-02-13
Morgan Stanley
CLOSED015,905-15,905-100%$5.6K$0-$5.6K2025-05-15
Commonwealth Equity Services, LLC
CLOSED015,334-15,334-100%$5$0-$52025-02-10
Two Sigma Securities, LLC
CLOSED011,449-11,449-100%$4.0K$0-$4.0K2025-02-14
Choreo, LLC
CLOSED010,970-10,970-100%$3.8K$0-$3.8K2025-01-27
Certified Advisory Corp
CLOSED010,000-10,000-100%$3.5K$0-$3.5K2025-01-15
Tower Research Capital LLC (TRC)
CLOSED07,686-7,686-100%$2.7K$0-$2.7K2025-02-13
Northwestern Mutual Wealth Management Co
CLOSED02,095-2,095-100%$733$0-$7332025-02-11
Osaic Holdings, Inc.
CLOSED01,225-1,225-100%$428$0-$4282025-06-06
UBS Group AG
CLOSED01,161-1,161-100%$406$0-$4062025-02-14
NewEdge Advisors, LLC
CLOSED0200-200-100%$70$0-$702025-02-13
Arax Advisory Partners
CLOSED016-16-100%$6$0-$62025-02-05
Proequities, Inc.
CLOSED000—$0$0$02025-02-13
Showing 20 of 20 institutions