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Icoreconnect Inc (ICCT)

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Medallion Wealth Advisors, LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$34 (-$778)
Filed 2026-04-24
Osaic Holdings, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9 (-$125)
Filed 2025-09-04
Sassicaia Capital Advisers LLC
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$31.4K)
Filed 2025-08-13
Geode Capital Management, LLC
CLOSED
Shares0 from 11,590
Change-11,590 (-100%)
Value$0 (-$26.0K)
Filed 2025-08-08
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 5,363
Change-5,363 (-100%)
Value$0 (-$12.0K)
Filed 2025-08-15
Morgan Stanley
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$896)
Filed 2025-08-14
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$233)
Filed 2025-08-13
Bank of America Corp
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$27)
Filed 2025-08-14
NewEdge Advisors, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$22)
Filed 2025-08-14
UBS Group AG
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$2)
Filed 2025-08-14
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Status
Medallion Wealth Advisors, LLC
UNCHANGED17217200%$812$34-$7782026-04-24
Osaic Holdings, Inc.
UNCHANGED606000%$134$9-$1252025-09-04
Sassicaia Capital Advisers LLC
CLOSED014,000-14,000-100%$31.4K$0-$31.4K2025-08-13
Geode Capital Management, LLC
CLOSED011,590-11,590-100%$26.0K$0-$26.0K2025-08-08
Tower Research Capital LLC (TRC)
CLOSED05,363-5,363-100%$12.0K$0-$12.0K2025-08-15
Morgan Stanley
CLOSED0400-400-100%$896$0-$8962025-08-14
Northwestern Mutual Wealth Management Co
CLOSED0104-104-100%$233$0-$2332025-08-13
Bank of America Corp
CLOSED012-12-100%$27$0-$272025-08-14
NewEdge Advisors, LLC
CLOSED010-10-100%$22$0-$222025-08-14
UBS Group AG
CLOSED01-1-100%$2$0-$22025-08-14
Proequities, Inc.
CLOSED000—$0$0$02025-08-12
Showing 11 of 11 institutions