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INN Prem Income 30 Barr OCT (OCTJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Outlook Wealth Advisors, LLC
INCREASED
Shares56,500 from 54,329
Change+2,171 (+4%)
Value$1.3M (+$50.2K)
Filed 2026-10-28
Vima LLC
DECREASED
Shares23,385 from 33,738
Change-10,353 (-31%)
Value$558.4K (-$248.2K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares17,475 from 17,083
Change+392 (+2%)
Value$417.3K (+$8.9K)
Filed 2026-10-08
Trek Financial, LLC
DECREASED
Shares15,349 from 15,965
Change-616 (-4%)
Value$366.5K (-$15.2K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares11,098 from 11,681
Change-583 (-5%)
Value$265.0K (-$14.3K)
Filed 2026-11-02
Soltis Investment Advisors LLC
NEW
Shares10,590
Change+10,590
Value$252.9K
Filed 2026-10-28
Farther Finance Advisors, LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$88.4K (-$111)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$19.1K (-$24)
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$18.4K (-$23)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$17.2K (-$21)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$2.0K (-$2)
Filed 2026-10-23
IFP Advisors, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$836 (-$1)
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-29
Harbour Investments, Inc.
N/A
Shares— from 88,102
Change-88,102 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 72,359
Change-72,359 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 43,102
Change-43,102 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 21,735
Change-21,735 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,402
Change-12,402 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,420
Change-10,420 (-100%)
Value—
UBS Group AG
N/A
Shares— from 96
Change-96 (-100%)
Value—
Status
Outlook Wealth Advisors, LLC
INCREASED56,50054,329+2,171+4%$1.3M$1.3M+$50.2K2026-10-28
Vima LLC
DECREASED23,38533,738-10,353-31%$806.7K$558.4K-$248.2K2026-10-23
CoreCap Advisors, LLC
INCREASED17,47517,083+392+2%$408.5K$417.3K+$8.9K2026-10-08
Trek Financial, LLC
DECREASED15,34915,965-616-4%$381.7K$366.5K-$15.2K2026-10-29
Commonwealth Equity Services, LLC
DECREASED11,09811,681-583-5%$279.3K$265.0K-$14.3K2026-11-02
Soltis Investment Advisors LLC
NEW10,590—+10,590——$252.9K—2026-10-28
Farther Finance Advisors, LLC
UNCHANGED3,7003,70000%$88.5K$88.4K-$1112026-10-08
Creative Financial Designs Inc
UNCHANGED80080000%$19.1K$19.1K-$242026-11-04
Archer Investment Corp
UNCHANGED77177100%$18.4K$18.4K-$232026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED72072000%$17.2K$17.2K-$212026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED828200%$2.0K$2.0K-$22026-10-23
IFP Advisors, Inc
UNCHANGED353500%$837$836-$12026-10-16
Bullseye Investment Management, LLC
CLOSED0122-122-100%$2.9K$0-$2.9K2026-10-29
Harbour Investments, Inc.
N/A—88,102-88,102-100%$2.1M———
Susquehanna International Group, LLP
N/A—72,359-72,359-100%$1.7M———
Old Mission Capital LLC
N/A—43,102-43,102-100%$1.0M———
MTM Financial Group, LLC
N/A—21,735-21,735-100%$519.7K———
Steward Partners Investment Advisory, LLC
N/A—12,402-12,402-100%$296.5K———
World Investment Advisors
N/A—10,420-10,420-100%$246.6K———
UBS Group AG
N/A—96-96-100%$2.3K———
Showing 20 of 20 institutions