Ionis Pharmaceuticals Inc

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

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

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Sonora Investment Management Group, LLC

DECREASED

Shares14,183,000 from 15,741,000

Change-1,558,000 (-10%)

Value$13.9M (-$931.3K)

Filed 2024-10-15

Palisade Capital Management, LP

DECREASED

Shares5,467,000 from 5,486,000

Change-19,000 (0%)

Value$5.4M (+$43.3K)

Filed 2024-11-14

Fort Baker Capital Management LP

DECREASED

Shares5,348,000 from 6,735,000

Change-1,387,000 (-21%)

Value$5.3M (-$1.3M)

Filed 2024-11-14

Kohlberg Kravis Roberts & Co. L.P.

UNCHANGED

Shares3,921,000 from 3,921,000

Change0 (0%)

Value$3.9M (+$9.8K)

Filed 2024-11-14

Penn Mutual Asset Management

UNCHANGED

Shares2,756,000 from 2,756,000

Change0 (0%)

Value$2.7M (+$7.8K)

Filed 2024-11-14

HighTower Advisors, LLC

UNCHANGED

Shares2,453,000 from 2,453,000

Change0 (0%)

Value$2.4M (+$3.0K)

Filed 2024-11-14

Macquarie Group LTD

UNCHANGED

Shares2,435,000 from 2,435,000

Change0 (0%)

Value$2.4M (+$6.0K)

Filed 2024-11-14

Citigroup Inc

NEW

Shares2,137,000

Change+2,137,000

Value$2.1M

Filed 2024-11-12

Piper Sandler & Co.

NEW

Shares1,000,000

Change+1,000,000

Value$983.5K

Filed 2024-11-13

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

DECREASED

Shares750,000 from 2,500,000

Change-1,750,000 (-70%)

Value$740.2K (-$1.7M)

Filed 2026-05-04

Schroder Investment Management Group

UNCHANGED

Shares500,000 from 500,000

Change0 (0%)

Value$491.6K (+$1.3K)

Filed 2024-11-13

Bank of Montreal

NEW

Shares390,000

Change+390,000

Value$381.0K

Filed 2024-11-13

Pinnacle Associates LTD

INCREASED

Shares280,000 from 265,000

Change+15,000 (+6%)

Value$267.2K (+$8.8K)

Filed 2024-10-25

JPMorgan Chase & Co

DECREASED

Shares260,000 from 1,647,000

Change-1,387,000 (-84%)

Value$254.0K (-$1.3M)

Filed 2024-12-26

Wells Fargo & Company

UNCHANGED

Shares140,000 from 140,000

Change0 (0%)

Value$137.6K (+$1.3K)

Filed 2024-11-13

Steward Partners Investment Advisory, LLC

UNCHANGED

Shares22,000 from 22,000

Change0 (0%)

Value$21.6K (+$55)

Filed 2024-11-14

Raymond James Financial Services Advisors, Inc.

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$19.7K (+$50)

Filed 2024-10-18

Kestra Private Wealth Services, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$19.7K (+$56)

Filed 2024-11-13

Brighton Jones LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$9.8K)

Filed 2025-03-04

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-10-10

	Status
Sonora Investment Management Group, LLC	DECREASED	14,183,000	15,741,000	-1,558,000	-10%	$14.8M	$13.9M	-$931.3K	2024-10-15
Palisade Capital Management, LP	DECREASED	5,467,000	5,486,000	-19,000	0%	$5.3M	$5.4M	+$43.3K	2024-11-14
Fort Baker Capital Management LP	DECREASED	5,348,000	6,735,000	-1,387,000	-21%	$6.6M	$5.3M	-$1.3M	2024-11-14
Kohlberg Kravis Roberts & Co. L.P.	UNCHANGED	3,921,000	3,921,000	0	0%	$3.9M	$3.9M	+$9.8K	2024-11-14
Penn Mutual Asset Management	UNCHANGED	2,756,000	2,756,000	0	0%	$2.7M	$2.7M	+$7.8K	2024-11-14
HighTower Advisors, LLC	UNCHANGED	2,453,000	2,453,000	0	0%	$2.4M	$2.4M	+$3.0K	2024-11-14
Macquarie Group LTD	UNCHANGED	2,435,000	2,435,000	0	0%	$2.4M	$2.4M	+$6.0K	2024-11-14
Citigroup Inc	NEW	2,137,000	—	+2,137,000	—	—	$2.1M	—	2024-11-12
Piper Sandler & Co.	NEW	1,000,000	—	+1,000,000	—	—	$983.5K	—	2024-11-13
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	DECREASED	750,000	2,500,000	-1,750,000	-70%	$2.4M	$740.2K	-$1.7M	2026-05-04
Schroder Investment Management Group	UNCHANGED	500,000	500,000	0	0%	$490.3K	$491.6K	+$1.3K	2024-11-13
Bank of Montreal	NEW	390,000	—	+390,000	—	—	$381.0K	—	2024-11-13
Pinnacle Associates LTD	INCREASED	280,000	265,000	+15,000	+6%	$258.4K	$267.2K	+$8.8K	2024-10-25
JPMorgan Chase & Co	DECREASED	260,000	1,647,000	-1,387,000	-84%	$1.6M	$254.0K	-$1.3M	2024-12-26
Wells Fargo & Company	UNCHANGED	140,000	140,000	0	0%	$136.3K	$137.6K	+$1.3K	2024-11-13
Steward Partners Investment Advisory, LLC	UNCHANGED	22,000	22,000	0	0%	$21.6K	$21.6K	+$55	2024-11-14
Raymond James Financial Services Advisors, Inc.	UNCHANGED	20,000	20,000	0	0%	$19.6K	$19.7K	+$50	2024-10-18
Kestra Private Wealth Services, LLC	UNCHANGED	20,000	20,000	0	0%	$19.6K	$19.7K	+$56	2024-11-13
Brighton Jones LLC	CLOSED	0	10,000	-10,000	-100%	$9.8K	$0	-$9.8K	2025-03-04
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-10-10

Showing 20 of 20 institutions