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Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jane Street Group, LLC
INCREASED
Shares101,530 from 19,720
Change+81,810 (+415%)
Value$2.7M (+$2.1M)
Filed 2024-08-15
Morgan Stanley
INCREASED
Shares92,738 from 55,091
Change+37,647 (+68%)
Value$2.4M (+$857.9K)
Filed 2025-05-14
Susquehanna International Group, LLP
INCREASED
Shares47,261 from 47,052
Change+209 (+0%)
Value$1.2M (-$101.6K)
Filed 2024-08-15
Rathbones Group PLC
INCREASED
Shares35,937 from 30,762
Change+5,175 (+17%)
Value$938.6K (+$65.1K)
Filed 2024-08-09
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares21,338 from 21,338
Change0 (0%)
Value$557 (-$49)
Filed 2024-07-26
Cardiff Park Advisors, LLC
INCREASED
Shares18,290 from 11,389
Change+6,901 (+61%)
Value$477.7K (+$154.3K)
Filed 2024-08-14
Freedom Investment Management, Inc.
INCREASED
Shares16,252 from 15,764
Change+488 (+3%)
Value$424.5K (-$23.1K)
Filed 2024-08-13
Bank of Montreal
UNCHANGED
Shares15,725 from 15,725
Change0 (0%)
Value$415.1K (-$31.9K)
Filed 2024-08-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares12,026 from 14,780
Change-2,754 (-19%)
Value$314.1K (-$105.6K)
Filed 2024-08-09
Horizons Wealth Management
DECREASED
Shares10,673 from 16,057
Change-5,384 (-34%)
Value$293.5K (-$166.7K)
Filed 2024-07-22
Truist Financial Corp
DECREASED
Shares10,302 from 10,462
Change-160 (-2%)
Value$269.1K (-$28.0K)
Filed 2024-08-21
Citadel Advisors LLC
DECREASED
Shares8,640 from 28,601
Change-19,961 (-70%)
Value$225.7K (-$586.5K)
Filed 2024-08-14
Sachem Hill LLC
INCREASED
Shares7,976 from 7,803
Change+173 (+2%)
Value$208.3K (-$13.2K)
Filed 2024-07-26
Comerica Bank
UNCHANGED
Shares4,675 from 4,675
Change0 (0%)
Value$122.1K (-$10.6K)
Filed 2024-08-15
Parallel Advisors, LLC
DECREASED
Shares2,665 from 3,160
Change-495 (-16%)
Value$69.6K (-$20.1K)
Filed 2024-08-08
Bank of America Corp
NEW
Shares2,061
Change+2,061
Value$53.8K
Filed 2024-08-14
SOA Wealth Advisors, Llc.
DECREASED
Shares1,952 from 3,679
Change-1,727 (-47%)
Value$51.0K (-$53.5K)
Filed 2024-07-17
Phillips Financial Management, LLC
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$20.4K (-$1.8K)
Filed 2024-08-08
Osaic Holdings, Inc.
DECREASED
Shares491 from 931
Change-440 (-47%)
Value$12.8K (-$13.6K)
Filed 2024-08-13
JPMorgan Chase & Co
DECREASED
Shares322 from 324
Change-2 (-1%)
Value$8.4K (-$790)
Filed 2024-12-26
NewEdge Advisors, LLC
UNCHANGED
Shares314 from 314
Change0 (0%)
Value$8.2K (-$719)
Filed 2024-08-16
UBS Group AG
INCREASED
Shares254 from 11
Change+243 (+2209%)
Value$6.6K (+$6.3K)
Filed 2024-08-14
Main Street Group, LTD
DECREASED
Shares249 from 306
Change-57 (-19%)
Value$6.5K (-$2.2K)
Filed 2024-08-06
Front Row Advisors LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$3.7K (-$318)
Filed 2024-08-16
Private Ocean, LLC
NEW
Shares136
Change+136
Value$3.6K
Filed 2024-07-30
Wells Fargo & Company
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$22 (-$6)
Filed 2024-08-13
Equitable Holdings, Inc.
CLOSED
Shares0 from 141,144
Change-141,144 (-100%)
Value$0 (-$4.0M)
Filed 2024-08-14
H D Vest Advisory Services
CLOSED
Shares0 from 7,695
Change-7,695 (-100%)
Value$0 (-$218.5K)
Filed 2024-08-09
Atlas Capital Advisors Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$851)
Filed 2024-07-30
Assetmark, Inc
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$170)
Filed 2024-08-13
Financial Gravity Wealth, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$128)
Filed 2024-08-06
FMR LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$57)
Filed 2026-11-05
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-07-23
Status
Jane Street Group, LLC
INCREASED101,53019,720+81,810+415%$560.0K$2.7M+$2.1M2024-08-15
Morgan Stanley
INCREASED92,73855,091+37,647+68%$1.6M$2.4M+$857.9K2025-05-14
Susquehanna International Group, LLP
INCREASED47,26147,052+209+0%$1.3M$1.2M-$101.6K2024-08-15
Rathbones Group PLC
INCREASED35,93730,762+5,175+17%$873.5K$938.6K+$65.1K2024-08-09
Lester Murray Antman dba SimplyRich
UNCHANGED21,33821,33800%$606$557-$492024-07-26
Cardiff Park Advisors, LLC
INCREASED18,29011,389+6,901+61%$323.4K$477.7K+$154.3K2024-08-14
Freedom Investment Management, Inc.
INCREASED16,25215,764+488+3%$447.6K$424.5K-$23.1K2024-08-13
Bank of Montreal
UNCHANGED15,72515,72500%$447.0K$415.1K-$31.9K2024-08-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED12,02614,780-2,754-19%$419.7K$314.1K-$105.6K2024-08-09
Horizons Wealth Management
DECREASED10,67316,057-5,384-34%$460.3K$293.5K-$166.7K2024-07-22
Truist Financial Corp
DECREASED10,30210,462-160-2%$297.1K$269.1K-$28.0K2024-08-21
Citadel Advisors LLC
DECREASED8,64028,601-19,961-70%$812.1K$225.7K-$586.5K2024-08-14
Sachem Hill LLC
INCREASED7,9767,803+173+2%$221.6K$208.3K-$13.2K2024-07-26
Comerica Bank
UNCHANGED4,6754,67500%$132.7K$122.1K-$10.6K2024-08-15
Parallel Advisors, LLC
DECREASED2,6653,160-495-16%$89.7K$69.6K-$20.1K2024-08-08
Bank of America Corp
NEW2,061—+2,061——$53.8K—2024-08-14
SOA Wealth Advisors, Llc.
DECREASED1,9523,679-1,727-47%$104.5K$51.0K-$53.5K2024-07-17
Phillips Financial Management, LLC
UNCHANGED78178100%$22.2K$20.4K-$1.8K2024-08-08
Osaic Holdings, Inc.
DECREASED491931-440-47%$26.4K$12.8K-$13.6K2024-08-13
JPMorgan Chase & Co
DECREASED322324-2-1%$9.2K$8.4K-$7902024-12-26
NewEdge Advisors, LLC
UNCHANGED31431400%$8.9K$8.2K-$7192024-08-16
UBS Group AG
INCREASED25411+243+2209%$312$6.6K+$6.3K2024-08-14
Main Street Group, LTD
DECREASED249306-57-19%$8.7K$6.5K-$2.2K2024-08-06
Front Row Advisors LLC
UNCHANGED14014000%$4.0K$3.7K-$3182024-08-16
Private Ocean, LLC
NEW136—+136——$3.6K—2024-07-30
Wells Fargo & Company
UNCHANGED1100%$28$22-$62024-08-13
Equitable Holdings, Inc.
CLOSED0141,144-141,144-100%$4.0M$0-$4.0M2024-08-14
H D Vest Advisory Services
CLOSED07,695-7,695-100%$218.5K$0-$218.5K2024-08-09
Atlas Capital Advisors Inc.
CLOSED030-30-100%$851$0-$8512024-07-30
Assetmark, Inc
CLOSED06-6-100%$170$0-$1702024-08-13
Financial Gravity Wealth, Inc.
CLOSED04-4-100%$128$0-$1282024-08-06
FMR LLC
CLOSED02-2-100%$57$0-$572026-11-05
Proequities, Inc.
UNCHANGED000—$0$0$02024-07-23
Showing 33 of 33 institutions