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Q2 2022 vs Q3 2022

Comparing institutional holders between quarters

Quarters

Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Northwestern Mutual Wealth Management Co
INCREASED
Shares405,574 from 292,989
Change+112,585 (+38%)
Value$9.8K (+$2.7K)
Filed 2022-11-14
Bank of America Corp
INCREASED
Shares326,496 from 208,226
Change+118,270 (+57%)
Value$7.8K (+$2.9K)
Filed 2022-11-14
Asset Dedication, LLC
INCREASED
Shares318,820 from 315,287
Change+3,533 (+1%)
Value$7.7K (+$90)
Filed 2022-10-27
LPL Financial LLC
INCREASED
Shares280,811 from 278,810
Change+2,001 (+1%)
Value$6.8K (+$58)
Filed 2022-11-14
Morgan Stanley
DECREASED
Shares169,505 from 171,264
Change-1,759 (-1%)
Value$4.1K (-$36)
Filed 2022-11-14
Wells Fargo & Company
DECREASED
Shares163,514 from 165,450
Change-1,936 (-1%)
Value$3.9K (-$41)
Filed 2022-11-14
Royal Bank of Canada
DECREASED
Shares96,564 from 103,739
Change-7,175 (-7%)
Value$2.3K (-$169)
Filed 2022-11-14
Peloton Wealth Strategists
DECREASED
Shares91,000 from 91,500
Change-500 (-1%)
Value$2.2K (-$8)
Filed 2022-11-14
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares90,215 from 87,583
Change+2,632 (+3%)
Value$2.2K (+$67)
Filed 2022-10-25
Janney Montgomery Scott LLC
INCREASED
Shares89,735 from 89,027
Change+708 (+1%)
Value$2.2K (+$21)
Filed 2022-10-25
Commonwealth Equity Services, LLC
INCREASED
Shares58,955 from 51,205
Change+7,750 (+15%)
Value$1.4K (+$188)
Filed 2022-11-14
Northstar Group, Inc.
DECREASED
Shares47,650 from 49,648
Change-1,998 (-4%)
Value$1.1K (-$47)
Filed 2022-10-26
Flow Traders U.S. LLC
INCREASED
Shares41,879 from 39,585
Change+2,294 (+6%)
Value$1.0K (+$57)
Filed 2022-11-14
Klaas Financial Asset Advisors, LLC
DECREASED
Shares40,565 from 40,659
Change-94 (0%)
Value$975 (-$1)
Filed 2022-10-19
Jane Street Group, LLC
DECREASED
Shares37,634 from 52,314
Change-14,680 (-28%)
Value$905 (-$351)
Filed 2022-11-15
MML Investors Services, LLC
INCREASED
Shares35,080 from 12,630
Change+22,450 (+178%)
Value$843 (+$540)
Filed 2022-11-14
Cetera Advisors LLC
DECREASED
Shares26,640 from 27,348
Change-708 (-3%)
Value$640 (-$16)
Filed 2022-11-14
Leavell Investment Management, Inc.
UNCHANGED
Shares25,925 from 25,925
Change0 (0%)
Value$623 (+$1)
Filed 2022-10-17
Karlinski Andrew C
DECREASED
Shares24,157 from 65,729
Change-41,572 (-63%)
Value$581 (-$997)
Filed 2022-11-14
HighTower Advisors, LLC
DECREASED
Shares20,414 from 22,630
Change-2,216 (-10%)
Value$491 (-$53)
Filed 2022-11-09
Cambridge Investment Research Advisors, Inc.
NEW
Shares19,375
Change+19,375
Value$466
Filed 2022-10-17
Bellecapital International Ltd.
UNCHANGED
Shares16,365 from 16,365
Change0 (0%)
Value$393 ($0)
Filed 2022-11-07
M Holdings Securities, Inc.
DECREASED
Shares15,936 from 16,393
Change-457 (-3%)
Value$383 (-$11)
Filed 2022-11-17
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares15,200 from 15,200
Change0 (0%)
Value$365 ($0)
Filed 2022-10-20
Cetera Advisor Networks LLC
INCREASED
Shares13,247 from 11,886
Change+1,361 (+11%)
Value$318 (+$33)
Filed 2022-11-14
Advance Capital Management, Inc.
DECREASED
Shares12,477 from 13,930
Change-1,453 (-10%)
Value$300 (-$34)
Filed 2022-10-28
Citadel Advisors LLC
DECREASED
Shares10,896 from 43,542
Change-32,646 (-75%)
Value$262 (-$783)
Filed 2022-11-14
McLean Asset Management Corp
UNCHANGED
Shares10,550 from 10,550
Change0 (0%)
Value$253 ($0)
Filed 2022-10-12
Valley National Advisers Inc
DECREASED
Shares10,277 from 15,523
Change-5,246 (-34%)
Value$247 (-$125)
Filed 2022-11-08
Childress Capital Advisors, LLC
UNCHANGED
Shares9,493 from 9,493
Change0 (0%)
Value$228 ($0)
Filed 2022-11-04
Osaic Holdings, Inc.
INCREASED
Shares7,860 from 7,246
Change+614 (+8%)
Value$189 (+$15)
Filed 2022-11-14
UBS Group AG
NEW
Shares6,372
Change+6,372
Value$153
Filed 2022-11-10
Arrow Financial Corp
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$31 (+$1)
Filed 2022-11-07
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$24 ($0)
Filed 2022-10-21
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-11-15
Status
Northwestern Mutual Wealth Management Co
INCREASED405,574292,989+112,585+38%$7.0K$9.8K+$2.7K2022-11-14
Bank of America Corp
INCREASED326,496208,226+118,270+57%$5.0K$7.8K+$2.9K2022-11-14
Asset Dedication, LLC
INCREASED318,820315,287+3,533+1%$7.6K$7.7K+$902022-10-27
LPL Financial LLC
INCREASED280,811278,810+2,001+1%$6.7K$6.8K+$582022-11-14
Morgan Stanley
DECREASED169,505171,264-1,759-1%$4.1K$4.1K-$362022-11-14
Wells Fargo & Company
DECREASED163,514165,450-1,936-1%$4.0K$3.9K-$412022-11-14
Royal Bank of Canada
DECREASED96,564103,739-7,175-7%$2.5K$2.3K-$1692022-11-14
Peloton Wealth Strategists
DECREASED91,00091,500-500-1%$2.2K$2.2K-$82022-11-14
Raymond James Financial Services Advisors, Inc.
INCREASED90,21587,583+2,632+3%$2.1K$2.2K+$672022-10-25
Janney Montgomery Scott LLC
INCREASED89,73589,027+708+1%$2.1K$2.2K+$212022-10-25
Commonwealth Equity Services, LLC
INCREASED58,95551,205+7,750+15%$1.2K$1.4K+$1882022-11-14
Northstar Group, Inc.
DECREASED47,65049,648-1,998-4%$1.2K$1.1K-$472022-10-26
Flow Traders U.S. LLC
INCREASED41,87939,585+2,294+6%$950$1.0K+$572022-11-14
Klaas Financial Asset Advisors, LLC
DECREASED40,56540,659-940%$976$975-$12022-10-19
Jane Street Group, LLC
DECREASED37,63452,314-14,680-28%$1.3K$905-$3512022-11-15
MML Investors Services, LLC
INCREASED35,08012,630+22,450+178%$303$843+$5402022-11-14
Cetera Advisors LLC
DECREASED26,64027,348-708-3%$656$640-$162022-11-14
Leavell Investment Management, Inc.
UNCHANGED25,92525,92500%$622$623+$12022-10-17
Karlinski Andrew C
DECREASED24,15765,729-41,572-63%$1.6K$581-$9972022-11-14
HighTower Advisors, LLC
DECREASED20,41422,630-2,216-10%$544$491-$532022-11-09
Cambridge Investment Research Advisors, Inc.
NEW19,375—+19,375——$466—2022-10-17
Bellecapital International Ltd.
UNCHANGED16,36516,36500%$393$393$02022-11-07
M Holdings Securities, Inc.
DECREASED15,93616,393-457-3%$394$383-$112022-11-17
Colton Groome Financial Advisors, LLC
UNCHANGED15,20015,20000%$365$365$02022-10-20
Cetera Advisor Networks LLC
INCREASED13,24711,886+1,361+11%$285$318+$332022-11-14
Advance Capital Management, Inc.
DECREASED12,47713,930-1,453-10%$334$300-$342022-10-28
Citadel Advisors LLC
DECREASED10,89643,542-32,646-75%$1.0K$262-$7832022-11-14
McLean Asset Management Corp
UNCHANGED10,55010,55000%$253$253$02022-10-12
Valley National Advisers Inc
DECREASED10,27715,523-5,246-34%$372$247-$1252022-11-08
Childress Capital Advisors, LLC
UNCHANGED9,4939,49300%$228$228$02022-11-04
Osaic Holdings, Inc.
INCREASED7,8607,246+614+8%$174$189+$152022-11-14
UBS Group AG
NEW6,372—+6,372——$153—2022-11-10
Arrow Financial Corp
UNCHANGED1,2701,27000%$30$31+$12022-11-07
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1,0001,00000%$24$24$02022-10-21
Proequities, Inc.
UNCHANGED000—$0$0$02022-11-15
Showing 35 of 35 institutions