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IVY High Inc Opportunities F

Q3 2022 vs Q4 2022

Comparing institutional holders between quarters

Quarters

Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
DECREASED
Shares233,597 from 263,120
Change-29,523 (-11%)
Value$2.6K (-$95)
Filed 2023-01-05
Nations Financial Group Inc,
NEW
Shares119,153
Change+119,153
Value$1.3M
Filed 2023-02-07
EverSource Wealth Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$164 (+$164)
Filed 2023-02-09
FourThought Financial, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Status
Capital Investment Advisors, LLC
DECREASED233,597263,120-29,523-11%$2.7K$2.6K-$952023-01-05
Nations Financial Group Inc,
NEW119,153—+119,153——$1.3M—2023-02-07
EverSource Wealth Advisors, LLC
UNCHANGED151500%$0$164+$1642023-02-09
FourThought Financial, LLC
N/A—1,260-1,260-100%$13———
Showing 4 of 4 institutions