Lipocine Inc New

Q4 2022 vs Q1 2023

Comparing institutional holders between quarters

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

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Vanguard Group Inc

UNCHANGED

Shares3,799,298 from 3,799,298

Change0 (0%)

Value$1.2M (-$302.8K)

Filed 2023-07-14

BlackRock Inc.

INCREASED

Shares1,467,420 from 1,461,072

Change+6,348 (+0%)

Value$466.8K (-$114.4K)

Filed 2023-05-12

Geode Capital Management, LLC

UNCHANGED

Shares830,063 from 830,063

Change0 (0%)

Value$264.0K (+$263.7K)

Filed 2023-05-15

Wealth Effects LLC

DECREASED

Shares756,674 from 1,178,834

Change-422,160 (-36%)

Value$240.7K (-$228.2K)

Filed 2023-05-04

Bridgeway Capital Management, LLC

DECREASED

Shares419,300 from 425,664

Change-6,364 (-1%)

Value$133.4K (-$30.1K)

Filed 2023-05-15

State Street Corp

UNCHANGED

Shares316,633 from 316,633

Change0 (0%)

Value$100.7K (-$20.9K)

Filed 2023-05-15

Kestra Advisory Services, LLC

UNCHANGED

Shares283,918 from 283,918

Change0 (0%)

Value$90.3K (-$22.6K)

Filed 2023-05-12

Two Sigma Investments, LP

DECREASED

Shares253,977 from 289,281

Change-35,304 (-12%)

Value$80.8K (-$34.3K)

Filed 2023-05-15

Renaissance Technologies LLC

INCREASED

Shares198,349 from 196,300

Change+2,049 (+1%)

Value$63 (-$15)

Filed 2023-05-12

Millennium Management LLC

INCREASED

Shares184,538 from 61,853

Change+122,685 (+198%)

Value$59 (+$35)

Filed 2023-05-15

Price T Rowe Associates Inc

DECREASED

Shares174,600 from 184,662

Change-10,062 (-5%)

Value$56 (-$15)

Filed 2023-05-15

Northern Trust Corp

UNCHANGED

Shares160,603 from 160,603

Change0 (0%)

Value$51.1K (-$12.8K)

Filed 2023-05-15

Two Sigma Advisers, LP

DECREASED

Shares132,000 from 162,500

Change-30,500 (-19%)

Value$42.0K (-$22.7K)

Filed 2023-05-15

Susquehanna International Group, LLP

INCREASED

Shares116,372 from 37,017

Change+79,355 (+214%)

Value$37.0K (+$22.3K)

Filed 2023-05-16

Citadel Advisors LLC

DECREASED

Shares93,393 from 106,592

Change-13,199 (-12%)

Value$29.7K (-$11.2K)

Filed 2023-05-15

MML Investors Services, LLC

UNCHANGED

Shares77,000 from 77,000

Change0 (0%)

Value$24 (-$7)

Filed 2023-05-12

EP Wealth Advisors, LLC

INCREASED

Shares66,983 from 26,637

Change+40,346 (+151%)

Value$13.4M (+$13.4M)

Filed 2023-06-05

Choreo, LLC

UNCHANGED

Shares65,212 from 65,212

Change0 (0%)

Value$20.7K (-$4.3K)

Filed 2023-05-15

Wealthspan Partners, LLC

DECREASED

Shares65,200 from 73,950

Change-8,750 (-12%)

Value$20.7K (-$8.7K)

Filed 2023-04-21

LPL Financial LLC

DECREASED

Shares56,500 from 61,500

Change-5,000 (-8%)

Value$18.0K (-$6.5K)

Filed 2023-05-10

Bank of New York Mellon Corp

NEW

Shares52,960

Change+52,960

Value$16.8K

Filed 2023-05-09

Carson Advisory Inc.

NEW

Shares52,000

Change+52,000

Value$16.5K

Filed 2023-05-05

Ameriprise Financial Inc

DECREASED

Shares44,000 from 44,110

Change-110 (0%)

Value$14.0K (-$4.0K)

Filed 2023-05-22

Jane Street Group, LLC

INCREASED

Shares40,868 from 16,506

Change+24,362 (+148%)

Value$13.0K (+$6.4K)

Filed 2023-05-16

Aaron Wealth Advisors LLC

UNCHANGED

Shares35,949 from 35,949

Change0 (0%)

Value$11.4K (-$2.4K)

Filed 2023-05-02

Tower Research Capital LLC (TRC)

INCREASED

Shares26,772 from 19,544

Change+7,228 (+37%)

Value$9 (+$1)

Filed 2023-05-09

UBS Group AG

INCREASED

Shares25,113 from 11,463

Change+13,650 (+119%)

Value$8.0K (+$3.4K)

Filed 2023-05-12

Morgan Stanley

DECREASED

Shares23,481 from 23,482

Change-1 (0%)

Value$7.5K (-$1.9K)

Filed 2023-05-15

Moloney Securities Asset Management, LLC

UNCHANGED

Shares22,500 from 22,500

Change0 (0%)

Value$7.2K (-$1.8K)

Filed 2023-05-12

Virtu Financial LLC

NEW

Shares20,487

Change+20,487

Value$7

Filed 2023-05-01

Cornerstone Wealth Management, LLC

NEW

Shares16,000

Change+16,000

Value$5.1K

Filed 2023-05-15

Azzad Asset Management Inc

NEW

Shares15,000

Change+15,000

Value$4.8K

Filed 2024-04-01

Kestra Private Wealth Services, LLC

UNCHANGED

Shares14,461 from 14,461

Change0 (0%)

Value$4.6K (-$1.2K)

Filed 2023-05-12

Cutler Group LP

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$4 (-$1)

Filed 2023-05-01

Snowden Capital Advisors LLC

UNCHANGED

Shares12,578 from 12,578

Change0 (0%)

Value$4.0K (-$1.0K)

Filed 2023-05-15

Acadian Asset Management LLC

DECREASED

Shares12,010 from 85,070

Change-73,060 (-86%)

Value$3 (-$29)

Filed 2023-05-11

Creative Planning

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$3.2K (-$797)

Filed 2023-05-15

Caldwell Sutter Capital, Inc.

NEW

Shares8,000

Change+8,000

Value$2.5K

Filed 2023-04-25

JPMorgan Chase & Co

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$1.0K (+$999)

Filed 2023-05-18

Group One Trading LLC

NEW

Shares2,046

Change+2,046

Value$651

Filed 2023-05-12

Osaic Holdings, Inc.

UNCHANGED

Shares1,150 from 1,150

Change0 (0%)

Value$365 (+$365)

Filed 2023-05-12

Bank of America Corp

DECREASED

Shares1,000 from 1,198

Change-198 (-17%)

Value$318 (-$157)

Filed 2023-05-12

Wells Fargo & Company

INCREASED

Shares612 from 603

Change+9 (+1%)

Value$195 (-$45)

Filed 2023-05-12

NewSquare Capital LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$64 (-$13)

Filed 2023-05-01

Mercer Global Advisors Inc

CLOSED

Shares0 from 159,111

Change-159,111 (-100%)

Value$0 (-$63)

Filed 2023-05-16

Bailard, Inc.

CLOSED

Shares0 from 82,957

Change-82,957 (-100%)

Value$0 (-$31.9K)

Filed 2023-05-08

Merit Financial Group, LLC

CLOSED

Shares0 from 29,901

Change-29,901 (-100%)

Value$0 (-$11.9K)

Filed 2023-04-24

Two Sigma Securities, LLC

CLOSED

Shares0 from 16,796

Change-16,796 (-100%)

Value$0 (-$6.7K)

Filed 2023-05-15

Belvedere Trading LLC

CLOSED

Shares0 from 4,200

Change-4,200 (-100%)

Value$0 (-$1.7K)

Filed 2023-05-15

Benjamin F. Edwards & Company, Inc.

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$1)

Filed 2023-04-27

Truvestments Capital LLC

CLOSED

Shares0 from 1,407

Change-1,407 (-100%)

Value$0 (-$560)

Filed 2023-05-12

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$80)

Filed 2023-05-15

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$20)

Filed 2023-05-15

Plante Moran Financial Advisors, LLC

DECREASED

Shares0 from 17,000

Change-17,000 (-100%)

Value$0 (-$6.5K)

Filed 2023-05-08

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-05-15

	Status
Vanguard Group Inc	UNCHANGED	3,799,298	3,799,298	0	0%	$1.5M	$1.2M	-$302.8K	2023-07-14
BlackRock Inc.	INCREASED	1,467,420	1,461,072	+6,348	+0%	$581.2K	$466.8K	-$114.4K	2023-05-12
Geode Capital Management, LLC	UNCHANGED	830,063	830,063	0	0%	$318	$264.0K	+$263.7K	2023-05-15
Wealth Effects LLC	DECREASED	756,674	1,178,834	-422,160	-36%	$468.9K	$240.7K	-$228.2K	2023-05-04
Bridgeway Capital Management, LLC	DECREASED	419,300	425,664	-6,364	-1%	$163.5K	$133.4K	-$30.1K	2023-05-15
State Street Corp	UNCHANGED	316,633	316,633	0	0%	$121.6K	$100.7K	-$20.9K	2023-05-15
Kestra Advisory Services, LLC	UNCHANGED	283,918	283,918	0	0%	$112.9K	$90.3K	-$22.6K	2023-05-12
Two Sigma Investments, LP	DECREASED	253,977	289,281	-35,304	-12%	$115.1K	$80.8K	-$34.3K	2023-05-15
Renaissance Technologies LLC	INCREASED	198,349	196,300	+2,049	+1%	$78	$63	-$15	2023-05-12
Millennium Management LLC	INCREASED	184,538	61,853	+122,685	+198%	$24	$59	+$35	2023-05-15
Price T Rowe Associates Inc	DECREASED	174,600	184,662	-10,062	-5%	$71	$56	-$15	2023-05-15
Northern Trust Corp	UNCHANGED	160,603	160,603	0	0%	$63.9K	$51.1K	-$12.8K	2023-05-15
Two Sigma Advisers, LP	DECREASED	132,000	162,500	-30,500	-19%	$64.6K	$42.0K	-$22.7K	2023-05-15
Susquehanna International Group, LLP	INCREASED	116,372	37,017	+79,355	+214%	$14.7K	$37.0K	+$22.3K	2023-05-16
Citadel Advisors LLC	DECREASED	93,393	106,592	-13,199	-12%	$40.9K	$29.7K	-$11.2K	2023-05-15
MML Investors Services, LLC	UNCHANGED	77,000	77,000	0	0%	$31	$24	-$7	2023-05-12
EP Wealth Advisors, LLC	INCREASED	66,983	26,637	+40,346	+151%	$10.2K	$13.4M	+$13.4M	2023-06-05
Choreo, LLC	UNCHANGED	65,212	65,212	0	0%	$25.0K	$20.7K	-$4.3K	2023-05-15
Wealthspan Partners, LLC	DECREASED	65,200	73,950	-8,750	-12%	$29.4K	$20.7K	-$8.7K	2023-04-21
LPL Financial LLC	DECREASED	56,500	61,500	-5,000	-8%	$24.5K	$18.0K	-$6.5K	2023-05-10
Bank of New York Mellon Corp	NEW	52,960	—	+52,960	—	—	$16.8K	—	2023-05-09
Carson Advisory Inc.	NEW	52,000	—	+52,000	—	—	$16.5K	—	2023-05-05
Ameriprise Financial Inc	DECREASED	44,000	44,110	-110	0%	$18.0K	$14.0K	-$4.0K	2023-05-22
Jane Street Group, LLC	INCREASED	40,868	16,506	+24,362	+148%	$6.6K	$13.0K	+$6.4K	2023-05-16
Aaron Wealth Advisors LLC	UNCHANGED	35,949	35,949	0	0%	$13.8K	$11.4K	-$2.4K	2023-05-02
Tower Research Capital LLC (TRC)	INCREASED	26,772	19,544	+7,228	+37%	$8	$9	+$1	2023-05-09
UBS Group AG	INCREASED	25,113	11,463	+13,650	+119%	$4.6K	$8.0K	+$3.4K	2023-05-12
Morgan Stanley	DECREASED	23,481	23,482	-1	0%	$9.3K	$7.5K	-$1.9K	2023-05-15
Moloney Securities Asset Management, LLC	UNCHANGED	22,500	22,500	0	0%	$9.0K	$7.2K	-$1.8K	2023-05-12
Virtu Financial LLC	NEW	20,487	—	+20,487	—	—	$7	—	2023-05-01
Cornerstone Wealth Management, LLC	NEW	16,000	—	+16,000	—	—	$5.1K	—	2023-05-15
Azzad Asset Management Inc	NEW	15,000	—	+15,000	—	—	$4.8K	—	2024-04-01
Kestra Private Wealth Services, LLC	UNCHANGED	14,461	14,461	0	0%	$5.8K	$4.6K	-$1.2K	2023-05-12
Cutler Group LP	UNCHANGED	13,000	13,000	0	0%	$5	$4	-$1	2023-05-01
Snowden Capital Advisors LLC	UNCHANGED	12,578	12,578	0	0%	$5.0K	$4.0K	-$1.0K	2023-05-15
Acadian Asset Management LLC	DECREASED	12,010	85,070	-73,060	-86%	$32	$3	-$29	2023-05-11
Creative Planning	UNCHANGED	10,000	10,000	0	0%	$4.0K	$3.2K	-$797	2023-05-15
Caldwell Sutter Capital, Inc.	NEW	8,000	—	+8,000	—	—	$2.5K	—	2023-04-25
JPMorgan Chase & Co	UNCHANGED	3,000	3,000	0	0%	$1	$1.0K	+$999	2023-05-18
Group One Trading LLC	NEW	2,046	—	+2,046	—	—	$651	—	2023-05-12
Osaic Holdings, Inc.	UNCHANGED	1,150	1,150	0	0%	$0	$365	+$365	2023-05-12
Bank of America Corp	DECREASED	1,000	1,198	-198	-17%	$475	$318	-$157	2023-05-12
Wells Fargo & Company	INCREASED	612	603	+9	+1%	$240	$195	-$45	2023-05-12
NewSquare Capital LLC	UNCHANGED	200	200	0	0%	$77	$64	-$13	2023-05-01
Mercer Global Advisors Inc	CLOSED	0	159,111	-159,111	-100%	$63	$0	-$63	2023-05-16
Bailard, Inc.	CLOSED	0	82,957	-82,957	-100%	$31.9K	$0	-$31.9K	2023-05-08
Merit Financial Group, LLC	CLOSED	0	29,901	-29,901	-100%	$11.9K	$0	-$11.9K	2023-04-24
Two Sigma Securities, LLC	CLOSED	0	16,796	-16,796	-100%	$6.7K	$0	-$6.7K	2023-05-15
Belvedere Trading LLC	CLOSED	0	4,200	-4,200	-100%	$1.7K	$0	-$1.7K	2023-05-15
Benjamin F. Edwards & Company, Inc.	CLOSED	0	1,500	-1,500	-100%	$1	$0	-$1	2023-04-27
Truvestments Capital LLC	CLOSED	0	1,407	-1,407	-100%	$560	$0	-$560	2023-05-12
PNC Financial Services Group, Inc.	CLOSED	0	200	-200	-100%	$80	$0	-$80	2023-05-15
Northwestern Mutual Wealth Management Co	CLOSED	0	51	-51	-100%	$20	$0	-$20	2023-05-15
Plante Moran Financial Advisors, LLC	DECREASED	0	17,000	-17,000	-100%	$6.5K	$0	-$6.5K	2023-05-08
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-05-15

Showing 55 of 55 institutions