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Makita Corp (MKTAY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ativo Capital Management LLC
INCREASED
Shares45,012 from 45,002
Change+10 (+0%)
Value$1.5M (-$102.7K)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares1,753 from 1,544
Change+209 (+14%)
Value$58.9K (+$3.5K)
Filed 2026-10-08
First Command Advisory Services, Inc.
INCREASED
Shares138 from 16
Change+122 (+763%)
Value$4.6K (+$4.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares74 from 45
Change+29 (+64%)
Value$2.5K (+$871)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares6
Change+6
Value$201
Filed 2026-11-03
Salomon & Ludwin, LLC
CLOSED
Shares0 from 397
Change-397 (-100%)
Value$0 (-$14.0K)
Filed 2026-10-29
Hantz Financial Services, Inc.
N/A
Shares— from 51,631
Change-51,631 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Ativo Capital Management LLC
INCREASED45,01245,002+10+0%$1.6M$1.5M-$102.7K2026-10-27
Gamma Investing LLC
INCREASED1,7531,544+209+14%$55.4K$58.9K+$3.5K2026-10-08
First Command Advisory Services, Inc.
INCREASED13816+122+763%$574$4.6K+$4.1K2026-11-05
PNC Financial Services Group, Inc.
INCREASED7445+29+64%$1.6K$2.5K+$8712026-11-06
Ascentis Wealth Management, LLC
NEW6—+6——$201—2026-11-03
Salomon & Ludwin, LLC
CLOSED0397-397-100%$14.0K$0-$14.0K2026-10-29
Hantz Financial Services, Inc.
N/A—51,631-51,631-100%$1.9M———
Rhumbline Advisers
N/A—4,575-4,575-100%$164.2K———
IMA Advisory Services, Inc.
N/A—38-38-100%$1.4K———
Financial Gravity Companies, Inc.
N/A—5-5-100%$179———
Huntington National Bank
N/A—1-1-100%$36———
Showing 11 of 11 institutions