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Merrill Lynch Cap TR I GTD Cap
Q1 2025 vs Q2 2025
Comparing institutional holders between quarters
Quarters
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
All
Compare
Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
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Q2 2025 shares — high to low
Q2 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Burkett Financial Services, LLC
UNCHANGED
Shares
400
from 400
Change
0
(0%)
Value
$10.1K
(-$228)
Filed 2025-07-01
Institution
Status
Q2 2025 ↓
Q1 2025
Change
% Change
Q1 2025 Value
Q2 2025 Value
Value Change
Filed
Burkett Financial Services, LLC
UNCHANGED
400
400
0
0%
$10.3K
$10.1K
-$228
2025-07-01
Showing 1 of 1 institutions