Microchip Technology Inc

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

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

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Soros Fund Management LLC

NEW

Shares130,315,000

Change+130,315,000

Value$129.7M

Filed 2024-11-14

Mackay Shields LLC

DECREASED

Shares77,438,000 from 77,613,000

Change-175,000 (0%)

Value$77.4M (-$4.8M)

Filed 2024-10-31

Susquehanna International Group, LLP

INCREASED

Shares66,884,000 from 14,500,000

Change+52,384,000 (+361%)

Value$66.6M (+$51.4M)

Filed 2024-11-14

Sona Asset Management (US) LLC

INCREASED

Shares34,082,000 from 20,000,000

Change+14,082,000 (+70%)

Value$33.9M (+$12.8M)

Filed 2024-11-14

Man Group plc

NEW

Shares33,000,000

Change+33,000,000

Value$33.0M

Filed 2024-11-14

Walleye Capital LLC

INCREASED

Shares30,377,000 from 18,055,000

Change+12,322,000 (+68%)

Value$30.4M (+$11.3M)

Filed 2024-11-14

AQR Arbitrage LLC

DECREASED

Shares24,343,000 from 37,593,000

Change-13,250,000 (-35%)

Value$24.4M (-$15.5M)

Filed 2024-11-14

American Century Companies Inc

DECREASED

Shares22,819,000 from 28,998,000

Change-6,179,000 (-21%)

Value$22.8M (-$7.9M)

Filed 2024-11-12

Millennium Management LLC

INCREASED

Shares20,058,000 from 17,500,000

Change+2,558,000 (+15%)

Value$20.0M (+$1.5M)

Filed 2024-11-14

Citadel Advisors LLC

INCREASED

Shares20,000,000 from 14,000,000

Change+6,000,000 (+43%)

Value$19.9M (+$5.2M)

Filed 2024-11-14

CSS LLC

NEW

Shares16,717,000

Change+16,717,000

Value$16.7M

Filed 2024-11-14

Wells Fargo & Company

INCREASED

Shares15,700,000 from 1,783,000

Change+13,917,000 (+781%)

Value$15.6M (+$13.7M)

Filed 2024-11-13

Jane Street Group, LLC

INCREASED

Shares12,301,000 from 6,671,000

Change+5,630,000 (+84%)

Value$12.3M (+$5.2M)

Filed 2024-11-15

FMR LLC

DECREASED

Shares11,105,000 from 11,350,000

Change-245,000 (-2%)

Value$11.1M (-$920.6K)

Filed 2026-11-05

State Street Corp

INCREASED

Shares9,892,000 from 8,892,000

Change+1,000,000 (+11%)

Value$9.9M (+$471.4K)

Filed 2024-11-14

Daiwa Securities Group Inc.

NEW

Shares8,000,000

Change+8,000,000

Value$8.0K

Filed 2024-11-12

Jefferies Financial Group Inc.

DECREASED

Shares7,859,000 from 9,822,000

Change-1,963,000 (-20%)

Value$7.8M (-$2.6M)

Filed 2024-11-14

JPMorgan Chase & Co

DECREASED

Shares7,479,000 from 31,686,000

Change-24,207,000 (-76%)

Value$7.5M (-$26.0M)

Filed 2024-12-26

Lombard Odier Asset Management (Europe) Ltd

UNCHANGED

Shares6,634,000 from 6,634,000

Change0 (0%)

Value$6.6M (-$359.4K)

Filed 2024-11-14

Moore Capital Management, LP

DECREASED

Shares6,000,000 from 9,000,000

Change-3,000,000 (-33%)

Value$6.0M (-$3.5M)

Filed 2024-11-14

BlackRock, Inc.

INCREASED

Shares5,625,000 from 5,225,000

Change+400,000 (+8%)

Value$5.6M (+$86.7K)

Filed 2024-11-13

Lord, Abbett & Co. LLC

DECREASED

Shares5,339,000 from 11,818,000

Change-6,479,000 (-55%)

Value$5.3K (-$7.2K)

Filed 2024-12-13

Nicholas Investment Partners, LP

UNCHANGED

Shares4,650,000 from 4,650,000

Change0 (0%)

Value$4.6M (-$277.2K)

Filed 2024-11-12

Morgan Stanley

INCREASED

Shares3,567,000 from 2,065,000

Change+1,502,000 (+73%)

Value$3.6M (+$1.4M)

Filed 2025-05-14

Warberg Asset Management LLC

INCREASED

Shares2,486,000 from 193,000

Change+2,293,000 (+1188%)

Value$2.5M (+$2.3M)

Filed 2024-11-06

UBS Asset Management Americas LLC

UNCHANGED

Shares2,198,000 from 2,198,000

Change0 (0%)

Value$2.2M (-$131.0K)

Filed 2024-11-14

Calamos Advisors LLC

DECREASED

Shares2,072,000 from 2,195,000

Change-123,000 (-6%)

Value$2.1M (-$254.6K)

Filed 2024-11-07

Paloma Partners Management Co

INCREASED

Shares1,704,000 from 1,200,000

Change+504,000 (+42%)

Value$1.7M (+$431.4K)

Filed 2024-11-14

Mizuho Securities USA Inc.

DECREASED

Shares1,500,000 from 11,899,000

Change-10,399,000 (-87%)

Value$1.5M (-$11.0M)

Filed 2024-11-12

Bank of New York Mellon Corp

INCREASED

Shares1,200,000 from 600,000

Change+600,000 (+100%)

Value$1.2M (+$560.5K)

Filed 2024-11-12

Macquarie Group LTD

NEW

Shares1,000,000

Change+1,000,000

Value$1.0M

Filed 2024-11-14

Citigroup Inc

NEW

Shares850,000

Change+850,000

Value$846.2K

Filed 2024-11-12

Advent Capital Management

DECREASED

Shares605,000 from 22,463,000

Change-21,858,000 (-97%)

Value$605.3K (-$23.2M)

Filed 2024-11-13

Palisade Capital Management, LP

UNCHANGED

Shares386,000 from 386,000

Change0 (0%)

Value$385.2K (-$22.3K)

Filed 2024-11-14

Calamos Wealth Management LLC

UNCHANGED

Shares369,000 from 369,000

Change0 (0%)

Value$367.7K (-$22.2K)

Filed 2024-11-12

SEI Investments Co

DECREASED

Shares300,000 from 976,000

Change-676,000 (-69%)

Value$298.7K (-$734.5K)

Filed 2024-11-12

SSI Investment Management LLC

UNCHANGED

Shares259,000 from 259,000

Change0 (0%)

Value$257.8K (-$15.4K)

Filed 2024-11-08

Oppenheimer Asset Management Inc.

DECREASED

Shares178,000 from 187,000

Change-9,000 (-5%)

Value$177.2K (-$20.1K)

Filed 2024-11-05

Amundi

UNCHANGED

Shares174,000 from 174,000

Change0 (0%)

Value$173.0K (-$11.8K)

Filed 2024-11-13

Nomura Holdings Inc

DECREASED

Shares114,813 from 156,267

Change-41,454 (-27%)

Value$9.2M (-$5.1M)

Filed 2025-01-13

&partners

INCREASED

Shares111,000 from 91,000

Change+20,000 (+22%)

Value$110.5K (+$14.5K)

Filed 2024-11-14

Argent Trust Co

UNCHANGED

Shares105,000 from 105,000

Change0 (0%)

Value$104.5K (-$6.3K)

Filed 2024-11-13

Stephens Inc

DECREASED

Shares95,000 from 102,000

Change-7,000 (-7%)

Value$94.6K (-$13.0K)

Filed 2024-10-28

US Bancorp \de\

INCREASED

Shares60,000 from 55,000

Change+5,000 (+9%)

Value$59.7K (+$1.7K)

Filed 2024-10-28

Barclays PLC

DECREASED

Shares59,000 from 313,000

Change-254,000 (-81%)

Value$58.7K (-$272.1K)

Filed 2026-03-31

Fox Hill Wealth Management

UNCHANGED

Shares51,000 from 51,000

Change0 (0%)

Value$51.0K (-$2.8K)

Filed 2024-11-14

Raymond James & Associates

INCREASED

Shares48,000 from 42,000

Change+6,000 (+14%)

Value$47.8K (+$3.5K)

Filed 2024-10-18

Lake Street Advisors Group, LLC

NEW

Shares38,000

Change+38,000

Value$37.8K

Filed 2024-10-23

Balboa Wealth Partners

UNCHANGED

Shares32,000 from 32,000

Change0 (0%)

Value$32.0K (-$1.7K)

Filed 2024-11-06

Wealth Enhancement Advisory Services, LLC

NEW

Shares18,000

Change+18,000

Value$18.0K

Filed 2024-10-24

Stonegate Investment Group, LLC

DECREASED

Shares13,000 from 24,000

Change-11,000 (-46%)

Value$12.9K (-$12.4K)

Filed 2024-10-17

Bank of Montreal

DECREASED

Shares7,000 from 8,207,000

Change-8,200,000 (-100%)

Value$7.0K (-$8.6M)

Filed 2024-11-13

Royal Bank of Canada

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$7.0K ($0)

Filed 2024-11-14

Comerica Bank

INCREASED

Shares5,000 from 2,000

Change+3,000 (+150%)

Value$5.0K (+$2.9K)

Filed 2024-11-14

UBS Group AG

INCREASED

Shares3,000 from 2,000

Change+1,000 (+50%)

Value$3.0K (+$877)

Filed 2024-11-14

Rothschild Investment LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$3.0K (-$178)

Filed 2024-10-18

Voya Investment Management LLC

CLOSED

Shares0 from 144,695,000

Change-144,695,000 (-100%)

Value$0 (-$153.4M)

Filed 2025-02-07

Sculptor Capital LP

CLOSED

Shares0 from 34,000,000

Change-34,000,000 (-100%)

Value$0 (-$35.9M)

Filed 2026-02-26

LMR Partners LLP

CLOSED

Shares0 from 20,000,000

Change-20,000,000 (-100%)

Value$0 (-$21.1M)

Filed 2024-11-07

Thrivent Financial for Lutherans

CLOSED

Shares0 from 19,805,000

Change-19,805,000 (-100%)

Value$0 (-$20.9K)

Filed 2024-11-07

Jump Financial, LLC

CLOSED

Shares0 from 15,000,000

Change-15,000,000 (-100%)

Value$0 (-$15.8M)

Filed 2024-11-14

III Capital Management

CLOSED

Shares0 from 9,000,000

Change-9,000,000 (-100%)

Value$0 (-$9.5M)

Filed 2024-11-14

BNP Paribas Financial Markets

CLOSED

Shares0 from 5,794,000

Change-5,794,000 (-100%)

Value$0 (-$6.1M)

Filed 2024-11-13

Shaolin Capital Management LLC

CLOSED

Shares0 from 4,000,000

Change-4,000,000 (-100%)

Value$0 (-$4.2M)

Filed 2024-11-18

New York State Common Retirement Fund

CLOSED

Shares0 from 3,412,000

Change-3,412,000 (-100%)

Value$0 (-$3.6M)

Filed 2025-10-08

Bank of America Corp

CLOSED

Shares0 from 3,295,700

Change-3,295,700 (-100%)

Value$0 (-$3.5M)

Filed 2025-03-18

Toronto Dominion Bank

CLOSED

Shares0 from 2,500,000

Change-2,500,000 (-100%)

Value$0 (-$2.6M)

Filed 2024-11-18

Bluefin Capital Management, LLC

CLOSED

Shares0 from 2,500,000

Change-2,500,000 (-100%)

Value$0 (-$2.6M)

Filed 2024-11-14

Two Sigma Investments, LP

CLOSED

Shares0 from 1,500,000

Change-1,500,000 (-100%)

Value$0 (-$1.6M)

Filed 2024-11-14

Lazard Asset Management LLC

CLOSED

Shares0 from 1,081,000

Change-1,081,000 (-100%)

Value$0 (-$1.1K)

Filed 2024-11-14

AGF Management LTD

CLOSED

Shares0 from 1,078,000

Change-1,078,000 (-100%)

Value$0 (-$1.1M)

Filed 2024-11-12

Wellesley Asset Management

CLOSED

Shares0 from 500,000

Change-500,000 (-100%)

Value$0 (-$528.4K)

Filed 2024-10-23

Boothbay Fund Management, LLC

CLOSED

Shares0 from 261,000

Change-261,000 (-100%)

Value$0 (-$275.8K)

Filed 2024-11-14

Choreo, LLC

CLOSED

Shares0 from 32,000

Change-32,000 (-100%)

Value$0 (-$33.8K)

Filed 2024-11-07

Insigneo Advisory Services, LLC

CLOSED

Shares0 from 24,000

Change-24,000 (-100%)

Value$0 (-$23.8K)

Filed 2024-11-15

Goldstein Advisors, LLC

CLOSED

Shares0 from 16,000

Change-16,000 (-100%)

Value$0 (-$16.8K)

Filed 2024-10-24

Lanark Financial, Inc.

CLOSED

Shares0 from 14,000

Change-14,000 (-100%)

Value$0 (-$14)

Filed 2024-10-15

Aurum Wealth Management Group, LLC

CLOSED

Shares0 from 13,000

Change-13,000 (-100%)

Value$0 (-$13.7K)

Filed 2024-10-08

Laffer Tengler Investments, Inc.

CLOSED

Shares0 from 2,443

Change-2,443 (-100%)

Value$0 (-$2.6M)

Filed 2024-11-04

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-10-10

Nomura Asset Management Co LTD

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-11-15

	Status
Soros Fund Management LLC	NEW	130,315,000	—	+130,315,000	—	—	$129.7M	—	2024-11-14
Mackay Shields LLC	DECREASED	77,438,000	77,613,000	-175,000	0%	$82.2M	$77.4M	-$4.8M	2024-10-31
Susquehanna International Group, LLP	INCREASED	66,884,000	14,500,000	+52,384,000	+361%	$15.3M	$66.6M	+$51.4M	2024-11-14
Sona Asset Management (US) LLC	INCREASED	34,082,000	20,000,000	+14,082,000	+70%	$21.1M	$33.9M	+$12.8M	2024-11-14
Man Group plc	NEW	33,000,000	—	+33,000,000	—	—	$33.0M	—	2024-11-14
Walleye Capital LLC	INCREASED	30,377,000	18,055,000	+12,322,000	+68%	$19.1M	$30.4M	+$11.3M	2024-11-14
AQR Arbitrage LLC	DECREASED	24,343,000	37,593,000	-13,250,000	-35%	$39.9M	$24.4M	-$15.5M	2024-11-14
American Century Companies Inc	DECREASED	22,819,000	28,998,000	-6,179,000	-21%	$30.7M	$22.8M	-$7.9M	2024-11-12
Millennium Management LLC	INCREASED	20,058,000	17,500,000	+2,558,000	+15%	$18.5M	$20.0M	+$1.5M	2024-11-14
Citadel Advisors LLC	INCREASED	20,000,000	14,000,000	+6,000,000	+43%	$14.8M	$19.9M	+$5.2M	2024-11-14
CSS LLC	NEW	16,717,000	—	+16,717,000	—	—	$16.7M	—	2024-11-14
Wells Fargo & Company	INCREASED	15,700,000	1,783,000	+13,917,000	+781%	$1.9M	$15.6M	+$13.7M	2024-11-13
Jane Street Group, LLC	INCREASED	12,301,000	6,671,000	+5,630,000	+84%	$7.0M	$12.3M	+$5.2M	2024-11-15
FMR LLC	DECREASED	11,105,000	11,350,000	-245,000	-2%	$12.0M	$11.1M	-$920.6K	2026-11-05
State Street Corp	INCREASED	9,892,000	8,892,000	+1,000,000	+11%	$9.4M	$9.9M	+$471.4K	2024-11-14
Daiwa Securities Group Inc.	NEW	8,000,000	—	+8,000,000	—	—	$8.0K	—	2024-11-12
Jefferies Financial Group Inc.	DECREASED	7,859,000	9,822,000	-1,963,000	-20%	$10.4M	$7.8M	-$2.6M	2024-11-14
JPMorgan Chase & Co	DECREASED	7,479,000	31,686,000	-24,207,000	-76%	$33.5M	$7.5M	-$26.0M	2024-12-26
Lombard Odier Asset Management (Europe) Ltd	UNCHANGED	6,634,000	6,634,000	0	0%	$7.0M	$6.6M	-$359.4K	2024-11-14
Moore Capital Management, LP	DECREASED	6,000,000	9,000,000	-3,000,000	-33%	$9.5M	$6.0M	-$3.5M	2024-11-14
BlackRock, Inc.	INCREASED	5,625,000	5,225,000	+400,000	+8%	$5.5M	$5.6M	+$86.7K	2024-11-13
Lord, Abbett & Co. LLC	DECREASED	5,339,000	11,818,000	-6,479,000	-55%	$12.5K	$5.3K	-$7.2K	2024-12-13
Nicholas Investment Partners, LP	UNCHANGED	4,650,000	4,650,000	0	0%	$4.9M	$4.6M	-$277.2K	2024-11-12
Morgan Stanley	INCREASED	3,567,000	2,065,000	+1,502,000	+73%	$2.2M	$3.6M	+$1.4M	2025-05-14
Warberg Asset Management LLC	INCREASED	2,486,000	193,000	+2,293,000	+1188%	$203.8K	$2.5M	+$2.3M	2024-11-06
UBS Asset Management Americas LLC	UNCHANGED	2,198,000	2,198,000	0	0%	$2.3M	$2.2M	-$131.0K	2024-11-14
Calamos Advisors LLC	DECREASED	2,072,000	2,195,000	-123,000	-6%	$2.3M	$2.1M	-$254.6K	2024-11-07
Paloma Partners Management Co	INCREASED	1,704,000	1,200,000	+504,000	+42%	$1.3M	$1.7M	+$431.4K	2024-11-14
Mizuho Securities USA Inc.	DECREASED	1,500,000	11,899,000	-10,399,000	-87%	$12.5M	$1.5M	-$11.0M	2024-11-12
Bank of New York Mellon Corp	INCREASED	1,200,000	600,000	+600,000	+100%	$634.2K	$1.2M	+$560.5K	2024-11-12
Macquarie Group LTD	NEW	1,000,000	—	+1,000,000	—	—	$1.0M	—	2024-11-14
Citigroup Inc	NEW	850,000	—	+850,000	—	—	$846.2K	—	2024-11-12
Advent Capital Management	DECREASED	605,000	22,463,000	-21,858,000	-97%	$23.8M	$605.3K	-$23.2M	2024-11-13
Palisade Capital Management, LP	UNCHANGED	386,000	386,000	0	0%	$407.5K	$385.2K	-$22.3K	2024-11-14
Calamos Wealth Management LLC	UNCHANGED	369,000	369,000	0	0%	$389.9K	$367.7K	-$22.2K	2024-11-12
SEI Investments Co	DECREASED	300,000	976,000	-676,000	-69%	$1.0M	$298.7K	-$734.5K	2024-11-12
SSI Investment Management LLC	UNCHANGED	259,000	259,000	0	0%	$273.3K	$257.8K	-$15.4K	2024-11-08
Oppenheimer Asset Management Inc.	DECREASED	178,000	187,000	-9,000	-5%	$197.3K	$177.2K	-$20.1K	2024-11-05
Amundi	UNCHANGED	174,000	174,000	0	0%	$184.8K	$173.0K	-$11.8K	2024-11-13
Nomura Holdings Inc	DECREASED	114,813	156,267	-41,454	-27%	$14.3M	$9.2M	-$5.1M	2025-01-13
&partners	INCREASED	111,000	91,000	+20,000	+22%	$96.0K	$110.5K	+$14.5K	2024-11-14
Argent Trust Co	UNCHANGED	105,000	105,000	0	0%	$110.8K	$104.5K	-$6.3K	2024-11-13
Stephens Inc	DECREASED	95,000	102,000	-7,000	-7%	$107.6K	$94.6K	-$13.0K	2024-10-28
US Bancorp \de\	INCREASED	60,000	55,000	+5,000	+9%	$58.0K	$59.7K	+$1.7K	2024-10-28
Barclays PLC	DECREASED	59,000	313,000	-254,000	-81%	$330.8K	$58.7K	-$272.1K	2026-03-31
Fox Hill Wealth Management	UNCHANGED	51,000	51,000	0	0%	$53.7K	$51.0K	-$2.8K	2024-11-14
Raymond James & Associates	INCREASED	48,000	42,000	+6,000	+14%	$44.3K	$47.8K	+$3.5K	2024-10-18
Lake Street Advisors Group, LLC	NEW	38,000	—	+38,000	—	—	$37.8K	—	2024-10-23
Balboa Wealth Partners	UNCHANGED	32,000	32,000	0	0%	$33.7K	$32.0K	-$1.7K	2024-11-06
Wealth Enhancement Advisory Services, LLC	NEW	18,000	—	+18,000	—	—	$18.0K	—	2024-10-24
Stonegate Investment Group, LLC	DECREASED	13,000	24,000	-11,000	-46%	$25.3K	$12.9K	-$12.4K	2024-10-17
Bank of Montreal	DECREASED	7,000	8,207,000	-8,200,000	-100%	$8.6M	$7.0K	-$8.6M	2024-11-13
Royal Bank of Canada	UNCHANGED	7,000	7,000	0	0%	$7.0K	$7.0K	$0	2024-11-14
Comerica Bank	INCREASED	5,000	2,000	+3,000	+150%	$2.1K	$5.0K	+$2.9K	2024-11-14
UBS Group AG	INCREASED	3,000	2,000	+1,000	+50%	$2.1K	$3.0K	+$877	2024-11-14
Rothschild Investment LLC	UNCHANGED	3,000	3,000	0	0%	$3.2K	$3.0K	-$178	2024-10-18
Voya Investment Management LLC	CLOSED	0	144,695,000	-144,695,000	-100%	$153.4M	$0	-$153.4M	2025-02-07
Sculptor Capital LP	CLOSED	0	34,000,000	-34,000,000	-100%	$35.9M	$0	-$35.9M	2026-02-26
LMR Partners LLP	CLOSED	0	20,000,000	-20,000,000	-100%	$21.1M	$0	-$21.1M	2024-11-07
Thrivent Financial for Lutherans	CLOSED	0	19,805,000	-19,805,000	-100%	$20.9K	$0	-$20.9K	2024-11-07
Jump Financial, LLC	CLOSED	0	15,000,000	-15,000,000	-100%	$15.8M	$0	-$15.8M	2024-11-14
III Capital Management	CLOSED	0	9,000,000	-9,000,000	-100%	$9.5M	$0	-$9.5M	2024-11-14
BNP Paribas Financial Markets	CLOSED	0	5,794,000	-5,794,000	-100%	$6.1M	$0	-$6.1M	2024-11-13
Shaolin Capital Management LLC	CLOSED	0	4,000,000	-4,000,000	-100%	$4.2M	$0	-$4.2M	2024-11-18
New York State Common Retirement Fund	CLOSED	0	3,412,000	-3,412,000	-100%	$3.6M	$0	-$3.6M	2025-10-08
Bank of America Corp	CLOSED	0	3,295,700	-3,295,700	-100%	$3.5M	$0	-$3.5M	2025-03-18
Toronto Dominion Bank	CLOSED	0	2,500,000	-2,500,000	-100%	$2.6M	$0	-$2.6M	2024-11-18
Bluefin Capital Management, LLC	CLOSED	0	2,500,000	-2,500,000	-100%	$2.6M	$0	-$2.6M	2024-11-14
Two Sigma Investments, LP	CLOSED	0	1,500,000	-1,500,000	-100%	$1.6M	$0	-$1.6M	2024-11-14
Lazard Asset Management LLC	CLOSED	0	1,081,000	-1,081,000	-100%	$1.1K	$0	-$1.1K	2024-11-14
AGF Management LTD	CLOSED	0	1,078,000	-1,078,000	-100%	$1.1M	$0	-$1.1M	2024-11-12
Wellesley Asset Management	CLOSED	0	500,000	-500,000	-100%	$528.4K	$0	-$528.4K	2024-10-23
Boothbay Fund Management, LLC	CLOSED	0	261,000	-261,000	-100%	$275.8K	$0	-$275.8K	2024-11-14
Choreo, LLC	CLOSED	0	32,000	-32,000	-100%	$33.8K	$0	-$33.8K	2024-11-07
Insigneo Advisory Services, LLC	CLOSED	0	24,000	-24,000	-100%	$23.8K	$0	-$23.8K	2024-11-15
Goldstein Advisors, LLC	CLOSED	0	16,000	-16,000	-100%	$16.8K	$0	-$16.8K	2024-10-24
Lanark Financial, Inc.	CLOSED	0	14,000	-14,000	-100%	$14	$0	-$14	2024-10-15
Aurum Wealth Management Group, LLC	CLOSED	0	13,000	-13,000	-100%	$13.7K	$0	-$13.7K	2024-10-08
Laffer Tengler Investments, Inc.	CLOSED	0	2,443	-2,443	-100%	$2.6M	$0	-$2.6M	2024-11-04
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-10-10
Nomura Asset Management Co LTD	UNCHANGED	0	0	0	—	$0	$0	$0	2024-11-15

Showing 81 of 81 institutions