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Outlook Therapeutics Inc (OTLK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares1,716,408 from 1,245,868
Change+470,540 (+38%)
Value$984.7K (-$996.3K)
Filed 2026-11-06
Gilpin Wealth Management, LLC
INCREASED
Shares625,000 from 555,000
Change+70,000 (+13%)
Value$358.4K (-$524.0K)
Filed 2026-10-09
Citigroup Inc
INCREASED
Shares221,657 from 765
Change+220,892 (+28875%)
Value$127.1K (+$125.9K)
Filed 2026-11-04
Royal Fund Management, LLC
INCREASED
Shares111,415 from 47,200
Change+64,215 (+136%)
Value$63.9K (-$11.2K)
Filed 2026-10-22
Jefferies Financial Group Inc.
UNCHANGED
Shares62,500 from 62,500
Change0 (0%)
Value$35.8K (-$63.5K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares54,283 from 184,942
Change-130,659 (-71%)
Value$31.1K (-$262.9K)
Filed 2026-11-06
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares54,066 from 28,327
Change+25,739 (+91%)
Value$31.0K (-$14.0K)
Filed 2026-10-22
Flower City Capital
INCREASED
Shares50,000 from 20,000
Change+30,000 (+150%)
Value$28.7K (-$3.1K)
Filed 2026-10-15
Warberg Asset Management LLC
NEW
Shares35,177
Change+35,177
Value$20.2K
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$14.4K (-$25.4K)
Filed 2026-11-06
Clearwater Capital Advisors, LLC
NEW
Shares20,000
Change+20,000
Value$11.5K
Filed 2026-11-06
Bank of New York Mellon Corp
UNCHANGED
Shares18,664 from 18,664
Change0 (0%)
Value$10.7K (-$19.0K)
Filed 2026-11-05
Cora Capital Advisors LLC
NEW
Shares18,000
Change+18,000
Value$10.3K
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares16,500 from 14,000
Change+2,500 (+18%)
Value$9.5K (-$12.8K)
Filed 2026-10-26
Orrstown Financial Services Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$8.6K (-$15.2K)
Filed 2026-10-14
Creative Planning
NEW
Shares13,693
Change+13,693
Value$7.9K
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares13,310 from 11,310
Change+2,000 (+18%)
Value$7.6K (-$10.4K)
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$5.7K (-$10.2K)
Filed 2026-10-22
Jacobi Capital Management LLC
NEW
Shares8,080
Change+8,080
Value$4.6K
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares7,112 from 4,112
Change+3,000 (+73%)
Value$4.1K (-$2.0K)
Filed 2026-10-09
GoalVest Advisory LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.7K (-$3.0K)
Filed 2026-10-02
Deutsche Bank Ag\
DECREASED
Shares2,000 from 130,700
Change-128,700 (-98%)
Value$1.1K (-$206.7K)
Filed 2026-11-06
Fortitude Family Office, LLC
UNCHANGED
Shares1,429 from 1,429
Change0 (0%)
Value$820 (-$1.5K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares511 from 222
Change+289 (+130%)
Value$293 (-$60)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares363 from 696
Change-333 (-48%)
Value$208 (-$899)
Filed 2026-11-04
Armstrong Advisory Group, Inc
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$103 (-$182)
Filed 2026-10-09
Larson Financial Group LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$57 (-$102)
Filed 2026-11-05
Barclays PLC
NEW
Shares61
Change+61
Value$35
Filed 2026-11-06
Simplex Trading, LLC
CLOSED
Shares0 from 205,013
Change-205,013 (-100%)
Value$0 (-$326.0K)
Filed 2026-11-04
Wealth Management Partners, LLC
CLOSED
Shares0 from 118,170
Change-118,170 (-100%)
Value$0 (-$187.9K)
Filed 2026-10-21
Belvedere Trading LLC
CLOSED
Shares0 from 40,899
Change-40,899 (-100%)
Value$0 (-$65.0K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 7,324
Change-7,324 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-29
Vanguard Capital Management LLC
N/A
Shares— from 4,376,872
Change-4,376,872 (-100%)
Value—
Perceptive Advisors LLC
N/A
Shares— from 3,139,216
Change-3,139,216 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,987,578
Change-1,987,578 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,668,579
Change-1,668,579 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,425,270
Change-1,425,270 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 968,190
Change-968,190 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 784,904
Change-784,904 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 661,664
Change-661,664 (-100%)
Value—
State Street Corp
N/A
Shares— from 539,802
Change-539,802 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 344,529
Change-344,529 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 332,051
Change-332,051 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 246,428
Change-246,428 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 237,561
Change-237,561 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 152,215
Change-152,215 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 57,839
Change-57,839 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 57,391
Change-57,391 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 46,300
Change-46,300 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 41,137
Change-41,137 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 29,500
Change-29,500 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 24,119
Change-24,119 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 17,555
Change-17,555 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 17,271
Change-17,271 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,956
Change-16,956 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,722
Change-16,722 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,855
Change-14,855 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,466
Change-11,466 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 305
Change-305 (-100%)
Value—
Quarry LP
N/A
Shares— from 176
Change-176 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 156
Change-156 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 25
Change-25 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,716,4081,245,868+470,540+38%$2.0M$984.7K-$996.3K2026-11-06
Gilpin Wealth Management, LLC
INCREASED625,000555,000+70,000+13%$882.5K$358.4K-$524.0K2026-10-09
Citigroup Inc
INCREASED221,657765+220,892+28875%$1.2K$127.1K+$125.9K2026-11-04
Royal Fund Management, LLC
INCREASED111,41547,200+64,215+136%$75.0K$63.9K-$11.2K2026-10-22
Jefferies Financial Group Inc.
UNCHANGED62,50062,50000%$99.4K$35.8K-$63.5K2026-11-05
LPL Financial LLC
DECREASED54,283184,942-130,659-71%$294.1K$31.1K-$262.9K2026-11-06
Christensen, King & Associates Investment Services, Inc.
INCREASED54,06628,327+25,739+91%$45.0K$31.0K-$14.0K2026-10-22
Flower City Capital
INCREASED50,00020,000+30,000+150%$31.8K$28.7K-$3.1K2026-10-15
Warberg Asset Management LLC
NEW35,177—+35,177——$20.2K—2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED25,00025,00000%$39.8K$14.4K-$25.4K2026-11-06
Clearwater Capital Advisors, LLC
NEW20,000—+20,000——$11.5K—2026-11-06
Bank of New York Mellon Corp
UNCHANGED18,66418,66400%$29.7K$10.7K-$19.0K2026-11-05
Cora Capital Advisors LLC
NEW18,000—+18,000——$10.3K—2026-11-02
Oppenheimer & Co Inc
INCREASED16,50014,000+2,500+18%$22.3K$9.5K-$12.8K2026-10-26
Orrstown Financial Services Inc
UNCHANGED15,00015,00000%$23.9K$8.6K-$15.2K2026-10-14
Creative Planning
NEW13,693—+13,693——$7.9K—2026-11-02
Simplicity Wealth,LLC
INCREASED13,31011,310+2,000+18%$18.0K$7.6K-$10.4K2026-10-23
Fifth Third Wealth Advisors LLC
UNCHANGED10,00010,00000%$15.9K$5.7K-$10.2K2026-10-22
Jacobi Capital Management LLC
NEW8,080—+8,080——$4.6K—2026-11-05
Bullock Wealth Management Group
INCREASED7,1124,112+3,000+73%$6.0K$4.1K-$2.0K2026-10-09
GoalVest Advisory LLC
UNCHANGED3,0003,00000%$4.8K$1.7K-$3.0K2026-10-02
Deutsche Bank Ag\
DECREASED2,000130,700-128,700-98%$207.8K$1.1K-$206.7K2026-11-06
Fortitude Family Office, LLC
UNCHANGED1,4291,42900%$2.3K$820-$1.5K2026-10-14
SBI Securities Co., Ltd.
INCREASED511222+289+130%$353$293-$602026-10-22
EverSource Wealth Advisors, LLC
DECREASED363696-333-48%$1.1K$208-$8992026-11-04
Armstrong Advisory Group, Inc
UNCHANGED17917900%$285$103-$1822026-10-09
Larson Financial Group LLC
UNCHANGED10010000%$159$57-$1022026-11-05
Barclays PLC
NEW61—+61——$35—2026-11-06
Simplex Trading, LLC
CLOSED0205,013-205,013-100%$326.0K$0-$326.0K2026-11-04
Wealth Management Partners, LLC
CLOSED0118,170-118,170-100%$187.9K$0-$187.9K2026-10-21
Belvedere Trading LLC
CLOSED040,899-40,899-100%$65.0K$0-$65.0K2026-11-05
Caitong International Asset Management Co., Ltd
CLOSED07,324-7,324-100%$11.6K$0-$11.6K2026-10-29
Vanguard Capital Management LLC
N/A—4,376,872-4,376,872-100%$7.0M———
Perceptive Advisors LLC
N/A—3,139,216-3,139,216-100%$5.0M———
Marshall Wace, LLP
N/A—1,987,578-1,987,578-100%$3.2M———
BlackRock, Inc.
N/A—1,668,579-1,668,579-100%$2.7M———
Jane Street Group, LLC
N/A—1,425,270-1,425,270-100%$2.3M———
Susquehanna International Group, LLP
N/A—968,190-968,190-100%$1.5M———
HRT Financial LP
N/A—784,904-784,904-100%$1.2M———
Vanguard Fiduciary Trust Co
N/A—661,664-661,664-100%$1.1M———
State Street Corp
N/A—539,802-539,802-100%$858.3K———
Sanctuary Advisors, LLC
N/A—344,529-344,529-100%$547.8K———
Raymond James Financial Inc
N/A—332,051-332,051-100%$528.0K———
Group One Trading LLC
N/A—246,428-246,428-100%$391.8K———
Northern Trust Corp
N/A—237,561-237,561-100%$377.7K———
Cantor Fitzgerald, L. P.
N/A—225,000-225,000-100%$357.8K———
UBS Group AG
N/A—152,215-152,215-100%$242.0K———
Millennium Management LLC
N/A—57,839-57,839-100%$92.0K———
Tower Research Capital LLC (TRC)
N/A—57,391-57,391-100%$91.3K———
Scotia Capital Inc.
N/A—46,300-46,300-100%$73.6K———
Vanguard Global Advisers, LLC
N/A—41,137-41,137-100%$65.4K———
Steward Partners Investment Advisory, LLC
N/A—29,500-29,500-100%$46.9K———
Vanguard Personalized Indexing Management, LLC
N/A—24,119-24,119-100%$38.3K———
Signet Private Wealth LLC
N/A—17,555-17,555-100%$27.9K———
SG Americas Securities, LLC
N/A—17,271-17,271-100%$27———
Morgan Stanley
N/A—16,956-16,956-100%$27.0K———
NewEdge Advisors, LLC
N/A—16,722-16,722-100%$26.6K———
Two Sigma Securities, LLC
N/A—14,855-14,855-100%$23.6K———
Harbour Investments, Inc.
N/A—12,304-12,304-100%$19.6K———
Osaic Holdings, Inc.
N/A—11,466-11,466-100%$18.2K———
JPMorgan Chase & Co
N/A—7,970-7,970-100%$13.5K———
Rockefeller Capital Management L.P.
N/A—6,250-6,250-100%$9.9K———
Jones Financial Companies Lllp
N/A—2,500-2,500-100%$4.3K———
Northwestern Mutual Wealth Management Co
N/A—2,125-2,125-100%$3.4K———
Global Retirement Partners, LLC
N/A—1,500-1,500-100%$2.4K———
Wells Fargo & Company
N/A—1,410-1,410-100%$2.2K———
Ancora Advisors LLCA
N/A—1,100-1,100-100%$1.7K———
BNP Paribas Financial Markets
N/A—305-305-100%$485———
Quarry LP
N/A—176-176-100%$280———
Royal Bank of Canada
N/A—156-156-100%$0———
Prestige Wealth Management Group LLC
N/A—62-62-100%$99———
BFC Planning, Inc.
N/A—61-61-100%$97———
Federation des caisses Desjardins du Quebec
N/A—25-25-100%$40———
Bogart Wealth, LLC
N/A—5-5-100%$8———
FMR LLC
N/A—1-1-100%$2———
Showing 75 of 75 institutions