Phoenix Biotech Acquisition

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

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

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Arch Venture Management, LLC

INCREASED

Shares9,393,561 from 1,444,296

Change+7,949,265 (+550%)

Value$563.6K (+$428.9K)

Filed 2025-02-14

Avantax Planning Partners, Inc.

INCREASED

Shares2,585,151 from 1,361,130

Change+1,224,021 (+90%)

Value$155.1K (+$28.1K)

Filed 2025-02-07

Cubist Systematic Strategies, LLC

NEW

Shares333,442

Change+333,442

Value$20.0K

Filed 2025-02-14

Vanguard Personalized Indexing Management, LLC

NEW

Shares234,657

Change+234,657

Value$14.1K

Filed 2025-02-10

Goldman Sachs Group Inc

NEW

Shares162,474

Change+162,474

Value$9.7K

Filed 2025-02-11

Cantor Fitzgerald, L. P.

NEW

Shares155,000

Change+155,000

Value$10.0K

Filed 2025-02-14

Selkirk Management LLC

UNCHANGED

Shares121,040 from 121,040

Change0 (0%)

Value$7.3K (-$4.0K)

Filed 2025-02-14

Tower Research Capital LLC (TRC)

INCREASED

Shares73,670 from 4,965

Change+68,705 (+1384%)

Value$4.4K (+$4.0K)

Filed 2025-02-13

Millennium Management LLC

NEW

Shares63,054

Change+63,054

Value$3.8K

Filed 2025-02-14

Jane Street Group, LLC

INCREASED

Shares57,459 from 56,998

Change+461 (+1%)

Value$3.4K (-$1.9K)

Filed 2025-02-14

Revolve Wealth Partners, LLC

NEW

Shares32,799

Change+32,799

Value$2.0K

Filed 2025-03-19

FNY Investment Advisers, LLC

UNCHANGED

Shares26,250 from 26,250

Change0 (0%)

Value$157 (+$155)

Filed 2025-01-13

HBK Sorce Advisory LLC

NEW

Shares26,249

Change+26,249

Value$1.6K

Filed 2025-02-10

SG Americas Securities, LLC

NEW

Shares25,752

Change+25,752

Value$2

Filed 2025-01-17

Guidance Point Advisors, LLC

NEW

Shares18,717

Change+18,717

Value$1.1K

Filed 2025-02-12

Marex Group Ltd

NEW

Shares15,000

Change+15,000

Value$900

Filed 2026-04-02

Birchview Capital, LP

UNCHANGED

Shares12,972 from 12,972

Change0 (0%)

Value$778 (-$432)

Filed 2025-02-14

Bank of America Corp

NEW

Shares685

Change+685

Value$41

Filed 2025-02-14

Osaic Holdings, Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$24 (-$12)

Filed 2025-06-06

JPMorgan Chase & Co

INCREASED

Shares140 from 2

Change+138 (+6900%)

Value$8 (+$8)

Filed 2025-02-12

Geode Capital Management, LLC

CLOSED

Shares0 from 157,445

Change-157,445 (-100%)

Value$0 (-$14.7K)

Filed 2025-02-12

HRT Financial LP

CLOSED

Shares0 from 79,562

Change-79,562 (-100%)

Value$0 (-$7)

Filed 2025-02-14

Fifth Lane Capital, LP

CLOSED

Shares0 from 76,593

Change-76,593 (-100%)

Value$0 (-$6.9K)

Filed 2025-02-14

XTX Topco Ltd

CLOSED

Shares0 from 56,532

Change-56,532 (-100%)

Value$0 (-$5.3K)

Filed 2025-02-13

StoneX Group Inc.

CLOSED

Shares0 from 16,600

Change-16,600 (-100%)

Value$0 (-$1.5K)

Filed 2025-08-13

Corient Private Wealth LP

CLOSED

Shares0 from 14,999

Change-14,999 (-100%)

Value$0 (-$1.4K)

Filed 2025-02-10

Jump Financial, LLC

CLOSED

Shares0 from 11,948

Change-11,948 (-100%)

Value$0 (-$1.1K)

Filed 2025-02-13

Pineridge Advisors LLC

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$28)

Filed 2025-01-29

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

	Status
Arch Venture Management, LLC	INCREASED	9,393,561	1,444,296	+7,949,265	+550%	$134.8K	$563.6K	+$428.9K	2025-02-14
Avantax Planning Partners, Inc.	INCREASED	2,585,151	1,361,130	+1,224,021	+90%	$127.0K	$155.1K	+$28.1K	2025-02-07
Cubist Systematic Strategies, LLC	NEW	333,442	—	+333,442	—	—	$20.0K	—	2025-02-14
Vanguard Personalized Indexing Management, LLC	NEW	234,657	—	+234,657	—	—	$14.1K	—	2025-02-10
Goldman Sachs Group Inc	NEW	162,474	—	+162,474	—	—	$9.7K	—	2025-02-11
Cantor Fitzgerald, L. P.	NEW	155,000	—	+155,000	—	—	$10.0K	—	2025-02-14
Selkirk Management LLC	UNCHANGED	121,040	121,040	0	0%	$11.3K	$7.3K	-$4.0K	2025-02-14
Tower Research Capital LLC (TRC)	INCREASED	73,670	4,965	+68,705	+1384%	$462	$4.4K	+$4.0K	2025-02-13
Millennium Management LLC	NEW	63,054	—	+63,054	—	—	$3.8K	—	2025-02-14
Jane Street Group, LLC	INCREASED	57,459	56,998	+461	+1%	$5.3K	$3.4K	-$1.9K	2025-02-14
Revolve Wealth Partners, LLC	NEW	32,799	—	+32,799	—	—	$2.0K	—	2025-03-19
FNY Investment Advisers, LLC	UNCHANGED	26,250	26,250	0	0%	$2	$157	+$155	2025-01-13
HBK Sorce Advisory LLC	NEW	26,249	—	+26,249	—	—	$1.6K	—	2025-02-10
SG Americas Securities, LLC	NEW	25,752	—	+25,752	—	—	$2	—	2025-01-17
Guidance Point Advisors, LLC	NEW	18,717	—	+18,717	—	—	$1.1K	—	2025-02-12
Marex Group Ltd	NEW	15,000	—	+15,000	—	—	$900	—	2026-04-02
Birchview Capital, LP	UNCHANGED	12,972	12,972	0	0%	$1.2K	$778	-$432	2025-02-14
Bank of America Corp	NEW	685	—	+685	—	—	$41	—	2025-02-14
Osaic Holdings, Inc.	UNCHANGED	400	400	0	0%	$36	$24	-$12	2025-06-06
JPMorgan Chase & Co	INCREASED	140	2	+138	+6900%	$0	$8	+$8	2025-02-12
Geode Capital Management, LLC	CLOSED	0	157,445	-157,445	-100%	$14.7K	$0	-$14.7K	2025-02-12
HRT Financial LP	CLOSED	0	79,562	-79,562	-100%	$7	$0	-$7	2025-02-14
Fifth Lane Capital, LP	CLOSED	0	76,593	-76,593	-100%	$6.9K	$0	-$6.9K	2025-02-14
XTX Topco Ltd	CLOSED	0	56,532	-56,532	-100%	$5.3K	$0	-$5.3K	2025-02-13
StoneX Group Inc.	CLOSED	0	16,600	-16,600	-100%	$1.5K	$0	-$1.5K	2025-08-13
Corient Private Wealth LP	CLOSED	0	14,999	-14,999	-100%	$1.4K	$0	-$1.4K	2025-02-10
Jump Financial, LLC	CLOSED	0	11,948	-11,948	-100%	$1.1K	$0	-$1.1K	2025-02-13
Pineridge Advisors LLC	CLOSED	0	300	-300	-100%	$28	$0	-$28	2025-01-29
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2025-02-13

Showing 29 of 29 institutions