Redwood Trust Inc

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

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

Sort by

Private Management Group Inc

DECREASED

Shares9,045,000 from 9,076,000

Change-31,000 (0%)

Value$9.1M (+$180.6K)

Filed 2023-08-07

Aviva PLC

UNCHANGED

Shares8,500,000 from 8,500,000

Change0 (0%)

Value$8.4M (+$138.4K)

Filed 2023-08-10

Piper Sandler & Co.

INCREASED

Shares6,666,000 from 5,003,000

Change+1,663,000 (+33%)

Value$6.6M (+$1.7M)

Filed 2023-08-10

JPMorgan Chase & Co

UNCHANGED

Shares5,715,000 from 5,715,000

Change0 (0%)

Value$5.7M (+$20.9K)

Filed 2023-08-11

CNO Financial Group, Inc.

UNCHANGED

Shares5,000,000 from 5,000,000

Change0 (0%)

Value$4.9M (+$81.4K)

Filed 2023-08-03

Eubel Brady & Suttman Asset Management Inc

UNCHANGED

Shares4,700,000 from 4,700,000

Change0 (0%)

Value$4.6K (+$76)

Filed 2023-08-25

Clough Capital Partners L P

UNCHANGED

Shares1,700,000 from 1,700,000

Change0 (0%)

Value$1.7M (+$6.2K)

Filed 2023-08-14

SSI Investment Management LLC

UNCHANGED

Shares1,000,000 from 1,000,000

Change0 (0%)

Value$988.8K (+$6.3K)

Filed 2023-08-09

Weitz Investment Management, Inc.

UNCHANGED

Shares850,000 from 850,000

Change0 (0%)

Value$849.0K (+$13.8K)

Filed 2023-08-10

Beacon Investment Advisors LLC

INCREASED

Shares585,000 from 554,000

Change+31,000 (+6%)

Value$578.4K (+$39.7K)

Filed 2023-08-03

Stifel Financial Corp

UNCHANGED

Shares572,000 from 572,000

Change0 (0%)

Value$571.3K (+$2.9K)

Filed 2023-08-14

Wellington Management Group LLP

UNCHANGED

Shares291,000 from 291,000

Change0 (0%)

Value$293.0K (+$8.2K)

Filed 2023-08-14

Waterfront Wealth Inc.

UNCHANGED

Shares198,000 from 198,000

Change0 (0%)

Value$195.0K (+$2.5K)

Filed 2023-07-28

Wells Fargo & Company

INCREASED

Shares177,000 from 175,000

Change+2,000 (+1%)

Value$176.8K (+$2.6K)

Filed 2023-08-15

Rockefeller Capital Management L.P.

UNCHANGED

Shares169,000 from 169,000

Change0 (0%)

Value$167.1K (+$166.9K)

Filed 2023-08-14

Seelaus Asset Management LLC

UNCHANGED

Shares160,000 from 160,000

Change0 (0%)

Value$159 (+$1)

Filed 2023-07-24

Barclays PLC

UNCHANGED

Shares130,000 from 130,000

Change0 (0%)

Value$130 (-$129.2K)

Filed 2023-09-20

Raymond James Financial Services Advisors, Inc.

INCREASED

Shares87,000 from 75,000

Change+12,000 (+16%)

Value$86.0K (+$13.1K)

Filed 2023-07-25

UMB Bank, n.a.

INCREASED

Shares86,000 from 70,000

Change+16,000 (+23%)

Value$85.0K (+$17.0K)

Filed 2023-07-25

Raymond James & Associates

INCREASED

Shares65,000 from 40,000

Change+25,000 (+63%)

Value$64.3K (+$25.4K)

Filed 2023-07-25

Level Four Advisory Services, LLC

UNCHANGED

Shares54,000 from 54,000

Change0 (0%)

Value$53.4K (+$879)

Filed 2023-07-10

Royal Bank of Canada

NEW

Shares50,000

Change+50,000

Value$50.0K

Filed 2023-08-14

Osaic Holdings, Inc.

UNCHANGED

Shares39,000 from 39,000

Change0 (0%)

Value$38.7K (+$311)

Filed 2023-08-21

Morgan Stanley

DECREASED

Shares37,000 from 38,000

Change-1,000 (-3%)

Value$36.7K (-$289)

Filed 2023-08-14

Goldman Sachs Group Inc

UNCHANGED

Shares35,000 from 35,000

Change0 (0%)

Value$34.6K (+$569)

Filed 2024-05-14

Lebenthal Global Advisors, LLC

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$29.7K (+$488)

Filed 2023-08-08

Northwestern Mutual Wealth Management Co

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$24.7K (+$407)

Filed 2023-08-14

Independent Wealth Network Inc.

NEW

Shares18,000

Change+18,000

Value$17.8K

Filed 2023-07-12

Gladstone Institutional Advisory LLC

NEW

Shares10,000

Change+10,000

Value$9.9K

Filed 2023-08-10

Great Valley Advisor Group, Inc.

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10.0K ($0)

Filed 2023-08-10

Commonwealth Equity Services, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10 (+$1)

Filed 2023-08-10

K2 Principal Fund, L.P.

NEW

Shares5,000

Change+5,000

Value$5.0M

Filed 2023-08-15

HM Payson & Co

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$3.0K (+$85)

Filed 2023-07-17

Bank of America Corp

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$2.0K (+$33)

Filed 2023-08-14

North Star Investment Management Corp.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$992 (+$11)

Filed 2023-08-02

Artemis Wealth Advisors, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$496 (+$6)

Filed 2023-08-15

Spire Wealth Management

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$6.9K (+$80)

Filed 2023-08-09

Lazard Asset Management LLC

CLOSED

Shares0 from 39,140,000

Change-39,140,000 (-100%)

Value$0 (-$38.5K)

Filed 2023-08-15

BNP Paribas Financial Markets

CLOSED

Shares0 from 13,372,000

Change-13,372,000 (-100%)

Value$0 (-$13.2M)

Filed 2023-08-09

Aequim Alternative Investments LP

CLOSED

Shares0 from 5,080,000

Change-5,080,000 (-100%)

Value$0 (-$5.0M)

Filed 2023-08-10

BlackRock Inc.

CLOSED

Shares0 from 250,000

Change-250,000 (-100%)

Value$0 (-$243.1K)

Filed 2023-08-11

Baker Ellis Asset Management LLC

CLOSED

Shares0 from 17,000

Change-17,000 (-100%)

Value$0 (-$16.5K)

Filed 2023-08-09

Advisory Services Network, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$9.7K)

Filed 2023-08-09

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-08-10

	Status
Private Management Group Inc	DECREASED	9,045,000	9,076,000	-31,000	0%	$9.0M	$9.1M	+$180.6K	2023-08-07
Aviva PLC	UNCHANGED	8,500,000	8,500,000	0	0%	$8.3M	$8.4M	+$138.4K	2023-08-10
Piper Sandler & Co.	INCREASED	6,666,000	5,003,000	+1,663,000	+33%	$4.9M	$6.6M	+$1.7M	2023-08-10
JPMorgan Chase & Co	UNCHANGED	5,715,000	5,715,000	0	0%	$5.7M	$5.7M	+$20.9K	2023-08-11
CNO Financial Group, Inc.	UNCHANGED	5,000,000	5,000,000	0	0%	$4.9M	$4.9M	+$81.4K	2023-08-03
Eubel Brady & Suttman Asset Management Inc	UNCHANGED	4,700,000	4,700,000	0	0%	$4.6K	$4.6K	+$76	2023-08-25
Clough Capital Partners L P	UNCHANGED	1,700,000	1,700,000	0	0%	$1.7M	$1.7M	+$6.2K	2023-08-14
SSI Investment Management LLC	UNCHANGED	1,000,000	1,000,000	0	0%	$982.5K	$988.8K	+$6.3K	2023-08-09
Weitz Investment Management, Inc.	UNCHANGED	850,000	850,000	0	0%	$835.1K	$849.0K	+$13.8K	2023-08-10
Beacon Investment Advisors LLC	INCREASED	585,000	554,000	+31,000	+6%	$538.8K	$578.4K	+$39.7K	2023-08-03
Stifel Financial Corp	UNCHANGED	572,000	572,000	0	0%	$568.4K	$571.3K	+$2.9K	2023-08-14
Wellington Management Group LLP	UNCHANGED	291,000	291,000	0	0%	$284.8K	$293.0K	+$8.2K	2023-08-14
Waterfront Wealth Inc.	UNCHANGED	198,000	198,000	0	0%	$192.6K	$195.0K	+$2.5K	2023-07-28
Wells Fargo & Company	INCREASED	177,000	175,000	+2,000	+1%	$174.1K	$176.8K	+$2.6K	2023-08-15
Rockefeller Capital Management L.P.	UNCHANGED	169,000	169,000	0	0%	$164	$167.1K	+$166.9K	2023-08-14
Seelaus Asset Management LLC	UNCHANGED	160,000	160,000	0	0%	$158	$159	+$1	2023-07-24
Barclays PLC	UNCHANGED	130,000	130,000	0	0%	$129.4K	$130	-$129.2K	2023-09-20
Raymond James Financial Services Advisors, Inc.	INCREASED	87,000	75,000	+12,000	+16%	$72.9K	$86.0K	+$13.1K	2023-07-25
UMB Bank, n.a.	INCREASED	86,000	70,000	+16,000	+23%	$68.1K	$85.0K	+$17.0K	2023-07-25
Raymond James & Associates	INCREASED	65,000	40,000	+25,000	+63%	$38.9K	$64.3K	+$25.4K	2023-07-25
Level Four Advisory Services, LLC	UNCHANGED	54,000	54,000	0	0%	$52.5K	$53.4K	+$879	2023-07-10
Royal Bank of Canada	NEW	50,000	—	+50,000	—	—	$50.0K	—	2023-08-14
Osaic Holdings, Inc.	UNCHANGED	39,000	39,000	0	0%	$38.4K	$38.7K	+$311	2023-08-21
Morgan Stanley	DECREASED	37,000	38,000	-1,000	-3%	$37.0K	$36.7K	-$289	2023-08-14
Goldman Sachs Group Inc	UNCHANGED	35,000	35,000	0	0%	$34.0K	$34.6K	+$569	2024-05-14
Lebenthal Global Advisors, LLC	UNCHANGED	30,000	30,000	0	0%	$29.2K	$29.7K	+$488	2023-08-08
Northwestern Mutual Wealth Management Co	UNCHANGED	25,000	25,000	0	0%	$24.3K	$24.7K	+$407	2023-08-14
Independent Wealth Network Inc.	NEW	18,000	—	+18,000	—	—	$17.8K	—	2023-07-12
Gladstone Institutional Advisory LLC	NEW	10,000	—	+10,000	—	—	$9.9K	—	2023-08-10
Great Valley Advisor Group, Inc.	UNCHANGED	10,000	10,000	0	0%	$10.0K	$10.0K	$0	2023-08-10
Commonwealth Equity Services, LLC	UNCHANGED	10,000	10,000	0	0%	$9	$10	+$1	2023-08-10
K2 Principal Fund, L.P.	NEW	5,000	—	+5,000	—	—	$5.0M	—	2023-08-15
HM Payson & Co	UNCHANGED	3,000	3,000	0	0%	$2.9K	$3.0K	+$85	2023-07-17
Bank of America Corp	UNCHANGED	2,000	2,000	0	0%	$1.9K	$2.0K	+$33	2023-08-14
North Star Investment Management Corp.	UNCHANGED	1,000	1,000	0	0%	$981	$992	+$11	2023-08-02
Artemis Wealth Advisors, LLC	UNCHANGED	500	500	0	0%	$490	$496	+$6	2023-08-15
Spire Wealth Management	UNCHANGED	70	70	0	0%	$6.9K	$6.9K	+$80	2023-08-09
Lazard Asset Management LLC	CLOSED	0	39,140,000	-39,140,000	-100%	$38.5K	$0	-$38.5K	2023-08-15
BNP Paribas Financial Markets	CLOSED	0	13,372,000	-13,372,000	-100%	$13.2M	$0	-$13.2M	2023-08-09
Aequim Alternative Investments LP	CLOSED	0	5,080,000	-5,080,000	-100%	$5.0M	$0	-$5.0M	2023-08-10
BlackRock Inc.	CLOSED	0	250,000	-250,000	-100%	$243.1K	$0	-$243.1K	2023-08-11
Baker Ellis Asset Management LLC	CLOSED	0	17,000	-17,000	-100%	$16.5K	$0	-$16.5K	2023-08-09
Advisory Services Network, LLC	CLOSED	0	10,000	-10,000	-100%	$9.7K	$0	-$9.7K	2023-08-09
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-08-10

Showing 44 of 44 institutions