Redwood TR Inc

Q1 2024 vs Q2 2024

Comparing institutional holders between quarters

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

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Weitz Investment Management, Inc.

UNCHANGED

Shares9,000,000 from 9,000,000

Change0 (0%)

Value$9.0M (-$51.9K)

Filed 2024-08-14

JPMorgan Chase & Co

INCREASED

Shares6,177,000 from 2,546,000

Change+3,631,000 (+143%)

Value$6.2M (+$3.6M)

Filed 2024-12-26

Eubel Brady & Suttman Asset Management Inc

UNCHANGED

Shares5,000,000 from 5,000,000

Change0 (0%)

Value$5.0K (-$29)

Filed 2024-08-07

Piper Sandler & Co.

INCREASED

Shares4,773,000 from 1,505,000

Change+3,268,000 (+217%)

Value$4.7M (+$3.2M)

Filed 2024-08-08

Catalyst Capital Advisors LLC

UNCHANGED

Shares4,620,000 from 4,620,000

Change0 (0%)

Value$4.6M (-$149.5K)

Filed 2024-07-25

Aequim Alternative Investments LP

UNCHANGED

Shares1,203,000 from 1,203,000

Change0 (0%)

Value$1.2M (-$6.9K)

Filed 2024-08-12

Barclays PLC

UNCHANGED

Shares1,032,000 from 1,032,000

Change0 (0%)

Value$1.0M (+$8.2K)

Filed 2026-03-23

Stifel Financial Corp

UNCHANGED

Shares674,000 from 674,000

Change0 (0%)

Value$672.7K (-$404)

Filed 2024-08-13

Seelaus Asset Management LLC

UNCHANGED

Shares236,000 from 236,000

Change0 (0%)

Value$234.6K (+$610)

Filed 2024-08-13

Raymond James Financial Services Advisors, Inc.

UNCHANGED

Shares175,000 from 175,000

Change0 (0%)

Value$173.3K (-$1.0K)

Filed 2024-07-19

Raymond James & Associates

UNCHANGED

Shares160,000 from 160,000

Change0 (0%)

Value$158.5K (-$923)

Filed 2024-07-19

Beacon Investment Advisors LLC

INCREASED

Shares121,000 from 106,000

Change+15,000 (+14%)

Value$119.8K (+$14.2K)

Filed 2024-08-14

Obermeyer Wealth Partners

UNCHANGED

Shares55,000 from 55,000

Change0 (0%)

Value$54.7K (+$142)

Filed 2024-08-01

Northern Trust Corp

NEW

Shares50,000

Change+50,000

Value$5.0M

Filed 2024-08-14

Phillips Financial Management, LLC

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$49.5K (-$288)

Filed 2024-08-08

Northwestern Mutual Wealth Management Co

UNCHANGED

Shares45,000 from 45,000

Change0 (0%)

Value$44.6K (-$261)

Filed 2024-08-16

Wells Fargo & Company

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$30.0K (+$172)

Filed 2024-08-13

UMB Bank, n.a.

UNCHANGED

Shares25,000 from 25,000

Change0 (0%)

Value$24.8K (-$144)

Filed 2024-07-29

Morgan Stanley

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$13.9K (-$81)

Filed 2025-05-14

MN Wealth Advisors, LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$11.9K (+$31)

Filed 2024-07-24

HighTower Advisors, LLC

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$11.0K ($0)

Filed 2024-08-13

Forum Private Client Group LLC

NEW

Shares10,000

Change+10,000

Value$9.9K

Filed 2024-08-13

Commonwealth Equity Services, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10 ($0)

Filed 2024-07-31

Capital Market Strategies LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$9.9K (-$58)

Filed 2024-07-01

Moneta Group Investment Advisors LLC

DECREASED

Shares297 from 301

Change-4 (-1%)

Value$29.7K (-$173)

Filed 2024-08-13

FMR LLC

CLOSED

Shares0 from 3,631,000

Change-3,631,000 (-100%)

Value$0 (-$3.6M)

Filed 2026-11-05

Invesco Ltd.

CLOSED

Shares0 from 1,500,000

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

Value$0 (-$1.5M)

Filed 2024-08-13

Westwood Holdings Group Inc

CLOSED

Shares0 from 597,000

Change-597,000 (-100%)

Value$0 (-$603)

Filed 2024-08-13

Royal Bank of Canada

CLOSED

Shares0 from 338,000

Change-338,000 (-100%)

Value$0 (-$336.0K)

Filed 2024-11-06

Stordahl Capital Management, Inc.

CLOSED

Shares0 from 50,000

Change-50,000 (-100%)

Value$0 (-$49.6K)

Filed 2024-07-15

Creative Planning

CLOSED

Shares0 from 25,000

Change-25,000 (-100%)

Value$0 (-$24.9K)

Filed 2024-08-15

K2 Principal Fund, L.P.

CLOSED

Shares0 from 6,572

Change-6,572 (-100%)

Value$0 (-$6.6M)

Filed 2024-08-14

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-07-23

	Status
Weitz Investment Management, Inc.	UNCHANGED	9,000,000	9,000,000	0	0%	$9.1M	$9.0M	-$51.9K	2024-08-14
JPMorgan Chase & Co	INCREASED	6,177,000	2,546,000	+3,631,000	+143%	$2.5M	$6.2M	+$3.6M	2024-12-26
Eubel Brady & Suttman Asset Management Inc	UNCHANGED	5,000,000	5,000,000	0	0%	$5.0K	$5.0K	-$29	2024-08-07
Piper Sandler & Co.	INCREASED	4,773,000	1,505,000	+3,268,000	+217%	$1.5M	$4.7M	+$3.2M	2024-08-08
Catalyst Capital Advisors LLC	UNCHANGED	4,620,000	4,620,000	0	0%	$4.8M	$4.6M	-$149.5K	2024-07-25
Aequim Alternative Investments LP	UNCHANGED	1,203,000	1,203,000	0	0%	$1.2M	$1.2M	-$6.9K	2024-08-12
Barclays PLC	UNCHANGED	1,032,000	1,032,000	0	0%	$1.0M	$1.0M	+$8.2K	2026-03-23
Stifel Financial Corp	UNCHANGED	674,000	674,000	0	0%	$673.1K	$672.7K	-$404	2024-08-13
Seelaus Asset Management LLC	UNCHANGED	236,000	236,000	0	0%	$234.0K	$234.6K	+$610	2024-08-13
Raymond James Financial Services Advisors, Inc.	UNCHANGED	175,000	175,000	0	0%	$174.3K	$173.3K	-$1.0K	2024-07-19
Raymond James & Associates	UNCHANGED	160,000	160,000	0	0%	$159.4K	$158.5K	-$923	2024-07-19
Beacon Investment Advisors LLC	INCREASED	121,000	106,000	+15,000	+14%	$105.6K	$119.8K	+$14.2K	2024-08-14
Obermeyer Wealth Partners	UNCHANGED	55,000	55,000	0	0%	$54.5K	$54.7K	+$142	2024-08-01
Northern Trust Corp	NEW	50,000	—	+50,000	—	—	$5.0M	—	2024-08-14
Phillips Financial Management, LLC	UNCHANGED	50,000	50,000	0	0%	$49.8K	$49.5K	-$288	2024-08-08
Northwestern Mutual Wealth Management Co	UNCHANGED	45,000	45,000	0	0%	$44.8K	$44.6K	-$261	2024-08-16
Wells Fargo & Company	UNCHANGED	30,000	30,000	0	0%	$29.8K	$30.0K	+$172	2024-08-13
UMB Bank, n.a.	UNCHANGED	25,000	25,000	0	0%	$24.9K	$24.8K	-$144	2024-07-29
Morgan Stanley	UNCHANGED	14,000	14,000	0	0%	$13.9K	$13.9K	-$81	2025-05-14
MN Wealth Advisors, LLC	UNCHANGED	12,000	12,000	0	0%	$11.9K	$11.9K	+$31	2024-07-24
HighTower Advisors, LLC	UNCHANGED	11,000	11,000	0	0%	$11.0K	$11.0K	$0	2024-08-13
Forum Private Client Group LLC	NEW	10,000	—	+10,000	—	—	$9.9K	—	2024-08-13
Commonwealth Equity Services, LLC	UNCHANGED	10,000	10,000	0	0%	$10	$10	$0	2024-07-31
Capital Market Strategies LLC	UNCHANGED	10,000	10,000	0	0%	$10.0K	$9.9K	-$58	2024-07-01
Moneta Group Investment Advisors LLC	DECREASED	297	301	-4	-1%	$29.9K	$29.7K	-$173	2024-08-13
FMR LLC	CLOSED	0	3,631,000	-3,631,000	-100%	$3.6M	$0	-$3.6M	2026-11-05
Invesco Ltd.	CLOSED	0	1,500,000	-1,500,000	-100%	$1.5M	$0	-$1.5M	2024-08-13
Westwood Holdings Group Inc	CLOSED	0	597,000	-597,000	-100%	$603	$0	-$603	2024-08-13
Royal Bank of Canada	CLOSED	0	338,000	-338,000	-100%	$336.0K	$0	-$336.0K	2024-11-06
Stordahl Capital Management, Inc.	CLOSED	0	50,000	-50,000	-100%	$49.6K	$0	-$49.6K	2024-07-15
Creative Planning	CLOSED	0	25,000	-25,000	-100%	$24.9K	$0	-$24.9K	2024-08-15
K2 Principal Fund, L.P.	CLOSED	0	6,572	-6,572	-100%	$6.6M	$0	-$6.6M	2024-08-14
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-07-23

Showing 33 of 33 institutions