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Royce FD Penn MUT INV
Q2 2026 vs Q3 2026
Comparing institutional holders between quarters
Quarters
Q3 2026
Q2 2026
Q1 2026
Q4 2025
Q3 2025
All
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Detailed
Historical
Funds
Options
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
Sort by
Q3 2026 shares — high to low
Q3 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares
15,040
from 15,040
Change
0
(0%)
Value
$158.2K
(-$13.8K)
Filed 2026-11-05
Institution
Status
Q3 2026 ↓
Q2 2026
Change
% Change
Q2 2026 Value
Q3 2026 Value
Value Change
Filed
Williams Jones Wealth Management, Llc.
UNCHANGED
15,040
15,040
0
0%
$172.1K
$158.2K
-$13.8K
2026-11-05
Showing 1 of 1 institutions