Series Portfolios TR

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

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

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Kings Path Partners LLC

INCREASED

Shares97 from 71

Change+26 (+37%)

Value$3.7K (+$1.1K)

Filed 2025-01-06

Citadel Advisors LLC

CLOSED

Shares0 from 112,514

Change-112,514 (-100%)

Value$0 (-$4.2M)

Filed 2025-02-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 48,612

Change-48,612 (-100%)

Value$0 (-$1.8M)

Filed 2025-02-14

Jane Street Group, LLC

CLOSED

Shares0 from 28,861

Change-28,861 (-100%)

Value$0 (-$1.1M)

Filed 2025-02-14

Old Mission Capital LLC

CLOSED

Shares0 from 23,970

Change-23,970 (-100%)

Value$0 (-$896.5K)

Filed 2025-02-12

Flow Traders U.S. LLC

CLOSED

Shares0 from 12,302

Change-12,302 (-100%)

Value$0 (-$460)

Filed 2025-02-14

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 10,873

Change-10,873 (-100%)

Value$0 (-$407)

Filed 2025-02-10

Kingsview Wealth Management, LLC

CLOSED

Shares0 from 9,643

Change-9,643 (-100%)

Value$0 (-$360.6K)

Filed 2025-01-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 8,415

Change-8,415 (-100%)

Value$0 (-$225)

Filed 2025-01-08

Bank of Montreal

CLOSED

Shares0 from 6,378

Change-6,378 (-100%)

Value$0 (-$237.8K)

Filed 2025-02-13

HighTower Advisors, LLC

CLOSED

Shares0 from 5,583

Change-5,583 (-100%)

Value$0 (-$208.0K)

Filed 2025-02-07

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 5,380

Change-5,380 (-100%)

Value$0 (-$201)

Filed 2025-02-14

Simplex Trading, LLC

CLOSED

Shares0 from 2,207

Change-2,207 (-100%)

Value$0 (-$82)

Filed 2025-02-11

CWM, LLC

CLOSED

Shares0 from 1,678

Change-1,678 (-100%)

Value$0 (-$63)

Filed 2025-02-04

Farther Finance Advisors, LLC

CLOSED

Shares0 from 1,644

Change-1,644 (-100%)

Value$0 (-$61.5K)

Filed 2025-02-10

Cornerstone Planning Group LLC

CLOSED

Shares0 from 1,371

Change-1,371 (-100%)

Value$0 (-$52.6K)

Filed 2025-01-29

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 907

Change-907 (-100%)

Value$0 (-$33.9K)

Filed 2025-02-11

Osaic Holdings, Inc.

CLOSED

Shares0 from 585

Change-585 (-100%)

Value$0 (-$21.9K)

Filed 2025-06-06

Concord Wealth Partners

CLOSED

Shares0 from 459

Change-459 (-100%)

Value$0 (-$17.2K)

Filed 2025-01-24

GoalVest Advisory LLC

CLOSED

Shares0 from 355

Change-355 (-100%)

Value$0 (-$13.3K)

Filed 2025-01-17

Hollencrest Capital Management

CLOSED

Shares0 from 305

Change-305 (-100%)

Value$0 (-$11.4K)

Filed 2025-02-10

Venturi Wealth Management, LLC

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$9.4K)

Filed 2025-01-31

Larson Financial Group LLC

CLOSED

Shares0 from 205

Change-205 (-100%)

Value$0 (-$7.7K)

Filed 2025-02-07

Centerpoint Advisors, LLC

CLOSED

Shares0 from 136

Change-136 (-100%)

Value$0 (-$5)

Filed 2025-01-31

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 136

Change-136 (-100%)

Value$0 (-$5.1K)

Filed 2025-02-06

LRI Investments, LLC

CLOSED

Shares0 from 125

Change-125 (-100%)

Value$0 (-$4.9K)

Filed 2025-02-14

Parallel Advisors, LLC

CLOSED

Shares0 from 112

Change-112 (-100%)

Value$0 (-$4.2K)

Filed 2025-02-10

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 104

Change-104 (-100%)

Value$0 (-$3.9K)

Filed 2025-02-10

Atlantic Trust Group, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$3.7K)

Filed 2025-02-12

Iron Horse Wealth Management, LLC

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$2.6K)

Filed 2025-01-28

Atticus Wealth Management, LLC

CLOSED

Shares0 from 56

Change-56 (-100%)

Value$0 (-$2.1K)

Filed 2025-01-22

Northwest Capital Management Inc

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$1.9K)

Filed 2025-02-04

Royal Bank of Canada

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$1.0K)

Filed 2025-02-14

Pittenger & Anderson Inc

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$487)

Filed 2025-01-31

Morgan Stanley

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$374)

Filed 2025-05-15

Rise Advisors, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$378)

Filed 2025-01-07

Harbour Investments, Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$374)

Filed 2025-02-10

Tradewinds Capital Management, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$374)

Filed 2025-02-04

Robbins Farley

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$38)

Filed 2025-01-27

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

Allworth Financial LP

CLOSED

Shares0 from 0

Change0

Value$0 (-$4)

Filed 2025-01-30

	Status
Kings Path Partners LLC	INCREASED	97	71	+26	+37%	$2.7K	$3.7K	+$1.1K	2025-01-06
Citadel Advisors LLC	CLOSED	0	112,514	-112,514	-100%	$4.2M	$0	-$4.2M	2025-02-14
Susquehanna International Group, LLP	CLOSED	0	48,612	-48,612	-100%	$1.8M	$0	-$1.8M	2025-02-14
Jane Street Group, LLC	CLOSED	0	28,861	-28,861	-100%	$1.1M	$0	-$1.1M	2025-02-14
Old Mission Capital LLC	CLOSED	0	23,970	-23,970	-100%	$896.5K	$0	-$896.5K	2025-02-12
Flow Traders U.S. LLC	CLOSED	0	12,302	-12,302	-100%	$460	$0	-$460	2025-02-14
Commonwealth Equity Services, LLC	CLOSED	0	10,873	-10,873	-100%	$407	$0	-$407	2025-02-10
Kingsview Wealth Management, LLC	CLOSED	0	9,643	-9,643	-100%	$360.6K	$0	-$360.6K	2025-01-28
International Assets Investment Management, LLC	CLOSED	0	8,415	-8,415	-100%	$225	$0	-$225	2025-01-08
Bank of Montreal	CLOSED	0	6,378	-6,378	-100%	$237.8K	$0	-$237.8K	2025-02-13
HighTower Advisors, LLC	CLOSED	0	5,583	-5,583	-100%	$208.0K	$0	-$208.0K	2025-02-07
Cambridge Investment Research Advisors, Inc.	CLOSED	0	5,380	-5,380	-100%	$201	$0	-$201	2025-02-14
Simplex Trading, LLC	CLOSED	0	2,207	-2,207	-100%	$82	$0	-$82	2025-02-11
CWM, LLC	CLOSED	0	1,678	-1,678	-100%	$63	$0	-$63	2025-02-04
Farther Finance Advisors, LLC	CLOSED	0	1,644	-1,644	-100%	$61.5K	$0	-$61.5K	2025-02-10
Cornerstone Planning Group LLC	CLOSED	0	1,371	-1,371	-100%	$52.6K	$0	-$52.6K	2025-01-29
Northwestern Mutual Wealth Management Co	CLOSED	0	907	-907	-100%	$33.9K	$0	-$33.9K	2025-02-11
Osaic Holdings, Inc.	CLOSED	0	585	-585	-100%	$21.9K	$0	-$21.9K	2025-06-06
Concord Wealth Partners	CLOSED	0	459	-459	-100%	$17.2K	$0	-$17.2K	2025-01-24
GoalVest Advisory LLC	CLOSED	0	355	-355	-100%	$13.3K	$0	-$13.3K	2025-01-17
Hollencrest Capital Management	CLOSED	0	305	-305	-100%	$11.4K	$0	-$11.4K	2025-02-10
Venturi Wealth Management, LLC	CLOSED	0	250	-250	-100%	$9.4K	$0	-$9.4K	2025-01-31
Larson Financial Group LLC	CLOSED	0	205	-205	-100%	$7.7K	$0	-$7.7K	2025-02-07
Centerpoint Advisors, LLC	CLOSED	0	136	-136	-100%	$5	$0	-$5	2025-01-31
Steward Partners Investment Advisory, LLC	CLOSED	0	136	-136	-100%	$5.1K	$0	-$5.1K	2025-02-06
LRI Investments, LLC	CLOSED	0	125	-125	-100%	$4.9K	$0	-$4.9K	2025-02-14
Parallel Advisors, LLC	CLOSED	0	112	-112	-100%	$4.2K	$0	-$4.2K	2025-02-10
EverSource Wealth Advisors, LLC	CLOSED	0	104	-104	-100%	$3.9K	$0	-$3.9K	2025-02-10
Atlantic Trust Group, LLC	CLOSED	0	100	-100	-100%	$3.7K	$0	-$3.7K	2025-02-12
Iron Horse Wealth Management, LLC	CLOSED	0	70	-70	-100%	$2.6K	$0	-$2.6K	2025-01-28
Atticus Wealth Management, LLC	CLOSED	0	56	-56	-100%	$2.1K	$0	-$2.1K	2025-01-22
Northwest Capital Management Inc	CLOSED	0	51	-51	-100%	$1.9K	$0	-$1.9K	2025-02-04
Royal Bank of Canada	CLOSED	0	29	-29	-100%	$1.0K	$0	-$1.0K	2025-02-14
Pittenger & Anderson Inc	CLOSED	0	13	-13	-100%	$487	$0	-$487	2025-01-31
Morgan Stanley	CLOSED	0	10	-10	-100%	$374	$0	-$374	2025-05-15
Rise Advisors, LLC	CLOSED	0	10	-10	-100%	$378	$0	-$378	2025-01-07
Harbour Investments, Inc.	CLOSED	0	10	-10	-100%	$374	$0	-$374	2025-02-10
Tradewinds Capital Management, LLC	CLOSED	0	10	-10	-100%	$374	$0	-$374	2025-02-04
Robbins Farley	CLOSED	0	1	-1	-100%	$38	$0	-$38	2025-01-27
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-02-13
Allworth Financial LP	CLOSED	0	0	0	—	$4	$0	-$4	2025-01-30

Showing 41 of 41 institutions