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Shockwave Medical Inc (SWAVUSD)

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ethic Inc.
NEW
Shares712
Change+712
Value$231.8K
Filed 2024-11-13
Nemes Rush Group LLC
NEW
Shares136
Change+136
Value$44.3K
Filed 2024-11-13
Sanctuary Advisors, LLC
CLOSED
Shares0 from 2,659
Change-2,659 (-100%)
Value$0 (-$877.5K)
Filed 2024-11-25
Unique Wealth Strategies, LLC
CLOSED
Shares0 from 1,738
Change-1,738 (-100%)
Value$0 (-$566.1K)
Filed 2026-07-14
IFP Advisors, Inc
CLOSED
Shares0 from 1,203
Change-1,203 (-100%)
Value$0 (-$402.7K)
Filed 2025-02-04
Barclays PLC
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$2.2K)
Filed 2026-03-31
Blue Trust, Inc.
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$60.2K)
Filed 2024-10-17
Osaic Holdings, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$13.4K)
Filed 2024-11-13
Mather Group, Llc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$4.6K)
Filed 2024-10-07
Status
Ethic Inc.
NEW712—+712——$231.8K—2024-11-13
Nemes Rush Group LLC
NEW136—+136——$44.3K—2024-11-13
Sanctuary Advisors, LLC
CLOSED02,659-2,659-100%$877.5K$0-$877.5K2024-11-25
Unique Wealth Strategies, LLC
CLOSED01,738-1,738-100%$566.1K$0-$566.1K2026-07-14
IFP Advisors, Inc
CLOSED01,203-1,203-100%$402.7K$0-$402.7K2025-02-04
Barclays PLC
CLOSED0398-398-100%$2.2K$0-$2.2K2026-03-31
Blue Trust, Inc.
CLOSED0185-185-100%$60.2K$0-$60.2K2024-10-17
Osaic Holdings, Inc.
CLOSED040-40-100%$13.4K$0-$13.4K2024-11-13
Mather Group, Llc.
CLOSED014-14-100%$4.6K$0-$4.6K2024-10-07
Showing 9 of 9 institutions