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Sound Point Meridian Capital (SPMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Advisory Solutions Group, LLC
INCREASED
Shares58,082 from 31,935
Change+26,147 (+82%)
Value$488.5K (+$172.3K)
Filed 2026-10-14
Oppenheimer & Co Inc
UNCHANGED
Shares21,700 from 21,700
Change0 (0%)
Value$182.5K (-$32.3K)
Filed 2026-10-26
Prosperity Financial Group, Inc.
CLOSED
Shares0 from 10,199
Change-10,199 (-100%)
Value$0 (-$101.0K)
Filed 2026-10-29
KIM, LLC
N/A
Shares— from 10,790,928
Change-10,790,928 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 474,329
Change-474,329 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 100,437
Change-100,437 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 94,982
Change-94,982 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 52,537
Change-52,537 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,243
Change-15,243 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,484
Change-12,484 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,059
Change-9,059 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 111
Change-111 (-100%)
Value—
Status
Advisory Solutions Group, LLC
INCREASED58,08231,935+26,147+82%$316.2K$488.5K+$172.3K2026-10-14
Oppenheimer & Co Inc
UNCHANGED21,70021,70000%$214.8K$182.5K-$32.3K2026-10-26
Prosperity Financial Group, Inc.
CLOSED010,199-10,199-100%$101.0K$0-$101.0K2026-10-29
KIM, LLC
N/A—10,790,928-10,790,928-100%$106.8M———
Bank of America Corp
N/A—500,000-500,000-100%$5.0M———
Goldman Sachs Group Inc
N/A—474,329-474,329-100%$4.7M———
Everest Private Wealth
N/A—100,437-100,437-100%$994.3K———
Allied Private Wealth LLC
N/A—94,982-94,982-100%$984.0K———
Virtus Investment Advisers, LLC
N/A—52,537-52,537-100%$520.1K———
Cerity Partners LLC
N/A—15,243-15,243-100%$150.9K———
Raymond James Financial Inc
N/A—12,484-12,484-100%$123.6K———
UBS Group AG
N/A—9,059-9,059-100%$89.7K———
Morgan Stanley
N/A—5,127-5,127-100%$50.8K———
Strategic Wealth Partners, Ltd.
N/A—3,500-3,500-100%$34.7K———
Osaic Holdings, Inc.
N/A—111-111-100%$1.1K———
Showing 15 of 15 institutions