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Stone HBR Emerg Mkts TL Inc

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
DECREASED
Shares177,967 from 239,833
Change-61,866 (-26%)
Value$932.5K (-$307.4K)
Filed 2023-11-13
NewEdge Advisors, LLC
DECREASED
Shares120,761 from 139,161
Change-18,400 (-13%)
Value$632.8K (-$86.7K)
Filed 2023-11-14
Morgan Stanley
DECREASED
Shares79,856 from 82,674
Change-2,818 (-3%)
Value$418.4K (-$9.0K)
Filed 2023-11-15
Clough Capital Partners L P
DECREASED
Shares70,111 from 79,111
Change-9,000 (-11%)
Value$367.4K (-$41.6K)
Filed 2023-11-14
Moors & Cabot, Inc.
DECREASED
Shares66,625 from 69,375
Change-2,750 (-4%)
Value$349.1K (-$9.6K)
Filed 2023-11-08
Janney Montgomery Scott LLC
INCREASED
Shares47,998 from 45,859
Change+2,139 (+5%)
Value$252 (+$15)
Filed 2023-11-08
Centaurus Financial, Inc.
DECREASED
Shares40,388 from 42,381
Change-1,993 (-5%)
Value$212 (-$7)
Filed 2023-11-13
Royal Bank of Canada
INCREASED
Shares32,174 from 29,496
Change+2,678 (+9%)
Value$168.0K (+$16.0K)
Filed 2023-11-14
Advisory Services Network, LLC
UNCHANGED
Shares23,002 from 23,002
Change0 (0%)
Value$120.5K (+$1.6K)
Filed 2023-11-14
SFI Advisors, LLC
INCREASED
Shares19,593 from 13,593
Change+6,000 (+44%)
Value$102.7K (+$32.4K)
Filed 2023-10-30
Susquehanna International Group, LLP
NEW
Shares16,902
Change+16,902
Value$88.6K
Filed 2023-11-14
Wedbush Securities Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$79 (+$1)
Filed 2023-11-14
Ameritas Advisory Services, LLC
NEW
Shares10,500
Change+10,500
Value$46.8K
Filed 2023-11-13
Melfa Wealth Management, Inc.
UNCHANGED
Shares10,218 from 10,218
Change0 (0%)
Value$53.5K (+$716)
Filed 2023-10-30
UBS Group AG
INCREASED
Shares9,936 from 8,000
Change+1,936 (+24%)
Value$52.1K (+$10.7K)
Filed 2023-11-09
Osaic Holdings, Inc.
DECREASED
Shares9,383 from 10,783
Change-1,400 (-13%)
Value$49.2K (-$6.6K)
Filed 2023-11-13
Bank of America Corp
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$11.2K (+$150)
Filed 2023-11-14
Sawyer & Company, Inc
NEW
Shares300
Change+300
Value$2
Filed 2023-10-25
FMR LLC
NEW
Shares1
Change+1
Value$5
Filed 2026-11-05
Wells Fargo & Company
INCREASED
Shares1 from 0
Change+1
Value$3 (+$2)
Filed 2023-11-13
Invesco Ltd.
CLOSED
Shares0 from 60,924
Change-60,924 (-100%)
Value$0 (-$315.0K)
Filed 2023-11-13
Wolverine Asset Management LLC
CLOSED
Shares0 from 26,328
Change-26,328 (-100%)
Value$0 (-$136.1K)
Filed 2023-11-13
Arlington Capital Management Inc
CLOSED
Shares0 from 24,279
Change-24,279 (-100%)
Value$0 (-$125.5K)
Filed 2023-10-25
Atria Wealth Solutions, Inc.
CLOSED
Shares0 from 10,500
Change-10,500 (-100%)
Value$0 (-$54.3K)
Filed 2023-11-08
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Kestra Advisory Services, LLC
DECREASED177,967239,833-61,866-26%$1.2M$932.5K-$307.4K2023-11-13
NewEdge Advisors, LLC
DECREASED120,761139,161-18,400-13%$719.5K$632.8K-$86.7K2023-11-14
Morgan Stanley
DECREASED79,85682,674-2,818-3%$427.4K$418.4K-$9.0K2023-11-15
Clough Capital Partners L P
DECREASED70,11179,111-9,000-11%$409.0K$367.4K-$41.6K2023-11-14
Moors & Cabot, Inc.
DECREASED66,62569,375-2,750-4%$358.7K$349.1K-$9.6K2023-11-08
Janney Montgomery Scott LLC
INCREASED47,99845,859+2,139+5%$237$252+$152023-11-08
Centaurus Financial, Inc.
DECREASED40,38842,381-1,993-5%$219$212-$72023-11-13
Royal Bank of Canada
INCREASED32,17429,496+2,678+9%$152.0K$168.0K+$16.0K2023-11-14
Advisory Services Network, LLC
UNCHANGED23,00223,00200%$118.9K$120.5K+$1.6K2023-11-14
SFI Advisors, LLC
INCREASED19,59313,593+6,000+44%$70.3K$102.7K+$32.4K2023-10-30
Susquehanna International Group, LLP
NEW16,902—+16,902——$88.6K—2023-11-14
Wedbush Securities Inc
UNCHANGED15,00015,00000%$78$79+$12023-11-14
Ameritas Advisory Services, LLC
NEW10,500—+10,500——$46.8K—2023-11-13
Melfa Wealth Management, Inc.
UNCHANGED10,21810,21800%$52.8K$53.5K+$7162023-10-30
UBS Group AG
INCREASED9,9368,000+1,936+24%$41.4K$52.1K+$10.7K2023-11-09
Osaic Holdings, Inc.
DECREASED9,38310,783-1,400-13%$55.7K$49.2K-$6.6K2023-11-13
Bank of America Corp
UNCHANGED2,1402,14000%$11.1K$11.2K+$1502023-11-14
Sawyer & Company, Inc
NEW300—+300——$2—2023-10-25
FMR LLC
NEW1—+1——$5—2026-11-05
Wells Fargo & Company
INCREASED10+1—$1$3+$22023-11-13
Invesco Ltd.
CLOSED060,924-60,924-100%$315.0K$0-$315.0K2023-11-13
Wolverine Asset Management LLC
CLOSED026,328-26,328-100%$136.1K$0-$136.1K2023-11-13
Arlington Capital Management Inc
CLOSED024,279-24,279-100%$125.5K$0-$125.5K2023-10-25
Atria Wealth Solutions, Inc.
CLOSED010,500-10,500-100%$54.3K$0-$54.3K2023-11-08
Proequities, Inc.
UNCHANGED000—$0$0$02023-10-30
Showing 25 of 25 institutions