Sunlight Financial

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

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

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ECP ControlCo, LLC

DECREASED

Shares207,769 from 4,155,380

Change-3,947,611 (-95%)

Value$93.5K (-$1.1M)

Filed 2023-11-14

FTV Management Company, L.P.

CLOSED

Shares0 from 25,271,539

Change-25,271,539 (-100%)

Value$0 (-$7.3M)

Filed 2024-05-15

Alliancebernstein L.P.

CLOSED

Shares0 from 10,525,617

Change-10,525,617 (-100%)

Value$0 (-$3.1M)

Filed 2023-11-14

Apollo Management Holdings, L.P.

CLOSED

Shares0 from 7,337,241

Change-7,337,241 (-100%)

Value$0 (-$2.1M)

Filed 2023-11-15

Vanguard Group Inc

CLOSED

Shares0 from 2,106,834

Change-2,106,834 (-100%)

Value$0 (-$611.0K)

Filed 2023-12-18

Decade Renewable Partners LP

CLOSED

Shares0 from 1,876,500

Change-1,876,500 (-100%)

Value$0 (-$544.2K)

Filed 2023-11-14

Bardin Hill Management Partners LP

CLOSED

Shares0 from 889,771

Change-889,771 (-100%)

Value$0 (-$258)

Filed 2023-11-14

Verition Fund Management LLC

CLOSED

Shares0 from 750,000

Change-750,000 (-100%)

Value$0 (-$217.5K)

Filed 2023-11-14

MSD Partners, L.P.

CLOSED

Shares0 from 590,000

Change-590,000 (-100%)

Value$0 (-$171.1K)

Filed 2023-11-14

BlackRock Inc.

CLOSED

Shares0 from 562,333

Change-562,333 (-100%)

Value$0 (-$163.1K)

Filed 2023-11-13

GSA Capital Partners LLP

CLOSED

Shares0 from 511,268

Change-511,268 (-100%)

Value$0 (-$148)

Filed 2023-11-15

Geode Capital Management, LLC

CLOSED

Shares0 from 339,843

Change-339,843 (-100%)

Value$0 (-$98.6K)

Filed 2023-11-13

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 322,525

Change-322,525 (-100%)

Value$0 (-$93.5K)

Filed 2023-11-14

Shay Capital LLC

CLOSED

Shares0 from 271,425

Change-271,425 (-100%)

Value$0 (-$78.7K)

Filed 2023-11-14

Renaissance Technologies LLC

CLOSED

Shares0 from 206,600

Change-206,600 (-100%)

Value$0 (-$60)

Filed 2023-11-14

Arena Capital Advisors, LLC- CA

CLOSED

Shares0 from 198,696

Change-198,696 (-100%)

Value$0 (-$57.6K)

Filed 2023-11-07

Quarry LP

CLOSED

Shares0 from 196,830

Change-196,830 (-100%)

Value$0 (-$57.1K)

Filed 2023-11-14

FNY Investment Advisers, LLC

CLOSED

Shares0 from 194,250

Change-194,250 (-100%)

Value$0 (-$56)

Filed 2023-10-10

State Street Corp

CLOSED

Shares0 from 119,911

Change-119,911 (-100%)

Value$0 (-$34.8K)

Filed 2023-11-14

Bank of America Corp

CLOSED

Shares0 from 96,007

Change-96,007 (-100%)

Value$0 (-$27.8K)

Filed 2023-11-14

Morgan Stanley

CLOSED

Shares0 from 92,335

Change-92,335 (-100%)

Value$0 (-$26.8K)

Filed 2023-11-15

Northern Trust Corp

CLOSED

Shares0 from 62,016

Change-62,016 (-100%)

Value$0 (-$18.0K)

Filed 2023-11-13

Susquehanna International Group, LLP

CLOSED

Shares0 from 59,944

Change-59,944 (-100%)

Value$0 (-$17.4K)

Filed 2023-11-14

Bank of New York Mellon Corp

CLOSED

Shares0 from 58,405

Change-58,405 (-100%)

Value$0 (-$16.9K)

Filed 2023-10-24

Goldman Sachs Group Inc

CLOSED

Shares0 from 48,371

Change-48,371 (-100%)

Value$0 (-$14.0K)

Filed 2024-05-15

Old Mission Capital LLC

CLOSED

Shares0 from 41,828

Change-41,828 (-100%)

Value$0 (-$12.1K)

Filed 2023-11-15

Virtu Financial LLC

CLOSED

Shares0 from 28,604

Change-28,604 (-100%)

Value$0 (-$8)

Filed 2023-11-15

Jane Street Group, LLC

CLOSED

Shares0 from 25,499

Change-25,499 (-100%)

Value$0 (-$7.4K)

Filed 2023-11-15

Neuberger Berman Group LLC

CLOSED

Shares0 from 24,579

Change-24,579 (-100%)

Value$0 (-$7.1K)

Filed 2023-11-14

UBS Group AG

CLOSED

Shares0 from 21,669

Change-21,669 (-100%)

Value$0 (-$6.3K)

Filed 2023-11-09

Qube Research & Technologies Ltd

CLOSED

Shares0 from 21,663

Change-21,663 (-100%)

Value$0 (-$6.3K)

Filed 2023-11-13

Squarepoint Ops LLC

CLOSED

Shares0 from 16,690

Change-16,690 (-100%)

Value$0 (-$4.8K)

Filed 2023-11-14

Two Sigma Advisers, LP

CLOSED

Shares0 from 16,400

Change-16,400 (-100%)

Value$0 (-$4.8K)

Filed 2023-11-14

Rhumbline Advisers

CLOSED

Shares0 from 16,215

Change-16,215 (-100%)

Value$0 (-$4.7K)

Filed 2023-11-09

Group One Trading LLC

CLOSED

Shares0 from 11,903

Change-11,903 (-100%)

Value$0 (-$3.5K)

Filed 2023-11-09

Integrated Wealth Concepts LLC

CLOSED

Shares0 from 11,200

Change-11,200 (-100%)

Value$0 (-$3.2K)

Filed 2023-11-15

Royal Bank of Canada

CLOSED

Shares0 from 6,556

Change-6,556 (-100%)

Value$0 (-$2.0K)

Filed 2023-11-14

Osaic Holdings, Inc.

CLOSED

Shares0 from 4,670

Change-4,670 (-100%)

Value$0 (-$1.4K)

Filed 2023-11-13

FMR LLC

CLOSED

Shares0 from 3,340

Change-3,340 (-100%)

Value$0 (-$969)

Filed 2026-11-05

National Bank of Canada

CLOSED

Shares0 from 3,290

Change-3,290 (-100%)

Value$0 (-$953)

Filed 2023-10-10

Citigroup Inc

CLOSED

Shares0 from 2,552

Change-2,552 (-100%)

Value$0 (-$740)

Filed 2023-12-06

Archer Investment Corp

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$725)

Filed 2023-11-08

Wells Fargo & Company

CLOSED

Shares0 from 277

Change-277 (-100%)

Value$0 (-$80)

Filed 2023-11-13

Farther Finance Advisors, LLC

CLOSED

Shares0 from 238

Change-238 (-100%)

Value$0 (-$69)

Filed 2023-11-14

New York State Common Retirement Fund

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$58)

Filed 2025-10-08

NewEdge Advisors, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$58)

Filed 2023-11-14

Tucker Asset Management LLC

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$12)

Filed 2023-12-04

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-10-30

	Status
ECP ControlCo, LLC	DECREASED	207,769	4,155,380	-3,947,611	-95%	$1.2M	$93.5K	-$1.1M	2023-11-14
FTV Management Company, L.P.	CLOSED	0	25,271,539	-25,271,539	-100%	$7.3M	$0	-$7.3M	2024-05-15
Alliancebernstein L.P.	CLOSED	0	10,525,617	-10,525,617	-100%	$3.1M	$0	-$3.1M	2023-11-14
Apollo Management Holdings, L.P.	CLOSED	0	7,337,241	-7,337,241	-100%	$2.1M	$0	-$2.1M	2023-11-15
Vanguard Group Inc	CLOSED	0	2,106,834	-2,106,834	-100%	$611.0K	$0	-$611.0K	2023-12-18
Decade Renewable Partners LP	CLOSED	0	1,876,500	-1,876,500	-100%	$544.2K	$0	-$544.2K	2023-11-14
Bardin Hill Management Partners LP	CLOSED	0	889,771	-889,771	-100%	$258	$0	-$258	2023-11-14
Verition Fund Management LLC	CLOSED	0	750,000	-750,000	-100%	$217.5K	$0	-$217.5K	2023-11-14
MSD Partners, L.P.	CLOSED	0	590,000	-590,000	-100%	$171.1K	$0	-$171.1K	2023-11-14
BlackRock Inc.	CLOSED	0	562,333	-562,333	-100%	$163.1K	$0	-$163.1K	2023-11-13
GSA Capital Partners LLP	CLOSED	0	511,268	-511,268	-100%	$148	$0	-$148	2023-11-15
Geode Capital Management, LLC	CLOSED	0	339,843	-339,843	-100%	$98.6K	$0	-$98.6K	2023-11-13
Y-Intercept (Hong Kong) Ltd	CLOSED	0	322,525	-322,525	-100%	$93.5K	$0	-$93.5K	2023-11-14
Shay Capital LLC	CLOSED	0	271,425	-271,425	-100%	$78.7K	$0	-$78.7K	2023-11-14
Renaissance Technologies LLC	CLOSED	0	206,600	-206,600	-100%	$60	$0	-$60	2023-11-14
Arena Capital Advisors, LLC- CA	CLOSED	0	198,696	-198,696	-100%	$57.6K	$0	-$57.6K	2023-11-07
Quarry LP	CLOSED	0	196,830	-196,830	-100%	$57.1K	$0	-$57.1K	2023-11-14
FNY Investment Advisers, LLC	CLOSED	0	194,250	-194,250	-100%	$56	$0	-$56	2023-10-10
State Street Corp	CLOSED	0	119,911	-119,911	-100%	$34.8K	$0	-$34.8K	2023-11-14
Bank of America Corp	CLOSED	0	96,007	-96,007	-100%	$27.8K	$0	-$27.8K	2023-11-14
Morgan Stanley	CLOSED	0	92,335	-92,335	-100%	$26.8K	$0	-$26.8K	2023-11-15
Northern Trust Corp	CLOSED	0	62,016	-62,016	-100%	$18.0K	$0	-$18.0K	2023-11-13
Susquehanna International Group, LLP	CLOSED	0	59,944	-59,944	-100%	$17.4K	$0	-$17.4K	2023-11-14
Bank of New York Mellon Corp	CLOSED	0	58,405	-58,405	-100%	$16.9K	$0	-$16.9K	2023-10-24
Goldman Sachs Group Inc	CLOSED	0	48,371	-48,371	-100%	$14.0K	$0	-$14.0K	2024-05-15
Old Mission Capital LLC	CLOSED	0	41,828	-41,828	-100%	$12.1K	$0	-$12.1K	2023-11-15
Virtu Financial LLC	CLOSED	0	28,604	-28,604	-100%	$8	$0	-$8	2023-11-15
Jane Street Group, LLC	CLOSED	0	25,499	-25,499	-100%	$7.4K	$0	-$7.4K	2023-11-15
Neuberger Berman Group LLC	CLOSED	0	24,579	-24,579	-100%	$7.1K	$0	-$7.1K	2023-11-14
UBS Group AG	CLOSED	0	21,669	-21,669	-100%	$6.3K	$0	-$6.3K	2023-11-09
Qube Research & Technologies Ltd	CLOSED	0	21,663	-21,663	-100%	$6.3K	$0	-$6.3K	2023-11-13
Squarepoint Ops LLC	CLOSED	0	16,690	-16,690	-100%	$4.8K	$0	-$4.8K	2023-11-14
Two Sigma Advisers, LP	CLOSED	0	16,400	-16,400	-100%	$4.8K	$0	-$4.8K	2023-11-14
Rhumbline Advisers	CLOSED	0	16,215	-16,215	-100%	$4.7K	$0	-$4.7K	2023-11-09
Group One Trading LLC	CLOSED	0	11,903	-11,903	-100%	$3.5K	$0	-$3.5K	2023-11-09
Integrated Wealth Concepts LLC	CLOSED	0	11,200	-11,200	-100%	$3.2K	$0	-$3.2K	2023-11-15
Royal Bank of Canada	CLOSED	0	6,556	-6,556	-100%	$2.0K	$0	-$2.0K	2023-11-14
Osaic Holdings, Inc.	CLOSED	0	4,670	-4,670	-100%	$1.4K	$0	-$1.4K	2023-11-13
FMR LLC	CLOSED	0	3,340	-3,340	-100%	$969	$0	-$969	2026-11-05
National Bank of Canada	CLOSED	0	3,290	-3,290	-100%	$953	$0	-$953	2023-10-10
Citigroup Inc	CLOSED	0	2,552	-2,552	-100%	$740	$0	-$740	2023-12-06
Archer Investment Corp	CLOSED	0	2,500	-2,500	-100%	$725	$0	-$725	2023-11-08
Wells Fargo & Company	CLOSED	0	277	-277	-100%	$80	$0	-$80	2023-11-13
Farther Finance Advisors, LLC	CLOSED	0	238	-238	-100%	$69	$0	-$69	2023-11-14
New York State Common Retirement Fund	CLOSED	0	200	-200	-100%	$58	$0	-$58	2025-10-08
NewEdge Advisors, LLC	CLOSED	0	200	-200	-100%	$58	$0	-$58	2023-11-14
Tucker Asset Management LLC	CLOSED	0	40	-40	-100%	$12	$0	-$12	2023-12-04
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2023-10-30

Showing 48 of 48 institutions