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Q3 2022 vs Q4 2022

Comparing institutional holders between quarters

Quarters

Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Blue Trust, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$36 (-$1)
Filed 2023-01-17
IFP Advisors, Inc
DECREASED
Shares644 from 1,572
Change-928 (-59%)
Value$4 (-$9)
Filed 2023-02-07
HighTower Advisors, LLC
CLOSED
Shares0 from 1,151,985
Change-1,151,985 (-100%)
Value$0 (-$10.5K)
Filed 2023-02-09
Rathbones Group PLC
CLOSED
Shares0 from 867,943
Change-867,943 (-100%)
Value$0 (-$7.9K)
Filed 2023-02-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 299,182
Change-299,182 (-100%)
Value$0 (-$2.7K)
Filed 2023-02-14
Capital Wealth Alliance, LLC
CLOSED
Shares0 from 281,202
Change-281,202 (-100%)
Value$0 (-$2.6K)
Filed 2023-02-01
Lake Street Advisors Group, LLC
CLOSED
Shares0 from 194,117
Change-194,117 (-100%)
Value$0 (-$1.8K)
Filed 2023-02-14
Verity Asset Management, Inc.
CLOSED
Shares0 from 192,713
Change-192,713 (-100%)
Value$0 (-$1.8M)
Filed 2023-02-14
Claret Asset Management Corp
CLOSED
Shares0 from 159,570
Change-159,570 (-100%)
Value$0 (-$1.5K)
Filed 2023-02-07
Jane Street Group, LLC
CLOSED
Shares0 from 149,647
Change-149,647 (-100%)
Value$0 (-$1.4K)
Filed 2023-02-15
Guild Investment Management, Inc.
CLOSED
Shares0 from 142,800
Change-142,800 (-100%)
Value$0 (-$1.3K)
Filed 2023-02-03
Advisory Services Network, LLC
CLOSED
Shares0 from 120,938
Change-120,938 (-100%)
Value$0 (-$1.1K)
Filed 2023-02-13
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 98,942
Change-98,942 (-100%)
Value$0 (-$901)
Filed 2023-03-15
Royal Bank of Canada
CLOSED
Shares0 from 84,708
Change-84,708 (-100%)
Value$0 (-$771)
Filed 2023-02-14
Janney Montgomery Scott LLC
CLOSED
Shares0 from 83,933
Change-83,933 (-100%)
Value$0 (-$764)
Filed 2023-02-01
Osaic Holdings, Inc.
CLOSED
Shares0 from 66,213
Change-66,213 (-100%)
Value$0 (-$603)
Filed 2023-02-10
Two Sigma Securities, LLC
CLOSED
Shares0 from 57,732
Change-57,732 (-100%)
Value$0 (-$525)
Filed 2023-02-14
Ahrens Investment Partners LLC
CLOSED
Shares0 from 45,950
Change-45,950 (-100%)
Value$0 (-$418)
Filed 2023-02-09
MGO One Seven LLC
CLOSED
Shares0 from 35,812
Change-35,812 (-100%)
Value$0 (-$255)
Filed 2023-01-25
Cladis Investment Advisory, LLC
CLOSED
Shares0 from 34,000
Change-34,000 (-100%)
Value$0 (-$309.4K)
Filed 2024-10-09
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 32,300
Change-32,300 (-100%)
Value$0 (-$294)
Filed 2023-02-01
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 31,166
Change-31,166 (-100%)
Value$0 (-$283)
Filed 2023-02-07
UBS Group AG
CLOSED
Shares0 from 27,993
Change-27,993 (-100%)
Value$0 (-$255)
Filed 2023-02-08
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 24,983
Change-24,983 (-100%)
Value$0 (-$227)
Filed 2023-02-08
Evolution Wealth Advisors, LLC
CLOSED
Shares0 from 24,420
Change-24,420 (-100%)
Value$0 (-$222)
Filed 2023-02-07
Southland Equity Partners LLC
CLOSED
Shares0 from 24,157
Change-24,157 (-100%)
Value$0 (-$219.8K)
Filed 2024-01-02
Envestnet Asset Management Inc
CLOSED
Shares0 from 22,554
Change-22,554 (-100%)
Value$0 (-$205)
Filed 2023-02-07
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 18,600
Change-18,600 (-100%)
Value$0 (-$169)
Filed 2023-02-10
Osborne Partners Capital Management, LLC
CLOSED
Shares0 from 18,296
Change-18,296 (-100%)
Value$0 (-$166)
Filed 2023-01-24
Parallel Advisors, LLC
CLOSED
Shares0 from 14,220
Change-14,220 (-100%)
Value$0 (-$129)
Filed 2023-02-06
Optimum Investment Advisors
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$127)
Filed 2023-01-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 13,890
Change-13,890 (-100%)
Value$0 (-$126)
Filed 2023-01-30
Cetera Advisor Networks LLC
CLOSED
Shares0 from 13,234
Change-13,234 (-100%)
Value$0 (-$120)
Filed 2023-02-14
LPL Financial LLC
CLOSED
Shares0 from 11,500
Change-11,500 (-100%)
Value$0 (-$105)
Filed 2023-02-07
Levin Capital Strategies, L.P.
CLOSED
Shares0 from 11,400
Change-11,400 (-100%)
Value$0 (-$104)
Filed 2023-02-13
Flow Traders U.S. LLC
CLOSED
Shares0 from 11,129
Change-11,129 (-100%)
Value$0 (-$101)
Filed 2023-02-14
Clark Capital Management Group, Inc.
CLOSED
Shares0 from 11,079
Change-11,079 (-100%)
Value$0 (-$101)
Filed 2023-02-14
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 10,866
Change-10,866 (-100%)
Value$0 (-$99)
Filed 2023-02-13
Morgan Stanley
CLOSED
Shares0 from 10,007
Change-10,007 (-100%)
Value$0 (-$91)
Filed 2023-02-14
Cambridge Advisors Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$91)
Filed 2023-01-23
Bogart Wealth, LLC
CLOSED
Shares0 from 9,717
Change-9,717 (-100%)
Value$0 (-$88)
Filed 2023-02-06
Creative Financial Designs Inc
CLOSED
Shares0 from 8,800
Change-8,800 (-100%)
Value$0 (-$80)
Filed 2023-02-01
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 4,595
Change-4,595 (-100%)
Value$0 (-$41)
Filed 2023-03-06
National Bank of Canada
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$35)
Filed 2023-01-24
Capital Analysts, LLC
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$32)
Filed 2023-02-08
Simplex Trading, LLC
CLOSED
Shares0 from 3,187
Change-3,187 (-100%)
Value$0 (-$29)
Filed 2023-02-02
Ancora Advisors LLCA
CLOSED
Shares0 from 2,868
Change-2,868 (-100%)
Value$0 (-$26)
Filed 2023-02-14
Gradient Investments LLC
CLOSED
Shares0 from 1,123
Change-1,123 (-100%)
Value$0 (-$10)
Filed 2023-01-10
Cutler Group LP
CLOSED
Shares0 from 1,044
Change-1,044 (-100%)
Value$0 (-$9)
Filed 2023-02-07
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 938
Change-938 (-100%)
Value$0 (-$8.6K)
Filed 2023-11-13
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$8)
Filed 2023-02-02
SOA Wealth Advisors, Llc.
CLOSED
Shares0 from 918
Change-918 (-100%)
Value$0 (-$8)
Filed 2023-01-10
Eagle Bay Advisors LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$6)
Filed 2023-01-26
Worth Asset Management, LLC
CLOSED
Shares0 from 405
Change-405 (-100%)
Value$0 (-$4)
Filed 2023-01-13
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$2)
Filed 2023-02-03
Signaturefd, LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$2)
Filed 2023-01-30
Valley National Advisers Inc
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 ($0)
Filed 2023-01-12
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-01-30
Beaumont Financial Partners, LLC
N/A
Shares— from 33,125
Change-33,125 (-100%)
Value—
FourThought Financial, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Status
Blue Trust, Inc.
UNCHANGED4,0004,00000%$37$36-$12023-01-17
IFP Advisors, Inc
DECREASED6441,572-928-59%$13$4-$92023-02-07
HighTower Advisors, LLC
CLOSED01,151,985-1,151,985-100%$10.5K$0-$10.5K2023-02-09
Rathbones Group PLC
CLOSED0867,943-867,943-100%$7.9K$0-$7.9K2023-02-14
Susquehanna International Group, LLP
CLOSED0299,182-299,182-100%$2.7K$0-$2.7K2023-02-14
Capital Wealth Alliance, LLC
CLOSED0281,202-281,202-100%$2.6K$0-$2.6K2023-02-01
Lake Street Advisors Group, LLC
CLOSED0194,117-194,117-100%$1.8K$0-$1.8K2023-02-14
Verity Asset Management, Inc.
CLOSED0192,713-192,713-100%$1.8M$0-$1.8M2023-02-14
Claret Asset Management Corp
CLOSED0159,570-159,570-100%$1.5K$0-$1.5K2023-02-07
Jane Street Group, LLC
CLOSED0149,647-149,647-100%$1.4K$0-$1.4K2023-02-15
Guild Investment Management, Inc.
CLOSED0142,800-142,800-100%$1.3K$0-$1.3K2023-02-03
Advisory Services Network, LLC
CLOSED0120,938-120,938-100%$1.1K$0-$1.1K2023-02-13
B. Riley Wealth Advisors, Inc.
CLOSED098,942-98,942-100%$901$0-$9012023-03-15
Royal Bank of Canada
CLOSED084,708-84,708-100%$771$0-$7712023-02-14
Janney Montgomery Scott LLC
CLOSED083,933-83,933-100%$764$0-$7642023-02-01
Osaic Holdings, Inc.
CLOSED066,213-66,213-100%$603$0-$6032023-02-10
Two Sigma Securities, LLC
CLOSED057,732-57,732-100%$525$0-$5252023-02-14
Ahrens Investment Partners LLC
CLOSED045,950-45,950-100%$418$0-$4182023-02-09
MGO One Seven LLC
CLOSED035,812-35,812-100%$255$0-$2552023-01-25
Cladis Investment Advisory, LLC
CLOSED034,000-34,000-100%$309.4K$0-$309.4K2024-10-09
Kestra Private Wealth Services, LLC
CLOSED032,300-32,300-100%$294$0-$2942023-02-01
Commonwealth Equity Services, LLC
CLOSED031,166-31,166-100%$283$0-$2832023-02-07
UBS Group AG
CLOSED027,993-27,993-100%$255$0-$2552023-02-08
Cambridge Investment Research Advisors, Inc.
CLOSED024,983-24,983-100%$227$0-$2272023-02-08
Evolution Wealth Advisors, LLC
CLOSED024,420-24,420-100%$222$0-$2222023-02-07
Southland Equity Partners LLC
CLOSED024,157-24,157-100%$219.8K$0-$219.8K2024-01-02
Envestnet Asset Management Inc
CLOSED022,554-22,554-100%$205$0-$2052023-02-07
Samalin Investment Counsel, LLC
CLOSED018,600-18,600-100%$169$0-$1692023-02-10
Osborne Partners Capital Management, LLC
CLOSED018,296-18,296-100%$166$0-$1662023-01-24
Parallel Advisors, LLC
CLOSED014,220-14,220-100%$129$0-$1292023-02-06
Optimum Investment Advisors
CLOSED014,000-14,000-100%$127$0-$1272023-01-05
International Assets Investment Management, LLC
CLOSED013,890-13,890-100%$126$0-$1262023-01-30
Cetera Advisor Networks LLC
CLOSED013,234-13,234-100%$120$0-$1202023-02-14
LPL Financial LLC
CLOSED011,500-11,500-100%$105$0-$1052023-02-07
Levin Capital Strategies, L.P.
CLOSED011,400-11,400-100%$104$0-$1042023-02-13
Flow Traders U.S. LLC
CLOSED011,129-11,129-100%$101$0-$1012023-02-14
Clark Capital Management Group, Inc.
CLOSED011,079-11,079-100%$101$0-$1012023-02-14
Dana Investment Advisors, Inc.
CLOSED010,866-10,866-100%$99$0-$992023-02-13
Morgan Stanley
CLOSED010,007-10,007-100%$91$0-$912023-02-14
Cambridge Advisors Inc.
CLOSED010,000-10,000-100%$91$0-$912023-01-23
Bogart Wealth, LLC
CLOSED09,717-9,717-100%$88$0-$882023-02-06
Creative Financial Designs Inc
CLOSED08,800-8,800-100%$80$0-$802023-02-01
Rockefeller Capital Management L.P.
CLOSED04,595-4,595-100%$41$0-$412023-03-06
National Bank of Canada
CLOSED03,900-3,900-100%$35$0-$352023-01-24
Capital Analysts, LLC
CLOSED03,500-3,500-100%$32$0-$322023-02-08
Simplex Trading, LLC
CLOSED03,187-3,187-100%$29$0-$292023-02-02
Ancora Advisors LLCA
CLOSED02,868-2,868-100%$26$0-$262023-02-14
Gradient Investments LLC
CLOSED01,123-1,123-100%$10$0-$102023-01-10
Cutler Group LP
CLOSED01,044-1,044-100%$9$0-$92023-02-07
TD Waterhouse Canada Inc.
CLOSED0938-938-100%$8.6K$0-$8.6K2023-11-13
Farmers & Merchants Investments Inc
CLOSED0925-925-100%$8$0-$82023-02-02
SOA Wealth Advisors, Llc.
CLOSED0918-918-100%$8$0-$82023-01-10
Eagle Bay Advisors LLC
CLOSED0700-700-100%$6$0-$62023-01-26
Worth Asset Management, LLC
CLOSED0405-405-100%$4$0-$42023-01-13
Blue Bell Private Wealth Management, LLC
CLOSED0232-232-100%$2$0-$22023-02-03
Signaturefd, LLC
CLOSED0172-172-100%$2$0-$22023-01-30
Valley National Advisers Inc
CLOSED046-46-100%$0$0$02023-01-12
Proequities, Inc.
CLOSED000—$0$0$02023-01-30
Beaumont Financial Partners, LLC
N/A—33,125-33,125-100%$301———
FourThought Financial, LLC
N/A—400-400-100%$4———
Showing 60 of 60 institutions