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Q2 2020 vs Q3 2020

Comparing institutional holders between quarters

Quarters

Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hilltop Holdings Inc.
DECREASED
Shares146,958 from 281,089
Change-134,131 (-48%)
Value$2.2K (-$1.7K)
Filed 2020-11-16
Sound Income Strategies, LLC
INCREASED
Shares45,061 from 44,694
Change+367 (+1%)
Value$661 (+$45)
Filed 2020-10-08
Osaic Holdings, Inc.
DECREASED
Shares43,691 from 45,530
Change-1,839 (-4%)
Value$640 (+$12)
Filed 2020-11-12
Wells Fargo & Company
INCREASED
Shares32,843 from 20,218
Change+12,625 (+62%)
Value$482 (+$203)
Filed 2020-11-05
Harvest Investment Services, LLC
DECREASED
Shares29,963 from 29,975
Change-12 (0%)
Value$439 (+$26)
Filed 2020-10-29
Jane Street Group, LLC
INCREASED
Shares29,301 from 13,084
Change+16,217 (+124%)
Value$430 (+$250)
Filed 2020-11-17
Susquehanna International Group, LLP
DECREASED
Shares26,056 from 76,884
Change-50,828 (-66%)
Value$382 (-$678)
Filed 2020-11-16
Janney Montgomery Scott LLC
DECREASED
Shares23,871 from 27,901
Change-4,030 (-14%)
Value$350 (-$35)
Filed 2020-11-06
Belpointe Asset Management LLC
NEW
Shares20,374
Change+20,374
Value$299
Filed 2020-11-13
Advisory Services Network, LLC
DECREASED
Shares17,599 from 17,742
Change-143 (-1%)
Value$258 (+$13)
Filed 2020-11-16
Flow Traders U.S. LLC
INCREASED
Shares17,450 from 17,350
Change+100 (+1%)
Value$256 (+$17)
Filed 2020-11-16
MML Investors Services, LLC
INCREASED
Shares17,262 from 17,143
Change+119 (+1%)
Value$253 (+$17)
Filed 2020-11-13
Ameriprise Financial Inc
DECREASED
Shares16,523 from 22,991
Change-6,468 (-28%)
Value$242 (-$75)
Filed 2020-11-16
Envestnet Asset Management Inc
DECREASED
Shares13,674 from 24,910
Change-11,236 (-45%)
Value$201 (-$143)
Filed 2020-10-09
Eagle Global Advisors LLC
UNCHANGED
Shares12,140 from 12,140
Change0 (0%)
Value$178 (+$11)
Filed 2020-10-22
Royal Bank of Canada
INCREASED
Shares9,776 from 5,941
Change+3,835 (+65%)
Value$143 (+$61)
Filed 2020-11-16
1834 Investment Advisors Co
UNCHANGED
Shares8,624 from 8,624
Change0 (0%)
Value$127 (+$8)
Filed 2020-11-16
Flagship Harbor Advisors, LLC
DECREASED
Shares4,526 from 5,925
Change-1,399 (-24%)
Value$66 (-$15)
Filed 2020-10-13
Atlas Private Wealth Advisors
DECREASED
Shares1,972 from 2,509
Change-537 (-21%)
Value$29 (-$6)
Filed 2020-10-27
American Portfolios Advisors
DECREASED
Shares1,403 from 1,430
Change-27 (-2%)
Value$20.6K (+$862)
Filed 2023-03-22
Global Retirement Partners, LLC
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$8 ($0)
Filed 2020-10-09
Morgan Stanley
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$8 (+$1)
Filed 2020-11-13
Signaturefd, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1 ($0)
Filed 2020-11-03
HAP Trading, LLC
CLOSED
Shares0 from 23,980
Change-23,980 (-100%)
Value$0 (-$331)
Filed 2020-11-13
Park Avenue Securities LLC
CLOSED
Shares0 from 18,486
Change-18,486 (-100%)
Value$0 (-$255)
Filed 2020-11-03
Sigma Planning Corp
CLOSED
Shares0 from 14,664
Change-14,664 (-100%)
Value$0 (-$202)
Filed 2020-11-03
LPL Financial LLC
CLOSED
Shares0 from 10,724
Change-10,724 (-100%)
Value$0 (-$148)
Filed 2020-11-09
Orion Portfolio Solutions, LLC
CLOSED
Shares0 from 7,745
Change-7,745 (-100%)
Value$0 (-$107)
Filed 2020-11-13
Private Advisor Group, LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$83)
Filed 2020-11-02
Advisors Asset Management, Inc.
CLOSED
Shares0 from 458
Change-458 (-100%)
Value$0 (-$6.3K)
Filed 2026-08-26
Cetera Advisor Networks LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$4)
Filed 2020-11-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-11-13
Status
Hilltop Holdings Inc.
DECREASED146,958281,089-134,131-48%$3.9K$2.2K-$1.7K2020-11-16
Sound Income Strategies, LLC
INCREASED45,06144,694+367+1%$616$661+$452020-10-08
Osaic Holdings, Inc.
DECREASED43,69145,530-1,839-4%$628$640+$122020-11-12
Wells Fargo & Company
INCREASED32,84320,218+12,625+62%$279$482+$2032020-11-05
Harvest Investment Services, LLC
DECREASED29,96329,975-120%$413$439+$262020-10-29
Jane Street Group, LLC
INCREASED29,30113,084+16,217+124%$180$430+$2502020-11-17
Susquehanna International Group, LLP
DECREASED26,05676,884-50,828-66%$1.1K$382-$6782020-11-16
Janney Montgomery Scott LLC
DECREASED23,87127,901-4,030-14%$385$350-$352020-11-06
Belpointe Asset Management LLC
NEW20,374—+20,374——$299—2020-11-13
Advisory Services Network, LLC
DECREASED17,59917,742-143-1%$245$258+$132020-11-16
Flow Traders U.S. LLC
INCREASED17,45017,350+100+1%$239$256+$172020-11-16
MML Investors Services, LLC
INCREASED17,26217,143+119+1%$236$253+$172020-11-13
Ameriprise Financial Inc
DECREASED16,52322,991-6,468-28%$317$242-$752020-11-16
Envestnet Asset Management Inc
DECREASED13,67424,910-11,236-45%$344$201-$1432020-10-09
Eagle Global Advisors LLC
UNCHANGED12,14012,14000%$167$178+$112020-10-22
Royal Bank of Canada
INCREASED9,7765,941+3,835+65%$82$143+$612020-11-16
1834 Investment Advisors Co
UNCHANGED8,6248,62400%$119$127+$82020-11-16
Flagship Harbor Advisors, LLC
DECREASED4,5265,925-1,399-24%$81$66-$152020-10-13
Atlas Private Wealth Advisors
DECREASED1,9722,509-537-21%$35$29-$62020-10-27
American Portfolios Advisors
DECREASED1,4031,430-27-2%$19.7K$20.6K+$8622023-03-22
Global Retirement Partners, LLC
UNCHANGED54454400%$8$8$02020-10-09
Morgan Stanley
UNCHANGED54054000%$7$8+$12020-11-13
Signaturefd, LLC
UNCHANGED505000%$1$1$02020-11-03
HAP Trading, LLC
CLOSED023,980-23,980-100%$331$0-$3312020-11-13
Park Avenue Securities LLC
CLOSED018,486-18,486-100%$255$0-$2552020-11-03
Sigma Planning Corp
CLOSED014,664-14,664-100%$202$0-$2022020-11-03
LPL Financial LLC
CLOSED010,724-10,724-100%$148$0-$1482020-11-09
Orion Portfolio Solutions, LLC
CLOSED07,745-7,745-100%$107$0-$1072020-11-13
Private Advisor Group, LLC
CLOSED06,000-6,000-100%$83$0-$832020-11-02
Advisors Asset Management, Inc.
CLOSED0458-458-100%$6.3K$0-$6.3K2026-08-26
Cetera Advisor Networks LLC
CLOSED0300-300-100%$4$0-$42020-11-13
Proequities, Inc.
UNCHANGED000—$0$0$02020-11-13
Showing 32 of 32 institutions