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United States Treasury Bills Bill

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Encompass Wealth Advisors, LLC
UNCHANGED
Shares500,000 from 500,000
Change0 (0%)
Value$495.3K (+$5.5K)
Filed 2023-08-09
McGowan Group Asset Management, Inc.
UNCHANGED
Shares300,000 from 300,000
Change0 (0%)
Value$297.2K (+$3.3K)
Filed 2023-08-10
Highlander Capital Management, LLC
NEW
Shares200,000
Change+200,000
Value$198
Filed 2023-08-14
RFP Financial Group LLC
NEW
Shares32,000
Change+32,000
Value$31.7K
Filed 2023-08-01
Heritage Wealth Partners, LLC
INCREASED
Shares4,000 from 2,300
Change+1,700 (+74%)
Value$4.0M (+$1.7M)
Filed 2023-08-11
Tucker Asset Management LLC
NEW
Shares3,272
Change+3,272
Value$3.2M
Filed 2023-09-08
ORG Partners LLC
NEW
Shares300
Change+300
Value$297.0K
Filed 2023-07-25
Strategic Investment Solutions, Inc.
CLOSED
Shares0 from 640,000
Change-640,000 (-100%)
Value$0 (-$626.8K)
Filed 2023-08-15
Accel Wealth Management
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$2.9K)
Filed 2023-07-24
Status
Encompass Wealth Advisors, LLC
UNCHANGED500,000500,00000%$489.8K$495.3K+$5.5K2023-08-09
McGowan Group Asset Management, Inc.
UNCHANGED300,000300,00000%$293.9K$297.2K+$3.3K2023-08-10
Highlander Capital Management, LLC
NEW200,000—+200,000——$198—2023-08-14
RFP Financial Group LLC
NEW32,000—+32,000——$31.7K—2023-08-01
Heritage Wealth Partners, LLC
INCREASED4,0002,300+1,700+74%$2.3M$4.0M+$1.7M2023-08-11
Tucker Asset Management LLC
NEW3,272—+3,272——$3.2M—2023-09-08
ORG Partners LLC
NEW300—+300——$297.0K—2023-07-25
Strategic Investment Solutions, Inc.
CLOSED0640,000-640,000-100%$626.8K$0-$626.8K2023-08-15
Accel Wealth Management
CLOSED03-3-100%$2.9K$0-$2.9K2023-07-24
Showing 9 of 9 institutions