IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Western Digital Corp

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares67,000 from 67,000
Change0 (0%)
Value$66.5K (+$295)
Filed 2024-07-30
F/m Investments LLC
DECREASED
Shares13,000 from 3,512,000
Change-3,499,000 (-100%)
Value$13.6K (-$3.5M)
Filed 2024-04-23
Victory Capital Management Inc
CLOSED
Shares0 from 84,474,000
Change-84,474,000 (-100%)
Value$0 (-$84.1M)
Filed 2024-05-03
Glazer Capital, LLC
CLOSED
Shares0 from 47,410,000
Change-47,410,000 (-100%)
Value$0 (-$47.2K)
Filed 2024-05-15
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CLOSED
Shares0 from 36,950,000
Change-36,950,000 (-100%)
Value$0 (-$36.8M)
Filed 2026-05-04
Lord, Abbett & Co. LLC
CLOSED
Shares0 from 27,655,000
Change-27,655,000 (-100%)
Value$0 (-$27.5K)
Filed 2024-10-07
Fort Baker Capital Management LP
CLOSED
Shares0 from 26,894,000
Change-26,894,000 (-100%)
Value$0 (-$27.0M)
Filed 2024-05-15
Kohlberg Kravis Roberts & Co. L.P.
CLOSED
Shares0 from 22,263,000
Change-22,263,000 (-100%)
Value$0 (-$22.2M)
Filed 2024-05-15
Truist Financial Corp
CLOSED
Shares0 from 21,785,000
Change-21,785,000 (-100%)
Value$0 (-$21.7M)
Filed 2024-05-13
III Capital Management
CLOSED
Shares0 from 20,626,000
Change-20,626,000 (-100%)
Value$0 (-$20.5M)
Filed 2024-05-15
Piper Sandler & Co.
CLOSED
Shares0 from 20,355,000
Change-20,355,000 (-100%)
Value$0 (-$20.3M)
Filed 2024-05-13
Radcliffe Capital Management, L.P.
CLOSED
Shares0 from 16,631,000
Change-16,631,000 (-100%)
Value$0 (-$16.6M)
Filed 2024-05-15
SSI Investment Management LLC
CLOSED
Shares0 from 15,396,000
Change-15,396,000 (-100%)
Value$0 (-$15.1M)
Filed 2024-05-14
Financial Sense Advisors, Inc.
CLOSED
Shares0 from 14,319,000
Change-14,319,000 (-100%)
Value$0 (-$14.4M)
Filed 2024-04-19
Income Research & Management
CLOSED
Shares0 from 13,733,000
Change-13,733,000 (-100%)
Value$0 (-$13.7M)
Filed 2024-04-25
Brandywine Global Investment Management, LLC
CLOSED
Shares0 from 12,725,000
Change-12,725,000 (-100%)
Value$0 (-$12.7M)
Filed 2024-05-13
JPMorgan Chase & Co
CLOSED
Shares0 from 12,520,000
Change-12,520,000 (-100%)
Value$0 (-$12.5M)
Filed 2024-12-26
Bank of America Corp
CLOSED
Shares0 from 12,057,000
Change-12,057,000 (-100%)
Value$0 (-$12.0M)
Filed 2025-03-18
Schroder Investment Management Group
CLOSED
Shares0 from 10,250,000
Change-10,250,000 (-100%)
Value$0 (-$10.1M)
Filed 2024-05-14
Palisade Capital Management, LP
CLOSED
Shares0 from 9,432,000
Change-9,432,000 (-100%)
Value$0 (-$9.4M)
Filed 2024-05-15
BNP Paribas Asset Management Holding S.A.
CLOSED
Shares0 from 8,003,000
Change-8,003,000 (-100%)
Value$0 (-$7.9K)
Filed 2024-05-08
Deutsche Bank Ag\
CLOSED
Shares0 from 7,530,000
Change-7,530,000 (-100%)
Value$0 (-$7.5M)
Filed 2025-06-02
Wells Fargo & Company
CLOSED
Shares0 from 7,328,000
Change-7,328,000 (-100%)
Value$0 (-$7.3M)
Filed 2024-05-10
Mackay Shields LLC
CLOSED
Shares0 from 5,359,000
Change-5,359,000 (-100%)
Value$0 (-$5.4M)
Filed 2024-05-03
Susquehanna International Group, LLP
CLOSED
Shares0 from 4,600,000
Change-4,600,000 (-100%)
Value$0 (-$4.6M)
Filed 2024-05-07
Aristeia Capital, L.L.C.
CLOSED
Shares0 from 4,000,000
Change-4,000,000 (-100%)
Value$0 (-$4.0M)
Filed 2024-05-15
Conning Inc.
CLOSED
Shares0 from 3,850,000
Change-3,850,000 (-100%)
Value$0 (-$3.8M)
Filed 2024-04-26
Morgan Stanley
CLOSED
Shares0 from 3,385,000
Change-3,385,000 (-100%)
Value$0 (-$3.4M)
Filed 2024-10-17
Royal Bank of Canada
CLOSED
Shares0 from 3,193,000
Change-3,193,000 (-100%)
Value$0 (-$3.2M)
Filed 2024-11-05
Ontario Teachers Pension Plan Board
CLOSED
Shares0 from 3,000,000
Change-3,000,000 (-100%)
Value$0 (-$3.0M)
Filed 2026-02-13
State Street Corp
CLOSED
Shares0 from 2,750,000
Change-2,750,000 (-100%)
Value$0 (-$2.7M)
Filed 2024-05-15
Pacific Global Investment Management Co
CLOSED
Shares0 from 1,530,000
Change-1,530,000 (-100%)
Value$0 (-$1.5M)
Filed 2024-05-10
Credit Suisse AG/
CLOSED
Shares0 from 1,500,000
Change-1,500,000 (-100%)
Value$0 (-$1.4M)
Filed 2024-05-10
Envestnet Asset Management Inc
CLOSED
Shares0 from 1,431,000
Change-1,431,000 (-100%)
Value$0 (-$1.4M)
Filed 2024-05-13
Boothbay Fund Management, LLC
CLOSED
Shares0 from 1,226,000
Change-1,226,000 (-100%)
Value$0 (-$1.2M)
Filed 2024-05-15
Goldman Sachs Group Inc
CLOSED
Shares0 from 1,182,000
Change-1,182,000 (-100%)
Value$0 (-$1.2M)
Filed 2024-05-15
AXA S.A.
CLOSED
Shares0 from 1,156,000
Change-1,156,000 (-100%)
Value$0 (-$1.1M)
Filed 2024-05-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED
Shares0 from 900,000
Change-900,000 (-100%)
Value$0 (-$896.4K)
Filed 2024-05-08
Bank of New York Mellon Corp
CLOSED
Shares0 from 700,000
Change-700,000 (-100%)
Value$0 (-$696.8K)
Filed 2024-04-25
Fox Hill Wealth Management
CLOSED
Shares0 from 508,000
Change-508,000 (-100%)
Value$0 (-$502.1K)
Filed 2024-04-17
Warberg Asset Management LLC
CLOSED
Shares0 from 504,000
Change-504,000 (-100%)
Value$0 (-$501.8K)
Filed 2024-05-06
Zazove Associates LLC
CLOSED
Shares0 from 500,000
Change-500,000 (-100%)
Value$0 (-$498)
Filed 2024-06-04
American Century Companies Inc
CLOSED
Shares0 from 359,000
Change-359,000 (-100%)
Value$0 (-$359.4K)
Filed 2024-05-14
JAG Capital Management, LLC
CLOSED
Shares0 from 261,000
Change-261,000 (-100%)
Value$0 (-$260.0K)
Filed 2024-05-01
Advisory Services Network, LLC
CLOSED
Shares0 from 250,000
Change-250,000 (-100%)
Value$0 (-$249.0K)
Filed 2024-05-06
Stifel Financial Corp
CLOSED
Shares0 from 234,060
Change-234,060 (-100%)
Value$0 (-$234.1K)
Filed 2024-05-14
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 225,000
Change-225,000 (-100%)
Value$0 (-$224.1K)
Filed 2024-05-14
Cutler Capital Management, LLC
CLOSED
Shares0 from 210,000
Change-210,000 (-100%)
Value$0 (-$209.2K)
Filed 2024-05-14
HighTower Advisors, LLC
CLOSED
Shares0 from 191,000
Change-191,000 (-100%)
Value$0 (-$191.0K)
Filed 2024-05-06
Ameriprise Financial Inc
CLOSED
Shares0 from 181,000
Change-181,000 (-100%)
Value$0 (-$180.3K)
Filed 2024-05-15
Sigma Planning Corp
CLOSED
Shares0 from 152,000
Change-152,000 (-100%)
Value$0 (-$151.4K)
Filed 2024-05-02
SEI Investments Co
CLOSED
Shares0 from 140,000
Change-140,000 (-100%)
Value$0 (-$139.4K)
Filed 2024-05-07
Seaview Investment Managers LLC
CLOSED
Shares0 from 140,000
Change-140,000 (-100%)
Value$0 (-$139.4K)
Filed 2024-05-10
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 115,000
Change-115,000 (-100%)
Value$0 (-$115)
Filed 2024-04-29
MGO One Seven LLC
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$98.8K)
Filed 2024-05-14
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 82,000
Change-82,000 (-100%)
Value$0 (-$81.7K)
Filed 2024-04-12
Beacon Investment Advisors LLC
CLOSED
Shares0 from 77,000
Change-77,000 (-100%)
Value$0 (-$76.7K)
Filed 2024-05-13
Stonegate Investment Group, LLC
CLOSED
Shares0 from 72,000
Change-72,000 (-100%)
Value$0 (-$71.7K)
Filed 2024-04-22
Moors & Cabot, Inc.
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$49.8K)
Filed 2024-05-08
Fiduciary Group, LLC
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$49.8K)
Filed 2024-05-13
Gladstone Institutional Advisory LLC
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$49.8K)
Filed 2024-05-14
Integrated Advisors Network LLC
CLOSED
Shares0 from 50,000
Change-50,000 (-100%)
Value$0 (-$49.7K)
Filed 2024-05-06
Claro Advisors Inc.
CLOSED
Shares0 from 47,000
Change-47,000 (-100%)
Value$0 (-$47.1K)
Filed 2024-04-18
Childress Capital Advisors, LLC
CLOSED
Shares0 from 46,000
Change-46,000 (-100%)
Value$0 (-$45.8K)
Filed 2024-04-24
Lakeview Capital Partners, LLC
CLOSED
Shares0 from 44,000
Change-44,000 (-100%)
Value$0 (-$43.8K)
Filed 2024-05-10
Northside Capital Management, LLC
CLOSED
Shares0 from 44,000
Change-44,000 (-100%)
Value$0 (-$43.5K)
Filed 2024-04-04
CreativeOne Wealth, LLC
CLOSED
Shares0 from 44,000
Change-44,000 (-100%)
Value$0 (-$44)
Filed 2024-05-14
Schechter Investment Advisors, LLC
CLOSED
Shares0 from 40,000
Change-40,000 (-100%)
Value$0 (-$39.8K)
Filed 2024-05-06
Lanark Financial, Inc.
CLOSED
Shares0 from 38,000
Change-38,000 (-100%)
Value$0 (-$37)
Filed 2024-04-05
Goldstein Advisors, LLC
CLOSED
Shares0 from 33,000
Change-33,000 (-100%)
Value$0 (-$3.3M)
Filed 2024-05-13
Patron Partners, LLC
CLOSED
Shares0 from 32,000
Change-32,000 (-100%)
Value$0 (-$31.6K)
Filed 2024-05-02
Balboa Wealth Partners
CLOSED
Shares0 from 31,000
Change-31,000 (-100%)
Value$0 (-$30.6K)
Filed 2024-05-13
Significant Wealth Partners LLC
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$29.7K)
Filed 2024-05-07
Atlantic Trust Group, LLC
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$29.9K)
Filed 2024-05-10
Cetera Investment Advisers
CLOSED
Shares0 from 29,000
Change-29,000 (-100%)
Value$0 (-$28.9K)
Filed 2024-05-24
Cetera Advisors LLC
CLOSED
Shares0 from 28,000
Change-28,000 (-100%)
Value$0 (-$27.9K)
Filed 2024-05-24
Blair William & Co
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$24.9K)
Filed 2024-05-09
US Bancorp \de\
CLOSED
Shares0 from 24,000
Change-24,000 (-100%)
Value$0 (-$23.9K)
Filed 2024-05-08
Florida Trust Wealth Management Co
CLOSED
Shares0 from 24,000
Change-24,000 (-100%)
Value$0 (-$23.9K)
Filed 2024-05-21
FourThought Financial Partners, LLC
CLOSED
Shares0 from 23,000
Change-23,000 (-100%)
Value$0 (-$22.9K)
Filed 2024-05-14
Certified Advisory Corp
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$19.9K)
Filed 2024-05-10
Financial & Tax Architects, LLC
CLOSED
Shares0 from 19,000
Change-19,000 (-100%)
Value$0 (-$18.8K)
Filed 2024-05-08
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 18,000
Change-18,000 (-100%)
Value$0 (-$17.8K)
Filed 2024-05-15
H D Vest Advisory Services
CLOSED
Shares0 from 18,000
Change-18,000 (-100%)
Value$0 (-$17.9K)
Filed 2024-05-08
180 Wealth Advisors, LLC
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$14.9K)
Filed 2024-04-16
Lyell Wealth Management, LP
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$14.8K)
Filed 2024-05-03
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$14.9K)
Filed 2024-04-30
D.A. Davidson & Co.
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$14.9K)
Filed 2024-05-13
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$14.9K)
Filed 2024-04-24
LPL Financial LLC
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$13.8K)
Filed 2024-05-10
Nations Financial Group Inc,
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$12.0K)
Filed 2024-04-23
Osaic Holdings, Inc.
CLOSED
Shares0 from 11,308
Change-11,308 (-100%)
Value$0 (-$317.7K)
Filed 2024-05-10
Independent Wealth Network Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$9.9K)
Filed 2024-05-20
Carmel Capital Partners, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$9.9K)
Filed 2024-04-25
Comerica Bank
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$10.0K)
Filed 2024-05-16
Candriam S.C.A.
CLOSED
Shares0 from 5,750
Change-5,750 (-100%)
Value$0 (-$5.8M)
Filed 2024-05-06
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$498.0K)
Filed 2024-05-10
UBS Group AG
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$5.0K)
Filed 2024-05-13
Laffer Tengler Investments, Inc.
CLOSED
Shares0 from 3,168
Change-3,168 (-100%)
Value$0 (-$3.2M)
Filed 2024-05-15
Equitable Holdings, Inc.
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$298.7K)
Filed 2024-05-14
Parallel Advisors, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$996)
Filed 2024-05-06
Pier 88 Investment Partners LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$80)
Filed 2024-05-10
Rational Advisors, Inc.
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$80)
Filed 2024-04-23
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Telemus Capital, LLC
N/A
Shares— from 6,505,000
Change-6,505,000 (-100%)
Value—
Dfpg Investments, Inc.
N/A
Shares— from 69,000
Change-69,000 (-100%)
Value—
Status
IFP Advisors, Inc
UNCHANGED67,00067,00000%$66.2K$66.5K+$2952024-07-30
F/m Investments LLC
DECREASED13,0003,512,000-3,499,000-100%$3.5M$13.6K-$3.5M2024-04-23
Victory Capital Management Inc
CLOSED084,474,000-84,474,000-100%$84.1M$0-$84.1M2024-05-03
Glazer Capital, LLC
CLOSED047,410,000-47,410,000-100%$47.2K$0-$47.2K2024-05-15
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CLOSED036,950,000-36,950,000-100%$36.8M$0-$36.8M2026-05-04
Lord, Abbett & Co. LLC
CLOSED027,655,000-27,655,000-100%$27.5K$0-$27.5K2024-10-07
Fort Baker Capital Management LP
CLOSED026,894,000-26,894,000-100%$27.0M$0-$27.0M2024-05-15
Kohlberg Kravis Roberts & Co. L.P.
CLOSED022,263,000-22,263,000-100%$22.2M$0-$22.2M2024-05-15
Truist Financial Corp
CLOSED021,785,000-21,785,000-100%$21.7M$0-$21.7M2024-05-13
III Capital Management
CLOSED020,626,000-20,626,000-100%$20.5M$0-$20.5M2024-05-15
Piper Sandler & Co.
CLOSED020,355,000-20,355,000-100%$20.3M$0-$20.3M2024-05-13
Radcliffe Capital Management, L.P.
CLOSED016,631,000-16,631,000-100%$16.6M$0-$16.6M2024-05-15
SSI Investment Management LLC
CLOSED015,396,000-15,396,000-100%$15.1M$0-$15.1M2024-05-14
Financial Sense Advisors, Inc.
CLOSED014,319,000-14,319,000-100%$14.4M$0-$14.4M2024-04-19
Income Research & Management
CLOSED013,733,000-13,733,000-100%$13.7M$0-$13.7M2024-04-25
Brandywine Global Investment Management, LLC
CLOSED012,725,000-12,725,000-100%$12.7M$0-$12.7M2024-05-13
JPMorgan Chase & Co
CLOSED012,520,000-12,520,000-100%$12.5M$0-$12.5M2024-12-26
Bank of America Corp
CLOSED012,057,000-12,057,000-100%$12.0M$0-$12.0M2025-03-18
Schroder Investment Management Group
CLOSED010,250,000-10,250,000-100%$10.1M$0-$10.1M2024-05-14
Palisade Capital Management, LP
CLOSED09,432,000-9,432,000-100%$9.4M$0-$9.4M2024-05-15
BNP Paribas Asset Management Holding S.A.
CLOSED08,003,000-8,003,000-100%$7.9K$0-$7.9K2024-05-08
Deutsche Bank Ag\
CLOSED07,530,000-7,530,000-100%$7.5M$0-$7.5M2025-06-02
Wells Fargo & Company
CLOSED07,328,000-7,328,000-100%$7.3M$0-$7.3M2024-05-10
Mackay Shields LLC
CLOSED05,359,000-5,359,000-100%$5.4M$0-$5.4M2024-05-03
Susquehanna International Group, LLP
CLOSED04,600,000-4,600,000-100%$4.6M$0-$4.6M2024-05-07
Aristeia Capital, L.L.C.
CLOSED04,000,000-4,000,000-100%$4.0M$0-$4.0M2024-05-15
Conning Inc.
CLOSED03,850,000-3,850,000-100%$3.8M$0-$3.8M2024-04-26
Morgan Stanley
CLOSED03,385,000-3,385,000-100%$3.4M$0-$3.4M2024-10-17
Royal Bank of Canada
CLOSED03,193,000-3,193,000-100%$3.2M$0-$3.2M2024-11-05
Ontario Teachers Pension Plan Board
CLOSED03,000,000-3,000,000-100%$3.0M$0-$3.0M2026-02-13
State Street Corp
CLOSED02,750,000-2,750,000-100%$2.7M$0-$2.7M2024-05-15
Pacific Global Investment Management Co
CLOSED01,530,000-1,530,000-100%$1.5M$0-$1.5M2024-05-10
Credit Suisse AG/
CLOSED01,500,000-1,500,000-100%$1.4M$0-$1.4M2024-05-10
Envestnet Asset Management Inc
CLOSED01,431,000-1,431,000-100%$1.4M$0-$1.4M2024-05-13
Boothbay Fund Management, LLC
CLOSED01,226,000-1,226,000-100%$1.2M$0-$1.2M2024-05-15
Goldman Sachs Group Inc
CLOSED01,182,000-1,182,000-100%$1.2M$0-$1.2M2024-05-15
AXA S.A.
CLOSED01,156,000-1,156,000-100%$1.1M$0-$1.1M2024-05-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED0900,000-900,000-100%$896.4K$0-$896.4K2024-05-08
Bank of New York Mellon Corp
CLOSED0700,000-700,000-100%$696.8K$0-$696.8K2024-04-25
Fox Hill Wealth Management
CLOSED0508,000-508,000-100%$502.1K$0-$502.1K2024-04-17
Warberg Asset Management LLC
CLOSED0504,000-504,000-100%$501.8K$0-$501.8K2024-05-06
Zazove Associates LLC
CLOSED0500,000-500,000-100%$498$0-$4982024-06-04
American Century Companies Inc
CLOSED0359,000-359,000-100%$359.4K$0-$359.4K2024-05-14
JAG Capital Management, LLC
CLOSED0261,000-261,000-100%$260.0K$0-$260.0K2024-05-01
Advisory Services Network, LLC
CLOSED0250,000-250,000-100%$249.0K$0-$249.0K2024-05-06
Stifel Financial Corp
CLOSED0234,060-234,060-100%$234.1K$0-$234.1K2024-05-14
Rockefeller Capital Management L.P.
CLOSED0225,000-225,000-100%$224.1K$0-$224.1K2024-05-14
Cutler Capital Management, LLC
CLOSED0210,000-210,000-100%$209.2K$0-$209.2K2024-05-14
HighTower Advisors, LLC
CLOSED0191,000-191,000-100%$191.0K$0-$191.0K2024-05-06
Ameriprise Financial Inc
CLOSED0181,000-181,000-100%$180.3K$0-$180.3K2024-05-15
Sigma Planning Corp
CLOSED0152,000-152,000-100%$151.4K$0-$151.4K2024-05-02
SEI Investments Co
CLOSED0140,000-140,000-100%$139.4K$0-$139.4K2024-05-07
Seaview Investment Managers LLC
CLOSED0140,000-140,000-100%$139.4K$0-$139.4K2024-05-10
Commonwealth Equity Services, LLC
CLOSED0115,000-115,000-100%$115$0-$1152024-04-29
MGO One Seven LLC
CLOSED0100,000-100,000-100%$98.8K$0-$98.8K2024-05-14
Dynamic Advisor Solutions LLC
CLOSED082,000-82,000-100%$81.7K$0-$81.7K2024-04-12
Beacon Investment Advisors LLC
CLOSED077,000-77,000-100%$76.7K$0-$76.7K2024-05-13
Stonegate Investment Group, LLC
CLOSED072,000-72,000-100%$71.7K$0-$71.7K2024-04-22
Moors & Cabot, Inc.
CLOSED050,000-50,000-100%$49.8K$0-$49.8K2024-05-08
Fiduciary Group, LLC
CLOSED050,000-50,000-100%$49.8K$0-$49.8K2024-05-13
Gladstone Institutional Advisory LLC
CLOSED050,000-50,000-100%$49.8K$0-$49.8K2024-05-14
Integrated Advisors Network LLC
CLOSED050,000-50,000-100%$49.7K$0-$49.7K2024-05-06
Claro Advisors Inc.
CLOSED047,000-47,000-100%$47.1K$0-$47.1K2024-04-18
Childress Capital Advisors, LLC
CLOSED046,000-46,000-100%$45.8K$0-$45.8K2024-04-24
Lakeview Capital Partners, LLC
CLOSED044,000-44,000-100%$43.8K$0-$43.8K2024-05-10
Northside Capital Management, LLC
CLOSED044,000-44,000-100%$43.5K$0-$43.5K2024-04-04
CreativeOne Wealth, LLC
CLOSED044,000-44,000-100%$44$0-$442024-05-14
Schechter Investment Advisors, LLC
CLOSED040,000-40,000-100%$39.8K$0-$39.8K2024-05-06
Lanark Financial, Inc.
CLOSED038,000-38,000-100%$37$0-$372024-04-05
Goldstein Advisors, LLC
CLOSED033,000-33,000-100%$3.3M$0-$3.3M2024-05-13
Patron Partners, LLC
CLOSED032,000-32,000-100%$31.6K$0-$31.6K2024-05-02
Balboa Wealth Partners
CLOSED031,000-31,000-100%$30.6K$0-$30.6K2024-05-13
Significant Wealth Partners LLC
CLOSED030,000-30,000-100%$29.7K$0-$29.7K2024-05-07
Atlantic Trust Group, LLC
CLOSED030,000-30,000-100%$29.9K$0-$29.9K2024-05-10
Cetera Investment Advisers
CLOSED029,000-29,000-100%$28.9K$0-$28.9K2024-05-24
Cetera Advisors LLC
CLOSED028,000-28,000-100%$27.9K$0-$27.9K2024-05-24
Blair William & Co
CLOSED025,000-25,000-100%$24.9K$0-$24.9K2024-05-09
US Bancorp \de\
CLOSED024,000-24,000-100%$23.9K$0-$23.9K2024-05-08
Florida Trust Wealth Management Co
CLOSED024,000-24,000-100%$23.9K$0-$23.9K2024-05-21
FourThought Financial Partners, LLC
CLOSED023,000-23,000-100%$22.9K$0-$22.9K2024-05-14
Certified Advisory Corp
CLOSED020,000-20,000-100%$19.9K$0-$19.9K2024-05-10
Financial & Tax Architects, LLC
CLOSED019,000-19,000-100%$18.8K$0-$18.8K2024-05-08
Northwestern Mutual Wealth Management Co
CLOSED018,000-18,000-100%$17.8K$0-$17.8K2024-05-15
H D Vest Advisory Services
CLOSED018,000-18,000-100%$17.9K$0-$17.9K2024-05-08
180 Wealth Advisors, LLC
CLOSED015,000-15,000-100%$14.9K$0-$14.9K2024-04-16
Lyell Wealth Management, LP
CLOSED015,000-15,000-100%$14.8K$0-$14.8K2024-05-03
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CLOSED015,000-15,000-100%$14.9K$0-$14.9K2024-04-30
D.A. Davidson & Co.
CLOSED015,000-15,000-100%$14.9K$0-$14.9K2024-05-13
Sightline Wealth Advisors, LLC
CLOSED015,000-15,000-100%$14.9K$0-$14.9K2024-04-24
LPL Financial LLC
CLOSED014,000-14,000-100%$13.8K$0-$13.8K2024-05-10
Nations Financial Group Inc,
CLOSED012,000-12,000-100%$12.0K$0-$12.0K2024-04-23
Osaic Holdings, Inc.
CLOSED011,308-11,308-100%$317.7K$0-$317.7K2024-05-10
Independent Wealth Network Inc.
CLOSED010,000-10,000-100%$9.9K$0-$9.9K2024-05-20
Carmel Capital Partners, LLC
CLOSED010,000-10,000-100%$9.9K$0-$9.9K2024-04-25
Comerica Bank
CLOSED010,000-10,000-100%$10.0K$0-$10.0K2024-05-16
Candriam S.C.A.
CLOSED05,750-5,750-100%$5.8M$0-$5.8M2024-05-06
PNC Financial Services Group, Inc.
CLOSED05,000-5,000-100%$498.0K$0-$498.0K2024-05-10
UBS Group AG
CLOSED05,000-5,000-100%$5.0K$0-$5.0K2024-05-13
Laffer Tengler Investments, Inc.
CLOSED03,168-3,168-100%$3.2M$0-$3.2M2024-05-15
Equitable Holdings, Inc.
CLOSED03,000-3,000-100%$298.7K$0-$298.7K2024-05-14
Parallel Advisors, LLC
CLOSED01,000-1,000-100%$996$0-$9962024-05-06
Pier 88 Investment Partners LLC
CLOSED080-80-100%$80$0-$802024-05-10
Rational Advisors, Inc.
CLOSED080-80-100%$80$0-$802024-04-23
Proequities, Inc.
CLOSED000—$0$0$02024-05-01
Telemus Capital, LLC
N/A—6,505,000-6,505,000-100%$6.5M———
Dfpg Investments, Inc.
N/A—69,000-69,000-100%$68.4K———
Showing 106 of 106 institutions