Institutional ownership
Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions
Latest institutional filings
Type | Filer | #Shares | Filed | For date | #Previous | %Chg | Prev. Date |
---|---|---|---|---|---|---|---|
13F-HR
|
Sheets Smith Wealth Management | 15.28 k | 8 May 24 | 31 Mar 24 | 16.14 k | -5% | 31 Dec 23 |
13F-HR
|
Koshinski Asset Management | 11.16 k | 8 May 24 | 31 Mar 24 | 15.59 k | -28% | 31 Dec 23 |
13F-HR
|
Endowment Wealth Management | 8.71 k | 8 May 24 | 31 Mar 24 | 10.76 k | -19% | 31 Dec 23 |
13F-HR
|
Great Diamond Partners | 34.82 k | 8 May 24 | 31 Mar 24 | 36.01 k | -3% | 31 Dec 23 |
13F-HR
|
One Capital Management | 612.27 k | 8 May 24 | 31 Mar 24 | 1.17 mm | -47% | 31 Dec 23 |
13F-HR
|
Pine Valley Investments Ltd Liability | 11.30 k | 8 May 24 | 31 Mar 24 | 17.84 k | -37% | 31 Dec 23 |
13F-HR
|
Keystone Financial | 18.88 k | 8 May 24 | 31 Mar 24 | 8.46 k | +123% | 31 Dec 23 |
13F-HR
|
Holistic Financial Partners | 245.83 k | 8 May 24 | 31 Mar 24 | 242.93 k | +1% | 31 Dec 23 |
13F-HR
|
AlphaStar Capital Management | 6.26 k | 8 May 24 | 31 Mar 24 | 6.85 k | -9% | 31 Dec 23 |
13F-HR
|
NewSquare Capital | 122.00 | 8 May 24 | 31 Mar 24 | 122.00 | 0% | 31 Dec 23 |
About this data
This data is updated daily from 13F, 13D and 13G SEC filings.
Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.
Institutional ownership trends
Institutional shares (*long positions only)
Institutional ownership (% of outstanding shares)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)
Institutional ownership history data
All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%