Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474139393
SEC advisor number
801-110385
FINRA CRD number
281496
AUM ?
$277.82 mm
(as of 29 Mar 23)
Accounts
121
(as of 29 Mar 23)
Employees
6
(6 investment advisory or research)
Address
Acima Private Wealth
1801 BAYBERRY COURT
SUITE 301
RICHMOND
VA 23226
1801 BAYBERRY COURT
SUITE 301
RICHMOND
VA 23226
Phone
804 422 8450
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Mar 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21
Institutional ownership, Q2 2023
13F holders | Current |
---|---|
Total holders | 12 |
Opened positions | 5 |
Closed positions | 6 |
Increased positions | 1 |
Reduced positions | 5 |
13F shares | Current |
---|---|
Total value | 10.09 bn |
Total shares | 1.63 mm |
Total puts | 500.00 |
Total calls | 600.00 |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
BCS Barclays | 1.09 mm | $19.37 mm |
Susquehanna International | 287.19 k | $5.10 bn |
Arlington Capital Management | 175.70 k | $4.01 bn |
Sowell Financial Services | 30.89 k | $548.00 mm |
CIBC World Markets | 23.97 k | $425.00 k |
CI Private Wealth | 21.70 k | $385.12 mm |
Spire Wealth Management | 1.00 k | $17.75 mm |
MS Morgan Stanley | 200.00 | $3.55 mm |
Cutler | 200.00 | $3.00 k |
Oliver Lagore Vanvalin Investment | 185.00 | $3.28 mm |