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$55.00 -0.21 (-0.39%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 14
Total Value: $17,985,576
Total Shares: 374,934

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 14 13F filers · Δ vs Dec 31, 2022
Top Holder
24.2%
Jun 2020 → Mar 2023 · range 19.5% – 43.4%
−4.7 pts
Top 5
83.3%
Jun 2020 → Mar 2023 · range 71.5% – 87.5%
+4.5 pts
Top 10
97.9%
Jun 2020 → Mar 2023 · range 95.0% – 100.0%
+1.3 pts
HHI
1,670
Jun 2020 → Mar 2023 · range 1,234 – 2,439
Moderately concentrated+94

Quarterly Activity

vs Dec 31, 2022
New
1
Increased
2
Decreased
10
Sold Out
3
Unchanged
1
Holder count: -2
Institutional value: -42.5%
Shares held: -43.6%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
WELLS FARGO & COMPANY/MN +1,683 90,678
UBS Group AG +957 1,618

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
JANE STREET GROUP, LLC −169,659 22,497
Moran Wealth Management, LLC −30,150 65,506
MORGAN STANLEY −13,067 47,230
CreativeOne Wealth, LLC −6,538 6,381
AMERIPRISE FINANCIAL INC −5,145 21,721

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,104 $484,688

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
RAYMOND JAMES & ASSOCIATES 57,235 $2,691,762
BANK OF MONTREAL /CAN/ 12,416 $583,924
NATIONAL BANK OF CANADA /FI/ 6,008 $282,556
Filter: New 1 Increased 2 Reduced 10 Sold out 3 Unchanged 1
Showing 14 of 14
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
WELLS FARGO & COMPANY/MN HDG $4,349,823 24.19% 90,678
PERSONAL CFO SOLUTIONS, LLC HDG $4,139,475 23.02% 86,293
Moran Wealth Management, LLC HDG $3,142,322 17.47% 65,506
MORGAN STANLEY HDG $2,265,623 12.60% 47,230
JANE STREET GROUP, LLC HDG $1,079,181 6.00% 22,497
AMERIPRISE FINANCIAL INC HDG $1,041,955 5.79% 21,721
SUSQUEHANNA INTERNATIONAL GROUP, LLP HDG $484,688 2.69% 10,104
Financial Advocates Investment Management HDG $408,224 2.27% 8,510
CUTLER INVESTMENT COUNSEL LLC HDG $392,106 2.18% 8,174
CreativeOne Wealth, LLC HDG $306,095 1.70% 6,381
LPL Financial LLC HDG $236,204 1.31% 4,924
UBS Group AG HDG $77,615 0.43% 1,618
GeoWealth Management, LLC HDG $62,265 0.35% 1,298
PROEQUITIES, INC. HDG $0 0.00% 0