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$40.80 -0.01 (-0.03%) 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: 2
Total Value: $4,194,224
Total Shares: 173,602

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 2 13F filers · Δ vs Jun 30, 2023
Top Holder
99.8%
Sep 2021 → Sep 2023 · range 0.0% – 100.0%
−0.1 pts
Top 5
100.0%
Sep 2021 → Sep 2023 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2021 → Sep 2023 · range 0.0% – 100.0%
0.0 pts
HHI
9,965
Sep 2021 → Sep 2023 · range 0 – 10,000
Highly concentrated−27

Quarterly Activity

vs Jun 30, 2023
New
0
Increased
1
Decreased
1
Sold Out
1
Unchanged
0
Holder count: -1
Institutional value: -36.8%
Shares held: -34.5%

Top Buyers

vs Jun 30, 2023
Institution Added Now Holds Open
UBS Group AG +200 300

Top Sellers

vs Jun 30, 2023
Institution Sold Now Holds Open
Sowell Financial Services LLC −91,804 173,302

Top New Positions

vs Jun 30, 2023
No new positions this quarter.

Top Sold-Out Positions

vs Jun 30, 2023
Institution Previously Held Last Value (USD) Open
PROEQUITIES, INC. 0 $0
Filter: New 0 Increased 1 Reduced 1 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Sowell Financial Services LLC LEXI $4,186,976 99.83% 173,302
UBS Group AG LEXI $7,248 0.17% 300