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$50.23 -1.04 (-2.02%) 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: 6
Total Value: $3,300,837
Total Shares: 100,235

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 6 13F filers · Δ vs Sep 30, 2023
Top Holder
48.4%
Sep 2021 → Dec 2023 · range 0.0% – 99.3%
−23.4 pts
Top 5
100.0%
Sep 2021 → Dec 2023 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2021 → Dec 2023 · range 0.0% – 100.0%
0.0 pts
HHI
3,125
Sep 2021 → Dec 2023 · range 0 – 9,868
Highly concentrated−2,427

Quarterly Activity

vs Sep 30, 2023
New
2
Increased
0
Decreased
2
Sold Out
1
Unchanged
2
Holder count: +1
Institutional value: +76.7%
Shares held: +47.7%

Top Buyers

vs Sep 30, 2023
No qualifying movers this quarter.

Top Sellers

vs Sep 30, 2023
Institution Sold Now Holds Open
Cambridge Investment Research Advisors, Inc. −925 8,925
Masso Torrence Wealth Management Inc. −176 48,531

Top New Positions

vs Sep 30, 2023
Institution Acquired Value (USD) Open
BANK OF AMERICA CORP /DE/ 22,100 $727,775
SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,406 $375,610

Top Sold-Out Positions

vs Sep 30, 2023
Institution Previously Held Last Value (USD) Open
UBS Group AG 14 $385
Filter: New 2 Increased 0 Reduced 2 Sold out 1 Unchanged 2
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Masso Torrence Wealth Management Inc. DAT $1,598,174 48.42% 48,531
BANK OF AMERICA CORP /DE/ DAT $727,775 22.05% 22,100
SUSQUEHANNA INTERNATIONAL GROUP, LLP DAT $375,610 11.38% 11,406
LODESTAR PRIVATE ASSET MANAGEMENT LLC DAT $305,369 9.25% 9,273
Cambridge Investment Research Advisors, Inc. DAT $293,909 8.90% 8,925
PROEQUITIES, INC. DAT $0 0.00% 0