SFES · Safeguard Scientifics Inc
Market Cap
$7.86M
Shares
16.72M
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.
Holders: 1
Total Value: $29
Total Shares: 39
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 1 13F filers · Δ vs Dec 31, 2023Top Holder
100.0%
+4.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+933
Quarterly Activity
vs Dec 31, 2023
New
1
Increased
0
Decreased
0
Sold Out
3
Unchanged
0
Holder count:
-2
Institutional value:
-99.8%
Shares held:
-99.8%
Top New Positions
vs Dec 31, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Micro Rise Advisors, LLC | 39 | $29 |
Top Sold-Out Positions
vs Dec 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Zuckerman Investment Group, LLC | 15,045 | $11,735 | |
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 517 | $403 | |
| Mid Parallel Advisors, LLC | 250 | $195 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Micro Rise Advisors, LLC | $29 | 100.00% | 39 | Shares | 2024-04-09 |