Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
BIP ALLIANCE, LLC $0.24B 48 2024-12-31 2025-02-18
KENT LAKE PR LLC $0.24B 40 2024-12-31 2025-02-14
ABSOLUTE GESTAO DE INVESTIMENTOS LTDA. $0.24B 44 2024-12-31 2025-02-14
STONEHILL CAPITAL MANAGEMENT LLC $0.24B 10 2024-12-31 2025-02-14
POTRERO CAPITAL RESEARCH LLC $0.24B 27 2024-12-31 2025-02-14
LOUNTZIS ASSET MANAGEMENT, LLC $0.24B 47 2024-12-31 2025-02-03
1 NORTH WEALTH SERVICES LLC $0.24B 59 2024-12-31 2025-02-12
TILLER PRIVATE WEALTH, INC. $0.24B 56 2024-12-31 2025-02-13
ACCRETIVE WEALTH PARTNERS, LLC $0.24B 124 2024-12-31 2025-01-30
BEACON BRIDGE WEALTH PARTNERS, LLC $0.24B 88 2024-12-31 2025-02-04
HORIZON INVESTMENT SERVICES, LLC $0.24B 123 2024-12-31 2025-02-12
OMC FINANCIAL SERVICES LTD $0.24B 62 2024-12-31 2025-01-28
BRICK & KYLE, ASSOCIATES $0.23B 61 2024-12-31 2025-02-25
DEAN CAPITAL MANAGEMENT $0.23B 136 2024-12-31 2025-02-14
EUKLES ASSET MANAGEMENT $0.23B 229 2024-12-31 2025-01-29
SILIGMUELLER & NORVID WEALTH ADVISORS LLC $0.23B 93 2024-12-31 2025-02-05
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. $0.23B 103 2024-12-31 2025-02-11
BROWN UNIVERSITY $0.23B 12 2024-12-31 2025-02-10
JESSUP WEALTH MANAGEMENT, INC $0.23B 70 2024-12-31 2025-02-01
ALTMAN ADVISORS, INC. $0.23B 96 2024-12-31 2025-02-13
LAKESHORE FINANCIAL PLANNING, INC. $0.23B 79 2024-12-31 2025-02-11
BRIGHT VALLEY CAPITAL LTD $0.23B 10 2024-12-31 2025-02-14
MILLER VALUE PARTNERS, LLC $0.23B 33 2024-12-31 2025-02-14
TANGLEWOOD LEGACY ADVISORS, LLC $0.23B 299 2024-12-31 2025-01-30
CVS HEALTH CORP $0.23B 3 2024-12-31 2025-02-13
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us