New Positions
1 managers initiated
Top five by reported value
- MORGAN STANLEY$10.2K
Generations Bancorp NY, Inc. PNK:GBNY
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-03-31 · prior 2024-12-31.
1 new0 added0 reduced6 exited
Total Institutional Holders
1
as of 2025-03-31
Top Holder
MORGAN STANLEY
$10.2K
Largest QoQ Increase
MORGAN STANLEY
+998 sh
Largest QoQ Decrease
Stilwell Value LLC
-80,000 sh
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 998 | +998 | $10.2K | +$10.2K | — |
Sold Out(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Stilwell Value LLC | 0 | -80,000 | $0 | -$1.2M | — |
| Prentice Wealth Management LLC | 0 | -75,293 | $0 | -$1.1M | — |
| Skandinaviska Enskilda Banken AB (publ) | 0 | -30,000 | $0 | -$456.9K | — |
| JBF Capital, Inc. | 0 | -16,000 | $0 | -$241.6K | — |
| Rise Advisors, LLC | 0 | -8,063 | $0 | -$121.8K | — |
| ADVISOR GROUP HOLDINGS, INC. | 0 | -907 | $0 | -$14.3K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-03-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| MORGAN STANLEY | 998 | $10.2K | +998 | — |
New & Closed Positions this quarter
Closed Positions
6 managers exited
Top five by prior-quarter value
- Stilwell Value LLC$1.2M
- Prentice Wealth Management LLC$1.1M
- Skandinaviska Enskilda Banken AB (publ)$456.9K
- JBF Capital, Inc.$241.6K
- Rise Advisors, LLC$121.8K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for GBNY against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.