13F QoQ Ownership Changes
INLX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 2 added · 7 reduced · 2 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 11,338 | +11,338 | $90.4K | +$90.4K | — |
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BARD ASSOCIATES INC | 332,447 | +112,778 | $2.7M | +$169.6K | 51.3% |
| BlackRock, Inc. | 7,526 | +4 | $60.0K | -$25.0K | 0.1% |
Reduced(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 70,073 | 0 | $559.0K | -$250.4K | 0.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 28,616 | -139 | $228.3K | -$97.8K | -0.5% |
| UBS Group AG | 371 | -3,226 | $3.0K | -$37.7K | -89.7% |
| Cetera Investment Advisers | 11,203 | 0 | $89.4K | -$37.2K | 0.0% |
| MORGAN STANLEY | 2,000 | 0 | $16.0K | -$6.6K | 0.0% |
| Tower Research Capital LLC (TRC) | 99 | -56 | $790 | -$1.0K | -36.1% |
| BANK OF AMERICA CORP /DE/ | 3 | 0 | $24 | -$10 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITIGROUP INC | 0 | -38 | $0 | -$439 | — |
| JPMORGAN CHASE & CO | 0 | -6 | $0 | -$68 | — |