13F QoQ Ownership Changes
MDRR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 1 added · 5 reduced · 1 exited
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 436 | +227 | $5.4K | +$2.5K | 108.6% |
Reduced(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 41,056 | -59,995 | $505.0K | -$864.4K | -59.4% |
| UBS Group AG | 289 | -4,285 | $3.6K | -$58.4K | -93.7% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,000 | 0 | $61.5K | -$6.3K | 0.0% |
| NISA INVESTMENT ADVISORS, LLC | 75 | 0 | $936 | -$74 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 5 | -1 | $62 | -$19 | -16.7% |
Sold Out(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 0 | -155 | $0 | -$2.1K | — |