FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.800.05%
STOXX50E5,860.32-0.39%
XLF51.820.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp30.1°C
UV0.3
Feels35.4°C
Humidity59%
Wind10.4 km/h
Air QualityAQI 1
Cloud Cover50%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time6:29 PM
13F QoQ Ownership Changes

NYC Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 2 new · 0 added · 16 reduced · 4 exited

New Positions(2)

ManagerSharesΔ SharesValueΔ Value% Δ
SageView Advisory Group, LLC734+734$6.1K+$6.1K
Russell Investments Group, Ltd.18+18$149+$149

Reduced(16)

ManagerSharesΔ SharesValueΔ Value% Δ
VANGUARD GROUP INC32,2510$267.3K-$56.1K0.0%
UBS Group AG203-5,146$1.7K-$52.0K-96.2%
GEODE CAPITAL MANAGEMENT, LLC17,0020$141.0K-$29.6K0.0%
OSAIC HOLDINGS, INC.1,868-1,057$15.5K-$15.1K-36.1%
Tower Research Capital LLC (TRC)567-12$4.7K-$1.1K-2.1%
Triumph Capital Management3750$3.1K-$6520.0%
Newbridge Financial Services Group, Inc.27-50$224-$548-64.9%
MORGAN STANLEY34-34$282-$400-50.0%
Washington Trust Advisors, Inc.2240$1.9K-$3890.0%
Global Retirement Partners, LLC1930$1.6K-$3350.0%
Blue Trust, Inc.810$671-$1410.0%
BANK OF AMERICA CORP /DE/47-1$390-$91-2.1%
Sunbelt Securities, Inc.500$414-$870.0%
WELLS FARGO & COMPANY/MN29-1$244-$56-3.3%
Sound Income Strategies, LLC390$399+$50.0%
CWM, LLC440$0$00.0%

Sold Out(4)

ManagerSharesΔ SharesValueΔ Value% Δ
BOKF, NA0-493$0-$4.9K
Royal Bank of Canada0-205$0-$2.0K
JONES FINANCIAL COMPANIES LLLP0-116$0-$1.2K
JPMORGAN CHASE & CO0-4$0-$40