13F QoQ Ownership Changes
SDOT Institutional Holders
Period 2025-03-31 · prior 2024-12-31 · 0 new · 1 added · 0 reduced · 3 exited
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 10,250 | +9,650 | $3.9K | +$3.7K | 1608.3% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Prepared Retirement Institute LLC | 0 | -120,000 | $0 | -$44.2K | — |
| JPMORGAN CHASE & CO | 0 | -297 | $0 | -$113 | — |
| OSAIC HOLDINGS, INC. | 0 | -22 | $0 | -$9 | — |