Stock
Reported value
$150M
Holders
14
+0 new · −0 exited
Holders’ est. mark
−$24.2M
Price effect on 9 books still in the name
Largest holder
$94.7M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 1.39M | $94.7M | −$17M | Cut−$42M |
| DANSKE BANK A/S | 401K | $27.4M | −$4M | Added$1.05M |
| Swiss Life Asset Management Ltd | 299.2K | $20.4M | −$2.54M | Added$3.7M |
| Kentucky Farm Bureau Mutual Insurance Co | 40K | $2.73M | −$489.2K | Cut−$489.2K |
| Evelyn Partners Investment Management LLP | 31.8K | $2.17M | — | Held |
| Medallion Wealth Advisors, LLC | 14K | $945.6K | — | Held |
| Leonteq Securities AG | 8.7K | $593.7K | −$85.7K | Added$29.9K |
| Ransom Advisory, Ltd | 6.25K | $426.9K | −$76.5K | Cut−$76.5K |
| Roehl & Yi Investment Advisors, LLC | 4.33K | $295.3K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 3.77K | $257.3K | −$46.1K | Cut−$46.1K |
| Prestige Wealth Management Group LLC | 873 | $59.7K | −$10.5K | Cut−$10.5K |
| CHESAPEAKE ASSET MANAGEMENT LLC | 660 | $45.1K | −$8.07K | Cut−$8.07K |
| Aventura Private Wealth, LLC | 15 | $1.02K | — | Held |
| Catherine Avery Investment Management LLC | 13 | $887 | — | Held |
Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.