Stock
Reported value
$144.6M
Holders
14
+0 new · −1 exited
Holders’ est. mark
$90.9M
Price effect on 8 books still in the name
Largest holder
$106.1M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 427.4K | $106.1M | $83.4M | Added$11.8M |
| DANSKE BANK A/S | 91.8K | $22.8M | $5.44M | Added$8.97M |
| Leonteq Securities AG | 22.7K | $5.64M | $1.59M | Added$1.02M |
| Galaxy Digital Capital Management GP LLC | 19.9K | $4.93M | — | Held |
| Swiss Life Asset Management Ltd | 11.5K | $2.86M | $274.4K | Added$2.16M |
| Marex Group plc | 6.71K | $1.67M | $110.9K | Added$1.38M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1.38K | $342.2K | $90.8K | Added$111.4K |
| Aventura Private Wealth, LLC | 338 | $83.9K | — | Held |
| Medallion Wealth Advisors, LLC | 281 | $69.8K | — | Held |
| Evelyn Partners Investment Management LLP | 190 | $47.2K | — | Held |
| Evelyn Partners Investment Management (Europe) Ltd | 83 | $20.6K | — | Held |
| Evelyn Partners Investment Management Services Ltd | 59 | $14.7K | — | Held |
| Ransom Advisory, Ltd | 25 | $6.21K | $1.75K | Added$1.75K |
| Prestige Wealth Management Group LLC | 19 | $4.72K | $1.33K | Added$1.33K |
Who left
- BARCLAYS PLC$1.23M
- National Philanthropic Trust$367.9K
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.