Stock
Reported value
$141.9M
Holders
13
+0 new · −0 exited
Holders’ est. mark
$11M
Price effect on 9 books still in the name
Largest holder
$77.9M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 439.3K | $77.9M | $6.81M | Cut−$24M |
| DANSKE BANK A/S | 244.3K | $43.3M | $2.93M | Added$12.8M |
| AEGON ASSET MANAGEMENT UK Plc | 66.4K | $11.8M | $873.3K | Added$2.64M |
| Swiss Life Asset Management Ltd | 40.4K | $7.16M | $292.7K | Added$4.09M |
| Prestige Wealth Management Group LLC | 4.36K | $778.5K | $70.7K | Added$94.1K |
| Finivi Inc. | 3.33K | $590.4K | $49.2K | Added$76.7K |
| Leonteq Securities AG | 971 | $172.2K | $15.1K | Cut−$29.5K |
| BROADWATER CAPITAL MANAGEMENT LLC | 640 | $113.5K | $9.92K | Added$9.92K |
| Aventura Private Wealth, LLC | 372 | $66K | — | Held |
| Medallion Wealth Advisors, LLC | 143 | $25.4K | — | Held |
| CHESAPEAKE ASSET MANAGEMENT LLC | 55 | $9.75K | $853 | Added$853 |
| Evelyn Partners Asset Management Ltd | 28 | $4.96K | — | Held |
| Clark Wealth Partners | 18 | $3.19K | — | 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.