Stock
Reported value
$84.8M
Holders
17
+3 new · −2 exited
Holders’ est. mark
$17.7M
Price effect on 7 books still in the name
Largest holder
$36.5M
AEGON ASSET MANAGEMENT UK Plc
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| AEGON ASSET MANAGEMENT UK Plc | 344.3K | $36.5M | — | New |
| BARCLAYS PLC | 866.6K | $27.1M | $15.6M | Cut−$62.4M |
| Swiss Life Asset Management Ltd | 95.6K | $10.2M | $313.9K | Added$9.19M |
| Norris Financial Group, LLC | 27.4K | $2.91M | $717.2K | Added$685K |
| Marex Group plc | 26.9K | $2.86M | $654.4K | Added$855.4K |
| Evelyn Partners Investment Management LLP | 15.7K | $1.67M | — | Held |
| DANSKE BANK A/S | 7.67K | $815.1K | — | New |
| Leonteq Securities AG | 4.22K | $668.5K | $257.6K | Cut−$12.7K |
| Henshaw Capital LLC | 6.06K | $644.5K | $158.7K | Added$22.3K |
| Aventura Private Wealth, LLC | 3.33K | $354.6K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 3.18K | $338.1K | — | Held |
| Stark Wealth Management LLC | 2.74K | $291.3K | — | Held |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2.7K | $287.4K | — | New |
| Womack Financial LLC | 2.11K | $224.6K | — | Held |
| Medallion Wealth Advisors, LLC | 217 | $23.1K | — | Held |
| Prestige Wealth Management Group LLC | 30 | $3.19K | $785 | Added$785 |
Who left
- National Philanthropic Trust$658.7K
- Ransom Advisory, Ltd$148.3K
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.