 |
|
|
This page summarizes the VERV holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether VERV is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing VERV Share Count |
|---|
| GAMMA Investing LLC |
95 |
726 |
+631 |
+664.21% |
| Commonwealth Equity Services LLC |
12,485 |
27,601 |
+15,116 |
+121.07% |
| China Universal Asset Management Co. Ltd. |
8,815 |
16,071 |
+7,256 |
+82.31% |
| CWM LLC |
30 |
34 |
+4 |
+13.33% |
| Bank of New York Mellon Corp |
200,175 |
224,951 |
+24,776 |
+12.38% |
| Green Alpha Advisors LLC |
22,366 |
24,940 |
+2,574 |
+11.51% |
| Sumitomo Mitsui Trust Holdings Inc. |
2,397,604 |
2,592,198 |
+194,594 |
+8.12% |
| Principal Financial Group Inc. |
15,364 |
15,649 |
+285 |
+1.85% |
| 13F Filers Reporting New Positions In VERV |
|---|
| Simplex Trading LLC |
0 |
9,215 |
+9,215 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
150 |
150 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
26,690 |
26,690 |
UNCH |
0.00% |
| 13F Filers Decreasing VERV Share Count |
|---|
| Newbridge Financial Services Group Inc. |
2,182 |
662 |
-1,520 |
-69.66% |
| Amalgamated Bank |
4,340 |
2,224 |
-2,116 |
-48.76% |
| Zurcher Kantonalbank Zurich Cantonalbank |
12,861 |
7,842 |
-5,019 |
-39.02% |
| Lindbrook Capital LLC |
422 |
311 |
-111 |
-26.30% |
| ARK Investment Management LLC |
7,025,116 |
6,040,476 |
-984,640 |
-14.02% |
| 13F Filers Exiting VERV |
|---|
| International Assets Investment Management LLC |
6,970 |
0 |
-6,970 |
-100.00% |
See Summary: Institutional Holders of VERV
See Details: Top 10 Hedge Funds Holding VERV
Also See: VERV Insider Buying
|
|
