Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CL A COM
-
Total 13F shares
-
115,846
-
Share change
-
+114,961
-
Total reported value
-
$437,319
-
Price per share
-
$3.78
-
Number of holders
-
1
-
Value change
-
+$427,814
-
Number of buys
-
1
-
Number of sells
-
1
Institutional Holders of Volato Group, Inc. - CL A COM (SOAR) as of Q4 2023
As of 31 Dec 2023,
Volato Group, Inc. - CL A COM (SOAR) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
115,846 shares.
The largest 10 holders included
BOSTON FINANCIAL MANGEMENT LLC, NEUBERGER BERMAN GROUP LLC, Bank of New York Mellon Corp, Chicago Capital, LLC, MERCER GLOBAL ADVISORS INC /ADV, IEQ CAPITAL, LLC, COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, ROYAL BANK OF CANADA, and UBS Group AG.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.