Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / LEADERSHS ACTIVI
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
2.48M
-
Shares change
-
-374K
-
Total reported value, excl. options
-
$82.8M
-
Value change
-
-$11M
-
Number of buys
-
10
-
Number of sells
-
-16
-
Price
-
$33.38
Significant Holders of TWO RDS SHARED TR - LEADERSHS ACTIVI (ACTV) as of Q4 2023
28 filings reported holding ACTV - TWO RDS SHARED TR - LEADERSHS ACTIVI as of Q4 2023.
TWO RDS SHARED TR - LEADERSHS ACTIVI (ACTV) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.48M shares
.
Largest 10 shareholders include Redwood Investment Management, LLC (1.48M shares), LPL Financial LLC (483K shares), Mariner, LLC (97.9K shares), Perennial Investment Advisors, LLC (74K shares), Private Advisor Group, LLC (58.1K shares), Envestnet Portfolio Solutions, Inc. (45.5K shares), Atria Wealth Solutions, Inc. (44.7K shares), IHT Wealth Management, LLC (32K shares), Gladstone Institutional Advisory LLC (26.8K shares), and Cetera Investment Advisers (25.9K shares).
This table shows the top 23 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.