Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / Class A Ordinary Shares, par value $0.000625 per share
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Shares outstanding
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346M
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Number of holders
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6
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Total 13F shares, excl. options
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73.8K
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Shares change
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-7.08K
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Total reported value, excl. options
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$29.8K
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Value change
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-$25.9K
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Number of buys
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4
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Number of sells
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-3
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Price
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$0.41
Significant Holders of Prestige Wealth Inc. - Class A Ordinary Shares, par value $0.000625 per share (PWM) as of Q1 2025
8 filings reported holding PWM - Prestige Wealth Inc. - Class A Ordinary Shares, par value $0.000625 per share as of Q1 2025.
Prestige Wealth Inc. - Class A Ordinary Shares, par value $0.000625 per share (PWM) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 73.8K shares
of 346M outstanding shares and own 0.02% of the company stock.
Largest 8 shareholders include CITADEL ADVISORS LLC (24.6K shares), UBS Group AG (19K shares), HRT FINANCIAL LP (13.3K shares), BlackRock, Inc. (11.2K shares), JPMORGAN CHASE & CO (3.08K shares), MORGAN STANLEY (2.63K shares), BANK OF AMERICA CORP /DE/ (0 shares), and CITIGROUP INC (0 shares).
This table shows the top 6 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.