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Institutional Holdings
SAROwnership Summary
Institutions Holding
6
Total Shares Held
70,738
Total Value Held
$1,332,881
Quarter
2026-06-30
Active Positions
Increased Positions
1
809 shares
Decreased Positions
1
10,200 shares
Held Positions
2
44,847 shares
New Positions
2
14,882 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| JB CAPITAL PARTNERS LP | 33,847 | $737,188 | Unchanged | 0.11% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 14,782 | $329,775 | New position | 0.00% | 2026-06-30 |
| DAVIDSON TRUST CO | 11,000 | $245,410 | Unchanged | 0.10% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 809 | $18,049 | ▲ +125 | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 100 | $2,231 | New position | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 10,200 | $228 | ▼ -500 | 0.01% | 2026-06-30 |