DOW CHEM CO
COM · CUSIP 260543103
5
institutional holders
-1 vs Q3 2023
18.2k
shares reported held*
$997.5kreported value*
1 new
1 added
1 reduced
2 sold out
net sold ≈ $32.3m (-589.3k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $54.76.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 10 |
| Q4 2022 | 10 |
| Q1 2023 | 8 |
| Q2 2023 | 8 |
| Q3 2023 | 6 |
| Q4 2023 | 5 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 3 | 5 |
| Q1 2023 | 2 | 6 |
| Q2 2023 | 1 | 3 |
| Q3 2023 | 1 | 2 |
| Q4 2023 | 2 | 3 |
Biggest buyers
| Archer Investment Corp | New | +8.1k |
| Your Advocates Ltd., LLP | Added | +671 |
Biggest sellers
| CIBC WORLD MARKETS CORP | Sold out | -563.3k |
| Garner Asset Management Corp | Sold out | -34.5k |
| West Oak Capital, LLC | Reduced | -225 |
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| MOUNT VERNON ASSOCIATES INC /MD/ 0.43% of their portfolio | 8.1k $443.0k | Unchanged |
| Archer Investment Corp 0.14% of their portfolio | 8.1k $441.5k | New |
| West Oak Capital, LLC 0.03% of their portfolio | 1.1k $56.0k | Reduced -225 |
| Your Advocates Ltd., LLP 0.02% of their portfolio | 822 $45.1k | Added +671 |
| AlphaMark Advisors, LLC 0.00% of their portfolio | 213 $12.0k | Unchanged |