Vault-13

MONTROSE ENVIRONMENTAL GROUP ONT

COM · Common Stock · CUSIP 615111101 · ISIN US6151111019

American multinational environmental company

169 institutional holders +9 vs Q4 2023
26,966,72227.0m shares reported held*
79.1% of all shares outstanding*
$1.1bnreported value*
27 new 62 added 59 reduced 19 sold out net bought ≈ $15.1m (+385.4k 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 ($3.3m this quarter). Holder counts are more reliable. Shares outstanding: 34.1m as of 2024-05-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $39.15. Options: 3 managers hold calls ($869.6k notional), 3 hold puts ($560.1k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 126Q4 22: 131Q1 23: 134Q2 23: 145Q3 23: 153Q4 23: 160Q1 24: 169169Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022126
Q4 2022131
Q1 2023134
Q2 2023145
Q3 2023153
Q4 2023160
Q1 2024169

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 58 bought or addedQ4 22: 51 cut or sold outQ4 22Q1 23: 67 bought or addedQ1 23: 52 cut or sold outQ1 23Q2 23: 82 bought or addedQ2 23: 50 cut or sold outQ2 23Q3 23: 75 bought or addedQ3 23: 68 cut or sold outQ3 23Q4 23: 82 bought or addedQ4 23: 72 cut or sold outQ4 23Q1 24: 89 bought or addedQ1 24: 78 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225851
Q1 20236752
Q2 20238250
Q3 20237568
Q4 20238272
Q1 20248978

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ2 23 calls: $299.1kQ2 23 puts: $21.1kQ2 23P/C 0.07Q3 23 calls: $339.4kQ3 23 puts: $78.1kQ3 23P/C 0.23Q4 23 calls: $906.0kQ4 23 puts: $224.9kQ4 23P/C 0.25Q1 24 calls: $869.6kQ1 24 puts: $560.1kQ1 24P/C 0.64
Numbers
QuarterCallsPutsP/C
Q2 2023$299.1k$21.1k0.07
Q3 2023$339.4k$78.1k0.23
Q4 2023$906.0k$224.9k0.25
Q1 2024$869.6k$560.1k0.64

Biggest buyers

FIRST TRUST ADVISORS LP Added +475,747+475.7k
FRED ALGER MANAGEMENT, LLC Added +232,553+232.6k
BLAIR WILLIAM & CO/IL Added +170,924+170.9k
Nuveen Asset Management, LLC Added +120,957+121.0k
BAMCO INC /NY/ Added +102,536+102.5k
SANDLER CAPITAL MANAGEMENT New +93,790+93.8k
LORD, ABBETT & CO. LLC New +74,644+74.6k
Lisanti Capital Growth, LLC New +55,500+55.5k
DIMENSIONAL FUND ADVISORS LP Added +55,281+55.3k
Millrace Asset Group, Inc. New +53,164+53.2k

Biggest sellers

BlackRock Inc. Reduced -207,249-207.2k
FMR LLC Reduced -171,211-171.2k
ArrowMark Colorado Holdings LLC Reduced -111,890-111.9k
Invesco Ltd. Reduced -104,817-104.8k
MORGAN STANLEY Reduced -96,640-96.6k
CITADEL ADVISORS LLC Reduced -85,024-85.0k
ROYCE & ASSOCIATES LP Reduced -72,605-72.6k
MARSHALL WACE, LLP Reduced -63,639-63.6k
JPMORGAN CHASE & CO Reduced -54,604-54.6k
Russell Investments Group, Ltd. Reduced -52,829-52.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $493.5k12.6k shares
CITADEL ADVISORS LLC Reduced $376.0k9.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $348.6k8.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $211.5k5.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution new · filed 2026-09-08 12.7% new 4.5m≈ $90.2m 2026-09-08
BAMCO INC /NY/ 13G · institution -1.7 pts · filed 2025-11-14 6.1% -1.7 pts 2.2m≈ $43.7m 2025-11-14
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13G · institution new · filed 2026-08-14 6.0% new 2.1m≈ $42.4m 2026-08-14
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 13G · institution new · filed 2026-05-11 5.0% new 1.8m≈ $36.9m 2026-05-11

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), MACQUARIE GROUP LTD (0.0%, 2026-02-13), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (3.7%, 2025-11-12)

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 22: 1 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 3 buyingQ1 23: 1 sellingQ1 23Q2 23: 1 buyingQ2 23: 0 sellingQ3 23: 1 buyingQ3 23: 0 sellingQ3 23Q4 23: 2 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20221$999.9k0——
Q3 20220—0——
Q4 20220—0——
Q1 20233$1.2m1$15.0m—
Q2 20231$36.0k0——
Q3 20231$329.4k0——
Q4 20232$64.0k0——
Q1 20240—0——

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 2,302,1022.3m $90.2m $90.2m 0.00% Reduced -207.2k -207,249
2 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio NEW YORK, NY 2,103,3292.1m $82.4m $82.4m 0.03% Reduced -15.5k -15,539
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,544,6071.5m $60.5m $60.5m 0.00% Added +9.9k +9,913
4 Champlain Investment Partners, LLC 0.30% of their portfolio BURLINGTON, VT 1,349,6121.3m $52.9m $52.9m 0.30% Reduced -16.1k -16,135
5 FRED ALGER MANAGEMENT, LLC 0.23% of their portfolio NEW YORK, NY 1,186,9111.2m $46.5m $46.5m 0.23% Added +232.6k +232,553
6 BAMCO INC /NY/ 0.12% of their portfolio NEW YORK, NY 1,154,0301.2m $45.2m $45.2m 0.12% Added +102.5k +102,536
7 FEDERATED HERMES, INC. 0.10% of their portfolio PITTSBURGH, PA 1,140,5001.1m $44.7m $44.7m 0.10% Unchanged
8 TRUIST FINANCIAL CORP 0.07% of their portfolio CHARLOTTE, NC 1,103,9931.1m $43.2m $43.2m 0.07% Added +3.8k +3,758
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 796,058796.1k $31.2m $31.2m 0.00% Added +24.5k +24,470
10 BLAIR WILLIAM & CO/IL 0.09% of their portfolio CHICAGO, IL 732,318732.3k $28.7m $28.7m 0.09% Added +170.9k +170,924
11 EMERALD ADVISERS, LLC 1.13% of their portfolio LEOLA, PA 718,618718.6k $28.1m $28.1m 1.13% Added +8.2k +8,157
12 Granite Investment Partners, LLC 1.00% of their portfolio EL SEGUNDO, CA 670,934670.9k $26.3m $26.3m 1.00% Reduced -21.0k -20,998
13 Stephens Investment Management Group LLC 0.32% of their portfolio LITTLE ROCK, AR 622,741622.7k $24.4m $24.4m 0.32% Reduced -2.8k -2,821
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 610,425610.4k $23.9m $23.9m 0.00% Added +9.7k +9,725
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 603,688603.7k $23.6m $23.6m 0.00% Added +18.9k +18,860
16 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio CHICAGO, IL 589,317589.3k $23.1m $23.1m 0.06% Added +3.8k +3,824
17 EMERALD MUTUAL FUND ADVISERS TRUST 1.19% of their portfolio LEOLA, PA 583,957584.0k $22.9m $22.9m 1.19% Unchanged
18 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 533,791533.8k $20.9m $20.9m 0.01% Added +121.0k +120,957
19 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 501,267501.3k $19.6m $19.6m 0.00% Reduced -3.6k -3,621
20 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 488,046488.0k $19.1m $19.1m 0.02% Added +475.7k +475,747
21 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 487,166487.2k $19.1m $19.1m 0.01% Added +2.6k +2,596
22 DekaBank Deutsche Girozentrale 0.03% of their portfolio FRANKFURT, 2M 470,800470.8k $17.8m $17.8m 0.03% Unchanged
23 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 469,713469.7k $18.4m $18.4m 0.00% Added +55.3k +55,281
24 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 421,691421.7k $16.5m $16.5m 0.00% Reduced -104.8k -104,817
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 392,364392.4k $15.4m $15.4m 0.00% Reduced -96.6k -96,640
26 Aperture Investors, LLC 1.78% of their portfolio New York, NY 355,669355.7k $13.9m $13.9m 1.78% Added +28.2k +28,171
27 Driehaus Capital Management LLC 0.13% of their portfolio Chicago, IL 325,591325.6k $12.8m $12.8m 0.13% Reduced -32.3k -32,284
28 ArrowMark Colorado Holdings LLC 0.11% of their portfolio Denver, CO 259,710259.7k $10.2m $10.2m 0.11% Reduced -111.9k -111,890
29 Summit Creek Advisors LLC 1.14% of their portfolio MINNEAPOLIS, MN 229,942229.9k $9.0m $9.0m 1.14% Added +1.6k +1,598
30 PEREGRINE CAPITAL MANAGEMENT LLC 0.25% of their portfolio MINNEAPOLIS, MN 223,848223.8k $8.8m $8.8m 0.25% Added +57 +57
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 219,430219.4k $8.6m $8.6m 0.00% Added +2.7k +2,734
32 SEGALL BRYANT & HAMILL, LLC 0.13% of their portfolio CHICAGO, IL 183,212183.2k $7.2m $7.2m 0.13% Reduced -2.6k -2,617
33 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio NEW YORK, NY 172,741172.7k $6.8m $6.8m 0.05% Added +7.5k +7,531
34 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 168,422168.4k $6.6m $6.6m 0.00% Added +7.8k +7,768
35 Candriam S.C.A. 0.04% of their portfolio STRASSEN, N4 153,099153.1k $6.0m $6.0m 0.04% Added +3.4k +3,449
36 ROYCE & ASSOCIATES LP 0.05% of their portfolio New York, NY 146,653146.7k $5.7m $5.7m 0.05% Reduced -72.6k -72,605
37 Avalon Trust Co 0.44% of their portfolio SANTA FE, NM 136,650136.7k $5.4m $5.4m 0.44% Added +1.9k +1,850
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 121,458121.5k $4.8m $4.8m 0.00% Reduced -54.6k -54,604
39 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 102,481102.5k $4.0m $4.0m 0.01% Reduced -63.6k -63,639
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 102,171102.2k $4.0m $4.0m 0.00% Added +6.4k +6,412
41 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 101,831101.8k $4.0m $4.0m 0.00% Reduced -11.0k -11,046
42 SANDLER CAPITAL MANAGEMENT 0.45% of their portfolio NEW YORK, NY 93,79093.8k $3.7m $3.7m 0.45% New
43 ESSEX INVESTMENT MANAGEMENT CO LLC 0.68% of their portfolio BOSTON, MA 87,85987.9k $3.4m $3.4m 0.68% Added +21.8k +21,837
44 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 87,22987.2k $3.4m $3.4m 0.00% Added +26.9k +26,912
45 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio New York, NY 86,08886.1k $3.4m $3.4m 0.04% Added +19.2k +19,201
46 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 80,35380.4k $3.1m $3.1m 0.00% Added +11.8k +11,789
47 LORD, ABBETT & CO. LLC 0.00% of their portfolio JERSEY CITY, NJ 74,64474.6k $2.9m $2.9m 0.00% New
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 73,55473.6k $2.9m $2.9m 0.00% Reduced -9.6k -9,646
49 RICE HALL JAMES & ASSOCIATES, LLC 0.16% of their portfolio San Diego, CA 72,61872.6k $2.8m $2.8m 0.16% Added +109 +109
50 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 72,19972.2k $2.8m $2.8m 0.00% Reduced -1.3k -1,259
51 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 70,60070.6k $2.8m $2.8m 0.00% Added +32.3k +32,300
52 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 63,30663.3k $2.5m $2.5m 0.01% Reduced -18.9k -18,867
53 Swiss National Bank 0.00% of their portfolio ZURICH, V8 56,50056.5k $2.2m $2.2m 0.00% Unchanged
54 Lisanti Capital Growth, LLC 0.53% of their portfolio NEW YORK, NY 55,50055.5k $2.2m $2.2m 0.53% New
55 Millrace Asset Group, Inc. 2.09% of their portfolio BERWYN, PA 53,16453.2k $2.1m $2.1m 2.09% New
56 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 51,60751.6k $2.0m $2.0m 0.00% Reduced -25 -25
57 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 50,76450.8k $2.0m $2.0m 0.00% Added +576 +576
58 Global Alpha Capital Management Ltd. 0.14% of their portfolio MONTREAL, A8 49,50049.5k $1.9m $1.9m 0.14% New
59 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 49,33949.3k $1.9m $1.9m 0.00% Added +485 +485
60 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 48,05948.1k $1.9m $1.9m 0.00% Added +3.2k +3,188
61 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 43,51343.5k $1.7m $1.7m 0.00% Reduced -2.8k -2,809
62 Legato Capital Management LLC 0.20% of their portfolio San Francisco, CA 41,71141.7k $1.6m $1.6m 0.20% Added +16.1k +16,090
63 Conestoga Capital Advisors, LLC 0.02% of their portfolio WAYNE, PA 41,70041.7k $1.6m $1.6m 0.02% Added +400 +400
64 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 39,22239.2k $1.5m $1.5m 0.00% Reduced -42.8k -42,842
65 NEXPOINT ASSET MANAGEMENT, L.P. 0.21% of their portfolio Dallas, TX 34,98235.0k $1.4m $1.4m 0.21% New
66 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.15% of their portfolio DUBLIN 2, L2 34,79934.8k $1.4m $1.4m 0.15% Reduced -651 -651
67 Caprock Group, LLC 0.07% of their portfolio BOISE, ID 32,21932.2k $1.3m $1.3m 0.07% Unchanged
68 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 32,07232.1k $1.3m $1.3m 0.00% Reduced -85.0k -85,024
69 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 29,80829.8k $1.2m $1.2m 0.00% Reduced -43.4k -43,364
70 Horrell Capital Management, Inc. 0.32% of their portfolio LITTLE ROCK, AR 29,37129.4k $1.1m $1.1m 0.32% Added +147 +147
71 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 28,99729.0k $1.1m $1.1m 0.00% Reduced -20.9k -20,897
72 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 28,62528.6k $1.1m $1.1m 0.00% Reduced -1.5k -1,480
73 Legal & General Group Plc 0.00% of their portfolio London, X0 26,75026.8k $1.0m $1.0m 0.00% Reduced -49 -49
74 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 24,40024.4k $955.7k $955.7k 0.00% Unchanged
75 Naviter Wealth, LLC 0.15% of their portfolio LITTLE ROCK, AR 23,84323.8k $933.9k $933.9k 0.15% Reduced -1.4k -1,355
76 Yarbrough Capital, LLC 0.04% of their portfolio FRANKLIN, TN 23,18223.2k $908.0k $908.0k 0.04% Added +12.2k +12,222
77 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 22,90422.9k $897.0k $897.0k 0.00% Reduced -5.1k -5,136
78 WoodTrust Financial Corp 0.14% of their portfolio WISCONSIN RAPIDS, WI 22,65022.6k $887.0k $887.0k 0.14% Added +3.5k +3,500
79 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,46022.5k $879.0k $879.0k 0.00% Added +14.1k +14,064
80 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 22,44422.4k $879.1k $879.1k 0.01% Added +7.2k +7,174
81 GSA CAPITAL PARTNERS LLP 0.07% of their portfolio LONDON, X0 21,83821.8k $855.0k $855.0k 0.07% Reduced -12.4k -12,395
82 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 20,15920.2k $789.6k $789.6k 0.00% New
83 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 19,47519.5k $763.0k $763.0k 0.00% Added +100 +100
84 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 19,18819.2k $751.6k $751.6k 0.01% Unchanged
85 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio NEW YORK, NY 18,51818.5k $725.4k $725.4k 0.01% Added +8.1k +8,112
86 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 18,09818.1k $708.9k $708.9k 0.00% Added +324 +324
87 FMR LLC 0.00% of their portfolio BOSTON, MA 17,35317.4k $679.7k $679.7k 0.00% Reduced -171.2k -171,211
88 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,21817.2k $674.4k $674.4k 0.00% New
89 Numerai GP LLC 0.28% of their portfolio SAN FRANCISCO, CA 16,72716.7k $655.2k $655.2k 0.28% Added +6.8k +6,762
90 Cladis Investment Advisory, LLC 0.25% of their portfolio BILLINGS, MT 16,50016.5k $646.3k $646.3k 0.25% Added +2.0k +2,000
91 Carnegie Investment Counsel 0.02% of their portfolio PEPPER PIKE, OH 16,38016.4k $641.6k $641.6k 0.02% Reduced -7.0k -7,000
92 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,89715.9k $622.7k $622.7k 0.00% Reduced -881 -881
93 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 15,60315.6k $611.0k $611.0k 0.00% Added +1.8k +1,834
94 Radnor Capital Management, LLC 0.10% of their portfolio WAYNE, PA 14,66014.7k $574.0k $574.0k 0.10% New
95 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 14,05114.1k $550.4k $550.4k 0.00% Unchanged
96 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 13,89813.9k $544.4k $544.4k 0.00% Added +22 +22
97 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 13,10413.1k $514.0k $514.0k 0.00% Added +1.2k +1,211
98 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 12,54412.5k $491.3k $491.3k 0.00% Reduced -52.8k -52,829
99 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 11,83311.8k $401.5k $401.5k 0.00% Reduced -972 -972
100 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 11,50011.5k $450.5k $450.5k 0.01% Added +2.3k +2,300