Vault-13

QUIPT HOME MEDICAL CORP QIPT

COM · Common Stock · CUSIP 74880P104

91 institutional holders +6 vs Q1 2024
20,554,17120.6m shares reported held*
$66.2mreported value*
13 new 26 added 27 reduced 9 sold out net bought ≈ $4.6m (+1.4m 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 ($151 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.22. Options: 3 managers hold calls ($106.1k notional), 2 hold puts ($4.2k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 40Q4 22: 38Q1 23: 70Q2 23: 93Q3 23: 89Q4 23: 86Q1 24: 85Q2 24: 9191Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202240
Q4 202238
Q1 202370
Q2 202393
Q3 202389
Q4 202386
Q1 202485
Q2 202491

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 17 bought or addedQ4 22: 11 cut or sold outQ4 22Q1 23: 51 bought or addedQ1 23: 8 cut or sold outQ2 23: 64 bought or addedQ2 23: 31 cut or sold outQ2 23Q3 23: 36 bought or addedQ3 23: 35 cut or sold outQ4 23: 37 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 43 bought or addedQ1 24: 30 cut or sold outQ2 24: 39 bought or addedQ2 24: 36 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221711
Q1 2023518
Q2 20236431
Q3 20233635
Q4 20233735
Q1 20244330
Q2 20243936

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ3 23 calls: $710.0kQ3 23 puts: $738.4kQ3 23P/C 1.04Q4 23 calls: $409.5kQ4 23 puts: $197.0kQ4 23P/C 0.48Q1 24 calls: $70.4kQ1 24 puts: $28.1kQ1 24P/C 0.40Q2 24 calls: $106.1kQ2 24 puts: $4.2kQ2 24P/C 0.04
Numbers
QuarterCallsPutsP/C
Q3 2023$710.0k$738.4k1.04
Q4 2023$409.5k$197.0k0.48
Q1 2024$70.4k$28.1k0.40
Q2 2024$106.1k$4.2k0.04

Biggest buyers

Forager Capital Management, LLC New +2,358,972+2.4m
ROYCE & ASSOCIATES LP Added +306,626+306.6k
FIRST MANHATTAN CO. LLC. Added +225,000+225.0k
JB CAPITAL PARTNERS LP New +200,000+200.0k
Boston Partners Added +166,678+166.7k
STRS OHIO New +89,100+89.1k
Claret Asset Management Corp Added +73,337+73.3k
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Added +50,100+50.1k
STATE OF WISCONSIN INVESTMENT BOARD Added +38,000+38.0k
GEODE CAPITAL MANAGEMENT, LLC Added +36,988+37.0k

Biggest sellers

NewGen Asset Management Ltd Sold out -955,700-955.7k
First Eagle Investment Management, LLC Sold out -665,430-665.4k
MORGAN STANLEY Reduced -150,108-150.1k
Fiera Capital Corp Sold out -140,000-140.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -111,500-111.5k
JPMORGAN CHASE & CO Reduced -63,206-63.2k
VANGUARD GROUP INC Reduced -51,879-51.9k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -41,042-41.0k
ARS Investment Partners, LLC Sold out -33,964-34.0k
BlackRock Inc. Reduced -29,346-29.3k

Biggest calls

CITADEL ADVISORS LLC Added $101.1k31.4k shares
SIMPLEX TRADING, LLC New $5.0k1.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $4.2k1.3k 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
Lakeview Opportunity Fund LLC 13D · may seek influence new · filed 2025-11-07
Stated purposeThe Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Shares at prices that would make the purchase or sale of Shares desirable, the Reporting Persons may endeavor to increase or decrease their position in the Issuer through, among other things, the purchase or sale of Shares on the open market or in private transactions or otherwise, on such terms and at such times as the Reporting Persons may deem advisable. Full filing
 8.0% new 3.5m 2025-11-07
Claret Asset Management Corp 13G · exempt (held before listing) -3.1 pts · filed 2026-02-10 7.3% -3.1 pts 3.2m 2026-02-10

Fell to 5% or below in the last year: GLAZER CAPITAL, LLC (0.0%, 2026-05-14), Forager Fund, L.P. (0.0%, 2026-03-16)

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Claret Asset Management Corp 2.62% of their portfolio MONTREAL, A8 4,564,1944.6m $14.7m $14.7m 2.62% Added +73.3k +73,337
2 Forager Capital Management, LLC 3.25% of their portfolio BIRMINGHAM, AL 2,358,9722.4m $7.6m $7.6m 3.25% New
3 BlackRock Inc. 0.00% of their portfolio New York, NY 2,002,7902.0m $6.4m $6.4m 0.00% Reduced -29.3k -29,346
4 ROYCE & ASSOCIATES LP 0.05% of their portfolio New York, NY 1,527,8091.5m $4.9m $4.9m 0.05% Added +306.6k +306,626
5 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 1,400,0001.4m $4.5m $4.5m 0.01% Added +225.0k +225,000
6 KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio ST LOUIS, MO 950,769950.8k $3.1m $3.1m 0.07% Reduced -2.5k -2,496
7 Boston Partners 0.00% of their portfolio BOSTON, MA 908,684908.7k $2.9m $2.9m 0.00% Added +166.7k +166,678
8 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.16% of their portfolio EDINA, MN 861,900861.9k $2.8m $2.8m 0.16% Added +50.1k +50,100
9 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 681,344681.3k $2.2m $2.2m 0.00% Reduced -10.5k -10,500
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 615,071615.1k $2.0m $2.0m 0.00% Added +5.4k +5,391
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 510,884510.9k $1.6m $1.6m 0.00% Added +37.0k +36,988
12 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 496,648496.6k $1.6m $1.6m 0.00% Reduced -14.7k -14,700
13 AWM Investment Company, Inc. 0.13% of their portfolio NEW YORK, NY 294,600294.6k $948.6k $948.6k 0.13% Unchanged
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 245,536245.5k $790.6k $790.6k 0.00% Reduced -20.7k -20,669
15 Perritt Capital Management Inc 0.36% of their portfolio Chicago, IL 206,900206.9k $666.2k $666.2k 0.36% Reduced -200 -200
16 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 205,619205.6k $662.1k $662.1k 0.00% Reduced -51.9k -51,879
17 JB CAPITAL PARTNERS LP 0.14% of their portfolio Armonk, NY 200,000200.0k $644.0k $644.0k 0.14% New
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 180,954181.0k $582.7k $582.7k 0.00% Reduced -150.1k -150,108
19 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 173,900173.9k $560.0k $560.0k 0.00% Reduced -111.5k -111,500
20 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 167,253167.3k $538.6k $538.6k 0.00% Added +23.3k +23,326
21 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 150,046150.0k $483.1k $483.1k 0.00% Unchanged
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 129,738129.7k $417.8k $417.8k 0.00% Added +32.1k +32,073
23 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 126,000126.0k $405.7k $405.7k 0.01% Unchanged
24 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 115,252115.3k $371.1k $371.1k 0.00% Reduced -7.5k -7,461
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 104,502104.5k $336.5k $336.5k 0.00% Added +17.9k +17,896
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 100,003100.0k $322.0k $322.0k 0.00% Added +9.2k +9,186
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 95,16695.2k $306.4k $306.4k 0.00% Reduced -18.9k -18,917
28 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 89,10089.1k $286.9k $286.9k 0.00% New
29 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 66,20066.2k $213.2k $213.2k 0.00% Added +38.0k +38,000
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 56,27956.3k $181.2k $181.2k 0.00% Added +21.0k +21,016
31 Bridge City Capital, LLC 0.06% of their portfolio LAKE OSWEGO, OR 55,15755.2k $177.6k $177.6k 0.06% Added +7.4k +7,436
32 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 52,52252.5k $165.2k $165.2k 0.00% Added +5.0k +4,969
33 CONNORS INVESTOR SERVICES INC 0.02% of their portfolio WYOMISSING, PA 52,20852.2k $168.1k $168.1k 0.02% Unchanged
34 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 49,27649.3k $158.7k $158.7k 0.00% Added +8.5k +8,541
35 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 48,79048.8k $157.1k $157.1k 0.00% Reduced -9.7k -9,674
36 SALEM INVESTMENT COUNSELORS INC 0.00% of their portfolio WINSTON-SALEM, NC 47,00047.0k $151.3k $151.3k 0.00% Unchanged
37 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 47,00047.0k $151.3k $151.3k 0.00% Unchanged
38 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 43,60043.6k $140.4k $140.4k 0.02% Added +32.3k +32,264
39 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 38,50038.5k $124.0k $124.0k 0.00% Added +500 +500
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 36,04036.0k $116.0k $116.0k 0.00% Reduced -63.2k -63,206
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,48935.5k $114.3k $114.3k 0.00% New
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,63632.6k $105.2k $105.2k 0.00% New
43 DIKER MANAGEMENT LLC 0.08% of their portfolio New York, NY 29,00029.0k $93.4k $93.4k 0.08% Unchanged
44 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 25,67525.7k $82.7k $82.7k 0.00% New
45 Texas Capital Bank Wealth Management Services Inc 0.01% of their portfolio Dallas, TX 25,00025.0k $80.5k $80.5k 0.01% Unchanged
46 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 24,70024.7k $79.5k $79.5k 0.00% Added +2.3k +2,319
47 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 21,98822.0k $70.8k $70.8k 0.00% First filing
48 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 21,15121.2k $68.1k $68.1k 0.00% First filing
49 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 20,26020.3k $65.2k $65.2k 0.00% Reduced -1.9k -1,923
50 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 19,96120.0k $64.3k $64.3k 0.00% Reduced -25.5k -25,520
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,53417.5k $56.5k $56.5k 0.00% Added +5.6k +5,593
52 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 15,65915.7k $50.4k $50.4k 0.00% Reduced -1.8k -1,750
53 Sonora Investment Management Group, LLC 0.01% of their portfolio TUCSON, AZ 15,00015.0k $65.5k $65.5k 0.01% Unchanged
54 ROBOTTI ROBERT 0.01% of their portfolio NEW YORK, NY 13,63113.6k $43.9k $43.9k 0.01% New
55 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 13,53913.5k $43.6k $43.6k 0.00% Reduced -202 -202
56 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 12,82912.8k $42.0k $42.0k 0.00% Unchanged
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 12,73012.7k $41.0k $41.0k 0.00% Reduced -29.1k -29,106
58 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 11,20911.2k $36.1k $36.1k 0.00% Reduced -4.2k -4,197
59 Crescent Sterling, Ltd. 0.03% of their portfolio METAIRIE, LA 11,20011.2k $36.1k $36.1k 0.03% New
60 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 11,05011.1k $35.6k $35.6k 0.00% New
61 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 10,98211.0k $35.4k $35.4k 0.00% New
62 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 10,57510.6k $34.1k $34.1k 0.00% Unchanged
63 Retirement Planning Co of New England, Inc. 0.02% of their portfolio Warwick, RI 10,00010.0k $32.2k $32.2k 0.02% Unchanged
64 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 9,7399.7k $31.4k $31.4k 0.00% Reduced -187 -187
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,7159.7k $31.0k $31.0k 0.00% Reduced -640 -640
66 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,1499.1k $29.5k $29.5k 0.00% Added +2.3k +2,273
67 JAMISON PRIVATE WEALTH MANAGEMENT, INC. 0.00% of their portfolio MILTON, GA 8,0008.0k $0 $0 0.00% Unchanged
68 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 6,7386.7k $21.7k $21.7k 0.00% Added +6.2k +6,172
69 Legal & General Group Plc 0.00% of their portfolio London, X0 3,9604.0k $12.8k $12.8k 0.00% Reduced -854 -854
70 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 3,3323.3k $10.7k $10.7k 0.00% Unchanged
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 2,9613.0k $9.5k $9.5k 0.00% Reduced -1.2k -1,160
72 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 2,8322.8k $9.0k $9.0k 0.00% Added +690 +690
73 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 2,5002.5k $8.1k $8.1k 0.00% Added +1.0k +1,000
74 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,4432.4k $7.9k $7.9k 0.00% Unchanged
75 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,3132.3k $7.4k $7.4k 0.00% Unchanged
76 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,1562.2k $7.4k $7.4k 0.00% Unchanged
77 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 2,1002.1k $6.7k $6.7k 0.00% Reduced -600 -600
78 FMR LLC 0.00% of their portfolio BOSTON, MA 1,8181.8k $5.9k $5.9k 0.00% Reduced -770 -770
79 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,7691.8k $5.6k $5.6k 0.00% Unchanged
80 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 1,3601.4k $4.0k $4.0k 0.00% Unchanged
81 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,2871.3k $4.0k $4.0k 0.00% Unchanged
82 Main Street Group, LTD 0.00% of their portfolio GLEN ALLEN, VA 1,0001.0k $3.2k $3.2k 0.00% Unchanged
83 Covestor Ltd 0.00% of their portfolio LONDON, X0 254254 $1.0k $1.0k 0.00% Added +129 +129
84 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 193193 $621 $621 0.00% New
85 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 190190 $612 $612 0.00% New
86 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 168168 $594 $594 0.00% New
87 WEST PACES ADVISORS INC. 0.00% of their portfolio ATLANTA, GA 8585 $274 $274 0.00% Unchanged
88 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 7070 $225 $225 0.00% Reduced -1.1k -1,075
89 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 4747 $151 $151 0.00% Reduced -43 -43
90 CWM, LLC 0.00% of their portfolio OMAHA, NE 3535 $0 $0 0.00% Added +31 +31
91 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged