Vault-13

SOUTHWEST GAS HLDGS INC SWX

COM · Common Stock · CUSIP 844895102

Investor-owned utility based in Las Vegas, Nevada, United States

286 institutional holders +6 vs Q4 2023
67,635,38667.6m shares reported held*
94.4% of all shares outstanding*
$5.1bnreported value*
37 new 83 added 114 reduced 33 sold out net bought ≈ $45.2m (+594.3k 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 ($1.6m this quarter). Holder counts are more reliable. Shares outstanding: 71.7m as of 2024-04-26, 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 ≈ $76.12. Options: 3 managers hold calls ($1.3m notional), 3 hold puts ($182.7k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 287Q4 22: 297Q1 23: 280Q2 23: 273Q3 23: 280Q4 23: 280Q1 24: 286286Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022287
Q4 2022297
Q1 2023280
Q2 2023273
Q3 2023280
Q4 2023280
Q1 2024286

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 176 bought or addedQ4 22: 114 cut or sold outQ4 22Q1 23: 160 bought or addedQ1 23: 123 cut or sold outQ1 23Q2 23: 136 bought or addedQ2 23: 138 cut or sold outQ2 23Q3 23: 105 bought or addedQ3 23: 141 cut or sold outQ3 23Q4 23: 118 bought or addedQ4 23: 148 cut or sold outQ4 23Q1 24: 120 bought or addedQ1 24: 147 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022176114
Q1 2023160123
Q2 2023136138
Q3 2023105141
Q4 2023118148
Q1 2024120147

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ2 23 calls: $4.0mQ2 23 puts: $2.3mQ2 23P/C 0.57Q3 23 calls: $3.3mQ3 23 puts: $6.6mQ3 23P/C 2.00Q4 23 calls: $3.3mQ4 23 puts: $1.3mQ4 23P/C 0.39Q1 24 calls: $1.3mQ1 24 puts: $182.7kQ1 24P/C 0.14
Numbers
QuarterCallsPutsP/C
Q2 2023$4.0m$2.3m0.57
Q3 2023$3.3m$6.6m2.00
Q4 2023$3.3m$1.3m0.39
Q1 2024$1.3m$182.7k0.14

Biggest buyers

FMR LLC Added +1,650,215+1.7m
FIRST TRUST ADVISORS LP Added +784,012+784.0k
MAVERICK CAPITAL LTD Added +538,101+538.1k
ADAGE CAPITAL PARTNERS GP, L.L.C. Added +475,000+475.0k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +325,379+325.4k
MORGAN STANLEY Added +251,843+251.8k
VICTORY CAPITAL MANAGEMENT INC Added +129,516+129.5k
GOLDMAN SACHS GROUP INC Added +98,514+98.5k
JPMORGAN CHASE & CO Added +94,814+94.8k
Ghisallo Capital Management LLC Added +75,000+75.0k

Biggest sellers

T. Rowe Price Investment Management, Inc. Sold out -1,361,423-1.4m
WELLINGTON MANAGEMENT GROUP LLP Reduced -949,659-949.7k
BlackRock Inc. Reduced -391,654-391.7k
Nuveen Asset Management, LLC Reduced -205,743-205.7k
Empower Advisory Group, LLC Reduced -189,345-189.3k
NORTHERN TRUST CORP Reduced -98,981-99.0k
VANGUARD GROUP INC Reduced -98,203-98.2k
Bank of New York Mellon Corp Reduced -86,142-86.1k
Sagefield Capital LP Reduced -76,174-76.2k
AMERICAN CENTURY COMPANIES INC Reduced -74,623-74.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $768.9k10.1k shares
CITADEL ADVISORS LLC Added $578.6k7.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $167.5k2.2k shares
GROUP ONE TRADING LLC Unchanged $15.2k200 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
BlackRock, Inc. 13G · institution filed 2026-10-27 15.1% 10.9m≈ $969.2m 2026-10-27
FMR LLC 13G · institution +1.1 pts · filed 2026-02-05 7.8% +1.1 pts 5.6m≈ $501.0m 2026-02-05
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.4% new 3.9m≈ $344.3m 2026-04-29

Fell to 5% or below in the last year: Corvex Management LP (5.0%, 2026-05-08), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), ICAHN CARL C (5.0%, 2026-01-29)

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: 0 buyingQ2 22: 3 sellingQ3 22: 0 buyingQ3 22: 2 sellingQ3 22Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20220—3$1.4m—
Q3 20220—2$147—
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—1$63.8k—
Q1 20240—0——

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ICAHN CARL C 7.04% of their portfolio SUNNY ISLES BEACH, FL 11,022,60411.0m $839.2m $839.2m 7.04% Unchanged
2 BlackRock Inc. 0.02% of their portfolio New York, NY 8,905,5848.9m $678.0m $678.0m 0.02% Reduced -391.7k -391,654
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 7,153,7497.2m $544.6m $544.6m 0.01% Reduced -98.2k -98,203
4 Corvex Management LP 18.44% of their portfolio NEW YORK, NY 4,769,0984.8m $363.1m $363.1m 18.44% Unchanged
5 FMR LLC 0.02% of their portfolio BOSTON, MA 3,058,7033.1m $232.9m $232.9m 0.02% Added +1.7m +1,650,215
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,231,1372.2m $169.9m $169.9m 0.01% Added +18.9k +18,851
7 FULLER & THALER ASSET MANAGEMENT, INC. 0.62% of their portfolio SAN MATEO, CA 1,872,0251.9m $142.5m $142.5m 0.62% Reduced -71.4k -71,422
8 MAVERICK CAPITAL LTD 2.45% of their portfolio DALLAS, TX 1,660,0891.7m $126.4m $126.4m 2.45% Added +538.1k +538,101
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,383,3971.4m $105.3m $105.3m 0.01% Added +48.9k +48,905
10 Channing Capital Management, LLC 2.54% of their portfolio Chicago, IL 1,244,9721.2m $94.8m $94.8m 2.54% Added +53.2k +53,179
11 GABELLI FUNDS LLC 0.69% of their portfolio Rye, NY 1,223,0211.2m $93.1m $93.1m 0.69% Added +6.8k +6,786
12 PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio DES MOINES, IA 1,197,7541.2m $91.2m $91.2m 0.05% Added +27.5k +27,500
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,170,6031.2m $89.1m $89.1m 0.00% Added +251.8k +251,843
14 River Road Asset Management, LLC 1.19% of their portfolio LOUISVILLE, KY 1,159,1741.2m $88.2m $88.2m 1.19% Reduced -23.9k -23,875
15 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.14% of their portfolio Boston, MA 1,000,0001.0m $76.1m $76.1m 0.14% Added +475.0k +475,000
16 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 989,252989.3k $75.3m $75.3m 0.05% Reduced -74.6k -74,623
17 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 984,840984.8k $75.0m $75.0m 0.01% Reduced -86.1k -86,142
18 MACQUARIE GROUP LTD 0.08% of their portfolio Sydney, NSW 2000, C3 935,857935.9k $71.2m $71.2m 0.08% Reduced -28.9k -28,924
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 902,495902.5k $68.7m $68.7m 0.02% Added +325.4k +325,379
20 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 900,579900.6k $68.6m $68.6m 0.02% Added +44.3k +44,330
21 GAMCO INVESTORS, INC. ET AL 0.68% of their portfolio GREENWICH, CT 889,426889.4k $67.7m $67.7m 0.68% Added +31.1k +31,063
22 FIRST TRUST ADVISORS LP 0.07% of their portfolio Wheaton, IL 885,192885.2k $67.4m $67.4m 0.07% Added +784.0k +784,012
23 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 694,957695.0k $52.9m $52.9m 0.01% Reduced -99.0k -98,981
24 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 631,802631.8k $48.1m $48.1m 0.01% Reduced -61.9k -61,850
25 ProShare Advisors LLC 0.13% of their portfolio BETHESDA, MD 629,713629.7k $47.9m $47.9m 0.13% Reduced -26.6k -26,573
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 627,136627.1k $47.7m $47.7m 0.00% Added +94.8k +94,814
27 NORGES BANK 0.01% of their portfolio OSLO, Q8 622,572622.6k $47.4m $47.4m 0.01% Added +53.5k +53,452
28 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 566,446566.4k $43.1m $43.1m 0.01% Added +98.5k +98,514
29 CARRONADE CAPITAL MANAGEMENT, LP 12.93% of their portfolio DARIEN, CT 498,685498.7k $38.0m $38.0m 12.93% Unchanged
30 SASCO CAPITAL INC / CT/ 4.52% of their portfolio FAIRFIELD, CT 443,450443.4k $33.8m $33.8m 4.52% Reduced -15.4k -15,450
31 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 344,406344.4k $26.2m $26.2m 0.02% Reduced -3.3k -3,341
32 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 281,319281.3k $21.4m $21.4m 0.00% Added +14.5k +14,468
33 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 274,469274.5k $20.9m $20.9m 0.03% Added +2.0k +2,035
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 261,427261.4k $19.9m $19.9m 0.00% Added +60.0k +60,017
35 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 223,193223.2k $17.0m $17.0m 0.02% Added +2.5k +2,515
36 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.05% of their portfolio Los Angeles, CA 182,020182.0k $13.9m $13.9m 0.05% Reduced -4.5k -4,550
37 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 174,174174.2k $13.3m $13.3m 0.00% Reduced -205.7k -205,743
38 KENNEDY CAPITAL MANAGEMENT LLC 0.27% of their portfolio ST LOUIS, MO 172,090172.1k $13.1m $13.1m 0.27% Reduced -6.2k -6,159
39 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 171,744171.7k $13.1m $13.1m 0.02% Reduced -4.6k -4,555
40 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2.94% of their portfolio BOSTON, MA 171,000171.0k $13.0m $13.0m 2.94% Unchanged
41 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 145,258145.3k $11.1m $11.1m 0.01% Added +129.5k +129,516
42 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 131,316131.3k $10.0m $10.0m 0.02% Reduced -70.9k -70,927
43 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 129,476129.5k $9.9m $9.9m 0.00% Reduced -11.5k -11,495
44 Moody Aldrich Partners LLC 1.62% of their portfolio MARBLEHEAD, MA 124,995125.0k $9.5m $9.5m 1.62% Reduced -16.5k -16,543
45 13D Management LLC 5.27% of their portfolio New York, NY 113,359113.4k $8.6m $8.6m 5.27% Added +127 +127
46 Swiss National Bank 0.01% of their portfolio ZURICH, V8 112,900112.9k $8.6m $8.6m 0.01% Reduced -27.9k -27,900
47 AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio New York, NY 109,816109.8k $8.4m $8.4m 0.03% Reduced -1.6k -1,571
48 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 109,689109.7k $8.4m $8.4m 0.00% Reduced -949.7k -949,659
49 PEREGRINE CAPITAL MANAGEMENT LLC 0.23% of their portfolio MINNEAPOLIS, MN 105,582105.6k $8.0m $8.0m 0.23% Reduced -6.4k -6,438
50 Legal & General Group Plc 0.00% of their portfolio London, X0 105,217105.2k $8.0m $8.0m 0.00% Reduced -2.8k -2,805
51 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 103,734103.7k $7.9m $7.9m 0.01% Added +9.4k +9,361
52 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 102,146102.1k $7.8m $7.8m 0.01% Reduced -3.2k -3,154
53 Keeley-Teton Advisors, LLC 0.95% of their portfolio Chicago, IL 101,115101.1k $7.7m $7.7m 0.95% Added +422 +422
54 EXCHANGE TRADED CONCEPTS, LLC 0.20% of their portfolio Oklahoma City, OK 100,539100.5k $7.7m $7.7m 0.20% Reduced -17.7k -17,708
55 Tortoise Index Solutions, LLC 1.54% of their portfolio OVERLAND PARK, KS 100,539100.5k $7.7m $7.7m 1.54% Reduced -18.0k -17,995
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 100,531100.5k $7.7m $7.7m 0.00% Reduced -55.8k -55,764
57 Ghisallo Capital Management LLC 0.87% of their portfolio BOSTON, MA 100,000100.0k $7.6m $7.6m 0.87% Added +75.0k +75,000
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 94,45794.5k $7.2m $7.2m 0.00% Reduced -7.3k -7,270
59 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 93,46393.5k $7.1m $7.1m 0.01% Reduced -11.6k -11,643
60 UBS Group AG 0.00% of their portfolio ZURICH, V8 91,30991.3k $7.0m $7.0m 0.00% Reduced -22.0k -21,972
61 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 81,56781.6k $6.2m $6.2m 0.01% Added +24.1k +24,089
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 79,72679.7k $6.1m $6.1m 0.00% Reduced -10.9k -10,930
63 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 79,36379.4k $6.0m $6.0m 0.01% Added +3.3k +3,318
64 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 76,55276.6k $5.8m $5.8m 0.01% Added +2.7k +2,688
65 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 75,44275.4k $5.7m $5.7m 0.02% Added +199 +199
66 AXA S.A. 0.02% of their portfolio PARIS, I0 73,80573.8k $5.6m $5.6m 0.02% New
67 HENNESSY ADVISORS INC 0.24% of their portfolio NOVATO, CA 73,61773.6k $5.6m $5.6m 0.24% Reduced -3.3k -3,300
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 70,93670.9k $5.4m $5.4m 0.00% Reduced -156 -156
69 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 64,64164.6k $4.9m $4.9m 0.00% New
70 MetLife Investment Management, LLC 0.03% of their portfolio Whippany, NJ 63,72363.7k $4.9m $4.9m 0.03% Reduced -1.5k -1,546
71 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 62,19662.2k $4.7m $4.7m 0.01% Added +17.9k +17,895
72 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 57,71957.7k $4.4m $4.4m 0.01% Reduced -16.7k -16,748
73 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 56,58556.6k $4.3m $4.3m 0.00% Added +1.1k +1,079
74 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 56,32756.3k $4.3m $4.3m 0.01% Reduced -945 -945
75 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 54,49654.5k $4.1m $4.1m 0.00% Reduced -6.5k -6,470
76 TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio AUSTIN, TX 52,51452.5k $4.0m $4.0m 0.03% Added +705 +705
77 Maryland State Retirement & Pension System 0.07% of their portfolio BALTIMORE, MD 51,33051.3k $3.7m $3.7m 0.07% Added +779 +779
78 Phocas Financial Corp. 0.40% of their portfolio ALAMEDA, CA 46,34546.3k $3.5m $3.5m 0.40% Reduced -1.2k -1,213
79 Holocene Advisors, LP 0.01% of their portfolio New York, NY 46,08546.1k $3.5m $3.5m 0.01% Added +7.2k +7,250
80 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 45,24045.2k $3.4m $3.4m 0.01% Added +4.3k +4,307
81 Redwood Investment Management, LLC 0.31% of their portfolio SCOTTSDALE, AZ 43,26743.3k $3.3m $3.3m 0.31% Reduced -7.5k -7,522
82 COMERICA BANK 0.01% of their portfolio DALLAS, TX 39,90139.9k $3.0m $3.0m 0.01% Reduced -24.6k -24,554
83 GW&K Investment Management, LLC 0.03% of their portfolio BOSTON, MA 39,21239.2k $3.0m $3.0m 0.03% Reduced -1.4k -1,446
84 Knights of Columbus Asset Advisors LLC 0.21% of their portfolio NEW HAVEN, CT 38,87038.9k $3.0m $3.0m 0.21% Reduced -37.1k -37,053
85 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 37,28837.3k $2.8m $2.8m 0.00% Reduced -1.5k -1,501
86 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 36,60936.6k $2.8m $2.8m 0.01% Unchanged
87 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 36,32336.3k $2.8m $2.8m 0.00% Reduced -20.4k -20,397
88 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio New York, NY 35,79435.8k $2.7m $2.7m 0.03% Reduced -1.4k -1,375
89 GABELLI & Co INVESTMENT ADVISERS, INC. 0.45% of their portfolio Rye, NY 34,25034.2k $2.6m $2.6m 0.45% Added +12.3k +12,300
90 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 32,76932.8k $2.5m $2.5m 0.00% Reduced -33.3k -33,274
91 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 32,09432.1k $2.4m $2.4m 0.00% Added +5.3k +5,335
92 AMALGAMATED BANK 0.02% of their portfolio NEW YORK, NY 31,57831.6k $2.4m $2.4m 0.02% Reduced -3.0k -2,973
93 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 30,96031.0k $2.4m $2.4m 0.00% Added +1 +1
94 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 29,22429.2k $1.8m $1.8m 0.00% Unchanged
95 Sagefield Capital LP 0.26% of their portfolio DALLAS, TX 27,76727.8k $2.1m $2.1m 0.26% Reduced -76.2k -76,174
96 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 27,70027.7k $2.1m $2.1m 0.02% Reduced -10.9k -10,892
97 South Dakota Investment Council 0.04% of their portfolio SIOUX FALLS, SD 27,30727.3k $2.1m $2.1m 0.04% Reduced -1.8k -1,800
98 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 27,28827.3k $2.1m $2.1m 0.02% Reduced -1.6k -1,635
99 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 25,93225.9k $2.0m $2.0m 0.01% Added +8.3k +8,316
100 Monashee Investment Management LLC 0.23% of their portfolio Boston, MA 25,00025.0k $1.9m $1.9m 0.23% New