Institutional positioning
13F filings over the trailing two quarters
New 1Increased 1Reduced 2Sold out 13
| Filer | Action | Shares | Filed |
|---|---|---|---|
| HSBC HOLDINGS PLC | Reduced | 916,876 | Mar 20, 2026 |
| GOLDMAN SACHS GROUP INC | Reduced | 588,032 | Mar 25, 2026 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | Increased | 12,170 | Mar 17, 2026 |
| PENSIONMARK FINANCIAL GROUP, LLC | New Position | 11,325 | Mar 13, 2026 |
| Basecamp Wealth Advisors LLC | Sold Out | 0 | Jun 24, 2026 |
| HSBC HOLDINGS PLC | Sold Out | 0 | Mar 20, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | Sold Out | 0 | Apr 29, 2026 |
| Strategic Wealth Partners, Ltd. | Sold Out | 0 | May 12, 2026 |
| Rockefeller Capital Management L.P. | Sold Out | 0 | Mar 17, 2026 |
| World Investment Advisors | Sold Out | 0 | Mar 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | Sold Out | 0 | May 15, 2026 |
| MORGAN STANLEY | Sold Out | 0 | May 27, 2026 |
| GOLDMAN SACHS GROUP INC | Sold Out | 0 | Mar 25, 2026 |
| Southern Financial Group, LLC | Sold Out | 0 | Jun 18, 2026 |
| COATUE MANAGEMENT LLC | Sold Out | 0 | May 15, 2026 |
Insider activity from SEC Form 4; institutional positioning from 13F filings