STONE HBR EMERGING MKTS TOTA (EDI)
Institutional ownership reported to the SEC as of Q3 2023, across 20 quarters.
16
Reporting holders
$3.4M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | $932.5K | 177,967 | 0.01% | 13q | -25.8%-$324.2K |
| NewEdge Advisors, LLC | $632.8K | 120,761 | 0.01% | 8q | -13.2%-$96.4K |
| MORGAN STANLEY | $418.4K | 79,856 | 0.00% | 24q | -3.4%-$14.8K |
| Clough Capital Partners L P | $367.4K | 70,111 | 0.04% | 3q | -11.4%-$47.2K |
| Moors & Cabot, Inc. | $349.1K | 66,625 | 0.02% | 15q | -4.0%-$14.4K |
| Royal Bank of Canada | $168.0K | 32,174 | 0.00% | 20q | +9.1%+$14.0K |
| Advisory Services Network, LLC | $120.5K | 23,002 | 0.00% | 5q | HELD |
| SFI Advisors, LLC | $102.7K | 19,593 | 0.10% | 4q | +44.1%+$31.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $88.6K | 16,902 | 0.00% | new | NEW |
| MELFA WEALTH MANAGEMENT, LLC | $53.5K | 10,218 | 0.06% | 2q | HELD |
| UBS Group AG | $52.1K | 9,936 | 0.00% | 20q | +24.2%+$10.1K |
| OSAIC HOLDINGS, INC. | $49.2K | 9,383 | 0.00% | 15q | -13.0%-$7.3K |
| Ameritas Advisory Services, LLC | $46.8K | 10,500 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $11.2K | 2,140 | 0.00% | 20q | HELD |
| Janney Montgomery Scott LLC | $252 | 47,998 | 0.00% | 15q | +4.7% |
| CENTAURUS FINANCIAL, INC. | $212 | 40,388 | 0.02% | 18q | -4.7% |
| WEDBUSH SECURITIES INC | $79 | 15,000 | 0.00% | 5q | HELD |
| FMR LLC | $5 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3 | 1 | 0.00% | 2q | HELD |
| Sawyer & Company, Inc | $2 | 300 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 16 | $3.4M | 649,170 | 3 | 3 | 6 | 0.0% |
| Q2 2023 | 17 | $4.3M | 829,417 | 5 | 3 | 6 | 0.0% |
| Q1 2023 | 16 | $4.6M | 849,060 | 4 | 7 | 4 | 0.0% |
| Q4 2022 | 18 | $3.6M | 751,380 | 5 | 5 | 7 | 0.0% |
| Q3 2022 | 17 | $3.2M | 782,214 | 4 | 5 | 6 | 0.0% |
| Q2 2022 | 13 | $4.2M | 845,237 | 1 | 5 | 6 | 0.0% |
| Q1 2022 | 15 | $6.5M | 887,989 | 2 | 5 | 6 | 0.0% |
| Q4 2021 | 17 | $7.3M | 934,360 | 4 | 5 | 6 | 0.0% |
| Q3 2021 | 14 | $6.6M | 789,238 | 2 | 4 | 8 | 0.0% |
| Q2 2021 | 14 | $8.1M | 853,796 | 1 | 7 | 3 | 0.0% |
| Q1 2021 | 15 | $7.6M | 838,825 | 2 | 3 | 8 | 0.0% |
| Q4 2020 | 15 | $7.9M | 865,372 | 2 | 6 | 4 | 0.0% |
| Q3 2020 | 18 | $6.6M | 931,878 | 5 | 6 | 5 | 0.0% |
| Q2 2020 | 15 | $7.1M | 934,483 | 2 | 8 | 4 | 0.0% |
| Q1 2020 | 17 | $6.1M | 945,545 | 5 | 4 | 5 | 0.0% |
| Q4 2019 | 13 | $9.5M | 795,483 | 1 | 4 | 5 | 0.0% |
| Q3 2019 | 16 | $8.3M | 710,189 | 3 | 7 | 4 | 0.0% |
| Q2 2019 | 19 | $9.0M | 703,788 | 4 | 6 | 3 | 0.0% |
| Q1 2019 | 15 | $7.8M | 618,487 | 1 | 4 | 6 | 0.0% |
| Q4 2018 | 15 | $8.0M | 732,052 | 0 | 0 | 1 | 0.0% |