# EQUITY COMWLTH (EQCPRD)

> Institutional ownership reported to the SEC as of Q3 2024, from Form 13F filings. Source: https://holderbook.com/stocks/EQCPRD/

- Reporting holders: 37
- Reported value: $56.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ICON ADVISERS INC/CO](https://holderbook.com/funds/1058470-icon-advisers-inc-co/) | $18.9M | 748,020 | 4.0% | 4 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $11.2M | 443,911 | 0.0% | 1 |
| [BAR HARBOR WEALTH MANAGEMENT](https://holderbook.com/funds/1035463-bar-harbor-wealth-management/) | $5.5M | 216,620 | 0.3% | 10 |
| [GRAHAM CAPITAL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1907528-graham-capital-wealth-management-llc/) | $2.6M | 102,569 | 2.7% | 3 |
| [Uniplan Investment Counsel, Inc.](https://holderbook.com/funds/1520710-uniplan-investment-counsel-inc/) | $2.5M | 98,935 | 0.2% | 9 |
| [Maren Capital LLC](https://holderbook.com/funds/1961415-maren-capital-llc/) | $2.4M | 95,507 | 0.2% | 4 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $1.9M | 76,295 | 0.0% | 12 |
| [PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.](https://holderbook.com/funds/1238990-punch-associates-investment-management-inc/) | $1.9M | 75,450 | 0.1% | 12 |
| [Edgemoor Investment Advisors, Inc.](https://holderbook.com/funds/1313792-edgemoor-investment-advisors-inc/) | $1.9M | 73,928 | 0.2% | 11 |
| [Brookfield Corp /ON/](https://holderbook.com/funds/1001085-brookfield-corp-on/) | $1.6M | 64,286 | 0.0% | 12 |
| [Aurora Investment Counsel](https://holderbook.com/funds/1316397-aurora-investment-counsel/) | $957.3K | 37,914 | 0.5% | 24 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $797.4K | 31,580 | 0.0% | 1 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $733.2K | 29,040 | 0.0% | 9 |
| [Nuveen Asset Management, LLC](https://holderbook.com/funds/1521019-nuveen-asset-management-llc/) | $666.3K | 26,387 | 0.0% | 8 |
| [MANUFACTURERS LIFE INSURANCE COMPANY, THE](https://holderbook.com/funds/928047-manufacturers-life-insurance-company-the/) | $659.1K | 26,104 | 0.0% | 2 |
| [REDMONT WEALTH ADVISORS LLC](https://holderbook.com/funds/1910482-redmont-wealth-advisors-llc/) | $454.5K | 18,000 | 0.7% | 7 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $372.8K | 14,765 | 0.0% | 3 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $242.1K | 9,588 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $165.4K | 6,549 | 0.0% | 12 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $150.0K | 5,941 | 0.0% | 12 |
| [1620 INVESTMENT ADVISORS, INC.](https://holderbook.com/funds/1907281-1620-investment-advisors-inc/) | $130.0K | 5,150 | 0.1% | 2 |
| [CALDWELL SUTTER CAPITAL, INC.](https://holderbook.com/funds/702007-caldwell-sutter-capital-inc/) | $106.0K | 4,200 | 0.0% | 8 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $79.5K | 3,150 | 0.0% | 12 |
| [FIFTH THIRD BANCORP](https://holderbook.com/funds/35527-fifth-third-bancorp/) | $62.4K | 2,471 | 0.0% | 9 |
| [EVERMAY WEALTH MANAGEMENT LLC](https://holderbook.com/funds/1066816-evermay-wealth-management-llc/) | $59.1K | 2,341 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2024 | 37 | $56.3M |
| Q2 2024 | 40 | $49.5M |
| Q1 2024 | 37 | $48.7M |
| Q4 2023 | 37 | $46.6M |
| Q3 2023 | 32 | $32.4M |
| Q2 2023 | 35 | $39.1M |
| Q1 2023 | 35 | $37.2M |
| Q4 2022 | 39 | $36.2M |
| Q3 2022 | 32 | $38.7M |
| Q2 2022 | 32 | $36.8M |
| Q1 2022 | 29 | $38.9M |
| Q4 2021 | 22 | $29.9M |