HARBOR CUSTOM DEVELOPMENT IN (HCDI)
Institutional ownership reported to the SEC as of Q4 2022, across 10 quarters.
17
Reporting holders
$417.8K
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | $122.1K | 329,341 | 0.00% | 9q | -3.7%-$4.6K |
| Intellectus Partners, LLC | $105.2K | 283,770 | 0.04% | 10q | -25.2%-$35.4K |
| BANK OF AMERICA CORP /DE/ | $51.4K | 138,872 | 0.00% | 9q | HELD |
| Koshinski Asset Management, Inc. | $27.8K | 75,000 | 0.00% | 3q | HELD |
| STATE STREET CORP | $24.1K | 61,689 | 0.00% | 7q | HELD |
| Mattern Wealth Management LLC | $18.5K | 50,000 | 0.01% | 2q | HELD |
| CITADEL ADVISORS LLC | $12.0K | 30,715 | 0.00% | 3q | +2.8% |
| Redmond Asset Management, LLC | $10.6K | 28,659 | 0.00% | 8q | +3.9% |
| BlackRock Inc. | $9.2K | 24,800 | 0.00% | 7q | +2.2% |
| Ergoteles LLC | $7.6K | 19,408 | 0.00% | new | NEW |
| UBS Group AG | $7.2K | 19,347 | 0.00% | 2q | +122.3%+$3.9K |
| Sigma Planning Corp | $6.9K | 18,503 | 0.00% | 4q | +12.1% |
| NORTHERN TRUST CORP | $6.7K | 17,978 | 0.00% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1K | 10,427 | 0.00% | 3q | -45.6%-$3.4K |
| StoneX Group Inc. | $4.0K | 10,826 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $645 | 1,739 | 0.00% | 4q | +4.4% |
| GEODE CAPITAL MANAGEMENT, LLC | $34 | 87,310 | 0.00% | 8q | HELD |
| FMR LLC | $6 | 15 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $4 | 11,578 | 0.00% | new | NEW |
| Steward Financial Group LLC | $4 | 12,442 | 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 |
|---|---|---|---|---|---|---|---|
| Q4 2022 | 17 | $417.8K | 1,121,089 | 3 | 6 | 3 | 0.0% |
| Q3 2022 | 17 | $1.1M | 1,290,839 | 3 | 3 | 3 | 0.0% |
| Q2 2022 | 17 | $2.0M | 1,423,309 | 5 | 2 | 6 | 0.0% |
| Q1 2022 | 15 | $3.5M | 1,514,396 | 4 | 2 | 5 | 0.0% |
| Q4 2021 | 16 | $4.5M | 1,702,358 | 4 | 4 | 7 | 0.0% |
| Q3 2021 | 15 | $4.6M | 1,960,492 | 2 | 3 | 3 | 0.0% |
| Q2 2021 | 23 | $7.8M | 2,401,344 | 9 | 8 | 2 | 0.0% |
| Q1 2021 | 20 | $5.5M | 1,733,798 | 13 | 4 | 2 | 0.0% |
| Q4 2020 | 7 | $2.7M | 607,965 | 2 | 3 | 1 | 0.0% |
| Q3 2020 | 9 | $2.0M | 376,198 | 9 | 0 | 0 | 0.0% |