HolderBook

LIVE OAK CRESTVIEW CLIMATE A (LOCCU)

Institutional ownership reported to the SEC as of Q3 2023, across 9 quarters.

5
Reporting holders
$55.5K
Reported value
0.0%
Held as options
-7
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

FilerValueShares Their book Held Change
CLEAR STREET LLC$53.1K5,0640.00%3q-67.1%-$108.4K
Tower Research Capital LLC (TRC)$1.9K2000.00%2q+100.0%
UBS Group AG$472500.00%newNEW
Virtu Financial LLC$17716,8770.02%2q+15.0%
DUPONT CAPITAL MANAGEMENT CORP$4240.00%4qHELD
MORGAN STANLEY$910.00%4qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20235$55.5K5,3191110.0%
Q2 202312$15.4M787,51631347.5%
Q1 202315$30.5M2,988,8101020.0%
Q4 202213$19.6M1,980,5413220.0%
Q3 202215$29.2M2,987,8531420.0%
Q2 202215$30.0M3,086,4930230.0%
Q1 202222$40.3M4,115,7371170.0%
Q4 202124$73.0M7,161,4065360.0%
Q3 202138$180.6M18,409,85838000.0%