LIVE OAK CRESTVIEW CLIMATE A (LOCCWS)
Institutional ownership reported to the SEC as of Q3 2023, across 8 quarters.
31
Reporting holders
$3.3M
Reported value
90.4%
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
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 | 31 | $3.3M | 4,021,501 | 9 | 4 | 4 | 90.4% |
| Q2 2023 | 24 | $3.4M | 3,751,656 | 5 | 1 | 2 | 96.3% |
| Q1 2023 | 20 | $4.5M | 3,665,632 | 1 | 1 | 2 | 71.5% |
| Q4 2022 | 16 | $3.6M | 2,588,178 | 2 | 0 | 1 | 87.1% |
| Q3 2022 | 20 | $4.2M | 3,071,107 | 0 | 2 | 0 | 75.2% |
| Q2 2022 | 20 | $4.0M | 3,110,022 | 2 | 0 | 1 | 78.6% |
| Q1 2022 | 19 | $4.8M | 3,057,972 | 2 | 1 | 2 | 66.9% |
| Q4 2021 | 20 | $9.6M | 2,661,573 | 18 | 0 | 0 | 32.1% |