HolderBook

MOBILITY GLOBAL INC (MBGL)

Institutional ownership reported to the SEC as of Q3 2026, across 2 quarters.

38
Reporting holders
$14.5M
Reported value
0.0%
Calls
0.0%
Puts
-15
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$10.4M608,4540.23%newNEW
Douglas Lane & Associates, LLC$2.1M124,7110.03%newNEW
Applied Capital LLC/FL$1.0M58,8330.40%newNEW
YHB Investment Advisors, Inc.$342.7K19,9820.02%newNEW
Farther Finance Advisors, LLC$202.3K11,7940.00%newNEW
GAMMA Investing LLC$120.9K7,0510.00%newNEW
MassMutual Private Wealth & Trust, FSB$99.3K5,7920.00%newNEW
EASTERN BANK$54.9K3,2000.00%newNEW
Wealth Enhancement Trust Services, Inc.$25.4K1,4830.00%newNEW
CoreCap Advisors, LLC$15.3K8920.00%newNEW
Grove Bank & Trust$14.9K8660.00%newNEW
ACIMA PRIVATE WEALTH, LLC$14.2K8260.00%newNEW
Investors Research Corp$13.5K7870.00%newNEW
Byrne Asset Management LLC$13.5K7620.01%newNEW
Versant Capital Management, Inc$9.9K5780.00%newNEW
Quintet Private Bank (Europe) S.A.$7.5K4400.00%newNEW
Planning Strategies Inc.$5.4K3130.00%newNEW
General Partner, Inc.$3.7K2180.00%newNEW
Central Pacific Bank - Trust Division$3.4K1980.00%newNEW
ATWOOD & PALMER INC$3.3K1950.00%newNEW
GoalVest Advisory LLC$2.3K1330.00%newNEW
Dorato Capital Management$2.1K1200.00%2q-31.8%
TOMPKINS FINANCIAL CORP$2.0K1150.00%newNEW
ELEVATION WEALTH PARTNERS, LLC$1.7K970.00%newNEW
Rosenberg Matthew Hamilton$1.3K750.00%newNEW
NORTH POINT PORTFOLIO MANAGERS CORP/OH$1.2K720.00%newNEW
Bangor Savings Bank$1.2K700.00%newNEW
Bank of New Hampshire$1.1K650.00%newNEW
ARMSTRONG ADVISORY GROUP, INC$1.1K650.00%newNEW
Hickory Point Bank & Trust$995580.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$429250.00%newNEW
Davis Capital Management$13780.00%newNEW
Paladin Partners, LLC$12070.00%newNEW
TOTH FINANCIAL ADVISORY CORP$10360.00%newNEW
BURKETT FINANCIAL SERVICES, LLC$10260.00%newNEW
Bullock Wealth Management Group$7140.00%2qHELD
Retirement Wealth Solutions LLC$6940.00%newNEW
CX Institutional$301,7230.00%newNEW
GK Wealth Management LLC$1710.00%newNEW
Polaris Financial Partners$1360.00%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613GBlackRock, Inc.11.3%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-12PEEK MARK SDirectorBought25,000$487.5K
2026-08-13PEEK MARK SDirectorBought15,000$298.1K
2026-08-11PEEK MARK SDirectorBought10,000$195.0K

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 202638$14.5M848,30636010.0%
Q2 202653$102.8M4,595,52451001.8%