MACQUARIE / FIRST TR GLOBAL (MFD)
Institutional ownership reported to the SEC as of Q3 2024, across 24 quarters.
1
Reporting holders
$16.4K
Reported value
0.0%
Held as options
-30
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 |
|---|---|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | $16.4K | 2,133 | 0.00% | 3q | HELD |
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 2024 | 1 | $16.4K | 2,133 | 0 | 0 | 0 | 0.0% |
| Q2 2024 | 31 | $15.3M | 2,049,726 | 2 | 7 | 12 | 0.0% |
| Q1 2024 | 31 | $18.8M | 2,446,186 | 2 | 14 | 6 | 0.0% |
| Q4 2023 | 30 | $15.2M | 1,940,343 | 7 | 7 | 10 | 0.0% |
| Q3 2023 | 23 | $10.8M | 1,560,775 | 2 | 8 | 8 | 0.0% |
| Q2 2023 | 23 | $9.0M | 1,156,651 | 1 | 9 | 6 | 0.0% |
| Q1 2023 | 27 | $11.0M | 1,322,150 | 3 | 6 | 10 | 0.0% |
| Q4 2022 | 26 | $9.5M | 1,170,215 | 5 | 7 | 6 | 0.0% |
| Q3 2022 | 27 | $10.1M | 1,264,352 | 1 | 10 | 6 | 0.0% |
| Q2 2022 | 31 | $11.2M | 1,272,400 | 4 | 16 | 1 | 0.0% |
| Q1 2022 | 29 | $12.8M | 1,261,922 | 4 | 13 | 7 | 0.0% |
| Q4 2021 | 29 | $12.3M | 1,274,081 | 2 | 10 | 8 | 0.0% |
| Q3 2021 | 29 | $11.6M | 1,223,023 | 4 | 12 | 8 | 0.0% |
| Q2 2021 | 29 | $11.5M | 1,173,369 | 3 | 9 | 7 | 0.0% |
| Q1 2021 | 28 | $11.0M | 1,187,691 | 2 | 6 | 8 | 0.0% |
| Q4 2020 | 29 | $10.2M | 1,221,077 | 5 | 8 | 9 | 0.0% |
| Q3 2020 | 30 | $10.0M | 1,305,198 | 2 | 7 | 15 | 0.0% |
| Q2 2020 | 33 | $11.1M | 1,394,948 | 7 | 15 | 6 | 0.0% |
| Q1 2020 | 30 | $10.7M | 1,416,343 | 6 | 11 | 8 | 0.0% |
| Q4 2019 | 33 | $16.7M | 1,563,222 | 7 | 10 | 5 | 0.0% |
| Q3 2019 | 31 | $13.5M | 1,368,933 | 3 | 13 | 4 | 0.0% |
| Q2 2019 | 29 | $13.1M | 1,259,031 | 9 | 10 | 6 | 0.0% |
| Q1 2019 | 23 | $11.2M | 1,018,770 | 3 | 5 | 8 | 0.0% |
| Q4 2018 | 23 | $9.4M | 979,240 | 0 | 1 | 0 | 0.0% |