NEW YORK LIFE INVESTMENTS ET (OCEN)
Institutional ownership reported to the SEC as of Q1 2025, across 14 quarters.
3
Reporting holders
$3.9M
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 |
|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $3.9M | 190,000 | 0.04% | 6q | HELD |
| Virtu Financial LLC | $359 | 17,689 | 0.02% | 7q | -3.7% |
| MORGAN STANLEY | $25 | 1 | 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 |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 3 | $3.9M | 207,690 | 1 | 0 | 1 | 0.0% |
| Q4 2024 | 3 | $3.9M | 208,464 | 0 | 1 | 0 | 0.0% |
| Q3 2024 | 4 | $4.5M | 207,242 | 0 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $4.2M | 206,881 | 0 | 0 | 2 | 0.0% |
| Q1 2024 | 4 | $4.3M | 211,037 | 0 | 1 | 0 | 0.0% |
| Q4 2023 | 4 | $4.5M | 199,556 | 1 | 0 | 1 | 0.0% |
| Q3 2023 | 4 | $3.8M | 200,337 | 0 | 0 | 2 | 0.0% |
| Q2 2023 | 4 | $4.3M | 202,706 | 1 | 0 | 1 | 0.0% |
| Q1 2023 | 3 | $5.0M | 230,566 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 4 | $4.7M | 234,428 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 3 | $3.9M | 232,334 | 1 | 1 | 0 | 0.0% |
| Q2 2022 | 2 | $3.8M | 205,446 | 0 | 1 | 0 | 0.0% |
| Q1 2022 | 2 | $4.5M | 199,375 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $4.9M | 190,000 | 1 | 0 | 0 | 0.0% |