PROFESIONALLY MANAGED PORTFO (OCFS)
Institutional ownership reported to the SEC as of Q3 2025, across 5 quarters.
2
Reporting holders
$276.6K
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 |
|---|---|---|---|---|---|
| COMERICA BANK | $232.2K | 8,246 | 0.00% | 5q | -26.3%-$82.8K |
| UBS Group AG | $44.4K | 1,576 | 0.00% | 2q | -35.3%-$24.2K |
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 2025 | 2 | $276.6K | 9,822 | 0 | 0 | 2 | 0.0% |
| Q2 2025 | 2 | $366.8K | 13,622 | 1 | 0 | 1 | 0.0% |
| Q1 2025 | 2 | $513.6K | 21,483 | 1 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $302.1K | 11,603 | 0 | 0 | 0 | 0.0% |
| Q3 2024 | 1 | $315.3K | 11,603 | 1 | 0 | 0 | 0.0% |