PRESTIGE WEALTH INC (PWM)
Institutional ownership reported to the SEC as of Q4 2023, across 2 quarters.
3
Reporting holders
$55.3K
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Mariner, LLC | $31.5K | 15,009 | 0.00% | 2q | HELD |
| BlackRock Inc. | $23.5K | 11,192 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $274 | 130 | 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 |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 3 | $55.3K | 26,331 | 1 | 0 | 0 | 0.0% |
| Q3 2023 | 4 | $91.5K | 27,575 | 4 | 0 | 0 | 0.0% |