VERICITY INC (VERY)
Institutional ownership reported to the SEC as of Q2 2024, across 20 quarters.
14
Reporting holders
$4.8M
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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | $1.5M | 130,337 | 0.07% | new | NEW |
| PenderFund Capital Management Ltd. | $797.0K | 50,967 | 0.22% | 3q | -24.4%-$256.7K |
| INSPIRION WEALTH ADVISORS, LLC | $571.5K | 50,004 | 0.09% | 8q | HELD |
| Skandinaviska Enskilda Banken AB (publ) | $538.4K | 47,103 | 0.00% | 3q | HELD |
| VANGUARD GROUP INC | $403.1K | 35,268 | 0.00% | 13q | HELD |
| BlackRock Inc. | $317.8K | 27,807 | 0.00% | 17q | -1.3%-$4.1K |
| MILLENNIUM MANAGEMENT LLC | $302.5K | 26,467 | 0.00% | 2q | +95.6%+$147.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $230.4K | 20,157 | 0.00% | 17q | +1.4%+$3.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $134.6K | 11,772 | 0.00% | 2q | -16.8%-$27.1K |
| MORGAN STANLEY | $8.3K | 726 | 0.00% | 2q | -66.4%-$16.4K |
| BANK OF AMERICA CORP /DE/ | $4.8K | 418 | 0.00% | 3q | -40.6%-$3.3K |
| Tower Research Capital LLC (TRC) | $3.4K | 299 | 0.00% | 6q | +54.1%+$1.2K |
| MACQUARIE GROUP LTD | $1.4K | 125 | 0.00% | 2q | +104.9% |
| HRT FINANCIAL LP | $143 | 12,587 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $138 | 12 | 0.00% | 4q | -99.4%-$23.3K |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2024 | 14 | $4.8M | 401,462 | 1 | 4 | 6 | 0.0% |
| Q1 2024 | 15 | $4.5M | 376,719 | 4 | 5 | 3 | 0.0% |
| Q4 2023 | 13 | $3.5M | 286,564 | 5 | 3 | 3 | 0.0% |
| Q3 2023 | 9 | $1.3M | 214,290 | 1 | 3 | 0 | 0.0% |
| Q2 2023 | 10 | $1.3M | 219,252 | 1 | 2 | 1 | 0.0% |
| Q1 2023 | 11 | $3.9M | 530,903 | 1 | 1 | 1 | 0.0% |
| Q4 2022 | 10 | $3.8M | 506,851 | 2 | 3 | 1 | 0.0% |
| Q3 2022 | 9 | $1.5M | 203,740 | 2 | 2 | 2 | 0.0% |
| Q2 2022 | 7 | $1.1M | 149,326 | 1 | 1 | 1 | 0.0% |
| Q1 2022 | 8 | $944.0K | 148,529 | 0 | 1 | 2 | 0.0% |
| Q4 2021 | 9 | $1.0M | 149,011 | 0 | 3 | 3 | 0.0% |
| Q3 2021 | 10 | $2.0M | 205,689 | 0 | 3 | 3 | 0.0% |
| Q2 2021 | 14 | $2.1M | 219,013 | 6 | 5 | 3 | 0.0% |
| Q1 2021 | 21 | $3.9M | 396,044 | 1 | 5 | 10 | 0.0% |
| Q4 2020 | 24 | $4.3M | 433,565 | 2 | 9 | 9 | 0.0% |
| Q3 2020 | 21 | $3.2M | 318,307 | 0 | 8 | 8 | 0.0% |
| Q2 2020 | 23 | $2.9M | 273,877 | 17 | 1 | 3 | 0.0% |
| Q1 2020 | 8 | $2.1M | 269,967 | 4 | 0 | 1 | 0.0% |
| Q4 2019 | 5 | $2.8M | 220,149 | 0 | 1 | 2 | 0.0% |
| Q3 2019 | 6 | $3.2M | 228,281 | 6 | 0 | 0 | 0.0% |