Forrester Research Ownership 2024 | Who Owns Forrester Research Now?
Institutional Ownership
40.74%
Insider Ownership
39.79%
Retail Ownership
19.46%
Institutional Holders
75.00
Forrester Research Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ROYCE & ASSOCIATES LP | 12.88% | 0.40% | 2,484,624 | 231,123 | 10.26% | 42,437,378 | Jun 30, 2024 |
BLACKROCK INC. | 4.84% | 0.00% | 933,568 | 15,515 | 1.69% | 15,945,342 | Jun 30, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 3.93% | 0.15% | 757,711 | 42,890 | 6.00% | 12,941,704 | Jun 30, 2024 |
VANGUARD GROUP INC | 3.54% | 0.00% | 683,539 | -274,110 | -28.62% | 11,674,847 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 2.74% | 0.02% | 528,906 | -28,800 | -5.16% | 9,033,714 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 2.49% | 0.00% | 480,044 | -65,065 | -11.94% | 8,199,020 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.50% | 0.00% | 289,916 | 10,507 | 3.76% | 4,952,293 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 1.42% | 0.00% | 274,440 | 157,510 | 134.70% | 4,687,435 | Jun 30, 2024 |
PORTOLAN CAPITAL MANAGEMENT, LLC | 1.37% | 0.37% | 264,877 | -130,761 | -33.05% | 4,524,099 | Jun 30, 2024 |
STATE STREET CORP | 1.30% | 0.00% | 250,592 | -26,443 | -9.54% | 4,280,111,000 | Jun 30, 2024 |
BALLENTINE PARTNERS, LLC | 1.30% | 0.08% | 250,057 | 250,057 | 100.00% | 4,270,974 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 1.20% | 0.01% | 230,848 | 193,116 | 511.81% | 3,940,000 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.89% | 0.00% | 170,900 | - | - | 2,918,972 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.63% | 0.00% | 121,413 | 90,733 | 295.74% | 2,073,734 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.59% | 0.00% | 114,007 | 29,524 | 34.95% | 1,947,240 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.58% | 0.00% | 112,394 | -23,325 | -17.19% | 1,919,690,000 | Jun 30, 2024 |
MORGAN STANLEY | 0.58% | 0.00% | 111,989 | -69,904 | -38.43% | 1,912,771 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.52% | 0.01% | 100,458 | -3,757 | -3.60% | 1,715,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.50% | 0.00% | 95,561 | 18,124 | 23.40% | 1,632,182 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.48% | 0.00% | 93,019 | -1,005 | -1.07% | 1,588,765 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ROYCE & ASSOCIATES LP | 12.88% | 0.40% | 2,484,624 | 231,123 | 10.26% | 42,437,378 | Jun 30, 2024 |
PORTOLAN CAPITAL MANAGEMENT, LLC | 1.37% | 0.37% | 264,877 | -130,761 | -33.05% | 4,524,099 | Jun 30, 2024 |
NUMERAI GP LLC | 0.22% | 0.26% | 42,399 | 32,855 | 344.25% | 724,175 | Jun 30, 2024 |
TOTAL CLARITY WEALTH MANAGEMENT, INC. | 0.15% | 0.17% | 29,299 | 14,574 | 98.97% | 500,427 | Jun 30, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 3.93% | 0.15% | 757,711 | 42,890 | 6.00% | 12,941,704 | Jun 30, 2024 |
CORNERCAP INVESTMENT COUNSEL INC | 0.19% | 0.10% | 37,467 | -1,051 | -2.73% | 639,936 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.38% | 0.09% | 73,390 | 15,292 | 26.32% | 1,254,000 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.02% | 0.08% | 3,394 | 3,394 | 100.00% | 57,970 | Jun 30, 2024 |
WATCHMAN GROUP, INC. | 0.08% | 0.08% | 14,538 | 14,538 | 100.00% | 248,309 | Jun 30, 2024 |
BALLENTINE PARTNERS, LLC | 1.30% | 0.08% | 250,057 | 250,057 | 100.00% | 4,270,974 | Jun 30, 2024 |
PETRUS TRUST COMPANY, LTA | 0.22% | 0.07% | 43,322 | 43,322 | 100.00% | 739,940 | Jun 30, 2024 |
AUXIER ASSET MANAGEMENT | 0.10% | 0.05% | 19,388 | -15,395 | -44.26% | 331,147 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.10% | 0.05% | 18,803 | 2,715 | 16.88% | 321,155 | Jun 30, 2024 |
CAMBIAR INVESTORS LLC | 0.38% | 0.05% | 73,955 | - | - | 1,263,151 | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | 0.08% | 0.04% | 14,863 | 14,863 | 100.00% | 253,860 | Jun 30, 2024 |
QUEST PARTNERS LLC | 0.09% | 0.04% | 17,041 | 15,933 | 1438.00% | 291,060 | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.06% | 0.04% | 10,769 | -3,277 | -23.33% | 183,935 | Jun 30, 2024 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 0.24% | 0.03% | 46,779 | - | - | 799,000 | Jun 30, 2024 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 0.30% | 0.02% | 57,632 | 11,472 | 24.85% | 984,355 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.34% | 0.02% | 66,005 | 41,613 | 170.60% | 1,127,365 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BALLENTINE PARTNERS, LLC | 1.30% | 0.08% | 250,057 | 250,057 | 100.00% | 4,270,974 | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | 12.88% | 0.40% | 2,484,624 | 231,123 | 10.26% | 42,437,378 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 1.20% | 0.01% | 230,848 | 193,116 | 511.81% | 3,940,000 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 1.42% | 0.00% | 274,440 | 157,510 | 134.70% | 4,687,435 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.63% | 0.00% | 121,413 | 90,733 | 295.74% | 2,073,734 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.30% | 0.00% | 58,283 | 58,283 | 100.00% | 995,474 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.47% | 0.00% | 90,167 | 56,861 | 170.72% | 1,540,052 | Jun 30, 2024 |
AXA S.A. | 0.24% | 0.00% | 47,003 | 47,003 | 100.00% | 802,811 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.45% | 0.01% | 86,063 | 45,315 | 111.21% | 1,469,956 | Jun 30, 2024 |
PETRUS TRUST COMPANY, LTA | 0.22% | 0.07% | 43,322 | 43,322 | 100.00% | 739,940 | Jun 30, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 3.93% | 0.15% | 757,711 | 42,890 | 6.00% | 12,941,704 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.22% | 0.00% | 42,743 | 42,743 | 100.00% | 730,050 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.34% | 0.02% | 66,005 | 41,613 | 170.60% | 1,127,365 | Jun 30, 2024 |
NUMERAI GP LLC | 0.22% | 0.26% | 42,399 | 32,855 | 344.25% | 724,175 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.16% | 0.00% | 30,093 | 30,093 | 100.00% | 513,988 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.33% | 0.00% | 63,841 | 29,824 | 87.67% | 1,090,404 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.59% | 0.00% | 114,007 | 29,524 | 34.95% | 1,947,240 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.15% | 0.00% | 28,306 | 28,306 | 100.00% | 483,466 | Jun 30, 2024 |
SEI INVESTMENTS CO | 0.13% | 0.00% | 25,120 | 25,120 | 100.00% | 429,036,000 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.21% | 0.00% | 40,618 | 20,283 | 99.74% | 693,756 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KENT LAKE CAPITAL LLC | - | - | - | -532,152 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | 3.54% | 0.00% | 683,539 | -274,110 | -28.62% | 11,674,847 | Jun 30, 2024 |
PORTOLAN CAPITAL MANAGEMENT, LLC | 1.37% | 0.37% | 264,877 | -130,761 | -33.05% | 4,524,099 | Jun 30, 2024 |
AMERICAN CAPITAL MANAGEMENT INC | - | - | - | -79,955 | -100.00% | - | Jun 30, 2024 |
MORGAN STANLEY | 0.58% | 0.00% | 111,989 | -69,904 | -38.43% | 1,912,771 | Jun 30, 2024 |
ADVISORS PREFERRED, LLC | - | - | - | -68,552 | -100.00% | - | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 2.49% | 0.00% | 480,044 | -65,065 | -11.94% | 8,199,020 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.03% | - | 5,280 | -46,714 | -89.84% | 90,183 | Jun 30, 2024 |
PANAGORA ASSET MANAGEMENT INC | - | - | - | -29,330 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 2.74% | 0.02% | 528,906 | -28,800 | -5.16% | 9,033,714 | Jun 30, 2024 |
STATE STREET CORP | 1.30% | 0.00% | 250,592 | -26,443 | -9.54% | 4,280,111,000 | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -23,810 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.58% | 0.00% | 112,394 | -23,325 | -17.19% | 1,919,690,000 | Jun 30, 2024 |
SWISS NATIONAL BANK | - | - | - | -22,750 | -100.00% | - | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.01% | - | 2,506 | -21,517 | -89.57% | 42,802 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | - | - | - | -16,274 | -100.00% | - | Jun 30, 2024 |
AUXIER ASSET MANAGEMENT | 0.10% | 0.05% | 19,388 | -15,395 | -44.26% | 331,147 | Jun 30, 2024 |
FEDERATED HERMES, INC. | 0.28% | 0.00% | 53,048 | -14,784 | -21.80% | 906,060,000 | Jun 30, 2024 |
JUMP FINANCIAL, LLC | 0.09% | 0.01% | 16,608 | -14,713 | -46.97% | 283,665 | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -14,631 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BALLENTINE PARTNERS, LLC | 1.30% | 0.08% | 250,057 | 250,057 | 100.00% | 4,270,974 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.30% | 0.00% | 58,283 | 58,283 | 100.00% | 995,474 | Jun 30, 2024 |
AXA S.A. | 0.24% | 0.00% | 47,003 | 47,003 | 100.00% | 802,811 | Jun 30, 2024 |
PETRUS TRUST COMPANY, LTA | 0.22% | 0.07% | 43,322 | 43,322 | 100.00% | 739,940 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.22% | 0.00% | 42,743 | 42,743 | 100.00% | 730,050 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.16% | 0.00% | 30,093 | 30,093 | 100.00% | 513,988 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.15% | 0.00% | 28,306 | 28,306 | 100.00% | 483,466 | Jun 30, 2024 |
SEI INVESTMENTS CO | 0.13% | 0.00% | 25,120 | 25,120 | 100.00% | 429,036,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 6,508 | 6,508 | 100.00% | 111,157 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.00% | 6,431 | 6,431 | 100.00% | 109,841 | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | 0.02% | 0.00% | 4,700 | 4,700 | 100.00% | 80,276 | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | 0.00% | 0.00% | 888 | 888 | 100.00% | 15,167 | Jun 30, 2024 |
SIGNATUREFD, LLC | 0.00% | 0.00% | 307 | 307 | 100.00% | 5,244 | Jun 30, 2024 |
LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 211 | 211 | 100.00% | 3,604 | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 2,019 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | - | 10 | 10 | 100.00% | 169 | Jun 30, 2024 |
ROTHSCHILD INVESTMENT LLC | - | - | 5 | 5 | 100.00% | 85 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | - | - | 5 | 5 | 100.00% | 85 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KENT LAKE CAPITAL LLC | - | - | - | -532,152 | -100.00% | - | Jun 30, 2024 |
AMERICAN CAPITAL MANAGEMENT INC | - | - | - | -79,955 | -100.00% | - | Jun 30, 2024 |
ADVISORS PREFERRED, LLC | - | - | - | -68,552 | -100.00% | - | Jun 30, 2024 |
PANAGORA ASSET MANAGEMENT INC | - | - | - | -29,330 | -100.00% | - | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -23,810 | -100.00% | - | Jun 30, 2024 |
SWISS NATIONAL BANK | - | - | - | -22,750 | -100.00% | - | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | - | - | - | -16,274 | -100.00% | - | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -14,631 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -14,454 | -100.00% | - | Jun 30, 2024 |
CENTIVA CAPITAL, LP | - | - | - | -13,176 | -100.00% | - | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -11,342 | -100.00% | - | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -10,525 | -100.00% | - | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | - | - | - | -10,276 | -100.00% | - | Jun 30, 2024 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | - | - | - | -8,774 | -100.00% | - | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -8,607 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,792 | -100.00% | - | Jun 30, 2024 |
CAPITAL IMPACT ADVISORS, LLC | - | - | - | -4,946 | -100.00% | - | Jun 30, 2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | - | - | - | -848 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -698 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -209 | -100.00% | - | Jun 30, 2024 |
BENJAMIN F. EDWARDS & COMPANY, INC. | - | - | - | -84 | -100.00% | - | Jun 30, 2024 |
QUARRY LP | - | - | - | -63 | -100.00% | - | Jun 30, 2024 |
MASSMUTUAL TRUST CO FSB/ADV | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Forrester Research Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
ALLIED ASSET ADVISORS FUNDS | 1.34% | 15,128 | - | - | Feb 29, 2024 |
ROYCE MICRO-CAP TRUST, INC. | 0.39% | 188,829 | - | - | Mar 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.36% | 290,021 | 3,099 | 1.08% | Mar 31, 2024 |
ROYCE FUND | 0.18% | 1,205,418 | 28,882 | 2.45% | Mar 31, 2024 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.18% | 12,873 | 2,993 | 30.29% | Sep 30, 2022 |
MERIDIAN FUND INC | 0.13% | 296,295 | -21,920 | -6.89% | Mar 28, 2024 |
ROYCE CAPITAL FUND | 0.10% | 39,153 | 3,864 | 10.95% | Mar 31, 2024 |
Federated Hermes MDT Series | 0.09% | 217,636 | -33,575 | -13.37% | Jan 31, 2024 |
OBERWEIS FUNDS | 0.06% | 58,000 | - | - | Mar 31, 2024 |
SYNTAX ETF TRUST | 0.04% | 1,297 | - | - | Mar 31, 2024 |
ROYCE GLOBAL VALUE TRUST, INC. | 0.04% | 7,500 | - | - | Mar 31, 2024 |
OSI ETF Trust | 0.04% | 6,585 | - | - | Mar 31, 2022 |
EntrepreneurShares Series Trust | 0.02% | 4,946 | -7,700 | -60.89% | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.02% | 9,338 | - | - | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.02% | 75,625 | 675 | 0.90% | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 58,085 | - | - | Jan 31, 2024 |
FORUM FUNDS | 0.01% | 26,333 | - | - | Mar 31, 2024 |
Humankind Benefit Corp | 0.01% | 241 | - | - | Dec 31, 2023 |
BNY MELLON INDEX FUNDS, INC. | 0.01% | 11,359 | -1,354 | -10.65% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 5,948 | - | - | Mar 31, 2024 |
Advisors Preferred Trust | 0.01% | 68,552 | 68,552 | - | Mar 31, 2024 |
LORD ABBETT SECURITIES TRUST | 0.01% | 37,953 | - | - | Jan 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 3,796 | 248 | 6.99% | Dec 31, 2023 |
IndexIQ ETF Trust | 0.00% | 10,058 | -703 | -6.53% | Jan 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.00% | 14,025 | 217 | 1.57% | Feb 29, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 20,894 | - | - | Mar 31, 2024 |
CULLEN FUNDS TRUST | 0.00% | 7,164 | -3,030 | -29.72% | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 71,000 | -2,000 | -2.74% | Jan 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,716 | - | - | Mar 31, 2024 |
Pacer Funds Trust | 0.00% | 132,946 | - | - | Jan 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 27,776 | -15,703 | -36.12% | Jan 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 11,246 | - | - | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 802,892 | -437,070 | -35.25% | Mar 31, 2024 |
WASATCH FUNDS TRUST | 0.00% | 17,038 | - | - | Mar 31, 2024 |
VANGUARD HORIZON FUNDS | 0.00% | 40,497 | -40,497 | -50.00% | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 381 | - | - | Mar 31, 2024 |
Harbor ETF Trust | 0.00% | 7,403 | -196 | -2.58% | Jan 31, 2024 |
WILLIAM BLAIR FUNDS | 0.00% | 146,739 | - | - | Mar 31, 2024 |
Legg Mason ETF Investment Trust | 0.00% | 2,776 | - | - | Mar 31, 2024 |
TIMOTHY PLAN | 0.00% | 4,761 | - | - | Mar 31, 2024 |
Managed Portfolio Series | 0.00% | 18,955 | - | - | Mar 31, 2024 |
MFS VARIABLE INSURANCE TRUST III | 0.00% | 13,027 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 32,180 | - | - | Jan 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 17,254 | 6,742 | 64.14% | Mar 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 573,520 | 120,531 | 26.61% | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 109,897 | 2,814 | 2.63% | Feb 29, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 27,029 | - | - | Mar 31, 2024 |
SHELTON FUNDS | 0.00% | 760 | - | - | Feb 29, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 90,181 | - | - | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 966 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,954 | - | - | Mar 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 3,198 | 2,498 | 356.86% | Mar 28, 2024 |
STEWARD FUNDS, INC. | 0.00% | 780 | - | - | Jan 31, 2024 |
NEW COVENANT FUNDS | 0.00% | 1,169 | - | - | Dec 31, 2023 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,883 | -558 | -6.61% | Mar 31, 2024 |
OHIO NATIONAL FUND INC | 0.00% | 4,676 | - | - | Mar 31, 2024 |
SunAmerica Specialty Series | 0.00% | 90 | - | - | Apr 30, 2021 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 9,007 | -381 | -4.06% | Dec 31, 2023 |
Dimensional ETF Trust | 0.00% | 72,582 | -2,503 | -3.33% | Jan 31, 2024 |
PRUDENTIAL SERIES FUND | 0.00% | 12,304 | - | - | Mar 28, 2024 |
Forethought Variable Insurance Trust | 0.00% | 642 | - | - | Mar 28, 2024 |
SA FUNDS INVESTMENT TRUST | 0.00% | 2,360 | - | - | Mar 31, 2024 |
Catholic Responsible Investments Funds | 0.00% | 5,408 | -645 | -10.66% | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 4,476 | -741 | -14.20% | Mar 31, 2024 |
GPS Funds I | 0.00% | 751 | - | - | Mar 31, 2024 |
Victory Portfolios II | 0.00% | 7,227 | - | - | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 10,584 | 12 | 0.11% | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 2,322 | 32 | 1.40% | Jan 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 603 | - | - | Mar 31, 2024 |
Global X Funds | 0.00% | 5,000 | - | - | Jan 31, 2024 |
Fidelity Rutland Square Trust II | 0.00% | 137,132 | 56,913 | 70.95% | Feb 29, 2024 |
Lattice Strategies Trust | 0.00% | 167 | - | - | Mar 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 33,797 | -22 | -0.07% | Feb 29, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 74 | -8 | -9.76% | Sep 30, 2023 |
SCHWAB STRATEGIC TRUST | 0.00% | 59,977 | 1,856 | 3.19% | Feb 29, 2024 |
PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 3,083 | - | - | Mar 31, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 10,286 | - | - | Mar 28, 2024 |
KP Funds | 0.00% | 3,826 | - | - | Sep 30, 2020 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 347 | - | - | Mar 31, 2024 |
NORTHERN FUNDS | 0.00% | 11,461 | 504 | 4.60% | Mar 28, 2024 |
Goldman Sachs ETF Trust | 0.00% | 7,386 | -288 | -3.75% | Feb 29, 2024 |
Tidal ETF Trust | 0.00% | 973 | - | - | Jan 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 178 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 4,200 | - | - | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 6,454 | -22 | -0.34% | Feb 29, 2024 |
FLEXSHARES TRUST | 0.00% | 4,316 | 1,452 | 50.70% | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 652 | - | - | Mar 31, 2024 |
Trust for Advised Portfolios | 0.00% | 1,060 | - | - | Dec 31, 2023 |
VANGUARD WORLD FUND | 0.00% | 12,388 | 891 | 7.75% | Feb 29, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 2,020 | - | - | Mar 31, 2024 |
THRIVENT MUTUAL FUNDS | 0.00% | 3,868 | - | - | Mar 28, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 4,413 | - | - | Mar 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 8,650 | 321 | 3.85% | Feb 29, 2024 |
STERLING CAPITAL FUNDS | 0.00% | 769 | - | - | Mar 28, 2024 |
PACE SELECT ADVISORS TRUST | 0.00% | 11,533 | - | - | Jan 31, 2024 |
Northern Lights Fund Trust IV | 0.00% | 11,549 | - | - | Jan 31, 2024 |
iSHARES TRUST | 0.00% | 443,406 | -976,375 | -68.77% | Mar 31, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 53,494 | 6,495 | 13.82% | Feb 29, 2024 |
RYDEX SERIES FUNDS | 0.00% | 107 | - | - | Dec 31, 2023 |
EQ ADVISORS TRUST | 0.00% | 29,058 | -68 | -0.23% | Mar 31, 2024 |
Forrester Research Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 75 | -29.91% |
31 Mar, 24 | 107 | 2.88% |
31 Dec, 23 | 104 | -2.80% |
30 Sep, 23 | 107 | 2.88% |
30 Jun, 23 | 104 | -15.45% |
31 Mar, 23 | 123 | -4.65% |
31 Dec, 22 | 129 | 4.88% |
30 Sep, 22 | 123 | -6.82% |
30 Jun, 22 | 132 | - |
31 Mar, 22 | 132 | -1.49% |
31 Dec, 21 | 134 | 13.56% |
30 Sep, 21 | 118 | 14.56% |
30 Jun, 21 | 103 | 6.19% |
31 Mar, 21 | 97 | -3.96% |
31 Dec, 20 | 101 | 9.78% |
30 Sep, 20 | 92 | -3.16% |
30 Jun, 20 | 95 | -4.04% |
31 Mar, 20 | 99 | -14.66% |
31 Dec, 19 | 116 | - |
30 Sep, 19 | 116 | -8.66% |
30 Jun, 19 | 127 | -3.79% |
31 Mar, 19 | 132 | 8.20% |
31 Dec, 18 | 122 | 7.96% |
30 Sep, 18 | 113 | -5.04% |
30 Jun, 18 | 119 | 0.85% |
31 Mar, 18 | 118 | 0.85% |
31 Dec, 17 | 117 | 2.63% |
30 Sep, 17 | 114 | -4.20% |
30 Jun, 17 | 119 | -1.65% |
31 Mar, 17 | 121 | -2.42% |
31 Dec, 16 | 124 | 8.77% |
30 Sep, 16 | 114 | 9.62% |
30 Jun, 16 | 104 | 6.12% |
31 Mar, 16 | 98 | - |
31 Dec, 15 | 98 | -2.00% |
30 Sep, 15 | 100 | 1.01% |
30 Jun, 15 | 99 | - |
31 Mar, 15 | 99 | 5.32% |
31 Dec, 14 | 94 | -1.05% |
30 Sep, 14 | 95 | -1.04% |
30 Jun, 14 | 96 | 1.05% |
31 Mar, 14 | 95 | 3.26% |
31 Dec, 13 | 92 | -7.07% |
30 Sep, 13 | 99 | -3.88% |
30 Jun, 13 | 103 | 186.11% |
31 Mar, 13 | 36 | -7.69% |
31 Dec, 12 | 39 | -7.14% |
30 Sep, 12 | 42 | -12.50% |
30 Jun, 12 | 48 | 17.07% |
31 Mar, 12 | 41 | -4.65% |
31 Dec, 11 | 43 | 22.86% |
30 Sep, 11 | 35 | -12.50% |
30 Jun, 11 | 40 | -2.44% |
31 Mar, 11 | 41 | 36.67% |
31 Dec, 10 | 30 | -6.25% |
30 Sep, 10 | 32 | 3.23% |
30 Jun, 10 | 31 | 14.81% |
31 Mar, 10 | 27 | -18.18% |
31 Dec, 09 | 33 | 13.79% |
30 Sep, 09 | 29 | - |
30 Jun, 09 | 29 | 11.54% |
31 Mar, 09 | 26 | -25.71% |
31 Dec, 08 | 35 | 25.00% |
30 Sep, 08 | 28 | 27.27% |
30 Jun, 08 | 22 | 10.00% |
31 Mar, 08 | 20 | - |
31 Dec, 07 | 20 | 11.11% |
30 Sep, 07 | 18 | -18.18% |
30 Jun, 07 | 22 | 29.41% |
31 Mar, 07 | 17 | -46.88% |
31 Dec, 06 | 32 | 14.29% |
30 Sep, 06 | 28 | 21.74% |
30 Jun, 06 | 23 | 53.33% |
31 Mar, 06 | 15 | -6.25% |
31 Dec, 05 | 16 | -11.11% |
30 Sep, 05 | 18 | -5.26% |
30 Jun, 05 | 19 | -24.00% |
31 Mar, 05 | 25 | 56.25% |
31 Dec, 04 | 16 | 23.08% |
30 Sep, 04 | 13 | -18.75% |
30 Jun, 04 | 16 | -5.88% |
31 Mar, 04 | 17 | 30.77% |
31 Dec, 03 | 13 | 8.33% |
30 Sep, 03 | 12 | 9.09% |
30 Jun, 03 | 11 | 10.00% |
31 Mar, 03 | 10 | 11.11% |
31 Dec, 02 | 9 | - |
30 Sep, 02 | 9 | 12.50% |
30 Jun, 02 | 8 | -27.27% |
31 Mar, 02 | 11 | - |
31 Dec, 01 | 11 | 10.00% |
30 Sep, 01 | 10 | -16.67% |
30 Jun, 01 | 12 | - |
31 Mar, 01 | 12 | -29.41% |
31 Dec, 00 | 17 | 13.33% |
30 Sep, 00 | 15 | -21.05% |
30 Jun, 00 | 19 | 90.00% |
31 Mar, 00 | 10 | 233.33% |
31 Dec, 99 | 3 | -25.00% |
30 Sep, 99 | 4 | -33.33% |
30 Jun, 99 | 6 | 20.00% |
31 Mar, 99 | 5 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 7,857,192 | -23.37% |
31 Mar, 24 | 10,252,867 | -3.77% |
31 Dec, 23 | 10,654,810 | 0.88% |
30 Sep, 23 | 10,562,256 | -1.79% |
30 Jun, 23 | 10,755,068 | -0.08% |
31 Mar, 23 | 10,764,163 | 1.30% |
31 Dec, 22 | 10,625,777 | 0.95% |
30 Sep, 22 | 10,525,952 | 0.13% |
30 Jun, 22 | 10,512,677 | 0.30% |
31 Mar, 22 | 10,481,347 | -0.82% |
31 Dec, 21 | 10,568,006 | -1.50% |
30 Sep, 21 | 10,728,865 | -1.98% |
30 Jun, 21 | 10,945,589 | -0.84% |
31 Mar, 21 | 11,037,975 | -0.12% |
31 Dec, 20 | 11,051,290 | 1.15% |
30 Sep, 20 | 10,925,560 | 0.38% |
30 Jun, 20 | 10,883,786 | 0.77% |
31 Mar, 20 | 10,800,109 | 2.58% |
31 Dec, 19 | 10,528,185 | 4.09% |
30 Sep, 19 | 10,114,576 | -4.98% |
30 Jun, 19 | 10,644,597 | 0.45% |
31 Mar, 19 | 10,596,453 | -0.41% |
31 Dec, 18 | 10,640,573 | -3.58% |
30 Sep, 18 | 11,035,919 | -0.23% |
30 Jun, 18 | 11,061,093 | 2.17% |
31 Mar, 18 | 10,826,181 | 0.23% |
31 Dec, 17 | 10,801,212 | 5.58% |
30 Sep, 17 | 10,230,006 | 7.05% |
30 Jun, 17 | 9,556,288 | -2.36% |
31 Mar, 17 | 9,787,579 | -3.31% |
31 Dec, 16 | 10,122,315 | 1.44% |
30 Sep, 16 | 9,978,413 | 5.56% |
30 Jun, 16 | 9,452,509 | -2.41% |
31 Mar, 16 | 9,686,359 | 1.05% |
31 Dec, 15 | 9,585,584 | -40.40% |
30 Sep, 15 | 16,083,673 | 66.57% |
30 Jun, 15 | 9,655,671 | -1.96% |
31 Mar, 15 | 9,848,407 | -2.05% |
31 Dec, 14 | 10,054,400 | -1.58% |
30 Sep, 14 | 10,215,534 | -2.24% |
30 Jun, 14 | 10,449,369 | -6.11% |
31 Mar, 14 | 11,129,952 | -7.24% |
31 Dec, 13 | 11,998,162 | -16.71% |
30 Sep, 13 | 14,405,970 | 17.42% |
30 Jun, 13 | 12,268,582 | 68.65% |
31 Mar, 13 | 7,274,694 | -7.98% |
31 Dec, 12 | 7,905,686 | 9.54% |
30 Sep, 12 | 7,217,007 | 13.57% |
30 Jun, 12 | 6,354,585 | -54.17% |
31 Mar, 12 | 13,866,429 | 7.26% |
31 Dec, 11 | 12,927,933 | -17.37% |
30 Sep, 11 | 15,645,900 | 9.65% |
30 Jun, 11 | 14,268,354 | -5.07% |
31 Mar, 11 | 15,031,132 | 35.07% |
31 Dec, 10 | 11,128,786 | 2.67% |
30 Sep, 10 | 10,839,092 | -7.73% |
30 Jun, 10 | 11,747,108 | 6.49% |
31 Mar, 10 | 11,031,587 | -15.90% |
31 Dec, 09 | 13,116,723 | 14.71% |
30 Sep, 09 | 11,434,535 | -0.94% |
30 Jun, 09 | 11,542,879 | 7.48% |
31 Mar, 09 | 10,739,663 | -10.91% |
31 Dec, 08 | 12,054,407 | 14.27% |
30 Sep, 08 | 10,549,373 | 658.02% |
30 Jun, 08 | 1,391,706 | -7.02% |
31 Mar, 08 | 1,496,786 | -40.25% |
31 Dec, 07 | 2,504,994 | -8.12% |
30 Sep, 07 | 2,726,304 | 28.34% |
30 Jun, 07 | 2,124,294 | 6.08% |
31 Mar, 07 | 2,002,584 | -38.05% |
31 Dec, 06 | 3,232,732 | -4.48% |
30 Sep, 06 | 3,384,249 | -8.45% |
30 Jun, 06 | 3,696,588 | 34.90% |
31 Mar, 06 | 2,740,257 | 28.71% |
31 Dec, 05 | 2,128,956 | -91.18% |
30 Sep, 05 | 24,147,366 | 971.81% |
30 Jun, 05 | 2,252,942 | -90.79% |
31 Mar, 05 | 24,450,793 | 2066.42% |
31 Dec, 04 | 1,128,629 | -25.79% |
30 Sep, 04 | 1,520,952 | -12.94% |
30 Jun, 04 | 1,747,069 | 19.94% |
31 Mar, 04 | 1,456,622 | 79.27% |
31 Dec, 03 | 812,532 | 14.67% |
30 Sep, 03 | 708,575 | 6.27% |
30 Jun, 03 | 666,739 | -12.98% |
31 Mar, 03 | 766,154 | -6.65% |
31 Dec, 02 | 820,740 | -61.50% |
30 Sep, 02 | 2,131,766 | 269.58% |
30 Jun, 02 | 576,812 | -73.32% |
31 Mar, 02 | 2,162,252 | 88.63% |
31 Dec, 01 | 1,146,275 | 24.96% |
30 Sep, 01 | 917,347 | -46.57% |
30 Jun, 01 | 1,716,841 | 23.28% |
31 Mar, 01 | 1,392,679 | -16.15% |
31 Dec, 00 | 1,660,992 | -5.80% |
30 Sep, 00 | 1,763,262 | 96.49% |
30 Jun, 00 | 897,386 | 50.09% |
31 Mar, 00 | 597,918 | 231.06% |
31 Dec, 99 | 180,609 | -75.77% |
30 Sep, 99 | 745,413 | 5.49% |
30 Jun, 99 | 706,611 | 225.36% |
31 Mar, 99 | 217,176 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 40.74% | 1.44% |
31 Mar, 24 | 53.16% | 1.73% |
31 Dec, 23 | 55.38% | 1.83% |
30 Sep, 23 | 55.04% | 1.75% |
30 Jun, 23 | 56.04% | 1.77% |
31 Mar, 23 | 56.33% | 1.79% |
31 Dec, 22 | 56.02% | 1.82% |
30 Sep, 22 | 55.52% | 1.79% |
30 Jun, 22 | 55.71% | 1.83% |
31 Mar, 22 | 55.20% | 1.81% |
31 Dec, 21 | 55.30% | 1.76% |
30 Sep, 21 | 56.07% | 1.71% |
30 Jun, 21 | 57.23% | 1.71% |
31 Mar, 21 | 57.91% | 1.71% |
31 Dec, 20 | 58.25% | 1.72% |
30 Sep, 20 | 58.11% | 1.73% |
30 Jun, 20 | 58.02% | 1.74% |
31 Mar, 20 | 57.74% | 1.78% |
31 Dec, 19 | 56.93% | 1.80% |
30 Sep, 19 | 56.21% | 1.69% |
30 Jun, 19 | 57.74% | 1.71% |
31 Mar, 19 | 58.09% | 1.68% |
31 Dec, 18 | 58.82% | 1.58% |
30 Sep, 18 | 61.01% | 1.61% |
30 Jun, 18 | 61.57% | 1.58% |
31 Mar, 18 | 62.47% | 1.72% |
31 Dec, 17 | 60.28% | 1.81% |
30 Sep, 17 | 57.64% | 1.98% |
30 Jun, 17 | 53.94% | 1.87% |
31 Mar, 17 | 53.69% | 1.69% |
31 Dec, 16 | 56.29% | 1.84% |
30 Sep, 16 | 55.25% | 1.97% |
30 Jun, 16 | 52.92% | 1.78% |
31 Mar, 16 | 54.53% | 1.91% |
31 Dec, 15 | 53.47% | 0.66% |
30 Sep, 15 | 89.89% | 3.13% |
30 Jun, 15 | 53.62% | 1.80% |
31 Mar, 15 | 54.54% | 1.79% |
31 Dec, 14 | 55.26% | 1.77% |
30 Sep, 14 | 55.86% | 1.80% |
30 Jun, 14 | 55.71% | 1.73% |
31 Mar, 14 | 56.75% | 1.72% |
31 Dec, 13 | 57.51% | 1.12% |
30 Sep, 13 | 71.61% | 2.15% |
30 Jun, 13 | 57.72% | 5.43% |
31 Mar, 13 | 32.61% | 2.64% |
31 Dec, 12 | 35.14% | 3.38% |
30 Sep, 12 | 32.22% | 4.07% |
30 Jun, 12 | 28.14% | 0.76% |
31 Mar, 12 | 60.98% | 1.87% |
31 Dec, 11 | 57.04% | 1.19% |
30 Sep, 11 | 69.17% | 1.75% |
30 Jun, 11 | 62.90% | 1.44% |
31 Mar, 11 | 66.18% | 2.70% |
31 Dec, 10 | 49.51% | 2.13% |
30 Sep, 10 | 48.26% | 1.77% |
30 Jun, 10 | 52.17% | 2.15% |
31 Mar, 10 | 49.27% | 1.43% |
31 Dec, 09 | 58.63% | 2.28% |
30 Sep, 09 | 50.68% | 1.96% |
30 Jun, 09 | 50.84% | 2.32% |
31 Mar, 09 | 46.80% | 1.71% |
31 Dec, 08 | 52.27% | 2.52% |
30 Sep, 08 | 45.54% | 123.92% |
30 Jun, 08 | 6.06% | 14.37% |
31 Mar, 08 | 6.49% | 5.51% |
31 Dec, 07 | 10.86% | 7.77% |
30 Sep, 07 | 11.82% | 13.94% |
30 Jun, 07 | 9.21% | 12.21% |
31 Mar, 07 | 8.69% | 4.09% |
31 Dec, 06 | 14.57% | 6.52% |
30 Sep, 06 | 14.95% | 5.29% |
30 Jun, 06 | 16.81% | 10.05% |
31 Mar, 06 | 12.93% | 12.81% |
31 Dec, 05 | 10.05% | 0.08% |
30 Sep, 05 | 113.44% | 103.41% |
30 Jun, 05 | 10.47% | 0.08% |
31 Mar, 05 | 113.14% | 414.82% |
31 Dec, 04 | 5.22% | 10.88% |
30 Sep, 04 | 6.93% | 11.06% |
30 Jun, 04 | 7.91% | 18.47% |
31 Mar, 04 | 6.55% | 50.44% |
31 Dec, 03 | 3.60% | 36.20% |
30 Sep, 03 | 3.15% | 35.97% |
30 Jun, 03 | 2.96% | 26.09% |
31 Mar, 03 | 3.37% | 25.86% |
31 Dec, 02 | 3.61% | 4.30% |
30 Sep, 02 | 9.16% | 150.22% |
30 Jun, 02 | 2.47% | 2.83% |
31 Mar, 02 | 9.34% | 37.57% |
31 Dec, 01 | 4.99% | 30.57% |
30 Sep, 01 | 4.04% | 6.91% |
30 Jun, 01 | 7.65% | 19.18% |
31 Mar, 01 | 6.31% | 10.08% |
31 Dec, 00 | 7.91% | 11.66% |
30 Sep, 00 | 8.24% | 44.66% |
30 Jun, 00 | 4.29% | 47.81% |
31 Mar, 00 | 3.00% | 298.64% |
31 Dec, 99 | 1.00% | 5.92% |
30 Sep, 99 | 4.11% | 23.59% |
30 Jun, 99 | 4.18% | 270.86% |
31 Mar, 99 | 1.24% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 47 | -21.67% |
31 Mar, 24 | 60 | 27.66% |
31 Dec, 23 | 47 | 20.51% |
30 Sep, 23 | 39 | -26.42% |
30 Jun, 23 | 53 | - |
31 Mar, 23 | 53 | -25.35% |
31 Dec, 22 | 71 | 12.70% |
30 Sep, 22 | 63 | 3.28% |
30 Jun, 22 | 61 | 5.17% |
31 Mar, 22 | 58 | -21.62% |
31 Dec, 21 | 74 | 25.42% |
30 Sep, 21 | 59 | 31.11% |
30 Jun, 21 | 45 | 12.50% |
31 Mar, 21 | 40 | -13.04% |
31 Dec, 20 | 46 | 24.32% |
30 Sep, 20 | 37 | -11.90% |
30 Jun, 20 | 42 | 2.44% |
31 Mar, 20 | 41 | -26.79% |
31 Dec, 19 | 56 | -6.67% |
30 Sep, 19 | 60 | 3.45% |
30 Jun, 19 | 58 | -19.44% |
31 Mar, 19 | 72 | 12.50% |
31 Dec, 18 | 64 | 28.00% |
30 Sep, 18 | 50 | -12.28% |
30 Jun, 18 | 57 | 3.64% |
31 Mar, 18 | 55 | 3.77% |
31 Dec, 17 | 53 | 3.92% |
30 Sep, 17 | 51 | -12.07% |
30 Jun, 17 | 58 | -3.33% |
31 Mar, 17 | 60 | -4.76% |
31 Dec, 16 | 63 | -3.08% |
30 Sep, 16 | 65 | 71.05% |
30 Jun, 16 | 38 | -25.49% |
31 Mar, 16 | 51 | 37.84% |
31 Dec, 15 | 37 | -17.78% |
30 Sep, 15 | 45 | 2.27% |
30 Jun, 15 | 44 | -13.73% |
31 Mar, 15 | 51 | 41.67% |
31 Dec, 14 | 36 | 12.50% |
30 Sep, 14 | 32 | 14.29% |
30 Jun, 14 | 28 | -26.32% |
31 Mar, 14 | 38 | -5.00% |
31 Dec, 13 | 40 | -20.00% |
30 Sep, 13 | 50 | -35.06% |
30 Jun, 13 | 77 | 220.83% |
31 Mar, 13 | 24 | 9.09% |
31 Dec, 12 | 22 | -15.38% |
30 Sep, 12 | 26 | 8.33% |
30 Jun, 12 | 24 | 4.35% |
31 Mar, 12 | 23 | -17.86% |
31 Dec, 11 | 28 | 55.56% |
30 Sep, 11 | 18 | -18.18% |
30 Jun, 11 | 22 | -12.00% |
31 Mar, 11 | 25 | 25.00% |
31 Dec, 10 | 20 | 5.26% |
30 Sep, 10 | 19 | 5.56% |
30 Jun, 10 | 18 | 63.64% |
31 Mar, 10 | 11 | -47.62% |
31 Dec, 09 | 21 | 23.53% |
30 Sep, 09 | 17 | -5.56% |
30 Jun, 09 | 18 | 12.50% |
31 Mar, 09 | 16 | -40.74% |
31 Dec, 08 | 27 | 42.11% |
30 Sep, 08 | 19 | 58.33% |
30 Jun, 08 | 12 | 20.00% |
31 Mar, 08 | 10 | - |
31 Dec, 07 | 10 | -9.09% |
30 Sep, 07 | 11 | -15.38% |
30 Jun, 07 | 13 | 30.00% |
31 Mar, 07 | 10 | -54.55% |
31 Dec, 06 | 22 | - |
30 Sep, 06 | 22 | 57.14% |
30 Jun, 06 | 14 | 40.00% |
31 Mar, 06 | 10 | - |
31 Dec, 05 | 10 | -9.09% |
30 Sep, 05 | 11 | 37.50% |
30 Jun, 05 | 8 | -57.89% |
31 Mar, 05 | 19 | 72.73% |
31 Dec, 04 | 11 | 266.67% |
30 Sep, 04 | 3 | -50.00% |
30 Jun, 04 | 6 | -50.00% |
31 Mar, 04 | 12 | 50.00% |
31 Dec, 03 | 8 | 14.29% |
30 Sep, 03 | 7 | -12.50% |
30 Jun, 03 | 8 | 33.33% |
31 Mar, 03 | 6 | - |
31 Dec, 02 | 6 | - |
30 Sep, 02 | 6 | 50.00% |
30 Jun, 02 | 4 | -50.00% |
31 Mar, 02 | 8 | - |
31 Dec, 01 | 8 | -20.00% |
30 Sep, 01 | 10 | 42.86% |
30 Jun, 01 | 7 | -12.50% |
31 Mar, 01 | 8 | -20.00% |
31 Dec, 00 | 10 | - |
30 Sep, 00 | 10 | -37.50% |
30 Jun, 00 | 16 | 60.00% |
31 Mar, 00 | 10 | 900.00% |
31 Dec, 99 | 1 | -75.00% |
30 Sep, 99 | 4 | - |
30 Jun, 99 | 4 | -20.00% |
31 Mar, 99 | 5 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 22 | -37.14% |
31 Mar, 24 | 35 | -18.60% |
31 Dec, 23 | 43 | -14.00% |
30 Sep, 23 | 50 | 28.21% |
30 Jun, 23 | 39 | -23.53% |
31 Mar, 23 | 51 | 27.50% |
31 Dec, 22 | 40 | 5.26% |
30 Sep, 22 | 38 | -26.92% |
30 Jun, 22 | 52 | -7.14% |
31 Mar, 22 | 56 | 51.35% |
31 Dec, 21 | 37 | 5.71% |
30 Sep, 21 | 35 | -7.89% |
30 Jun, 21 | 38 | -7.32% |
31 Mar, 21 | 41 | 20.59% |
31 Dec, 20 | 34 | 3.03% |
30 Sep, 20 | 33 | -13.16% |
30 Jun, 20 | 38 | - |
31 Mar, 20 | 38 | -5.00% |
31 Dec, 19 | 40 | 33.33% |
30 Sep, 19 | 30 | -25.00% |
30 Jun, 19 | 40 | 29.03% |
31 Mar, 19 | 31 | -22.50% |
31 Dec, 18 | 40 | 17.65% |
30 Sep, 18 | 34 | -8.11% |
30 Jun, 18 | 37 | -5.13% |
31 Mar, 18 | 39 | -15.22% |
31 Dec, 17 | 46 | 21.05% |
30 Sep, 17 | 38 | 2.70% |
30 Jun, 17 | 37 | 2.78% |
31 Mar, 17 | 36 | 5.88% |
31 Dec, 16 | 34 | 70.00% |
30 Sep, 16 | 20 | -37.50% |
30 Jun, 16 | 32 | 14.29% |
31 Mar, 16 | 28 | -28.21% |
31 Dec, 15 | 39 | -2.50% |
30 Sep, 15 | 40 | 2.56% |
30 Jun, 15 | 39 | 30.00% |
31 Mar, 15 | 30 | -14.29% |
31 Dec, 14 | 35 | -27.08% |
30 Sep, 14 | 48 | -5.88% |
30 Jun, 14 | 51 | 24.39% |
31 Mar, 14 | 41 | 2.50% |
31 Dec, 13 | 40 | 8.11% |
30 Sep, 13 | 37 | 68.18% |
30 Jun, 13 | 22 | 214.29% |
31 Mar, 13 | 7 | -41.67% |
31 Dec, 12 | 12 | 50.00% |
30 Sep, 12 | 8 | -52.94% |
30 Jun, 12 | 17 | 70.00% |
31 Mar, 12 | 10 | 11.11% |
31 Dec, 11 | 9 | - |
30 Sep, 11 | 9 | -18.18% |
30 Jun, 11 | 11 | - |
31 Mar, 11 | 11 | 120.00% |
31 Dec, 10 | 5 | -50.00% |
30 Sep, 10 | 10 | -9.09% |
30 Jun, 10 | 11 | 37.50% |
31 Mar, 10 | 8 | 14.29% |
31 Dec, 09 | 7 | 40.00% |
30 Sep, 09 | 5 | -28.57% |
30 Jun, 09 | 7 | -12.50% |
31 Mar, 09 | 8 | 60.00% |
31 Dec, 08 | 5 | -16.67% |
30 Sep, 08 | 6 | -14.29% |
30 Jun, 08 | 7 | - |
31 Mar, 08 | 7 | -22.22% |
31 Dec, 07 | 9 | 200.00% |
30 Sep, 07 | 3 | -40.00% |
30 Jun, 07 | 5 | 66.67% |
31 Mar, 07 | 3 | -62.50% |
31 Dec, 06 | 8 | 60.00% |
30 Sep, 06 | 5 | -28.57% |
30 Jun, 06 | 7 | 133.33% |
31 Mar, 06 | 3 | - |
31 Dec, 05 | 3 | -40.00% |
30 Sep, 05 | 5 | -54.55% |
30 Jun, 05 | 11 | 450.00% |
31 Mar, 05 | 2 | - |
31 Dec, 04 | 2 | -66.67% |
30 Sep, 04 | 6 | -25.00% |
30 Jun, 04 | 8 | 166.67% |
31 Mar, 04 | 3 | - |
31 Dec, 03 | 3 | 50.00% |
30 Sep, 03 | 2 | 100.00% |
30 Jun, 03 | 1 | -50.00% |
31 Mar, 03 | 2 | 100.00% |
31 Dec, 02 | 1 | -50.00% |
30 Sep, 02 | 2 | - |
30 Jun, 02 | 2 | - |
31 Mar, 02 | - | -100.00% |
31 Dec, 01 | 3 | - |
30 Sep, 01 | - | -100.00% |
30 Jun, 01 | 4 | 33.33% |
31 Mar, 01 | 3 | - |
31 Dec, 00 | 3 | - |
30 Sep, 00 | 3 | - |
30 Jun, 00 | 3 | - |
31 Mar, 00 | - | -100.00% |
31 Dec, 99 | 2 | - |
30 Sep, 99 | - | -100.00% |
30 Jun, 99 | 1 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 75 | -29.91% | 7,857,192 | -23.37% | 40.74% | 1.44% | 47 | -21.67% | 22 | -37.14% |
31 Mar, 24 | 107 | 2.88% | 10,252,867 | -3.77% | 53.16% | 1.73% | 60 | 27.66% | 35 | -18.60% |
31 Dec, 23 | 104 | -2.80% | 10,654,810 | 0.88% | 55.38% | 1.83% | 47 | 20.51% | 43 | -14.00% |
30 Sep, 23 | 107 | 2.88% | 10,562,256 | -1.79% | 55.04% | 1.75% | 39 | -26.42% | 50 | 28.21% |
30 Jun, 23 | 104 | -15.45% | 10,755,068 | -0.08% | 56.04% | 1.77% | 53 | - | 39 | -23.53% |
31 Mar, 23 | 123 | -4.65% | 10,764,163 | 1.30% | 56.33% | 1.79% | 53 | -25.35% | 51 | 27.50% |
31 Dec, 22 | 129 | 4.88% | 10,625,777 | 0.95% | 56.02% | 1.82% | 71 | 12.70% | 40 | 5.26% |
30 Sep, 22 | 123 | -6.82% | 10,525,952 | 0.13% | 55.52% | 1.79% | 63 | 3.28% | 38 | -26.92% |
30 Jun, 22 | 132 | - | 10,512,677 | 0.30% | 55.71% | 1.83% | 61 | 5.17% | 52 | -7.14% |
31 Mar, 22 | 132 | -1.49% | 10,481,347 | -0.82% | 55.20% | 1.81% | 58 | -21.62% | 56 | 51.35% |
31 Dec, 21 | 134 | 13.56% | 10,568,006 | -1.50% | 55.30% | 1.76% | 74 | 25.42% | 37 | 5.71% |
30 Sep, 21 | 118 | 14.56% | 10,728,865 | -1.98% | 56.07% | 1.71% | 59 | 31.11% | 35 | -7.89% |
30 Jun, 21 | 103 | 6.19% | 10,945,589 | -0.84% | 57.23% | 1.71% | 45 | 12.50% | 38 | -7.32% |
31 Mar, 21 | 97 | -3.96% | 11,037,975 | -0.12% | 57.91% | 1.71% | 40 | -13.04% | 41 | 20.59% |
31 Dec, 20 | 101 | 9.78% | 11,051,290 | 1.15% | 58.25% | 1.72% | 46 | 24.32% | 34 | 3.03% |
30 Sep, 20 | 92 | -3.16% | 10,925,560 | 0.38% | 58.11% | 1.73% | 37 | -11.90% | 33 | -13.16% |
30 Jun, 20 | 95 | -4.04% | 10,883,786 | 0.77% | 58.02% | 1.74% | 42 | 2.44% | 38 | - |
31 Mar, 20 | 99 | -14.66% | 10,800,109 | 2.58% | 57.74% | 1.78% | 41 | -26.79% | 38 | -5.00% |
31 Dec, 19 | 116 | - | 10,528,185 | 4.09% | 56.93% | 1.80% | 56 | -6.67% | 40 | 33.33% |
30 Sep, 19 | 116 | -8.66% | 10,114,576 | -4.98% | 56.21% | 1.69% | 60 | 3.45% | 30 | -25.00% |
30 Jun, 19 | 127 | -3.79% | 10,644,597 | 0.45% | 57.74% | 1.71% | 58 | -19.44% | 40 | 29.03% |
31 Mar, 19 | 132 | 8.20% | 10,596,453 | -0.41% | 58.09% | 1.68% | 72 | 12.50% | 31 | -22.50% |
31 Dec, 18 | 122 | 7.96% | 10,640,573 | -3.58% | 58.82% | 1.58% | 64 | 28.00% | 40 | 17.65% |
30 Sep, 18 | 113 | -5.04% | 11,035,919 | -0.23% | 61.01% | 1.61% | 50 | -12.28% | 34 | -8.11% |
30 Jun, 18 | 119 | 0.85% | 11,061,093 | 2.17% | 61.57% | 1.58% | 57 | 3.64% | 37 | -5.13% |
31 Mar, 18 | 118 | 0.85% | 10,826,181 | 0.23% | 62.47% | 1.72% | 55 | 3.77% | 39 | -15.22% |
31 Dec, 17 | 117 | 2.63% | 10,801,212 | 5.58% | 60.28% | 1.81% | 53 | 3.92% | 46 | 21.05% |
30 Sep, 17 | 114 | -4.20% | 10,230,006 | 7.05% | 57.64% | 1.98% | 51 | -12.07% | 38 | 2.70% |
30 Jun, 17 | 119 | -1.65% | 9,556,288 | -2.36% | 53.94% | 1.87% | 58 | -3.33% | 37 | 2.78% |
31 Mar, 17 | 121 | -2.42% | 9,787,579 | -3.31% | 53.69% | 1.69% | 60 | -4.76% | 36 | 5.88% |
31 Dec, 16 | 124 | 8.77% | 10,122,315 | 1.44% | 56.29% | 1.84% | 63 | -3.08% | 34 | 70.00% |
30 Sep, 16 | 114 | 9.62% | 9,978,413 | 5.56% | 55.25% | 1.97% | 65 | 71.05% | 20 | -37.50% |
30 Jun, 16 | 104 | 6.12% | 9,452,509 | -2.41% | 52.92% | 1.78% | 38 | -25.49% | 32 | 14.29% |
31 Mar, 16 | 98 | - | 9,686,359 | 1.05% | 54.53% | 1.91% | 51 | 37.84% | 28 | -28.21% |
31 Dec, 15 | 98 | -2.00% | 9,585,584 | -40.40% | 53.47% | 0.66% | 37 | -17.78% | 39 | -2.50% |
30 Sep, 15 | 100 | 1.01% | 16,083,673 | 66.57% | 89.89% | 3.13% | 45 | 2.27% | 40 | 2.56% |
30 Jun, 15 | 99 | - | 9,655,671 | -1.96% | 53.62% | 1.80% | 44 | -13.73% | 39 | 30.00% |
31 Mar, 15 | 99 | 5.32% | 9,848,407 | -2.05% | 54.54% | 1.79% | 51 | 41.67% | 30 | -14.29% |
31 Dec, 14 | 94 | -1.05% | 10,054,400 | -1.58% | 55.26% | 1.77% | 36 | 12.50% | 35 | -27.08% |
30 Sep, 14 | 95 | -1.04% | 10,215,534 | -2.24% | 55.86% | 1.80% | 32 | 14.29% | 48 | -5.88% |
30 Jun, 14 | 96 | 1.05% | 10,449,369 | -6.11% | 55.71% | 1.73% | 28 | -26.32% | 51 | 24.39% |
31 Mar, 14 | 95 | 3.26% | 11,129,952 | -7.24% | 56.75% | 1.72% | 38 | -5.00% | 41 | 2.50% |
31 Dec, 13 | 92 | -7.07% | 11,998,162 | -16.71% | 57.51% | 1.12% | 40 | -20.00% | 40 | 8.11% |
30 Sep, 13 | 99 | -3.88% | 14,405,970 | 17.42% | 71.61% | 2.15% | 50 | -35.06% | 37 | 68.18% |
30 Jun, 13 | 103 | 186.11% | 12,268,582 | 68.65% | 57.72% | 5.43% | 77 | 220.83% | 22 | 214.29% |
31 Mar, 13 | 36 | -7.69% | 7,274,694 | -7.98% | 32.61% | 2.64% | 24 | 9.09% | 7 | -41.67% |
31 Dec, 12 | 39 | -7.14% | 7,905,686 | 9.54% | 35.14% | 3.38% | 22 | -15.38% | 12 | 50.00% |
30 Sep, 12 | 42 | -12.50% | 7,217,007 | 13.57% | 32.22% | 4.07% | 26 | 8.33% | 8 | -52.94% |
30 Jun, 12 | 48 | 17.07% | 6,354,585 | -54.17% | 28.14% | 0.76% | 24 | 4.35% | 17 | 70.00% |
31 Mar, 12 | 41 | -4.65% | 13,866,429 | 7.26% | 60.98% | 1.87% | 23 | -17.86% | 10 | 11.11% |
31 Dec, 11 | 43 | 22.86% | 12,927,933 | -17.37% | 57.04% | 1.19% | 28 | 55.56% | 9 | - |
30 Sep, 11 | 35 | -12.50% | 15,645,900 | 9.65% | 69.17% | 1.75% | 18 | -18.18% | 9 | -18.18% |
30 Jun, 11 | 40 | -2.44% | 14,268,354 | -5.07% | 62.90% | 1.44% | 22 | -12.00% | 11 | - |
31 Mar, 11 | 41 | 36.67% | 15,031,132 | 35.07% | 66.18% | 2.70% | 25 | 25.00% | 11 | 120.00% |
31 Dec, 10 | 30 | -6.25% | 11,128,786 | 2.67% | 49.51% | 2.13% | 20 | 5.26% | 5 | -50.00% |
30 Sep, 10 | 32 | 3.23% | 10,839,092 | -7.73% | 48.26% | 1.77% | 19 | 5.56% | 10 | -9.09% |
30 Jun, 10 | 31 | 14.81% | 11,747,108 | 6.49% | 52.17% | 2.15% | 18 | 63.64% | 11 | 37.50% |
31 Mar, 10 | 27 | -18.18% | 11,031,587 | -15.90% | 49.27% | 1.43% | 11 | -47.62% | 8 | 14.29% |
31 Dec, 09 | 33 | 13.79% | 13,116,723 | 14.71% | 58.63% | 2.28% | 21 | 23.53% | 7 | 40.00% |
30 Sep, 09 | 29 | - | 11,434,535 | -0.94% | 50.68% | 1.96% | 17 | -5.56% | 5 | -28.57% |
30 Jun, 09 | 29 | 11.54% | 11,542,879 | 7.48% | 50.84% | 2.32% | 18 | 12.50% | 7 | -12.50% |
31 Mar, 09 | 26 | -25.71% | 10,739,663 | -10.91% | 46.80% | 1.71% | 16 | -40.74% | 8 | 60.00% |
31 Dec, 08 | 35 | 25.00% | 12,054,407 | 14.27% | 52.27% | 2.52% | 27 | 42.11% | 5 | -16.67% |
30 Sep, 08 | 28 | 27.27% | 10,549,373 | 658.02% | 45.54% | 123.92% | 19 | 58.33% | 6 | -14.29% |
30 Jun, 08 | 22 | 10.00% | 1,391,706 | -7.02% | 6.06% | 14.37% | 12 | 20.00% | 7 | - |
31 Mar, 08 | 20 | - | 1,496,786 | -40.25% | 6.49% | 5.51% | 10 | - | 7 | -22.22% |
31 Dec, 07 | 20 | 11.11% | 2,504,994 | -8.12% | 10.86% | 7.77% | 10 | -9.09% | 9 | 200.00% |
30 Sep, 07 | 18 | -18.18% | 2,726,304 | 28.34% | 11.82% | 13.94% | 11 | -15.38% | 3 | -40.00% |
30 Jun, 07 | 22 | 29.41% | 2,124,294 | 6.08% | 9.21% | 12.21% | 13 | 30.00% | 5 | 66.67% |
31 Mar, 07 | 17 | -46.88% | 2,002,584 | -38.05% | 8.69% | 4.09% | 10 | -54.55% | 3 | -62.50% |
31 Dec, 06 | 32 | 14.29% | 3,232,732 | -4.48% | 14.57% | 6.52% | 22 | - | 8 | 60.00% |
30 Sep, 06 | 28 | 21.74% | 3,384,249 | -8.45% | 14.95% | 5.29% | 22 | 57.14% | 5 | -28.57% |
30 Jun, 06 | 23 | 53.33% | 3,696,588 | 34.90% | 16.81% | 10.05% | 14 | 40.00% | 7 | 133.33% |
31 Mar, 06 | 15 | -6.25% | 2,740,257 | 28.71% | 12.93% | 12.81% | 10 | - | 3 | - |
31 Dec, 05 | 16 | -11.11% | 2,128,956 | -91.18% | 10.05% | 0.08% | 10 | -9.09% | 3 | -40.00% |
30 Sep, 05 | 18 | -5.26% | 24,147,366 | 971.81% | 113.44% | 103.41% | 11 | 37.50% | 5 | -54.55% |
30 Jun, 05 | 19 | -24.00% | 2,252,942 | -90.79% | 10.47% | 0.08% | 8 | -57.89% | 11 | 450.00% |
31 Mar, 05 | 25 | 56.25% | 24,450,793 | 2066.42% | 113.14% | 414.82% | 19 | 72.73% | 2 | - |
31 Dec, 04 | 16 | 23.08% | 1,128,629 | -25.79% | 5.22% | 10.88% | 11 | 266.67% | 2 | -66.67% |
30 Sep, 04 | 13 | -18.75% | 1,520,952 | -12.94% | 6.93% | 11.06% | 3 | -50.00% | 6 | -25.00% |
30 Jun, 04 | 16 | -5.88% | 1,747,069 | 19.94% | 7.91% | 18.47% | 6 | -50.00% | 8 | 166.67% |
31 Mar, 04 | 17 | 30.77% | 1,456,622 | 79.27% | 6.55% | 50.44% | 12 | 50.00% | 3 | - |
31 Dec, 03 | 13 | 8.33% | 812,532 | 14.67% | 3.60% | 36.20% | 8 | 14.29% | 3 | 50.00% |
30 Sep, 03 | 12 | 9.09% | 708,575 | 6.27% | 3.15% | 35.97% | 7 | -12.50% | 2 | 100.00% |
30 Jun, 03 | 11 | 10.00% | 666,739 | -12.98% | 2.96% | 26.09% | 8 | 33.33% | 1 | -50.00% |
31 Mar, 03 | 10 | 11.11% | 766,154 | -6.65% | 3.37% | 25.86% | 6 | - | 2 | 100.00% |
31 Dec, 02 | 9 | - | 820,740 | -61.50% | 3.61% | 4.30% | 6 | - | 1 | -50.00% |
30 Sep, 02 | 9 | 12.50% | 2,131,766 | 269.58% | 9.16% | 150.22% | 6 | 50.00% | 2 | - |
30 Jun, 02 | 8 | -27.27% | 576,812 | -73.32% | 2.47% | 2.83% | 4 | -50.00% | 2 | - |
31 Mar, 02 | 11 | - | 2,162,252 | 88.63% | 9.34% | 37.57% | 8 | - | - | -100.00% |
31 Dec, 01 | 11 | 10.00% | 1,146,275 | 24.96% | 4.99% | 30.57% | 8 | -20.00% | 3 | - |
30 Sep, 01 | 10 | -16.67% | 917,347 | -46.57% | 4.04% | 6.91% | 10 | 42.86% | - | -100.00% |
30 Jun, 01 | 12 | - | 1,716,841 | 23.28% | 7.65% | 19.18% | 7 | -12.50% | 4 | 33.33% |
31 Mar, 01 | 12 | -29.41% | 1,392,679 | -16.15% | 6.31% | 10.08% | 8 | -20.00% | 3 | - |
31 Dec, 00 | 17 | 13.33% | 1,660,992 | -5.80% | 7.91% | 11.66% | 10 | - | 3 | - |
30 Sep, 00 | 15 | -21.05% | 1,763,262 | 96.49% | 8.24% | 44.66% | 10 | -37.50% | 3 | - |
30 Jun, 00 | 19 | 90.00% | 897,386 | 50.09% | 4.29% | 47.81% | 16 | 60.00% | 3 | - |
31 Mar, 00 | 10 | 233.33% | 597,918 | 231.06% | 3.00% | 298.64% | 10 | 900.00% | - | -100.00% |
31 Dec, 99 | 3 | -25.00% | 180,609 | -75.77% | 1.00% | 5.92% | 1 | -75.00% | 2 | - |
30 Sep, 99 | 4 | -33.33% | 745,413 | 5.49% | 4.11% | 23.59% | 4 | - | - | -100.00% |
30 Jun, 99 | 6 | 20.00% | 706,611 | 225.36% | 4.18% | 270.86% | 4 | -20.00% | 1 | - |
31 Mar, 99 | 5 | - | 217,176 | - | 1.24% | - | 5 | - | - | - |
Forrester Research Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Forrester Research Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 9 | 26 | 34.62% |
Q2 2024 | 22 | 8 | 275.00% |
Q1 2024 | 12 | 31 | 38.71% |
Q4 2023 | 1 | 3 | 33.33% |
Q3 2023 | 8 | 29 | 27.59% |
Q2 2023 | 11 | 9 | 122.22% |
Q1 2023 | 26 | 22 | 118.18% |
Q4 2022 | 2 | 8 | 25.00% |
Q3 2022 | 5 | 32 | 15.63% |
Q2 2022 | 12 | 7 | 171.43% |
Q1 2022 | 11 | 7 | 157.14% |
Q4 2021 | 6 | 15 | 40.00% |
Q3 2021 | 19 | 42 | 45.24% |
Q2 2021 | 9 | 8 | 112.50% |
Q1 2021 | 8 | 22 | 36.36% |
Q4 2020 | 15 | 34 | 44.12% |
Q3 2020 | 15 | 33 | 45.45% |
Q2 2020 | 13 | 9 | 144.44% |
Q1 2020 | 6 | 12 | 50.00% |
Q4 2019 | 3 | 14 | 21.43% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 3 | - |
Q2 2024 | - | - | - |
Q1 2024 | - | 1 | - |
Q4 2023 | - | - | - |
Q3 2023 | - | 6 | - |
Q2 2023 | - | 1 | - |
Q1 2023 | - | 3 | - |
Q4 2022 | - | 4 | - |
Q3 2022 | - | 4 | - |
Q2 2022 | - | 2 | - |
Q1 2022 | - | - | - |
Q4 2021 | - | 7 | - |
Q3 2021 | 1 | 12 | 8.33% |
Q2 2021 | - | 1 | - |
Q1 2021 | - | 8 | - |
Q4 2020 | - | 16 | - |
Q3 2020 | - | 4 | - |
Q2 2020 | - | - | - |
Q1 2020 | - | 3 | - |
Q4 2019 | - | 9 | - |
FORR Ownership FAQ
Who Owns Forrester Research?
Forrester Research is owned by institutional shareholders (40.74%), insiders (39.79%), and public (19.46%). The largest institutional shareholder of Forrester Research is ROYCE & ASSOCIATES LP (12.88% of total shares) and the top mutual fund owner is ALLIED ASSET ADVISORS FUNDS (1.34% of total shares).
Who are the major institutional shareholders of Forrester Research?
Forrester Research's major institutional shareholders are ROYCE & ASSOCIATES LP, BLACKROCK INC., ARROWMARK COLORADO HOLDINGS LLC, VANGUARD GROUP INC, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 27.94% of the company's share outstanding.
How many Forrester Research shareholders are there?
As of Jun 2024, there are 75 institutional shareholders of Forrester Research.
What percentage of Forrester Research is owned by ROYCE & ASSOCIATES LP?
ROYCE & ASSOCIATES LP owns 2.48M shares of Forrester Research, representing 12.88% of the company's total shares outstanding, valued at $42.44M (as of Jun 2024).
What percentage of Forrester Research is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 933.57K shares of Forrester Research (FORR), compromising 4.84% of the company, valued at $15.95M.
What percentage of Forrester Research is owned by ARROWMARK COLORADO HOLDINGS LLC?
ARROWMARK COLORADO HOLDINGS LLC is the third largest holder of Forrester Research. The company owns 757.71K of the company's shares outstanding (worth $12.94M).