Marcus Ownership 2024 | Who Owns Marcus Now?
Institutional Ownership
72.34%
Insider Ownership
5.21%
Retail Ownership
22.44%
Institutional Holders
139.00
Marcus Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 7.26% | 0.00% | 2,302,196 | -1,917,703 | -45.44% | 26,175,969 | Jun 30, 2024 |
GATE CITY CAPITAL MANAGEMENT, LLC | 5.28% | 13.92% | 1,673,740 | 707,578 | 73.24% | 19,030,424 | Jun 30, 2024 |
KLCM ADVISORS, INC. | 4.96% | 2.21% | 1,570,765 | 1,012,476 | 181.35% | 17,859,598 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.63% | 0.00% | 1,466,826 | -415,834 | -22.09% | 16,677,537 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.55% | 0.00% | 1,442,845 | -410,421 | -22.15% | 16,405,147 | Jun 30, 2024 |
GAMCO INVESTORS, INC. ET AL | 2.57% | 0.10% | 814,589 | 46,200 | 6.01% | 9,261,877 | Jun 30, 2024 |
ORBIS ALLAN GRAY LTD | 2.43% | 0.05% | 771,710 | 192,335 | 33.20% | 8,774,342 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.42% | 0.00% | 768,051 | -776,831 | -50.28% | 8,732,740 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 2.33% | 0.00% | 738,700 | -219,261 | -22.89% | 8,568,920 | Jun 30, 2024 |
UBS GROUP AG | 2.20% | 0.00% | 698,169 | -582,268 | -45.47% | 7,938,182 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 2.05% | 0.00% | 648,664 | 294,593 | 83.20% | 7,375,310 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.75% | 0.00% | 554,367 | 13,135 | 2.43% | 6,303,901 | Jun 30, 2024 |
STATE STREET CORP | 1.71% | 0.00% | 541,032 | -393,867 | -42.13% | 6,151,534,000 | Jun 30, 2024 |
FMR LLC | 1.65% | 0.00% | 521,410 | -329,006 | -38.69% | 5,928,437 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.57% | 0.00% | 497,284 | 46,891 | 10.41% | 5,654,119 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 1.40% | 0.01% | 442,889 | 183,909 | 71.01% | 5,035,648 | Jun 30, 2024 |
HRT FINANCIAL LP | 1.16% | 0.02% | 367,709 | 332,518 | 944.89% | 4,180,000 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.09% | 0.09% | 345,802 | 10,980 | 3.28% | 3,931,769 | Jun 30, 2024 |
UBS GROUP AG | 1.08% | 0.00% | 341,750 | -2,146,900 | -86.27% | 3,885,698 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 1.00% | 0.01% | 317,092 | -119,753 | -27.41% | 3,604,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GATE CITY CAPITAL MANAGEMENT, LLC | 5.28% | 13.92% | 1,673,740 | 707,578 | 73.24% | 19,030,424 | Jun 30, 2024 |
KLCM ADVISORS, INC. | 4.96% | 2.21% | 1,570,765 | 1,012,476 | 181.35% | 17,859,598 | Jun 30, 2024 |
CORRE PARTNERS MANAGEMENT, LLC | 0.12% | 1.27% | 38,270 | - | - | 435,130 | Jun 30, 2024 |
VERDAD ADVISERS, LP | 0.13% | 0.53% | 40,000 | -42,428 | -51.47% | 454,800 | Jun 30, 2024 |
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | 0.14% | 0.45% | 45,000 | 45,000 | 100.00% | 511,650 | Jun 30, 2024 |
TETON ADVISORS, INC. | 0.22% | 0.33% | 70,000 | - | - | 795,900 | Jun 30, 2024 |
RIVERWATER PARTNERS LLC | 0.05% | 0.12% | 14,361 | -1,698 | -10.57% | 163,285 | Jun 30, 2024 |
CLEARALPHA TECHNOLOGIES LP | 0.10% | 0.12% | 31,537 | 3,288 | 11.64% | 358,576 | Jun 30, 2024 |
GAMCO INVESTORS, INC. ET AL | 2.57% | 0.10% | 814,589 | 46,200 | 6.01% | 9,261,877 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.09% | 0.09% | 345,802 | 10,980 | 3.28% | 3,931,769 | Jun 30, 2024 |
OARSMAN CAPITAL, INC. | 0.10% | 0.08% | 30,580 | 30,580 | 100.00% | 347,695 | Jun 30, 2024 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0.71% | 0.06% | 225,593 | -2,754 | -1.21% | 2,565,064 | Jun 30, 2024 |
ORBIS ALLAN GRAY LTD | 2.43% | 0.05% | 771,710 | 192,335 | 33.20% | 8,774,342 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.01% | 0.05% | 2,853 | 1,891 | 196.57% | 32,439 | Jun 30, 2024 |
EXCHANGE TRADED CONCEPTS, LLC | 0.34% | 0.03% | 106,660 | 5,778 | 5.73% | 1,212,724 | Jun 30, 2024 |
EMPOWERED FUNDS, LLC | 0.48% | 0.03% | 152,802 | 10,980 | 7.74% | 1,737,359 | Jun 30, 2024 |
HRT FINANCIAL LP | 1.16% | 0.02% | 367,709 | 332,518 | 944.89% | 4,180,000 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.04% | 0.02% | 12,206 | 12,206 | 100.00% | 138,782 | Jun 30, 2024 |
WATER ISLAND CAPITAL LLC | 0.06% | 0.02% | 18,200 | 18,200 | 100.00% | 207,000 | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | 0.18% | 0.02% | 56,423 | 56,423 | 100.00% | 641,530 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KLCM ADVISORS, INC. | 4.96% | 2.21% | 1,570,765 | 1,012,476 | 181.35% | 17,859,598 | Jun 30, 2024 |
GATE CITY CAPITAL MANAGEMENT, LLC | 5.28% | 13.92% | 1,673,740 | 707,578 | 73.24% | 19,030,424 | Jun 30, 2024 |
HRT FINANCIAL LP | 1.16% | 0.02% | 367,709 | 332,518 | 944.89% | 4,180,000 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 2.05% | 0.00% | 648,664 | 294,593 | 83.20% | 7,375,310 | Jun 30, 2024 |
ORBIS ALLAN GRAY LTD | 2.43% | 0.05% | 771,710 | 192,335 | 33.20% | 8,774,342 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 1.40% | 0.01% | 442,889 | 183,909 | 71.01% | 5,035,648 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.69% | 0.00% | 220,172 | 181,090 | 463.36% | 2,503,355 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.27% | 0.01% | 85,250 | 85,250 | 100.00% | 969,000 | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.26% | 0.01% | 83,165 | 83,165 | 100.00% | 945,586 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.73% | 0.00% | 231,996 | 60,921 | 35.61% | 2,637,795 | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | 0.18% | 0.02% | 56,423 | 56,423 | 100.00% | 641,530 | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.15% | 0.00% | 47,420 | 47,420 | 100.00% | 539,165 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.57% | 0.00% | 497,284 | 46,891 | 10.41% | 5,654,119 | Jun 30, 2024 |
BARCLAYS PLC | 0.53% | 0.00% | 166,744 | 46,815 | 39.04% | 1,895,000 | Jun 30, 2024 |
GAMCO INVESTORS, INC. ET AL | 2.57% | 0.10% | 814,589 | 46,200 | 6.01% | 9,261,877 | Jun 30, 2024 |
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | 0.14% | 0.45% | 45,000 | 45,000 | 100.00% | 511,650 | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | 0.11% | 0.02% | 35,678 | 35,678 | 100.00% | 405,659 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.14% | 0.00% | 45,179 | 34,954 | 341.85% | 513,685 | Jun 30, 2024 |
MARTINGALE ASSET MANAGEMENT L P | 0.11% | 0.01% | 33,480 | 33,480 | 100.00% | 380,668 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.51% | 0.00% | 160,469 | 31,485 | 24.41% | 1,824,529 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS GROUP AG | 1.08% | 0.00% | 341,750 | -2,146,900 | -86.27% | 3,885,698 | Jun 30, 2024 |
BLACKROCK INC. | 7.26% | 0.00% | 2,302,196 | -1,917,703 | -45.44% | 26,175,969 | Jun 30, 2024 |
PACER ADVISORS, INC. | - | - | - | -1,581,315 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | 2.42% | 0.00% | 768,051 | -776,831 | -50.28% | 8,732,740 | Jun 30, 2024 |
INVESCO LTD. | 0.38% | 0.00% | 121,894 | -653,421 | -84.28% | 1,385,935 | Jun 30, 2024 |
UBS GROUP AG | 2.20% | 0.00% | 698,169 | -582,268 | -45.47% | 7,938,182 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.09% | 0.00% | 28,261 | -543,965 | -95.06% | 321,000 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.96% | 0.00% | 302,725 | -502,295 | -62.40% | 3,442,000 | Jun 30, 2024 |
NOMURA HOLDINGS INC | - | - | - | -483,502 | -100.00% | - | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.63% | 0.00% | 1,466,826 | -415,834 | -22.09% | 16,677,537 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.55% | 0.00% | 1,442,845 | -410,421 | -22.15% | 16,405,147 | Jun 30, 2024 |
STATE STREET CORP | 1.71% | 0.00% | 541,032 | -393,867 | -42.13% | 6,151,534,000 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -329,019 | -100.00% | - | Jun 30, 2024 |
FMR LLC | 1.65% | 0.00% | 521,410 | -329,006 | -38.69% | 5,928,437 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 2.33% | 0.00% | 738,700 | -219,261 | -22.89% | 8,568,920 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.76% | 0.00% | 239,900 | -212,700 | -47.00% | 2,727,663 | Jun 30, 2024 |
MAIRS & POWER INC | - | - | - | -169,856 | -100.00% | - | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | - | - | - | -127,871 | -100.00% | - | Jun 30, 2024 |
MORGAN STANLEY | 0.84% | 0.00% | 266,273 | -127,574 | -32.39% | 3,027,528 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 1.00% | 0.01% | 317,092 | -119,753 | -27.41% | 3,604,000 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PALOMA PARTNERS MANAGEMENT CO | 0.18% | 0.02% | 56,423 | 56,423 | 100.00% | 641,530 | Jun 30, 2024 |
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | 0.14% | 0.45% | 45,000 | 45,000 | 100.00% | 511,650 | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | 0.11% | 0.02% | 35,678 | 35,678 | 100.00% | 405,659 | Jun 30, 2024 |
MARTINGALE ASSET MANAGEMENT L P | 0.11% | 0.01% | 33,480 | 33,480 | 100.00% | 380,668 | Jun 30, 2024 |
OARSMAN CAPITAL, INC. | 0.10% | 0.08% | 30,580 | 30,580 | 100.00% | 347,695 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.09% | 0.00% | 29,700 | 29,700 | 100.00% | 337,689 | Jun 30, 2024 |
ADVISORY SERVICES NETWORK, LLC | 0.09% | 0.01% | 28,556 | 28,556 | 100.00% | 324,682 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.08% | 0.00% | 24,990 | 24,990 | 100.00% | 284,135 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.08% | 0.00% | 24,903 | 24,903 | 100.00% | 283,147 | Jun 30, 2024 |
WATER ISLAND CAPITAL LLC | 0.06% | 0.02% | 18,200 | 18,200 | 100.00% | 207,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 13,016 | 13,016 | 100.00% | 147,992 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 12,903 | 12,903 | 100.00% | 146,707 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.04% | 0.02% | 12,206 | 12,206 | 100.00% | 138,782 | Jun 30, 2024 |
LAURION CAPITAL MANAGEMENT LP | 0.03% | 0.00% | 10,657 | 10,657 | 100.00% | 121,170 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.01% | 0.01% | 2,643 | 2,643 | 100.00% | 30,051 | Jun 30, 2024 |
MATHER GROUP, LLC. | 0.01% | 0.00% | 2,007 | 2,007 | 100.00% | 28,620 | Jun 30, 2024 |
JOHNSON FINANCIAL GROUP, INC. | 0.01% | 0.00% | 1,950 | 1,950 | 100.00% | 22,172 | Jun 30, 2024 |
AMUNDI | 0.00% | - | 1,137 | 1,137 | 100.00% | 12,700 | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | 0.00% | 0.00% | 627 | 627 | 100.00% | 7,894 | Jun 30, 2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | 0.00% | 0.00% | 118 | 118 | 100.00% | 1,342 | Jun 30, 2024 |
PRIVATE WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 94 | 94 | 100.00% | 1,069 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | - | 39 | 39 | 100.00% | 443 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PACER ADVISORS, INC. | - | - | - | -1,581,315 | -100.00% | - | Jun 30, 2024 |
NOMURA HOLDINGS INC | - | - | - | -483,502 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -329,019 | -100.00% | - | Jun 30, 2024 |
MAIRS & POWER INC | - | - | - | -169,856 | -100.00% | - | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | - | - | - | -127,871 | -100.00% | - | Jun 30, 2024 |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | - | - | - | -67,311 | -100.00% | - | Jun 30, 2024 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | - | - | - | -51,089 | -100.00% | - | Jun 30, 2024 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -44,107 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -42,651 | -100.00% | - | Jun 30, 2024 |
AVANTAX ADVISORY SERVICES, INC. | - | - | - | -35,462 | -100.00% | - | Jun 30, 2024 |
VERSOR INVESTMENTS LP | - | - | - | -32,075 | -100.00% | - | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | - | - | - | -28,716 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -28,140 | -100.00% | - | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | - | - | - | -22,465 | -100.00% | - | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | - | - | - | -21,647 | -100.00% | - | Jun 30, 2024 |
THRIVENT FINANCIAL FOR LUTHERANS | - | - | - | -21,356 | -100.00% | - | Jun 30, 2024 |
TEXAS PERMANENT SCHOOL FUND CORP | - | - | - | -21,254 | -100.00% | - | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | - | - | - | -17,417 | -100.00% | - | Jun 30, 2024 |
STATE OF ALASKA, DEPARTMENT OF REVENUE | - | - | - | -14,986 | -100.00% | - | Jun 30, 2024 |
ILLINOIS MUNICIPAL RETIREMENT FUND | - | - | - | -14,055 | -100.00% | - | Jun 30, 2024 |
ISAM FUNDS (UK) LTD | - | - | - | -13,150 | -100.00% | - | Jun 30, 2024 |
ATOM INVESTORS LP | - | - | - | -13,148 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -13,093 | -100.00% | - | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | - | - | - | -12,202 | -100.00% | - | Jun 30, 2024 |
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | - | - | - | -12,200 | -100.00% | - | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -12,164 | -100.00% | - | Jun 30, 2024 |
MAN GROUP PLC | - | - | - | -11,435 | -100.00% | - | Jun 30, 2024 |
YOUSIF CAPITAL MANAGEMENT, LLC | - | - | - | -11,068 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -10,412 | -100.00% | - | Jun 30, 2024 |
SHAY CAPITAL LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | - | - | - | -6,560 | -100.00% | - | Jun 30, 2024 |
STATE OF WYOMING | - | - | - | -5,703 | -100.00% | - | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -1,472 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,288 | -100.00% | - | Jun 30, 2024 |
LGT FINANCIAL ADVISORS LLC | - | - | - | -1,024 | -100.00% | - | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | - | - | - | -182 | -100.00% | - | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | - | - | - | -171 | -100.00% | - | Jun 30, 2024 |
SIGNATUREFD, LLC | - | - | - | -151 | -100.00% | - | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | - | - | - | -147 | -100.00% | - | Jun 30, 2024 |
FIFTH THIRD BANCORP | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
Marcus Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
FORUM FUNDS | 0.46% | 1,050,000 | - | - | Jan 31, 2024 |
LORD ABBETT RESEARCH FUND INC | 0.30% | 290,458 | - | - | Feb 29, 2024 |
GABELLI EQUITY SERIES FUNDS INC | 0.17% | 139,000 | - | - | Dec 29, 2023 |
Mairs & Power Funds Trust | 0.15% | 579,923 | 26,300 | 4.75% | Mar 31, 2022 |
GABELLI MULTIMEDIA TRUST INC. | 0.13% | 30,500 | -3,500 | -10.29% | Dec 29, 2023 |
SYNTAX ETF TRUST | 0.12% | 3,695 | 198 | 5.66% | Mar 31, 2024 |
TETON WESTWOOD FUNDS | 0.11% | 70,000 | -2,500 | -3.45% | Dec 29, 2023 |
BRIDGEWAY FUNDS INC | 0.08% | 193,000 | - | - | Mar 28, 2024 |
ROYCE FUND | 0.06% | 401,029 | - | - | Mar 31, 2024 |
Vericimetry Funds | 0.04% | 3,670 | - | - | Mar 31, 2024 |
LORD ABBETT SECURITIES TRUST | 0.04% | 174,160 | - | - | Jan 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.03% | 146,768 | -13,210 | -8.26% | Feb 29, 2024 |
MASTER ADVANTAGE SMID CAP LLC | 0.03% | 4,032 | -18,083 | -81.77% | Dec 31, 2020 |
Gabelli Global Small & Mid Cap Value Trust | 0.03% | 3,000 | - | - | Dec 29, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.03% | 15,780 | - | - | Mar 31, 2024 |
Pacer Funds Trust | 0.03% | 1,236,971 | 896,799 | 263.63% | Jan 31, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.02% | 23,883 | -3,161 | -11.69% | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND IV | 0.02% | 56,100 | 4,400 | 8.51% | Mar 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 11,799 | - | - | Mar 31, 2024 |
GABELLI EQUITY TRUST INC | 0.02% | 20,000 | - | - | Dec 29, 2023 |
GAMCO GLOBAL SERIES FUNDS, INC | 0.01% | 5,500 | 500 | 10.00% | Dec 29, 2023 |
LAZARD FUNDS INC | 0.01% | 398,000 | - | - | Mar 31, 2024 |
LAZARD FUNDS INC | 0.01% | 398,000 | - | - | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.01% | 227,473 | - | - | Jan 31, 2024 |
IndexIQ ETF Trust | 0.01% | 17,189 | - | - | Jan 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.01% | 6,051 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 44,558 | - | - | Mar 31, 2024 |
AltShares Trust | 0.01% | 1,250 | - | - | Feb 29, 2024 |
Fidelity Central Investment Portfolios LLC | 0.01% | 318,400 | 10,800 | 3.51% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,636 | - | - | Mar 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.01% | 36,645 | 207 | 0.57% | Feb 29, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 56,000 | - | - | Feb 29, 2024 |
FIDELITY SELECT PORTFOLIOS | 0.01% | 360,700 | 21,300 | 6.28% | Feb 29, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 395,665 | 296,856 | 300.43% | Jan 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 17,211 | - | - | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 433,933 | 116,487 | 36.70% | Feb 29, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 75,600 | -2,700 | -3.45% | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 736 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 1,129,437 | -392,648 | -25.80% | Mar 31, 2024 |
World Funds Trust | 0.00% | 27,837 | - | - | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 15,500 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND IV | 0.00% | 435,000 | - | - | Jan 31, 2024 |
FINANCIAL INVESTORS TRUST | 0.00% | 149,281 | - | - | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 65,731 | -1,922 | -2.84% | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,404,957 | 121,159 | 9.44% | Jan 31, 2024 |
VICTORY PORTFOLIOS | 0.00% | 40,350 | - | - | Mar 31, 2024 |
PRAXIS MUTUAL FUNDS | 0.00% | 14,120 | - | - | Dec 31, 2023 |
FIDELITY COVINGTON TRUST | 0.00% | 22,678 | 565 | 2.56% | Jan 31, 2024 |
FIDELITY SECURITIES FUND | 0.00% | 107,758 | - | - | Jan 31, 2024 |
FIDELITY PURITAN TRUST | 0.00% | 56,769 | - | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 225,860 | 19,126 | 9.25% | Feb 29, 2024 |
Dimensional ETF Trust | 0.00% | 447,940 | 39,190 | 9.59% | Jan 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 312,171 | 23,207 | 8.03% | Feb 29, 2024 |
SHELTON FUNDS | 0.00% | 1,646 | - | - | Feb 29, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 195,155 | 2,834 | 1.47% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 2,510 | - | - | Mar 31, 2024 |
STERLING CAPITAL FUNDS | 0.00% | 19,427 | - | - | Mar 28, 2024 |
Victory Portfolios II | 0.00% | 47,578 | - | - | Mar 31, 2024 |
TARGET PORTFOLIO TRUST | 0.00% | 18,700 | - | - | Jan 31, 2024 |
Franklin Alternative Strategies Funds | 0.00% | 473,000 | - | - | Feb 29, 2024 |
Franklin Alternative Strategies Funds | 0.00% | 473,000 | - | - | Feb 29, 2024 |
Meeder Funds | 0.00% | 3,581 | - | - | Mar 31, 2024 |
STEWARD FUNDS, INC. | 0.00% | 1,710 | - | - | Jan 31, 2024 |
Horizon Funds | 0.00% | 1,387 | 475 | 52.08% | Feb 29, 2024 |
NORTHERN LIGHTS FUND TRUST III | 0.00% | 8,081 | - | - | Jan 31, 2024 |
TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 189,823 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 17,179 | -1,131 | -6.18% | Mar 31, 2024 |
DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 7,499 | - | - | Jan 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 625,842 | -3,628 | -0.58% | Mar 31, 2024 |
PUTNAM FUNDS TRUST | 0.00% | 103,887 | - | - | Jan 31, 2024 |
Nushares ETF Trust | 0.00% | 3,205 | - | - | Jan 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 100,119 | 6,858 | 7.35% | Feb 29, 2024 |
GPS Funds I | 0.00% | 2,021 | - | - | Mar 31, 2024 |
SunAmerica Specialty Series | 0.00% | 185 | - | - | Apr 30, 2021 |
Guggenheim Variable Funds Trust | 0.00% | 1,422 | - | - | Dec 31, 2023 |
PRUDENTIAL SERIES FUND | 0.00% | 26,259 | - | - | Mar 28, 2024 |
Catholic Responsible Investments Funds | 0.00% | 11,055 | -212 | -1.88% | Jan 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 152,276 | - | - | Feb 29, 2024 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 23,403 | 9,312 | 66.08% | Mar 31, 2024 |
VANGUARD WELLINGTON FUND | 0.00% | 104,638 | 85,662 | 451.42% | Feb 29, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,240 | - | - | Mar 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 13,816 | -2,041 | -12.87% | Dec 31, 2023 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 7,853 | -2,722 | -25.74% | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 200 | - | - | Dec 31, 2023 |
Global X Funds | 0.00% | 10,412 | - | - | Jan 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 2,641 | - | - | Mar 31, 2024 |
Virtus Investment Trust | 0.00% | 7,516 | - | - | Mar 28, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 156 | -22 | -12.36% | Sep 30, 2023 |
JNL VARIABLE FUND LLC | 0.00% | 1,129 | - | - | Mar 31, 2020 |
THRIVENT SERIES FUND INC | 0.00% | 21,356 | -580 | -2.64% | Mar 28, 2024 |
SA FUNDS INVESTMENT TRUST | 0.00% | 3,100 | - | - | Mar 31, 2024 |
KP Funds | 0.00% | 8,270 | - | - | Sep 30, 2020 |
iSHARES TRUST | 0.00% | 2,903,937 | -41,491 | -1.41% | Mar 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 1,550 | - | - | Mar 28, 2024 |
PUTNAM VARIABLE TRUST | 0.00% | 5,745 | - | - | Mar 31, 2024 |
Dunham Funds | 0.00% | 10,620 | - | - | Jan 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 33,114 | 14,460 | 77.52% | Feb 29, 2024 |
Forethought Variable Insurance Trust | 0.00% | 599 | - | - | Mar 28, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 9,037 | 1,800 | 24.87% | Mar 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 1,300 | - | - | Mar 28, 2024 |
Marcus Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 139 | -14.20% |
31 Mar, 24 | 162 | 0.62% |
31 Dec, 23 | 161 | 5.23% |
30 Sep, 23 | 153 | 5.52% |
30 Jun, 23 | 145 | -2.03% |
31 Mar, 23 | 148 | 2.78% |
31 Dec, 22 | 144 | -8.28% |
30 Sep, 22 | 157 | 18.05% |
30 Jun, 22 | 133 | -6.34% |
31 Mar, 22 | 142 | 1.43% |
31 Dec, 21 | 140 | 6.06% |
30 Sep, 21 | 132 | -9.59% |
30 Jun, 21 | 146 | 2.82% |
31 Mar, 21 | 142 | -4.70% |
31 Dec, 20 | 149 | 7.19% |
30 Sep, 20 | 139 | 3.73% |
30 Jun, 20 | 134 | -6.94% |
31 Mar, 20 | 144 | -16.28% |
31 Dec, 19 | 172 | -2.27% |
30 Sep, 19 | 176 | -5.88% |
30 Jun, 19 | 187 | -5.08% |
31 Mar, 19 | 197 | -2.96% |
31 Dec, 18 | 203 | 12.78% |
30 Sep, 18 | 180 | 15.38% |
30 Jun, 18 | 156 | 3.31% |
31 Mar, 18 | 151 | 1.34% |
31 Dec, 17 | 149 | 2.76% |
30 Sep, 17 | 145 | -9.38% |
30 Jun, 17 | 160 | 5.26% |
31 Mar, 17 | 152 | 1.33% |
31 Dec, 16 | 150 | 8.70% |
30 Sep, 16 | 138 | 12.20% |
30 Jun, 16 | 123 | 0.82% |
31 Mar, 16 | 122 | -3.17% |
31 Dec, 15 | 126 | -5.26% |
30 Sep, 15 | 133 | 2.31% |
30 Jun, 15 | 130 | - |
31 Mar, 15 | 130 | 4.84% |
31 Dec, 14 | 124 | -5.34% |
30 Sep, 14 | 131 | 3.97% |
30 Jun, 14 | 126 | 7.69% |
31 Mar, 14 | 117 | 2.63% |
31 Dec, 13 | 114 | 1.79% |
30 Sep, 13 | 112 | 12.00% |
30 Jun, 13 | 100 | 163.16% |
31 Mar, 13 | 38 | -7.32% |
31 Dec, 12 | 41 | 7.89% |
30 Sep, 12 | 38 | -19.15% |
30 Jun, 12 | 47 | 14.63% |
31 Mar, 12 | 41 | 2.50% |
31 Dec, 11 | 40 | -2.44% |
30 Sep, 11 | 41 | 7.89% |
30 Jun, 11 | 38 | - |
31 Mar, 11 | 38 | 8.57% |
31 Dec, 10 | 35 | 9.38% |
30 Sep, 10 | 32 | 3.23% |
30 Jun, 10 | 31 | -11.43% |
31 Mar, 10 | 35 | 52.17% |
31 Dec, 09 | 23 | -11.54% |
30 Sep, 09 | 26 | 18.18% |
30 Jun, 09 | 22 | 15.79% |
31 Mar, 09 | 19 | -24.00% |
31 Dec, 08 | 25 | - |
30 Sep, 08 | 25 | 19.05% |
30 Jun, 08 | 21 | 10.53% |
31 Mar, 08 | 19 | -9.52% |
31 Dec, 07 | 21 | 23.53% |
30 Sep, 07 | 17 | -10.53% |
30 Jun, 07 | 19 | -29.63% |
31 Mar, 07 | 27 | -10.00% |
31 Dec, 06 | 30 | 50.00% |
30 Sep, 06 | 20 | -4.76% |
30 Jun, 06 | 21 | 10.53% |
31 Mar, 06 | 19 | 26.67% |
31 Dec, 05 | 15 | - |
30 Sep, 05 | 15 | -25.00% |
30 Jun, 05 | 20 | -13.04% |
31 Mar, 05 | 23 | - |
31 Dec, 04 | 23 | 27.78% |
30 Sep, 04 | 18 | -5.26% |
30 Jun, 04 | 19 | -17.39% |
31 Mar, 04 | 23 | 35.29% |
31 Dec, 03 | 17 | 6.25% |
30 Sep, 03 | 16 | 23.08% |
30 Jun, 03 | 13 | 30.00% |
31 Mar, 03 | 10 | -16.67% |
31 Dec, 02 | 12 | 9.09% |
30 Sep, 02 | 11 | -8.33% |
30 Jun, 02 | 12 | 9.09% |
31 Mar, 02 | 11 | 57.14% |
31 Dec, 01 | 7 | -12.50% |
30 Sep, 01 | 8 | -11.11% |
30 Jun, 01 | 9 | - |
31 Mar, 01 | 9 | 28.57% |
31 Dec, 00 | 7 | -22.22% |
30 Sep, 00 | 9 | - |
30 Jun, 00 | 9 | 28.57% |
31 Mar, 00 | 7 | -12.50% |
31 Dec, 99 | 8 | 14.29% |
30 Sep, 99 | 7 | -12.50% |
30 Jun, 99 | 8 | 14.29% |
31 Mar, 99 | 7 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 22,930,010 | -22.20% |
31 Mar, 24 | 29,473,644 | 1.76% |
31 Dec, 23 | 28,963,972 | 11.89% |
30 Sep, 23 | 25,887,046 | -0.03% |
30 Jun, 23 | 25,893,562 | -0.36% |
31 Mar, 23 | 25,987,735 | 1.98% |
31 Dec, 22 | 25,482,792 | 4.22% |
30 Sep, 22 | 24,450,818 | 3.21% |
30 Jun, 22 | 23,690,294 | -0.55% |
31 Mar, 22 | 23,822,441 | -0.31% |
31 Dec, 21 | 23,896,544 | 4.35% |
30 Sep, 21 | 22,900,810 | -4.87% |
30 Jun, 21 | 24,072,343 | 0.97% |
31 Mar, 21 | 23,840,303 | 11.39% |
31 Dec, 20 | 21,402,651 | 10.29% |
30 Sep, 20 | 19,406,550 | 0.61% |
30 Jun, 20 | 19,288,005 | -5.64% |
31 Mar, 20 | 20,440,362 | -2.22% |
31 Dec, 19 | 20,903,784 | 1.68% |
30 Sep, 19 | 20,558,228 | 2.50% |
30 Jun, 19 | 20,057,752 | 0.34% |
31 Mar, 19 | 19,990,342 | 9.83% |
31 Dec, 18 | 18,201,960 | 1.97% |
30 Sep, 18 | 17,850,312 | 5.06% |
30 Jun, 18 | 16,991,068 | 1.13% |
31 Mar, 18 | 16,800,627 | -0.26% |
31 Dec, 17 | 16,843,979 | 0.52% |
30 Sep, 17 | 16,757,311 | 1.60% |
30 Jun, 17 | 16,493,572 | 2.46% |
31 Mar, 17 | 16,098,303 | 1.28% |
31 Dec, 16 | 15,895,489 | 1.17% |
30 Sep, 16 | 15,710,932 | 2.77% |
30 Jun, 16 | 15,288,150 | -0.29% |
31 Mar, 16 | 15,333,296 | -0.28% |
31 Dec, 15 | 15,376,005 | 0.46% |
30 Sep, 15 | 15,306,262 | 1.27% |
30 Jun, 15 | 15,113,714 | 1.05% |
31 Mar, 15 | 14,955,929 | 0.79% |
31 Dec, 14 | 14,839,151 | -3.24% |
30 Sep, 14 | 15,336,781 | 1.33% |
30 Jun, 14 | 15,135,608 | 6.38% |
31 Mar, 14 | 14,227,488 | -0.37% |
31 Dec, 13 | 14,280,115 | -1.85% |
30 Sep, 13 | 14,549,279 | 6.01% |
30 Jun, 13 | 13,723,888 | 235.35% |
31 Mar, 13 | 4,092,434 | 3.82% |
31 Dec, 12 | 3,942,007 | -25.85% |
30 Sep, 12 | 5,315,952 | -20.67% |
30 Jun, 12 | 6,700,849 | 67.19% |
31 Mar, 12 | 4,007,988 | -4.93% |
31 Dec, 11 | 4,215,830 | -9.63% |
30 Sep, 11 | 4,665,068 | -44.68% |
30 Jun, 11 | 8,432,372 | 18.05% |
31 Mar, 11 | 7,142,881 | 21.89% |
31 Dec, 10 | 5,859,961 | 70.55% |
30 Sep, 10 | 3,435,819 | -2.23% |
30 Jun, 10 | 3,514,274 | -53.26% |
31 Mar, 10 | 7,519,004 | 30.63% |
31 Dec, 09 | 5,756,107 | -13.58% |
30 Sep, 09 | 6,660,485 | 65.25% |
30 Jun, 09 | 4,030,564 | -36.55% |
31 Mar, 09 | 6,352,594 | -19.07% |
31 Dec, 08 | 7,849,466 | 36.99% |
30 Sep, 08 | 5,730,034 | 16.87% |
30 Jun, 08 | 4,903,122 | 83.26% |
31 Mar, 08 | 2,675,488 | -5.93% |
31 Dec, 07 | 2,844,144 | 9.81% |
30 Sep, 07 | 2,589,977 | 6.11% |
30 Jun, 07 | 2,440,915 | 64.67% |
31 Mar, 07 | 1,482,334 | -39.09% |
31 Dec, 06 | 2,433,510 | 20.57% |
30 Sep, 06 | 2,018,317 | 10.55% |
30 Jun, 06 | 1,825,666 | 13.74% |
31 Mar, 06 | 1,605,098 | 23.39% |
31 Dec, 05 | 1,300,878 | 2.09% |
30 Sep, 05 | 1,274,186 | -53.06% |
30 Jun, 05 | 2,714,778 | 9.81% |
31 Mar, 05 | 2,472,154 | 11.40% |
31 Dec, 04 | 2,219,081 | 6.00% |
30 Sep, 04 | 2,093,531 | -0.53% |
30 Jun, 04 | 2,104,631 | 4.73% |
31 Mar, 04 | 2,009,483 | 6.91% |
31 Dec, 03 | 1,879,623 | 11.02% |
30 Sep, 03 | 1,693,103 | -14.55% |
30 Jun, 03 | 1,981,476 | 58.64% |
31 Mar, 03 | 1,249,076 | -12.06% |
31 Dec, 02 | 1,420,314 | 16.14% |
30 Sep, 02 | 1,222,921 | 8.19% |
30 Jun, 02 | 1,130,392 | -25.01% |
31 Mar, 02 | 1,507,382 | 19.88% |
31 Dec, 01 | 1,257,410 | -2.76% |
30 Sep, 01 | 1,293,105 | -16.30% |
30 Jun, 01 | 1,544,931 | 22.18% |
31 Mar, 01 | 1,264,433 | 107.80% |
31 Dec, 00 | 608,500 | -30.38% |
30 Sep, 00 | 874,033 | -15.70% |
30 Jun, 00 | 1,036,759 | 102.38% |
31 Mar, 00 | 512,284 | -29.79% |
31 Dec, 99 | 729,652 | -0.02% |
30 Sep, 99 | 729,777 | -30.66% |
30 Jun, 99 | 1,052,531 | 12.43% |
31 Mar, 99 | 936,141 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 72.34% | 0.84% |
31 Mar, 24 | 92.99% | 1.11% |
31 Dec, 23 | 91.38% | 1.37% |
30 Sep, 23 | 81.69% | 1.22% |
30 Jun, 23 | 81.75% | 1.21% |
31 Mar, 23 | 82.31% | 1.20% |
31 Dec, 22 | 82.68% | 2.29% |
30 Sep, 22 | 60.07% | 1.77% |
30 Jun, 22 | 58.33% | 1.02% |
31 Mar, 22 | 75.76% | 1.31% |
31 Dec, 21 | 76.04% | 1.43% |
30 Sep, 21 | 72.88% | 1.24% |
30 Jun, 21 | 76.65% | 1.31% |
31 Mar, 21 | 76.42% | 1.61% |
31 Dec, 20 | 68.95% | 1.77% |
30 Sep, 20 | 62.47% | 1.62% |
30 Jun, 20 | 62.10% | 1.43% |
31 Mar, 20 | 65.99% | 1.45% |
31 Dec, 19 | 67.55% | 1.54% |
30 Sep, 19 | 66.25% | 1.58% |
30 Jun, 19 | 64.66% | 1.45% |
31 Mar, 19 | 66.90% | 1.62% |
31 Dec, 18 | 64.20% | 1.62% |
30 Sep, 18 | 63.01% | 1.72% |
30 Jun, 18 | 60.59% | 1.68% |
31 Mar, 18 | 60.05% | 1.64% |
31 Dec, 17 | 60.47% | 1.67% |
30 Sep, 17 | 60.20% | 1.71% |
30 Jun, 17 | 59.31% | 1.76% |
31 Mar, 17 | 57.99% | 1.76% |
31 Dec, 16 | 57.44% | 1.78% |
30 Sep, 16 | 56.87% | 1.84% |
30 Jun, 16 | 55.61% | 1.79% |
31 Mar, 16 | 55.79% | 1.81% |
31 Dec, 15 | 55.58% | 1.81% |
30 Sep, 15 | 55.43% | 1.84% |
30 Jun, 15 | 54.85% | 1.85% |
31 Mar, 15 | 54.50% | 1.86% |
31 Dec, 14 | 54.14% | 1.73% |
30 Sep, 14 | 55.99% | 1.82% |
30 Jun, 14 | 55.44% | 1.99% |
31 Mar, 14 | 52.82% | 1.90% |
31 Dec, 13 | 52.75% | 1.83% |
30 Sep, 13 | 53.73% | 2.09% |
30 Jun, 13 | 50.69% | 22.48% |
31 Mar, 13 | 15.02% | 7.19% |
31 Dec, 12 | 14.46% | 4.27% |
30 Sep, 12 | 18.40% | 3.42% |
30 Jun, 12 | 23.19% | 12.32% |
31 Mar, 12 | 13.72% | 6.60% |
31 Dec, 11 | 14.41% | 5.71% |
30 Sep, 11 | 15.89% | 1.92% |
30 Jun, 11 | 28.77% | 4.96% |
31 Mar, 11 | 24.09% | 6.12% |
31 Dec, 10 | 19.83% | 14.67% |
30 Sep, 10 | 11.63% | 8.36% |
30 Jun, 10 | 11.79% | 1.85% |
31 Mar, 10 | 25.24% | 6.75% |
31 Dec, 09 | 19.33% | 3.89% |
30 Sep, 09 | 22.30% | 12.19% |
30 Jun, 09 | 13.53% | 2.97% |
31 Mar, 09 | 21.34% | 3.07% |
31 Dec, 08 | 26.36% | 7.09% |
30 Sep, 08 | 19.28% | 7.12% |
30 Jun, 08 | 16.45% | 20.24% |
31 Mar, 08 | 9.02% | 9.63% |
31 Dec, 07 | 9.67% | 13.25% |
30 Sep, 07 | 8.54% | 13.61% |
30 Jun, 07 | 7.92% | 34.62% |
31 Mar, 07 | 4.78% | 7.55% |
31 Dec, 06 | 7.96% | 17.90% |
30 Sep, 06 | 6.67% | 18.57% |
30 Jun, 06 | 5.99% | 23.06% |
31 Mar, 06 | 5.10% | 26.52% |
31 Dec, 05 | 4.38% | 24.80% |
30 Sep, 05 | 4.20% | 5.19% |
30 Jun, 05 | 9.00% | 13.23% |
31 Mar, 05 | 8.25% | 15.15% |
31 Dec, 04 | 7.38% | 15.00% |
30 Sep, 04 | 7.01% | 13.90% |
30 Jun, 04 | 7.10% | 14.34% |
31 Mar, 04 | 7.04% | 17.95% |
31 Dec, 03 | 6.26% | 19.05% |
30 Sep, 03 | 5.73% | 12.79% |
30 Jun, 03 | 6.69% | 35.88% |
31 Mar, 03 | 4.32% | 18.47% |
31 Dec, 02 | 4.84% | 27.82% |
30 Sep, 02 | 4.17% | 28.50% |
30 Jun, 02 | 3.83% | 14.40% |
31 Mar, 02 | 5.15% | 27.84% |
31 Dec, 01 | 4.30% | 21.94% |
30 Sep, 01 | 4.43% | 16.04% |
30 Jun, 01 | 5.25% | 27.90% |
31 Mar, 01 | 4.34% | 99.54% |
31 Dec, 00 | 2.09% | 23.47% |
30 Sep, 00 | 2.98% | 24.23% |
30 Jun, 00 | 3.51% | 119.02% |
31 Mar, 00 | 1.72% | 28.02% |
31 Dec, 99 | 2.48% | 41.57% |
30 Sep, 99 | 2.44% | 19.82% |
30 Jun, 99 | 3.51% | 36.11% |
31 Mar, 99 | 3.12% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 66 | -9.59% |
31 Mar, 24 | 73 | -10.98% |
31 Dec, 23 | 82 | 38.98% |
30 Sep, 23 | 59 | -7.81% |
30 Jun, 23 | 64 | -8.57% |
31 Mar, 23 | 70 | -5.41% |
31 Dec, 22 | 74 | -15.91% |
30 Sep, 22 | 88 | 51.72% |
30 Jun, 22 | 58 | -9.38% |
31 Mar, 22 | 64 | -9.86% |
31 Dec, 21 | 71 | 26.79% |
30 Sep, 21 | 56 | -18.84% |
30 Jun, 21 | 69 | 7.81% |
31 Mar, 21 | 64 | -13.51% |
31 Dec, 20 | 74 | 5.71% |
30 Sep, 20 | 70 | 16.67% |
30 Jun, 20 | 60 | -20.00% |
31 Mar, 20 | 75 | -5.06% |
31 Dec, 19 | 79 | -4.82% |
30 Sep, 19 | 83 | -21.70% |
30 Jun, 19 | 106 | -6.19% |
31 Mar, 19 | 113 | -1.74% |
31 Dec, 18 | 115 | 22.34% |
30 Sep, 18 | 94 | 27.03% |
30 Jun, 18 | 74 | -3.90% |
31 Mar, 18 | 77 | 14.93% |
31 Dec, 17 | 67 | -6.94% |
30 Sep, 17 | 72 | -7.69% |
30 Jun, 17 | 78 | 2.63% |
31 Mar, 17 | 76 | -2.56% |
31 Dec, 16 | 78 | 23.81% |
30 Sep, 16 | 63 | 43.18% |
30 Jun, 16 | 44 | -37.14% |
31 Mar, 16 | 70 | 22.81% |
31 Dec, 15 | 57 | -12.31% |
30 Sep, 15 | 65 | 27.45% |
30 Jun, 15 | 51 | -21.54% |
31 Mar, 15 | 65 | 22.64% |
31 Dec, 14 | 53 | -14.52% |
30 Sep, 14 | 62 | 12.73% |
30 Jun, 14 | 55 | 3.77% |
31 Mar, 14 | 53 | -23.19% |
31 Dec, 13 | 69 | 13.11% |
30 Sep, 13 | 61 | -24.69% |
30 Jun, 13 | 81 | 237.50% |
31 Mar, 13 | 24 | 9.09% |
31 Dec, 12 | 22 | 4.76% |
30 Sep, 12 | 21 | -19.23% |
30 Jun, 12 | 26 | 4.00% |
31 Mar, 12 | 25 | -10.71% |
31 Dec, 11 | 28 | 21.74% |
30 Sep, 11 | 23 | 27.78% |
30 Jun, 11 | 18 | -14.29% |
31 Mar, 11 | 21 | 16.67% |
31 Dec, 10 | 18 | - |
30 Sep, 10 | 18 | -25.00% |
30 Jun, 10 | 24 | 4.35% |
31 Mar, 10 | 23 | 109.09% |
31 Dec, 09 | 11 | -35.29% |
30 Sep, 09 | 17 | 13.33% |
30 Jun, 09 | 15 | 15.38% |
31 Mar, 09 | 13 | -27.78% |
31 Dec, 08 | 18 | 12.50% |
30 Sep, 08 | 16 | - |
30 Jun, 08 | 16 | 33.33% |
31 Mar, 08 | 12 | - |
31 Dec, 07 | 12 | 20.00% |
30 Sep, 07 | 10 | 100.00% |
30 Jun, 07 | 5 | -64.29% |
31 Mar, 07 | 14 | -30.00% |
31 Dec, 06 | 20 | 81.82% |
30 Sep, 06 | 11 | -15.38% |
30 Jun, 06 | 13 | 30.00% |
31 Mar, 06 | 10 | 100.00% |
31 Dec, 05 | 5 | -16.67% |
30 Sep, 05 | 6 | -53.85% |
30 Jun, 05 | 13 | 18.18% |
31 Mar, 05 | 11 | -21.43% |
31 Dec, 04 | 14 | 40.00% |
30 Sep, 04 | 10 | 42.86% |
30 Jun, 04 | 7 | -56.25% |
31 Mar, 04 | 16 | 45.45% |
31 Dec, 03 | 11 | 37.50% |
30 Sep, 03 | 8 | - |
30 Jun, 03 | 8 | 33.33% |
31 Mar, 03 | 6 | -33.33% |
31 Dec, 02 | 9 | 50.00% |
30 Sep, 02 | 6 | -25.00% |
30 Jun, 02 | 8 | -11.11% |
31 Mar, 02 | 9 | 125.00% |
31 Dec, 01 | 4 | 33.33% |
30 Sep, 01 | 3 | -40.00% |
30 Jun, 01 | 5 | - |
31 Mar, 01 | 5 | 66.67% |
31 Dec, 00 | 3 | - |
30 Sep, 00 | 3 | -50.00% |
30 Jun, 00 | 6 | -14.29% |
31 Mar, 00 | 7 | 75.00% |
31 Dec, 99 | 4 | -20.00% |
30 Sep, 99 | 5 | -16.67% |
30 Jun, 99 | 6 | -14.29% |
31 Mar, 99 | 7 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 50 | -15.25% |
31 Mar, 24 | 59 | 9.26% |
31 Dec, 23 | 54 | -3.57% |
30 Sep, 23 | 56 | 27.27% |
30 Jun, 23 | 44 | -4.35% |
31 Mar, 23 | 46 | 21.05% |
31 Dec, 22 | 38 | 18.75% |
30 Sep, 22 | 32 | -34.69% |
30 Jun, 22 | 49 | -7.55% |
31 Mar, 22 | 53 | 20.45% |
31 Dec, 21 | 44 | -15.38% |
30 Sep, 21 | 52 | 33.33% |
30 Jun, 21 | 39 | -27.78% |
31 Mar, 21 | 54 | 1.89% |
31 Dec, 20 | 53 | 26.19% |
30 Sep, 20 | 42 | -4.55% |
30 Jun, 20 | 44 | -8.33% |
31 Mar, 20 | 48 | -25.00% |
31 Dec, 19 | 64 | -4.48% |
30 Sep, 19 | 67 | 21.82% |
30 Jun, 19 | 55 | -5.17% |
31 Mar, 19 | 58 | -9.38% |
31 Dec, 18 | 64 | 20.75% |
30 Sep, 18 | 53 | 8.16% |
30 Jun, 18 | 49 | -2.00% |
31 Mar, 18 | 50 | -5.66% |
31 Dec, 17 | 53 | 23.26% |
30 Sep, 17 | 43 | -12.24% |
30 Jun, 17 | 49 | 13.95% |
31 Mar, 17 | 43 | -2.27% |
31 Dec, 16 | 44 | -4.35% |
30 Sep, 16 | 46 | - |
30 Jun, 16 | 46 | 43.75% |
31 Mar, 16 | 32 | -20.00% |
31 Dec, 15 | 40 | -6.98% |
30 Sep, 15 | 43 | -15.69% |
30 Jun, 15 | 51 | 27.50% |
31 Mar, 15 | 40 | -4.76% |
31 Dec, 14 | 42 | -2.33% |
30 Sep, 14 | 43 | -8.51% |
30 Jun, 14 | 47 | 2.17% |
31 Mar, 14 | 46 | 76.92% |
31 Dec, 13 | 26 | -16.13% |
30 Sep, 13 | 31 | 244.44% |
30 Jun, 13 | 9 | 12.50% |
31 Mar, 13 | 8 | -46.67% |
31 Dec, 12 | 15 | 36.36% |
30 Sep, 12 | 11 | -15.38% |
30 Jun, 12 | 13 | 18.18% |
31 Mar, 12 | 11 | 37.50% |
31 Dec, 11 | 8 | -42.86% |
30 Sep, 11 | 14 | - |
30 Jun, 11 | 14 | 75.00% |
31 Mar, 11 | 8 | -11.11% |
31 Dec, 10 | 9 | 12.50% |
30 Sep, 10 | 8 | 166.67% |
30 Jun, 10 | 3 | -40.00% |
31 Mar, 10 | 5 | 25.00% |
31 Dec, 09 | 4 | - |
30 Sep, 09 | 4 | - |
30 Jun, 09 | 4 | - |
31 Mar, 09 | 4 | -20.00% |
31 Dec, 08 | 5 | 25.00% |
30 Sep, 08 | 4 | 100.00% |
30 Jun, 08 | 2 | -60.00% |
31 Mar, 08 | 5 | - |
31 Dec, 07 | 5 | 66.67% |
30 Sep, 07 | 3 | -57.14% |
30 Jun, 07 | 7 | 75.00% |
31 Mar, 07 | 4 | -20.00% |
31 Dec, 06 | 5 | -16.67% |
30 Sep, 06 | 6 | 20.00% |
30 Jun, 06 | 5 | -16.67% |
31 Mar, 06 | 6 | 20.00% |
31 Dec, 05 | 5 | 66.67% |
30 Sep, 05 | 3 | -40.00% |
30 Jun, 05 | 5 | -50.00% |
31 Mar, 05 | 10 | 66.67% |
31 Dec, 04 | 6 | 100.00% |
30 Sep, 04 | 3 | -50.00% |
30 Jun, 04 | 6 | 20.00% |
31 Mar, 04 | 5 | 150.00% |
31 Dec, 03 | 2 | -50.00% |
30 Sep, 03 | 4 | 33.33% |
30 Jun, 03 | 3 | - |
31 Mar, 03 | - | -100.00% |
31 Dec, 02 | 3 | 50.00% |
30 Sep, 02 | 2 | -33.33% |
30 Jun, 02 | 3 | - |
31 Mar, 02 | - | -100.00% |
31 Dec, 01 | 2 | - |
30 Sep, 01 | 2 | - |
30 Jun, 01 | 2 | -33.33% |
31 Mar, 01 | 3 | 200.00% |
31 Dec, 00 | 1 | -66.67% |
30 Sep, 00 | 3 | 200.00% |
30 Jun, 00 | 1 | - |
31 Mar, 00 | - | -100.00% |
31 Dec, 99 | 2 | - |
30 Sep, 99 | 2 | 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 | 139 | -14.20% | 22,930,010 | -22.20% | 72.34% | 0.84% | 66 | -9.59% | 50 | -15.25% |
31 Mar, 24 | 162 | 0.62% | 29,473,644 | 1.76% | 92.99% | 1.11% | 73 | -10.98% | 59 | 9.26% |
31 Dec, 23 | 161 | 5.23% | 28,963,972 | 11.89% | 91.38% | 1.37% | 82 | 38.98% | 54 | -3.57% |
30 Sep, 23 | 153 | 5.52% | 25,887,046 | -0.03% | 81.69% | 1.22% | 59 | -7.81% | 56 | 27.27% |
30 Jun, 23 | 145 | -2.03% | 25,893,562 | -0.36% | 81.75% | 1.21% | 64 | -8.57% | 44 | -4.35% |
31 Mar, 23 | 148 | 2.78% | 25,987,735 | 1.98% | 82.31% | 1.20% | 70 | -5.41% | 46 | 21.05% |
31 Dec, 22 | 144 | -8.28% | 25,482,792 | 4.22% | 82.68% | 2.29% | 74 | -15.91% | 38 | 18.75% |
30 Sep, 22 | 157 | 18.05% | 24,450,818 | 3.21% | 60.07% | 1.77% | 88 | 51.72% | 32 | -34.69% |
30 Jun, 22 | 133 | -6.34% | 23,690,294 | -0.55% | 58.33% | 1.02% | 58 | -9.38% | 49 | -7.55% |
31 Mar, 22 | 142 | 1.43% | 23,822,441 | -0.31% | 75.76% | 1.31% | 64 | -9.86% | 53 | 20.45% |
31 Dec, 21 | 140 | 6.06% | 23,896,544 | 4.35% | 76.04% | 1.43% | 71 | 26.79% | 44 | -15.38% |
30 Sep, 21 | 132 | -9.59% | 22,900,810 | -4.87% | 72.88% | 1.24% | 56 | -18.84% | 52 | 33.33% |
30 Jun, 21 | 146 | 2.82% | 24,072,343 | 0.97% | 76.65% | 1.31% | 69 | 7.81% | 39 | -27.78% |
31 Mar, 21 | 142 | -4.70% | 23,840,303 | 11.39% | 76.42% | 1.61% | 64 | -13.51% | 54 | 1.89% |
31 Dec, 20 | 149 | 7.19% | 21,402,651 | 10.29% | 68.95% | 1.77% | 74 | 5.71% | 53 | 26.19% |
30 Sep, 20 | 139 | 3.73% | 19,406,550 | 0.61% | 62.47% | 1.62% | 70 | 16.67% | 42 | -4.55% |
30 Jun, 20 | 134 | -6.94% | 19,288,005 | -5.64% | 62.10% | 1.43% | 60 | -20.00% | 44 | -8.33% |
31 Mar, 20 | 144 | -16.28% | 20,440,362 | -2.22% | 65.99% | 1.45% | 75 | -5.06% | 48 | -25.00% |
31 Dec, 19 | 172 | -2.27% | 20,903,784 | 1.68% | 67.55% | 1.54% | 79 | -4.82% | 64 | -4.48% |
30 Sep, 19 | 176 | -5.88% | 20,558,228 | 2.50% | 66.25% | 1.58% | 83 | -21.70% | 67 | 21.82% |
30 Jun, 19 | 187 | -5.08% | 20,057,752 | 0.34% | 64.66% | 1.45% | 106 | -6.19% | 55 | -5.17% |
31 Mar, 19 | 197 | -2.96% | 19,990,342 | 9.83% | 66.90% | 1.62% | 113 | -1.74% | 58 | -9.38% |
31 Dec, 18 | 203 | 12.78% | 18,201,960 | 1.97% | 64.20% | 1.62% | 115 | 22.34% | 64 | 20.75% |
30 Sep, 18 | 180 | 15.38% | 17,850,312 | 5.06% | 63.01% | 1.72% | 94 | 27.03% | 53 | 8.16% |
30 Jun, 18 | 156 | 3.31% | 16,991,068 | 1.13% | 60.59% | 1.68% | 74 | -3.90% | 49 | -2.00% |
31 Mar, 18 | 151 | 1.34% | 16,800,627 | -0.26% | 60.05% | 1.64% | 77 | 14.93% | 50 | -5.66% |
31 Dec, 17 | 149 | 2.76% | 16,843,979 | 0.52% | 60.47% | 1.67% | 67 | -6.94% | 53 | 23.26% |
30 Sep, 17 | 145 | -9.38% | 16,757,311 | 1.60% | 60.20% | 1.71% | 72 | -7.69% | 43 | -12.24% |
30 Jun, 17 | 160 | 5.26% | 16,493,572 | 2.46% | 59.31% | 1.76% | 78 | 2.63% | 49 | 13.95% |
31 Mar, 17 | 152 | 1.33% | 16,098,303 | 1.28% | 57.99% | 1.76% | 76 | -2.56% | 43 | -2.27% |
31 Dec, 16 | 150 | 8.70% | 15,895,489 | 1.17% | 57.44% | 1.78% | 78 | 23.81% | 44 | -4.35% |
30 Sep, 16 | 138 | 12.20% | 15,710,932 | 2.77% | 56.87% | 1.84% | 63 | 43.18% | 46 | - |
30 Jun, 16 | 123 | 0.82% | 15,288,150 | -0.29% | 55.61% | 1.79% | 44 | -37.14% | 46 | 43.75% |
31 Mar, 16 | 122 | -3.17% | 15,333,296 | -0.28% | 55.79% | 1.81% | 70 | 22.81% | 32 | -20.00% |
31 Dec, 15 | 126 | -5.26% | 15,376,005 | 0.46% | 55.58% | 1.81% | 57 | -12.31% | 40 | -6.98% |
30 Sep, 15 | 133 | 2.31% | 15,306,262 | 1.27% | 55.43% | 1.84% | 65 | 27.45% | 43 | -15.69% |
30 Jun, 15 | 130 | - | 15,113,714 | 1.05% | 54.85% | 1.85% | 51 | -21.54% | 51 | 27.50% |
31 Mar, 15 | 130 | 4.84% | 14,955,929 | 0.79% | 54.50% | 1.86% | 65 | 22.64% | 40 | -4.76% |
31 Dec, 14 | 124 | -5.34% | 14,839,151 | -3.24% | 54.14% | 1.73% | 53 | -14.52% | 42 | -2.33% |
30 Sep, 14 | 131 | 3.97% | 15,336,781 | 1.33% | 55.99% | 1.82% | 62 | 12.73% | 43 | -8.51% |
30 Jun, 14 | 126 | 7.69% | 15,135,608 | 6.38% | 55.44% | 1.99% | 55 | 3.77% | 47 | 2.17% |
31 Mar, 14 | 117 | 2.63% | 14,227,488 | -0.37% | 52.82% | 1.90% | 53 | -23.19% | 46 | 76.92% |
31 Dec, 13 | 114 | 1.79% | 14,280,115 | -1.85% | 52.75% | 1.83% | 69 | 13.11% | 26 | -16.13% |
30 Sep, 13 | 112 | 12.00% | 14,549,279 | 6.01% | 53.73% | 2.09% | 61 | -24.69% | 31 | 244.44% |
30 Jun, 13 | 100 | 163.16% | 13,723,888 | 235.35% | 50.69% | 22.48% | 81 | 237.50% | 9 | 12.50% |
31 Mar, 13 | 38 | -7.32% | 4,092,434 | 3.82% | 15.02% | 7.19% | 24 | 9.09% | 8 | -46.67% |
31 Dec, 12 | 41 | 7.89% | 3,942,007 | -25.85% | 14.46% | 4.27% | 22 | 4.76% | 15 | 36.36% |
30 Sep, 12 | 38 | -19.15% | 5,315,952 | -20.67% | 18.40% | 3.42% | 21 | -19.23% | 11 | -15.38% |
30 Jun, 12 | 47 | 14.63% | 6,700,849 | 67.19% | 23.19% | 12.32% | 26 | 4.00% | 13 | 18.18% |
31 Mar, 12 | 41 | 2.50% | 4,007,988 | -4.93% | 13.72% | 6.60% | 25 | -10.71% | 11 | 37.50% |
31 Dec, 11 | 40 | -2.44% | 4,215,830 | -9.63% | 14.41% | 5.71% | 28 | 21.74% | 8 | -42.86% |
30 Sep, 11 | 41 | 7.89% | 4,665,068 | -44.68% | 15.89% | 1.92% | 23 | 27.78% | 14 | - |
30 Jun, 11 | 38 | - | 8,432,372 | 18.05% | 28.77% | 4.96% | 18 | -14.29% | 14 | 75.00% |
31 Mar, 11 | 38 | 8.57% | 7,142,881 | 21.89% | 24.09% | 6.12% | 21 | 16.67% | 8 | -11.11% |
31 Dec, 10 | 35 | 9.38% | 5,859,961 | 70.55% | 19.83% | 14.67% | 18 | - | 9 | 12.50% |
30 Sep, 10 | 32 | 3.23% | 3,435,819 | -2.23% | 11.63% | 8.36% | 18 | -25.00% | 8 | 166.67% |
30 Jun, 10 | 31 | -11.43% | 3,514,274 | -53.26% | 11.79% | 1.85% | 24 | 4.35% | 3 | -40.00% |
31 Mar, 10 | 35 | 52.17% | 7,519,004 | 30.63% | 25.24% | 6.75% | 23 | 109.09% | 5 | 25.00% |
31 Dec, 09 | 23 | -11.54% | 5,756,107 | -13.58% | 19.33% | 3.89% | 11 | -35.29% | 4 | - |
30 Sep, 09 | 26 | 18.18% | 6,660,485 | 65.25% | 22.30% | 12.19% | 17 | 13.33% | 4 | - |
30 Jun, 09 | 22 | 15.79% | 4,030,564 | -36.55% | 13.53% | 2.97% | 15 | 15.38% | 4 | - |
31 Mar, 09 | 19 | -24.00% | 6,352,594 | -19.07% | 21.34% | 3.07% | 13 | -27.78% | 4 | -20.00% |
31 Dec, 08 | 25 | - | 7,849,466 | 36.99% | 26.36% | 7.09% | 18 | 12.50% | 5 | 25.00% |
30 Sep, 08 | 25 | 19.05% | 5,730,034 | 16.87% | 19.28% | 7.12% | 16 | - | 4 | 100.00% |
30 Jun, 08 | 21 | 10.53% | 4,903,122 | 83.26% | 16.45% | 20.24% | 16 | 33.33% | 2 | -60.00% |
31 Mar, 08 | 19 | -9.52% | 2,675,488 | -5.93% | 9.02% | 9.63% | 12 | - | 5 | - |
31 Dec, 07 | 21 | 23.53% | 2,844,144 | 9.81% | 9.67% | 13.25% | 12 | 20.00% | 5 | 66.67% |
30 Sep, 07 | 17 | -10.53% | 2,589,977 | 6.11% | 8.54% | 13.61% | 10 | 100.00% | 3 | -57.14% |
30 Jun, 07 | 19 | -29.63% | 2,440,915 | 64.67% | 7.92% | 34.62% | 5 | -64.29% | 7 | 75.00% |
31 Mar, 07 | 27 | -10.00% | 1,482,334 | -39.09% | 4.78% | 7.55% | 14 | -30.00% | 4 | -20.00% |
31 Dec, 06 | 30 | 50.00% | 2,433,510 | 20.57% | 7.96% | 17.90% | 20 | 81.82% | 5 | -16.67% |
30 Sep, 06 | 20 | -4.76% | 2,018,317 | 10.55% | 6.67% | 18.57% | 11 | -15.38% | 6 | 20.00% |
30 Jun, 06 | 21 | 10.53% | 1,825,666 | 13.74% | 5.99% | 23.06% | 13 | 30.00% | 5 | -16.67% |
31 Mar, 06 | 19 | 26.67% | 1,605,098 | 23.39% | 5.10% | 26.52% | 10 | 100.00% | 6 | 20.00% |
31 Dec, 05 | 15 | - | 1,300,878 | 2.09% | 4.38% | 24.80% | 5 | -16.67% | 5 | 66.67% |
30 Sep, 05 | 15 | -25.00% | 1,274,186 | -53.06% | 4.20% | 5.19% | 6 | -53.85% | 3 | -40.00% |
30 Jun, 05 | 20 | -13.04% | 2,714,778 | 9.81% | 9.00% | 13.23% | 13 | 18.18% | 5 | -50.00% |
31 Mar, 05 | 23 | - | 2,472,154 | 11.40% | 8.25% | 15.15% | 11 | -21.43% | 10 | 66.67% |
31 Dec, 04 | 23 | 27.78% | 2,219,081 | 6.00% | 7.38% | 15.00% | 14 | 40.00% | 6 | 100.00% |
30 Sep, 04 | 18 | -5.26% | 2,093,531 | -0.53% | 7.01% | 13.90% | 10 | 42.86% | 3 | -50.00% |
30 Jun, 04 | 19 | -17.39% | 2,104,631 | 4.73% | 7.10% | 14.34% | 7 | -56.25% | 6 | 20.00% |
31 Mar, 04 | 23 | 35.29% | 2,009,483 | 6.91% | 7.04% | 17.95% | 16 | 45.45% | 5 | 150.00% |
31 Dec, 03 | 17 | 6.25% | 1,879,623 | 11.02% | 6.26% | 19.05% | 11 | 37.50% | 2 | -50.00% |
30 Sep, 03 | 16 | 23.08% | 1,693,103 | -14.55% | 5.73% | 12.79% | 8 | - | 4 | 33.33% |
30 Jun, 03 | 13 | 30.00% | 1,981,476 | 58.64% | 6.69% | 35.88% | 8 | 33.33% | 3 | - |
31 Mar, 03 | 10 | -16.67% | 1,249,076 | -12.06% | 4.32% | 18.47% | 6 | -33.33% | - | -100.00% |
31 Dec, 02 | 12 | 9.09% | 1,420,314 | 16.14% | 4.84% | 27.82% | 9 | 50.00% | 3 | 50.00% |
30 Sep, 02 | 11 | -8.33% | 1,222,921 | 8.19% | 4.17% | 28.50% | 6 | -25.00% | 2 | -33.33% |
30 Jun, 02 | 12 | 9.09% | 1,130,392 | -25.01% | 3.83% | 14.40% | 8 | -11.11% | 3 | - |
31 Mar, 02 | 11 | 57.14% | 1,507,382 | 19.88% | 5.15% | 27.84% | 9 | 125.00% | - | -100.00% |
31 Dec, 01 | 7 | -12.50% | 1,257,410 | -2.76% | 4.30% | 21.94% | 4 | 33.33% | 2 | - |
30 Sep, 01 | 8 | -11.11% | 1,293,105 | -16.30% | 4.43% | 16.04% | 3 | -40.00% | 2 | - |
30 Jun, 01 | 9 | - | 1,544,931 | 22.18% | 5.25% | 27.90% | 5 | - | 2 | -33.33% |
31 Mar, 01 | 9 | 28.57% | 1,264,433 | 107.80% | 4.34% | 99.54% | 5 | 66.67% | 3 | 200.00% |
31 Dec, 00 | 7 | -22.22% | 608,500 | -30.38% | 2.09% | 23.47% | 3 | - | 1 | -66.67% |
30 Sep, 00 | 9 | - | 874,033 | -15.70% | 2.98% | 24.23% | 3 | -50.00% | 3 | 200.00% |
30 Jun, 00 | 9 | 28.57% | 1,036,759 | 102.38% | 3.51% | 119.02% | 6 | -14.29% | 1 | - |
31 Mar, 00 | 7 | -12.50% | 512,284 | -29.79% | 1.72% | 28.02% | 7 | 75.00% | - | -100.00% |
31 Dec, 99 | 8 | 14.29% | 729,652 | -0.02% | 2.48% | 41.57% | 4 | -20.00% | 2 | - |
30 Sep, 99 | 7 | -12.50% | 729,777 | -30.66% | 2.44% | 19.82% | 5 | -16.67% | 2 | 100.00% |
30 Jun, 99 | 8 | 14.29% | 1,052,531 | 12.43% | 3.51% | 36.11% | 6 | -14.29% | 1 | - |
31 Mar, 99 | 7 | - | 936,141 | - | 3.12% | - | 7 | - | - | - |
Marcus Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Marcus Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 8 | 1 | 800.00% |
Q1 2024 | 10 | 9 | 111.11% |
Q4 2023 | 16 | - | - |
Q3 2023 | 1 | 3 | 33.33% |
Q2 2023 | 12 | 27 | 44.44% |
Q1 2023 | 9 | 7 | 128.57% |
Q4 2022 | 24 | 2 | 1200.00% |
Q3 2022 | 2 | 5 | 40.00% |
Q2 2022 | 13 | 12 | 108.33% |
Q1 2022 | 8 | 25 | 32.00% |
Q4 2021 | 18 | 4 | 450.00% |
Q2 2021 | 21 | 8 | 262.50% |
Q1 2021 | 21 | 32 | 65.63% |
Q3 2020 | 2 | 9 | 22.22% |
Q2 2020 | 15 | 2 | 750.00% |
Q1 2020 | 13 | 10 | 130.00% |
Q4 2019 | 20 | 1 | 2000.00% |
Q3 2019 | 3 | 9 | 33.33% |
Q2 2019 | 11 | 5 | 220.00% |
Q1 2019 | 17 | 33 | 51.52% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | - | - |
Q1 2024 | - | - | - |
Q4 2023 | - | - | - |
Q3 2023 | - | - | - |
Q2 2023 | - | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | 2 | - |
Q3 2022 | - | 1 | - |
Q2 2022 | - | - | - |
Q1 2022 | - | - | - |
Q4 2021 | - | 3 | - |
Q2 2021 | - | 4 | - |
Q1 2021 | - | 10 | - |
Q3 2020 | - | - | - |
Q2 2020 | - | - | - |
Q1 2020 | 3 | - | - |
Q4 2019 | - | - | - |
Q3 2019 | - | - | - |
Q2 2019 | - | 2 | - |
Q1 2019 | - | 13 | - |
MCS Ownership FAQ
Who Owns Marcus?
Marcus is owned by institutional shareholders (72.34%), insiders (5.21%), and public (22.44%). The largest institutional shareholder of Marcus is BLACKROCK INC. (7.26% of total shares) and the top mutual fund owner is FORUM FUNDS (0.46% of total shares).
Who are the major institutional shareholders of Marcus?
Marcus's major institutional shareholders are BLACKROCK INC., GATE CITY CAPITAL MANAGEMENT, LLC, KLCM ADVISORS, INC., DIMENSIONAL FUND ADVISORS LP, and VANGUARD GROUP INC. The top five shareholders own together 26.68% of the company's share outstanding.
How many Marcus shareholders are there?
As of Jun 2024, there are 139 institutional shareholders of Marcus.
What percentage of Marcus is owned by BLACKROCK INC?
BLACKROCK INC owns 2.3M shares of Marcus, representing 7.26% of the company's total shares outstanding, valued at $26.18M (as of Jun 2024).
What percentage of Marcus is owned by GATE CITY CAPITAL MANAGEMENT, LLC?
As of Jun 2024, GATE CITY CAPITAL MANAGEMENT, LLC holds 1.67M shares of Marcus (MCS), compromising 5.28% of the company, valued at $19.03M.
What percentage of Marcus is owned by KLCM ADVISORS, INC?
KLCM ADVISORS, INC is the third largest holder of Marcus. The company owns 1.57M of the company's shares outstanding (worth $17.86M).