2U Ownership 2024 | Who Owns 2U Now?
Institutional Ownership
0.00%
Insider Ownership
4.33%
Retail Ownership
95.67%
Institutional Holders
5.00
2U Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 1,089 | -345 | -24.06% | 227 | Jun 30, 2024 |
HERITAGE WEALTH ADVISORS | - | - | 36 | -1,064 | -96.73% | 185 | Jun 30, 2024 |
NBT BANK N A /NY | - | - | 33 | -967 | -96.70% | 169 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | - | 6 | 6 | 100.00% | 31 | Jun 30, 2024 |
C M BIDWELL & ASSOCIATES LTD | - | - | 3 | -102 | -97.14% | 15 | Jun 30, 2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | - | - | 3 | -97 | -97.00% | 15 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -39,520 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -153,917 | -100.00% | - | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | - | - | - | -573,230 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -30,253 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | - | - | - | -669,952 | -100.00% | - | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -361,725 | -100.00% | - | Jun 30, 2024 |
STATE STREET CORP | - | - | - | -1,612,804 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | - | - | - | -4,511,601 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -159,681 | -100.00% | - | Jun 30, 2024 |
FMR LLC | - | - | - | -673,089 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -48 | -100.00% | - | Jun 30, 2024 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | - | - | - | -6,471 | -100.00% | - | Jun 30, 2024 |
NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -24,542 | -100.00% | - | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RIDGEWOOD INVESTMENTS LLC | - | - | 6 | 6 | 100.00% | 31 | Jun 30, 2024 |
NBT BANK N A /NY | - | - | 33 | -967 | -96.70% | 169 | Jun 30, 2024 |
C M BIDWELL & ASSOCIATES LTD | - | - | 3 | -102 | -97.14% | 15 | Jun 30, 2024 |
HERITAGE WEALTH ADVISORS | - | - | 36 | -1,064 | -96.73% | 185 | Jun 30, 2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | - | - | 3 | -97 | -97.00% | 15 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 1,089 | -345 | -24.06% | 227 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -39,520 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -153,917 | -100.00% | - | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | - | - | - | -573,230 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -30,253 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | - | - | - | -669,952 | -100.00% | - | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -361,725 | -100.00% | - | Jun 30, 2024 |
STATE STREET CORP | - | - | - | -1,612,804 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | - | - | - | -4,511,601 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -159,681 | -100.00% | - | Jun 30, 2024 |
FMR LLC | - | - | - | -673,089 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -48 | -100.00% | - | Jun 30, 2024 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | - | - | - | -6,471 | -100.00% | - | Jun 30, 2024 |
NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -24,542 | -100.00% | - | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RIDGEWOOD INVESTMENTS LLC | - | - | 6 | 6 | 100.00% | 31 | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
QUENT CAPITAL, LLC | - | - | - | -36 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -48 | -100.00% | - | Jun 30, 2024 |
COMERICA BANK | - | - | - | -53 | -100.00% | - | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | - | - | 3 | -97 | -97.00% | 15 | Jun 30, 2024 |
C M BIDWELL & ASSOCIATES LTD | - | - | 3 | -102 | -97.14% | 15 | Jun 30, 2024 |
NEMES RUSH GROUP LLC | - | - | - | -111 | -100.00% | - | Jun 30, 2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | - | - | - | -125 | -100.00% | - | Jun 30, 2024 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 1,089 | -345 | -24.06% | 227 | Jun 30, 2024 |
NBT BANK N A /NY | - | - | 33 | -967 | -96.70% | 169 | Jun 30, 2024 |
HERITAGE WEALTH ADVISORS | - | - | 36 | -1,064 | -96.73% | 185 | Jun 30, 2024 |
RFP FINANCIAL GROUP LLC | - | - | - | -1,099 | -100.00% | - | Jun 30, 2024 |
NATIONAL BANK OF CANADA /FI/ | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
AVION WEALTH | - | - | - | -1,545 | -100.00% | - | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -2,091 | -100.00% | - | Jun 30, 2024 |
AMALGAMATED BANK | - | - | - | -2,502 | -100.00% | - | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ARK INVESTMENT MANAGEMENT LLC | - | - | - | -8,267,605 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -6,099,488 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | - | - | - | -4,511,601 | -100.00% | - | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | - | - | - | -4,135,095 | -100.00% | - | Jun 30, 2024 |
GREENVALE CAPITAL LLP | - | - | - | -3,452,353 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -3,021,312 | -100.00% | - | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -1,770,765 | -100.00% | - | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -1,705,875 | -100.00% | - | Jun 30, 2024 |
STATE STREET CORP | - | - | - | -1,612,804 | -100.00% | - | Jun 30, 2024 |
INVESCO LTD. | - | - | - | -1,408,591 | -100.00% | - | Jun 30, 2024 |
BLANTYRE CAPITAL LTD | - | - | - | -1,215,087 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -992,628 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -872,200 | -100.00% | - | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | - | - | - | -849,361 | -100.00% | - | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -818,005 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -778,856 | -100.00% | - | Jun 30, 2024 |
FMR LLC | - | - | - | -673,089 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | - | - | - | -669,952 | -100.00% | - | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -651,888 | -100.00% | - | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | - | - | - | -627,394 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RIDGEWOOD INVESTMENTS LLC | - | - | 6 | 6 | 100.00% | 31 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ARK INVESTMENT MANAGEMENT LLC | - | - | - | -8,267,605 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -6,099,488 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | - | - | - | -4,511,601 | -100.00% | - | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | - | - | - | -4,135,095 | -100.00% | - | Jun 30, 2024 |
GREENVALE CAPITAL LLP | - | - | - | -3,452,353 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -3,021,312 | -100.00% | - | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -1,770,765 | -100.00% | - | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -1,705,875 | -100.00% | - | Jun 30, 2024 |
STATE STREET CORP | - | - | - | -1,612,804 | -100.00% | - | Jun 30, 2024 |
INVESCO LTD. | - | - | - | -1,408,591 | -100.00% | - | Jun 30, 2024 |
BLANTYRE CAPITAL LTD | - | - | - | -1,215,087 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -992,628 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -872,200 | -100.00% | - | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | - | - | - | -849,361 | -100.00% | - | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | - | - | - | -818,005 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -778,856 | -100.00% | - | Jun 30, 2024 |
FMR LLC | - | - | - | -673,089 | -100.00% | - | Jun 30, 2024 |
NORTHERN TRUST CORP | - | - | - | -669,952 | -100.00% | - | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -651,888 | -100.00% | - | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | - | - | - | -627,394 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | - | - | - | -620,385 | -100.00% | - | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | - | - | - | -573,230 | -100.00% | - | Jun 30, 2024 |
MORGAN STANLEY | - | - | - | -490,791 | -100.00% | - | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -361,725 | -100.00% | - | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | - | - | - | -244,338 | -100.00% | - | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -190,085 | -100.00% | - | Jun 30, 2024 |
DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -179,882 | -100.00% | - | Jun 30, 2024 |
KEYNOTE FINANCIAL SERVICES LLC | - | - | - | -178,291 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -159,681 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | - | - | - | -153,917 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -137,181 | -100.00% | - | Jun 30, 2024 |
RHUMBLINE ADVISERS | - | - | - | -131,325 | -100.00% | - | Jun 30, 2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | - | - | - | -131,145 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -108,884 | -100.00% | - | Jun 30, 2024 |
CERITY PARTNERS LLC | - | - | - | -101,634 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | - | - | - | -82,455 | -100.00% | - | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | - | - | - | -76,280 | -100.00% | - | Jun 30, 2024 |
IEQ CAPITAL, LLC | - | - | - | -55,181 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -54,054 | -100.00% | - | Jun 30, 2024 |
FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -46,471 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -44,673 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -39,520 | -100.00% | - | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | - | - | - | -33,684 | -100.00% | - | Jun 30, 2024 |
DC INVESTMENTS MANAGEMENT, LLC | - | - | - | -30,814 | -100.00% | - | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -30,783 | -100.00% | - | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -30,253 | -100.00% | - | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | - | - | - | -26,579 | -100.00% | - | Jun 30, 2024 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | - | - | - | -24,907 | -100.00% | - | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | - | - | - | -24,810 | -100.00% | - | Jun 30, 2024 |
NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -24,542 | -100.00% | - | Jun 30, 2024 |
HSBC HOLDINGS PLC | - | - | - | -23,393 | -100.00% | - | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -20,162 | -100.00% | - | Jun 30, 2024 |
CIM INVESTMENT MANAGEMENT INC | - | - | - | -17,027 | -100.00% | - | Jun 30, 2024 |
LPL FINANCIAL LLC | - | - | - | -15,457 | -100.00% | - | Jun 30, 2024 |
PROSHARE ADVISORS LLC | - | - | - | -14,407 | -100.00% | - | Jun 30, 2024 |
GTS SECURITIES LLC | - | - | - | -11,900 | -100.00% | - | Jun 30, 2024 |
WOLVERINE TRADING, LLC | - | - | - | -11,600 | -100.00% | - | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | - | - | - | -11,237 | -100.00% | - | Jun 30, 2024 |
NEW ENGLAND RESEARCH & MANAGEMENT, INC. | - | - | - | -10,550 | -100.00% | - | Jun 30, 2024 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -9,106 | -100.00% | - | Jun 30, 2024 |
AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -7,725 | -100.00% | - | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | - | - | - | -6,471 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -3,359 | -100.00% | - | Jun 30, 2024 |
ROYAL BANK OF CANADA | - | - | - | -2,925 | -100.00% | - | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | - | - | - | -2,856 | -100.00% | - | Jun 30, 2024 |
AMALGAMATED BANK | - | - | - | -2,502 | -100.00% | - | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | - | - | - | -2,091 | -100.00% | - | Jun 30, 2024 |
AVION WEALTH | - | - | - | -1,545 | -100.00% | - | Jun 30, 2024 |
NATIONAL BANK OF CANADA /FI/ | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
RFP FINANCIAL GROUP LLC | - | - | - | -1,099 | -100.00% | - | Jun 30, 2024 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | - | - | - | -125 | -100.00% | - | Jun 30, 2024 |
NEMES RUSH GROUP LLC | - | - | - | -111 | -100.00% | - | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
COMERICA BANK | - | - | - | -53 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -48 | -100.00% | - | Jun 30, 2024 |
QUENT CAPITAL, LLC | - | - | - | -36 | -100.00% | - | Jun 30, 2024 |
CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -34 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
2U Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 2.65% | 2,100,000 | - | - | Dec 29, 2023 |
BANCROFT FUND LTD | 2.16% | 3,000,000 | - | - | Dec 29, 2023 |
ELLSWORTH GROWTH & INCOME FUND LTD | 2.14% | 3,000,000 | - | - | Dec 29, 2023 |
TETON WESTWOOD FUNDS | 1.70% | 1,100,000 | - | - | Dec 29, 2023 |
HARTFORD HLS SERIES FUND II INC | 1.21% | 298,124 | - | - | Dec 31, 2023 |
TRI-CONTINENTAL CORP | 1.21% | 6,500,000 | - | - | Mar 31, 2024 |
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.09% | 860,000 | - | - | Dec 29, 2023 |
Ark ETF Trust | 1.01% | 8,086,986 | -275,765 | -3.30% | Jan 31, 2024 |
ELLSWORTH GROWTH & INCOME FUND LTD | 0.99% | 1,395,000 | - | - | Dec 29, 2023 |
BANCROFT FUND LTD | 0.91% | 1,265,000 | - | - | Dec 29, 2023 |
Manager Directed Portfolios | 0.76% | 124,642 | - | - | Jan 31, 2024 |
TETON WESTWOOD FUNDS | 0.74% | 480,000 | - | - | Dec 29, 2023 |
LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.32% | 297,452 | - | - | Jan 31, 2024 |
BRIDGEWAY FUNDS INC | 0.31% | 744,403 | - | - | Mar 28, 2024 |
FIRSTHAND FUNDS | 0.29% | 100,000 | - | - | Mar 28, 2024 |
Global Beta ETF Trust | 0.27% | 757 | 251 | 49.60% | May 31, 2022 |
OBERWEIS FUNDS | 0.26% | 264,300 | - | - | Mar 31, 2024 |
MERIDIAN FUND INC | 0.23% | 544,364 | - | - | Mar 28, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.23% | 2,295,874 | - | - | Mar 31, 2024 |
M FUND INC | 0.22% | 100,244 | - | - | Mar 31, 2024 |
Trust for Advised Portfolios | 0.20% | 4,000,000 | -4,000,000 | -50.00% | Dec 31, 2023 |
ALGER FUNDS | 0.15% | 140,955 | - | - | Jan 31, 2024 |
PRUDENTIAL JENNISON BLEND FUND, INC. | 0.14% | 86,903 | - | - | Feb 29, 2024 |
EntrepreneurShares Series Trust | 0.13% | 33,443 | - | - | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.11% | 57,721 | - | - | Mar 31, 2024 |
REYNOLDS FUNDS INC | 0.11% | 1,200 | - | - | Mar 31, 2024 |
Federated Hermes MDT Series | 0.08% | 193,300 | - | - | Jan 31, 2024 |
Vanguard Montgomery Funds | 0.07% | 16,339 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.06% | 44,595 | - | - | Mar 31, 2024 |
VANGUARD EXPLORER FUND | 0.05% | 629,550 | - | - | Jan 31, 2024 |
LIBERTY ALL STAR GROWTH FUND INC. | 0.04% | 5,191 | - | - | Dec 31, 2023 |
Vericimetry Funds | 0.04% | 3,650 | - | - | Mar 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.03% | 12,000 | - | - | Mar 31, 2024 |
Fidelity Commonwealth Trust II | 0.03% | 211,993 | 20,059 | 10.45% | Aug 31, 2023 |
FIDELITY COVINGTON TRUST | 0.03% | 509,132 | 349,539 | 219.02% | Mar 31, 2024 |
Columbia Funds Series Trust II | 0.02% | 9,500,000 | - | - | Jan 31, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.02% | 2,593,890 | - | - | Jan 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.02% | 146,129 | - | - | Mar 31, 2024 |
MSS Series Trust | 0.02% | 1,500 | - | - | Feb 29, 2024 |
360 Funds | 0.02% | 4,000 | - | - | Feb 29, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 10,847 | - | - | Mar 31, 2024 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 3,505 | - | - | Mar 28, 2024 |
VANGUARD HORIZON FUNDS | 0.02% | 431,718 | - | - | Mar 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.02% | 49,695 | - | - | Feb 29, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 35,576 | - | - | Mar 31, 2024 |
Weiss Strategic Interval Fund | 0.01% | 48,945 | 48,945 | - | Sep 30, 2022 |
FIDELITY MT VERNON STREET TRUST | 0.01% | 382,275 | - | - | Feb 29, 2024 |
Nushares ETF Trust | 0.01% | 92,897 | - | - | Jan 31, 2024 |
Listed Funds Trust | 0.01% | 55,200 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.01% | 133,401 | - | - | Mar 31, 2024 |
DOMINI INVESTMENT TRUST | 0.01% | 56,562 | - | - | Jan 31, 2024 |
SMALLCAP WORLD FUND INC | 0.01% | 665,500 | - | - | Mar 31, 2024 |
PRIMECAP Odyssey Funds | 0.01% | 75,000 | - | - | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,998 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.01% | 3,600,064 | -1,154,288 | -24.28% | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 17,705 | - | - | Mar 31, 2024 |
Guardian Variable Products Trust | 0.01% | 126,624 | - | - | Mar 31, 2024 |
NUVEEN INVESTMENT FUNDS INC | 0.01% | 251,928 | - | - | Jan 31, 2024 |
ANCHOR SERIES TRUST | 0.01% | 221,931 | - | - | Sep 30, 2021 |
T. Rowe Price Index Trust, Inc. | 0.01% | 148,275 | 88,200 | 146.82% | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.01% | 261,967 | 79,877 | 43.87% | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 24,019 | - | - | Jan 31, 2024 |
Federated Hermes Adviser Series | 0.01% | 38,592 | - | - | Mar 31, 2024 |
VANGUARD QUANTITATIVE FUNDS | 0.01% | 28,700 | -29,664 | -50.83% | Mar 31, 2024 |
HUSSMAN INVESTMENT TRUST | 0.01% | 20,500 | - | - | Dec 31, 2023 |
John Hancock Exchange-Traded Fund Trust | 0.01% | 34,931 | - | - | Jan 31, 2024 |
HARTFORD MUTUAL FUNDS II INC | 0.01% | 899,936 | - | - | Jan 31, 2024 |
Destra Investment Trust | 0.00% | 8,312 | - | - | Mar 31, 2024 |
JNL VARIABLE FUND LLC | 0.00% | 27,804 | - | - | Mar 31, 2020 |
FIDELITY SECURITIES FUND | 0.00% | 442,100 | - | - | Jan 31, 2024 |
JOHN HANCOCK INVESTMENT TRUST | 0.00% | 377,252 | - | - | Mar 31, 2024 |
IndexIQ ETF Trust | 0.00% | 9,980 | - | - | Jan 31, 2024 |
AMERICAN PENSION INVESTORS TRUST | 0.00% | 24,050 | - | - | Jan 31, 2024 |
HARTFORD SERIES FUND INC | 0.00% | 171,135 | - | - | Mar 31, 2024 |
HARBOR FUNDS | 0.00% | 89,593 | - | - | Jan 31, 2024 |
AMG FUNDS | 0.00% | 100,000 | - | - | Mar 28, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 688,665 | -82,903 | -10.74% | Feb 29, 2024 |
Capitol Series Trust | 0.00% | 32,175 | - | - | Jan 31, 2024 |
DRIEHAUS MUTUAL FUNDS | 0.00% | 28,232 | - | - | Mar 28, 2024 |
VICTORY PORTFOLIOS | 0.00% | 95,770 | - | - | Mar 31, 2024 |
GPS Funds I | 0.00% | 16,427 | - | - | Mar 31, 2024 |
ETF Managers Trust | 0.00% | 22,110 | - | - | Dec 31, 2023 |
Calvert Variable Products, Inc. | 0.00% | 7,725 | - | - | Mar 31, 2024 |
Ivy Variable Insurance Portfolios | 0.00% | 65,410 | - | - | Mar 28, 2024 |
MML SERIES INVESTMENT FUND | 0.00% | 25,941 | - | - | Dec 31, 2023 |
Voya EQUITY TRUST | 0.00% | 3,876 | - | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND IV | 0.00% | 600,000 | - | - | Jan 31, 2024 |
NORTHERN LIGHTS FUND TRUST III | 0.00% | 27,956 | - | - | Jan 31, 2024 |
JPMORGAN INSURANCE TRUST | 0.00% | 25,876 | -1,124 | -4.16% | Mar 31, 2023 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 153,003 | 1,518 | 1.00% | Jan 31, 2024 |
DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 4,178 | - | - | Mar 31, 2024 |
Federated Hermes Equity Funds | 0.00% | 32,938 | - | - | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 50,097 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND IV | 0.00% | 370,000 | - | - | Jan 31, 2024 |
Virtus Investment Trust | 0.00% | 55,529 | - | - | Mar 28, 2024 |
VANGUARD WORLD FUND | 0.00% | 368,124 | 67,706 | 22.54% | Feb 29, 2024 |
OHIO NATIONAL FUND INC | 0.00% | 27,237 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 1,100 | - | - | Dec 31, 2023 |
Voya BALANCED PORTFOLIO INC | 0.00% | 1,946 | - | - | Mar 31, 2024 |
North Square Investments Trust | 0.00% | 12,200 | - | - | Jan 31, 2024 |
2U Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 5 | -94.68% |
31 Mar, 24 | 94 | -27.13% |
31 Dec, 23 | 129 | -21.34% |
30 Sep, 23 | 164 | -6.29% |
30 Jun, 23 | 175 | -4.37% |
31 Mar, 23 | 183 | -7.11% |
31 Dec, 22 | 197 | -3.90% |
30 Sep, 22 | 205 | 3.54% |
30 Jun, 22 | 198 | -12.78% |
31 Mar, 22 | 227 | -10.98% |
31 Dec, 21 | 255 | -7.27% |
30 Sep, 21 | 275 | -4.51% |
30 Jun, 21 | 288 | 1.41% |
31 Mar, 21 | 284 | 1.07% |
31 Dec, 20 | 281 | 2.93% |
30 Sep, 20 | 273 | 4.60% |
30 Jun, 20 | 261 | 29.21% |
31 Mar, 20 | 202 | -3.35% |
31 Dec, 19 | 209 | 5.56% |
30 Sep, 19 | 198 | - |
30 Jun, 19 | 198 | -13.16% |
31 Mar, 19 | 228 | 9.62% |
31 Dec, 18 | 208 | -10.34% |
30 Sep, 18 | 232 | -10.42% |
30 Jun, 18 | 259 | 10.68% |
31 Mar, 18 | 234 | 15.84% |
31 Dec, 17 | 202 | 9.78% |
30 Sep, 17 | 184 | 7.60% |
30 Jun, 17 | 171 | 5.56% |
31 Mar, 17 | 162 | -0.61% |
31 Dec, 16 | 163 | 10.88% |
30 Sep, 16 | 147 | 8.89% |
30 Jun, 16 | 135 | 2.27% |
31 Mar, 16 | 132 | - |
31 Dec, 15 | 132 | -9.59% |
30 Sep, 15 | 146 | 22.69% |
30 Jun, 15 | 119 | 14.42% |
31 Mar, 15 | 104 | 30.00% |
31 Dec, 14 | 80 | 15.94% |
30 Sep, 14 | 69 | - |
30 Jun, 14 | 69 | 762.50% |
31 Mar, 14 | 8 | - |
30 Jun, 10 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 81 | -100.00% |
31 Mar, 24 | 51,272,294 | -23.76% |
31 Dec, 23 | 67,247,534 | -6.53% |
30 Sep, 23 | 71,948,214 | -2.40% |
30 Jun, 23 | 73,715,099 | -8.70% |
31 Mar, 23 | 80,740,142 | 4.25% |
31 Dec, 22 | 77,447,491 | -3.19% |
30 Sep, 22 | 79,997,220 | 1.38% |
30 Jun, 22 | 78,909,681 | -1.19% |
31 Mar, 22 | 79,858,255 | -3.70% |
31 Dec, 21 | 82,924,920 | -3.28% |
30 Sep, 21 | 85,740,846 | -0.55% |
30 Jun, 21 | 86,211,663 | 1.19% |
31 Mar, 21 | 85,199,541 | -0.30% |
31 Dec, 20 | 85,453,302 | 2.92% |
30 Sep, 20 | 83,031,073 | 9.74% |
30 Jun, 20 | 75,663,084 | 8.62% |
31 Mar, 20 | 69,657,544 | -4.86% |
31 Dec, 19 | 73,218,799 | 6.30% |
30 Sep, 19 | 68,880,722 | -0.66% |
30 Jun, 19 | 69,338,039 | 3.35% |
31 Mar, 19 | 67,088,144 | 2.44% |
31 Dec, 18 | 65,492,300 | 8.56% |
30 Sep, 18 | 60,329,714 | 2.51% |
30 Jun, 18 | 58,852,704 | 5.08% |
31 Mar, 18 | 56,006,028 | -2.74% |
31 Dec, 17 | 57,582,974 | -0.30% |
30 Sep, 17 | 57,753,728 | 10.04% |
30 Jun, 17 | 52,484,327 | 3.87% |
31 Mar, 17 | 50,530,770 | 4.30% |
31 Dec, 16 | 48,447,940 | -1.68% |
30 Sep, 16 | 49,276,799 | 0.51% |
30 Jun, 16 | 49,028,815 | 0.96% |
31 Mar, 16 | 48,562,231 | 1.01% |
31 Dec, 15 | 48,074,746 | 25.61% |
30 Sep, 15 | 38,272,292 | 20.55% |
30 Jun, 15 | 31,748,748 | 13.61% |
31 Mar, 15 | 27,945,082 | 15.72% |
31 Dec, 14 | 24,147,885 | 27.01% |
30 Sep, 14 | 19,012,778 | 16.64% |
30 Jun, 14 | 16,300,620 | 182.98% |
31 Mar, 14 | 5,760,425 | - |
30 Jun, 10 | 440 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 0.00% | - |
31 Mar, 24 | 62.42% | 0.90% |
31 Dec, 23 | 83.13% | 1.04% |
30 Sep, 23 | 89.31% | 1.03% |
30 Jun, 23 | 92.94% | 0.90% |
31 Mar, 23 | 101.80% | 1.04% |
31 Dec, 22 | 98.96% | 0.93% |
30 Sep, 22 | 102.97% | 0.98% |
30 Jun, 22 | 102.40% | 0.93% |
31 Mar, 22 | 104.70% | 0.85% |
31 Dec, 21 | 111.19% | 0.84% |
30 Sep, 21 | 114.79% | 0.86% |
30 Jun, 21 | 115.84% | 0.87% |
31 Mar, 21 | 115.64% | 0.83% |
31 Dec, 20 | 118.31% | 0.81% |
30 Sep, 20 | 121.07% | 0.87% |
30 Jun, 20 | 118.08% | 0.99% |
31 Mar, 20 | 109.48% | 0.82% |
31 Dec, 19 | 115.34% | 0.98% |
30 Sep, 19 | 108.72% | 0.83% |
30 Jun, 19 | 114.58% | 0.86% |
31 Mar, 19 | 115.39% | 0.90% |
31 Dec, 18 | 113.06% | 1.03% |
30 Sep, 18 | 104.62% | 0.91% |
30 Jun, 18 | 107.04% | 0.95% |
31 Mar, 18 | 106.30% | 0.77% |
31 Dec, 17 | 117.37% | 0.84% |
30 Sep, 17 | 117.96% | 0.97% |
30 Jun, 17 | 110.10% | 0.96% |
31 Mar, 17 | 106.97% | 0.99% |
31 Dec, 16 | 103.94% | 0.94% |
30 Sep, 16 | 105.06% | 0.94% |
30 Jun, 16 | 105.45% | 0.94% |
31 Mar, 16 | 105.68% | 0.95% |
31 Dec, 15 | 105.31% | 1.25% |
30 Sep, 15 | 91.90% | 1.56% |
30 Jun, 15 | 76.76% | 1.65% |
31 Mar, 15 | 68.19% | 1.20% |
31 Dec, 14 | 75.29% | 3.38% |
30 Sep, 14 | 47.21% | 2.74% |
30 Jun, 14 | 41.47% | 11.92% |
31 Mar, 14 | 18.65% | - |
30 Jun, 10 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 1 | -96.88% |
31 Mar, 24 | 32 | -40.74% |
31 Dec, 23 | 54 | -22.86% |
30 Sep, 23 | 70 | 4.48% |
30 Jun, 23 | 67 | -17.28% |
31 Mar, 23 | 81 | -13.83% |
31 Dec, 22 | 94 | -1.05% |
30 Sep, 22 | 95 | 15.85% |
30 Jun, 22 | 82 | -25.45% |
31 Mar, 22 | 110 | -6.78% |
31 Dec, 21 | 118 | 5.36% |
30 Sep, 21 | 112 | -26.80% |
30 Jun, 21 | 153 | -12.07% |
31 Mar, 21 | 174 | 17.57% |
31 Dec, 20 | 148 | -11.38% |
30 Sep, 20 | 167 | 1.83% |
30 Jun, 20 | 164 | 62.38% |
31 Mar, 20 | 101 | -5.61% |
31 Dec, 19 | 107 | -5.31% |
30 Sep, 19 | 113 | 0.89% |
30 Jun, 19 | 112 | -10.40% |
31 Mar, 19 | 125 | 8.70% |
31 Dec, 18 | 115 | 2.68% |
30 Sep, 18 | 112 | -8.20% |
30 Jun, 18 | 122 | 6.09% |
31 Mar, 18 | 115 | 12.75% |
31 Dec, 17 | 102 | 25.93% |
30 Sep, 17 | 81 | -17.35% |
30 Jun, 17 | 98 | 25.64% |
31 Mar, 17 | 78 | -14.29% |
31 Dec, 16 | 91 | 12.35% |
30 Sep, 16 | 81 | 1.25% |
30 Jun, 16 | 80 | 15.94% |
31 Mar, 16 | 69 | -10.39% |
31 Dec, 15 | 77 | -13.48% |
30 Sep, 15 | 89 | 20.27% |
30 Jun, 15 | 74 | 17.46% |
31 Mar, 15 | 63 | 26.00% |
31 Dec, 14 | 50 | 28.21% |
30 Sep, 14 | 39 | -39.06% |
30 Jun, 14 | 64 | 700.00% |
31 Mar, 14 | 8 | - |
30 Jun, 10 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 4 | -88.89% |
31 Mar, 24 | 36 | -21.74% |
31 Dec, 23 | 46 | - |
30 Sep, 23 | 46 | -31.34% |
30 Jun, 23 | 67 | 19.64% |
31 Mar, 23 | 56 | -3.45% |
31 Dec, 22 | 58 | -4.92% |
30 Sep, 22 | 61 | -3.17% |
30 Jun, 22 | 63 | -12.50% |
31 Mar, 22 | 72 | -14.29% |
31 Dec, 21 | 84 | -11.58% |
30 Sep, 21 | 95 | 17.28% |
30 Jun, 21 | 81 | 32.79% |
31 Mar, 21 | 61 | -21.79% |
31 Dec, 20 | 78 | 30.00% |
30 Sep, 20 | 60 | 7.14% |
30 Jun, 20 | 56 | -16.42% |
31 Mar, 20 | 67 | 8.06% |
31 Dec, 19 | 62 | 40.91% |
30 Sep, 19 | 44 | -22.81% |
30 Jun, 19 | 57 | -12.31% |
31 Mar, 19 | 65 | 12.07% |
31 Dec, 18 | 58 | -21.62% |
30 Sep, 18 | 74 | -23.71% |
30 Jun, 18 | 97 | 24.36% |
31 Mar, 18 | 78 | 13.04% |
31 Dec, 17 | 69 | 7.81% |
30 Sep, 17 | 64 | 36.17% |
30 Jun, 17 | 47 | -11.32% |
31 Mar, 17 | 53 | 12.77% |
31 Dec, 16 | 47 | 4.44% |
30 Sep, 16 | 45 | 32.35% |
30 Jun, 16 | 34 | 3.03% |
31 Mar, 16 | 33 | 3.13% |
31 Dec, 15 | 32 | -13.51% |
30 Sep, 15 | 37 | 27.59% |
30 Jun, 15 | 29 | 11.54% |
31 Mar, 15 | 26 | 44.44% |
31 Dec, 14 | 18 | -14.29% |
30 Sep, 14 | 21 | 600.00% |
30 Jun, 14 | 3 | - |
31 Mar, 14 | - | - |
30 Jun, 10 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 5 | -94.68% | 81 | -100.00% | 0.00% | - | 1 | -96.88% | 4 | -88.89% |
31 Mar, 24 | 94 | -27.13% | 51,272,294 | -23.76% | 62.42% | 0.90% | 32 | -40.74% | 36 | -21.74% |
31 Dec, 23 | 129 | -21.34% | 67,247,534 | -6.53% | 83.13% | 1.04% | 54 | -22.86% | 46 | - |
30 Sep, 23 | 164 | -6.29% | 71,948,214 | -2.40% | 89.31% | 1.03% | 70 | 4.48% | 46 | -31.34% |
30 Jun, 23 | 175 | -4.37% | 73,715,099 | -8.70% | 92.94% | 0.90% | 67 | -17.28% | 67 | 19.64% |
31 Mar, 23 | 183 | -7.11% | 80,740,142 | 4.25% | 101.80% | 1.04% | 81 | -13.83% | 56 | -3.45% |
31 Dec, 22 | 197 | -3.90% | 77,447,491 | -3.19% | 98.96% | 0.93% | 94 | -1.05% | 58 | -4.92% |
30 Sep, 22 | 205 | 3.54% | 79,997,220 | 1.38% | 102.97% | 0.98% | 95 | 15.85% | 61 | -3.17% |
30 Jun, 22 | 198 | -12.78% | 78,909,681 | -1.19% | 102.40% | 0.93% | 82 | -25.45% | 63 | -12.50% |
31 Mar, 22 | 227 | -10.98% | 79,858,255 | -3.70% | 104.70% | 0.85% | 110 | -6.78% | 72 | -14.29% |
31 Dec, 21 | 255 | -7.27% | 82,924,920 | -3.28% | 111.19% | 0.84% | 118 | 5.36% | 84 | -11.58% |
30 Sep, 21 | 275 | -4.51% | 85,740,846 | -0.55% | 114.79% | 0.86% | 112 | -26.80% | 95 | 17.28% |
30 Jun, 21 | 288 | 1.41% | 86,211,663 | 1.19% | 115.84% | 0.87% | 153 | -12.07% | 81 | 32.79% |
31 Mar, 21 | 284 | 1.07% | 85,199,541 | -0.30% | 115.64% | 0.83% | 174 | 17.57% | 61 | -21.79% |
31 Dec, 20 | 281 | 2.93% | 85,453,302 | 2.92% | 118.31% | 0.81% | 148 | -11.38% | 78 | 30.00% |
30 Sep, 20 | 273 | 4.60% | 83,031,073 | 9.74% | 121.07% | 0.87% | 167 | 1.83% | 60 | 7.14% |
30 Jun, 20 | 261 | 29.21% | 75,663,084 | 8.62% | 118.08% | 0.99% | 164 | 62.38% | 56 | -16.42% |
31 Mar, 20 | 202 | -3.35% | 69,657,544 | -4.86% | 109.48% | 0.82% | 101 | -5.61% | 67 | 8.06% |
31 Dec, 19 | 209 | 5.56% | 73,218,799 | 6.30% | 115.34% | 0.98% | 107 | -5.31% | 62 | 40.91% |
30 Sep, 19 | 198 | - | 68,880,722 | -0.66% | 108.72% | 0.83% | 113 | 0.89% | 44 | -22.81% |
30 Jun, 19 | 198 | -13.16% | 69,338,039 | 3.35% | 114.58% | 0.86% | 112 | -10.40% | 57 | -12.31% |
31 Mar, 19 | 228 | 9.62% | 67,088,144 | 2.44% | 115.39% | 0.90% | 125 | 8.70% | 65 | 12.07% |
31 Dec, 18 | 208 | -10.34% | 65,492,300 | 8.56% | 113.06% | 1.03% | 115 | 2.68% | 58 | -21.62% |
30 Sep, 18 | 232 | -10.42% | 60,329,714 | 2.51% | 104.62% | 0.91% | 112 | -8.20% | 74 | -23.71% |
30 Jun, 18 | 259 | 10.68% | 58,852,704 | 5.08% | 107.04% | 0.95% | 122 | 6.09% | 97 | 24.36% |
31 Mar, 18 | 234 | 15.84% | 56,006,028 | -2.74% | 106.30% | 0.77% | 115 | 12.75% | 78 | 13.04% |
31 Dec, 17 | 202 | 9.78% | 57,582,974 | -0.30% | 117.37% | 0.84% | 102 | 25.93% | 69 | 7.81% |
30 Sep, 17 | 184 | 7.60% | 57,753,728 | 10.04% | 117.96% | 0.97% | 81 | -17.35% | 64 | 36.17% |
30 Jun, 17 | 171 | 5.56% | 52,484,327 | 3.87% | 110.10% | 0.96% | 98 | 25.64% | 47 | -11.32% |
31 Mar, 17 | 162 | -0.61% | 50,530,770 | 4.30% | 106.97% | 0.99% | 78 | -14.29% | 53 | 12.77% |
31 Dec, 16 | 163 | 10.88% | 48,447,940 | -1.68% | 103.94% | 0.94% | 91 | 12.35% | 47 | 4.44% |
30 Sep, 16 | 147 | 8.89% | 49,276,799 | 0.51% | 105.06% | 0.94% | 81 | 1.25% | 45 | 32.35% |
30 Jun, 16 | 135 | 2.27% | 49,028,815 | 0.96% | 105.45% | 0.94% | 80 | 15.94% | 34 | 3.03% |
31 Mar, 16 | 132 | - | 48,562,231 | 1.01% | 105.68% | 0.95% | 69 | -10.39% | 33 | 3.13% |
31 Dec, 15 | 132 | -9.59% | 48,074,746 | 25.61% | 105.31% | 1.25% | 77 | -13.48% | 32 | -13.51% |
30 Sep, 15 | 146 | 22.69% | 38,272,292 | 20.55% | 91.90% | 1.56% | 89 | 20.27% | 37 | 27.59% |
30 Jun, 15 | 119 | 14.42% | 31,748,748 | 13.61% | 76.76% | 1.65% | 74 | 17.46% | 29 | 11.54% |
31 Mar, 15 | 104 | 30.00% | 27,945,082 | 15.72% | 68.19% | 1.20% | 63 | 26.00% | 26 | 44.44% |
31 Dec, 14 | 80 | 15.94% | 24,147,885 | 27.01% | 75.29% | 3.38% | 50 | 28.21% | 18 | -14.29% |
30 Sep, 14 | 69 | - | 19,012,778 | 16.64% | 47.21% | 2.74% | 39 | -39.06% | 21 | 600.00% |
30 Jun, 14 | 69 | 762.50% | 16,300,620 | 182.98% | 41.47% | 11.92% | 64 | 700.00% | 3 | - |
31 Mar, 14 | 8 | - | 5,760,425 | - | 18.65% | - | 8 | - | - | - |
30 Jun, 10 | 1 | - | 440 | - | 0.00% | - | 1 | - | - | - |
2U 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
2U Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 5 | - |
Q2 2024 | - | 5 | - |
Q1 2024 | 6 | 18 | 33.33% |
Q4 2023 | 1 | 7 | 14.29% |
Q3 2023 | 2 | 5 | 40.00% |
Q2 2023 | 10 | 4 | 250.00% |
Q1 2023 | 8 | 4 | 200.00% |
Q4 2022 | - | 5 | - |
Q3 2022 | - | 13 | - |
Q2 2022 | 18 | 6 | 300.00% |
Q1 2022 | 13 | 6 | 216.67% |
Q4 2021 | 5 | 8 | 62.50% |
Q3 2021 | - | 8 | - |
Q2 2021 | 34 | 8 | 425.00% |
Q1 2021 | 14 | 13 | 107.69% |
Q4 2020 | 5 | 6 | 83.33% |
Q3 2020 | 2 | 6 | 33.33% |
Q2 2020 | 35 | 10 | 350.00% |
Q1 2020 | 6 | 1 | 600.00% |
Q4 2019 | 1 | 1 | 100.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | - | - |
Q1 2024 | - | - | - |
Q4 2023 | 1 | 1 | 100.00% |
Q3 2023 | 1 | - | - |
Q2 2023 | - | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | - | - |
Q3 2022 | - | - | - |
Q2 2022 | - | - | - |
Q1 2022 | 5 | - | - |
Q4 2021 | - | 2 | - |
Q3 2021 | - | 2 | - |
Q2 2021 | - | 1 | - |
Q1 2021 | - | 5 | - |
Q4 2020 | - | - | - |
Q3 2020 | - | 4 | - |
Q2 2020 | - | 2 | - |
Q1 2020 | - | 1 | - |
Q4 2019 | - | - | - |
2U Peer Ownership
Ticker | Company |
---|---|
STG | Sunlands Technology Group |
UDMY | Udemy, Inc. |
CHGG | Chegg, Inc. |
SKIL | Skillsoft Corp. |
COUR | Coursera, Inc. |
LRN | Stride, Inc. |
IH | iHuman Inc. |
ATGE | Adtalem Global Education Inc. |
EEIQ | Elite Education Group International Limited |
LAUR | Laureate Education, Inc. |
EDU | New Oriental Education & Technology Group Inc. |
TAL | TAL Education Group |
YQ | 17 Education & Technology Group Inc. |
GOTU | Gaotu Techedu Inc. |
TWOU Ownership FAQ
Who Owns 2U?
2U is owned by institutional shareholders (0.00%), insiders (4.33%), and public (95.67%). The largest institutional shareholder of 2U is ADVISOR GROUP HOLDINGS, INC. (0.00% of total shares) and the top mutual fund owner is GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC (2.65% of total shares).
Who are the major institutional shareholders of 2U?
2U's major institutional shareholders are ADVISOR GROUP HOLDINGS, INC., HERITAGE WEALTH ADVISORS, NBT BANK N A /NY, RIDGEWOOD INVESTMENTS LLC, and C M BIDWELL & ASSOCIATES LTD. The top five shareholders own together 0.00% of the company's share outstanding.
How many 2U shareholders are there?
As of Jun 2024, there are 5 institutional shareholders of 2U.
What percentage of 2U is owned by ADVISOR GROUP HOLDINGS, INC?
ADVISOR GROUP HOLDINGS, INC owns 1.09K shares of 2U, representing 0.00% of the company's total shares outstanding, valued at $227 (as of Jun 2024).
What percentage of 2U is owned by HERITAGE WEALTH ADVISORS?
As of Jun 2024, HERITAGE WEALTH ADVISORS holds 36 shares of 2U (TWOU), compromising 0% of the company, valued at $185.
What percentage of 2U is owned by NBT BANK N A /NY?
NBT BANK N A /NY is the third largest holder of 2U. The company owns 33 of the company's shares outstanding (worth $169).