Ticker: OCTJ CUSIP: 45783Y491 Class: PREMIUM INC 30 B
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WINNOW WEALTH LLC | 7,143 | $171 |
| World Investment Advisors | 10,420 | $250 |
| Pinnacle Wealth Planning Services, Inc. | 1,263 | $30 |
| Farther Finance Advisors, LLC | 209 | $5 |
| AE Wealth Management LLC | 157 | $4 |
| Wealth Watch Advisors, INC | 18 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sunbelt Securities, Inc. | 2,145 | 32,481 | +30,336 (+1414.3%) |
| CoreCap Advisors, LLC | 15,062 | 17,739 | +2,677 (+17.8%) |
| UBS Group AG | 675 | 1,070 | +395 (+58.5%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,994 | 12,628 | +634 (+5.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 105,757 | 60,122 | -45,635 (-43.2%) |
| HARBOUR INVESTMENTS, INC. | 156,663 | 127,864 | -28,799 (-18.4%) |
| OLD MISSION CAPITAL LLC | 33,712 | 21,459 | -12,253 (-36.3%) |
| Brookstone Capital Management | 59,091 | 48,577 | -10,514 (-17.8%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,377 | 24,302 | -16,075 (-39.8%) |
| Trek Financial, LLC | 16,795 | 15,965 | -830 (-4.9%) |
| Steward Partners Investment Advisory, LLC | 14,623 | 14,432 | -191 (-1.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PRINCIPAL SECURITIES, INC. | 3,373 | $81 |