HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing UBER Share Count | ||||
| Mirador Capital Partners LP | 3,691 | 41,108 | +37,417 | +1013.74% |
| MV Capital Management Inc. | 88 | 854 | +766 | +870.45% |
| Moody Lynn & Lieberson LLC | 30,635 | 214,418 | +183,783 | +599.91% |
| SJS Investment Consulting Inc. | 346 | 1,994 | +1,648 | +476.30% |
| PFG Investments LLC | 13,370 | 63,450 | +50,080 | +374.57% |
| Atticus Wealth Management LLC | 331 | 1,450 | +1,119 | +338.07% |
| Rise Advisors LLC | 390 | 1,438 | +1,048 | +268.72% |
| Versant Capital Management Inc | 64 | 223 | +159 | +248.44% |
| DeDora Capital Inc. | 3,531 | 12,063 | +8,532 | +241.63% |
| Gateway Investment Advisers LLC | 87,539 | 298,444 | +210,905 | +240.93% |
| CVA Family Office LLC | 495 | 1,554 | +1,059 | +213.94% |
| CENTRAL TRUST Co | 404 | 1,133 | +729 | +180.45% |
| Naviter Wealth LLC | 3,967 | 11,041 | +7,074 | +178.32% |
| Assenagon Asset Management S.A. | 1,282,858 | 2,868,795 | +1,585,937 | +123.63% |
| Financial Management Professionals Inc. | 181 | 383 | +202 | +111.60% |
| GAMMA Investing LLC | 3,427 | 6,748 | +3,321 | +96.91% |
| Robeco Institutional Asset Management B.V. | 608,649 | 1,165,758 | +557,109 | +91.53% |
| Chicago Capital LLC | 400,579 | 757,421 | +356,842 | +89.08% |
| Banque Cantonale Vaudoise | 25,618 | 46,727 | +21,109 | +82.40% |
| Leavell Investment Management Inc. | 5,635 | 10,131 | +4,496 | +79.79% |
| Perpetual Ltd | 10,838 | 17,862 | +7,024 | +64.81% |
| Veriti Management LLC | 26,573 | 40,963 | +14,390 | +54.15% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund | 241,583 | 357,183 | +115,600 | +47.85% |
| Steel Peak Wealth Management LLC | 11,240 | 16,455 | +5,215 | +46.40% |
| Chicago Partners Investment Group LLC | 5,546 | 8,108 | +2,562 | +46.20% |
| Catalyst Financial Partners LLC | 5,139 | 7,422 | +2,283 | +44.42% |
| Childress Capital Advisors LLC | 3,323 | 4,794 | +1,471 | +44.27% |
| Fifth Third Bancorp | 68,894 | 99,315 | +30,421 | +44.16% |
| Harbour Capital Advisors LLC | 9,920 | 14,190 | +4,270 | +43.04% |
| First National Bank Sioux Falls | 6,197 | 8,711 | +2,514 | +40.57% |
| Robbins Farley LLC | 24,190 | 32,893 | +8,703 | +35.98% |
| Dakota Wealth Management | 38,533 | 52,123 | +13,590 | +35.27% |
| First Pacific Financial | 293 | 393 | +100 | +34.13% |
| Global Trust Asset Management LLC | 1,513 | 2,013 | +500 | +33.05% |
| Kingswood Wealth Advisors LLC | 16,567 | 22,001 | +5,434 | +32.80% |
| Lindbrook Capital LLC | 3,904 | 5,146 | +1,242 | +31.81% |
| Massmutual Trust Co. FSB ADV | 4,984 | 6,567 | +1,583 | +31.76% |
| Evolution Wealth Advisors LLC | 8,881 | 11,615 | +2,734 | +30.78% |
| MJP Associates Inc. ADV | 6,367 | 8,286 | +1,919 | +30.14% |
| Salem Investment Counselors Inc. | 688 | 888 | +200 | +29.07% |
| Fulton Bank N.A. | 8,875 | 11,323 | +2,448 | +27.58% |
| Means Investment CO. Inc. | 58,723 | 74,732 | +16,009 | +27.26% |
| Simon Quick Advisors LLC | 14,921 | 18,814 | +3,893 | +26.09% |
| Valley National Advisers Inc. | 7,687 | 9,520 | +1,833 | +23.85% |
| Ballentine Partners LLC | 13,893 | 17,185 | +3,292 | +23.70% |
| Wesbanco Bank Inc. | 103,661 | 128,078 | +24,417 | +23.55% |
| Traynor Capital Management Inc. | 59,140 | 72,997 | +13,857 | +23.43% |
| First Bank & Trust | 26,974 | 33,146 | +6,172 | +22.88% |
| Accurate Wealth Management LLC | 3,618 | 4,422 | +804 | +22.22% |
| McGlone Suttner Wealth Management Inc. | 2,434 | 2,970 | +536 | +22.02% |
| Valeo Financial Advisors LLC | 20,589 | 24,567 | +3,978 | +19.32% |
| Hexagon Capital Partners LLC | 2,268 | 2,705 | +437 | +19.27% |
| Keel Point LLC | 7,896 | 9,416 | +1,520 | +19.25% |
| Stablepoint Partners LLC | 39,589 | 47,185 | +7,596 | +19.19% |
| Procyon Private Wealth Partners LLC | 5,258 | 6,240 | +982 | +18.68% |
| Austin Private Wealth LLC | 2,532 | 2,980 | +448 | +17.69% |
| Premier Path Wealth Partners LLC | 10,449 | 12,235 | +1,786 | +17.09% |
| Wedmont Private Capital | 13,147 | 15,363 | +2,216 | +16.86% |
| Spire Wealth Management | 129,929 | 151,481 | +21,552 | +16.59% |
| Raymond James & Associates | 2,319,476 | 2,669,338 | +349,862 | +15.08% |
| L.M. Kohn & Company | 9,500 | 10,892 | +1,392 | +14.65% |
| Wealth Enhancement Advisory Services LLC | 159,991 | 182,700 | +22,709 | +14.19% |
| Flagship Harbor Advisors LLC | 14,539 | 16,457 | +1,918 | +13.19% |
| BluePath Capital Management LLC | 6,444 | 7,274 | +830 | +12.88% |
| Private Trust Co. NA | 11,968 | 13,498 | +1,530 | +12.78% |
| Financial Synergies Wealth Advisors Inc. | 135 | 150 | +15 | +11.11% |
| Prospect Financial Services LLC | 7,660 | 8,503 | +843 | +11.01% |
| Kercheville Advisors LLC | 87,250 | 96,650 | +9,400 | +10.77% |
| Tsfg LLC | 1,013 | 1,113 | +100 | +9.87% |
| Checchi Capital Advisers LLC | 7,007 | 7,655 | +648 | +9.25% |
| New Century Financial Group LLC | 11,840 | 12,896 | +1,056 | +8.92% |
| Raymond James Trust N.A. | 25,750 | 27,795 | +2,045 | +7.94% |
| RFG Advisory LLC | 11,587 | 12,475 | +888 | +7.66% |
| Sound Income Strategies LLC | 763 | 819 | +56 | +7.34% |
| Tanglewood Legacy Advisors LLC | 300 | 321 | +21 | +7.00% |
| Royal Fund Management LLC | 76,460 | 81,773 | +5,313 | +6.95% |
| Stratos Wealth Partners LTD. | 60,376 | 64,547 | +4,171 | +6.91% |
| Modus Advisors LLC | 50,772 | 53,976 | +3,204 | +6.31% |
| AdvisorNet Financial Inc | 7,546 | 7,998 | +452 | +5.99% |
| Wolff Wiese Magana LLC | 85 | 90 | +5 | +5.88% |
| Sunbelt Securities Inc. | 172 | 182 | +10 | +5.81% |
| Essex Financial Services Inc. | 8,499 | 8,986 | +487 | +5.73% |
| Harbor Investment Advisory LLC | 11,148 | 11,770 | +622 | +5.58% |
| StoneCrest Wealth Management Inc. | 14,132 | 14,862 | +730 | +5.17% |
| Regatta Capital Group LLC | 4,664 | 4,902 | +238 | +5.10% |
| Main Street Financial Solutions LLC | 4,789 | 5,030 | +241 | +5.03% |
| Albion Financial Group UT | 3,732 | 3,918 | +186 | +4.98% |
| Altfest L J & Co. Inc. | 10,273 | 10,775 | +502 | +4.89% |
| Cullinan Associates Inc. | 94,680 | 99,196 | +4,516 | +4.77% |
| Global Retirement Partners LLC | 17,186 | 17,989 | +803 | +4.67% |
| MONECO Advisors LLC | 4,424 | 4,614 | +190 | +4.29% |
| Blue Bell Private Wealth Management LLC | 524 | 546 | +22 | +4.20% |
| Exchange Traded Concepts LLC | 39,002 | 40,618 | +1,616 | +4.14% |
| Claro Advisors LLC | 12,456 | 12,970 | +514 | +4.13% |
| Brookstone Capital Management | 130,520 | 135,680 | +5,160 | +3.95% |
| Dynamic Advisor Solutions LLC | 12,743 | 13,232 | +489 | +3.84% |
| Cornerstone Wealth Group LLC | 49,775 | 51,599 | +1,824 | +3.66% |
| Sivia Capital Partners LLC | 4,725 | 4,882 | +157 | +3.32% |
| Asset Dedication LLC | 2,828 | 2,920 | +92 | +3.25% |
| First Citizens Bank & Trust Co. | 10,757 | 11,095 | +338 | +3.14% |
| Western Financial Corp CA | 23,899 | 24,644 | +745 | +3.12% |
| Capital Advisors Ltd. LLC | 507 | 522 | +15 | +2.96% |
| Opal Wealth Advisors LLC | 9,022 | 9,283 | +261 | +2.89% |
| Axiom Advisory LLC | 17,750 | 18,239 | +489 | +2.75% |
| Founders Financial Securities LLC | 13,852 | 14,226 | +374 | +2.70% |
| Ashton Thomas Private Wealth LLC | 44,967 | 46,138 | +1,171 | +2.60% |
| Lake Street Financial LLC | 107,363 | 110,064 | +2,701 | +2.52% |
| IAM Advisory LLC | 12,384 | 12,690 | +306 | +2.47% |
| Regions Financial Corp | 73,738 | 75,418 | +1,680 | +2.28% |
| Schnieders Capital Management LLC | 4,504 | 4,604 | +100 | +2.22% |
| Stratos Wealth Advisors LLC | 3,826 | 3,898 | +72 | +1.88% |
| Verdence Capital Advisors LLC | 4,554 | 4,633 | +79 | +1.73% |
| Well Done LLC | 8,605 | 8,736 | +131 | +1.52% |
| Strategic Blueprint LLC | 6,603 | 6,696 | +93 | +1.41% |
| PFW Advisors LLC | 4,047 | 4,104 | +57 | +1.41% |
| IFM Investors Pty Ltd | 359,504 | 364,531 | +5,027 | +1.40% |
| Revolve Wealth Partners LLC | 15,219 | 15,432 | +213 | +1.40% |
| Howard Financial Services LTD. | 4,819 | 4,886 | +67 | +1.39% |
| NBT Bank N A NY | 54,170 | 54,846 | +676 | +1.25% |
| Strata Wealth Advisors LLC | 10,030 | 10,149 | +119 | +1.19% |
| Wealthfront Advisers LLC | 212,769 | 214,916 | +2,147 | +1.01% |
| New York State Teachers Retirement System | 1,905,668 | 1,924,004 | +18,336 | +0.96% |
| Maryland State Retirement & Pension System | 153,211 | 154,520 | +1,309 | +0.85% |
| Cedar Brook Financial Partners LLC | 4,626 | 4,663 | +37 | +0.80% |
| Waypoint Wealth Partners Inc. | 11,050 | 11,135 | +85 | +0.77% |
| Gulf International Bank UK Ltd | 155,947 | 156,918 | +971 | +0.62% |
| Cambridge Investment Research Advisors Inc. | 247,108 | 248,370 | +1,262 | +0.51% |
| 180 Wealth Advisors LLC | 5,763 | 5,791 | +28 | +0.49% |
| Birinyi Associates Inc. | 54,000 | 54,253 | +253 | +0.47% |
| Drive Wealth Management LLC | 4,691 | 4,712 | +21 | +0.45% |
| Czech National Bank | 360,482 | 362,082 | +1,600 | +0.44% |
| Moody National Bank Trust Division | 15,788 | 15,855 | +67 | +0.42% |
| Bogart Wealth LLC | 114,155 | 114,631 | +476 | +0.42% |
| Asio Capital LLC | 99,825 | 100,183 | +358 | +0.36% |
| Covenant Asset Management LLC | 52,814 | 52,971 | +157 | +0.30% |
| OneAscent Financial Services LLC | 21,280 | 21,329 | +49 | +0.23% |
| CWM LLC | 256,140 | 256,593 | +453 | +0.18% |
| WoodTrust Financial Corp | 22,950 | 22,959 | +9 | +0.04% |
| 13F Filers Reporting New Positions In UBER | ||||
| Equitable Trust Co. | 0 | 4,493 | +4,493 | +100% |
| Meyer Handelman Co. | 0 | 15,200 | +15,200 | +100% |
| Wiley BROS. Aintree Capital LLC | 0 | 2,990 | +2,990 | +100% |
| Romano Brothers AND Company | 0 | 3,162 | +3,162 | +100% |
| Chapin Davis Inc. | 0 | 55,983 | +55,983 | +100% |
| Folger Nolan Fleming Douglas Capital Management Inc. | 0 | 3,100 | +3,100 | +100% |
| Godsey & Gibb Associates | 0 | 120 | +120 | +100% |
| Moseley Investment Management Inc. | 0 | 2,646 | +2,646 | +100% |
| Beese Fulmer Investment Management Inc. | 0 | 2,645 | +2,645 | +100% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 0 | 670 | +670 | +100% |
| Webster Bank N. A. | 0 | 278 | +278 | +100% |
| Nations Financial Group Inc. IA ADV | 0 | 11,138 | +11,138 | +100% |
| Villere ST Denis J & Co. LLC | 0 | 450,590 | +450,590 | +100% |
| Rational Advisors LLC | 0 | 41,600 | +41,600 | +100% |
| Westend Capital Management LLC | 0 | 225,969 | +225,969 | +100% |
| SOL Capital Management CO | 0 | 2,934 | +2,934 | +100% |
| Merrion Investment Management Co LLC | 0 | 2,950 | +2,950 | +100% |
| Northwest Investment Counselors LLC | 0 | 777 | +777 | +100% |
| Mesirow Financial Investment Management Inc. | 0 | 11,917 | +11,917 | +100% |
| Simplex Trading LLC | 0 | 16,951 | +16,951 | +100% |
| Mather Group LLC. | 0 | 1,022 | +1,022 | +100% |
| United Asset Strategies Inc. | 0 | 2,901 | +2,901 | +100% |
| Annex Advisory Services LLC | 0 | 2,622 | +2,622 | +100% |
| Aviance Capital Partners LLC | 0 | 5,805 | +5,805 | +100% |
| Vicus Capital | 0 | 4,243 | +4,243 | +100% |
| LVW Advisors LLC | 0 | 3,049 | +3,049 | +100% |
| Alpha Cubed Investments LLC | 0 | 2,886 | +2,886 | +100% |
| Riverview Trust Co | 0 | 1,935 | +1,935 | +100% |
| CKW Financial Group | 0 | 25 | +25 | +100% |
| MCF Advisors LLC | 0 | 39 | +39 | +100% |
| St. Johns Investment Management Company LLC | 0 | 115 | +115 | +100% |
| BTC Capital Management Inc. | 0 | 8,076 | +8,076 | +100% |
| Sendero Wealth Management LLC | 0 | 35,866 | +35,866 | +100% |
| TRUE Private Wealth Advisors | 0 | 2,903 | +2,903 | +100% |
| Aubrey Capital Management Ltd | 0 | 52,000 | +52,000 | +100% |
| Wealth Alliance Advisory Group LLC | 0 | 8,769 | +8,769 | +100% |
| West Branch Capital LLC | 0 | 1,000 | +1,000 | +100% |
| Little House Capital LLC | 0 | 6,795 | +6,795 | +100% |
| Oak Thistle LLC | 0 | 6,205 | +6,205 | +100% |
| KMG Fiduciary Partners LLC | 0 | 20,398 | +20,398 | +100% |
| E Fund Management Hong Kong Co. Ltd. | 0 | 627 | +627 | +100% |
| Gunderson Capital Management Inc. | 0 | 90,647 | +90,647 | +100% |
| Relyea Zuckerberg Hanson LLC | 0 | 3,826 | +3,826 | +100% |
| General Partner Inc. | 0 | 7,132 | +7,132 | +100% |
| Future Financial Wealth Managment LLC | 0 | 2,000 | +2,000 | +100% |
| Lloyd Advisory Services LLC. | 0 | 7,625 | +7,625 | +100% |
| Optas LLC | 0 | 3,230 | +3,230 | +100% |
| N.E.W. Advisory Services LLC | 0 | 2,639 | +2,639 | +100% |
| RMR Wealth Builders | 0 | 12,246 | +12,246 | +100% |
| Total Clarity Wealth Management Inc. | 0 | 3,067 | +3,067 | +100% |
| Jackson Square Capital LLC | 0 | 2,817 | +2,817 | +100% |
| Sage Mountain Advisors LLC | 0 | 3,305 | +3,305 | +100% |
| Stableford Capital II LLC | 0 | 11,532 | +11,532 | +100% |
| Financial Management Network Inc. | 0 | 3,158 | +3,158 | +100% |
| Sandbox Financial Partners LLC | 0 | 3,581 | +3,581 | +100% |
| Ignite Planners LLC | 0 | 3,396 | +3,396 | +100% |
| Pallas Capital Advisors LLC | 0 | 12,860 | +12,860 | +100% |
| Roberts Wealth Advisors LLC | 0 | 6,883 | +6,883 | +100% |
| Whalen Wealth Management Inc. | 0 | 8,396 | +8,396 | +100% |
| Fifth Third Wealth Advisors LLC | 0 | 3,200 | +3,200 | +100% |
| DGS Capital Management LLC | 0 | 3,274 | +3,274 | +100% |
| Peterson Financial Group Inc. | 0 | 12,358 | +12,358 | +100% |
| Blodgett Wealth Advisors LLC | 0 | 3,710 | +3,710 | +100% |
| Herbst Group LLC | 0 | 14,700 | +14,700 | +100% |
| Redmont Wealth Advisors LLC | 0 | 110 | +110 | +100% |
| Global Wealth Strategies & Associates | 0 | 75 | +75 | +100% |
| Simplicity Wealth LLC | 0 | 64,955 | +64,955 | +100% |
| Worth Asset Management LLC | 0 | 3,129 | +3,129 | +100% |
| Range Financial Group LLC | 0 | 9,561 | +9,561 | +100% |
| Global Assets Advisory LLC | 0 | 42,020 | +42,020 | +100% |
| Register Financial Advisors LLC | 0 | 3,125 | +3,125 | +100% |
| Talbot Financial LLC | 0 | 102,284 | +102,284 | +100% |
| Norden Group LLC | 0 | 21,450 | +21,450 | +100% |
| CGC Financial Services LLC | 0 | 10 | +10 | +100% |
| Traveka Wealth LLC | 0 | 2,688 | +2,688 | +100% |
| Evergreen Private Wealth LLC | 0 | 9 | +9 | +100% |
| nVerses Capital LLC | 0 | 700 | +700 | +100% |
| Sunpointe LLC | 0 | 2,606 | +2,606 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Adams Diversified Equity Fund Inc. | 357,200 | 357,200 | UNCH | 0.00% |
| City Holding Co. | 300 | 300 | UNCH | 0.00% |
| Mount Vernon Associates Inc. MD | 38,750 | 38,750 | UNCH | 0.00% |
| Barrett & Company Inc. | 375 | 375 | UNCH | 0.00% |
| Woodstock Corp | 13,255 | 13,255 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 24,337 | 24,337 | UNCH | 0.00% |
| Optimum Investment Advisors | 180 | 180 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| Beach Investment Counsel Inc. PA | 5,500 | 5,500 | UNCH | 0.00% |
| Burke & Herbert Bank & Trust Co. | 17,700 | 17,700 | UNCH | 0.00% |
| Proffitt & Goodson Inc. | 350 | 350 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 2,340 | 2,340 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 150 | 150 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 100 | 100 | UNCH | 0.00% |
| GHP Investment Advisors Inc. | 110 | 110 | UNCH | 0.00% |
| Perkins Coie Trust Co | 100 | 100 | UNCH | 0.00% |
| Alta Advisers Ltd | 5,600 | 5,600 | UNCH | 0.00% |
| Livforsakringsbolaget Skandia Omsesidigt | 4,015 | 4,015 | UNCH | 0.00% |
| JJJ Advisors Inc. | 19 | 19 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 27 | 27 | UNCH | 0.00% |
| Tradewinds Capital Management LLC | 1,910 | 1,910 | UNCH | 0.00% |
| Roble Belko & Company Inc | 3 | 3 | UNCH | 0.00% |
| Symmetry Partners LLC | 6,634 | 6,634 | UNCH | 0.00% |
| Bfsg LLC | 500 | 500 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 43 | 43 | UNCH | 0.00% |
| Northwest Capital Management Inc | 4,022 | 4,022 | UNCH | 0.00% |
| Solstein Capital LLC | 310 | 310 | UNCH | 0.00% |
| Essex Savings Bank | 6,306 | 6,306 | UNCH | 0.00% |
| Pasadena Private Wealth LLC | 3,250 | 3,250 | UNCH | 0.00% |
| American Financial Advisors LLC | 5,346 | 5,346 | UNCH | 0.00% |
| Weaver Consulting Group | 4,417 | 4,417 | UNCH | 0.00% |
| HBW Advisory Services LLC | 4,456 | 4,456 | UNCH | 0.00% |
| Pacifica Partners Inc. | 784 | 784 | UNCH | 0.00% |
| Powell Investment Advisors LLC | 4,775 | 4,775 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 650 | 650 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 357 | 357 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 310 | 310 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 2 | 2 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 2,000 | 2,000 | UNCH | 0.00% |
| Activest Wealth Management | 209 | 209 | UNCH | 0.00% |
| Hedges Asset Management LLC | 43,600 | 43,600 | UNCH | 0.00% |
| Viewpoint Capital Management LLC | 3,729 | 3,729 | UNCH | 0.00% |
| Kathleen S. Wright Associates Inc. | 2,673 | 2,673 | UNCH | 0.00% |
| Red Tortoise LLC | 62 | 62 | UNCH | 0.00% |
| City State Bank | 50 | 50 | UNCH | 0.00% |
| Byrne Asset Management LLC | 36 | 36 | UNCH | 0.00% |
| Family CFO Inc | 1,053 | 1,053 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 45 | 45 | UNCH | 0.00% |
| V Square Quantitative Management LLC | 10,144 | 10,144 | UNCH | 0.00% |
| Stephens Consulting LLC | 65 | 65 | UNCH | 0.00% |
| Lam Group Inc. | 1 | 1 | UNCH | 0.00% |
| ZRC Wealth Management LLC | 700 | 700 | UNCH | 0.00% |
| Arlington Trust Co LLC | 1,160 | 1,160 | UNCH | 0.00% |
| PFS Partners LLC | 54 | 54 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 167 | 167 | UNCH | 0.00% |
| 1858 Wealth Management LLC | 26,136 | 26,136 | UNCH | 0.00% |
| 13F Filers Decreasing UBER Share Count | ||||
| Zenyatta Capital Management LP | 250,000 | 10,000 | -240,000 | -96.00% |
| Cutler Group LP | 55,211 | 6,675 | -48,536 | -87.91% |
| Bruce G. Allen Investments LLC | 47 | 7 | -40 | -85.11% |
| Gradient Investments LLC | 1,213 | 295 | -918 | -75.68% |
| Summit Financial LLC | 44,896 | 15,049 | -29,847 | -66.48% |
| PSI Advisors LLC | 16,879 | 6,035 | -10,844 | -64.25% |
| Ayalon Holdings Ltd. | 86,429 | 43,063 | -43,366 | -50.18% |
| First Financialcorp IN | 30 | 15 | -15 | -50.00% |
| Udine Wealth Management Inc. | 40,272 | 21,616 | -18,656 | -46.32% |
| Xcel Wealth Management LLC | 143,914 | 78,120 | -65,794 | -45.72% |
| Capital Investment Advisory Services LLC | 4,605 | 2,675 | -1,930 | -41.91% |
| Sweet Financial Partners LLC | 8,594 | 5,193 | -3,401 | -39.57% |
| Integrity Wealth Solutions LLC | 10,957 | 6,726 | -4,231 | -38.61% |
| jvl associates llc | 5,861 | 3,604 | -2,257 | -38.51% |
| Hodges Capital Management Inc. | 948,913 | 597,365 | -351,548 | -37.05% |
| Los Angeles Capital Management & Equity Research Inc. | 1,057,358 | 669,822 | -387,536 | -36.65% |
| Congress Wealth Management LLC DE | 28,512 | 18,089 | -10,423 | -36.56% |
| Caldwell Sutter Capital Inc. | 1,300 | 825 | -475 | -36.54% |
| Overbrook Management Corp | 443,290 | 281,477 | -161,813 | -36.50% |
| Douglas Lane & Associates LLC | 903,940 | 590,443 | -313,497 | -34.68% |
| Krilogy Financial LLC | 41,382 | 27,284 | -14,098 | -34.07% |
| Artemis Investment Management LLP | 138,698 | 92,437 | -46,261 | -33.35% |
| Edge Wealth Management LLC | 6,170 | 4,170 | -2,000 | -32.41% |
| Summa Corp. | 48,475 | 32,875 | -15,600 | -32.18% |
| Everpar Advisors LLC | 9,413 | 6,657 | -2,756 | -29.28% |
| Richelieu Gestion PLC | 41,842 | 29,824 | -12,018 | -28.72% |
| Ritholtz Wealth Management | 31,777 | 22,704 | -9,073 | -28.55% |
| Gilman Hill Asset Management LLC | 89,139 | 64,053 | -25,086 | -28.14% |
| Azzad Asset Management Inc. ADV | 47,703 | 34,712 | -12,991 | -27.23% |
| Vanguard Capital Wealth Advisors | 13,250 | 9,650 | -3,600 | -27.17% |
| Duncker Streett & Co. Inc. | 2,774 | 2,037 | -737 | -26.57% |
| Teamwork Financial Advisors LLC | 22,708 | 16,835 | -5,873 | -25.86% |
| Aaron Wealth Advisors | 54,027 | 40,430 | -13,597 | -25.17% |
| Venturi Wealth Management LLC | 1,184 | 887 | -297 | -25.08% |
| PayPay Securities Corp | 44 | 33 | -11 | -25.00% |
| International Assets Investment Management LLC | 11,739 | 8,873 | -2,866 | -24.41% |
| Galvin Gaustad & Stein LLC | 18,029 | 13,729 | -4,300 | -23.85% |
| Toth Financial Advisory Corp | 16,634 | 12,666 | -3,968 | -23.85% |
| CRA Financial Services LLC | 3,851 | 2,961 | -890 | -23.11% |
| Daymark Wealth Partners LLC | 7,051 | 5,503 | -1,548 | -21.95% |
| Sapient Capital LLC | 31,456 | 24,930 | -6,526 | -20.75% |
| Catalyst Private Wealth LLC | 7,486 | 5,973 | -1,513 | -20.21% |
| Newbridge Financial Services Group Inc. | 25,694 | 21,004 | -4,690 | -18.25% |
| Cornerstone Wealth Management LLC | 4,221 | 3,451 | -770 | -18.24% |
| Carmel Capital Partners LLC | 18,513 | 15,188 | -3,325 | -17.96% |
| Grassi Investment Management | 113,700 | 93,800 | -19,900 | -17.50% |
| Zullo Investment Group Inc. | 17,647 | 14,921 | -2,726 | -15.45% |
| Trifecta Capital Advisors LLC | 90,180 | 76,330 | -13,850 | -15.36% |
| Deltec Asset Management LLC | 336,147 | 284,667 | -51,480 | -15.31% |
| Kennicott Capital Management LLC | 4,275 | 3,675 | -600 | -14.04% |
| Amalgamated Bank | 505,737 | 438,056 | -67,681 | -13.38% |
| Allspring Global Investments Holdings LLC | 1,957,627 | 1,714,444 | -243,183 | -12.42% |
| First Hawaiian Bank | 60,892 | 53,366 | -7,526 | -12.36% |
| Park Place Capital Corp | 4,719 | 4,145 | -574 | -12.16% |
| AlphaCentric Advisors LLC | 3,008 | 2,649 | -359 | -11.93% |
| Kovack Advisors Inc. | 40,002 | 35,299 | -4,703 | -11.76% |
| Brown Advisory Inc. | 17,991,630 | 15,939,414 | -2,052,216 | -11.41% |
| Friedenthal Financial | 11,680 | 10,357 | -1,323 | -11.33% |
| DNB Asset Management AS | 443,810 | 396,763 | -47,047 | -10.60% |
| Carret Asset Management LLC | 5,250 | 4,700 | -550 | -10.48% |
| State of Alaska Department of Revenue | 394,570 | 354,720 | -39,850 | -10.10% |
| Ameliora Wealth Management Ltd. | 5,000 | 4,500 | -500 | -10.00% |
| Wealthcare Advisory Partners LLC | 13,466 | 12,147 | -1,319 | -9.80% |
| Arden Trust Co | 6,401 | 5,780 | -621 | -9.70% |
| BSW Wealth Partners | 8,131 | 7,366 | -765 | -9.41% |
| First Dallas Securities Inc. | 95,150 | 86,650 | -8,500 | -8.93% |
| Ausdal Financial Partners Inc. | 8,035 | 7,338 | -697 | -8.67% |
| Zurcher Kantonalbank Zurich Cantonalbank | 978,355 | 896,729 | -81,626 | -8.34% |
| Aurum Wealth Management Group LLC | 4,783 | 4,386 | -397 | -8.30% |
| Westbourne Investment Advisors Inc. | 205,723 | 188,789 | -16,934 | -8.23% |
| Game Plan Financial Advisors LLC | 20,595 | 18,915 | -1,680 | -8.16% |
| Natixis Advisors L.P. | 444,122 | 407,901 | -36,221 | -8.16% |
| Summit Trail Advisors LLC | 64,568 | 59,537 | -5,031 | -7.79% |
| Bristlecone Advisors LLC | 70,333 | 65,189 | -5,144 | -7.31% |
| SOA Wealth Advisors LLC. | 1,299 | 1,206 | -93 | -7.16% |
| Westside Investment Management Inc. | 152,578 | 142,058 | -10,520 | -6.89% |
| SeaCrest Wealth Management LLC | 26,312 | 24,523 | -1,789 | -6.80% |
| Greystone Financial Group LLC | 6,182 | 5,768 | -414 | -6.70% |
| Pinnacle Bank | 1,221 | 1,142 | -79 | -6.47% |
| ACT Wealth Management LLC | 6,356 | 5,956 | -400 | -6.29% |
| Oxinas Partners Wealth Management LLC | 12,494 | 11,729 | -765 | -6.12% |
| Benedict Financial Advisors Inc. | 17,791 | 16,715 | -1,076 | -6.05% |
| Doliver Advisors LP | 12,663 | 11,959 | -704 | -5.56% |
| 626 Financial LLC | 18,337 | 17,337 | -1,000 | -5.45% |
| RDA Financial Network | 3,907 | 3,707 | -200 | -5.12% |
| NBC Securities Inc. | 44,425 | 42,214 | -2,211 | -4.98% |
| B & T Capital Management DBA Alpha Capital Management | 53,494 | 50,876 | -2,618 | -4.89% |
| Twin Peaks Wealth Advisors LLC | 10,656 | 10,181 | -475 | -4.46% |
| Corundum Group Inc. | 3,633 | 3,473 | -160 | -4.40% |
| Check Capital Management Inc. CA | 4,700 | 4,500 | -200 | -4.26% |
| Hartford Investment Management Co. | 138,645 | 133,030 | -5,615 | -4.05% |
| Cora Capital Advisors LLC | 6,504 | 6,246 | -258 | -3.97% |
| WASHINGTON TRUST Co | 290,117 | 278,690 | -11,427 | -3.94% |
| Miracle Mile Advisors LLC | 34,918 | 33,608 | -1,310 | -3.75% |
| Louisiana State Employees Retirement System | 124,400 | 119,800 | -4,600 | -3.70% |
| Amplius Wealth Advisors LLC | 3,962 | 3,818 | -144 | -3.63% |
| Jeppson Wealth Management LLC | 16,972 | 16,356 | -616 | -3.63% |
| ST Germain D J Co. Inc. | 301,825 | 291,147 | -10,678 | -3.54% |
| Bank of New York Mellon Corp | 16,507,527 | 15,940,624 | -566,903 | -3.43% |
| New Mexico Educational Retirement Board | 107,000 | 103,700 | -3,300 | -3.08% |
| Anderson Hoagland & Co. | 77,762 | 76,013 | -1,749 | -2.25% |
| Canvas Wealth Advisors LLC | 159,215 | 155,644 | -3,571 | -2.24% |
| Investment Research & Advisory Group Inc. | 56,942 | 55,681 | -1,261 | -2.21% |
| Allworth Financial LP | 15,688 | 15,398 | -290 | -1.85% |
| Citizens Business Bank | 78,933 | 77,515 | -1,418 | -1.80% |
| Objectivity Squared LLC | 15,656 | 15,377 | -279 | -1.78% |
| Campbell Capital Management Inc. | 105,800 | 103,940 | -1,860 | -1.76% |
| Park Avenue Securities LLC | 83,065 | 81,707 | -1,358 | -1.63% |
| OLD National Bancorp IN | 4,878 | 4,800 | -78 | -1.60% |
| Stonegate Investment Group LLC | 7,672 | 7,565 | -107 | -1.39% |
| Navalign LLC | 24,095 | 23,769 | -326 | -1.35% |
| Capital Asset Advisory Services LLC | 4,595 | 4,540 | -55 | -1.20% |
| Congress Park Capital LLC | 9,468 | 9,358 | -110 | -1.16% |
| Bouvel Investment Partners LLC | 54,935 | 54,313 | -622 | -1.13% |
| Beech Hill Advisors Inc. | 103,273 | 102,173 | -1,100 | -1.07% |
| Mcdonald Partners LLC | 12,579 | 12,454 | -125 | -0.99% |
| Raymond James Financial Services Advisors Inc. | 515,916 | 510,947 | -4,969 | -0.96% |
| Cookson Peirce & Co. Inc. | 343,978 | 340,796 | -3,182 | -0.93% |
| Quad Cities Investment Group LLC | 11,977 | 11,877 | -100 | -0.83% |
| Graybill Bartz & Assoc Ltd. | 60,798 | 60,343 | -455 | -0.75% |
| DekaBank Deutsche Girozentrale | 933,777 | 929,394 | -4,383 | -0.47% |
| State of Michigan Retirement System | 566,117 | 563,800 | -2,317 | -0.41% |
| Financial Enhancement Group LLC | 17,625 | 17,555 | -70 | -0.40% |
| Cigna Investments Inc. New | 20,743 | 20,665 | -78 | -0.38% |
| Kinneret Advisory LLC | 12,772 | 12,732 | -40 | -0.31% |
| Coastal Investment Advisors Inc. | 20,454 | 20,406 | -48 | -0.23% |
| Avitas Wealth Management LLC | 55,007 | 54,903 | -104 | -0.19% |
| Archford Capital Strategies LLC | 22,711 | 22,670 | -41 | -0.18% |
| Sumitomo Mitsui Trust Holdings Inc. | 4,916,622 | 4,915,111 | -1,511 | -0.03% |
| 13F Filers Exiting UBER | ||||
| Financial Perspectives Inc | 5 | 0 | -5 | -100.00% |
| Lecap Asset Management Ltd. | 19,361 | 0 | -19,361 | -100.00% |
| Mendota Financial Group LLC | 27,275 | 0 | -27,275 | -100.00% |
| Retireful LLC | 33,078 | 0 | -33,078 | -100.00% |
| Key Client Fiduciary Advisors LLC | 3,510 | 0 | -3,510 | -100.00% |
| Independent Wealth Network Inc. | 3,719 | 0 | -3,719 | -100.00% |
| Koss Olinger Consulting LLC | 11,160 | 0 | -11,160 | -100.00% |
| Cordant Inc. | 150 | 0 | -150 | -100.00% |
| Tennessee Valley Asset Management Partners | 784 | 0 | -784 | -100.00% |
| Advisor Resource Council | 3,504 | 0 | -3,504 | -100.00% |
| WT Asset Management Ltd | 6,500 | 0 | -6,500 | -100.00% |
| LexAurum Advisors LLC | 8,330 | 0 | -8,330 | -100.00% |
| Meridian Wealth Management LLC | 12,765 | 0 | -12,765 | -100.00% |
| Integrated Investment Consultants LLC | 85,613 | 0 | -85,613 | -100.00% |
| Diversified Trust Co | 16,055 | 0 | -16,055 | -100.00% |
| Weiss Multi Strategy Advisers LLC | 14,632 | 0 | -14,632 | -100.00% |
| Country Trust Bank | 40 | 0 | -40 | -100.00% |
| Bourgeon Capital Management LLC | 92 | 0 | -92 | -100.00% |
| M&R Capital Management Inc. | 183 | 0 | -183 | -100.00% |
See Summary: Institutional Holders of UBER
See Details: Top 10 Hedge Funds Holding UBER
Also See: UBER Insider Buying
