DAN IVES WEDBUSH
Institutional coverage
118 13F filers hold $IVES.
13F holders
118
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $IVES. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 118 · Source: 13F-HR01
Uhlmann Price Securities, LLC
0.76% of portfolio
916,734 sh
02
Private Harbour Investment Management & Counsel, LLC
0.02% of portfolio
677,488 sh
03
Madison Investment Advisors, LLC
0.01% of portfolio
521,366 sh
04
Concentric Capital Strategies, LP
0.47% of portfolio
327,825 sh
05
First Heartland Consultants, Inc.
0.77% of portfolio
322,364 sh
06
New Leaf Venture Partners, L.L.C.
0.01% of portfolio
272,318 sh
07
Vista Investment Partners II, LLC
2.61% of portfolio
265,168 sh
08
New Republic Capital, LLC
0.02% of portfolio
206,741 sh
09
Jaffetilchin Investment Partners, LLC
0.01% of portfolio
185,753 sh
10
Barrow Hanley Mewhinney & Strauss LLC
—
182,494 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IVES in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IVES in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 14:04 UTC.