DYNATRONICS CORP - DYNTQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 725,965 | 283 | 0.0% | 0.0% | 1 | -27,300 | -3.62% | Q4 2022 | Feb 13, 2023 |
| VANGUARD GROUP INC | History | Added to | 106,438 | 41 | 0.0% | 0.0% | 2 | +250 | 0.24% | Q4 2022 | Feb 10, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | History | No change | 82,078 | 32 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2022 | Feb 10, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 60,909 | 23 | 0.0% | 0.0% | 4 | -250 | -0.41% | Q4 2022 | Feb 13, 2023 |
| UBS Group AG | History | New | 18,399 | 7 | 0.0% | — | 6 | +18,399 | New | Q4 2022 | Feb 08, 2023 |
| BANK OF AMERICA CORP /DE/ | History | No change | 20,000 | 7 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2022 | Feb 10, 2023 |
| MILLENNIUM MANAGEMENT LLC | History | New | 13,596 | 5 | 0.0% | — | 7 | +13,596 | New | Q4 2022 | Feb 14, 2023 |
| CITADEL ADVISORS LLC | History | New | 10,617 | 4 | 0.0% | — | 8 | +10,617 | New | Q4 2022 | Feb 14, 2023 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,470 | 3 | 0.0% | 0.0% | 9 | -271 | -3.5% | Q4 2022 | Feb 10, 2023 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2022 | Nov 14, 2022 |
| MORGAN STANLEY | History | Added to | 214 | 0 | — | — | — | +14 | 7.0% | Q4 2022 | Feb 14, 2023 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79 | 0 | — | — | — | +5 | 6.76% | Q4 2022 | Feb 13, 2023 |