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Get Institutions for : 
Forge Global Holdings Ord Shs (FRGE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    15
Total shares held : 
 71,167,753  
% of shares held : 
 41.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 3,347,494  
% of shares held change : 
   1.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,365,902
 1.92%
 
Increased Positions :
36
 3,021,393
 4.25%
 
Unchanged Positions :
18
 38,184,429
 53.65%
 
Decreased Positions :
11
-1,031,984
-1.45%
 
Closed Positions :
1
-7,817
-0.01%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ROB Exploration LLC 1 - 2024-03-31 24,230,000 $46,764,000 0
   TEMASEK HOLDINGS (PRIVATE) LTD 61 - 2024-03-31 8,607,712 $16,613,000 0
   DOUGLASS WINTHROP ADVISORS LLC 50 - 2024-03-31 5,039,822 $9,727,000 0
   Abacus Wealth Partners LLC 20 - 2024-03-31 942,866 $1,820,000 0
   NUVEEN ASSET MANAGEMENT, LLC 2746 - 2024-03-31 411,336 $794,000 0
   Swiss National Bank 2470 - 2024-03-31 223,285 $431,000 0
   LASRY MARC 7 - 2024-03-31 170,458 $329,000 0
   CREDIT SUISSE/ 2803 - 2024-03-31 110,005 $212,000 0
   WADE G W & INC 398 - 2023-12-31 39,600 $136,000 0
   CREATIVE PLANNING 2663 - 2024-03-31 60,000 $116,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 2417 - 2024-03-31 39,205 $76,000 0
   Ausdal Financial Partners Inc. 458 - 2024-03-31 20,640 $40,000 0
   Wedmont Private Capital 598 - 2024-03-31 15,299 $36,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1706 - 2023-09-30 13,200 $27,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 2445 - 2024-03-31 11,487 $22,000 0
   SEI INVESTMENTS CO 2519 - 2024-03-31 10,069 $19,000 0
   SUMMIT INVESTMENT ADVISORS INC 2597 - 2024-03-31 9,074 $18,000 0
   NBC SECURITIES INC. 1811 - 2024-03-31 3,000 $5,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 541 - 2024-03-31 1,320 $3,000 0
   THOMAS J. HERZFELD ADVISORS, INC. 150 - 2024-03-31 1,000 $2,000 0
   PROEQUITIES INC. 2313 - 2024-03-31 0 $0 0
   Advisor Group Holdings Inc. 6546 - 2024-03-31 44 $0 0
  22 Records found
  1    
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