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Get Institutions for : 
Accolade, Inc. (ACCD)  
$7.33 0.03 (0.41%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 139    18
Total shares held : 
65,824,646  
% of shares held : 
92.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
2,480,546  
% of shares held change : 
  3.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$10.47  
Last Quarter's Ending Price : 
$12.01  
Last Quarter's Average Price
$8.57  
Change from last quarter's     
avg. price to the last closing  : 
1.24 (14.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 1,852,963
 2.81%
 
Increased Positions :
55
 4,251,045
 6.46%
 
Unchanged Positions :
26
 5,995,242
 9.11%
 
Decreased Positions :
46
-2,977,167
-4.52%
 
Closed Positions :
30
-646,295
-0.98%
 
Guru Positions :
1
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
   Cross Creek Advisors LLC 3 - 2022-12-31 357,607 $2,786,000 0
   EQUITABLE TRUST CO 142 - 2024-03-31 155,020 $1,625,000 0
   NORDEA INVESTMENT MANAGEMENT AB 815 - 2024-03-31 100,251 $1,050,000 0
   Atlantic Trust Group LLC 666 - 2024-03-31 102,598 $1,039,000 0
   ALLIANCEBERNSTEIN L.P. 2306 - 2023-12-31 75,092 $902,000 0
   AJ WEALTH STRATEGIES LLC 171 - 2023-06-30 43,557 $587,000 0
   HPM Partners LLC - 2023-12-31 44,057 $529,000 0
   Waypoint Wealth Partners Inc. 51 - 2024-03-31 43,400 $455,000 0
   AVALON ADVISORS L P 261 - 2023-03-31 30,319 $436,000 0
   MetLife Investment Advisors LLC 1803 - 2023-12-31 34,620 $416,000 0
   PNC FINANCIAL SERVICES GROUP INC 1773 - 2024-03-31 33,659 $353,000 0
   New York Life Investments Alternatives 1 - 2022-12-31 38,883 $303,000 0
   PETRUS TRUST COMPANY, LTA 531 - 2023-12-31 19,098 $229,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 2064 - 2024-03-31 16,584 $174,000 0
   Pinnacle Wealth Planning Services Inc. 461 - 2024-03-31 13,259 $139,000 0
   BESSEMER GROUP INC 1233 - 2023-12-31 7,584 $91,000 0
   Allspring Global Investments Holdings LLC 1861 - 2024-03-31 8,258 $87,000 0
   SUMMIT INVESTMENT ADVISORS INC 1888 - 2023-12-31 6,560 $79,000 0
   GREAT WEST LIFE ASSURANCE CO /CAN/ 2005 - 2023-12-31 5,968 $71,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1469 - 2023-12-31 3,959 $48,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2189 - 2023-12-31 2,780 $33,000 0
   Capital Advisors Ltd. LLC 662 - 2024-03-31 1,197 $13,000 0
   Lindbrook Capital LLC 1925 - 2024-03-31 437 $5,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 543 - 2024-03-31 190 $2,000 0
   SIGNATUREFD, LLC 2971 - 2024-03-31 80 $1,000 0
   QUADRANT CAPITAL GROUP LLC 2559 - 2023-12-31 45 $1,000 0
   Sachetta LLC 952 - 2024-03-31 98 $1,000 0
   PROEQUITIES INC. 8395 - 2024-03-31 0 $0 0

  28 Records found
  1    
  Page 1 of 1
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