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Get Institutions for : 
ClearPoint Neuro, Inc (CLPT)  
$5.87 0.35 (6.34%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 68    2
Total shares held : 
 6,280,711  
% of shares held : 
 39.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 336,015  
% of shares held change : 
   2.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $4.80  
Last Quarter's Ending Price : 
 $6.79  
Last Quarter's Average Price : 
 $5.66  
Change from last quarter's     
avg. price to the last closing  : 
0.21 (3.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 90,207
 1.44%
 
Increased Positions :
21
 413,563
 6.58%
 
Unchanged Positions :
21
 903,166
 14.38%
 
Decreased Positions :
18
-108,189
-1.72%
 
Closed Positions :
6
-59,566
-0.95%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 3273 - 2023-12-31 1,470,056 $9,982,000 105,822
   VANGUARD GROUP INC 3014 - 2023-12-31 1,308,694 $8,886,000 33,414
   GEODE CAPITAL MANAGEMENT LLC 2898 - 2023-12-31 489,155 $3,322,000 35,156
   Taylor Frigon Capital Management LLC 30 - 2024-03-31 424,097 $2,884,000 71,491
   STATE STREET CORP 3062 - 2023-12-31 348,898 $2,369,000 21,684
   BROWN ADVISORY HOLDINGS INC 612 - 2024-03-31 333,395 $2,267,000 0
   ESSEX INVESTMENT MANAGEMENT CO LLC 92 *New 2024-03-31 329,879 $2,243,000 329,879
   Cahill Wealth Management LLC 16 - 2023-12-31 232,263 $1,577,000 44,179
   Sentinus LLC 41 - 2023-06-30 201,590 $1,460,000 50,050
   CM Management LLC 34 - 2023-12-31 200,000 $1,358,000 0
   NORTHERN TRUST CORP 3190 - 2023-12-31 197,885 $1,344,000 8,133
   Lane Generational LLC 19 - 2023-12-31 174,291 $1,183,000 24,512
   MORGAN STANLEY 4727 - 2023-12-31 161,989 $1,100,000 43,295
   Legato Capital Management LLC 301 *New 2024-03-31 130,741 $889,000 130,741
   PARSONS CAPITAL MANAGEMENT INC/RI 273 - 2024-03-31 105,873 $720,000 -300
   BRIDGEWAY CAPITAL MANAGEMENT INC 962 - 2023-12-31 66,992 $455,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2906 - 2024-03-31 64,084 $436,000 4,852
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3123 - 2023-12-31 62,770 $426,000 0
   BANK OF NEW YORK MELLON CORP 3587 - 2024-03-31 55,689 $379,000 -6,328
   UBS Group AG 4171 - 2023-12-31 53,531 $363,000 13,958
   ROYCE & ASSOCIATES LLC 813 *New 2023-12-31 53,065 $360,000 53,065
   GOLDMAN SACHS GROUP INC/ 4029 - 2023-12-31 46,564 $316,000 -718
   BANK OF AMERICA CORP /DE/ 4909 - 2023-12-31 35,744 $243,000 17,260
   SILVERCREST ASSET MANAGEMENT GROUP LLC 766 - 2023-12-31 35,700 $242,000 0
   LPL FINANCIAL CORP 4242 - 2023-12-31 32,450 $220,000 1,000
   NUVEEN ASSET MANAGEMENT, LLC 3164 - 2023-12-31 31,795 $216,000 0
   BARCLAYS PLC 3353 - 2023-12-31 31,524 $214,000 27,417
   J P MORGAN CHASE & CO 4162 - 2023-12-31 31,422 $213,000 -10,382
   JANE STREET GROUP LLC 4760 *New 2023-12-31 29,319 $199,000 29,319
   CITADEL ADVISORS LLC 4451 - 2023-12-31 28,017 $190,000 -58,191
   PRICE T ROWE ASSOCIATES INC /MD/ 2603 - 2023-12-31 23,054 $157,000 688
   BANK OF MONTREAL /CAN/ 2713 - 2023-12-31 21,776 $154,000 -6,420
   RHUMBLINE ADVISERS 3317 - 2023-12-31 21,092 $143,000 -9,265
   DEUTSCHE BANK AG 2987 - 2023-12-31 19,635 $133,000 -6,278
   STIFEL FINANCIAL CORP 3114 - 2023-12-31 19,373 $132,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5138 - 2023-12-31 17,663 $120,000 17,663
   VIRTU FINANCIAL LLC 1052 *New 2023-12-31 12,858 $87,000 12,858
   MetLife Investment Advisors LLC 2680 - 2023-12-31 12,254 $83,000 0
   AMERICAN INTERNATIONAL GROUP INC 2690 - 2023-12-31 11,394 $77,000 -47
   MANUFACTURERES LIFE INSURANCE CO 2868 - 2023-12-31 10,305 $70,000 0
   INVESCO LTD 3598 - 2023-12-31 10,199 $69,000 -1,335
   FMR LLC 3346 - 2023-12-31 7,706 $52,000 3,476
   ADVISORY SERVICES NETWORK, LLC 1988 *New 2023-12-31 7,400 $50,000 7,400
   GROUP ONE TRADING, L.P. 1081 - 2023-12-31 6,959 $47,000 5,897
   ROYAL BANK OF CANADA 5329 - 2023-12-31 6,931 $47,000 3,290
   Moisand Fitzgerald Tamayo LLC 194 - 2024-03-31 6,216 $42,000 0
   WELLS FARGO & CO/MN 4704 - 2023-12-31 6,045 $41,000 1,355
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2838 - 2023-12-31 3,773 $26,000 -1,285
   CITIGROUP INC 3968 - 2023-12-31 3,333 $23,000 3,292
   LEGAL & GENERAL GROUP PLC 3131 - 2023-12-31 2,400 $16,000 -321
   TOWER RESEARCH CAPITAL LLC 3921 - 2023-12-31 2,118 $14,000 -198
   SUMMIT INVESTMENT ADVISORS INC 2744 - 2023-12-31 1,893 $13,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2209 - 2023-12-31 1,270 $9,000 0
   ADIRONDACK TRUST CO 395 - 2024-03-31 880 $6,000 0
   City State Bank 560 - 2024-03-31 850 $6,000 0
   Advisor Group Holdings Inc. 5945 - 2023-12-31 829 $6,000 -347
   NEW YORK STATE COMMON RETIREMENT FUND 3155 - 2023-12-31 775 $5,000 -63
   SIMPLEX TRADING LLC 1997 - 2024-03-31 844 $5,000 -1,094
   AMALGAMATED BANK 2740 - 2024-03-31 773 $5,000 -2,398
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 404 - 2024-03-31 300 $2,000 0
   Efficient Wealth Management LLC 964 - 2024-03-31 92 $1,000 0
   FAIRFIELD RESEARCH CORP 433 - 2023-12-31 134 $1,000 134
   NBC SECURITIES INC. 2075 - 2024-03-31 250 $1,000 0
   NISA INVESTMENT ADVISORS L L C - 2024-03-31 90 $1,000 15
   GRADIENT INVESTMENTS LLC 955 - 2024-03-31 145 $1,000 0
   Russell Investments Group Ltd. 2987 *New 2023-12-31 200 $1,000 200
   Bell Investment Advisors Inc 1509 *New 2023-12-31 104 $1,000 104
   EverSource Wealth Advisors LLC 2590 *Closed 2023-12-31 0 $0 -195
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2515 *Closed 2024-03-31 0 $0 -13,378
   Key Financial Inc 1238 - 2024-03-31 25 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   GAMMA Investing LLC 3211 - 2024-03-31 42 $0 0
   SG AMERICAS SECURITIES LLC 2830 *Closed 2023-12-31 0 $0 -16,529
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 4 $0 4
   HANSON MCCLAIN, INC. 3655 - 2024-03-31 65 $0 0
   Mayo Clinic 10 *Closed 2023-12-31 0 $0 -38,114
   Farther Finance Advisors LLC 3607 *New 2023-12-31 2 $0 2
  77 Records found
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