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Get Institutions for : 
Solo Brands, Inc. (DTC)  
$2.01 0.01 (0.5%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 119    4
Total shares held : 
71,939,385  
% of shares held : 
79.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -2  
Amount of shares held : 
4,030,726  
% of shares held change : 
  4.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$5.26  
Last Quarter's Ending Price : 
$6.16  
Last Quarter's Average Price
$4.87  
Change from last quarter's     
avg. price to the last closing  : 
2.86 (58.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 3,685,992
 5.12%
 
Increased Positions :
42
 4,822,659
 6.7%
 
Unchanged Positions :
19
 44,350,510
 61.65%
 
Decreased Positions :
40
-2,350,258
-3.27%
 
Closed Positions :
22
-2,127,667
-2.96%
 
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
   SUMMIT PARTNERS L P 4 - 2023-12-31 44,034,960 $271,255,000 0
   TOWNSQUARE CAPITAL LLC 757 - 2023-12-31 90,000 $554,000 0
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1277 - 2023-12-31 54,551 $336,000 0
   NORDEN GROUP LLC 392 - 2024-03-31 90,000 $195,000 0
   Amussen Hunsaker & Associates LLC 87 - 2023-12-31 12,650 $78,000 0
   Atria Wealth Solutions Inc. 1854 - 2023-12-31 10,000 $62,000 0
   Eudaimonia Partners LLC 254 - 2024-03-31 16,065 $35,000 0
   SUMMIT INVESTMENT ADVISORS INC 2938 - 2023-12-31 906 $6,000 0
   Column Capital Advisors LLC 589 - 2023-09-30 1,203 $6,000 0
   FIFTH THIRD BANCORP 2199 - 2024-03-31 1,000 $2,000 0
   COMERICA BANK 3432 - 2023-12-31 388 $2,000 0
   Advisor Group Holdings Inc. 6381 - 2024-03-31 580 $1,000 0
   PROEQUITIES INC. 2505 - 2024-03-31 0 $0 0
   BERTRAM GROWTH CAPITAL III (GPLLC) L.L.C. - 2023-12-31 0 $0 0
   St. Johns Investment Management Company LLC 226 - 2024-03-31 200 $0 0

  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results