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Get Institutions for : 
Mogo Inc (MOGO)  
$3.57 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    0
Total shares held : 
 3,656,699  
% of shares held : 
 12.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 1,030,024  
% of shares held change : 
   3.41%  
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 :
2
 22,601
 0.62%
 
Increased Positions :
7
 1,215,220
 33.23%
 
Unchanged Positions :
4
 219,084
 5.99%
 
Decreased Positions :
9
-190,667
-5.21%
 
Closed Positions :
2
-17,130
-0.47%
 
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
   Toroso Investments LLC 166 - 2023-12-31 2,385,659 $4,390,000 951,490
   MARINER WEALTH ADVISORS, LLC 1362 - 2023-12-31 601,549 $1,107,000 108,852
   FORTRESS INVESTMENT GROUP LLC 9 - 2023-12-31 192,484 $354,000 0
   GARNET CAPITAL HOLDINGS INC 19 - 2023-12-31 157,824 $290,000 -106,666
   SCHMEIDLER A R & CO INC 134 - 2023-12-31 135,652 $250,000 135,652
   BANK OF MONTREAL /CAN/ 2899 - 2023-12-31 37,131 $76,000 -54,875
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3232 *New 2024-03-31 33,265 $67,000 33,265
   FIRST MANHATTAN CO 870 - 2023-12-31 26,400 $49,000 0
   FMR LLC 3445 *New 2023-12-31 22,568 $41,000 22,568
   NATIONAL BANK OF CANADA /FI/ 1712 - 2023-12-31 18,206 $34,000 18,206
   GROUP ONE TRADING, L.P. 1151 - 2023-12-31 17,960 $33,000 -2,241
   ROYAL BANK OF CANADA 5495 - 2023-12-31 15,940 $29,000 -2,824
   GOLDMAN SACHS GROUP INC/ 4448 - 2023-12-31 14,766 $27,000 -18,967
   MILLENNIUM MANAGEMENT LLC 3768 - 2023-12-31 13,819 $25,000 239
   MORGAN STANLEY 6275 - 2023-12-31 8,675 $16,000 -4,339
   SIMPLEX TRADING LLC 1902 - 2024-03-31 4,464 $8,000 1,979
   Advisor Group Holdings Inc. 5851 - 2023-12-31 3,831 $7,000 -333
   UBS Group AG 6612 - 2023-12-31 917 $2,000 751
   BANK OF AMERICA CORP /DE/ 6090 - 2023-12-31 500 $1,000 -157
   Steward Partners Investment Advisory LLC 3383 - 2023-12-31 200 $0 0
   TORONTO DOMINION BANK 1204 *Closed 2023-12-31 0 $0 -1,987
   PROEQUITIES INC. 5478 - 2023-12-31 0 $0 0
   Cutler Group LP 1582 *Closed 2024-03-31 0 $0 -100
   WELLS FARGO & CO/MN 6969 *New 2023-12-31 33 $0 33
   CITADEL ADVISORS LLC 6453 *Closed 2023-12-31 0 $0 -15,143
  25 Records found
  1    
  Page 1 of 1
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