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Get Institutions for : 
Pineapple Energy Ord Shs (PEGY)  
$2.10 0.00 (0.00%) as of 4:30 Fri 3/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    0
Total shares held : 
 678,492  
% of shares held : 
 6.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 52,487  
% of shares held change : 
   0.54%  
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
 15,141
 2.23%
 
Increased Positions :
4
 189,988
 28%
 
Unchanged Positions :
9
 182,490
 26.9%
 
Decreased Positions :
4
-88,827
-13.09%
 
Closed Positions :
2
-63,815
-9.41%
 
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
   COLDSTREAM CAPITAL MANAGEMENT INC 898 - 2023-12-31 280,812 $166,000 182,812
   VANGUARD GROUP INC 4308 - 2023-12-31 148,596 $88,000 -65,171
   GEODE CAPITAL MANAGEMENT LLC 4453 - 2023-12-31 45,662 $27,000 0
   BLACKROCK INC. 4762 - 2023-12-31 28,107 $17,000 0
   RENAISSANCE TECHNOLOGIES LLC 3597 - 2023-12-31 26,384 $16,000 6,500
   GUARDIAN WEALTH ADVISORS LLC / NC 363 - 2023-12-31 23,773 $14,000 0
   Aptus Capital Advisors LLC 765 - 2023-12-31 23,773 $14,000 0
   GAMCO INVESTORS INC ET AL 820 - 2023-12-31 15,902 $9,000 -17,875
   STATE STREET CORP 4205 - 2023-12-31 13,477 $8,000 0
   HRT FINANCIAL LLC 1892 *New 2023-12-31 15,046 $8,000 15,046
   NORTHERN TRUST CORP 4445 - 2023-12-31 10,089 $6,000 0
   ALTFEST L J & CO INC 309 - 2024-03-31 34,604 $2,000 0
   TOWER RESEARCH CAPITAL LLC 5260 - 2023-12-31 3,992 $2,000 672
   UBS Group AG 6688 - 2023-12-31 2,672 $2,000 -5,311
   Goss Wealth Management LLC 3350 - 2023-12-31 3,005 $2,000 0
   MORGAN STANLEY 6842 - 2023-12-31 2,445 $1,000 -470
   BANK OF AMERICA CORP /DE/ 6137 *New 2023-12-31 95 $0 95
   J P MORGAN CHASE & CO 5918 *Closed 2023-12-31 0 $0 -8
   WELLS FARGO & CO/MN 6385 - 2023-12-31 58 $0 4
   DIMENSIONAL FUND ADVISORS INC 3476 *Closed 2023-12-31 0 $0 -63,807
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  21 Records found
  1    
  Page 1 of 1
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