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ORM
Owens Realty Mortgage, Inc.
ORM
ORM
Delisted
ORM was delisted on the 28th of March, 2019.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
FCH
1
Freestone Capital Holdings
Seattle,
Washington
| $2.47M | +$2.13M | +198,941 | New |
|
| 2 |
MBTD
2
Mechanics Bank - Trust Department
Walnut Creek,
California
| $289K | +$250K | +23,281 | New |
|
| 3 |
M
3
MOTCO
San Antonio,
Texas
| $244K | +$211K | +19,661 | New |
|
| 4 |
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $241K | +$208K | +19,435 | New |
|
| 5 |
VKH
5
Virtu KCG Holdings
New York
| $184K | +$159K | +14,833 | New |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $174K | +$150K | +14,038 | New |
|
| 7 |
U
7
UBS
Zurich,
Switzerland
| $146K | +$126K | +11,769 | New |
|
| 8 |
8
Morgan Stanley
New York
| $137K | +$119K | +11,084 | New |
|
| 9 |
9
Wells Fargo
San Francisco,
California
| $106K | +$91.7K | +8,551 | New |
|
| 10 |
LWCFA
10
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $48K | +$41.2K | +3,841 | New |
|
| 11 |
CCA
11
Catalyst Capital Advisors
Huntington,
New York
| $12K | +$10.7K | +1,000 | New |
|