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SOBR Safe

19 hedge funds and large institutions have $1.1M invested in SOBR Safe in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$490K 445,402 +20,445 +5%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$126K 114,346 +14,598 +15%
SPIA
3
Steward Partners Investment Advisory
New York
$97.8K 88,900 +88,900 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$89.9K 81,688 -2,242 -3%
BlackRock
5
BlackRock
New York
$62.4K 56,715 -924 -2%
KPWS
6
Kestra Private Wealth Services
Texas
$36.2K 32,950
WP
7
Westmount Partners
California
$32.6K 29,636
FFS
8
Founders Financial Securities
Maryland
$28.8K 26,150
State Street
9
State Street
Massachusetts
$27.2K 24,700
SW
10
SkyOak Wealth
Michigan
$27K 24,500
Northern Trust
11
Northern Trust
Illinois
$20.3K 18,487
Osaic Holdings
12
Osaic Holdings
Arizona
$19.4K 17,660 +8,205 +87%
XT
13
XTX Topco
Cayman Islands
$17.8K 16,173 +2,269 +16%
WANY
14
Wealthspire Advisors (New York)
New York
$16.3K 14,818
TRCT
15
Tower Research Capital (TRC)
New York
$6.29K 5,719 +815 +17%
NFSG
16
Newbridge Financial Services Group
Florida
$2.2K 2,000
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1K 500
SIS
18
Sound Income Strategies
Florida
$772 702
Wells Fargo
19
Wells Fargo
California
$125 114 +25 +28%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
-72,900 Closed
Morgan Stanley
21
Morgan Stanley
New York
-898 Closed
CFGS
22
Concourse Financial Group Securities
Alabama