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SOBR Safe
SOBR

Overview Fund Activity

25 hedge funds and large institutions have $426K invested in SOBR Safe in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$9.02K
2
CWM
2
Centric Wealth Management
Illinois
$8.48K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$207K
4
UBS Group
4
UBS Group
Switzerland
$4.56K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$2K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$26.6K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$768
4
XT
4
XTX Topco
Cayman Islands
$6.2K
5
KPWS
5
Kestra Private Wealth Services
Texas
$14.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$207K 459,922 +14,520 +3%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$53.9K 114,346 – –
SPIA
3
Steward Partners Investment Advisory
New York
$26.6K 58,900 -30,000 -34%
BlackRock
4
BlackRock
New York
$25.4K 56,451 -264 -0.5%
KPWS
5
Kestra Private Wealth Services
Texas
$14.4K 31,950 -1,000 -3%
WP
6
Westmount Partners
California
$13.4K 29,636 – –
FFS
7
Founders Financial Securities
Maryland
$11.8K 26,150 – –
State Street
8
State Street
Massachusetts
$11.6K 24,700 – –
SW
9
SkyOak Wealth
Michigan
$11K 24,500 – –
Stifel Financial
10
Stifel Financial
Missouri
$9.02K 20,000 +20,000 New
CWM
11
Centric Wealth Management
Illinois
$8.48K 11,017 +11,017 New
Northern Trust
12
Northern Trust
Illinois
$8.33K 18,487 – –
WANY
13
Wealthspire Advisors (New York)
New York
$6.68K 14,818 – –
XT
14
XTX Topco
Cayman Islands
$6.2K 13,159 -3,014 -19%
UBS Group
15
UBS Group
Switzerland
$4.56K 10,108 +10,108 New
TRCT
16
Tower Research Capital (TRC)
New York
$2.96K 6,557 +838 +15%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$2K 5,000 +5,000 New
NFSG
18
Newbridge Financial Services Group
Florida
$902 2,000 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$768 1,705 -15,955 -90%
SIS
20
Sound Income Strategies
Florida
$316 702 – –
Wells Fargo
21
Wells Fargo
California
$54 120 +6 +5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$13 27 +27 New
Bank of America
23
Bank of America
North Carolina
$8 20 +20 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
– – -81,688 Closed
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$0 500 – –
1
2