TMQ

Trilogy Metals

52 hedge funds and large institutions have $14.1M invested in Trilogy Metals in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
9
Closed
2
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$5.45K +$5.45K +10,904 New
EFP
27
EnRich Financial Partners
Wisconsin
$3.02K +$3.02K +6,042 New
JFA
28
JNBA Financial Advisors
Minnesota
$2.25K
UBS Group
29
UBS Group
Switzerland
$2.24K +$2.24K +4,477 +44,770%
Citigroup
30
Citigroup
New York
$1.83K
B
31
Birchbrook
Maine
$1.25K
Wells Fargo
32
Wells Fargo
California
$1.21K -$247 -500 -17%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1K
IGWM
34
ICA Group Wealth Management
Colorado
$745
TRCT
35
Tower Research Capital (TRC)
New York
$700
CA
36
CoreCap Advisors
Michigan
$533 +$533 +1,066 New
CWM
37
Compass Wealth Management
Connecticut
$500
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206
MIM
39
Macroview Investment Management
Maryland
$167
NECFA
40
New England Capital Financial Advisors
Connecticut
$167
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
$150
GEA
42
Glen Eagle Advisors
New Jersey
$83
Credit Agricole
43
Credit Agricole
France
$62
HCM
44
Highlander Capital Management
New Jersey
$42
HI
45
Harbour Investments
Wisconsin
$25 +$25 +50 New
GRP
46
Global Retirement Partners
California
$17
SS
47
Sunbelt Securities
Texas
$16
NA
48
NewEdge Advisors
Louisiana
$6
TC
49
Truvestments Capital
Florida
$4
US Bancorp
50
US Bancorp
Minnesota
$3