Ancora Advisors, LLC Reduced Holdings in Q2 2025

Ancora Advisors, LLC

  • $4.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-20
- 36.36%
$273.67 - $366.17 $5.47K - $7.32K
35 $12K
SMR
Nuscale Power Corp

Industrials
-299
- 99.67%
$12.6 - $43.24 $3.77K - $12.9K
1 $0
WSO
Watsco Inc

Industrials
-6
- 28.57%
$421.84 - $520.66 $2.53K - $3.12K
15 $6K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-210
- 2.92%
$10.78 - $11.57 $2.26K - $2.43K
6.98K $78K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-120
- 23.76%
$26.66 - $33.09 $3.2K - $3.97K
385 $12K
IFN
India Fund Inc

Financial Services
-200
- 18.18%
$13.8 - $16.82 $2.76K - $3.36K
900 $14K
VMO
Invesco Municipal Opportunity Trust

Financial Services
-138
- 3.31%
$9.0 - $9.58 $1.24K - $1.32K
4.03K $36K
IEX
Idex Corp

Industrials
-3
- 0.6%
$160.66 - $191.29 $482 - $574
494 $86K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-316
- 1.14%
$20.16 - $20.49 $6.37K - $6.47K
27.5K $563K
FNDF
Schwab Fundamental Intl Large

ETFs
-273
- 13.33%
$32.25 - $40.02 $8.8K - $10.9K
1.78K $71K
VLO
Valero Energy Corp

Energy
-55
- 2.97%
$104.69 - $141.77 $5.76K - $7.8K
1.8K $241K
CHD
Church & Dwight CO Inc

Consumer Defensive
-3
- 1.59%
$91.57 - $110.76 $275 - $332
186 $17K
UIHC
United Insurance Holdings Corp.

Financial Services
-308
- 0.23%
N/A
132K $991K
OKTA
Okta, Inc.

Technology
-1
- 0.23%
$91.24 - $127.3 $91.2 - $127
432 $43K
TFLO
Ishares Treasury Floating Rate

ETFs
-40
- 1.17%
$50.47 - $50.66 $2.02K - $2.03K
3.37K $170K
SMB
Vaneck Short Muni ETF

ETFs
-100
- 2.72%
$16.86 - $17.26 $1.69K - $1.73K
3.58K $61K
BRCC
Brc Inc.

Consumer Defensive
-1K
- 90.91%
$1.24 - $2.37 $1.24K - $2.37K
100 $0
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-100
- 33.33%
$18.94 - $22.97 $1.89K - $2.3K
200 $4K
ITM
Vaneck Intermediate Muni ETF

ETFs
-41
- 3.33%
$44.27 - $45.82 $1.82K - $1.88K
1.19K $54K
FNDC
Schwab Fundamental Intl Small

ETFs
-123
- 26.68%
$32.97 - $42.05 $4.06K - $5.17K
338 $14K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
-49
- 25.65%
$35.9 - $41.95 $1.76K - $2.06K
142 $5K
LEN
Lennar Corp

Consumer Cyclical
-5
- 35.71%
$102.76 - $115.66 $514 - $578
9 $0
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-16
- 23.53%
$43.65 - $45.44 $698 - $727
52 $2K
WAT
Waters Corp

Healthcare
-2
- 12.5%
$307.71 - $366.67 $615 - $733
14 $4K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-2
- 0.96%
$146.74 - $176.07 $293 - $352
206 $33K
MRNA
Moderna, Inc.

Healthcare
-34
- 22.82%
$23.65 - $28.54 $804 - $970
115 $3K
PPG
Ppg Industries Inc

Basic Materials
-16
- 4.82%
$91.66 - $115.04 $1.47K - $1.84K
316 $35K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-71
- 0.87%
$8.43 - $8.77 $599 - $623
8.09K $70K
EW
Edwards Lifesciences Corp

Healthcare
-17
- 26.15%
$67.07 - $78.22 $1.14K - $1.33K
48 $3K
ADM
Archer Daniels Midland CO

Consumer Defensive
-56
- 18.3%
$41.79 - $54.16 $2.34K - $3.03K
250 $13K
OWL
Blue Owl Capital Inc.

Financial Services
-8
- 0.83%
$15.9 - $21.16 $127 - $169
959 $18K
CE
Celanese Corp

Basic Materials
-6
- 28.57%
$37.49 - $59.36 $225 - $356
15 $0
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-46
- 3.35%
$9.4 - $10.12 $432 - $466
1.33K $12K
SNPS
Synopsys Inc

Technology
-2
- 40.0%
$380.9 - $517.66 $762 - $1.04K
3 $1K
Sandisk
-10.4K
- 94.57%
N/A
598 $0
Te Connectivity PLC
-369
- 80.22%
N/A
91 $0
Sandoz Group Ag
-6
- 25.0%
N/A
18 $0
SWKS
Skyworks Solutions, Inc.

Technology
-9
- 34.62%
$49.2 - $74.95 $443 - $675
17 $1K
Synchronoss Techno Inc Com
-12.5K
- 8.5%
N/A
134K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-57
- 51.82%
N/A
53 $0
Siriusxm Holdings Inc
-19.6K
- 33.0%
N/A
39.8K $0
PAGP
Plains Gp Holdings LP

Energy
-2
- 5.41%
$17.24 - $21.61 $34.5 - $43.2
35 $0
Rb Global Inc
-190K
- 18.24%
N/A
851K $0
Veralto Corp Com
-40
- 3.88%
N/A
990 $0
Paysafe LTD
-25K
- 43.58%
N/A
32.4K $0
Solventum Corp Com Shs
-2.75K
- 60.88%
N/A
1.77K $0
VTRS
Viatris Inc

Healthcare
-33
- 19.76%
$7.26 - $9.12 $240 - $301
134 $1K
Seaport Entmt Group Inc
-186K
- 68.28%
N/A
86.5K $0
Regional Brands Inc Com New
-45.6K
- 7.73%
N/A
544K $0
Activity Summary
Buys All Purchases 851 New Holdings 317 Increased Positions 534 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 12 Puts 8
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