Ancora Advisors, LLC Reduced Holdings in Q1 2025

Ancora Advisors, LLC

  • $4.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
-2
- 0.5%
$101.09 - $118.51 $202 - $237
400 $41K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.02K
- 0.93%
$81.83 - $82.73 $83.5K - $84.4K
109K $9.01M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-53
- 49.53%
$28.62 - $36.65 $1.52K - $1.94K
54 $1K
VMO
Invesco Municipal Opportunity Trust

Financial Services
-135
- 3.14%
$9.44 - $9.93 $1.27K - $1.34K
4.16K $39K
MRNA
Moderna, Inc.

Healthcare
-4
- 2.61%
$28.35 - $47.53 $113 - $190
149 $4K
ALGN
Align Technology Inc

Healthcare
-1
- 4.0%
$158.86 - $234.89 $159 - $235
24 $3K
ITM
Vaneck Intermediate Muni ETF

ETFs
-41
- 3.22%
$45.21 - $46.67 $1.85K - $1.91K
1.23K $56K
DXCM
Dexcom Inc

Healthcare
-8
- 26.67%
$67.74 - $90.75 $542 - $726
22 $1K
TLRY
Tilray Brands, Inc.

Healthcare
-1.15K
- 99.91%
$0.59 - $1.46 $676 - $1.67K
1 $0
STEW
Boulder Growth & Income Fund

Financial Services
-1.56K
- 7.38%
$15.76 - $17.3 $24.6K - $27K
19.6K $337K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-20
- 11.11%
$17.74 - $22.07 $355 - $441
160 $2K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-36
- 50.7%
$20.76 - $29.81 $747 - $1.07K
35 $0
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
-175
- 27.6%
$4.96 - $5.64 $868 - $987
459 $2K
UAA
Under Armour, Inc.

Consumer Cyclical
-100
- 34.97%
$6.25 - $8.66 $625 - $866
186 $1K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-23
- 18.55%
$46.82 - $47.8 $1.08K - $1.1K
101 $4K
KLAC
Kla Corp

Technology
-2
- 33.33%
$636.62 - $777.63 $1.27K - $1.56K
4 $2K
HAL
Halliburton CO

Energy
-20
- 9.9%
$24.15 - $29.9 $483 - $598
182 $4K
KR
Kroger CO

Consumer Defensive
-370
- 10.03%
$58.36 - $67.72 $21.6K - $25.1K
3.32K $224K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-82
- 3.14%
$9.91 - $10.78 $813 - $884
2.53K $25K
EA
Electronic Arts Inc.

Communication Services
-5
- 16.13%
$116.53 - $146.29 $583 - $731
26 $3K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-46
- 3.24%
$9.88 - $10.25 $454 - $472
1.37K $13K
NLOK
Norton Life Lock Inc.

Technology
-54
- 17.59%
N/A
253 $5K
OXY
Occidental Petroleum Corp

Energy
-29
- 1.97%
$45.45 - $52.7 $1.32K - $1.53K
1.44K $71K
MPWR
Monolithic Power Systems Inc

Technology
-1
- 50.0%
$565.7 - $720.25 $566 - $720
1 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-9
- 50.0%
$30.38 - $34.94 $273 - $314
9 $0
Middlefield Banc Corp
-544
- 8.12%
N/A
6.16K $0
Centuri Holdings Inc
-77.4K
- 45.77%
N/A
91.7K $0
Gsk PLC
-9.81K
- 75.59%
N/A
3.17K $0
Sesen Bio I N C
-1.3K
- 89.67%
N/A
150 $0
Blackrock
-68
- 1.02%
N/A
6.62K $0
F&G Annuities & Life Inc
-183K
- 73.86%
N/A
64.6K $0
AOS
Smith A O Corp

Industrials
-3
- 3.45%
$65.16 - $72.69 $195 - $218
84 $5K
Solventum Corp Com Shs
-3.04K
- 40.21%
N/A
4.52K $0
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-12
- 10.91%
$10.81 - $11.42 $130 - $137
98 $1K
Jpmorgan Hedged Equity Laddere
-2.43K
- 23.63%
N/A
7.84K $0
Blackstone Real Estate Income
-24.2K
- 9.66%
N/A
226K $0
Brookfield Corp
-55
- 0.12%
N/A
45.7K $0
Grayscale Bitcoin Mini Tr Et
-67
- 7.5%
N/A
826 $0
Knife River Corp
-80
- 5.12%
N/A
1.48K $0
Bunge LTD
-2
- 0.88%
N/A
225 $0
Canadien Pacifique Kansas City
-100
- 6.85%
N/A
1.36K $0
Labcorp Holdings Inc
-8
- 3.2%
N/A
242 $0
Te Connectivity PLC
-40
- 8.0%
N/A
460 $0
Cannabist CO Holdings In
-15K
- 99.99%
N/A
1 $0
Talen Energy Corp Com
-6.9K
- 67.01%
N/A
3.4K $0
Capital Group Core Bond ETF
-9.58K
- 6.72%
N/A
133K $0
Flutter Entertainment PLC
-22
- 70.97%
N/A
9 $0
Super Micro Computer Inc
-200
- 35.97%
N/A
356 $0
Summit Midstream Corporation C
-23.4K
- 81.77%
N/A
5.21K $0
Activity Summary
Buys All Purchases 593 New Holdings 145 Increased Positions 448 Sells All Sells 459 Reductions 458 Sold out 1 Options Calls 0 Puts 0
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