Institutional Ownership Solo Brands, Inc. (DTC)
This table provides information about the institutional ownership of Solo Brands, Inc. (DTC). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 63.4 Million shares, which have been reported (via 13F filing form) to have a value of $75.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,000
shares
|
$1,190
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
906
shares
|
$1,078
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
770
shares
|
$916
0.0% of portfolio
|
Q1 2024
Reduced 72.84%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
590
shares
|
$702
0.0% of portfolio
|
Q3 2024
Added 125.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
478
shares
|
$568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
300
shares
|
$357
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
295
shares
|
$351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
266
shares
|
$316
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
214
shares
|
$254
0.0% of portfolio
|
Q3 2024
Added 154.76%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
200
shares
|
$238
0.0% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
200
shares
|
$238
0.0% of portfolio
|
Q2 2024
Reduced 65.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
83
shares
|
$98
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
52
shares
|
$61
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1
shares
|
$1
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bertram Growth Capital Iii (Gpllc), L.L.C.
Foster City, CA |
Jan 22, 2024 Q4 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q4 2023
New holding
|