Latest Institutional Transactions on 23and Me Holding Co. (ME)
This table provides information on the latest institutional transactions involving 23and Me Holding Co. (ME) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 0.99% |
$9.6 - $20.1
|
1K
$3.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 0.2% |
$10.6 - $22.1
|
5.53K
$16.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-200- 10.0% |
$192 - $402
|
1.8K
$5.51K
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-279K- 61.56% |
$268K - $561K
|
174K
$533K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-56K- 16.95% |
$53.8K - $113K
|
274K
$840K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
75New |
$72 - $151
|
75
$230
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.5K- 8.84% |
$2.4K - $5.02K
|
25.8K
$78.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
209New |
$201 - $420
|
209
$640
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1K- 8.89% |
$960 - $2.01K
|
10.3K
$31.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.41KNew |
$1.35K - $2.82K
|
1.41K
$4.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21.9K- 63.26% |
$21.1K - $44.1K
|
12.7K
$39K
|
|
|
Oct 23, 2023
Q3 2023
|
Liberty Street Advisors, Inc.
|
SELL
|
- |
-100K- 21.09% |
$96K - $201K
|
374K
$1.15M
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
238New |
$378 - $545
|
238
$728
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
47.9K+ 50.6% |
$76.2K - $110K
|
143K
$436K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10KNew |
$16K - $23K
|
10K
$30.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
600KNew |
$954K - $1.37M
|
600K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
CALL |
100+ 0.21% |
$159 - $229
|
47.7K
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
173KNew |
$275K - $396K
|
173K
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11KNew |
$17.4K - $25.1K
|
11K
$33.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
77.2KNew |
$123K - $177K
|
77.2K
$236K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
71.5KNew |
$114K - $164K
|
71.5K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.25K- 25.0% |
$14.7K - $21.2K
|
27.7K
$84.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
290+ 273.58% |
$461 - $664
|
396
$1.21K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.9K- 18.93% |
$6.2K - $8.93K
|
16.7K
$51.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.4KNew |
$21.3K - $30.6K
|
13.4K
$40.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 15.44% |
$19.3K - $27.9K
|
91K
$278K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.01KNew |
$1.61K - $2.32K
|
1.01K
$3.09K
|
|
| Q1 2023 | |||||||
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-82.4K- 23.57% |
$169K - $236K
|
267K
$818K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40K+ 48.19% |
$82K - $115K
|
123K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
26.5KNew |
$54.4K - $76.1K
|
26.5K
$81.2K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
10KNew |
$20.5K - $28.7K
|
10K
$30.6K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250New |
$513 - $718
|
250
$765
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-78K- 22.67% |
$160K - $224K
|
266K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-32.6K- 97.02% |
$66.8K - $93.6K
|
1K
$3.06K
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
25.9KNew |
$53K - $74.2K
|
25.9K
$79.1K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-91K- 50.19% |
$187K - $261K
|
90.3K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
23.6KNew |
$48.4K - $67.8K
|
23.6K
$72.2K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
210KNew |
$431K - $603K
|
210K
$643K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.56KNew |
$3.21K - $4.49K
|
1.56K
$4.79K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
CALL |
-55.1K- 98.92% |
$113K - $158K
|
600
$1.84K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
839+ 26.8% |
$1.72K - $2.41K
|
3.97K
$12.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1KNew |
$2.05K - $2.87K
|
1K
$3.06K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-26.7K- 93.02% |
$54.6K - $76.5K
|
2K
$6.12K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 33.33% |
$820 - $1.15K
|
800
$2.45K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126New |
$258 - $362
|
126
$386
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
500+ 4.77% |
$1.03K - $1.44K
|
11K
$33.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
750New |
$1.54K - $2.15K
|
750
$2.3K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.23KClosed |
$2.52K - $4.25K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
89.5KNew |
$184K - $311K
|
89.5K
$274K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
24.1KNew |
$49.7K - $83.8K
|
24.1K
$73.9K
|
|