Purchases and Sales Made in Q2 2023 in 23and Me Holding Co. (ME)
This table provides information about the institutional ownership of 23and Me Holding Co. (ME) during Q2 2023. The information is specifically focused on institutions that hold shares of 23andMe Holding Co..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 3.05% |
$16.7K - $24K
|
355K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10KNew |
$16K - $23K
|
10K
$30.7K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.62K+ 68.63% |
$15.3K - $22K
|
23.6K
$72.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
9.14KNew |
$14.5K - $20.9K
|
9.14K
$28K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.36K+ 8.59% |
$13.3K - $19.1K
|
106K
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.8K+ 45.97% |
$12.4K - $17.9K
|
24.8K
$75.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.22K+ 105.57% |
$11.5K - $16.5K
|
14.1K
$43K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.13K+ 35.57% |
$9.75K - $14K
|
23.4K
$71.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.1K+ 43.04% |
$8.1K - $11.7K
|
16.9K
$51.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.83K+ 2.26% |
$7.68K - $11.1K
|
219K
$669K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
4.74K+ 31.96% |
$7.53K - $10.8K
|
19.6K
$59.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.14K+ 6.55% |
$5K - $7.2K
|
51.2K
$157K
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3K+ 0.5% |
$4.77K - $6.87K
|
606K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3K+ 0.5% |
$4.77K - $6.87K
|
606K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.94KNew |
$4.67K - $6.72K
|
2.94K
$8.98K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
2.35K+ 4.66% |
$3.73K - $5.38K
|
52.8K
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.9K+ 5.96% |
$3.02K - $4.35K
|
33.8K
$103K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 3.35% |
$1.79K - $2.58K
|
34.7K
$106K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.01KNew |
$1.61K - $2.32K
|
1.01K
$3.09K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
550New |
$875 - $1.26K
|
550
$1.68K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
500+ 4.04% |
$795 - $1.15K
|
12.9K
$39.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500+ 100.0% |
$795 - $1.15K
|
1K
$3.06K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
500+ 33.33% |
$795 - $1.15K
|
2K
$6.12K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
448+ 0.36% |
$712 - $1.03K
|
125K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
370+ 6.51% |
$588 - $847
|
6.05K
$18.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
290+ 273.58% |
$461 - $664
|
396
$1.21K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
238New |
$378 - $545
|
238
$728
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
238New |
$378 - $545
|
238
$728
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$159 - $229
|
100
$306
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-71- 1.81% |
$113 - $163
|
3.84K
$11.8K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-71- 1.81% |
$113 - $163
|
3.84K
$11.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-80- 0.22% |
$127 - $183
|
36.3K
$111K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-300- 2.16% |
$477 - $687
|
13.6K
$41.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-501- 49.85% |
$797 - $1.15K
|
504
$1.54K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-640- 2.27% |
$1.02K - $1.47K
|
27.5K
$84.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-694- 46.14% |
$1.1K - $1.59K
|
810
$2.48K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-695- 6.92% |
$1.11K - $1.59K
|
9.34K
$28.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-903- 7.89% |
$1.44K - $2.07K
|
10.5K
$32.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1K- 8.16% |
$1.59K - $2.29K
|
11.3K
$34.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.16K- 4.04% |
$1.85K - $2.66K
|
27.6K
$84.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.18K- 26.27% |
$1.87K - $2.69K
|
3.3K
$10.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 56.24% |
$2.45K - $3.53K
|
1.2K
$3.67K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.46K- 0.28% |
$3.92K - $5.64K
|
867K
$2.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.27K- 9.9% |
$5.2K - $7.49K
|
29.8K
$91.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.3K- 5.7% |
$5.24K - $7.55K
|
54.6K
$167K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.9K- 18.93% |
$6.2K - $8.93K
|
16.7K
$51.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.15K- 16.6% |
$8.19K - $11.8K
|
25.9K
$79.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-5.94K- 7.52% |
$9.44K - $13.6K
|
73K
$223K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.1K- 10.14% |
$9.7K - $14K
|
54K
$165K
|