Purchases and Sales Made in Q3 2023 in 23and Me Holding Co. (ME)
This table provides information about the institutional ownership of 23and Me Holding Co. (ME) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
4.66K+ 16.94% |
$4.47K - $9.37K
|
32.2K
$10.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.58K+ 33.66% |
$4.4K - $9.21K
|
18.2K
$5.82K
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.98K+ 103.59% |
$3.82K - $8K
|
7.82K
$2.5K
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.98K+ 103.59% |
$3.82K - $8K
|
7.82K
$2.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.22K+ 3218.0% |
$3.09K - $6.47K
|
3.32K
$1.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.21K+ 4.76% |
$3.08K - $6.45K
|
70.6K
$22.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.98K+ 32.6% |
$2.86K - $5.99K
|
12.1K
$3.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.16K+ 0.66% |
$2.07K - $4.33K
|
330K
$105K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.11K+ 2.89% |
$2.03K - $4.24K
|
75.1K
$24K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.07K+ 14.73% |
$1.99K - $4.16K
|
16.1K
$5.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.61K+ 6.91% |
$1.55K - $3.24K
|
25K
$7.99K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.6K+ 534.67% |
$1.54K - $3.22K
|
1.9K
$609
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.6K+ 0.43% |
$1.54K - $3.22K
|
372K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.44K+ 2.73% |
$1.38K - $2.89K
|
54.2K
$17.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.41KNew |
$1.35K - $2.82K
|
1.41K
$450
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1K+ 400.0% |
$960 - $2.01K
|
1.25K
$400
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
902+ 30.09% |
$866 - $1.81K
|
3.9K
$1.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
859New |
$825 - $1.73K
|
859
$275
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
777+ 5.28% |
$746 - $1.56K
|
15.5K
$4.96K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
765+ 1.02% |
$734 - $1.54K
|
76.1K
$24.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
452+ 2.3% |
$434 - $909
|
20.1K
$6.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
437New |
$420 - $878
|
437
$140
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
209New |
$201 - $420
|
209
$66.9
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
75New |
$72 - $151
|
75
$24
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50+ 0.83% |
$48 - $100
|
6.1K
$1.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$0.96 - $2.01
|
142K
$45.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 0.99% |
$9.6 - $20.1
|
1K
$320
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 0.2% |
$10.6 - $22.1
|
5.53K
$1.77K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-50- 0.26% |
$48 - $100
|
19.6K
$6.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-121- 1.15% |
$116 - $243
|
10.4K
$3.34K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-152- 30.16% |
$146 - $306
|
352
$113
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-200- 10.0% |
$192 - $402
|
1.8K
$576
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 16.67% |
$192 - $402
|
1K
$320
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-570- 0.25% |
$547 - $1.15K
|
226K
$72.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1K- 8.89% |
$960 - $2.01K
|
10.3K
$3.28K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 3.74% |
$1.07K - $2.24K
|
28.7K
$9.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.23K- 4.67% |
$1.18K - $2.48K
|
25.1K
$8.05K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.14K- 13.53% |
$2.05K - $4.3K
|
13.7K
$4.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.2K- 1.01% |
$2.11K - $4.43K
|
217K
$69.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.5K- 8.84% |
$2.4K - $5.02K
|
25.8K
$8.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.77K- 1.21% |
$3.62K - $7.59K
|
308K
$98.5K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-5.34K- 46.5% |
$5.12K - $10.7K
|
6.14K
$1.97K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.1K- 6.07% |
$5.86K - $12.3K
|
94.5K
$30.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-6.28K- 32.1% |
$6.03K - $12.6K
|
13.3K
$4.25K
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7K- 16.67% |
$6.72K - $14.1K
|
35K
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-8.1K- 35.22% |
$7.78K - $16.3K
|
14.9K
$4.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.4K- 18.79% |
$9.94K - $20.8K
|
44.8K
$14.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.4K- 5.56% |
$12.9K - $26.9K
|
227K
$72.8K
|