Institutional Ownership Nerdy Inc. (NRDY)
This table provides information about the institutional ownership of Nerdy Inc. (NRDY). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 29 Million shares, which have been reported (via 13F filing form) to have a value of $48.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,150
shares
|
$1,909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,107
shares
|
$1,837
0.0% of portfolio
|
Q3 2024
Added 351.84%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
934
shares
|
$1,550
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
913
shares
|
$1,515
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
862
shares
|
$1,430
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
770
shares
|
$1,278
0.0% of portfolio
|
Q1 2025
Reduced 53.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
625
shares
|
$1,037
0.0% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
570
shares
|
$946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
250
shares
|
$415
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
191
shares
|
$317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
173
shares
|
$287
0.0% of portfolio
|
Q1 2025
Added 3360.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
94
shares
|
$156
0.0% of portfolio
|
Q1 2025
Added 22.08%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
86
shares
|
$142
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
74
shares
|
$122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
26
shares
|
$43
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|