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SOBR - SOBR Safe, Inc. Stock Price, Fair Value and News
0.23
USD
0.00
(0.00%)
Market Closed
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SOBR
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Funds-Owners-Holders
Which funds bought or sold SOBR recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-06
Wealthspire Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
14,818
2024-05-02
KESTRA PRIVATE WEALTH SERVICES, LLC
UNCHANGED
Premium
Premium
Premium
Premium
31,950
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
Centric Wealth Management
UNCHANGED
Premium
Premium
Premium
Premium
11,017
2024-04-29
SkyOak Wealth, LLC
ADDED
Premium
Premium
Premium
Premium
34,500
2024-04-29
BENJAMIN F. EDWARDS & COMPANY, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
Newbridge Financial Services Group, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
2,000
2024-04-17
FOUNDERS FINANCIAL SECURITIES LLC
UNCHANGED
Premium
Premium
Premium
Premium
26,150
2024-04-15
Sound Income Strategies, LLC
UNCHANGED
Premium
Premium
Premium
Premium
702
2024-04-05
CWM, LLC
UNCHANGED
Premium
Premium
Premium
Premium
500
2024-03-11
VANGUARD GROUP INC
ADDED
Premium
Premium
Premium
Premium
459,922
2024-02-14
BANK OF AMERICA CORP /DE/
NEW
Premium
Premium
Premium
Premium
20.00
2024-02-14
STATE STREET CORP
UNCHANGED
Premium
Premium
Premium
Premium
24,700
2024-02-14
Royal Bank of Canada
NEW
Premium
Premium
Premium
Premium
264
2024-02-13
NORTHERN TRUST CORP
UNCHANGED
Premium
Premium
Premium
Premium
18,487
2024-02-13
XTX Topco Ltd
REDUCED
Premium
Premium
Premium
Premium
13,159
2024-02-13
Tower Research Capital LLC (TRC)
ADDED
Premium
Premium
Premium
Premium
6,557
2024-02-13
BlackRock Inc.
REDUCED
Premium
Premium
Premium
Premium
56,451
2024-02-13
GEODE CAPITAL MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
114,346
2024-02-12
STIFEL FINANCIAL CORP
NEW
Premium
Premium
Premium
Premium
20,000
2024-02-12
Steward Partners Investment Advisory, LLC
REDUCED
Premium
Premium
Premium
Premium
58,900
2024-02-12
OSAIC HOLDINGS, INC.
REDUCED
Premium
Premium
Premium
Premium
1,705
2024-02-12
JPMORGAN CHASE & CO
NEW
Premium
Premium
Premium
Premium
27.00
2024-02-09
UBS Group AG
NEW
Premium
Premium
Premium
Premium
10,108
2024-02-09
WELLS FARGO & COMPANY/MN
ADDED
Premium
Premium
Premium
Premium
120
Rows per page:
10
All
1–25 of 25
Which funds are the top buyers of SOBR?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
459,922
207,342
-
GEODE CAPITAL MANAGEMENT, LLC
114,346
53,879
-
Steward Partners Investment Advisory, LLC
58,900
26,553
-
BlackRock Inc.
56,451
25,449
-
SkyOak Wealth, LLC
34,500
14,145
-
KESTRA PRIVATE WEALTH SERVICES, LLC
31,950
13,100
-
FOUNDERS FINANCIAL SECURITIES LLC
26,150
10,722
-
STATE STREET CORP
24,700
11,634
-
STIFEL FINANCIAL CORP
20,000
9,016
-
NORTHERN TRUST CORP
18,487
8,334
-
Rows per page:
10
1–10 of 25
Which funds have put a big percent of portfolio in SOBR?
Fund Name
$ Value
% Port.
BANK OF AMERICA CORP /DE/
8.00
-
Wealthspire Advisors, LLC
6,076
-
KESTRA PRIVATE WEALTH SERVICES, LLC
13,100
-
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
-
Centric Wealth Management
3,305
-
SkyOak Wealth, LLC
14,145
-
BENJAMIN F. EDWARDS & COMPANY, INC.
-
-
Newbridge Financial Services Group, Inc.
820
-
FOUNDERS FINANCIAL SECURITIES LLC
10,722
-
Sound Income Strategies, LLC
288
-
Rows per page:
10
1–10 of 25
Trend of No. of funds that hold SOBR
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
BANK OF AMERICA CORP /DE/
8.00
Royal Bank of Canada
-
STIFEL FINANCIAL CORP
9,016
UBS Group AG
4,559
JPMORGAN CHASE & CO
13.00
Additions
Fund Name
% Increased
SkyOak Wealth, LLC
40.82
Tower Research Capital LLC (TRC)
14.65
WELLS FARGO & COMPANY/MN
5.26
VANGUARD GROUP INC
3.26
Reductions
Fund Name
% Reduced
OSAIC HOLDINGS, INC.
-90.35
Steward Partners Investment Advisory, LLC
-33.75
XTX Topco Ltd
-18.64
BlackRock Inc.
-0.47
Sold off
Fund Name
$ Sold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
BENJAMIN F. EDWARDS & COMPANY, INC.
-2,000