Filing Research | OM - OUTSET MED INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	339.4KSH	$1.5M
2	Marquette Asset Management, LLC	Shares	49.0KSH	$211.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.0KSH	$57.8K
4	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$6.0K
5	GAMMA Investing LLC	Shares	336SH	$1.5K
6	MassMutual Private Wealth & Trust, FSB	Shares	259SH	$1.1K
7	Farther Finance Advisors, LLC	Shares	179SH	$774
8	Fortitude Family Office, LLC	Shares	176SH	$760
9	Bogart Wealth, LLC	Shares	130SH	$562
10	IFP Advisors, Inc	Shares	98SH	$423
11	SJS Investment Consulting Inc.	Shares	61SH	$264
12	True Wealth Design, LLC	Shares	56SH	$242
13	Wealth Enhancement Trust Services, Inc.	Shares	43SH	$186
14	ADIRONDACK TRUST CO	Shares	18SH	$77
15	SBI Securities Co., Ltd.	Shares	5SH	$22

Manager changes2026-06-30 vs 2026-03-31

16 / 16 loaded

#		Instrument
1	Marquette Asset Management, LLC new	Shares	+49.0K	+$211.6K	$211.6K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+13.0K	+$57.8K	$57.8K
3	EverSource Wealth Advisors, LLC added	Shares	+343	+$2.0K	$6.0K
4	Bogart Wealth, LLC new	Shares	+130	+$562	$562
5	Farther Finance Advisors, LLC added	Shares	+86	+$417	$774
6	IFP Advisors, Inc added	Shares	+60	+$277	$423
7	True Wealth Design, LLC added	Shares	+43	+$192	$242
8	Wealth Enhancement Trust Services, Inc. new	Shares	+43	+$186	$186
9	Fortitude Family Office, LLC added	Shares	+22	+$169	$760
10	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$124	$1.1K
11	SJS Investment Consulting Inc. added	Shares	+22	+$114	$264
12	ADIRONDACK TRUST CO unchanged	Shares	0	+$9	$77
13	SBI Securities Co., Ltd. trimmed	Shares	-7	-$24	$22
14	GAMMA Investing LLC trimmed	Shares	-188	-$560	$1.5K
15	Police & Firemen's Retirement System of New Jersey exited	Shares	-3.2K	-$12.4K	$0
16	Assenagon Asset Management S.A. trimmed	Shares	-164.7K	-$469.3K	$1.5M

Filing Research | OM - OUTSET MED INC Institutional Holdings