Filing Research | TSHA - TAYSHA GENE THERAPIES INC Institutional Holdings

Snapshot holdings

20 / 20 loaded

#		Instrument	quantity
1	AFFINITY WEALTH MANAGEMENT LLC	Shares	576.8KSH	$3.9M
2	Hennion & Walsh Asset Management, Inc.	Shares	519.1KSH	$3.5M
3	Police & Firemen's Retirement System of New Jersey	Shares	70.7KSH	$481.6K
4	RED REEF ADVISORS LLC	Shares	66.0KSH	$449.1K
5	China Universal Asset Management Co., Ltd.	Shares	65.7KSH	$447.6K
6	LANARK FINANCIAL, INC.	Shares	55.0KSH	$374.7K
7	Williams & Novak, LLC	Shares	45.0KSH	$306.4K
8	Lee Financial Co	Shares	20.0KSH	$136.2K
9	ST GERMAIN D J CO INC	Shares	14.1KSH	$96.2K
10	Mirae Asset Global Investments Co., Ltd.	Shares	12.9KSH	$87.5K
11	SBI Securities Co., Ltd.	Shares	3.1KSH	$20.9K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.0KSH	$13.3K
13	SIGNATUREFD, LLC	Shares	266SH	$1.8K
14	GAMMA Investing LLC	Shares	232SH	$1.6K
15	EverSource Wealth Advisors, LLC	Shares	141SH	$960
16	Farther Finance Advisors, LLC	Shares	55SH	$375
17	True Wealth Design, LLC	Shares	30SH	$205
18	IFP Advisors, Inc	Shares	14SH	$95
19	Hughes Financial Services, LLC	Shares	6SH	$41
20	Capital Advisors, Ltd. LLC	Shares	79SH	$1

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

24 / 24 loaded

#		Instrument
1	AFFINITY WEALTH MANAGEMENT LLC new	Shares	+576.8K	+$3.9M	$3.9M
2	Hennion & Walsh Asset Management, Inc. added	Shares	+127.6K	+$1.8M	$3.5M
3	China Universal Asset Management Co., Ltd. added	Shares	+17.1K	+$230.4K	$447.6K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+13.6K	+$226.1K	$481.6K
5	RED REEF ADVISORS LLC unchanged	Shares	0	+$154.3K	$449.1K
6	LANARK FINANCIAL, INC. added	Shares	+964	+$133.1K	$374.7K
7	Williams & Novak, LLC unchanged	Shares	0	+$112.5K	$306.4K
8	ST GERMAIN D J CO INC added	Shares	+4.5K	+$53.2K	$96.2K
9	Lee Financial Co unchanged	Shares	0	+$46.8K	$136.2K
10	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.4K	+$23.7K	$87.5K
11	SBI Securities Co., Ltd. added	Shares	+3.0K	+$20.8K	$20.9K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$4.7K	$13.3K
13	GAMMA Investing LLC added	Shares	+97	+$977	$1.6K
14	SIGNATUREFD, LLC unchanged	Shares	0	+$622	$1.8K
15	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$330	$960
16	Farther Finance Advisors, LLC unchanged	Shares	0	+$138	$375
17	True Wealth Design, LLC unchanged	Shares	0	+$70	$205
18	Hughes Financial Services, LLC new	Shares	+6	+$41	$41
19	IFP Advisors, Inc unchanged	Shares	0	+$32	$95
20	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$1
21	Sound Income Strategies, LLC exited	Shares	-325	-$1.4K	$0
22	Y-Intercept (Hong Kong) Ltd exited	Shares	-11.5K	-$51.3K	$0
23	Allegheny Financial Group exited	Shares	-12.0K	-$53.6K	$0
24	Abacus Wealth Partners, LLC exited	Shares	-58.2K	-$260.3K	$0