Venu Holding Corp VENU
CIK 0001770501 · CUSIP 92333E104
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | First Western Trust Bank CIK 1513189 · View history | $5.34M 577,120 shares | 0.26% | +577.12KNew | SEC filing ↗ May 12, 2025 | ▾ |
| 02 | BARD ASSOCIATES INC CIK 1105907 · View history | $1.95M 211,090 shares | 0.73% | +7.70K(+3.80%)Added | SEC filing ↗ May 12, 2025 | ▾ |
| 03 | MORGAN STANLEY CIK 895421 · View history | $858.61K 92,823 shares | 0.00% | +92.82KNew | SEC filing ↗ May 15, 2025 | ▾ |
| 04 | Focus Partners Wealth CIK 1542153 · Amended · View history | $595.76K 64,407 shares | 0.00% | 0(0.00%)Unchanged | SEC filing ↗ May 15, 2025 | ▾ |
| 05 | Fort Point Capital Partners LLC CIK 1589282 · View history | $558.88K 60,419 shares | 0.06% | +39.59K(+190.00%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 06 | Apollon Wealth Management, LLC CIK 1764387 · View history | $392.88K 42,474 shares | 0.01% | -27(-0.10%)Reduced | SEC filing ↗ May 2, 2025 | ▾ |
| 07 | Willis Investment Counsel CIK 1310929 · View history | $298.83K 32,306 shares | 0.02% | +32.31KNew | SEC filing ↗ Apr 16, 2025 | ▾ |
| 08 | Pallas Capital Advisors LLC CIK 1862282 · View history | $192.71K 20,833 shares | 0.01% | +20.83KNew | SEC filing ↗ Apr 14, 2025 | ▾ |
| 09 | EXCHANGE TRADED CONCEPTS, LLC CIK 1457320 · View history | $171.26K 18,515 shares | 0.00% | +18.52KNew | SEC filing ↗ Apr 17, 2025 | ▾ |
| 10 | GABELLI FUNDS LLC CIK 1081407 · View history | $157.25K 17,000 shares | 0.00% | -47.50K(-73.60%)Reduced | SEC filing ↗ May 14, 2025 | ▾ |
| 11 | North Capital, Inc. CIK 2065938 · View history | $112.41K 12,152 shares | 0.11% | — | SEC filing ↗ Apr 28, 2025 | ▾ |
| 12 | Cypress Capital Management LLC (WY) CIK 1633896 · View history | $104.34K 11,280 shares | 0.12% | +11.28KNew | SEC filing ↗ May 5, 2025 | ▾ |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972 · View history | $92.50K 10,000 shares | 0.00% | +10.00KNew | SEC filing ↗ Apr 16, 2025 | ▾ |
| 14 | UBS Group AG CIK 1610520 · View history | $43.72K 4,726 shares | 0.00% | +416(+9.70%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 15 | CITIGROUP INC CIK 831001 · View history | $19.78K 2,138 shares | 0.00% | +2.14KNew | SEC filing ↗ May 12, 2025 | ▾ |
| 16 | Tortoise Investment Management, LLC CIK 1599511 · Amended · View history | $5.55K 600 shares | 0.00% | +600New | SEC filing ↗ May 14, 2025 | ▾ |
| 17 | ROYAL BANK OF CANADA CIK 1000275 · Amended · View history | $1.00K 143 shares | 0.00% | +143New | SEC filing ↗ May 15, 2025 | ▾ |
| 18 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. CIK 752798 · View history | $0.00 0 shares | 0.00% | 0Unchanged | SEC filing ↗ May 14, 2025 | ▾ |
Showing 18 / 18 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
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