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 | VANGUARD GROUP INC CIK 102909 · View history | $10.16M 861,911 shares | 0.00% | +861.91KNew | SEC filing ↗ Aug 11, 2025 | ▾ |
| 02 | First Western Trust Bank CIK 1513189 · View history | $4.72M 400,120 shares | 0.21% | -177.00K(-30.70%)Reduced | SEC filing ↗ Aug 8, 2025 | ▾ |
| 03 | BARD ASSOCIATES INC CIK 1105907 · View history | $2.32M 197,040 shares | 0.75% | -14.05K(-6.70%)Reduced | SEC filing ↗ Aug 5, 2025 | ▾ |
| 04 | MORGAN STANLEY CIK 895421 · View history | $1.33M 113,076 shares | 0.00% | +20.25K(+21.80%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 05 | Fort Point Capital Partners LLC CIK 1589282 · View history | $918.66K 77,919 shares | 0.09% | +17.50K(+29.00%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 06 | Informed Momentum Co LLC CIK 1510989 · View history | $809.44K 68,655 shares | 0.12% | +68.66KNew | SEC filing ↗ Aug 12, 2025 | ▾ |
| 07 | Uniplan Investment Counsel, Inc. CIK 1520710 · View history | $543.67K 46,113 shares | 0.05% | +46.11KNew | SEC filing ↗ Aug 14, 2025 | ▾ |
| 08 | Pallas Capital Advisors LLC CIK 1862282 · View history | $479.45K 40,666 shares | 0.02% | +19.83K(+95.20%)Added | SEC filing ↗ Jul 9, 2025 | ▾ |
| 09 | Altus Wealth Group LLC CIK 1842572 · View history | $235.80K 20,000 shares | 0.10% | +20.00KNew | SEC filing ↗ Jul 29, 2025 | ▾ |
| 10 | UBS Group AG CIK 1610520 · View history | $200.06K 16,969 shares | 0.00% | +12.24K(+259.10%)Added | SEC filing ↗ Aug 14, 2025 | ▾ |
| 11 | North Capital, Inc. CIK 2065938 · View history | $177.22K 15,031 shares | 0.15% | +2.88K(+23.70%)Added | SEC filing ↗ Aug 6, 2025 | ▾ |
| 12 | Cypress Capital Management LLC (WY) CIK 1633896 · View history | $109.41K 9,280 shares | 0.12% | -2.00K(-17.70%)Reduced | SEC filing ↗ Aug 7, 2025 | ▾ |
| 13 | RAYMOND JAMES FINANCIAL INC CIK 720005 · View history | $32.88K 2,789 shares | 0.00% | +2.79KNew | SEC filing ↗ Aug 14, 2025 | ▾ |
| 14 | EverSource Wealth Advisors, LLC CIK 1710537 · View history | $11.80K 1,001 shares | 0.00% | +1.00KNew | SEC filing ↗ Aug 13, 2025 | ▾ |
| 15 | Tortoise Investment Management, LLC CIK 1599511 · View history | $2.36K 200 shares | 0.00% | -400(-66.70%)Reduced | SEC filing ↗ Aug 8, 2025 | ▾ |
| 16 | JPMORGAN CHASE & CO CIK 19617 · View history | $413.00 35 shares | 0.00% | +35New | SEC filing ↗ Aug 12, 2025 | ▾ |
| 17 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. CIK 752798 · View history | $0.00 0 shares | 0.00% | 0Unchanged | SEC filing ↗ Aug 12, 2025 | ▾ |
Showing 17 / 17 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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This page includes 17 of 17 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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