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FRMM Institutional Ownership

Forum Markets, Incorporated
1W: -4.2% 1M: -12.7% 3M: -29.1% YTD: +55.8%
$4.83
+0.14 (+2.99%)
 
Weekly Expected Move ±8.4%
$4 $4 $5 $5 $6
NASDAQ · Technology · Software - Application · Tech Score Sell · Power 34 · $63.8M mcap · 5M float · 4.39% daily turnover · Short 44% of daily vol

Institutional Ownership — FRMM

54
Institutional Holders
-11 vs prior quarter
0.0%
Ownership
+0.00pp
$27M
Total Invested
8
New Positions
11
Increased
25
Reduced
10
Closed
0.75
Put/Call Ratio

Ownership Trends

Top Institutional Holders (68 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Stokes Family Office, LLC 958,275 $$5M +190,475 +24.8% 2Q SEC ↗
2 Vise Technologies, Inc. NEW 857,141 $$4M — +0.0% 1Q SEC ↗
3 Hunting Hill Global Capital, LLC NEW 852,111 $$4M — +0.0% 1Q SEC ↗
4 CITADEL ADVISORS LLC 413,552 $$2M +68,327 +19.8% 3Q SEC ↗
5 Saba Capital Management, L.P. 371,561 $$2M -109,148 -22.7% 3Q SEC ↗
6 VANGUARD CAPITAL MANAGEMENT LLC 302,063 $$1M +117,676 +63.8% 2Q SEC ↗
7 BlackRock, Inc. 301,339 $$1M +48,913 +19.4% 3Q SEC ↗
8 GEODE CAPITAL MANAGEMENT, LLC 179,977 $$869K -23,656 -11.6% 3Q SEC ↗
9 UBS Group AG 169,656 $$819K -158,138 -48.2% 3Q SEC ↗
10 GOLDMAN SACHS GROUP INC 167,047 $$807K +5,292 +3.3% 3Q SEC ↗
11 MORGAN STANLEY 144,535 $$698K -7,108 -4.7% 3Q SEC ↗
12 BANK OF AMERICA CORP /DE 124,358 $$601K +30,000 +31.8% 3Q SEC ↗
13 BARCLAYS PLC 97,265 $$470K +1,183 +1.2% 3Q SEC ↗
14 Almitas Capital LLC 80,408 $$388K — +0.0% 3Q SEC ↗
15 MILLENNIUM MANAGEMENT LLC 77,772 $$376K +5,427 +7.5% 3Q SEC ↗
16 STATE STREET CORP 76,221 $$368K +15,169 +24.8% 3Q SEC ↗
17 VANGUARD FIDUCIARY TRUST CO 71,410 $$345K -8,639 -10.8% 2Q SEC ↗
18 GROUP ONE TRADING LLC 68,200 $$329K +34,579 +102.8% 3Q SEC ↗
19 Sixth Street Partners Management Compa NEW 64,766 $$313K — +0.0% 1Q SEC ↗
20 CHARLES SCHWAB INVESTMENT MANAGEMENT I 64,766 $$313K -4,234 -6.1% 3Q SEC ↗
21 Wealthspire Advisors, LLC NEW 56,653 $$274K — +0.0% 1Q SEC ↗
22 GM Advisory Group, LLC 56,603 $$273K — +0.0% 2Q SEC ↗
23 JANE STREET GROUP, LLC 56,286 $$272K -55,566 -49.7% 3Q SEC ↗
24 ExodusPoint Capital Management, LP 56,016 $$271K -39,475 -41.3% 3Q SEC ↗
25 Invesco Ltd. 31,069 $$150K -21,728 -41.2% 3Q SEC ↗
26 NORTHERN TRUST CORP 29,106 $$141K -4,168 -12.5% 3Q SEC ↗
27 J. Derek Lewis & Associates Inc. 22,100 $$107K -6,900 -23.8% 3Q SEC ↗
28 IMC-Chicago, LLC 15,778 $$76K -23,664 -60.0% 2Q SEC ↗
29 SkyView Investment Advisors, LLC 12,500 $$60K — +0.0% 3Q SEC ↗
30 K2 PRINCIPAL FUND, L.P. 11,644 $$56K — +0.0% 3Q SEC ↗
31 PEAK6 LLC NEW 11,594 $$56K — +0.0% 1Q SEC ↗
32 TUDOR INVESTMENT CORP ET AL 10,000 $$48K — +0.0% 3Q SEC ↗
33 CITIGROUP INC 7,487 $$36K -23 -0.3% 3Q SEC ↗
34 Vanguard Global Advisers, LLC 6,065 $$29K — +0.0% 2Q SEC ↗
35 JPMORGAN CHASE & CO 2,500 $$12K +1,500 +150.0% 3Q SEC ↗
36 WELLS FARGO & COMPANY/MN 484 $$2K -1,235 -71.8% 3Q SEC ↗
37 Premier Financial Group NEW 300 $$1K — +0.0% 1Q SEC ↗
38 Integrated Wealth Concepts LLC NEW 220 $$1K — +0.0% 1Q SEC ↗
39 TrinityBridge Ltd 215 $$1K — +0.0% 3Q SEC ↗
40 Allworth Financial LP 148 $$1K — +0.0% 2Q SEC ↗
41 SBI Securities Co., Ltd. 107 $$1K -97 -47.5% 4Q SEC ↗
42 MERCER GLOBAL ADVISORS INC /ADV NEW 15 $$0K — +0.0% 1Q SEC ↗
43 Prestige Wealth Management Group LLC 6 $$0K — +0.0% 3Q SEC ↗
44 JONES FINANCIAL COMPANIES LLLP NEW 5 $$0K — +0.0% 1Q SEC ↗
45 Federation des caisses Desjardins du Q 0 $$0K -250 -100.0% 1Q SEC ↗
46 Liontrust Investment Partners LLP 0 $$0K -14,629 -100.0% 2Q SEC ↗
47 STEADFAST CAPITAL MANAGEMENT LP 0 $$0K -278,498 -100.0% 1Q SEC ↗
48 CAPITAL FUND MANAGEMENT S.A. 0 $$0K -103,953 -100.0% 1Q SEC ↗
49 WOLVERINE ASSET MANAGEMENT LLC 0 $$0K -519,294 -100.0% 2Q SEC ↗
50 Clear Harbor Asset Management, LLC 0 $$0K -40,048 -100.0% 1Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
Stokes Family Office, LLC +190,475 +24.8% 958,275
VANGUARD CAPITAL MANAGEMENT LLC +117,676 +63.8% 302,063
CITADEL ADVISORS LLC +68,327 +19.8% 413,552
BlackRock, Inc. +48,913 +19.4% 301,339
GROUP ONE TRADING LLC +34,579 +102.8% 68,200
BANK OF AMERICA CORP /DE +30,000 +31.8% 124,358
STATE STREET CORP +15,169 +24.8% 76,221
MILLENNIUM MANAGEMENT LLC +5,427 +7.5% 77,772
GOLDMAN SACHS GROUP INC +5,292 +3.3% 167,047
JPMORGAN CHASE & CO +1,500 +150.0% 2,500
BARCLAYS PLC +1,183 +1.2% 97,265
Biggest Decreases (15)
HolderReducedChange %Total Shares
UBS Group AG -158,138 -48.2% 169,656
Saba Capital Management, L.P. -109,148 -22.7% 371,561
JANE STREET GROUP, LLC -55,566 -49.7% 56,286
ExodusPoint Capital Management, LP -39,475 -41.3% 56,016
IMC-Chicago, LLC -23,664 -60.0% 15,778
GEODE CAPITAL MANAGEMENT, LLC -23,656 -11.6% 179,977
Invesco Ltd. -21,728 -41.2% 31,069
VANGUARD FIDUCIARY TRUST CO -8,639 -10.8% 71,410
MORGAN STANLEY -7,108 -4.7% 144,535
J. Derek Lewis & Associates Inc. -6,900 -23.8% 22,100
CHARLES SCHWAB INVESTMENT MANAGEMEN -4,234 -6.1% 64,766
NORTHERN TRUST CORP -4,168 -12.5% 29,106
WELLS FARGO & COMPANY/MN -1,235 -71.8% 484
SBI Securities Co., Ltd. -97 -47.5% 107
CITIGROUP INC -23 -0.3% 7,487

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms