Amtd Idea Group
AMTD- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0001769731
No open-market purchases or sales by Amtd Idea Group insiders were filed in the last 90 days; 9 institutions reported holding it in 13F filings for Q2 2026, worth $251.5K in total; no superinvestor holds it.
Q1 2023 vs. Q4 2022
How the institutions holding Amtd Idea Group changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 12 | 14 | +2 |
| Shares | 493.0K | 1.39M | +898.8K (+182.3%) |
| Value | $887.1K | $2.15M | +$1.26M (+142.4%) |
New holders (5)
Institutions that held Amtd Idea Group at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Morgan Stanley | 637,401 | $1.00M | 0.00% |
| Shay Capital LLC | 361,000 | $566.8K | 0.23% |
| Virtu Financial LLC | 35,686 | $56.0K | 0.01% |
| JustInvest LLC | 29,621 | $46.5K | 0.00% |
| Bank of America Corp | 28,100 | $44.1K | 0.00% |
Sold out (3)
Institutions that held Amtd Idea Group at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Profund Advisors LLC | 175,157 | $315.3K |
| StoneX Group Inc. | 14,999 | $27.0K |
| UBS Group AG | 8,698 | $15.7K |