Safeguard Scientifics Inc
SFES- Exchange
- OTC
- Industry
- Investors, NEC
- SEC CIK
- 0000086115
No open-market purchases or sales by Safeguard Scientifics Inc insiders were filed in the last 90 days; 1 institution reported holding it in 13F filings for Q2 2026, worth $1 in total; no superinvestor holds it.
Q3 2023 vs. Q2 2023
How the institutions holding Safeguard Scientifics Inc changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 45 | 1 | 41 | −3 |
| Shares | 7.29M | 364 | 6.08M | −1.22M (−16.7%) |
| Value | $11.9M | $601 | $6.08M | −$5.87M (−49.1%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Safeguard Scientifics Inc at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Zuckerman Investment Group, LLC | 10,500 | $10.5K | 0.00% |
| Creative Planning | 364 | $364 | 0.00% |
| JPMorgan Chase & Co | 16 | $16 | 0.00% |
| Qube Research & Technologies Ltd | 2 | $2 | 0.00% |
| Simplex Trading, LLC | 50 | $0 | 0.00% |
Sold out (8)
Institutions that held Safeguard Scientifics Inc at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Clayton Partners LLC | 90,719 | $149.7K |
| Bridgeway Capital Management, LLC | 60,500 | $99.8K |
| Sage Rhino Capital LLC | 30,000 | $49.5K |
| Neuberger Berman Group LLC | 19,533 | $32.2K |
| Byrne Asset Management LLC | 7,400 | $12.0K |
| WealthPLAN Partners, LLC | 32 | $53 |
| Coppell Advisory Solutions LLC | 16 | $26 |
| Dividend Assets Capital, LLC | 5 | $0 |
Not filed for Q3 2023 yet (1)
Institutions that held Safeguard Scientifics Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Kistler-Tiffany Companies, LLC | 364 | $601 |