TAO Synergies Inc.
TAOX- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001571934
No open-market purchases or sales by TAO Synergies Inc. insiders were filed in the last 90 days; 29 institutions reported holding it in 13F filings for Q2 2026, worth $2.66M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in TAO Synergies Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 23
- +7 vs. Q2 2023
- Shares held
- 313.5K
- +108.2K (+52.7%) vs. Q2 2023
- Total value
- $136.8K
- −$52.8K (−27.8%) vs. Q2 2023
- New holders
- 8
- 3 more added
- Sold out
- 1
- 5 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TAOX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 29 | $2.66M |
| Q1 2026 | 25 | $2.68M |
| Q4 2025 | 26 | $2.19M |
| Q3 2025 | 23 | $2.29M |
| Q2 2025 | 12 | $483.9K |
| Q1 2025 | 11 | $126.2K |
| Q4 2024 | 8 | $82.7K |
| Q3 2024 | 8 | $7.62K |
| Q2 2024 | 8 | $16.2K |
| Q1 2024 | 22 | $168.0K |
| Q4 2023 | 25 | $286.0K |
| Q3 2023 | 23 | $136.8K |
| Q2 2023 | 16 | $189.6K |
| Q1 2023 | 19 | $209.7K |
| Q4 2022 | 19 | $512.9K |
| Q3 2022 | 18 | $3.20M |
| Q2 2022 | 21 | $3.19M |
| Q1 2022 | 18 | $4.69M |
| Q4 2021 | 20 | $3.93M |
| Q3 2021 | 18 | $4.78M |
| Q2 2021 | 18 | $8.03M |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding TAO Synergies Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 118 | $0 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 591 | $0 | 0.00% | +591 | New |
| First Manhattan Co | 25 | $11 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 50 | $22 | 0.00% | +1+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 300 | $132 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 530 | $233 | 0.00% | −24−4.3% | Reduced |
| BlackRock Inc. | 732 | $322 | 0.00% | −2,315−76.0% | Reduced |
| Orion Capital Management LLC | 2,000 | $880 | 0.00% | +2,000 | New |
| Morgan Stanley | 2,287 | $1.01K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,248 | $2.75K | 0.00% | −1,300−17.2% | Reduced |
| HRT Financial LP | 10,942 | $4.00K | 0.00% | +10,942 | New |
| Elevated Capital Advisors, LLC | 10,450 | $4.60K | 0.00% | +10,450 | New |
| XTX Topco Ltd | 11,443 | $5.04K | 0.00% | +11,443 | New |
| Raymond James Financial Services Advisors, Inc. | 12,200 | $5.37K | 0.00% | +12,200 | New |
| Vanguard Group Inc | 17,391 | $7.65K | 0.00% | −2,328−11.8% | Reduced |
| Millennium Management LLC | 17,775 | $7.82K | 0.00% | +1,473+9.0% | Added |
| Hayek Kallen Investment Management | 17,500 | $8.00K | 0.00% | +17,500 | New |
| State Street Corp | 20,100 | $8.84K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 23,300 | $10.0K | 0.00% | +7,900+51.3% | Added |
| Platform Technology Partners | 25,138 | $11.1K | 0.01% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 30,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 43,723 | $19.2K | 0.00% | +43,723 | New |
| Geode Capital Management, LLC | 60,614 | $26.7K | 0.00% | −1,702−2.7% | Reduced |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |