Non-Operating Establishments - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-04-28 13F-HR EARI / Entertainment Arts Research GM Advisory Group, Inc. 11,500
2021-07-13 13F-HR BRGC / North America Lithium IFP Advisors, Inc 0 0
2021-04-30 13F-HR BRGC / North America Lithium IFP Advisors, Inc 0 0
2021-01-25 13F-HR BRGC / North America Lithium IFP Advisors, Inc 0 0
2020-10-29 13F-HR BRGC / North America Lithium IFP Advisors, Inc 0 0
2020-08-05 13F-HR BRGC / North America Lithium IFP Advisors, Inc 124,107 0 -100.00
2020-05-12 13F-HR BRGC / North America Lithium IFP Advisors, Inc 124,107
2019-08-13 13F-HR EARI / Entertainment Arts Research Captrust Financial Advisors 30 0 -100.00
2019-05-15 13F-HR EARI / Entertainment Arts Research Captrust Financial Advisors 30
2017-10-27 13F-HR EARI / Entertainment Arts Research Eads & Heald Wealth Management 13,800 0 -100.00
2017-07-31 13F-HR EARI / Entertainment Arts Research Eads & Heald Wealth Management 13,800 13,800 0.00
2017-07-25 13F-HR EARI / Entertainment Arts Research Meridian Wealth Management, LLC 7,909 0 -100.00
2017-05-15 13F-HR EARI / Entertainment Arts Research Meridian Wealth Management, LLC 7,909
2017-05-01 13F-HR EARI / Entertainment Arts Research Eads & Heald Wealth Management 13,800 13,800 0.00
2017-02-13 13F-HR EARI / Entertainment Arts Research Eads & Heald Wealth Management 13,800
2015-04-30 13F-HR EARI / Entertainment Arts Research MAI Capital Management 47,000 0 -100.00
2015-01-20 13F-HR EARI / Entertainment Arts Research MAI Capital Management 10,000 47,000 370.00
2014-10-16 13F-HR/A EARI / Entertainment Arts Research MAI Capital Management 10,000