$3.53 Billion is the total value of Ancora Advisors LLC's 2571 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AQN | New | ALGONQUIN PWR UTILS CORP | $14,112,000 | – | 1,680,000 | +100.0% | 0.40% | – |
| LGFB | New | LIONS GATE ENTMNT CORP | $3,701,300 | – | 356,580 | +100.0% | 0.10% | – |
| AGS | New | PLAYAGS INC COM | $2,651,863 | – | 370,890 | +100.0% | 0.08% | – |
| New | DIMENSIONAL WORLD EX U S COREindx fd | $2,314,018 | – | 100,348 | +100.0% | 0.07% | – | |
| MEC | New | MAYVILLE ENGR CO INC | $2,200,252 | – | 147,470 | +100.0% | 0.06% | – |
| CABO | New | CABLE ONE INC COM | $1,740,960 | – | 2,480 | +100.0% | 0.05% | – |
| New | VITESSE ENERGY INC | $1,267,207 | – | 66,590 | +100.0% | 0.04% | – | |
| FREE | New | WHOLE EARTH BRANDS INC COM CL | $877,873 | – | 342,919 | +100.0% | 0.02% | – |
| New | CRANE HLDGS CO | $824,680 | – | 21,200 | +100.0% | 0.02% | – | |
| LMB | New | LIMBACH HOLDINGS INC | $817,252 | – | 47,240 | +100.0% | 0.02% | – |
| ODC | New | OIL DRI CORP AMER | $754,805 | – | 18,140 | +100.0% | 0.02% | – |
| PHX | New | PHX MINERALS INC CL A | $682,091 | – | 260,340 | +100.0% | 0.02% | – |
| New | SPX 230915p03600000put | $640,972 | – | 100 | +100.0% | 0.02% | – | |
| New | BLUE BIOFUELS INC COM | $589,433 | – | 3,556,800 | +100.0% | 0.02% | – | |
| New | SIM ST TREAS FUT STRAT ETFindx fd | $579,990 | – | 22,860 | +100.0% | 0.02% | – | |
| FCNCA | New | FIRST CITIZENS BANCSHARES | $445,680 | – | 458 | +100.0% | 0.01% | – |
| UNG | New | UNITED STS NAT GAS FD LP | $353,345 | – | 50,914 | +100.0% | 0.01% | – |
| New | SPY 230421C00395000call | $317,610 | – | 180 | +100.0% | 0.01% | – | |
| New | VIX 230719C00040000call | $319,706 | – | 3,681 | +100.0% | 0.01% | – | |
| New | LINDE PLC | $280,798 | – | 790 | +100.0% | 0.01% | – | |
| New | VANECK MORNINGSTAR SMID MOAT Eindx fd | $231,502 | – | 8,140 | +100.0% | 0.01% | – | |
| New | 529 AMERICAN FUNDS | $235,464 | – | 235,464 | +100.0% | 0.01% | – | |
| PRU | New | PRUDENTIAL FINL INC | $206,850 | – | 2,500 | +100.0% | 0.01% | – |
| MOTI | New | VANECK MORNINGSTAR INTERNATIONindx fd | $228,138 | – | 7,136 | +100.0% | 0.01% | – |
| New | KISTOS HOLDINGS PLC | $223,229 | – | 60,584 | +100.0% | 0.01% | – | |
| PFSW | New | PFSWEB INC | $148,769 | – | 35,087 | +100.0% | 0.00% | – |
| New | CSX CORPput | $144,000 | – | 2,400 | +100.0% | 0.00% | – | |
| SPPP | New | SPROTT PHYSICAL PLATINUM AND P | $103,785 | – | 8,500 | +100.0% | 0.00% | – |
| New | ISHARES TRcall | $110,160 | – | 340 | +100.0% | 0.00% | – | |
| New | DFA DIMENSIONAL US SMALL CAP Vindx fd | $89,923 | – | 3,607 | +100.0% | 0.00% | – | |
| New | DFA DIMENSIONAL EMERGING MARKEindx fd | $91,894 | – | 3,931 | +100.0% | 0.00% | – | |
| New | UNION PAC CORPput | $83,750 | – | 500 | +100.0% | 0.00% | – | |
| CLPT | New | CLEARPOINT NEURO INC | $84,400 | – | 10,000 | +100.0% | 0.00% | – |
| BOIL | New | PROSHARES ULTRA BLOOMBERG NATU | $80,115 | – | 22,192 | +100.0% | 0.00% | – |
| PAG | New | PENSKE AUTOMOTIVE GROUP INC | $70,905 | – | 500 | +100.0% | 0.00% | – |
| COWZ | New | PACER US CASH COWS 100 ETFindx fd | $83,210 | – | 1,772 | +100.0% | 0.00% | – |
| GCOW | New | PACER FDS TR GLOBL CASH ETFindx fd | $79,314 | – | 2,358 | +100.0% | 0.00% | – |
| New | ISHARES TRput | $35,010 | – | 1,370 | +100.0% | 0.00% | – | |
| ON | New | ON SEMICONDUCTOR CORP | $32,928 | – | 400 | +100.0% | 0.00% | – |
| TMDX | New | TRANSMEDICS GROUP INC | $37,865 | – | 500 | +100.0% | 0.00% | – |
| ULTA | New | ULTA SALON COSM & FRAG COM | $31,103 | – | 57 | +100.0% | 0.00% | – |
| New | DIMENSIONAL US LARGE CAP VALUEindx fd | $45,453 | – | 1,850 | +100.0% | 0.00% | – | |
| IEUR | New | ISHARES CORE MSCI EUROPE ETFindx fd | $22,104 | – | 422 | +100.0% | 0.00% | – |
| SLY | New | SPDR SERIES TRUST S&P 600 SMLindx fd | $22,184 | – | 264 | +100.0% | 0.00% | – |
| UPST | New | UPSTART HOLDINGS INC | $19,257 | – | 1,212 | +100.0% | 0.00% | – |
| KBE | New | SPDR SERIES TRUST KBW BK ETFindx fd | $33,363 | – | 900 | +100.0% | 0.00% | – |
| New | DFA DIMENSIONAL INTERNATIONALindx fd | $18,996 | – | 798 | +100.0% | 0.00% | – | |
| SPYG | New | SPDR PORTFOLIO S&P 500 GROWTHindx fd | $39,140 | – | 707 | +100.0% | 0.00% | – |
| FEZ | New | SPDR INDEX FDS EURO STOXX 50indx fd | $26,895 | – | 599 | +100.0% | 0.00% | – |
| FCN | New | FTI CONSULTING INC | $32,168 | – | 163 | +100.0% | 0.00% | – |
| New | RILY 230721P00017500put | $24,000 | – | 160 | +100.0% | 0.00% | – | |
| PSQ | New | PROSHARES TRindx fd | $21,242 | – | 1,744 | +100.0% | 0.00% | – |
| NCR | New | NCR CORP NEW COM | $17,928 | – | 760 | +100.0% | 0.00% | – |
| VTNR | New | VERTEX ENERGY INC | $19,760 | – | 2,000 | +100.0% | 0.00% | – |
| SPXU | New | PROSHARES TR ULTRAPRO SHORTindx fd | $24,463 | – | 1,815 | +100.0% | 0.00% | – |
| COM | New | DIREXION AUSPICE BROAD COMMODIindx fd | $44,471 | – | 1,450 | +100.0% | 0.00% | – |
| VWAPY | New | VOLKSWAGEN AG ADR RP PFD SHS | $52,360 | – | 3,850 | +100.0% | 0.00% | – |
| New | RCL 240119P00045000put | $41,400 | – | 120 | +100.0% | 0.00% | – | |
| FRI | New | FIRST TR S&P REIT INDX COMindx fd | $45,735 | – | 1,878 | +100.0% | 0.00% | – |
| New | FIRST REP BK SAN FRANCISCO Cput | $21,600 | – | 90 | +100.0% | 0.00% | – | |
| New | GE HEALTHCARE TECHNOLOGIES INC | $45,199 | – | 551 | +100.0% | 0.00% | – | |
| AXTI | New | AXT INC | $199 | – | 50 | +100.0% | 0.00% | – |
| PALL | New | ABRDN PALLADIUM ETF TRUSTindx fd | $4,456 | – | 33 | +100.0% | 0.00% | – |
| AOD | New | ABERDEEN TOTAL DYNAMIC DIVIDENclsd fd | $1,495 | – | 185 | +100.0% | 0.00% | – |
| ADPT | New | ADAPTIVE BIOTECHNOLOGIES CORP | $620 | – | 70 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $3,527 | – | 29 | +100.0% | 0.00% | – |
| ALSN | New | ALLISON TRANSMISSION HLDGS | $3,167 | – | 70 | +100.0% | 0.00% | – |
| AVUV | New | AMERICAN CENTY ETF TRindx fd | $298 | – | 4 | +100.0% | 0.00% | – |
| AME | New | AMETEK INC | $2,325 | – | 16 | +100.0% | 0.00% | – |
| AMKR | New | AMKOR TECHNOLOGY INC | $2,602 | – | 100 | +100.0% | 0.00% | – |
| New | APPLIED DNA SCIENCES INC COM | $113 | – | 100 | +100.0% | 0.00% | – | |
| AQMS | New | AQUA METALS INC | $101 | – | 101 | +100.0% | 0.00% | – |
| New | ARCHER AVIATION INC COM CL A | $429 | – | 150 | +100.0% | 0.00% | – | |
| ARES | New | ARES MANAGEMENT CORP | $7,009 | – | 84 | +100.0% | 0.00% | – |
| ATOM | New | ATOMERA INCORPORATED | $217 | – | 34 | +100.0% | 0.00% | – |
| New | AULT DISRUPTIVE TECHS CORPwt | $112 | – | 2,250 | +100.0% | 0.00% | – | |
| AVTR | New | AVANTOR INC | $1,860 | – | 88 | +100.0% | 0.00% | – |
| BWXT | New | BWX TECHNOLOGIES | $1,891 | – | 30 | +100.0% | 0.00% | – |
| BYND | New | BEYOND MEAT INC | $860 | – | 53 | +100.0% | 0.00% | – |
| BCRX | New | BIOCRYST PHARMACEUTICALS INC C | $500 | – | 60 | +100.0% | 0.00% | – |
| BITF | New | BITFARMS LTD COM NPV | $194 | – | 200 | +100.0% | 0.00% | – |
| BOE | New | BLACKROCK ENHANCED GLOBAL DIclsd fd | $1,092 | – | 110 | +100.0% | 0.00% | – |
| BGY | New | BLACKROCK ENHANCED INTL DIVclsd fd | $2,916 | – | 540 | +100.0% | 0.00% | – |
| BMEZ | New | BLACKROCK HEALTH SCIENCES TRUS | $1,420 | – | 85 | +100.0% | 0.00% | – |
| New | BLACKROCK ESG CAPITAL ALLOCATI | $1,561 | – | 100 | +100.0% | 0.00% | – | |
| BLUE | New | BLUEBIRD BIO INC COM | $238 | – | 75 | +100.0% | 0.00% | – |
| BRO | New | BROWN & BROWN INC | $12,632 | – | 220 | +100.0% | 0.00% | – |
| BRCN | New | BURCON NUTRASCIENCE CORP | $70 | – | 350 | +100.0% | 0.00% | – |
| New | CARIBOU BIOSCIENCES INC | $133 | – | 25 | +100.0% | 0.00% | – | |
| New | CARISMA THERAPEUTICS INC COM | $201 | – | 65 | +100.0% | 0.00% | – | |
| CRS | New | CARPENTER TECHNOLOGY CORP | $1,567 | – | 35 | +100.0% | 0.00% | – |
| CVNA | New | CARVANA CO | $489 | – | 50 | +100.0% | 0.00% | – |
| CRNC | New | CERENCE INC | $1,208 | – | 43 | +100.0% | 0.00% | – |
| New | CITADEL INCOME FUND | $16,855 | – | 7,500 | +100.0% | 0.00% | – | |
| NET | New | CLOUDFLARE INC | $1,675 | – | 27 | +100.0% | 0.00% | – |
| CMA | New | COMERICA INC | $9,335 | – | 215 | +100.0% | 0.00% | – |
| DDOG | New | DATADOG INC | $9,082 | – | 125 | +100.0% | 0.00% | – |
| DM | New | DESKTOP METAL INC | $419 | – | 182 | +100.0% | 0.00% | – |
| New | DIEBOLD NIXDORF INCcall | $5,250 | – | 100 | +100.0% | 0.00% | – | |
| DOMO | New | DOMO INC | $225 | – | 16 | +100.0% | 0.00% | – |
| New | ESS TECH INC COMMON STOCK | $139 | – | 100 | +100.0% | 0.00% | – | |
| FIVG | New | ETF SER SOLUTIONS DEFIANCE NEXindx fd | $10,271 | – | 313 | +100.0% | 0.00% | – |
| New | EKSO BIONICS HLDGS INC | $330 | – | 200 | +100.0% | 0.00% | – | |
| UUUU | New | ENERGY FUELS INC | $558 | – | 100 | +100.0% | 0.00% | – |
| WATT | New | ENERGOUS CORP | $108 | – | 200 | +100.0% | 0.00% | – |
| New | ENERGY VAULT HOLDINGS INC COM | $214 | – | 100 | +100.0% | 0.00% | – | |
| EOSE | New | EOS ENERGY ENTERPRISES INC COM | $707 | – | 275 | +100.0% | 0.00% | – |
| New | FARADAY FUTRE INTLGT ELCTR I | $2,591 | – | 7,317 | +100.0% | 0.00% | – | |
| FTCH | New | FARFETCH LIMITED | $196 | – | 40 | +100.0% | 0.00% | – |
| FNCL | New | FIDELITY COVINGTON TRUSTindx fd | $15 | – | 0 | +100.0% | 0.00% | – |
| FBSI | New | FIRST BANCSHARES INC (MISSOURI | $2,815 | – | 150 | +100.0% | 0.00% | – |
| FNFI | New | FIRST NILES FINL INC COM | $9,357 | – | 950 | +100.0% | 0.00% | – |
| New | FLUENCE ENERGY INC COM CL A | $3,442 | – | 170 | +100.0% | 0.00% | – | |
| FLGT | New | FULGENT GENETICS INC | $468 | – | 15 | +100.0% | 0.00% | – |
| New | GINKGO BIOWORKS HOLDINGS INC | $465 | – | 350 | +100.0% | 0.00% | – | |
| COPX | New | GLOBAL X FDS GLOBAL X COPPERindx fd | $1,935 | – | 50 | +100.0% | 0.00% | – |
| GRWG | New | GROWGENERATION CORP | $513 | – | 150 | +100.0% | 0.00% | – |
| New | IDEAL PWR INC | $261 | – | 25 | +100.0% | 0.00% | – | |
| INDI | New | INDIE SEMICONDUCTOR INC CLASS | $791 | – | 75 | +100.0% | 0.00% | – |
| IGD | New | ING GLOBAL EQTY DV & P COMclsd fd | $760 | – | 149 | +100.0% | 0.00% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC | $559 | – | 15 | +100.0% | 0.00% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD TRindx fd | $1,455 | – | 36 | +100.0% | 0.00% | – |
| SPGP | New | INVESCO S AND P 500 GARP ETFindx fd | $15,013 | – | 176 | +100.0% | 0.00% | – |
| BSCT | New | INVESCO BULLETSHARS 2029 CORPindx fd | $8,031 | – | 439 | +100.0% | 0.00% | – |
| BSCR | New | INVESCO BULLETSHARS 2027 CORPindx fd | $12,046 | – | 624 | +100.0% | 0.00% | – |
| DBB | New | INVESCO DB BASE METALS FUNDindx fd | $1,273 | – | 63 | +100.0% | 0.00% | – |
| IEV | New | ISHARES TRindx fd | $1,250 | – | 25 | +100.0% | 0.00% | – |
| New | ISHARES TRcall | $3,400 | – | 200 | +100.0% | 0.00% | – | |
| AOM | New | ISHARES TRindx fd | $3,827 | – | 96 | +100.0% | 0.00% | – |
| SGOV | New | ISHARES 0-3 MONTH TREASURY BONindx fd | $302 | – | 3 | +100.0% | 0.00% | – |
| LQWDF | New | LQWD FINTECH CORP | $1,187 | – | 1,900 | +100.0% | 0.00% | – |
| LTRX | New | LANTRONIX INC | $304 | – | 70 | +100.0% | 0.00% | – |
| New | LANZATECH GLOBAL INCwt | $398 | – | 1,364 | +100.0% | 0.00% | – | |
| LC | New | LENDINGCLUB CORP COM NEW | $721 | – | 100 | +100.0% | 0.00% | – |
| LGND | New | LIGAND PHARMACEUTICALS COM NEW | $1,008 | – | 14 | +100.0% | 0.00% | – |
| New | LIGHTBRIDGE CORP | $205 | – | 50 | +100.0% | 0.00% | – | |
| ZEV | New | LIGHTNING EMOTORS INC COM | $57 | – | 200 | +100.0% | 0.00% | – |
| New | LUMINE GROUP INC F | $10,010 | – | 921 | +100.0% | 0.00% | – | |
| LYFT | New | LYFT INC CL A COM | $723 | – | 78 | +100.0% | 0.00% | – |
| MP | New | MP MATERIALS CORP | $845 | – | 30 | +100.0% | 0.00% | – |
| New | MAINSTAY CBRE GLOBAL INFRASTRUindx fd | $1,065 | – | 75 | +100.0% | 0.00% | – | |
| New | MATTERPORT INC | $682 | – | 250 | +100.0% | 0.00% | – | |
| MXL | New | MAXLINEAR INC CL A | $728 | – | 21 | +100.0% | 0.00% | – |
| New | MOMENTUS INC | $297 | – | 507 | +100.0% | 0.00% | – | |
| NBXG | New | NEUBERGER BERMAN NEXT GENERATI | $1,614 | – | 155 | +100.0% | 0.00% | – |
| New | NEXTDOOR HOLDINGS INC | $215 | – | 100 | +100.0% | 0.00% | – | |
| NTR | New | NUTRIEN LTD | $16,469 | – | 223 | +100.0% | 0.00% | – |
| OPTT | New | OCEAN PWR TECHNOLOGIES INC | $106 | – | 200 | +100.0% | 0.00% | – |
| New | OMNIAB INC COM | $339 | – | 100 | +100.0% | 0.00% | – | |
| ONTO | New | ONTO INNOVATION INC | $2,458 | – | 28 | +100.0% | 0.00% | – |
| OPEN | New | OPENDOOR TECHNOLOGIES INC | $264 | – | 150 | +100.0% | 0.00% | – |
| ONVO | New | ORGANOVO HOLDINGS INC | $219 | – | 100 | +100.0% | 0.00% | – |
| OUST | New | OUSTER INC | $137 | – | 164 | +100.0% | 0.00% | – |
| PACB | New | PACIFIC BIOSCIENCES IN COM | $579 | – | 50 | +100.0% | 0.00% | – |
| PRMRF | New | PARAMOUNT RESOURCES LTD | $2,318 | – | 106 | +100.0% | 0.00% | – |
| PBA | New | PEMBINA PIPELINE CORP | $1,361 | – | 42 | +100.0% | 0.00% | – |
| RMBS | New | RAMBUS INC DEL | $5,474 | – | 107 | +100.0% | 0.00% | – |
| REKR | New | REKOR SYSTEMS INC | $375 | – | 300 | +100.0% | 0.00% | – |
| New | RICEBRAN TECHNOLOGIES | $93 | – | 100 | +100.0% | 0.00% | – | |
| New | RITCHIE BROS AUCTIONEERSput | $15,000 | – | 1,200 | +100.0% | 0.00% | – | |
| New | ROBINHOOD MKTS INC | $1,214 | – | 125 | +100.0% | 0.00% | – | |
| New | ROCKET LAB USA INC | $101 | – | 25 | +100.0% | 0.00% | – | |
| New | WTS ROCKET PHARMACEUTICALS INCwt | $785 | – | 6,000 | +100.0% | 0.00% | – | |
| TFI | New | SPDR SER TRindx fd | $2,950 | – | 63 | +100.0% | 0.00% | – |
| SAND | New | SANDSTORM GOLD LTD COM NEW | $407 | – | 70 | +100.0% | 0.00% | – |
| SCYX | New | SCYNEXIS INC | $450 | – | 150 | +100.0% | 0.00% | – |
| New | SELECT SECTOR SPDR TRput | $4,400 | – | 800 | +100.0% | 0.00% | – | |
| S | New | SENTINELONE INC | $834 | – | 51 | +100.0% | 0.00% | – |
| SQNS | New | SEQUANS COMMUNICATIONS S A | $200 | – | 100 | +100.0% | 0.00% | – |
| New | SESEN BIO I N C | $0 | – | 1,302 | +100.0% | 0.00% | – | |
| New | SHIFT TECHNOLOGIES INC | $31 | – | 28 | +100.0% | 0.00% | – | |
| SMAR | New | SMARTSHEET INC-CLASS A | $1,912 | – | 40 | +100.0% | 0.00% | – |
| SLI | New | STANDARD LITHIUM LTD | $190 | – | 50 | +100.0% | 0.00% | – |
| STEM | New | STEM INC | $1,105 | – | 195 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC INC COM | $3,885 | – | 150 | +100.0% | 0.00% | – |
| GIM | New | TEMPLETON GLOBAL INCOME FDclsd fd | $14,582 | – | 3,314 | +100.0% | 0.00% | – |
| REAL | New | THE REALREAL INC COM | $504 | – | 400 | +100.0% | 0.00% | – |
| TDUP | New | THREDUP INC CL A | $241 | – | 95 | +100.0% | 0.00% | – |
| TRT | New | TRIO TECH INTL | $235 | – | 50 | +100.0% | 0.00% | – |
| TSP | New | TUSIMPLE HOLDINGS INC | $329 | – | 224 | +100.0% | 0.00% | – |
| ME | New | 23ANDME HOLDING CO CLASS A COM | $570 | – | 250 | +100.0% | 0.00% | – |
| PATH | New | UIPATH INC | $1,756 | – | 100 | +100.0% | 0.00% | – |
| UNB | New | UNION BANKSHARES INC | $4,422 | – | 200 | +100.0% | 0.00% | – |
| UPWK | New | UPWORK INC COM | $340 | – | 30 | +100.0% | 0.00% | – |
| VSGX | New | VANGUARD WORLD FDindx fd | $12,148 | – | 232 | +100.0% | 0.00% | – |
| VWOB | New | VANGUARD WHITEHALL FDSindx fd | $249 | – | 4 | +100.0% | 0.00% | – |
| VCYT | New | VERACYTE INC | $757 | – | 34 | +100.0% | 0.00% | – |
| AIO | New | VIRTUS ALLIANZGI ARTIFICIAL IN | $1,740 | – | 100 | +100.0% | 0.00% | – |
| NFJ | New | VIRTUS DIVIDEND INTEREST & PRE | $1,176 | – | 100 | +100.0% | 0.00% | – |
| VNRX | New | VOLITIONRX LTD | $191 | – | 100 | +100.0% | 0.00% | – |
| New | BRIDGER AEROSPACE GROUP HOLDINwt | $161 | – | 1,000 | +100.0% | 0.00% | – | |
| DGS | New | WISDOMTREE TRindx fd | $6,548 | – | 143 | +100.0% | 0.00% | – |
| New | APOLLOMICS INCwt | $391 | – | 3,700 | +100.0% | 0.00% | – | |
| New | GRAB HLDGS LTD CL | $301 | – | 100 | +100.0% | 0.00% | – | |
| ICHR | New | ICHOR HOLDINGS SHS | $327 | – | 10 | +100.0% | 0.00% | – |
| New | ROLLS-ROYCE HLDGS OR | $1,421 | – | 177,602 | +100.0% | 0.00% | – | |
| New | LIONHEART III CORPwt | $60 | – | 1,194 | +100.0% | 0.00% | – | |
| New | SUMMIT HEALTHCARE ACQUISITIONwt | $786 | – | 5,050 | +100.0% | 0.00% | – | |
| New | WTS ZURA BIO LIMITED WARRANTwt | $649 | – | 2,500 | +100.0% | 0.00% | – | |
| FVRR | New | FIVERR INTL | $873 | – | 25 | +100.0% | 0.00% | – |
| New | MOUNT RAINIER ACQUISITION CORPwt | $787 | – | 6,293 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- ANCORA FAMILY WEALTH ADVISORS, LLC #1
- Clutterbuck Capital Management LLC #2
- Ancora Alternatives LLC #3
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD MEGA CAP IND | 42 | Q3 2023 | 2.6% |
| VANGUARD REIT ETF | 42 | Q3 2023 | 3.5% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 2.2% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 1.5% |
| VANGUARD INDEX FDS EXTEND MKT | 42 | Q3 2023 | 3.6% |
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 1.3% |
| VANGUARD SPECIALIZED PORTFOLIO | 42 | Q3 2023 | 1.3% |
| ISHARES TR HGH DIV EQT FD | 42 | Q3 2023 | 1.9% |
| PROCTER & GAMBLE CO COM | 42 | Q3 2023 | 1.1% |
| HONEYWELL INTL INC COM | 42 | Q3 2023 | 1.2% |
View Ancora Advisors LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AMPCO PITTSBURGH CORP | March 31, 2023 | 49,705 | 2.5% |
| MIDDLEFIELD BANC CORP | January 05, 2023 | 365,744 | 4.4% |
| Hill International, Inc. | August 19, 2022 | 49,795 | 0.1% |
| CF BANKSHARES INC. | May 26, 2022 | 209,486 | 4.0% |
| FORWARD AIR CORP | February 16, 2022 | 14,335 | 1.4% |
| COFFEE HOLDING CO INC | January 25, 2022 | 121,887 | 2.1% |
| CORTLAND BANCORP INC | September 28, 2021 | 211,962 | 5.0% |
| J. Alexander's Holdings, Inc. | September 02, 2021 | 614,713 | 4.1% |
| POTBELLY CORP | February 19, 2021 | 1,624,762 | 5.9% |
| Francesca's Holdings CORPSold out | February 08, 2021 | 0 | 0.0% |
View Ancora Advisors LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| DFAN14A | 2024-05-06 |
| DFAN14A | 2024-05-06 |
| DFAN14A | 2024-05-03 |
| DFAN14A | 2024-05-02 |
| DFAN14A | 2024-05-01 |
| DFAN14A | 2024-04-30 |
| DFAN14A | 2024-04-29 |
| DFAN14A | 2024-04-29 |
| DFAN14A | 2024-04-26 |
| DFAN14A | 2024-04-25 |
View Ancora Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.