FORTEM FINANCIAL GROUP, LLC - TWO HBRS INVT CORP ownership

Quarter-by-quarter ownership
FORTEM FINANCIAL GROUP, LLC ownership history of TWO HBRS INVT CORP
ValueSharesWeighting
Q1 2020$51,000
-62.5%
13,306
+23.7%
0.05%
-66.4%
Q2 2019$136,000
-18.6%
10,760
-12.7%
0.14%
-20.8%
Q1 2019$167,000
+6.4%
12,322
+0.6%
0.17%
-8.5%
Q4 2018$157,00012,2510.19%
Other shareholders
TWO HBRS INVT CORP shareholders Q3 2023
NameSharesValueWeighting ↓
Penn Mutual Asset Management, LLC 248,000$1,431,0001.53%
AMERICAN FINANCIAL GROUP INC 567,365$3,273,0000.90%
BECK CAPITAL MANAGEMENT, LLC 475,595$2,744,0000.85%
Camelot Portfolios, LLC 338,970$1,956,0000.79%
RETIREMENT GUYS FORMULA LLC 60,039$346,0000.28%
Brandywine Global Investment Management, LLC 6,546,754$37,775,0000.27%
HOWARD FINANCIAL SERVICES, LTD. 135,603$782,0000.24%
Advisors Capital Management, LLC 1,113,779$6,427,0000.17%
West Family Investments, Inc. 96,749$558,0000.15%
PineBridge Investments, L.P. 2,306,113$13,306,0000.14%
View complete list of TWO HBRS INVT CORP shareholders