Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Common Stock, par value $0.0001 per share
-
Shares outstanding
-
24.1M
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Number of holders
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10
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Total 13F shares, excl. options
-
668K
-
Shares change
-
+667K
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Total reported value, excl. options
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$1.15M
-
Value change
-
+$1.15M
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Number of buys
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9
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Price
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$1.72
Significant Holders of Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST) as of Q4 2024
10 filings reported holding IPST - Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share as of Q4 2024.
Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 668K shares
of 24.1M outstanding shares and own 2.77% of the company stock.
Largest 10 shareholders include Anson Funds Management LP (515K shares), FNY Investment Advisers, LLC (50K shares), Mattern Wealth Management LLC (44.3K shares), Royal Bank of Canada (18.2K shares), UBS Group AG (15K shares), TWO SIGMA SECURITIES, LLC (11K shares), CLEAR STREET LLC (10K shares), IFP Advisors, Inc (3K shares), MORGAN STANLEY (600 shares), and Transce3nd, LLC (125 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.