BLOOMIA HOLDINGS, INC. - Common Stock, par value of $0.01 per share (TULP)

CUSIP: 45765Y204

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / Common Stock, par value of $0.01 per share
Shares outstanding
4,768,250
Total 13F shares
115,601
Share change
-1,123
Total reported value
$532,018
Price per share
$4.61
Number of holders
10
Value change
-$4,939
Number of buys
4
Number of sells
4

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Quarterly Holders Quick Answers

What is CUSIP 45765Y204?
CUSIP 45765Y204 identifies TULP - BLOOMIA HOLDINGS, INC. - Common Stock, par value of $0.01 per share in SEC institutional holdings data.

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Top shareholders of TULP - BLOOMIA HOLDINGS, INC. - Common Stock, par value of $0.01 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Kristine A. Glancy
3/4/5
President & CEO, Director —
class O/S missing
36,751
 $848,213 — 31 Dec 2021
3/4/5
Adam D. May
3/4/5
CHIEF GROWTH OFFICER —
class O/S missing
14,290
 $329,813 — 31 Dec 2021
3/4/5
Zackery Weber
3/4/5
Sr Dir Fin Plng-Interim PAO —
class O/S missing
8,230
 $189,948 — 31 Dec 2021
3/4/5
Schonfeld Strategic Advisors LLC
13F
Company
0.71%
33,700
 $180,295 — 30 Sep 2023
13F
VANGUARD GROUP INC
13F
Company
0.62%
29,439
 $157,499 — 30 Sep 2023
13F
BlackRock Finance, Inc.
13F
Company
0.52%
24,647
 $131,861 — 30 Sep 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.27%
12,915
 $69,095 — 30 Sep 2023
13F
OSAIC HOLDINGS, INC.
13F
Company
0.26%
12,171
 $65,115 — 30 Sep 2023
13F
Jacob J. Berning
3/4/5
Director —
class O/S missing
11,751
 $54,172 — 30 Jun 2023
3/4/5
Loren A. Unterseher
3/4/5
Director —
class O/S missing
10,631
 $49,009 — 30 Sep 2023
3/4/5
UBS Group AG
13F
Company
0.05%
2,162
 $11,567 — 30 Sep 2023
13F
Tower Research Capital LLC (TRC)
13F
Company
0.03%
1,668
 $8,924 — 30 Sep 2023
13F
Allworth Financial LP
13F
Company
0%
14
 $75 — 30 Sep 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
0%
7
 $37 — 30 Sep 2023
13F
JPMORGAN CHASE & CO
13F
Company
0%
1
 $5 — 30 Sep 2023
13F

Institutional Holders of BLOOMIA HOLDINGS, INC. - Common Stock, par value of $0.01 per share (TULP) as of Q4 2023

As of 31 Dec 2023, BLOOMIA HOLDINGS, INC. - Common Stock, par value of $0.01 per share (TULP) was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 115,601 shares. The largest 10 holders included Schonfeld Strategic Advisors LLC, VANGUARD GROUP INC, BlackRock Inc., GEODE CAPITAL MANAGEMENT, LLC, OSAIC HOLDINGS, INC., Tower Research Capital LLC (TRC), Allworth Financial LP, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, and UBS Group AG. This page lists 10 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
10
Q4 2023 holders
10
Holder diff
0
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.

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