Security key
45765Y204
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 4,761,915
- Total 13F shares
- 81,802
- Share change
- +7,536
- Total reported value
- $396,534
- Price per share
- $4.85
- Number of holders
- 9
- Value change
- +$36,549
- Number of buys
- 3
- Number of sells
- 3
Report period
Q4 2024
Institutions
9
Top holders
9
TULP full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
BLOOMIA HOLDINGS, INC. SEC filings
BLOOMIA HOLDINGS, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 45765Y204
Recent filing periods:
Top shareholders of TULP - BLOOMIA HOLDINGS, INC. - Common Stock (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 |
|---|---|---|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.73%
|
34,700
|
$123,670 | — | 30 Sep 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.28%
|
13,300
|
$47,348 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
0.27%
|
12,747
|
$45,430 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.22%
|
10,690
|
$37,735 | — | 30 Sep 2024 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.03%
|
1,285
|
$4,580 | — | 30 Sep 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.03%
|
1,259
|
$4,487 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
276
|
$984 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
9
|
$32 | — | 30 Sep 2024 | |
| Kristine A. Glancy |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
36,751
|
$848,213 | — | 31 Dec 2021 | |
| Adam D. May |
3/4/5
|
CHIEF GROWTH OFFICER |
—
class O/S missing
|
14,290
|
$329,813 | — | 31 Dec 2021 | |
| Zackery Weber |
3/4/5
|
Sr Dir Fin Plng-Interim PAO |
—
class O/S missing
|
8,230
|
$189,948 | — | 31 Dec 2021 | |
| Jacob J. Berning |
3/4/5
|
Director |
—
class O/S missing
|
11,751
|
$54,172 | — | 30 Jun 2023 | |
| Loren A. Unterseher |
3/4/5
|
Director |
—
class O/S missing
|
10,631
|
$49,009 | — | 30 Sep 2023 |
Institutional Holders of BLOOMIA HOLDINGS, INC. - Common Stock (TULP) as of Q4 2024
As of 31 Dec 2024,
BLOOMIA HOLDINGS, INC. - Common Stock (TULP) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
81,802 shares.
The largest 9 holders included
Schonfeld Strategic Advisors LLC, GEODE CAPITAL MANAGEMENT, LLC, BlackRock, Inc., OSAIC HOLDINGS, INC., UBS Group AG, MORGAN STANLEY, CIBC Private Wealth Group LLC, Tower Research Capital LLC (TRC), and BANK OF AMERICA CORP /DE/.
This page lists
9
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
8
Q4 2024 holders
9
Holder diff
1
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.