Volato Group, Inc. - CL A COM (SOAR)

CUSIP: 74349W104

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / CL A COM
Total 13F shares
522,223
Share change
-5,854,070
Total reported value
$1,970,373
Price per share
$3.78
Number of holders
11
Value change
-$66,511,961
Number of buys
10
Number of sells
27

Quarterly Holders Quick Answers

What is CUSIP 74349W104?
CUSIP 74349W104 identifies SOAR - Volato Group, Inc. - CL A COM in SEC institutional holdings data.

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Institutional Holders of Volato Group, Inc. - CL A COM (SOAR) as of Q4 2023

As of 31 Dec 2023, Volato Group, Inc. - CL A COM (SOAR) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 522,223 shares. The largest 10 holders included BOSTON FINANCIAL MANGEMENT LLC, NEUBERGER BERMAN GROUP LLC, Bank of New York Mellon Corp, Chicago Capital, LLC, MERCER GLOBAL ADVISORS INC /ADV, IEQ CAPITAL, LLC, COMMONWEALTH EQUITY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, ROYAL BANK OF CANADA, and UBS Group AG. This page lists 11 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
* 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.