Institutional Ownership Select Quote, Inc. (SLQT)
This table provides information about the institutional ownership of Select Quote, Inc. (SLQT). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 83.6 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$17,840
0.0% of portfolio
|
Q4 2023
Reduced 78.07%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
3,859
shares
|
$17,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
1,598
shares
|
$7,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,512
shares
|
$6,743
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,319
shares
|
$5,882
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
896
shares
|
$3,996
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
609
shares
|
$2,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
600
shares
|
$2,676
0.0% of portfolio
|
Q2 2023
Added 66.67%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
466
shares
|
$2,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
212
shares
|
$945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
185
shares
|
$825
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
175
shares
|
$780
0.0% of portfolio
|
Q4 2022
Reduced 43.73%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
169
shares
|
$753
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
168
shares
|
$749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
105
shares
|
$468
0.0% of portfolio
|
Q3 2024
Reduced 67.39%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
92
shares
|
$410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
60
shares
|
$267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
39
shares
|
$173
0.0% of portfolio
|
Q1 2024
Reduced 83.68%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$4
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|