I’m being lazy and using Chat today for the seco
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Posted On: 01/25/2025 11:54:06 AM
I’m being lazy and using Chat today for the second part of this post. One of the few things that would even trigger the change on institutional ownership change is a 13F filing.
My preferred share theory could be a reach because I don’t believe we have the shares for the math to work. I know I’m a little out of my league with SEC filings. Anyways this is what chat said and I also did some other research on the data. Something happened. If it’s a glitch then we better all be pissed off because nobody should be changing the data without a filing or some major corporate event.
“ Yes, Form 13F is the primary filing that triggers updates to institutional ownership percentages on platforms like Schwab. However, there are a few other scenarios that can indirectly cause changes to institutional data:
1. Corporate Actions:
• Share buybacks or new share issuances could alter the total number of outstanding shares. This affects the ownership percentage even without a new 13F filing.
• Mergers or acquisitions involving large shareholdings can also impact institutional ownership percentages.
2. Insider Filings:
• Form 4 (filed for insider trading activity) might reveal significant changes in holdings, but these are typically separate from institutional updates.
3. Ownership Reporting Beyond 13F:
• Schedule 13D or 13G: These are required when an investor or group acquires more than 5% of a company’s shares. These filings provide real-time updates but are less frequent since they apply only to large acquisitions or ownership changes.
In summary, while 13F filings are the most common trigger for institutional updates, corporate actions or regulatory filings like 13D/13G could also indirectly update ownership data. These events, however, are rare compared to the routine quarterly 13F reporting. If Schwab updates its institutional percentage, it’s most likely due to a new 13F filing unless there’s been a significant and publicly reported event.”
My point I’m trying to make is something changed. They don’t change this data without a filing or some major corporate event.
My preferred share theory could be a reach because I don’t believe we have the shares for the math to work. I know I’m a little out of my league with SEC filings. Anyways this is what chat said and I also did some other research on the data. Something happened. If it’s a glitch then we better all be pissed off because nobody should be changing the data without a filing or some major corporate event.
“ Yes, Form 13F is the primary filing that triggers updates to institutional ownership percentages on platforms like Schwab. However, there are a few other scenarios that can indirectly cause changes to institutional data:
1. Corporate Actions:
• Share buybacks or new share issuances could alter the total number of outstanding shares. This affects the ownership percentage even without a new 13F filing.
• Mergers or acquisitions involving large shareholdings can also impact institutional ownership percentages.
2. Insider Filings:
• Form 4 (filed for insider trading activity) might reveal significant changes in holdings, but these are typically separate from institutional updates.
3. Ownership Reporting Beyond 13F:
• Schedule 13D or 13G: These are required when an investor or group acquires more than 5% of a company’s shares. These filings provide real-time updates but are less frequent since they apply only to large acquisitions or ownership changes.
In summary, while 13F filings are the most common trigger for institutional updates, corporate actions or regulatory filings like 13D/13G could also indirectly update ownership data. These events, however, are rare compared to the routine quarterly 13F reporting. If Schwab updates its institutional percentage, it’s most likely due to a new 13F filing unless there’s been a significant and publicly reported event.”
My point I’m trying to make is something changed. They don’t change this data without a filing or some major corporate event.
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