AurelionAURE
13F holders, Q4 2024 (December 31)6holders +3
4new positions
1sold out
$1.30avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Aurelion Inc. (AURE) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were UBS Group AG ($52K), Bank of America Corp. ($31K) and BlackRock, Inc. ($15K).
- Company
- Aurelion Inc.
- Filed as
- PRESTIGE WEALTH INC (Q4 2024)
- CUSIP
- G7244A119
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $39K |
| Exits | 1 | $9K |
All 13F filers, Q3 2024 → Q4 2024: 62,544 shares bought and 11,122 shares sold, net +51,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| UBS Group AG | 0.00% | Add +459.1% | 39,678 | $52K |
| Bank of America Corp. | 0.00% | New | 24,179 | $31K |
| BlackRock, Inc. | 0.00% | No change | 11,192 | $15K |
| Morgan Stanley | 0.00% | New | 2,335 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 2,271 | $3K |
| Citigroup Inc. | 0.00% | New | 1,178 | $2K |
"% of holder's portfolio" is AURE's weight in each manager's 13F, not the share of Aurelion Inc. the manager owns.