IcoreconnectICCT
13F holders, Q4 2024 (December 31)10holders
$2.51avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Icoreconnect Inc. (ICCT) in their 13F filings. The largest holders were Magnus Financial Group LLC ($63K), Virtu Financial LLC ($32K) and UBS Group AG ($4K).
- Company
- Icoreconnect Inc.
- CUSIP
- 450958301
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $95K |
| Exits | 0 | $0 |
Ownership 10 holders
| Magnus Financial Group LLC | 0.01% | New | 25,010 | $63K |
| Virtu Financial LLC | 0.00% | New | 12,698 | $32K |
| UBS Group AG | 0.00% | Add +2462.2% | 1,457 | $4K |
| Morgan Stanley | 0.00% | Reduce -62.1% | 295 | $738 |
| Medallion Wealth Advisors, LLC | 0.00% | — | 172 | $430 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.0% | 162 | $405 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 104 | $260 |
| Osaic Holdings, Inc. | 0.00% | No change | 60 | $149 |
| NewEdge Advisors, LLC | 0.00% | Add +2.1% | 10 | $25 |
| Bank of America Corp. | 0.00% | Reduce -18.3% | 3 | $8 |
"% of holder's portfolio" is ICCT's weight in each manager's 13F, not the share of Icoreconnect Inc. the manager owns.