MDB Capital Holdings LLCMDBH
13F holders, Q1 2024 (March 31)5holders
$10.25avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding MDB Capital Holdings LLC (MDBH) in their 13F filings. The largest holders were Pasadena Private Wealth, LLC ($769K), Baker Avenue Asset Management, LP ($769K) and Beacon Pointe Advisors, LLC ($256K).
- Company
- MDB Capital Holdings LLC
- CUSIP
- 55285N109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $256K |
| Exits | 1 | $22K |
Ownership 5 holders
| Pasadena Private Wealth, LLC | 0.18% | Add +50.0% | 75,000 | $769K |
| Baker Avenue Asset Management, LP | 0.03% | No change | 75,000 | $769K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 25,000 | $256K |
| UBS Group AG | 0.00% | Reduce -13.2% | 19,316 | $198K |
| Toth Financial Advisory Corp. | 0.00% | No change | 400 | $4K |
"% of holder's portfolio" is MDBH's weight in each manager's 13F, not the share of MDB Capital Holdings LLC the manager owns.