MISSION WEALTH MANAGEMENT, LP historic quarter change: Foreign Options, Sold out
In put and call options, at their filed underlying value (depositary receipts and foreign shares traded over the counter), over 15 quarters from 2015-06-30 to 2026-06-30, MISSION WEALTH MANAGEMENT, LP opened 6 positions, added to 1, reduced 0 and sold out of 5.
- Q3 2025: Stock ARM; Country of operation —; Class SPONSORED ADS · Put; Shares before $500.
- Q1 2025: Stock TSM; Country of operation —; Class SPONSORED ADS · Put; Shares before $200.
- Q4 2024: Stock TSM; Country of operation —; Class SPONSORED ADS · Call; Shares before $500.
- Q4 2024: Stock ARM; Country of operation —; Class SPONSORED ADS · Call; Shares before $200.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1645382), 15 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-15); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Southpoint Capital Advisors LP | United States | $4.859B | 41 |
| Mill Creek Capital Advisors, LLC | United States | $4.868B | 260 |
| WHITTIER TRUST CO OF NEVADA INC | United States | $4.873B | 1,723 |
| BECK MACK & OLIVER LLC | United States | $4.849B | 195 |
| DISCIPLINED GROWTH INVESTORS INC /MN | United States | $4.887B | 61 |
| Paradigm Biocapital Advisors LP | United States | $4.894B | 35 |
| KENSICO CAPITAL MANAGEMENT CORP | United States | $4.898B | 20 |
| ARISTEIA CAPITAL, L.L.C. | United States | $4.825B | 696 |
| IFP Advisors, Inc | United States | $4.823B | 5,032 |
| TD PRIVATE CLIENT WEALTH LLC | United States | $4.822B | 1,649 |