SIGMA INVESTMENT COUNSELORS INC quarter change: USA Options, Reduced
In put and call options, at their filed underlying value (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SIGMA INVESTMENT COUNSELORS INC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1085163): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-28). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TECTONIC ADVISORS LLC | United States | $1.892B | 332 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | United States | $1.891B | 197 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | United States | $1.889B | 418 |
| Eversept Partners, LP | United States | $1.896B | 120 |
| Oakworth Capital, Inc. | United States | $1.889B | 1,253 |
| Distillate Capital Partners LLC | United States | $1.898B | 118 |
| Cyndeo Wealth Partners, LLC | United States | $1.901B | 478 |
| Voss Capital, LP | United States | $1.884B | 53 |
| Trek Financial, LLC | United States | $1.884B | 472 |
| S&G Foundation | United States | $1.884B | 20 |