TIAA TRUST, NATIONAL ASSOCIATION historic quarter change: USA Options, Sold out
In put and call options, at their filed underlying value (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, TIAA TRUST, NATIONAL ASSOCIATION opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1997405), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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 2023-09-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | United States | $1.645B | 2,162 |
| Empire Life Investments Inc. | Canada | $1.646B | 110 |
| Greenspring Advisors, LLC | United States | $1.641B | 318 |
| CACTI ASSET MANAGEMENT LLC | United States | $1.650B | 78 |
| North Star Investment Management Corp. | United States | $1.650B | 1,700 |
| LBMC INVESTMENT ADVISORS, LLC | United States | $1.640B | 230 |
| ADELL HARRIMAN & CARPENTER INC | United States | $1.639B | 163 |
| Anomaly Capital Management, LP | United States | $1.652B | 21 |
| 140 Summer Partners LP | United States | $1.636B | 25 |
| Bpifrance SA | France | $1.654B | 2 |