Waverly Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 1,171
- Total Value
- 8198989293
- Accession Number
- 0001398344-25-009517
- Form Type
- 13F-HR
- CIK
- 0001568787
- Manager Name
- Waverly Advisors, LLC
Data Enrichment
69% identified808 identified363 unidentified
Holdings
1,171 positions
Manager:
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Page 56 of 56
Shares:
14045(-5.2%)
Value:
$46.4M(-11.8%)
87283P109
Shares:
26150(+0.0%)
Value:
$8.1M(+1.3%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Mannkind Corp(MNKDcusip56400P706) | 11.2K | QoQ +0.04% (-5)YoY NEW(+11.2K) | All Managers (Combined) | $56.2K | YoY NEW(+$56.2K) |
| 10.0K | QoQ +0.02% (-3)YoY NEW(+10.0K) | All Managers (Combined) | $53.2K | YoY NEW(+$53.2K) | |
| 14.0K | QoQ -5.17% (-766)YoY NEW(+14.0K) | All Managers (Combined) | $46.4K | YoY NEW(+$46.4K) | |
| 14.2K | YoY NEW(+14.2K) | All Managers (Combined) | $34.3K | YoY NEW(+$34.3K) | |
Bank Bradesco(BBDcusip059460303) | 11.3K | QoQ NEW(+11.3K) YoY NEW(+11.3K) | All Managers (Combined) | $25.3K | QoQ NEW(+$25.3K) YoY NEW(+$25.3K) |
| 18.4K | YoY NEW(+18.4K) | All Managers (Combined) | $16.9K | YoY NEW(+$16.9K) | |
Geron Corp(GERNcusip374163103) | 10.6K | QoQ NEW(+10.6K) YoY NEW(+10.6K) | All Managers (Combined) | $16.8K | QoQ NEW(+$16.8K) YoY NEW(+$16.8K) |
Plug Power Inc(PLUGcusip72919P202) | 10.8K | QoQ -3.13% (-350)YoY NEW(+10.8K) | All Managers (Combined) | $14.6K | YoY NEW(+$14.6K) |
(cusip87283P109)✕ | 26.1K | QoQ 0.00% (+0)YoY NEW(+26.1K) | All Managers (Combined) | $8.1K | YoY NEW(+$8.1K) |