Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in NeOnc Technologies Holdings, Inc. include Bank Of America Corp /de/, Millennium Management Llc, LVW Advisors, LLC, HCR Wealth Advisors, UBS Group AG, BlackRock, Inc., IWC - iShares Micro-Cap ETF, EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB, and Strategic Wealth Partners, Ltd. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Westmount Partners, LLC | 73,246 | 333.72 | 261 | 16.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 9,444 | 34 | ||||||
| 2025-08-28 | NP | IWC - iShares Micro-Cap ETF | 5,108 | 18 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB | 611 | 2 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 224,279 | 801 | ||||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 30,146 | 108 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5,719 | 20 | ||||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 181,069 | 735.50 | 646 | 400.78 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 492 | 2 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 18,685 | 0.86 | 67 | -72.87 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 40,248 | 144 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 15,000 | 54 |
