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New York Mortgage Tr shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of New York Mortgage Tr (NYMT) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New York Mortgage Tr by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $93k 11k 8.53
2023-09-30 $103k 12k 8.49
2023-03-31 $191k 13k 14.96

More positions owned by HBK Sorce Advisory

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
First Tr Lrge Cp Core Alpha Com Shs (FEX)

View all positions for HBK Sorce Advisory

Top funds holding New York Mortgage Tr

BlackRock
Vanguard Group
Allspring Global Investments Holdings
Geode Capital Management
Charles Schwab Investment Management
Balyasny Asset Management
Brandywine Global Investment Management
Northern Trust
Wolverine Asset Management
Morgan Stanley
Mirae Asset Global Investments
Bank of New York Mellon
EMG Holdings
Van Eck Associates Corp.
Principal Financial Group

View all funds holding New York Mortgage Tr