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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 07/25/2023 | MENDOTA FINANCIAL GROUP, LLC | 99,977 | $216,951 | 0.00% | 0.03% |
| 07/14/2023 | HARBOR INVESTMENT ADVISORY, LLC | 2,560 | $12,646 | -96.00% | 0.00% |
| 08/14/2023 | IFP ADVISORS, INC | 635 | $3.14 M | 243.24% | 0.00% |
| 08/10/2023 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 40 | $198 | -96.00% | 0.00% |
| 05/20/2024 | PARALLEL ADVISORS, LLC | 4 | $20 | -96.00% | 0.00% |
| 08/04/2023 | AMERICAN INTERNATIONAL GROUP, INC. | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | JPMORGAN CHASE & CO | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | BANK OF AMERICA CORP /DE/ | 0 | $0 | -100.00% | 0.00% |
| 08/15/2023 | WELLS FARGO & COMPANY/MN | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | NORTHERN TRUST CORP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | PRICE T ROWE ASSOCIATES INC /MD/ | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | STATE STREET CORP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | VANGUARD GROUP INC | 0 | $0 | -100.00% | 0.00% |
| 09/20/2023 | BARCLAYS PLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | FMR LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | LEGAL & GENERAL GROUP PLC | 0 | $0 | -100.00% | 0.00% |
| 08/07/2023 | NEW YORK STATE COMMON RETIREMENT FUND | 0 | $0 | -100.00% | 0.00% |
| 07/19/2023 | SALEM INVESTMENT COUNSELORS INC | 0 | $0 | -100.00% | 0.00% |
| 08/10/2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0 | $0 | -100.00% | 0.00% |
| 05/14/2024 | GOLDMAN SACHS GROUP INC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | MORGAN STANLEY | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | INVESCO LTD. | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | AMALGAMATED BANK | 0 | $0 | -100.00% | 0.00% |
| 08/09/2023 | GROUP ONE TRADING, L.P. | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | DEUTSCHE BANK AG\ | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | ROYAL BANK OF CANADA | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | RENAISSANCE TECHNOLOGIES LLC | 0 | $0 | -100.00% | 0.00% |
| 07/27/2023 | VICTORY CAPITAL MANAGEMENT INC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | AMERITAS INVESTMENT PARTNERS, INC. | 0 | $0 | -100.00% | 0.00% |
| 08/21/2023 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | EMINENCE CAPITAL, LP | 0 | $0 | -100.00% | 0.00% |
| 08/15/2023 | ALLIANCEBERNSTEIN L.P. | 0 | $0 | -100.00% | 0.00% |
| 08/08/2023 | RHUMBLINE ADVISERS | 0 | $0 | -100.00% | 0.00% |
| 08/07/2023 | PRINCIPAL FINANCIAL GROUP INC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | GLENVIEW CAPITAL MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | GEODE CAPITAL MANAGEMENT, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | PLATINUM EQUITY, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | MILLENNIUM MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | WETHERBY ASSET MANAGEMENT INC | 0 | $0 | -100.00% | 0.00% |
| 08/07/2023 | WOLVERINE ASSET MANAGEMENT LLC | 0 | $0 | -100.00% | 0.00% |
| 07/10/2023 | SG AMERICAS SECURITIES, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/08/2023 | BBR PARTNERS, LLC | 0 | $0 | -100.00% | 0.00% |
| 08/10/2023 | PROSHARE ADVISORS LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | BLACKROCK INC. | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | WALLEYE TRADING LLC | 0 | $0 | -100.00% | 0.00% |
| 08/03/2023 | AMG NATIONAL TRUST BANK | 0 | $0 | -100.00% | 0.00% |
| 08/03/2023 | BANK OF NEW YORK MELLON CORP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | CITADEL ADVISORS LLC | 0 | $0 | -100.00% | 0.00% |
| 08/11/2023 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0 | -100.00% | 0.00% |
| 08/14/2023 | TWO SIGMA ADVISERS, LP | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 4 institutional investors and hedge funds held shares of Doma Holdings Inc.. The most heavily invested institutionals were:
Hudson Structured Capital Management Ltd.: 2.13 M
Foundation Capital, LLC: 44.78 M
Serengeti Asset Management LP: 52,807
DSAM Partners (London) Ltd: 123,000
A. 0.03% of Doma Holdings Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 47.08 M shares in the last 24 months. This purchase volume represents approximately $284.86 M in transactions.
