Medley Management Inc (MDLY) Ownership

5.87 ↓0.01 (-0.26%)
As of July 2, 2021, 3:51pm EST.

Institutional Ownership

Citadel Advisors Llc is the biggest individual institutional holder of Medley Management Inc (MDLY), owning a total of 38 thousand shares. Combined, the top 13 institutional holders of MDLY own 2.69% of the company with a total of 82 thousand shares.

In the latest ownership report on June 30th 2021, the top 13 institutional holders decreased their combined ownership of MDLY by 63 thousand shares. 5 institutions bought 24,849 total additional shares and increased their ownership by an average of 29.28%. However 3 institutions sold 88,125 total shares and decreased their ownership by an average of 100%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Medley Management decreased by a net total of -63,276 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Citadel Advisors Llc1.257%98.045%38,49219,0562021-06-30
Vanguard Group Inc0.612%22.597%18,7233,4512021-06-30
Advisor Group Holdings, Inc.0.176%0.000%5,40002021-06-30
UBS Group AG0.088%25.778%2,7085552021-06-30
Tower Research Capital LLC0.057%0.000%1,7571,7572021-06-30
BlackRock Inc0.016%0.000%48202021-06-30
Meeder Asset Management Inc0.013%0.000%40902021-06-30
Advisory Services Network, LLC0.001%0.000%30302021-06-30
Squarepoint Ops LLC0.000%-100.000%0-13,1952021-06-30
American Financial Group Inc0.000%-100.000%0-57,9102021-06-30
Wells Fargo & Co0.000%-100.000%0-17,0202021-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Citadel Advisors Llc1.257%98.045%38,49219,0562021-06-30
Vanguard Group Inc0.612%22.597%18,7233,4512021-06-30
Virtu Financial LLC0.471%-11.316%14,428-1,8412021-03-31
Advisor Group Holdings, Inc.0.176%0.000%5,40002021-06-30
UBS Group AG0.088%25.778%2,7085552021-06-30
Tower Research Capital LLC0.057%0.000%1,7571,7572021-06-30
BlackRock Inc0.016%0.000%48202021-06-30
Meeder Asset Management Inc0.013%0.000%40902021-06-30
Advisory Services Network, LLC0.001%0.000%30302021-06-30
Squarepoint Ops LLC0.000%-100.000%0-13,1952021-06-30
American Financial Group Inc0.000%-100.000%0-57,9102021-06-30
Wells Fargo & Co0.000%-100.000%0-17,0202021-06-30
Woodbury Financial Services Inc0.000%-100.000%0-1282021-03-31

Mutual Fund Ownership

Shelton BDC Income Institutional is the biggest individual fund holder of Medley Management Inc (MDLY), owning a total of 2 thousand shares. Combined, the top 5 mutual fund holders of MDLY own 0.07% of the company with a total of 2 thousand shares.

In the latest ownership report on September 30th 2021, the top 5 fund holders increased their combined ownership of MDLY by 52 shares. 2 funds bought 52 total additional shares and increased their ownership by an average of 0.00%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Medley Management increased by a net total of 52 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Meeder Muirfield Retail0.008%0.000%23502021-09-30
Meeder Balanced Retail0.003%0.000%10102021-09-30
Meeder Moderate Allocation Retail0.001%0.000%27272021-09-30
Meeder Conservative Allocation Retail0.001%0.000%25252021-09-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Shelton BDC Income Institutional0.061%0.000%1,86302021-06-30
Meeder Muirfield Retail0.008%0.000%23502021-09-30
Meeder Balanced Retail0.003%0.000%10102021-09-30
Meeder Moderate Allocation Retail0.001%0.000%27272021-09-30
Meeder Conservative Allocation Retail0.001%0.000%25252021-09-30

Discussions

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BretJohns

$MDLY who here can't stand the CEO?

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