Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schneider Electric S.E. - Depositary Receipt (Common Stock) inkluderar Zevin Asset Management Llc, Liberty Wealth Management Llc, AIWEX - World Energy Fund Institutional, Myriad Asset Management US LP, Trivant Custom Portfolio Group, LLC, BFSIX - BFS Equity Fund Institutional Class, Fedenia Advisers LLC, ENDW - Cambria Endowment Style ETF, Nbc Securities, Inc., TEC - Harbor Transformative Technologies ETF, och Salomon & Ludwin, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 28 864 | 19,57 | 1 541 | 38,99 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 763 | 88 | ||||||
| 2025-07-29 | NP | FFND - The Future Fund Active ETF | 14 681 | 18,24 | 736 | 22,87 | ||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 146 234 | 8 | ||||||
| 2025-03-27 | NP | PTIN - Pacer Trendpilot International ETF | 23 370 | 1,13 | 1 179 | 6,03 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 400 | 21 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 64 | 3 | ||||||
| 2025-07-23 | 13F | Kidder Stephen W | 139 789 | 0,54 | 7 462 | 16,87 | ||||
| 2025-08-12 | 13F | Rhumbline Advisers | 59 249 | 0,45 | 3 163 | 16,77 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 843 | 0 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 3 967 | 212 | ||||||
| 2025-07-11 | 13F | Cardinal Capital Management, Inc. | 381 875 | 6 793,05 | 20 384 | 7 925,20 | ||||
| 2025-07-30 | 13F | Rnc Capital Management Llc | 6 497 | 11,31 | 347 | 29,10 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 593 | 89,64 | 84 | 121,05 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 18 444 | 985 | ||||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 36 231 | 1 | ||||||
| 2025-06-27 | NP | TEC - Harbor Transformative Technologies ETF | 791 | 37 | ||||||
| 2025-07-23 | 13F | Notis-McConarty Edward | 79 564 | 1,82 | 4 247 | 18,37 | ||||
| 2025-07-25 | 13F | Delaney Dennis R | 95 215 | 2,15 | 5 083 | 18,74 | ||||
| 2025-06-27 | NP | SPWO - SP Funds S&P World (ex-US) ETF | 8 839 | 33,50 | 409 | 22,16 | ||||
| 2025-04-29 | NP | BFSIX - BFS Equity Fund Institutional Class | 10 000 | 482 | ||||||
| 2025-07-23 | 13F | Dempze Nancy E | 88 445 | 2,54 | 4 721 | 19,22 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 7 393 | 395 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 56 608 | 0,91 | 3 | 50,00 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 128 132 | 45,65 | 6 792 | 69,59 | ||||
| 2025-06-17 | NP | GSBIX - Goldman Sachs Income Builder Fund Institutional | 180 088 | 0,23 | 8 333 | −8,12 | ||||
| 2025-08-29 | NP | DIVGX - Guardian Dividend Growth Fund Class I | 22 031 | 22,20 | 1 176 | 42,20 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 25 191 | 1 345 | ||||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 11 530 | 27,69 | 615 | 48,55 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 283 | 15 | ||||||
| 2025-07-25 | NP | AIWEX - World Energy Fund Institutional | 30 000 | 1 504 | ||||||
| 2025-07-28 | 13F | Elefante Mark B | 62 982 | 3,24 | 3 362 | 19,99 | ||||
| 2025-07-23 | 13F | Somerville Kurt F | 260 863 | 3,00 | 13 925 | 19,74 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7 353 | 25,31 | 393 | 45,72 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 32 | 2 | ||||||
| 2025-08-27 | NP | ACIFX - Advisors Capital International Fund | 10 200 | 88,89 | 544 | 120,24 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 633 444 | 2,10 | 33 813 | 18,68 |
