HBB / Hamilton Beach Brands Holding Company - Institutionellt ägande - Köpare

Hamilton Beach Brands Holding Company
US ˙ NYSE ˙ US40701T1043

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Hamilton Beach Brands Holding Company inkluderar M&t Bank Corp, STMSX - Simt Tax-managed Small/mid Cap Fund Class F, USCRX - Cornerstone Moderately Aggressive Fund, UCAGX - Cornerstone Aggressive Fund, NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6, och Raymond James Financial Inc .

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.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 800 86,67 55 120,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 5 766 15,11 103 6,19
2025-07-15 13F North Star Investment Management Corp. 253 600 0,40 4 537 −7,58
2025-08-14 13F Royal Bank Of Canada 29 852 40,13 534 28,99
2025-08-14 13F/A Barclays Plc 21 873 23,62 0
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 7 790 27,70 139 17,80
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 11 906 196,32 236 245,59
2025-08-14 13F Lazard Asset Management Llc 39 507 4,37 1
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 898 4,01 338 −4,25
2025-07-28 13F Ritholtz Wealth Management 26 670 49,24 477 37,46
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 12 990 1,30 232 −6,83
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 3 895 62,29 70 50,00
2025-08-07 13F Navellier & Associates Inc 14 899 3,33 267 27,27
2025-08-12 13F Dimensional Fund Advisors Lp 404 844 1,22 7 243 −6,81
2025-08-13 13F EverSource Wealth Advisors, LLC 83 453,33 1
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 518 11,62 30 30,43
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 210 4
2025-08-14 13F Ameriprise Financial Inc 446 893 0,21 7 995 −7,74
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 135 580 6,02 2 477 −0,60
2025-08-14 13F State Street Corp 133 725 31,81 2 392 21,36
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 78 672 1,03 1 407 −7,01
2025-08-08 13F Bailard, Inc. 14 403 25,64 258 15,77
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 1 707 31
2025-07-28 NP HDG - ProShares Hedge Replication ETF 11 10,00 0
2025-08-12 13F American Century Companies Inc 217 349 6,54 3 888 −1,89
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71 884 3,30 1 286 −4,88
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 930 2,54 18 20,00
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 4 252 76,07 83 105,00
2025-07-24 13F IFP Advisors, Inc 0 0
2025-08-15 13F Morgan Stanley 47 262 62,64 846 49,82
2025-08-13 13F Victory Capital Management Inc 30 274 3 591,95 542 6 662,50
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20 221 0,18 400 15,94
2025-08-13 13F M&t Bank Corp 21 500 385
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47 162 17,62 934 36,01
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 1 840 318,18 33 300,00
2025-08-13 13F First Trust Advisors Lp 18 898 4,01 338 −4,25
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 2 891 776,06 52 750,00
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 343 7,07 152 0,66
2025-08-12 13F O'shaughnessy Asset Management, Llc 65 306 34,69 1 168 23,99
2025-08-14 13F Raymond James Financial Inc 150 3
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41 263 8,95 754 2,03
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 189 172 4,78 3 456 −1,76
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 395 15,25 285 33,80
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 784 27,07 14 27,27
2025-07-31 13F Nisa Investment Advisors, Llc 218 225,37 4 200,00
2025-07-17 13F Janney Montgomery Scott LLC 42 455 0,03 1
2025-03-19 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 14 943 57,29 256 174,19
2025-08-14 13F Jane Street Group, Llc 18 229 44,55 326 33,06
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 25 114 10,68 497 28,09
2025-06-27 NP RSSL - Global X Russell 2000 ETF 4 941 5,98 98 22,78
2025-08-14 13F Bridgeway Capital Management Inc 111 900 0,15 2 002 −7,79
2025-07-28 NP VCSLX - Small Cap Index Fund 3 983 27,37 73 20,00
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 4 319 79
2025-08-04 13F Strs Ohio 20 400 7,37 365 −1,36
2025-08-08 13F/A Sterling Capital Management LLC 231 63,83 4 100,00
2025-08-15 13F Tower Research Capital LLC (TRC) 2 775 305,70 50 276,92
2025-07-25 13F Cwm, Llc 54 342 0,02 1 −100,00
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 83 216 0,18 1 648 15,90
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 10 893 195
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4 388 2,72 79 −6,02
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 51 732 9,31 925 0,65
2025-08-11 13F Empowered Funds, LLC 51 800 9,45 927 0,76
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 740 68,18 13 62,50
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 54 813 8,84 1 085 26,02
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 475 13,64 8 0,00
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