Institutional Ownership Robo Global Robotics And Autom (ROBO)
This table provides information about the institutional ownership of Robo Global Robotics And Autom (ROBO). We have compiled data on the 244 institutions that hold shares in the stock, with a total of 6.08 Million shares, which have been reported (via 13F filing form) to have a value of $409 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
6,275
shares
|
$422,621
0.0% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,077
shares
|
$409,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,807
shares
|
$391,101
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
5,665
shares
|
$381,537
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
5,600
shares
|
$377,159
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,530
shares
|
$372,445
0.02% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
5,437
shares
|
$366,181
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,353
shares
|
$360,524
0.0% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
5,300
shares
|
$356,954
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
5,222
shares
|
$351,701
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
5,211
shares
|
$350,960
0.01% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,133
shares
|
$345,707
0.0% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
5,078
shares
|
$342,003
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,961
shares
|
$334,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,883
shares
|
$328,870
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,815
shares
|
$324,290
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,620
shares
|
$311,157
0.13% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
4,596
shares
|
$309,540
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,540
shares
|
$305,769
0.06% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,501
shares
|
$303,142
0.0% of portfolio
|
Q3 2025
Added 16.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,382
shares
|
$295,127
0.0% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,350
shares
|
$292,972
0.02% of portfolio
|
Q2 2023
Added 2.35%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,290
shares
|
$288,931
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
4,237
shares
|
$285,361
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
4,110
shares
|
$276,808
0.04% of portfolio
|
Q1 2025
Added 0.54%
|