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 238 institutions that hold shares in the stock, with a total of 6.73 Million shares, which have been reported (via 13F filing form) to have a value of $383 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,336
shares
|
$246,675
0.01% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
4,225
shares
|
$240,360
0.17% of portfolio
|
Q4 2023
Reduced 6.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,212
shares
|
$239,620
0.0% of portfolio
|
Q3 2024
Reduced 25.39%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,208
shares
|
$239,393
0.03% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
3,950
shares
|
$224,715
0.01% of portfolio
|
Q3 2024
Reduced 27.04%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
3,938
shares
|
$224,032
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
3,900
shares
|
$221,871
0.03% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,845
shares
|
$218,742
0.0% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
3,783
shares
|
$215,214
0.23% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
3,766
shares
|
$214,247
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
3,755
shares
|
$213,621
0.02% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,707
shares
|
$210,891
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
3,666
shares
|
$208,558
0.09% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
3,651
shares
|
$207,705
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,616
shares
|
$205,714
0.0% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
3,613
shares
|
$205,543
0.12% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,580
shares
|
$203,666
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,578
shares
|
$203,552
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
3,529
shares
|
$200,764
0.06% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,409
shares
|
$193,938
0.0% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2,988
shares
|
$169,987
0.0% of portfolio
|
Q4 2023
Reduced 5.92%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,802
shares
|
$159,405
0.24% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
2,600
shares
|
$147,914
0.02% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,590
shares
|
$147,345
0.0% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,500
shares
|
$142,225
0.0% of portfolio
|
Q3 2024
New holding
|