Evergreen Wealth Management, LLC Diamond Hill Investment Group Inc Transaction History
Evergreen Wealth Management, LLC
- $166 Billion
- Q3 2024
A detailed history of Evergreen Wealth Management, LLC transactions in Diamond Hill Investment Group Inc stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 26,454 shares of DHIL stock, worth $4.12 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
26,454
Previous 16,316
62.14%
Holding current value
$4.12 Million
Previous $2.3 Billion
86.16%
% of portfolio
2.57%
Previous 1.52%
Shares
6 transactions
Others Institutions Holding DHIL
# of Institutions
133Shares Held
1.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY255KShares$39.8 Million0.0% of portfolio
-
Royce & Associates LP167KShares$26 Million0.26% of portfolio
-
Vanguard Group Inc Valley Forge, PA166KShares$25.9 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny96.4KShares$15 Million0.02% of portfolio
-
State Street Corp Boston, MA82.4KShares$12.8 Million0.0% of portfolio
About DIAMOND HILL INVESTMENT GROUP INC
- Ticker DHIL
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 3,015,860
- Market Cap $470M
- Description
- Diamond Hill Investment Group, Inc., through its subsidiary, Diamond Hill Capital Management, Inc., provides investment advisory and fund administration services in the United States. It sponsors, distributes, and offers investment advisory and related services to its clients through pooled investment vehicles, including the Diamond Hill Funds, ...