Institutional Ownership Aegon Nv (AEG)
This table provides information about the institutional ownership of Aegon Nv (AEG). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 537,901 shares, which have been reported (via 13F filing form) to have a value of $3.47 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
122,379
shares
|
$790,568
0.04% of portfolio
|
Q2 2022
Reduced -0.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
81,268
shares
|
$524,991
0.03% of portfolio
|
Q2 2022
Reduced 16.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
72,069
shares
|
$465,565
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
66,511
shares
|
$429,661
0.01% of portfolio
|
Q3 2023
Reduced 14.1%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
50,318
shares
|
$325,054
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
49,169
shares
|
$317,631
0.01% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
42,154
shares
|
$272,314
0.01% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,758
shares
|
$134,096
0.0% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,049
shares
|
$97,216
0.01% of portfolio
|
Q3 2022
Reduced 13.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,458
shares
|
$86,938
0.01% of portfolio
|
Q3 2022
Reduced 4.3%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,839
shares
|
$24,799
0.0% of portfolio
|
Q2 2022
Reduced 62.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
644
shares
|
$4,160
0.0% of portfolio
|
Q1 2020
Added 180.12%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
276
shares
|
$1,782
0.0% of portfolio
|
Q3 2021
Reduced 8.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8
shares
|
$51
0.0% of portfolio
|
Q1 2016
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1
shares
|
$6
0.0% of portfolio
|
Q4 2023
Reduced 99.6%
|
|