Institutional Ownership Agilon Health, Inc. (AGL)
This table provides information about the institutional ownership of Agilon Health, Inc. (AGL). We have compiled data on the 242 institutions that hold shares in the stock, with a total of 399 Million shares, which have been reported (via 13F filing form) to have a value of $787 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
126
shares
|
$248
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
114
shares
|
$224
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
97
shares
|
$191
0.0% of portfolio
|
Q3 2024
Reduced 97.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
75
shares
|
$147
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
68
shares
|
$133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
59
shares
|
$116
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
42
shares
|
$82
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$59
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
18
shares
|
$35
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
17
shares
|
$33
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
9
shares
|
$17
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
8
shares
|
$15
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4
shares
|
$7
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
4
shares
|
$7
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
2
shares
|
$3
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2
shares
|
$3
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|