Institutional Ownership Energy Recovery, Inc. (ERII)
This table provides information about the institutional ownership of Energy Recovery, Inc. (ERII). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $578 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,000
shares
|
$13,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
774
shares
|
$10,270
0.0% of portfolio
|
Q1 2025
Added 86.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
746
shares
|
$9,899
0.0% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
500
shares
|
$6,635
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
484
shares
|
$6,422
0.0% of portfolio
|
Q1 2025
Reduced 59.5%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
444
shares
|
$5,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
300
shares
|
$3,981
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
290
shares
|
$3,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
262
shares
|
$3,476
0.0% of portfolio
|
Q1 2025
Added 15.93%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
253
shares
|
$3,357
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
183
shares
|
$2,428
0.0% of portfolio
|
Q1 2025
Added 289.36%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
167
shares
|
$2,216
0.0% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
135
shares
|
$1,791
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
100
shares
|
$1,327
0.0% of portfolio
|
Q2 2020
Reduced 95.24%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
100
shares
|
$1,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
100
shares
|
$1,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
73
shares
|
$968
0.0% of portfolio
|
Q1 2025
Added 508.33%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
68
shares
|
$902
0.0% of portfolio
|
Q1 2025
Reduced 38.74%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
64
shares
|
$849
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
63
shares
|
$836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
62
shares
|
$822
0.0% of portfolio
|
Q2 2022
Reduced 10.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
61
shares
|
$809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
58
shares
|
$769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
46
shares
|
$610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
41
shares
|
$544
0.0% of portfolio
|
Q1 2025
Added 156.25%
|