Institutional Ownership Fate Therapeutics Inc (FATE)
This table provides information about the institutional ownership of Fate Therapeutics Inc (FATE). We have compiled data on the 144 institutions that hold shares in the stock, with a total of 96.8 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
686
shares
|
$788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
633
shares
|
$727
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
498
shares
|
$572
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
300
shares
|
$345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
285
shares
|
$327
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
255
shares
|
$293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
225
shares
|
$258
0.0% of portfolio
|
Q4 2021
Added 18.42%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
115
shares
|
$132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
115
shares
|
$132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
95
shares
|
$109
0.0% of portfolio
|
Q4 2021
Reduced 33.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
70
shares
|
$80
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
60
shares
|
$69
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35
shares
|
$40
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
31
shares
|
$35
0.0% of portfolio
|
Q4 2024
Added 138.46%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4
shares
|
$4
0.0% of portfolio
|
Q4 2024
Reduced 90.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|