Institutional Ownership First Service Corp (FSV)
This table provides information about the institutional ownership of First Service Corp (FSV). We have compiled data on the 320 institutions that hold shares in the stock, with a total of 31 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
20
shares
|
$3,302
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
20
shares
|
$3,302
0.0% of portfolio
|
Q4 2024
Reduced 98.65%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
19
shares
|
$3,137
0.0% of portfolio
|
Q2 2024
Added 280.0%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
19
shares
|
$3,137
0.0% of portfolio
|
Q1 2023
Added 26.67%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$2,641
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$2,311
0.0% of portfolio
|
Q3 2023
Reduced 6.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
14
shares
|
$2,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
12
shares
|
$1,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
10
shares
|
$1,651
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
10
shares
|
$1,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
9
shares
|
$1,486
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
9
shares
|
$1,486
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
8
shares
|
$1,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$495
0.06% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
3
shares
|
$495
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2
shares
|
$330
0.0% of portfolio
|
Q4 2024
Reduced 99.73%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2
shares
|
$330
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2
shares
|
$330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|