Purchases and Sales Made in Q4 2024 in First Service Corp (FSV)
This table provides information about the institutional ownership of First Service Corp (FSV) during Q4 2024. The information is specifically focused on institutions that hold shares of FirstService Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
471+ 5.1% |
$83K - $92.8K
|
9.71K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
446+ 158.16% |
$78.6K - $87.9K
|
728
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
433+ 20.36% |
$76.3K - $85.3K
|
2.56K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
416New |
$73.3K - $82K
|
416
$70.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
305+ 1.92% |
$53.7K - $60.1K
|
16.2K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
255New |
$44.9K - $50.2K
|
255
$43.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
233+ 1.04% |
$41K - $45.9K
|
22.6K
$3.84M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
159New |
$28K - $31.3K
|
159
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
151+ 6.5% |
$26.6K - $29.8K
|
2.47K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
102+ 0.48% |
$18K - $20.1K
|
21.2K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
95+ 7.49% |
$16.7K - $18.7K
|
1.36K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
94+ 7.15% |
$16.6K - $18.5K
|
1.41K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
94+ 7.79% |
$16.6K - $18.5K
|
1.3K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
91+ 5.37% |
$16K - $17.9K
|
1.79K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68+ 4.74% |
$12K - $13.4K
|
1.5K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
67New |
$11.8K - $13.2K
|
67
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
56+ 4.38% |
$9.87K - $11K
|
1.33K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55New |
$9.69K - $10.8K
|
55
$9.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 5.36% |
$8.81K - $9.85K
|
983
$168K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49New |
$8.63K - $9.66K
|
49
$8.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47+ 2.68% |
$8.28K - $9.26K
|
1.8K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
45+ 1.14% |
$7.93K - $8.87K
|
4.01K
$683K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
44New |
$7.75K - $8.67K
|
44
$7.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 1.43% |
$7.4K - $8.28K
|
2.97K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38+ 38.78% |
$6.69K - $7.49K
|
136
$23.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35+ 269.23% |
$6.17K - $6.9K
|
48
$8.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33+ 1.23% |
$5.81K - $6.5K
|
2.72K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
29+ 2.4% |
$5.11K - $5.71K
|
1.24K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
23New |
$4.05K - $4.53K
|
23
$3.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22+ 6.06% |
$3.88K - $4.34K
|
385
$65.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
20+ 0.05% |
$3.52K - $3.94K
|
36.9K
$6.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 18.87% |
$3.52K - $3.94K
|
126
$21.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
19+ 0.33% |
$3.35K - $3.74K
|
5.71K
$973K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15+ 2.79% |
$2.64K - $2.96K
|
553
$94.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 43.75% |
$2.47K - $2.76K
|
46
$7.84K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14+ 0.72% |
$2.47K - $2.76K
|
1.95K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14New |
$2.47K - $2.76K
|
14
$2.39K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
10New |
$1.76K - $1.97K
|
10
$1.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 5.71% |
$1.76K - $1.97K
|
185
$31.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
8New |
$1.41K - $1.58K
|
8
$1.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.29% |
$1.41K - $1.58K
|
2.78K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8+ 100.0% |
$1.41K - $1.58K
|
16
$2.73K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 2.75% |
$1.23K - $1.38K
|
262
$44.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 22.73% |
$881 - $985
|
27
$4.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 28.57% |
$352 - $394
|
9
$1.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2New |
$352 - $394
|
2
$341
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1+ 5.26% |
$176 - $197
|
20
$3.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 10.0% |
$176 - $197
|
9
$1.53K
|