Purchases and Sales Made in Q2 2025 in Hamilton Beach Brands Holding CO (HBB)
This table provides information about the institutional ownership of Hamilton Beach Brands Holding CO (HBB) during Q2 2025. The information is specifically focused on institutions that hold shares of Hamilton Beach Brands Holding Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
32.3K+ 31.81% |
$450K - $656K
|
134K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
30.3KNew |
$422K - $616K
|
30.3K
$442K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
28.1KNew |
$392K - $572K
|
28.1K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
21.5KNew |
$299K - $437K
|
21.5K
$314K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.2K+ 62.64% |
$254K - $370K
|
47.3K
$690K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.8K+ 34.69% |
$234K - $342K
|
65.3K
$953K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
13.3K+ 6.54% |
$186K - $271K
|
217K
$3.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.8K+ 49.24% |
$123K - $179K
|
26.7K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.55K+ 40.13% |
$119K - $174K
|
29.9K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.62K+ 44.55% |
$78.3K - $114K
|
18.2K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.88K+ 1.22% |
$68K - $99.3K
|
405K
$5.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.47K+ 9.45% |
$62.3K - $91K
|
51.8K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.18K+ 23.62% |
$58.2K - $85K
|
21.9K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.94K+ 25.64% |
$40.9K - $59.8K
|
14.4K
$210K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.2K+ 61.56% |
$30.6K - $44.7K
|
5.77K
$84.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.09K+ 305.7% |
$29.1K - $42.5K
|
2.78K
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.65K+ 4.37% |
$23K - $33.6K
|
39.5K
$577K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
1.4K+ 7.37% |
$19.5K - $28.5K
|
20.4K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 0.4% |
$13.9K - $20.3K
|
254K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
932+ 0.21% |
$13K - $19K
|
447K
$6.52M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
729+ 4.01% |
$10.2K - $14.8K
|
18.9K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
480+ 3.33% |
$6.69K - $9.76K
|
14.9K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
172+ 0.15% |
$2.4K - $3.5K
|
112K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
151+ 225.37% |
$2.1K - $3.07K
|
218
$3.18K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150New |
$2.09K - $3.05K
|
150
$2.19K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
90+ 63.83% |
$1.25K - $1.83K
|
231
$3.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
68+ 453.33% |
$947 - $1.38K
|
83
$1.21K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12+ 0.03% |
$167 - $244
|
42.5K
$620K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9+ 0.02% |
$125 - $183
|
54.3K
$793K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 10.34% |
$41.8 - $61
|
26
$380
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-16- 9.76% |
$223 - $325
|
148
$2.16K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-42- 0.27% |
$585 - $854
|
15.4K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-55- 76.39% |
$766 - $1.12K
|
17
$248
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-115- 15.69% |
$1.6K - $2.34K
|
618
$9.02K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-188- 2.06% |
$2.62K - $3.82K
|
8.96K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-296- 6.02% |
$4.12K - $6.02K
|
4.62K
$67.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-491- 10.57% |
$6.84K - $9.99K
|
4.16K
$60.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-514- 4.08% |
$7.16K - $10.5K
|
12.1K
$176K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-551- 3.53% |
$7.68K - $11.2K
|
15.1K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-700- 2.87% |
$9.75K - $14.2K
|
23.7K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-958- 19.59% |
$13.3K - $19.5K
|
3.93K
$57.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.37K- 16.22% |
$19.1K - $27.9K
|
7.08K
$103K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.44K- 28.75% |
$20.1K - $29.3K
|
3.57K
$52.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.6K- 2.64% |
$22.3K - $32.6K
|
59.1K
$863K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.87K- 4.19% |
$26K - $37.9K
|
42.6K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.22K- 9.29% |
$31K - $45.2K
|
21.7K
$317K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.31K- 6.08% |
$32.2K - $47K
|
35.7K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.26K- 57.44% |
$45.4K - $66.3K
|
2.41K
$35.2K
|