Institutional Ownership Julius Baer Group LTD Unsponso (JBAXY)
This table provides information about the institutional ownership of Julius Baer Group LTD Unsponso (JBAXY). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 66,656 shares, which have been reported (via 13F filing form) to have a value of $806,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rhumbline Advisers
Boston, MA |
Aug 01, 2024 Q2 2024 |
35,928
shares
|
$434,728
0.0% of portfolio
|
Q2 2024
Added 24.17%
|
|
|
Henry James International Management Inc.
|
Jul 12, 2024 Q2 2024 |
12,888
shares
|
$155,944
0.05% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
10,337
shares
|
$125,077
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
2,688
shares
|
$32,524
0.0% of portfolio
|
Q3 2024
Added 31.51%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 12, 2024 Q2 2024 |
2,100
shares
|
$25,410
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,647
shares
|
$19,928
0.0% of portfolio
|
Q2 2024
Reduced 14.57%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
862
shares
|
$10,430
0.0% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
578
shares
|
$6,993
0.0% of portfolio
|
Q2 2023
Reduced 20.39%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
272
shares
|
$3,291
0.0% of portfolio
|
Q2 2024
New holding
|