Institutional Ownership Jbg Smith Properties (JBGS)
This table provides information about the institutional ownership of Jbg Smith Properties (JBGS). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
31
shares
|
$508
0.0% of portfolio
|
Q3 2023
Added 158.33%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
27
shares
|
$443
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
25
shares
|
$410
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
22
shares
|
$361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$328
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
16
shares
|
$262
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
7
shares
|
$114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
6
shares
|
$98
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
5
shares
|
$82
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$82
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$65
0.0% of portfolio
|
Q2 2024
Reduced 77.78%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$32
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2
shares
|
$32
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q2 2023
Reduced 96.15%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q1 2023
Reduced 99.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|