Institutional Ownership Sanfilippo John B & Son Inc (JBSS)
This table provides information about the institutional ownership of Sanfilippo John B & Son Inc (JBSS). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 8.1 Million shares, which have been reported (via 13F filing form) to have a value of $587 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
163
shares
|
$11,802
0.0% of portfolio
|
Q4 2024
Added 219.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
151
shares
|
$10,933
0.0% of portfolio
|
Q1 2020
Reduced 50.33%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
128
shares
|
$9,268
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
107
shares
|
$7,747
0.0% of portfolio
|
Q4 2024
Added 3466.67%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
100
shares
|
$7,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
99
shares
|
$7,168
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
75
shares
|
$5,430
0.0% of portfolio
|
Q4 2024
Added 41.51%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
60
shares
|
$4,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
60
shares
|
$4,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
54
shares
|
$3,910
0.0% of portfolio
|
Q4 2024
Reduced 28.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
51
shares
|
$3,692
0.0% of portfolio
|
Q4 2024
Reduced 66.23%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
50
shares
|
$3,620
0.0% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
48
shares
|
$3,475
0.0% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
44
shares
|
$3,186
0.0% of portfolio
|
Q4 2024
Reduced 46.99%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
43
shares
|
$3,113
0.0% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
36
shares
|
$2,606
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
24
shares
|
$1,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
21
shares
|
$1,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
20
shares
|
$1,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
9
shares
|
$651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
9
shares
|
$651
0.0% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9
shares
|
$651
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
7
shares
|
$506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
6
shares
|
$434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
6
shares
|
$434
0.0% of portfolio
|
Q4 2023
Reduced 82.35%
|