Institutional Ownership Kadant Inc (KAI)
This table provides information about the institutional ownership of Kadant Inc (KAI). We have compiled data on the 295 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
3
shares
|
$1,041
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3
shares
|
$1,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3
shares
|
$1,041
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3
shares
|
$1,041
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3
shares
|
$1,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
2
shares
|
$694
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
2
shares
|
$694
0.0% of portfolio
|
Q2 2022
Reduced 94.44%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1
shares
|
$347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|