Purchases and Sales Made in Q1 2025 in Kadant Inc (KAI)
This table provides information about the institutional ownership of Kadant Inc (KAI) during Q1 2025. The information is specifically focused on institutions that hold shares of KADANT INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
134+ 2.67% |
$44.9K - $53.4K
|
5.16K
$1.68M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123+ 11.04% |
$41.2K - $49K
|
1.24K
$404K
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
111+ 1.73% |
$37.2K - $44.2K
|
6.52K
$2.13M
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
100+ 14.29% |
$33.5K - $39.8K
|
800
$261K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
97+ 16.22% |
$32.5K - $38.6K
|
695
$227K
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
97+ 5.31% |
$32.5K - $38.6K
|
1.92K
$629K
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
95+ 13.27% |
$31.9K - $37.8K
|
811
$265K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
89New |
$29.8K - $35.5K
|
89
$29.1K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
86+ 7.92% |
$28.8K - $34.3K
|
1.17K
$383K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
83+ 3.71% |
$27.8K - $33.1K
|
2.32K
$759K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
83+ 23.12% |
$27.8K - $33.1K
|
442
$144K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
74+ 1.26% |
$24.8K - $29.5K
|
5.94K
$1.94M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72+ 8.62% |
$24.1K - $28.7K
|
907
$296K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72+ 4.62% |
$24.1K - $28.7K
|
1.63K
$532K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
69+ 0.07% |
$23.1K - $27.5K
|
96.2K
$31.4M
|
|
May 15, 2025
Q1 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
60New |
$20.1K - $23.9K
|
60
$19.6K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57+ 7.32% |
$19.1K - $22.7K
|
836
$273K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
50+ 50.0% |
$16.8K - $19.9K
|
150
$49K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
50+ 3.89% |
$16.8K - $19.9K
|
1.33K
$436K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
48+ 6.27% |
$16.1K - $19.1K
|
814
$266K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
43+ 5.09% |
$14.4K - $17.1K
|
888
$290K
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
43+ 0.35% |
$14.4K - $17.1K
|
12.3K
$4.01M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40+ 5.56% |
$13.4K - $15.9K
|
760
$248K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
39+ 2.22% |
$13.1K - $15.5K
|
1.8K
$587K
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
39+ 5.4% |
$13.1K - $15.5K
|
761
$249K
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
38+ 118.75% |
$12.7K - $15.1K
|
70
$22.9K
|
|
Apr 09, 2025
Q1 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
30+ 0.09% |
$10.1K - $12K
|
32.5K
$10.6M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
29New |
$9.72K - $11.6K
|
29
$9.48K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
23+ 41.07% |
$7.71K - $9.16K
|
79
$25.8K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
21New |
$7.04K - $8.37K
|
21
$6.86K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
20+ 1.01% |
$6.71K - $7.97K
|
1.99K
$652K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 1900.0% |
$6.37K - $7.57K
|
20
$6.54K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18+ 2.93% |
$6.04K - $7.17K
|
632
$207K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 3.19% |
$5.36K - $6.37K
|
518
$169K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16New |
$5.36K - $6.37K
|
16
$5.23K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$4.69K - $5.58K
|
14
$4.57K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13New |
$4.36K - $5.18K
|
13
$4.25K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
10New |
$3.35K - $3.98K
|
10
$3.27K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
9New |
$3.02K - $3.59K
|
9
$2.94K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 52.94% |
$3.02K - $3.59K
|
26
$8.5K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 1.11% |
$2.68K - $3.19K
|
728
$238K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7New |
$2.35K - $2.79K
|
7
$2.29K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 100.0% |
$2.01K - $2.39K
|
12
$3.92K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6New |
$2.01K - $2.39K
|
6
$1.96K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.68K - $1.99K
|
5
$1.63K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$1.01K - $1.2K
|
3
$980
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3New |
$1.01K - $1.2K
|
3
$980
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2+ 4.0% |
$671 - $797
|
52
$17K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$671 - $797
|
2.85K
$932K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 4.17% |
$671 - $797
|
50
$16.3K
|