Institutional Ownership Matthews Asia Fds Asia Innovat (MINV)
This table provides information about the institutional ownership of Matthews Asia Fds Asia Innovat (MINV). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 1.21 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
964,747
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
76,211
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
58,415
shares
|
$0
1.36% of portfolio
|
Q1 2023
Added 61.76%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
42,697
shares
|
$0
0.6% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
27,631
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
15,664
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
15,023
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,391
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,811
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,691
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
450
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|