Institutional Ownership Patria Investments LTD (PAX)
This table provides information about the institutional ownership of Patria Investments LTD (PAX). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $505 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
513
shares
|
$7,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
501
shares
|
$6,943
0.0% of portfolio
|
Q2 2025
Added 47.79%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
341
shares
|
$4,726
0.0% of portfolio
|
Q2 2025
Added 821.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
290
shares
|
$4,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
236
shares
|
$3,270
0.0% of portfolio
|
Q1 2025
Reduced 89.66%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
211
shares
|
$2,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
195
shares
|
$2,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
177
shares
|
$2,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
150
shares
|
$2,079
0.0% of portfolio
|
Q2 2025
Added 275.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
145
shares
|
$2,009
0.0% of portfolio
|
Q2 2025
Added 154.39%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
130
shares
|
$1,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
116
shares
|
$1,607
0.0% of portfolio
|
Q2 2025
Reduced 52.07%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
95
shares
|
$1,316
0.0% of portfolio
|
Q2 2025
Reduced 72.54%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
36
shares
|
$498
0.0% of portfolio
|
Q2 2025
Reduced 87.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
34
shares
|
$471
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
31
shares
|
$429
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
31
shares
|
$429
0.0% of portfolio
|
Q1 2025
Added 34.78%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
7
shares
|
$97
0.0% of portfolio
|
Q2 2025
Reduced 78.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|