Institutional Ownership Pnm Resources Inc (PNM)
This table provides information about the institutional ownership of Pnm Resources Inc (PNM). We have compiled data on the 320 institutions that hold shares in the stock, with a total of 85.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
818
shares
|
$34,061
0.0% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
764
shares
|
$31,812
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
764
shares
|
$31,812
0.01% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
675
shares
|
$28,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
658
shares
|
$27,399
0.01% of portfolio
|
Q4 2024
Added 150.19%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
622
shares
|
$25,900
0.0% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
614
shares
|
$25,566
0.0% of portfolio
|
Q2 2024
Reduced 23.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
569
shares
|
$23,693
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
536
shares
|
$22,319
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
500
shares
|
$20,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
449
shares
|
$18,696
0.0% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
445
shares
|
$18,529
0.0% of portfolio
|
Q4 2024
Added 52.92%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
408
shares
|
$16,989
0.0% of portfolio
|
Q4 2024
Added 568.85%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
400
shares
|
$16,656
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
389
shares
|
$16,197
0.0% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
348
shares
|
$14,490
0.0% of portfolio
|
Q3 2024
Added 141.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
330
shares
|
$13,741
0.0% of portfolio
|
Q3 2019
Reduced 82.12%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
300
shares
|
$12,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
280
shares
|
$11,659
0.0% of portfolio
|
Q2 2024
Added 273.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
263
shares
|
$10,951
0.0% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
258
shares
|
$10,743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
250
shares
|
$10,410
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
242
shares
|
$10,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
233
shares
|
$9,702
0.0% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
230
shares
|
$9,577
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|