Institutional Ownership Powell Industries Inc (POWL)
This table provides information about the institutional ownership of Powell Industries Inc (POWL). We have compiled data on the 370 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
40
shares
|
$7,286
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
39
shares
|
$7,104
0.0% of portfolio
|
Q1 2025
Reduced 79.14%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
35
shares
|
$6,375
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
34
shares
|
$6,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
34
shares
|
$6,193
0.0% of portfolio
|
Q1 2025
Added 41.67%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
31
shares
|
$5,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$5,464
0.0% of portfolio
|
Q1 2025
Added 76.47%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
29
shares
|
$5,282
0.0% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
27
shares
|
$4,918
0.0% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
23
shares
|
$4,189
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
23
shares
|
$4,189
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
21
shares
|
$3,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19
shares
|
$3,461
0.0% of portfolio
|
Q1 2025
Added 280.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
18
shares
|
$3,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
17
shares
|
$3,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
16
shares
|
$2,914
0.0% of portfolio
|
Q1 2025
Reduced 91.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
13
shares
|
$2,368
0.0% of portfolio
|
Q1 2025
Added 333.33%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
13
shares
|
$2,368
0.0% of portfolio
|
Q1 2025
Added 333.33%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
9
shares
|
$1,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q3 2024
Reduced 83.67%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
7
shares
|
$1,275
0.0% of portfolio
|
Q1 2025
Reduced 99.68%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
7
shares
|
$1,275
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
6
shares
|
$1,092
0.0% of portfolio
|
Q3 2024
New holding
|