Institutional Ownership Resideo Technologies, Inc. (REZI)
This table provides information about the institutional ownership of Resideo Technologies, Inc. (REZI). We have compiled data on the 417 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
32
shares
|
$824
0.0% of portfolio
|
Q1 2020
Reduced 43.86%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
32
shares
|
$824
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
30
shares
|
$773
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
29
shares
|
$747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
28
shares
|
$721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 28, 2024 Q3 2024 |
27
shares
|
$696
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
27
shares
|
$696
0.0% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
25
shares
|
$644
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
25
shares
|
$644
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
25
shares
|
$644
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
24
shares
|
$618
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
24
shares
|
$618
0.0% of portfolio
|
Q4 2023
Reduced 74.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
23
shares
|
$592
0.0% of portfolio
|
Q4 2018
Added 1050.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
21
shares
|
$541
0.0% of portfolio
|
Q2 2024
Reduced 43.24%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
21
shares
|
$541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
18
shares
|
$464
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
17
shares
|
$438
0.0% of portfolio
|
Q1 2023
Reduced 45.16%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
17
shares
|
$438
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
16
shares
|
$412
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
16
shares
|
$412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
16
shares
|
$412
0.0% of portfolio
|
Q1 2020
Reduced 50.0%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
16
shares
|
$412
0.0% of portfolio
|
Q2 2024
Reduced 62.79%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
16
shares
|
$412
0.0% of portfolio
|
Q2 2023
Reduced 63.64%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
16
shares
|
$412
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
16
shares
|
$412
0.0% of portfolio
|
Q3 2024
New holding
|