Latest Institutional Transactions on Roche Hldg LTD Spons Adr (RHHBY)
This table provides information on the latest institutional transactions involving Roche Hldg LTD Spons Adr (RHHBY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
734+ 5.07% |
$26.4K - $30.8K
|
15.2K
$637K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.63KNew |
$91.7K - $116K
|
2.63K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
BUY
|
- |
275New |
$9.61K - $12.2K
|
275
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
15KNew |
$524K - $664K
|
15K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
12KNew |
$419K - $531K
|
12K
$502K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.01K+ 4.09% |
$70.4K - $89.1K
|
51.2K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
54.7K+ 4.87% |
$1.91M - $2.42M
|
1.18M
$49.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130- 16.19% |
$4.54K - $5.75K
|
673
$28.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-434- 0.27% |
$15.2K - $19.2K
|
163K
$6.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
279New |
$9.75K - $12.3K
|
279
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.27KClosed |
$44.4K - $56.2K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-325- 65.66% |
$11.4K - $14.4K
|
170
$7.11K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
325New |
$11.4K - $14.4K
|
325
$13.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
SELL
|
- |
-275- 1.14% |
$9.61K - $12.2K
|
24K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.65K- 6.34% |
$128K - $161K
|
53.9K
$2.26M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
400New |
$13.7K - $16.3K
|
400
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
148New |
$5.07K - $6.01K
|
148
$6.19K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$6.85K - $8.13K
|
200
$8.37K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
333New |
$11.4K - $13.5K
|
333
$13.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
9KNew |
$308K - $366K
|
9K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.9KNew |
$545K - $646K
|
15.9K
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 6.45% |
$10.3K - $12.2K
|
4.35K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
308New |
$10.5K - $12.5K
|
308
$12.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.06K- 7.91% |
$36.2K - $43K
|
12.3K
$515K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-600- 4.72% |
$20.5K - $24.4K
|
12.1K
$506K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.3K- 2.8% |
$44.5K - $52.8K
|
45.2K
$1.89M
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.03K- 7.79% |
$69.3K - $82.3K
|
24K
$1M
|
|
| Q3 2024 | |||||||
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
75New |
$2.54K - $3.17K
|
75
$3.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.97KNew |
$202K - $253K
|
5.97K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-8.5K- 50.0% |
$288K - $360K
|
8.5K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
93+ 265.71% |
$3.15K - $3.94K
|
128
$5.36K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-33.5K- 54.76% |
$1.14M - $1.42M
|
27.7K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.15K- 16.41% |
$39K - $48.7K
|
5.86K
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-57.9K- 39.78% |
$1.96M - $2.45M
|
87.6K
$3.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
124+ 1.31% |
$4.2K - $5.25K
|
9.56K
$400K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
68New |
$2.3K - $2.88K
|
68
$2.85K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
91New |
$3.08K - $3.85K
|
91
$3.81K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.73KNew |
$126K - $158K
|
3.73K
$156K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
59+ 26.82% |
$1.73K - $2.11K
|
279
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
8.06K+ 6.73% |
$236K - $288K
|
128K
$5.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-15.6K- 91.48% |
$455K - $556K
|
1.45K
$60.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-90- 0.93% |
$2.63K - $3.21K
|
9.55K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-180- 1.5% |
$5.27K - $6.43K
|
11.9K
$496K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
496+ 2.62% |
$14.5K - $17.7K
|
19.4K
$813K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2New |
$58.5 - $71.4
|
2
$83.7
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
127New |
$3.72K - $4.54K
|
127
$5.31K
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
486KNew |
$14.2M - $17.4M
|
486K
$20.4M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
211New |
$6.17K - $7.53K
|
211
$8.83K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-200- 0.13% |
$6.26K - $7.49K
|
160K
$6.69M
|
|