Purchases and Sales Made in Q4 2024 in Roche Hldg LTD Spons Adr (RHHBY)
This table provides information about the institutional ownership of Roche Hldg LTD Spons Adr (RHHBY) during Q4 2024. The information is specifically focused on institutions that hold shares of ROCHE HLDG LTD SPONS ADR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
30.4K+ 37.7% |
$1.04M - $1.23M
|
111K
$4.32M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
2.91K+ 26.28% |
$99.6K - $118K
|
14K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.7K+ 26.77% |
$58.1K - $69K
|
8.04K
$313K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
711+ 1.19% |
$24.3K - $28.9K
|
60.5K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
363+ 36.63% |
$12.4K - $14.8K
|
1.35K
$52.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
308New |
$10.5K - $12.5K
|
308
$12K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
305+ 0.91% |
$10.4K - $12.4K
|
33.7K
$1.31M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
112+ 1.41% |
$3.83K - $4.55K
|
8.06K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-600- 4.72% |
$20.5K - $24.4K
|
12.1K
$471K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-650- 5.02% |
$22.3K - $26.4K
|
12.3K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-731- 2.69% |
$25K - $29.7K
|
26.5K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.06K- 7.91% |
$36.2K - $43K
|
12.3K
$479K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.3K- 2.8% |
$44.5K - $52.8K
|
45.2K
$1.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-2.03K- 7.79% |
$69.3K - $82.3K
|
24K
$933K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.07K- 80.68% |
$70.8K - $84K
|
495
$19.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-5.27K- 12.95% |
$180K - $214K
|
35.4K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-6.09K- 3.6% |
$208K - $247K
|
163K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-6.58K- 24.32% |
$225K - $267K
|
20.5K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.86K- 8.15% |
$303K - $360K
|
99.9K
$3.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-9.89K- 3.73% |
$339K - $402K
|
255K
$9.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-12.4K- 17.7% |
$424K - $503K
|
57.6K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-24.5K- 7.65% |
$840K - $997K
|
296K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-80.6K- 6.69% |
$2.76M - $3.28M
|
1.12M
$43.8M
|