Institutional Ownership Robo Global Robotics And Autom (ROBO)
This table provides information about the institutional ownership of Robo Global Robotics And Autom (ROBO). We have compiled data on the 252 institutions that hold shares in the stock, with a total of 5.89 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,441
shares
|
$1.3 Million
0.41% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
18,719
shares
|
$1.25 Million
0.22% of portfolio
|
Q3 2025
Added 3628.88%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
18,559
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
18,104
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 81.42%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
18,023
shares
|
$1.2 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
17,756
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,024
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
14,883
shares
|
$992,844
0.0% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,555
shares
|
$970,964
0.0% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
14,528
shares
|
$969,162
0.56% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,068
shares
|
$938,476
0.02% of portfolio
|
Q2 2020
Added 6.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,338
shares
|
$889,777
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,123
shares
|
$875,435
0.0% of portfolio
|
Q3 2023
Reduced 58.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
12,940
shares
|
$863,227
0.0% of portfolio
|
Q4 2022
Reduced 5.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,559
shares
|
$837,810
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,767
shares
|
$784,976
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,640
shares
|
$776,504
0.07% of portfolio
|
Q1 2022
Reduced 18.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
11,094
shares
|
$740,080
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10,695
shares
|
$713,463
0.0% of portfolio
|
Q3 2025
Added 108.36%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,422
shares
|
$695,251
0.01% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,380
shares
|
$692,449
0.05% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
10,376
shares
|
$692,182
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
10,125
shares
|
$675,438
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,958
shares
|
$664,298
0.01% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
9,857
shares
|
$657,560
0.1% of portfolio
|
Q3 2025
Added 4.0%
|
|