Latest Institutional Transactions on Schneider Electric Se Unsponso (SBGSY)
This table provides information on the latest institutional transactions involving Schneider Electric Se Unsponso (SBGSY) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-560- 3.64% |
$22.7K - $30.2K
|
14.8K
$768K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
753+ 89.64% |
$30.5K - $40.6K
|
1.59K
$82.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64New |
$2.59K - $3.45K
|
64
$3.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-6.03K- 3.17% |
$244K - $325K
|
184K
$9.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
266+ 0.45% |
$10.8K - $14.4K
|
59.2K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
18.4KNew |
$748K - $995K
|
18.4K
$954K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-950- 13.83% |
$38.5K - $51.3K
|
5.92K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
2.5K+ 27.69% |
$101K - $135K
|
11.5K
$597K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
146KNew |
$5.93M - $7.89M
|
146K
$7.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 4.37% |
$50.6K - $67.4K
|
27.3K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-91- 31.16% |
$3.69K - $4.91K
|
201
$10.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
283New |
$11.5K - $15.3K
|
283
$14.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
513+ 0.91% |
$20.8K - $27.7K
|
56.6K
$2.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
7.39KNew |
$300K - $399K
|
7.39K
$383K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
660+ 11.31% |
$26.7K - $35.6K
|
6.5K
$336K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
32New |
$1.3K - $1.73K
|
32
$1.66K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-6.7K- 11.78% |
$272K - $362K
|
50.2K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2K+ 2.15% |
$81.1K - $108K
|
95.2K
$4.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.98K+ 3.24% |
$80K - $107K
|
63K
$3.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
40.2K+ 45.65% |
$1.63M - $2.17M
|
128K
$6.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
13K+ 2.1% |
$527K - $702K
|
633K
$32.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-190- 3.25% |
$7.7K - $10.3K
|
5.66K
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-7.35K- 2.96% |
$298K - $396K
|
241K
$12.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-3.72K- 2.12% |
$151K - $201K
|
172K
$8.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
755+ 0.54% |
$30.6K - $40.7K
|
140K
$7.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
BUY
|
- |
7.61K+ 3.0% |
$308K - $410K
|
261K
$13.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.43K+ 1.82% |
$57.8K - $76.9K
|
79.6K
$4.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
2.19K+ 2.54% |
$88.8K - $118K
|
88.4K
$4.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-16.5K- 10.31% |
$670K - $893K
|
144K
$7.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.97KNew |
$161K - $214K
|
3.97K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4.72K+ 19.57% |
$191K - $255K
|
28.9K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.49K+ 25.31% |
$60.2K - $80.1K
|
7.35K
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
376K+ 6793.05% |
$15.3M - $20.3M
|
382K
$19.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
25.2KNew |
$1.02M - $1.36M
|
25.2K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
843New |
$34.2K - $45.5K
|
843
$43.6K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
20KNew |
$918K - $1.14M
|
20K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.2KNew |
$1.66M - $2.06M
|
36.2K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
693+ 2.97% |
$31.8K - $39.3K
|
24.1K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 35.0% |
$321 - $397
|
13
$673
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
60New |
$2.76K - $3.41K
|
60
$3.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.02KClosed |
$46.8K - $57.8K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.79KNew |
$82.3K - $102K
|
1.79K
$92.8K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-82- 19.11% |
$4.07K - $4.38K
|
347
$18K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.12K- 1.99% |
$55.5K - $59.8K
|
55.2K
$2.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.32KNew |
$65.5K - $70.5K
|
1.32K
$68.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.18KNew |
$406K - $437K
|
8.18K
$423K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-144- 2.45% |
$7.15K - $7.7K
|
5.74K
$297K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16+ 0.37% |
$794 - $855
|
4.39K
$227K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$184K - $230K
|
4.19K
$217K
|
|