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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$184K - $230K
|
4.19K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
402New |
$17.7K - $22K
|
402
$20.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
9.41K+ 5.91% |
$414K - $516K
|
169K
$8.42M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.84K+ 3.38% |
$81K - $101K
|
56.3K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-644- 2.73% |
$28.3K - $35.3K
|
22.9K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
29.6KNew |
$1.3M - $1.62M
|
29.6K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
BUY
|
- |
11.5K+ 10.28% |
$505K - $629K
|
123K
$6.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-808- 1.07% |
$35.6K - $44.3K
|
75.1K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
25.9K+ 12.06% |
$1.14M - $1.42M
|
241K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
7.02K+ 12.22% |
$309K - $385K
|
64.5K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
17.4K+ 24.81% |
$766K - $953K
|
87.5K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
429New |
$18.9K - $23.5K
|
429
$21.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
800+ 1.46% |
$35.2K - $43.8K
|
55.7K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-405- 0.22% |
$17.8K - $22.2K
|
186K
$9.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.79K+ 2.92% |
$78.8K - $98.1K
|
63.1K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-115- 1.97% |
$5.06K - $6.3K
|
5.72K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-570- 6.42% |
$25.1K - $31.2K
|
8.31K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 10.02% |
$2.2K - $2.74K
|
549
$27.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-779- 11.06% |
$34.3K - $42.7K
|
6.26K
$313K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
33.2K+ 20.17% |
$1.46M - $1.82M
|
198K
$9.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
33.2K+ 6.37% |
$1.46M - $1.82M
|
554K
$27.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-730- 1.31% |
$32.1K - $40K
|
54.9K
$2.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 100.0% |
$880 - $1.1K
|
40
$2K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-38- 0.14% |
$1.67K - $2.08K
|
28.1K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
4.06KNew |
$179K - $222K
|
4.06K
$203K
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.21K- 3.56% |
$273K - $340K
|
168K
$8.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.38KNew |
$193K - $240K
|
4.38K
$219K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.24K+ 34.63% |
$54.6K - $68K
|
4.83K
$241K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
113+ 0.49% |
$4.94K - $5.85K
|
23.1K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
37+ 0.31% |
$1.62K - $1.92K
|
12K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.21KNew |
$140K - $166K
|
3.21K
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-42.6K- 23.67% |
$1.86M - $2.21M
|
137K
$6.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.43K- 50.0% |
$237K - $281K
|
5.43K
$271K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.96K- 20.81% |
$85.6K - $101K
|
7.45K
$372K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4.97KNew |
$217K - $257K
|
4.97K
$248K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
127New |
$5.55K - $6.57K
|
127
$6.34K
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
5.16KNew |
$226K - $267K
|
5.16K
$258K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
56New |
$2.45K - $2.9K
|
56
$2.8K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 2.94% |
$113 - $142
|
99
$4.94K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.89KNew |
$222K - $279K
|
5.89K
$294K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.75KNew |
$179K - $225K
|
4.75K
$237K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
BUY
|
- |
10.5K+ 27.74% |
$398K - $499K
|
48.6K
$2.43M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.87K- 72.38% |
$54.7K - $75.7K
|
714
$35.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.72M+ 8.44% |
$50.2M - $69.4M
|
22.1M
$1.1B
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
77New |
$2.25K - $3.11K
|
77
$3.85K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
39+ 0.19% |
$1.25K - $1.44K
|
20.9K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
165+ 2.79% |
$5.31K - $6.08K
|
6.09K
$304K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.6K- 51.93% |
$51.5K - $58.9K
|
1.48K
$74K
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
484New |
$15.1K - $17.6K
|
484
$24.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-64- 30.05% |
$1.99K - $2.33K
|
149
$7.44K
|
|