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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.97KNew |
$161K - $214K
|
3.97K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4.72K+ 19.57% |
$191K - $255K
|
28.9K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.49K+ 25.31% |
$60.2K - $80.1K
|
7.35K
$386K
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
376K+ 6793.05% |
$15.3M - $20.3M
|
382K
$20.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
25.2KNew |
$1.02M - $1.36M
|
25.2K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
843New |
$34.2K - $45.5K
|
843
$44.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.66K- 49.25% |
$260K - $322K
|
5.84K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
341+ 0.18% |
$15.7K - $19.4K
|
190K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
36+ 4.48% |
$1.65K - $2.04K
|
840
$44.1K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
20KNew |
$918K - $1.14M
|
20K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 5.31% |
$66.2K - $81.8K
|
28.6K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
9.03KNew |
$415K - $513K
|
9.03K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12.4K+ 28.45% |
$570K - $705K
|
56.1K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.79K+ 3.24% |
$82.1K - $101K
|
56.9K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 14.45% |
$53.3K - $65.9K
|
6.87K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.2KNew |
$1.66M - $2.06M
|
36.2K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
88KNew |
$4.04M - $4.99M
|
88K
$4.62M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
40+ 0.69% |
$1.84K - $2.27K
|
5.85K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 35.0% |
$321 - $397
|
13
$683
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
BUY
|
- |
4.46K+ 3.31% |
$205K - $253K
|
139K
$7.31M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
14K+ 19.34% |
$642K - $794K
|
86.3K
$4.53M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.14K+ 1.48% |
$52.3K - $64.7K
|
78.1K
$4.11M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.64K+ 2.91% |
$121K - $150K
|
93.2K
$4.9M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
693+ 2.97% |
$31.8K - $39.3K
|
24.1K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
9.17K+ 17.68% |
$421K - $520K
|
61K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-235- 0.09% |
$10.8K - $13.3K
|
253K
$13.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-492- 62.76% |
$22.6K - $27.9K
|
292
$15.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
60New |
$2.76K - $3.41K
|
60
$3.15K
|
|
|
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
$94.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
6.21K+ 3.66% |
$285K - $353K
|
176K
$9.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
2.9K+ 1.18% |
$133K - $165K
|
249K
$13.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
33.8K+ 5.76% |
$1.55M - $1.92M
|
620K
$32.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
23.7K+ 17.35% |
$1.09M - $1.35M
|
160K
$8.43M
|
|
| Q4 2024 | |||||||
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-921- 1.56% |
$45.7K - $49.2K
|
58.1K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-82- 19.11% |
$4.07K - $4.38K
|
347
$18.2K
|
|
|
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
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.32KNew |
$65.5K - $70.5K
|
1.32K
$69.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.18KNew |
$406K - $437K
|
8.18K
$430K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-144- 2.45% |
$7.15K - $7.7K
|
5.74K
$302K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
16+ 0.37% |
$794 - $855
|
4.39K
$231K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.19KNew |
$184K - $230K
|
4.19K
$220K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-779- 11.06% |
$34.3K - $42.7K
|
6.26K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-730- 1.31% |
$32.1K - $40K
|
54.9K
$2.88M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
113+ 0.49% |
$4.94K - $5.85K
|
23.1K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.21KNew |
$140K - $166K
|
3.21K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-42.6K- 23.67% |
$1.86M - $2.21M
|
137K
$7.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.43K- 50.0% |
$237K - $281K
|
5.43K
$285K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4.97KNew |
$217K - $257K
|
4.97K
$261K
|
|