Institutional Ownership Schneider Electric Se Unsponso (SBGSY)
This table provides information about the institutional ownership of Schneider Electric Se Unsponso (SBGSY). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 2.31 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,192
shares
|
$209,348
0.01% of portfolio
|
Q3 2024
New holding
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
4,060
shares
|
$202,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,165
shares
|
$158,060
0.06% of portfolio
|
Q2 2022
Reduced 4.98%
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
1,481
shares
|
$73,961
0.03% of portfolio
|
Q3 2023
Reduced 51.93%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
660
shares
|
$32,960
0.0% of portfolio
|
Q2 2022
Reduced 39.67%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
625
shares
|
$31,212
0.0% of portfolio
|
Q1 2022
New holding
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
549
shares
|
$27,417
0.0% of portfolio
|
Q3 2024
Added 10.02%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
429
shares
|
$21,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
402
shares
|
$20,075
0.01% of portfolio
|
Q3 2024
New holding
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
240
shares
|
$11,985
0.0% of portfolio
|
Q3 2022
New holding
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
174
shares
|
$8,689
0.01% of portfolio
|
Q1 2023
New holding
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
127
shares
|
$6,342
0.0% of portfolio
|
Q2 2024
New holding
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
103
shares
|
$5,143
0.0% of portfolio
|
Q4 2021
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
56
shares
|
$2,796
0.0% of portfolio
|
Q2 2024
New holding
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
40
shares
|
$1,997
0.0% of portfolio
|
Q3 2024
Added 100.0%
|