Purchases and Sales Made in Q1 2025 in Schneider Electric Se Unsponso (SBGSY)
This table provides information about the institutional ownership of Schneider Electric Se Unsponso (SBGSY) during Q1 2025. The information is specifically focused on institutions that hold shares of SCHNEIDER ELECTRIC SE UNSPONSO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
264K+ 4526.7% |
$12.1M - $15M
|
269K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
88KNew |
$4.04M - $4.99M
|
88K
$4.62M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.2KNew |
$1.66M - $2.06M
|
36.2K
$1.9M
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
20KNew |
$918K - $1.14M
|
20K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
14K+ 19.34% |
$642K - $794K
|
86.3K
$4.53M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12.4K+ 28.45% |
$570K - $705K
|
56.1K
$2.95M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
9.17K+ 17.68% |
$421K - $520K
|
61K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
9.03KNew |
$415K - $513K
|
9.03K
$475K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
6.21K+ 3.66% |
$285K - $353K
|
176K
$9.23M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
BUY
|
- |
4.46K+ 3.31% |
$205K - $253K
|
139K
$7.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
2.9K+ 1.18% |
$133K - $165K
|
249K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.64K+ 2.91% |
$121K - $150K
|
93.2K
$4.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.79KNew |
$82.3K - $102K
|
1.79K
$94.2K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
1.79K+ 3.24% |
$82.1K - $101K
|
56.9K
$2.99M
|
|
|
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 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.14K+ 1.48% |
$52.3K - $64.7K
|
78.1K
$4.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
921+ 1.59% |
$42.3K - $52.3K
|
59K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
693+ 2.97% |
$31.8K - $39.3K
|
24.1K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
341+ 0.18% |
$15.7K - $19.4K
|
190K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
130+ 2.4% |
$5.97K - $7.38K
|
5.54K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
60New |
$2.76K - $3.41K
|
60
$3.15K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
40+ 0.69% |
$1.84K - $2.27K
|
5.85K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
36+ 4.48% |
$1.65K - $2.04K
|
840
$44.1K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 35.0% |
$321 - $397
|
13
$683
|
|
|
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 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.02KClosed |
$46.8K - $57.8K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.16K- 14.45% |
$53.3K - $65.9K
|
6.87K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-3.31K- 12.05% |
$152K - $188K
|
24.1K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.66K- 49.25% |
$260K - $322K
|
5.84K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-264K- 97.82% |
$12.1M - $15M
|
5.87K
$308K
|