Institutional Ownership Shinhan Financial Group CO LTD (SHG)
This table provides information about the institutional ownership of Shinhan Financial Group CO LTD (SHG). We have compiled data on the 226 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $795 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
71
shares
|
$2,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
69
shares
|
$2,388
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
59
shares
|
$2,041
0.0% of portfolio
|
Q3 2024
Reduced 37.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
58
shares
|
$2,007
0.0% of portfolio
|
Q1 2025
Reduced 40.82%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
57
shares
|
$1,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
52
shares
|
$1,799
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
49
shares
|
$1,695
0.0% of portfolio
|
Q1 2025
Reduced 49.48%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
37
shares
|
$1,280
0.0% of portfolio
|
Q1 2025
Reduced 39.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
32
shares
|
$1,107
0.0% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
29
shares
|
$1,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27
shares
|
$934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
23
shares
|
$796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
22
shares
|
$761
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
20
shares
|
$692
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18
shares
|
$622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
14
shares
|
$484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
14
shares
|
$484
0.0% of portfolio
|
Q1 2025
Reduced 90.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
14
shares
|
$484
0.0% of portfolio
|
Q1 2025
Reduced 88.33%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
8
shares
|
$276
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
5
shares
|
$173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4
shares
|
$138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|