Latest Institutional Transactions on Siemens Aktiengesellschaft Ads (SIEGY)
This table provides information on the latest institutional transactions involving Siemens Aktiengesellschaft Ads (SIEGY) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
51New |
$4.28K - $5.19K
|
51
$6.55K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.35KNew |
$113K - $138K
|
1.35K
$174K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-6- 2.05% |
$503 - $611
|
286
$36.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 31.75% |
$16.8K - $20.4K
|
430
$55.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 4.15% |
$21K - $25.5K
|
5.78K
$742K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-60- 23.9% |
$5.33K - $6.12K
|
191
$24.5K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.53K+ 16.38% |
$313K - $360K
|
25.1K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.61KNew |
$143K - $165K
|
1.61K
$207K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-47- 31.97% |
$4.17K - $4.8K
|
100
$12.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17.7KNew |
$1.58M - $1.81M
|
17.7K
$2.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25New |
$2.22K - $2.55K
|
25
$3.21K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 40.0% |
$888 - $1.02K
|
35
$4.49K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
17New |
$1.51K - $1.74K
|
17
$2.18K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-7- 0.09% |
$605 - $706
|
7.6K
$976K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
327New |
$28.3K - $33K
|
327
$42K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
38+ 1.58% |
$2.42K - $3.56K
|
2.45K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-56- 16.33% |
$3.57K - $5.24K
|
287
$36.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-379K- 3.29% |
$24.2M - $35.5M
|
11.1M
$1.43B
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
67.2KNew |
$4.28M - $6.29M
|
67.2K
$8.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
250New |
$15.9K - $23.4K
|
250
$32.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-56- 16.33% |
$3.57K - $5.24K
|
287
$36.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.55K- 5.93% |
$174K - $218K
|
40.4K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.02K- 25.14% |
$206K - $257K
|
8.99K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
33New |
$2.25K - $2.82K
|
33
$4.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-26- 28.57% |
$1.78K - $2.22K
|
65
$8.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
52+ 2.84% |
$3.55K - $4.44K
|
1.88K
$242K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
83+ 488.24% |
$5.67K - $7.08K
|
100
$12.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-16- 19.75% |
$1.09K - $1.37K
|
65
$8.35K
|
|
|
Oct 19, 2023
Q3 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-387- 3.95% |
$26.4K - $33K
|
9.4K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-173- 4.69% |
$11.8K - $14.8K
|
3.52K
$452K
|
|
| Q2 2023 | |||||||
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
62New |
$4.79K - $5.63K
|
62
$7.96K
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
109KNew |
$8.4M - $9.88M
|
109K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-31.1K- 0.83% |
$2.4M - $2.82M
|
3.7M
$475M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-202- 0.4% |
$15.6K - $18.4K
|
49.7K
$6.39M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
36.3KNew |
$2.52M - $2.94M
|
36.3K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.34KNew |
$439K - $514K
|
6.34K
$815K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
157New |
$10.9K - $12.7K
|
157
$20.2K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-275- 8.65% |
$19K - $22.3K
|
2.91K
$373K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$34.6K - $40.5K
|
500
$64.2K
|
|
| Q4 2022 | |||||||
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-155- 43.54% |
$7.67K - $11.1K
|
201
$25.8K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
115New |
$5.69K - $8.21K
|
115
$14.8K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
400New |
$19.8K - $28.6K
|
400
$51.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.63KNew |
$229K - $331K
|
4.63K
$595K
|
|
|
Feb 13, 2023
Q4 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3.86KNew |
$191K - $276K
|
3.86K
$496K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
82+ 1.91% |
$4.06K - $5.86K
|
4.37K
$561K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5.31K- 15.61% |
$262K - $379K
|
28.7K
$3.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
SELL
|
- |
-53- 0.2% |
$2.62K - $3.78K
|
26.5K
$3.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
561+ 3.85% |
$27.8K - $40.1K
|
15.1K
$1.94M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
69+ 62.16% |
$3.23K - $3.99K
|
180
$23.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.38K- 32.35% |
$205K - $253K
|
9.15K
$1.18M
|
|