Institutional Ownership Servotronics Inc (SVT)
This table provides information about the institutional ownership of Servotronics Inc (SVT). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 284,288 shares, which have been reported (via 13F filing form) to have a value of $13.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & Close, LLC
|
Apr 29, 2025 Q1 2025 |
119,613
shares
|
$5.61 Million
1.25% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
58,362
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
25,000
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 36.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
23,000
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 2200.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
20,387
shares
|
$956,965
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
19,653
shares
|
$922,511
0.01% of portfolio
|
Q1 2022
Added 18.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
13,825
shares
|
$648,945
0.0% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,971
shares
|
$92,518
0.0% of portfolio
|
Q2 2024
Added 24.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,780
shares
|
$83,553
0.0% of portfolio
|
Q3 2024
Reduced 55.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
442
shares
|
$20,747
0.0% of portfolio
|
Q1 2025
Added 42.12%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
200
shares
|
$9,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
40
shares
|
$1,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
12
shares
|
$563
0.0% of portfolio
|
Q4 2024
Reduced 76.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3
shares
|
$140
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|