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 264,359 shares, which have been reported (via 13F filing form) to have a value of $2.75 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & Close, LLC
|
Feb 11, 2025 Q4 2024 |
122,679
shares
|
$1.28 Million
1.36% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
58,362
shares
|
$606,964
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
25,000
shares
|
$260,000
0.02% of portfolio
|
Q4 2024
Added 36.28%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
20,387
shares
|
$212,024
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
19,653
shares
|
$204,391
0.01% of portfolio
|
Q1 2022
Added 18.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
13,148
shares
|
$136,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,971
shares
|
$20,498
0.0% of portfolio
|
Q2 2024
Added 24.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,780
shares
|
$18,512
0.0% of portfolio
|
Q4 2024
Added 96.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$10,400
0.0% of portfolio
|
Q3 2024
Reduced 95.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
311
shares
|
$3,234
0.0% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
40
shares
|
$416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
13
shares
|
$135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
12
shares
|
$124
0.0% of portfolio
|
Q4 2024
Reduced 76.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3
shares
|
$31
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|