Institutional Ownership Atlassian Corp PLC (TEAM)
This table provides information about the institutional ownership of Atlassian Corp PLC (TEAM). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 204,367 shares, which have been reported (via 13F filing form) to have a value of $53.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
51,170
shares
|
$13.3 Million
6.62% of portfolio
|
Q2 2022
Added 32.67%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 29, 2024 Q2 2024 |
49,694
shares
|
$12.9 Million
5.45% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
49,683
shares
|
$12.9 Million
5.54% of portfolio
|
Q1 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
27,799
shares
|
$7.24 Million
0.01% of portfolio
|
Q3 2022
Reduced 19.4%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
7,374
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2024
Added 52.92%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,982
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Proem Advisors LLC
|
Nov 08, 2022 Q3 2022 |
5,000
shares
|
$1.3 Million
1.74% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
3,050
shares
|
$794,769
0.25% of portfolio
|
Q4 2020
Reduced 0.1%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
2,063
shares
|
$537,576
1.01% of portfolio
|
Q2 2022
Reduced 1.76%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,149
shares
|
$299,406
0.06% of portfolio
|
Q2 2022
Reduced 1.54%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
618
shares
|
$161,038
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
380
shares
|
$99,020
0.0% of portfolio
|
Q2 2020
Reduced 88.36%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
147
shares
|
$38,305
0.0% of portfolio
|
Q3 2022
Added 17.6%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
126
shares
|
$32,833
0.02% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
45
shares
|
$11,726
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
40
shares
|
$10,423
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$5,211
0.0% of portfolio
|
Q2 2021
Reduced 55.56%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15
shares
|
$3,908
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
9
shares
|
$2,345
0.0% of portfolio
|
Q2 2022
Reduced 98.56%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2
shares
|
$521
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$260
0.0% of portfolio
|
Q4 2022
Reduced 99.65%
|