Institutional Ownership Terex Corp (TEX)
This table provides information about the institutional ownership of Terex Corp (TEX). We have compiled data on the 409 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
155
shares
|
$8,056
0.0% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
148
shares
|
$7,693
0.0% of portfolio
|
Q3 2024
Reduced 41.96%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
121
shares
|
$6,289
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
101
shares
|
$5,249
0.0% of portfolio
|
Q2 2024
Added 55.38%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
98
shares
|
$5,094
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
94
shares
|
$4,886
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
88
shares
|
$4,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
85
shares
|
$4,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
75
shares
|
$3,898
0.0% of portfolio
|
Q3 2024
Added 108.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
70
shares
|
$3,638
0.0% of portfolio
|
Q3 2024
Reduced 99.15%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
68
shares
|
$3,534
0.0% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
66
shares
|
$3,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
65
shares
|
$3,378
0.0% of portfolio
|
Q4 2022
Reduced 10.96%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
63
shares
|
$3,274
0.0% of portfolio
|
Q3 2024
Reduced 73.53%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
60
shares
|
$3,118
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
58
shares
|
$3,014
0.0% of portfolio
|
Q3 2024
Added 132.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
56
shares
|
$2,910
0.0% of portfolio
|
Q2 2024
Reduced 23.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
51
shares
|
$2,650
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
47
shares
|
$2,443
0.0% of portfolio
|
Q2 2022
Added 2.17%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
47
shares
|
$2,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
37
shares
|
$1,923
0.0% of portfolio
|
Q3 2024
Reduced 31.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
35
shares
|
$1,819
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
33
shares
|
$1,715
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
32
shares
|
$1,663
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$1,559
0.0% of portfolio
|
Q3 2024
New holding
|