Institutional Ownership Weis Markets Inc (WMK)
This table provides information about the institutional ownership of Weis Markets Inc (WMK). We have compiled data on the 166 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $692 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
28
shares
|
$1,930
0.0% of portfolio
|
Q1 2024
Reduced 46.15%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
22
shares
|
$1,516
0.0% of portfolio
|
Q1 2020
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
17
shares
|
$1,171
0.0% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jul 25, 2024 Q2 2024 |
17
shares
|
$1,171
0.0% of portfolio
|
Q4 2022
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
9
shares
|
$620
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
9
shares
|
$620
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
8
shares
|
$551
0.0% of portfolio
|
Q3 2023
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
8
shares
|
$551
0.0% of portfolio
|
Q3 2023
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
6
shares
|
$413
0.0% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
6
shares
|
$413
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
5
shares
|
$344
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
3
shares
|
$206
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2
shares
|
$137
0.0% of portfolio
|
Q3 2023
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
2
shares
|
$137
0.0% of portfolio
|
Q2 2024
Reduced 91.3%
|