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Get Institutions for : 
Powell Industries Inc (POWL)  
$165.47 10.69 (6.07%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 179    5
Total shares held : 
 8,320,337  
% of shares held : 
 71.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 85,914  
% of shares held change : 
   0.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $90.34  
Last Quarter's Ending Price : 
 $142.30  
Last Quarter's Average Price : 
 $128.38  
Change from last quarter's     
avg. price to the last closing  : 
37.09 (28.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 191,717
 2.3%
 
Increased Positions :
66
 735,158
 8.84%
 
Unchanged Positions :
31
 72,329
 0.87%
 
Decreased Positions :
61
-334,135
-4.02%
 
Closed Positions :
16
-506,826
-6.09%
 
Guru Positions :
2
2,060
 0.02%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Ophir Asset Management Pty Ltd 23 *New 2024-03-31 94,032 $13,381,000 94,032
   HPM Partners LLC 425 *New 2024-03-31 80,367 $11,436,000 80,367
   ENGINE NO. 1 LLC 10 *New 2024-03-31 32,074 $4,564,000 32,074
   Hel Ved Capital Management Ltd 28 *New 2024-03-31 27,647 $3,934,000 27,647
   TWINBEECH CAPITAL LP 312 *New 2024-03-31 17,525 $2,494,000 17,525
   OPTIONS SOLUTIONS LLC 15 *New 2024-03-31 14,465 $2,058,000 14,465
   Quadrature Capital LTD 309 *New 2024-03-31 13,569 $1,927,000 13,569
   COMMONWEALTH EQUITY SERVICES LLC. 1892 *New 2024-03-31 11,439 $1,628,000 11,439
   LPL FINANCIAL CORP 2871 *New 2024-03-31 9,543 $1,358,000 9,543
   CHARTWELL INVESTMENT PARTNERS INC. 340 *New 2024-03-31 8,904 $1,267,000 8,904
   Bayesian Capital Management LP 244 *New 2024-03-31 8,619 $1,226,000 8,619
   Toroso Investments LLC 775 *New 2024-03-31 8,226 $1,171,000 8,226
   FORA Capital LLC 237 *New 2024-03-31 7,028 $1,000,000 7,028
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1758 *New 2024-03-31 6,687 $952,000 6,687
   SAVANT CAPITAL MANAGEMENT INC 558 *New 2024-03-31 6,614 $941,000 6,614
   ZACKS INVESTMENT MANAGEMENT 406 *New 2024-03-31 6,421 $914,000 6,421
   CWM Advisors LLC 231 *New 2024-03-31 6,316 $899,000 6,316
   HUSSMAN ECONOMETRICS ADVISORS INC 152 *New 2024-03-31 6,300 $896,000 6,300
   Harvest Investment Services LLC 74 *New 2024-03-31 6,124 $871,000 6,124
   VICTORY CAPITAL MANAGEMENT INC 1827 *New 2024-03-31 5,253 $748,000 5,253
   Ausbil Investment Management Ltd 51 *New 2024-03-31 4,621 $631,000 4,621
   GUIDANCE CAPITAL INC 101 *New 2024-03-31 4,739 $600,000 4,739
   HORIZON INVESTMENT SERVICES LLC 70 *New 2024-03-31 3,959 $563,000 3,959
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 1020 *New 2024-03-31 3,464 $493,000 3,464
   FOX RUN MANAGEMENT L.L.C. 383 *New 2024-03-31 3,371 $480,000 3,371
   DAIWA SECURITIES GROUP INC. 840 *New 2024-03-31 3,163 $450,000 3,163
   Tactive Advisors LLC 74 *New 2024-03-31 3,082 $439,000 3,082
   GREAT VALLEY ADVISOR GROUP INC. 530 *New 2024-03-31 2,993 $426,000 2,993
   PFG Advisors 444 *New 2024-03-31 2,883 $410,000 2,883
   PRICE T ROWE ASSOCIATES INC /MD/ 2313 *New 2024-03-31 2,630 $375,000 2,630
   Truvestments Capital LLC 143 *New 2024-03-31 2,594 $369,000 2,594
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1160 *New 2024-03-31 2,541 $362,000 2,541
   Y-Intercept (Hong Kong) Ltd 872 *New 2024-03-31 2,534 $361,000 2,534
   KESTRA PRIVATE WEALTH SERVICES LLC 949 *New 2024-03-31 2,423 $345,000 2,423
   HARBOR CAPITAL ADVISORS INC. 494 *New 2024-03-31 2,389 $340,000 2,389
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1270 *New 2024-03-31 2,310 $329,000 2,310
   H D Vest Advisory Services 1254 *New 2024-03-31 2,258 $321,000 2,258
   LEUCADIA NATIONAL CORP -- Notable Guru -- 827 *New 2024-03-31 2,060 $293,000 2,060
   CWA Asset Management Group LLC 429 *New 2024-03-31 2,048 $291,000 2,048
   PROSHARE ADVISORS LLC 1506 *New 2024-03-31 1,867 $266,000 1,867
   VERITION FUND MANAGEGMENT LLC 1638 *New 2024-03-31 1,850 $263,000 1,850
   Nebula Research & Development LLC 588 *New 2024-03-31 1,798 $256,000 1,798
   SCOTIA CAPITAL INC. 726 *New 2024-03-31 1,710 $243,000 1,710
   ADVISOR PARTNERS II LLC 1075 *New 2023-09-30 2,908 $241,000 2,908
   Triasima Portfolio Management inc. 130 *New 2024-03-31 1,615 $230,000 1,615
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 1386 *New 2024-03-31 1,588 $226,000 1,588
   Pictet Asset Management Holding SA 1707 *New 2024-03-31 1,579 $225,000 1,579
   Schonfeld Strategic Advisors LLC 1568 *New 2024-03-31 1,500 $213,000 1,500
   DIVERSIFIED TRUST CO 725 *New 2024-03-31 1,489 $212,000 1,489
   CAXTON ASSOCIATES LLC 418 *New 2024-03-31 1,488 $212,000 1,488
   BCJ Capital Management LLC 369 *New 2024-03-31 1,492 $212,000 1,492
   Corton Capital Inc. 412 *New 2024-03-31 1,439 $205,000 1,439
   Plato Investment Management Ltd 379 *New 2024-03-31 354 $50,000 354
   nVerses Capital LLC 302 *New 2024-03-31 300 $43,000 300
   Quest Partners LLC 995 *New 2024-03-31 198 $28,000 198
   ABSOLUTE INVESTMENT MANAGEMENT LLC 259 *New 2024-03-31 62 $9,000 62
   First Capital Advisors Group LLC. 642 *New 2023-06-30 100 $6,000 100
   Beacon Capital Management LLC 677 *New 2024-03-31 41 $6,000 41
   Nelson Van Denburg & Campbell Wealth Management Gr 2181 *New 2024-03-31 23 $3,000 23
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 611 *New 2024-03-31 22 $3,000 22
   Anchor Investment Management LLC 920 *New 2024-03-31 20 $3,000 20
   BIDWELL C M & ASSOCIATES LTD/ 423 *New 2024-03-31 4 $1,000 4
   Continuum Advisory LLC 1475 *New 2024-03-31 7 $1,000 7
   TFC Financial Management 645 *New 2024-03-31 1 $0 1
   HUNTINGTON NATIONAL BANK 3143 *New 2024-03-31 1 $0 1
   Financial Gravity Wealth Inc. 1309 *New 2024-03-31 0 $0 0
  66 Records found
  1    
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