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Get Institutions for : 
Servotronics Inc (SVT)  
$11.89 0.20 (1.65%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    0
Total shares held : 
295,583  
% of shares held : 
12.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-47,998  
% of shares held change : 
  -2.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$11.25  
Last Quarter's Ending Price : 
$12.50  
Last Quarter's Average Price
$10.77  
Change from last quarter's     
avg. price to the last closing  : 
1.12 (10.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 5
 0%
 
Increased Positions :
4
 63,813
 21.59%
 
Unchanged Positions :
5
 89,318
 30.22%
 
Decreased Positions :
3
-4,091
-1.38%
 
Closed Positions :
1
-107,725
-36.44%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   Oppenheimer & Close LLC 25 - 2024-03-31 108,094 $1,486,000 7,367
   DIMENSIONAL FUND ADVISORS INC 2959 - 2024-03-31 57,335 $788,000 0
   CITADEL ADVISORS LLC 4039 *New 2024-03-31 26,242 $361,000 26,242
   WELLS FARGO & CO/MN 3641 - 2024-03-31 23,819 $328,000 0
   VANGUARD GROUP INC 4123 - 2024-03-31 19,669 $270,000 -59,525
   BRIDGEWAY CAPITAL MANAGEMENT INC 1056 - 2024-03-31 19,653 $270,000 0
   COURIER CAPITAL CORP 354 - 2024-03-31 10,000 $137,000 0
   MORGAN STANLEY 6129 - 2024-03-31 2,330 $32,000 0
   BLACKROCK INC. 4697 - 2024-03-31 1,585 $22,000 -36
   TOWER RESEARCH CAPITAL LLC 3837 - 2024-03-31 646 $9,000 -4
   UBS Group AG 7425 *Closed 2024-03-31 0 $0 -247
   ROYAL BANK OF CANADA 6491 - 2024-03-31 11 $0 6
   J P MORGAN CHASE & CO 6104 - 2024-03-31 3 $0 1
   Capital Advisors Ltd. LLC 1494 *New 2024-03-31 23 $0 23
   PROEQUITIES INC. 9545 - 2024-03-31 0 $0 0

  15 Records found
  1    
  Page 1 of 1
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