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Get Institutions for : 
Espey Manufacturing & Electronics Corp (ESP)  
$25.33 0.15 (0.59%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    1
Total shares held : 
318,723  
% of shares held : 
13.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
13,184  
% of shares held change : 
  0.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$15.97  
Last Quarter's Ending Price : 
$18.70  
Last Quarter's Average Price
$17.00  
Change from last quarter's     
avg. price to the last closing  : 
8.33 (49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 3,299
 1.04%
 
Increased Positions :
8
 12,141
 3.81%
 
Unchanged Positions :
10
 34,317
 10.77%
 
Decreased Positions :
4
-2,256
-0.71%
 
Closed Positions :
0
0
0%
 
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
   DIMENSIONAL FUND ADVISORS INC 2779 - 2024-03-31 85,021 $2,147,000 -11
   RENAISSANCE TECHNOLOGIES LLC 1962 - 2023-12-31 103,831 $1,942,000 4,219
   VANGUARD GROUP INC 3660 - 2024-03-31 63,723 $1,609,000 10,035
   De Lisle Partners LLP 107 - 2024-03-31 40,114 $1,008,000 0
   Sage Investment Advisers LLC 39 - 2024-03-31 20,832 $526,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1934 *New 2024-03-31 11,289 $285,000 11,289
   ROYAL BANK OF CANADA 4230 - 2023-12-31 14,024 $263,000 34
   Secure Asset Management LLC 211 - 2024-03-31 9,264 $234,000 -3,009
   GEODE CAPITAL MANAGEMENT LLC 3892 - 2023-12-31 12,021 $225,000 0
   ADIRONDACK TRUST CO 145 - 2024-03-31 6,373 $161,000 426
   BLACKROCK INC. 4394 - 2024-03-31 4,278 $108,000 133
   Advisor Group Holdings Inc. 4261 - 2024-03-31 3,690 $93,000 0
   PERRITT CAPITAL MANAGEMENT INC 207 *New 2023-12-31 3,299 $62,000 3,299
   MORGAN STANLEY 5933 - 2023-12-31 2,830 $53,000 -119
   UBS Group AG 5810 - 2023-12-31 938 $18,000 416
   GPS Wealth Strategies Group LLC 895 - 2024-03-31 322 $8,000 0
   US BANCORP 3374 - 2024-03-31 283 $7,000 0
   TOWER RESEARCH CAPITAL LLC 4704 - 2023-12-31 398 $7,000 -140
   BANK OF AMERICA CORP /DE/ 5836 - 2023-12-31 251 $5,000 1
   WELLS FARGO & CO/MN 5283 - 2024-03-31 183 $5,000 -349
   Archer Investment Corp 818 - 2024-03-31 135 $3,000 0
   HANSON MCCLAIN, INC. 2646 - 2024-03-31 100 $3,000 0
   PRINCIPAL SECURITIES INC. 2877 - 2024-03-31 82 $2,000 0
   J P MORGAN CHASE & CO 5492 - 2024-03-31 9 $0 2
   PROEQUITIES INC. 5410 - 2024-03-31 0 $0 0
   ADIRONDACK RETIREMENT SPECIALISTS INC. 81 *Closed 2023-09-30 0 $0 -250
   FMR LLC 5563 - 2023-12-31 10 $0 0

  27 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results