Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Roche Holdings Inc (RHHBY)  
$30.02 0.52 (1.7%) as of 4:30 Thu 4/25


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    2
Total shares held : 
 18,374,187  
% of shares held : 
 11.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -20  
Amount of shares held : 
 891,095  
% of shares held change : 
   0.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.74  
Last Quarter's Ending Price : 
 $36.23  
Last Quarter's Average Price : 
 $34.20  
Change from last quarter's     
avg. price to the last closing  : 
4.18 (12.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 32,258
 0.18%
 
Increased Positions :
16
 1,192,148
 6.49%
 
Unchanged Positions :
23
 686,493
 3.74%
 
Decreased Positions :
34
-304,309
-1.66%
 
Closed Positions :
7
-29,002
-0.16%
 
Guru Positions :
1
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Financial Gravity Wealth Inc. 23 - 2023-12-31 517,463 $105,064,000 0
   S&CO INC 109 - 2023-12-31 45,100 $1,637,000 0
   RIVERBRIDGE PARTNERS LLC 111 - 2023-12-31 41,407 $1,500,000 0
   SIT INVESTMENT ASSOCIATES INC 382 - 2023-12-31 20,650 $748,000 0
   NORTH STAR ASSET MANAGEMENT INC 191 - 2023-12-31 16,071 $582,000 0
   FCA CORP /TX 126 - 2023-12-31 12,000 $435,000 0
   DOUGLASS WINTHROP ADVISORS LLC 232 - 2023-12-31 6,454 $234,000 0
   Archer Investment Corp 200 - 2023-12-31 6,228 $226,000 0
   PARADIGM ASSET MANAGEMENT CO LLC/NY 229 - 2023-12-31 5,151 $187,000 0
   Tradition Wealth Management LLC 666 - 2023-12-31 1,169 $42,000 0
   Salomon & Ludwin LLC 375 - 2023-12-31 800 $27,000 0
   Coston McIsaac & Partners 331 - 2024-03-31 442 $14,000 0
   BRISTOL JOHN W & CO INC /NY/ 69 - 2023-12-31 275 $10,000 0
   ANCORA ADVISORS, LLC 1258 - 2023-12-31 249 $9,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 244 - 2023-12-31 117 $4,000 0
   ADIRONDACK TRUST CO 433 - 2024-03-31 103 $3,000 0
   BARTLETT & CO. LLC 1101 - 2023-12-31 71 $3,000 0
   Byrne Asset Management LLC 406 - 2023-12-31 75 $3,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1080 - 2023-12-31 71 $3,000 0
   COPELAND CAPITAL MANAGEMENT, LLC 266 - 2024-03-31 68 $2,000 0
   Cribstone Capital Management LLC 467 - 2022-12-31 10 $0 0
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us