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Get Institutions for : 
Sandoz Group Adr (SDZNY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    40
Total shares held : 
243,691  
% of shares held : 
2.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  40  
Amount of shares held : 
243,149  
% of shares held change : 
  2.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 243,149
 99.78%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
4
 542
 0.22%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Ramirez Asset Management Inc. 66 - 2024-03-31 92,889 $2,806,000 32,036
   Henry James International Management Inc. 56 *New 2024-03-31 45,400 $1,367,000 45,400
   OAK ASSOCIATES LTD /OH/ 110 - 2024-03-31 25,672 $773,000 -2,455
   CONFLUENCE INVESTMENT MANAGEMENT LLC 207 *New 2024-03-31 25,227 $759,000 25,227
   Mengis Capital Management Inc. 160 - 2024-03-31 12,005 $361,000 -3,323
   RHUMBLINE ADVISERS 3047 - 2024-03-31 8,502 $256,000 1,700
   BEACH INVESTMENT COUNSEL INC/PA 135 - 2024-03-31 7,579 $243,000 30
   YOUSIF CAPITAL MANAGEMENT LLC 1817 - 2024-03-31 7,528 $227,000 0
   BARTLETT & CO. LLC *New 2023-12-31 6,963 $220,000 6,963
   Heritage Wealth Advisors 312 - 2024-03-31 500 $53,000 423
   PNC FINANCIAL SERVICES GROUP INC 3174 - 2024-03-31 1,097 $33,000 -285
   ESSEX INVESTMENT MANAGEMENT CO LLC 279 - 2024-03-31 701 $21,000 -23
   RFP Financial Group LLC 314 - 2024-03-31 566 $17,000 0
   GAMMA Investing LLC 1749 - 2024-03-31 547 $16,000 36
   S.A. Mason LLC 292 - 2024-03-31 548 $16,000 0
   PARADIGM ASSET MANAGEMENT CO LLC/NY 366 - 2024-03-31 485 $15,000 0
   ALPHAMARK ADVISORS LLC 610 *New 2024-03-31 140 $4,000 140
   HIGHLANDER CAPITAL MANAGEMENT, LLC *New 2023-12-31 130 $4,000 130
   WEST OAK CAPITAL LLC 270 - 2024-03-31 85 $3,000 0
   Private Ocean LLC 451 *New 2024-03-31 50 $2,000 50
   MOTCO 557 - 2024-03-31 60 $2,000 -32
   FTB Advisors Inc. 2098 - 2024-03-31 32 $1,000 0
   Strategic Investment Solutions Inc. /IL 609 *New 2023-12-31 16 $1,000 16
   United Community Bank 343 - 2024-03-31 40 $1,000 0
   BRISTOL JOHN W & CO INC /NY/ 57 - 2024-03-31 37 $1,000 -5,227
   ORG Partners LLC 446 *New 2024-03-31 32 $1,000 32
   HORRELL CAPITAL MANAGEMENT INC 218 - 2024-03-31 20 $1,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 405 - 2024-03-31 46 $1,000 0
   ANCORA ADVISORS, LLC 1547 - 2024-03-31 24 $1,000 -280
   Archer Investment Corp 969 - 2024-03-31 17 $1,000 0
   Front Row Advisors LLC 888 *New 2024-03-31 40 $1,000 40
   FSA Wealth Management LLC 580 - 2024-03-31 18 $1,000 0
   FOSTER DYKEMA CABOT & PARTNERS LLC 309 *New 2024-03-31 6 $0 6
   WETZEL INVESTMENT ADVISORS INC. 978 - 2024-03-31 12 $0 0
   Coston McIsaac & Partners 585 - 2024-03-31 30 $0 0
   Boit C F David 125 *Closed 2024-03-31 0 $0 -2,560
   BEDDOW CAPITAL MANAGEMENT INC 54 *Closed 2024-03-31 0 $0 -13,293
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1195 *Closed 2024-03-31 0 $0 -6,963
   NBT BANK N A /NY 594 - 2024-03-31 11 $0 0
   Byrne Asset Management LLC 521 *Closed 2024-03-31 0 $0 -4
   Douglas Lane & Associates LLC 250 *Closed 2024-03-31 0 $0 -13,802
   PATTEN & PATTEN INC/TN 313 *Closed 2024-03-31 0 $0 -6,527
   Cassady Schiller Wealth Management LLC 489 *Closed 2024-03-31 0 $0 -174
   TUCKER ASSET MANAGEMENT LLC 1120 *New 2023-12-31 6 $0 6
   STUDIO INVESTMENT MANAGEMENT LLC 269 *Closed 2024-03-31 0 $0 -8
   ATLAS CAPITAL ADVISORS LLC 885 *Closed 2024-03-31 0 $0 -360
   RESOURCES MANAGEMENT CORP /CT/ /ADV 445 *Closed 2024-03-31 0 $0 -70
   TRUST CO OF VERMONT 919 *Closed 2024-03-31 0 $0 -3,149
   DIVIDEND GROWTH ADVISORS LLC 315 *Closed 2024-03-31 0 $0 -121
   Atlantic Trust LLC 433 *Closed 2024-03-31 0 $0 -628
   Financial Gravity Wealth Inc. 1323 - 2024-03-31 2 $0 -5
   Main Street Group LTD 869 - 2024-03-31 12 $0 0

  52 Records found
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