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Get Institutions for : 
Servotronics Inc (SVT)  
$13.13 0.19 (1.43%) as of 4:30 Wed 3/27


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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  : 
2.36 (21.91%)  




 
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 28 - 2023-12-31 100,727 $1,259,000 12,114
   VANGUARD GROUP INC 3825 - 2023-12-31 79,194 $990,000 51,544
   DIMENSIONAL FUND ADVISORS INC 2984 - 2023-12-31 57,335 $717,000 0
   WELLS FARGO & CO/MN 3661 - 2023-12-31 23,819 $298,000 -3,847
   BRIDGEWAY CAPITAL MANAGEMENT INC 1093 - 2023-12-31 19,653 $246,000 0
   COURIER CAPITAL CORP 353 - 2023-12-31 10,000 $125,000 0
   MORGAN STANLEY 6121 - 2023-12-31 2,330 $29,000 0
   BLACKROCK INC. 4739 - 2023-12-31 1,621 $20,000 -131
   TOWER RESEARCH CAPITAL LLC 4570 - 2023-12-31 650 $8,000 -113
   UBS Group AG 6569 - 2023-12-31 247 $3,000 154
   ROYAL BANK OF CANADA 6479 *New 2023-12-31 5 $0 5
   J P MORGAN CHASE & CO 5822 - 2023-12-31 2 $0 1
   PROEQUITIES INC. 7183 - 2023-12-31 0 $0 0
   FMR LLC 5497 *Closed 2023-12-31 0 $0 -107,725

  14 Records found
  1    
  Page 1 of 1
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