JBAXY Institutional Ownership
Julius Bär Gruppe AG
1W: +1.6%
1M: -4.5%
3M: -4.8%
YTD: +11.2%
1Y: +27.1%
3Y: +46.2%
5Y: +49.5%
$17.53
+0.37 (+2.16%)
Weekly Expected Move ±5.2%
$16
$17
$18
$18
$19
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Institutional Ownership — JBAXY
9
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$3M
Total Invested
2
New Positions
4
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Henry James International Management I | 75,132 | $1M | +283 | +0.4% | 32Q | SEC ↗ |
| 2 | RHUMBLINE ADVISERS | 73,749 | $1M | +5,805 | +8.5% | 13Q | SEC ↗ |
| 3 | GAMMA Investing LLC | 10,473 | $184K | +2,112 | +25.3% | 11Q | SEC ↗ |
| 4 | PNC Financial Services Group, Inc. | 804 | $14K | +345 | +75.2% | 15Q | SEC ↗ |
| 5 | Salomon & Ludwin, LLC | 515 | $9K | — | +0.0% | 5Q | SEC ↗ |
| 6 | HANTZ FINANCIAL SERVICES, INC. | 263 | $5K | — | +0.0% | 26Q | SEC ↗ |
| 7 | First Command Advisory Services, Inc. NEW | 8 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Financial Gravity Asset Management, In | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 9 | Financial Gravity Companies, Inc. NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Ancora Advisors LLC | 0 | $0K | -23 | -100.0% | 2Q | SEC ↗ |
| 11 | PARADIGM ASSET MANAGEMENT CO LLC | 0 | $0K | -1,600 | -100.0% | 10Q | SEC ↗ |
| 12 | Signature Equity Partners, LLC | 0 | $0K | -35 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| First Command Advisory Services, In | 8 | $0K |
| Financial Gravity Companies, Inc. | 1 | $0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PARADIGM ASSET MANAGEMENT CO LLC | 1,600 | $28K |
| Signature Equity Partners, LLC | 35 | $1K |
| Ancora Advisors LLC | 23 | $0K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RHUMBLINE ADVISERS | +5,805 | +8.5% | 73,749 |
| GAMMA Investing LLC | +2,112 | +25.3% | 10,473 |
| PNC Financial Services Group, Inc. | +345 | +75.2% | 804 |
| Henry James International Managemen | +283 | +0.4% | 75,132 |
Biggest Decreases (0)
None.