SMERY Institutional Ownership
Siemens Energy AG
1W: +0.3%
1M: -0.6%
3M: -13.5%
YTD: -82.0%
$32.77
+0.35 (+1.08%)
Weekly Expected Move ±5.6%
$29
$31
$33
$35
$36
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Institutional Ownership — SMERY
25
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$23M
Total Invested
8
New Positions
13
Increased
4
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ZEVIN ASSET MANAGEMENT LLC NEW | 170,974 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Telligent Fund, LP | 75,000 | $$2M | +60,000 | +400.0% | 2Q | SEC ↗ |
| 3 | RHUMBLINE ADVISERS | 72,646 | $$2M | +60,526 | +499.4% | 2Q | SEC ↗ |
| 4 | Pinnacle Wealth Management Advisory Gr | 61,985 | $$2M | +49,588 | +400.0% | 2Q | SEC ↗ |
| 5 | L & S Advisors Inc | 59,440 | $$2M | +33,286 | +127.3% | 2Q | SEC ↗ |
| 6 | SCOPUS ASSET MANAGEMENT, L.P. NEW | 50,000 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 7 | GAMMA Investing LLC | 29,209 | $$957K | +24,479 | +517.5% | 2Q | SEC ↗ |
| 8 | Myriad Asset Management US LP | 27,795 | $$911K | +22,236 | +400.0% | 2Q | SEC ↗ |
| 9 | Bank of Marin | 11,885 | $$389K | +10,004 | +531.8% | 2Q | SEC ↗ |
| 10 | Cascades Capital Asset Management, LLC | 10,000 | $$328K | +8,700 | +669.2% | 2Q | SEC ↗ |
| 11 | PNC Financial Services Group, Inc. | 8,170 | $$268K | +6,734 | +468.9% | 2Q | SEC ↗ |
| 12 | Wealthspire Advisors, LLC NEW | 6,545 | $$214K | — | +0.0% | 1Q | SEC ↗ |
| 13 | DIVERSIFIED TRUST CO NEW | 5,865 | $$192K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Salomon & Ludwin, LLC | 2,490 | $$82K | +2,167 | +670.9% | 2Q | SEC ↗ |
| 15 | Financial Gravity Companies, Inc. NEW | 1,520 | $$50K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Ancora Advisors LLC | 1,400 | $$46K | +1,353 | +2878.7% | 2Q | SEC ↗ |
| 17 | First Command Advisory Services, Inc. | 1,298 | $$43K | +1,232 | +1866.7% | 2Q | SEC ↗ |
| 18 | IMA Advisory Services, Inc. | 455 | $$15K | +437 | +2427.8% | 2Q | SEC ↗ |
| 19 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 340 | $$11K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Financial Gravity Asset Management, In NEW | 304 | $$10K | — | +0.0% | 1Q | SEC ↗ |
| 21 | TRUST CO OF VERMONT NEW | 165 | $$5K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Gleason Group, Inc. NEW | 105 | $$3K | — | +0.0% | 1Q | SEC ↗ |
| 23 | HALLSTATT ADVISORS L.P. | 0 | $$0K | -2,125 | -100.0% | 1Q | SEC ↗ |
| 24 | BESSEMER GROUP INC | 0 | $$0K | -60,862 | -100.0% | 1Q | SEC ↗ |
| 25 | Ascentis Independent Advisors | 0 | $$0K | -2,263 | -100.0% | 1Q | SEC ↗ |
| 26 | NBC SECURITIES, INC. | 0 | $$0K | -212 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | 170,974 | $$6M |
| SCOPUS ASSET MANAGEMENT, L.P. | 50,000 | $$2M |
| Wealthspire Advisors, LLC | 6,545 | $$214K |
| DIVERSIFIED TRUST CO | 5,865 | $$192K |
| Financial Gravity Companies, Inc. | 1,520 | $$50K |
| COMPASS FINANCIAL MANAGEMENT LLC | 340 | $$11K |
| Financial Gravity Asset Management, | 304 | $$10K |
| TRUST CO OF VERMONT | 165 | $$5K |
| Gleason Group, Inc. | 105 | $$3K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BESSEMER GROUP INC | 60,862 | $$2M |
| Ascentis Independent Advisors | 2,263 | $$74K |
| HALLSTATT ADVISORS L.P. | 2,125 | $$70K |
| NBC SECURITIES, INC. | 212 | $$7K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RHUMBLINE ADVISERS | +60,526 | +499.4% | 72,646 |
| Telligent Fund, LP | +60,000 | +400.0% | 75,000 |
| Pinnacle Wealth Management Advisory | +49,588 | +400.0% | 61,985 |
| L & S Advisors Inc | +33,286 | +127.3% | 59,440 |
| GAMMA Investing LLC | +24,479 | +517.5% | 29,209 |
| Myriad Asset Management US LP | +22,236 | +400.0% | 27,795 |
| Bank of Marin | +10,004 | +531.8% | 11,885 |
| Cascades Capital Asset Management, | +8,700 | +669.2% | 10,000 |
| PNC Financial Services Group, Inc. | +6,734 | +468.9% | 8,170 |
| Salomon & Ludwin, LLC | +2,167 | +670.9% | 2,490 |
| Ancora Advisors LLC | +1,353 | +2878.7% | 1,400 |
| First Command Advisory Services, In | +1,232 | +1866.7% | 1,298 |
| IMA Advisory Services, Inc. | +437 | +2427.8% | 455 |
Biggest Decreases (0)
None.