Kadant Ownership 2024 | Who Owns Kadant Now?
Institutional Ownership
24.87%
Insider Ownership
0.97%
Retail Ownership
74.16%
Institutional Holders
138.00
Kadant Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11.49% | 0.97% | 1,349,437 | 15,512 | 1.16% | 396,437,719 | Jun 30, 2024 |
WASATCH ADVISORS LP | 10.22% | 1.89% | 1,200,053 | 237,254 | 24.64% | 352,551,570 | Jun 30, 2024 |
VANGUARD GROUP INC | 8.24% | 0.01% | 967,659 | 21 | 0.00% | 284,278,861 | Jun 30, 2024 |
BLACKROCK INC. | 8.15% | 0.01% | 956,674 | -18,448 | -1.89% | 281,051,687 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 7.13% | 0.20% | 837,191 | -45,265 | -5.13% | 245,949,974 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 5.36% | 0.04% | 629,011 | 17,002 | 2.78% | 184,790,852 | Jun 30, 2024 |
CHEVY CHASE TRUST HOLDINGS, LLC | 4.19% | 0.46% | 491,843 | -7,237 | -1.45% | 144,493,703 | Jun 30, 2024 |
MACQUARIE GROUP LTD | 2.74% | 0.11% | 321,900 | 1,454 | 0.45% | 94,568,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 2.68% | 0.02% | 314,366 | 5,700 | 1.85% | 92,354,692 | Jun 30, 2024 |
BROWN ADVISORY INC | 2.65% | 0.12% | 311,345 | 173,192 | 125.36% | 91,466,993 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.53% | 0.01% | 296,658 | 17,468 | 6.26% | 87,167,972 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 2.42% | 0.01% | 284,189 | 760 | 0.27% | 83,489,044 | Jun 30, 2024 |
STATE STREET CORP | 2.34% | 0.00% | 274,385 | 7,431 | 2.78% | 80,608,825,000 | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | 2.28% | 0.74% | 267,957 | -12,263 | -4.38% | 78,720,407 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.86% | 0.01% | 217,985 | -12,132 | -5.27% | 64,040,000 | Jun 30, 2024 |
RIVERBRIDGE PARTNERS LLC | 1.72% | 0.81% | 201,699 | -16,829 | -7.70% | 59,255,118 | Jun 30, 2024 |
BROWN BROTHERS HARRIMAN & CO | 1.64% | 0.43% | 192,959 | - | - | 56,687,495 | Jun 30, 2024 |
FMR LLC | 1.22% | 0.00% | 142,715 | 2,449 | 1.75% | 41,926,705 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 1.20% | 0.01% | 140,604 | 11,334 | 8.77% | 41,304,593 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 1.16% | 0.01% | 135,637 | 37,601 | 38.35% | 39,847,510 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WASATCH ADVISORS LP | 10.22% | 1.89% | 1,200,053 | 237,254 | 24.64% | 352,551,570 | Jun 30, 2024 |
QSV EQUITY INVESTORS LLC | 0.05% | 1.64% | 5,342 | -37 | -0.69% | 1,569,373 | Jun 30, 2024 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 0.52% | 1.33% | 61,039 | 811 | 1.35% | 17,932,037 | Jun 30, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11.49% | 0.97% | 1,349,437 | 15,512 | 1.16% | 396,437,719 | Jun 30, 2024 |
RIVERBRIDGE PARTNERS LLC | 1.72% | 0.81% | 201,699 | -16,829 | -7.70% | 59,255,118 | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | 2.28% | 0.74% | 267,957 | -12,263 | -4.38% | 78,720,407 | Jun 30, 2024 |
DUDLEY & SHANLEY, INC. | 0.09% | 0.55% | 10,955 | 1,725 | 18.69% | 3,218,360 | Jun 30, 2024 |
RMB CAPITAL MANAGEMENT, LLC | 0.65% | 0.54% | 76,052 | 1,383 | 1.85% | 22,342,656 | Jun 30, 2024 |
ADVANTAGE ALPHA CAPITAL PARTNERS LP | 0.07% | 0.52% | 8,133 | 8,133 | 100.00% | 2,389,313 | Jun 30, 2024 |
F/M INVESTMENTS LLC | 0.39% | 0.49% | 45,937 | 45,937 | 100.00% | 13,495,332 | Jun 30, 2024 |
CHEVY CHASE TRUST HOLDINGS, LLC | 4.19% | 0.46% | 491,843 | -7,237 | -1.45% | 144,493,703 | Jun 30, 2024 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 0.28% | 0.44% | 32,800 | - | - | 9,635,984 | Jun 30, 2024 |
BROWN BROTHERS HARRIMAN & CO | 1.64% | 0.43% | 192,959 | - | - | 56,687,495 | Jun 30, 2024 |
CLEAN YIELD GROUP | 0.03% | 0.37% | 3,335 | -75 | -2.20% | 979,756 | Jun 30, 2024 |
MEADOWBROOK INVESTMENT ADVISORS LLC | 0.01% | 0.27% | 984 | 4 | 0.41% | 289,080 | Jun 30, 2024 |
KOLINSKY WEALTH MANAGEMENT, LLC | 0.01% | 0.25% | 1,206 | - | - | 354,299 | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | 0.04% | 0.24% | 4,446 | 2,140 | 92.80% | 1,306,146 | Jun 30, 2024 |
GHP INVESTMENT ADVISORS, INC. | 0.13% | 0.23% | 15,614 | -582 | -3.59% | 4,587,131 | Jun 30, 2024 |
EULAV ASSET MANAGEMENT | 0.24% | 0.22% | 27,800 | 9,100 | 48.66% | 8,167,084 | Jun 30, 2024 |
PDT PARTNERS, LLC | 0.06% | 0.21% | 7,606 | 3,322 | 77.54% | 2,234,491 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WASATCH ADVISORS LP | 10.22% | 1.89% | 1,200,053 | 237,254 | 24.64% | 352,551,570 | Jun 30, 2024 |
BROWN ADVISORY INC | 2.65% | 0.12% | 311,345 | 173,192 | 125.36% | 91,466,993 | Jun 30, 2024 |
NORGES BANK | 1.15% | 0.01% | 134,871 | 134,871 | 100.00% | 39,622,402 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 1.09% | 0.02% | 128,223 | 105,899 | 474.37% | 37,666,587 | Jun 30, 2024 |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 0.77% | 0.16% | 90,949 | 90,949 | 100.00% | 26,718,997 | Jun 30, 2024 |
F/M INVESTMENTS LLC | 0.39% | 0.49% | 45,937 | 45,937 | 100.00% | 13,495,332 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 1.16% | 0.01% | 135,637 | 37,601 | 38.35% | 39,847,510 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.94% | 0.01% | 110,926 | 35,433 | 46.94% | 32,587,841 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.24% | 0.03% | 28,459 | 26,532 | 1376.86% | 8,360,685 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.40% | 0.02% | 47,219 | 22,020 | 87.38% | 13,871,997 | Jun 30, 2024 |
MAN GROUP PLC | 0.17% | 0.01% | 19,722 | 18,633 | 1711.02% | 5,793,929 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.53% | 0.01% | 296,658 | 17,468 | 6.26% | 87,167,972 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.27% | 0.00% | 31,360 | 17,357 | 123.95% | 9,212,941 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 5.36% | 0.04% | 629,011 | 17,002 | 2.78% | 184,790,852 | Jun 30, 2024 |
SEI INVESTMENTS CO | 0.64% | 0.03% | 75,004 | 16,595 | 28.41% | 22,034,658,000 | Jun 30, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11.49% | 0.97% | 1,349,437 | 15,512 | 1.16% | 396,437,719 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.20% | 0.04% | 23,332 | 12,807 | 121.68% | 6,854,475 | Jun 30, 2024 |
DEKABANK DEUTSCHE GIROZENTRALE | 0.30% | 0.02% | 35,000 | 12,500 | 55.56% | 10,204,000 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 1.20% | 0.01% | 140,604 | 11,334 | 8.77% | 41,304,593 | Jun 30, 2024 |
EULAV ASSET MANAGEMENT | 0.24% | 0.22% | 27,800 | 9,100 | 48.66% | 8,167,084 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ABRDN PLC | 0.60% | 0.04% | 70,699 | -47,884 | -40.38% | 20,769,952 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 7.13% | 0.20% | 837,191 | -45,265 | -5.13% | 245,949,974 | Jun 30, 2024 |
HANDELSBANKEN FONDER AB | 1.03% | 0.15% | 120,779 | -29,900 | -19.84% | 35,482,000 | Jun 30, 2024 |
INVESCO LTD. | 0.09% | 0.00% | 10,738 | -29,543 | -73.34% | 3,154,609 | Jun 30, 2024 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | - | - | - | -23,500 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | 8.15% | 0.01% | 956,674 | -18,448 | -1.89% | 281,051,687 | Jun 30, 2024 |
RIVERBRIDGE PARTNERS LLC | 1.72% | 0.81% | 201,699 | -16,829 | -7.70% | 59,255,118 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.12% | 0.01% | 131,086 | -13,335 | -9.23% | 38,510,444,000 | Jun 30, 2024 |
ROYCE & ASSOCIATES LP | 2.28% | 0.74% | 267,957 | -12,263 | -4.38% | 78,720,407 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.86% | 0.01% | 217,985 | -12,132 | -5.27% | 64,040,000 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.12% | 0.01% | 13,895 | -10,412 | -42.84% | 4,082,073 | Jun 30, 2024 |
MORGAN STANLEY | 0.65% | 0.00% | 76,186 | -10,208 | -11.82% | 22,382,179 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.34% | 0.00% | 40,364 | -9,688 | -19.36% | 11,858,136 | Jun 30, 2024 |
UBS GROUP AG | 0.47% | 0.00% | 55,157 | -8,224 | -12.98% | 16,204,024 | Jun 30, 2024 |
CHEVY CHASE TRUST HOLDINGS, LLC | 4.19% | 0.46% | 491,843 | -7,237 | -1.45% | 144,493,703 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.07% | 0.01% | 8,468 | -6,833 | -44.66% | 2,487,729 | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -6,632 | -100.00% | - | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.03% | 0.00% | 3,384 | -5,867 | -63.42% | 994,152 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,766 | -100.00% | - | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.59% | 0.02% | 69,175 | -5,725 | -7.64% | 20,322,231 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.15% | 0.01% | 134,871 | 134,871 | 100.00% | 39,622,402 | Jun 30, 2024 |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 0.77% | 0.16% | 90,949 | 90,949 | 100.00% | 26,718,997 | Jun 30, 2024 |
F/M INVESTMENTS LLC | 0.39% | 0.49% | 45,937 | 45,937 | 100.00% | 13,495,332 | Jun 30, 2024 |
ADVANTAGE ALPHA CAPITAL PARTNERS LP | 0.07% | 0.52% | 8,133 | 8,133 | 100.00% | 2,389,313 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 6,308 | 6,308 | 100.00% | 1,853,164 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 5,991 | 5,991 | 100.00% | 1,760,036 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.05% | 0.02% | 5,312 | 5,312 | 100.00% | 1,560,655 | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | 0.03% | 0.06% | 3,950 | 3,950 | 100.00% | 1,160,431 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.02% | 0.00% | 1,772 | 1,772 | 100.00% | 520,577 | Jun 30, 2024 |
LAZARD FRERES GESTION S.A.S. | 0.01% | 0.01% | 1,600 | 1,600 | 100.00% | 409,000 | Jun 30, 2024 |
BESSEMER GROUP INC | 0.01% | 0.00% | 1,514 | 1,514 | 100.00% | 445,000 | Jun 30, 2024 |
FORA CAPITAL, LLC | 0.01% | 0.05% | 1,469 | 1,469 | 100.00% | 431,563 | Jun 30, 2024 |
INCEPTIONR LLC | 0.01% | 0.12% | 1,408 | 1,408 | 100.00% | 413,642 | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | 0.01% | 0.00% | 1,274 | 1,274 | 100.00% | 374,276 | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | 0.01% | 0.02% | 1,251 | 1,251 | 100.00% | 363,215 | Jun 30, 2024 |
ALPHAMARK ADVISORS, LLC | 0.01% | 0.12% | 1,173 | 1,173 | 100.00% | 345,000 | Jun 30, 2024 |
SMITH SHELLNUT WILSON LLC /ADV | 0.01% | 0.12% | 825 | 825 | 100.00% | 242,369 | Jun 30, 2024 |
DIVERSIFIED TRUST CO | 0.01% | 0.01% | 806 | 806 | 100.00% | 236,786 | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | 0.01% | 0.04% | 700 | 700 | 100.00% | 205,646 | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | 0.01% | 0.00% | 600 | 600 | 100.00% | 176,268 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 98 | 98 | 100.00% | 28,791 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.00% | 0.04% | 93 | 93 | 100.00% | 27,322 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 47 | 47 | 100.00% | 13,808 | Jun 30, 2024 |
HUNTINGTON NATIONAL BANK | 0.00% | 0.00% | 41 | 41 | 100.00% | 12,044 | Jun 30, 2024 |
NATIONAL BANK OF CANADA /FI/ | 0.00% | - | 35 | 35 | 100.00% | 10,148 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 35 | 35 | 100.00% | 10,253 | Jun 30, 2024 |
JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 28 | 28 | 100.00% | 8,226 | Jun 30, 2024 |
FIRST PACIFIC FINANCIAL | 0.00% | 0.00% | 10 | 10 | 100.00% | 2,938 | Jun 30, 2024 |
STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 9 | 9 | 100.00% | 2,645 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | - | 0.00% | 5 | 5 | 100.00% | 1,469 | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | - | 0.00% | 3 | 3 | 100.00% | 1,054 | Jun 30, 2024 |
- | 0.00% | 1 | 1 | 100.00% | 341 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | - | - | - | -23,500 | -100.00% | - | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -6,632 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -5,766 | -100.00% | - | Jun 30, 2024 |
WOLVERINE TRADING, LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -4,351 | -100.00% | - | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | - | - | - | -4,259 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -3,876 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -3,640 | -100.00% | - | Jun 30, 2024 |
WAKEFIELD ASSET MANAGEMENT LLLP | - | - | - | -3,132 | -100.00% | - | Jun 30, 2024 |
CRESSET ASSET MANAGEMENT, LLC | - | - | - | -2,336 | -100.00% | - | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -2,091 | -100.00% | - | Jun 30, 2024 |
AVIVA PLC | - | - | - | -1,966 | -100.00% | - | Jun 30, 2024 |
CURATED WEALTH PARTNERS LLC | - | - | - | -1,877 | -100.00% | - | Jun 30, 2024 |
CERITY PARTNERS LLC | - | - | - | -1,652 | -100.00% | - | Jun 30, 2024 |
GOTHAM ASSET MANAGEMENT, LLC | - | - | - | -1,585 | -100.00% | - | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -1,117 | -100.00% | - | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | - | - | - | -1,001 | -100.00% | - | Jun 30, 2024 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -895 | -100.00% | - | Jun 30, 2024 |
ENVESTNET PORTFOLIO SOLUTIONS, INC. | - | - | - | -855 | -100.00% | - | Jun 30, 2024 |
MQS MANAGEMENT LLC | - | - | - | -848 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -833 | -100.00% | - | Jun 30, 2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | - | - | - | -833 | -100.00% | - | Jun 30, 2024 |
SKYOAK WEALTH, LLC | - | - | - | -784 | -100.00% | - | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -736 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -727 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -690 | -100.00% | - | Jun 30, 2024 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | - | - | - | -673 | -100.00% | - | Jun 30, 2024 |
JANNEY MONTGOMERY SCOTT LLC | - | - | - | -638 | -100.00% | - | Jun 30, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -617 | -100.00% | - | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | - | - | - | -616 | -100.00% | - | Jun 30, 2024 |
PORTFOLIO STRATEGIES, INC. | - | - | - | -616 | -100.00% | - | Jun 30, 2024 |
HARDY REED LLC | - | - | - | -616 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -614 | -100.00% | - | Jun 30, 2024 |
FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -429 | -100.00% | - | Jun 30, 2024 |
USA FINANCIAL PORTFORMULAS CORP | - | - | - | -188 | -100.00% | - | Jun 30, 2024 |
HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -183 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST CO / SC | - | - | - | -99 | -100.00% | - | Jun 30, 2024 |
CULLEN/FROST BANKERS, INC. | - | - | - | -70 | -100.00% | - | Jun 30, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -51 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -27 | -100.00% | - | Jun 30, 2024 |
QUARRY LP | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
Kadant Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
ALLIED ASSET ADVISORS FUNDS | 0.40% | 4,485 | -595 | -11.71% | Feb 29, 2024 |
Thrivent ETF Trust | 0.20% | 9,520 | - | - | Mar 31, 2024 |
ROYCE MICRO-CAP TRUST, INC. | 0.10% | 48,800 | - | - | Mar 31, 2024 |
PARADIGM FUNDS | 0.07% | 17,800 | -800 | -4.30% | Mar 31, 2024 |
Value Line Small Cap Opportunities Fund, Inc. | 0.06% | 18,700 | 5,200 | 38.52% | Mar 31, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.06% | 602,090 | -8,014 | -1.31% | Feb 29, 2024 |
T. Rowe Price New Era Fund, Inc. | 0.06% | 65,723 | - | - | Mar 31, 2024 |
WASATCH FUNDS TRUST | 0.06% | 535,428 | -85,715 | -13.80% | Mar 31, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.05% | 171,400 | - | - | Mar 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.05% | 42,360 | -9,024 | -17.56% | Mar 31, 2024 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.04% | 3,105 | - | - | Sep 30, 2022 |
ROYCE CAPITAL FUND | 0.03% | 11,931 | - | - | Mar 31, 2024 |
VIRTUS EQUITY TRUST | 0.03% | 245,851 | -33 | -0.01% | Mar 28, 2024 |
ROYCE FUND | 0.03% | 188,145 | -47,749 | -20.24% | Mar 31, 2024 |
RMB INVESTORS TRUST | 0.03% | 13,903 | 1,162 | 9.12% | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.02% | 8,243 | - | - | Mar 31, 2024 |
ROYCE GLOBAL VALUE TRUST, INC. | 0.01% | 2,664 | - | - | Mar 31, 2024 |
SMALLCAP WORLD FUND INC | 0.01% | 895,218 | 283,429 | 46.33% | Mar 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.01% | 6,642 | - | - | Mar 31, 2024 |
DELAWARE GROUP EQUITY FUNDS V | 0.00% | 241,117 | -62,039 | -20.46% | Feb 29, 2024 |
BOSTON TRUST WALDEN FUNDS | 0.00% | 10,825 | - | - | Mar 28, 2024 |
OAK ASSOCIATES FUNDS | 0.00% | 4,352 | - | - | Jan 31, 2024 |
FIDELITY CAPITAL TRUST | 0.00% | 42,500 | -800 | -1.85% | Jan 31, 2024 |
MERIDIAN FUND INC | 0.00% | 8,045 | -3,067 | -27.60% | Mar 28, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 13,219 | 2,595 | 24.43% | Jan 31, 2024 |
FRONTIER FUNDS, INC. | 0.00% | 1,309 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 20,506 | -797 | -3.74% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,747 | -39 | -2.18% | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.00% | 6,600 | - | - | Mar 28, 2024 |
FORUM FUNDS | 0.00% | 6,288 | 470 | 8.08% | Mar 31, 2024 |
T. Rowe Price Real Assets Fund, Inc. | 0.00% | 29,902 | - | - | Mar 31, 2024 |
Vericimetry Funds | 0.00% | 190 | - | - | Mar 31, 2024 |
Brown Advisory Funds | 0.00% | 74,773 | -9,126 | -10.88% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 777,353 | 64,747 | 9.09% | Mar 31, 2024 |
Bernstein Fund Inc | 0.00% | 15,020 | - | - | Mar 31, 2024 |
DRIEHAUS MUTUAL FUNDS | 0.00% | 14,185 | - | - | Mar 28, 2024 |
UBS FUNDS | 0.00% | 7,696 | - | - | Mar 31, 2024 |
Humankind Benefit Corp | 0.00% | 34 | - | - | Dec 31, 2023 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 242 | - | - | Mar 31, 2024 |
FIDELITY SECURITIES FUND | 0.00% | 92,656 | -700 | -0.75% | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 36,895 | -182 | -0.49% | Jan 31, 2024 |
FIRST TRUST SERIES FUND | 0.00% | 2,838 | - | - | Jan 31, 2024 |
DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 10,486 | - | - | Jan 31, 2024 |
ETF Series Solutions | 0.00% | 15,045 | 540 | 3.72% | Jan 31, 2024 |
IndexIQ ETF Trust | 0.00% | 1,551 | -114 | -6.85% | Jan 31, 2024 |
ALLSPRING FUNDS TRUST | 0.00% | 271,889 | - | - | Jan 31, 2024 |
PROFESSIONALLY MANAGED PORTFOLIOS | 0.00% | 37,497 | - | - | Feb 29, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 103,659 | 3,848 | 3.86% | Feb 29, 2024 |
DELAWARE VIP TRUST | 0.00% | 1,752 | -43 | -2.40% | Mar 28, 2024 |
LKCM Funds | 0.00% | 1,715 | -668 | -28.03% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 1,167 | -44 | -3.63% | Mar 31, 2024 |
Principal Exchange-Traded Funds | 0.00% | 4,396 | 834 | 23.41% | Mar 31, 2024 |
STONE RIDGE TRUST | 0.00% | 8,557 | - | - | Jan 31, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 20,091 | 509 | 2.60% | Feb 29, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 2,722 | -33 | -1.20% | Mar 28, 2024 |
Legg Mason ETF Investment Trust | 0.00% | 523 | - | - | Mar 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 264,922 | 32,787 | 14.12% | Jan 31, 2024 |
TIMOTHY PLAN | 0.00% | 1,179 | 162 | 15.93% | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 7,321 | -566 | -7.18% | Mar 31, 2024 |
Ultimus Managers Trust | 0.00% | 2,608 | - | - | Feb 29, 2024 |
VANGUARD EXPLORER FUND | 0.00% | 2,532 | - | - | Jan 31, 2024 |
Ivy Variable Insurance Portfolios | 0.00% | 4,538 | -238 | -4.98% | Mar 28, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 20,989 | - | - | Mar 28, 2024 |
FIDELITY SELECT PORTFOLIOS | 0.00% | 11,498 | - | - | Feb 29, 2024 |
SunAmerica Specialty Series | 0.00% | 94 | - | - | Apr 30, 2021 |
Fidelity Commonwealth Trust II | 0.00% | 1,183 | -4,900 | -80.55% | Aug 31, 2023 |
FIDELITY COVINGTON TRUST | 0.00% | 3,050 | 126 | 4.31% | Jan 31, 2024 |
Managed Portfolio Series | 0.00% | 3,069 | - | - | Jan 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 80,683 | 1,650 | 2.09% | Feb 29, 2024 |
ALPS ETF Trust | 0.00% | 1,712 | - | - | Feb 29, 2024 |
Krane Shares Trust | 0.00% | 2,391 | - | - | Dec 31, 2023 |
Global X Funds | 0.00% | 5,755 | - | - | Jan 31, 2024 |
Dimensional ETF Trust | 0.00% | 55,381 | -11,911 | -17.70% | Jan 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 2,783 | 71 | 2.62% | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 3,781 | -833 | -18.05% | Mar 31, 2024 |
PROSHARES TRUST | 0.00% | 29,789 | -6,701 | -18.36% | Feb 29, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 550 | -14 | -2.48% | Mar 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 96,804 | -6,074 | -5.90% | Mar 31, 2024 |
DELAWARE GROUP FOUNDATION FUNDS | 0.00% | 536 | - | - | Dec 30, 2022 |
North Square Investments Trust | 0.00% | 955 | - | - | Jan 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 30,179 | 5,774 | 23.66% | Feb 29, 2024 |
Lattice Strategies Trust | 0.00% | 145 | -35 | -19.44% | Mar 31, 2024 |
Janus Detroit Street Trust | 0.00% | 13,641 | 1,883 | 16.01% | Jan 31, 2024 |
Virtus Strategy Trust | 0.00% | 1,893 | - | - | Mar 28, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 451 | 34 | 8.15% | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 9,123 | 165 | 1.84% | Feb 29, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 6,377 | 6 | 0.09% | Jan 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 1,813 | - | - | Jan 31, 2024 |
DFA INVESTMENT TRUST CO | 0.00% | 10,486 | - | - | Jan 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 4,299 | 200 | 4.88% | Mar 31, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 3,323 | - | - | Mar 31, 2024 |
SA FUNDS INVESTMENT TRUST | 0.00% | 1,029 | - | - | Mar 31, 2024 |
PACE SELECT ADVISORS TRUST | 0.00% | 20,576 | -338 | -1.62% | Jan 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 166 | - | - | Mar 31, 2024 |
T. Rowe Price Global Allocation Fund, Inc. | 0.00% | 105 | - | - | Jan 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 14,741 | 795 | 5.70% | Feb 29, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 679 | 48 | 7.61% | Mar 31, 2024 |
GPS Funds I | 0.00% | 293 | - | - | Mar 31, 2024 |
FundVantage Trust | 0.00% | 783 | 780 | 26000.00% | Mar 28, 2024 |
Kadant Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 138 | -48.31% |
31 Mar, 24 | 267 | 11.25% |
31 Dec, 23 | 240 | 17.65% |
30 Sep, 23 | 204 | 7.94% |
30 Jun, 23 | 189 | -6.44% |
31 Mar, 23 | 202 | 6.88% |
31 Dec, 22 | 189 | 8.00% |
30 Sep, 22 | 175 | -5.41% |
30 Jun, 22 | 185 | 3.35% |
31 Mar, 22 | 179 | -1.65% |
31 Dec, 21 | 182 | 7.06% |
30 Sep, 21 | 170 | 6.92% |
30 Jun, 21 | 159 | 0.63% |
31 Mar, 21 | 158 | 6.76% |
31 Dec, 20 | 148 | 3.50% |
30 Sep, 20 | 143 | 10.00% |
30 Jun, 20 | 130 | 2.36% |
31 Mar, 20 | 127 | -11.81% |
31 Dec, 19 | 144 | - |
30 Sep, 19 | 144 | -3.36% |
30 Jun, 19 | 149 | -13.37% |
31 Mar, 19 | 172 | 2.38% |
31 Dec, 18 | 168 | 0.60% |
30 Sep, 18 | 167 | -0.60% |
30 Jun, 18 | 168 | -4.00% |
31 Mar, 18 | 175 | 1.16% |
31 Dec, 17 | 173 | 4.85% |
30 Sep, 17 | 165 | 7.84% |
30 Jun, 17 | 153 | 8.51% |
31 Mar, 17 | 141 | -7.24% |
31 Dec, 16 | 152 | 4.83% |
30 Sep, 16 | 145 | -4.61% |
30 Jun, 16 | 152 | 14.29% |
31 Mar, 16 | 133 | 0.76% |
31 Dec, 15 | 132 | -3.65% |
30 Sep, 15 | 137 | -6.80% |
30 Jun, 15 | 147 | -0.68% |
31 Mar, 15 | 148 | 13.85% |
31 Dec, 14 | 130 | 4.00% |
30 Sep, 14 | 125 | - |
30 Jun, 14 | 125 | 5.04% |
31 Mar, 14 | 119 | -3.25% |
31 Dec, 13 | 123 | 3.36% |
30 Sep, 13 | 119 | 5.31% |
30 Jun, 13 | 113 | 253.13% |
31 Mar, 13 | 32 | -15.79% |
31 Dec, 12 | 38 | -5.00% |
30 Sep, 12 | 40 | -4.76% |
30 Jun, 12 | 42 | 20.00% |
31 Mar, 12 | 35 | -10.26% |
31 Dec, 11 | 39 | -11.36% |
30 Sep, 11 | 44 | -10.20% |
30 Jun, 11 | 49 | 16.67% |
31 Mar, 11 | 42 | 50.00% |
31 Dec, 10 | 28 | - |
30 Sep, 10 | 28 | - |
30 Jun, 10 | 28 | 3.70% |
31 Mar, 10 | 27 | 28.57% |
31 Dec, 09 | 21 | 5.00% |
30 Sep, 09 | 20 | -20.00% |
30 Jun, 09 | 25 | 31.58% |
31 Mar, 09 | 19 | -24.00% |
31 Dec, 08 | 25 | -3.85% |
30 Sep, 08 | 26 | -13.33% |
30 Jun, 08 | 30 | 11.11% |
31 Mar, 08 | 27 | -12.90% |
31 Dec, 07 | 31 | 34.78% |
30 Sep, 07 | 23 | -17.86% |
30 Jun, 07 | 28 | 21.74% |
31 Mar, 07 | 23 | -20.69% |
31 Dec, 06 | 29 | 38.10% |
30 Sep, 06 | 21 | 50.00% |
30 Jun, 06 | 14 | -6.67% |
31 Mar, 06 | 15 | 7.14% |
31 Dec, 05 | 14 | -6.67% |
30 Sep, 05 | 15 | -16.67% |
30 Jun, 05 | 18 | - |
31 Mar, 05 | 18 | 63.64% |
31 Dec, 04 | 11 | -15.38% |
30 Sep, 04 | 13 | -18.75% |
30 Jun, 04 | 16 | -11.11% |
31 Mar, 04 | 18 | 28.57% |
31 Dec, 03 | 14 | - |
30 Sep, 03 | 14 | - |
30 Jun, 03 | 14 | 27.27% |
31 Mar, 03 | 11 | 10.00% |
31 Dec, 02 | 10 | 11.11% |
30 Sep, 02 | 9 | -10.00% |
30 Jun, 02 | 10 | 11.11% |
31 Mar, 02 | 9 | - |
31 Dec, 01 | 9 | -43.75% |
30 Sep, 01 | 16 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 2,920,553 | -75.46% |
31 Mar, 24 | 11,900,764 | 0.72% |
31 Dec, 23 | 11,815,208 | -0.06% |
30 Sep, 23 | 11,822,365 | 5.11% |
30 Jun, 23 | 11,247,583 | 1.05% |
31 Mar, 23 | 11,131,180 | 0.24% |
31 Dec, 22 | 11,104,633 | -0.60% |
30 Sep, 22 | 11,171,680 | 0.25% |
30 Jun, 22 | 11,143,804 | 1.69% |
31 Mar, 22 | 10,958,992 | 0.15% |
31 Dec, 21 | 10,942,382 | 0.77% |
30 Sep, 21 | 10,858,902 | 0.68% |
30 Jun, 21 | 10,786,014 | -1.37% |
31 Mar, 21 | 10,936,229 | 0.13% |
31 Dec, 20 | 10,921,894 | 0.00% |
30 Sep, 20 | 10,921,667 | -0.23% |
30 Jun, 20 | 10,946,641 | -1.49% |
31 Mar, 20 | 11,112,365 | -0.15% |
31 Dec, 19 | 11,129,605 | 3.67% |
30 Sep, 19 | 10,735,626 | 1.49% |
30 Jun, 19 | 10,577,694 | 2.38% |
31 Mar, 19 | 10,331,537 | -0.92% |
31 Dec, 18 | 10,427,340 | 2.79% |
30 Sep, 18 | 10,144,577 | 0.33% |
30 Jun, 18 | 10,111,698 | -0.23% |
31 Mar, 18 | 10,134,823 | 1.35% |
31 Dec, 17 | 9,999,434 | 0.09% |
30 Sep, 17 | 9,990,781 | 0.11% |
30 Jun, 17 | 9,980,161 | 1.85% |
31 Mar, 17 | 9,798,543 | 0.51% |
31 Dec, 16 | 9,749,213 | -1.01% |
30 Sep, 16 | 9,848,325 | 3.03% |
30 Jun, 16 | 9,558,798 | -0.27% |
31 Mar, 16 | 9,584,695 | 0.58% |
31 Dec, 15 | 9,529,771 | -1.51% |
30 Sep, 15 | 9,675,640 | -1.36% |
30 Jun, 15 | 9,808,708 | -0.01% |
31 Mar, 15 | 9,810,113 | 2.97% |
31 Dec, 14 | 9,527,204 | -3.28% |
30 Sep, 14 | 9,850,014 | 0.21% |
30 Jun, 14 | 9,829,396 | -1.38% |
31 Mar, 14 | 9,967,317 | -0.12% |
31 Dec, 13 | 9,979,412 | -2.39% |
30 Sep, 13 | 10,223,724 | 1.22% |
30 Jun, 13 | 10,100,067 | 142.25% |
31 Mar, 13 | 4,169,245 | -18.48% |
31 Dec, 12 | 5,114,470 | 14.33% |
30 Sep, 12 | 4,473,408 | -10.62% |
30 Jun, 12 | 5,004,958 | 2.39% |
31 Mar, 12 | 4,887,923 | 2.12% |
31 Dec, 11 | 4,786,646 | 27.47% |
30 Sep, 11 | 3,755,067 | -18.25% |
30 Jun, 11 | 4,593,411 | 6.93% |
31 Mar, 11 | 4,295,574 | 49.94% |
31 Dec, 10 | 2,864,788 | 6.87% |
30 Sep, 10 | 2,680,572 | 0.50% |
30 Jun, 10 | 2,667,160 | -4.44% |
31 Mar, 10 | 2,791,076 | 13.12% |
31 Dec, 09 | 2,467,333 | 7.27% |
30 Sep, 09 | 2,300,140 | -2.82% |
30 Jun, 09 | 2,366,995 | 4.89% |
31 Mar, 09 | 2,256,618 | -31.70% |
31 Dec, 08 | 3,304,037 | 11.23% |
30 Sep, 08 | 2,970,388 | -17.25% |
30 Jun, 08 | 3,589,593 | -1.51% |
31 Mar, 08 | 3,644,470 | -19.27% |
31 Dec, 07 | 4,514,132 | 29.67% |
30 Sep, 07 | 3,481,168 | -5.60% |
30 Jun, 07 | 3,687,564 | 100.40% |
31 Mar, 07 | 1,840,132 | -26.60% |
31 Dec, 06 | 2,507,162 | 92.76% |
30 Sep, 06 | 1,300,664 | 69.68% |
30 Jun, 06 | 766,519 | -56.67% |
31 Mar, 06 | 1,769,127 | -17.79% |
31 Dec, 05 | 2,151,888 | 99.61% |
30 Sep, 05 | 1,078,043 | -14.90% |
30 Jun, 05 | 1,266,802 | 15.15% |
31 Mar, 05 | 1,100,174 | 31.55% |
31 Dec, 04 | 836,288 | -27.72% |
30 Sep, 04 | 1,157,075 | -21.61% |
30 Jun, 04 | 1,476,124 | 7.73% |
31 Mar, 04 | 1,370,209 | 54.67% |
31 Dec, 03 | 885,874 | -30.40% |
30 Sep, 03 | 1,272,756 | 36.69% |
30 Jun, 03 | 931,148 | -41.21% |
31 Mar, 03 | 1,583,777 | 8.27% |
31 Dec, 02 | 1,462,834 | 11.82% |
30 Sep, 02 | 1,308,219 | -21.16% |
30 Jun, 02 | 1,659,337 | 287.40% |
31 Mar, 02 | 428,331 | -46.30% |
31 Dec, 01 | 797,624 | -7.01% |
30 Sep, 01 | 857,751 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 24.87% | 0.24% |
31 Mar, 24 | 101.51% | 1.00% |
31 Dec, 23 | 100.92% | 0.99% |
30 Sep, 23 | 100.99% | 1.09% |
30 Jun, 23 | 96.10% | 1.06% |
31 Mar, 23 | 95.29% | 1.05% |
31 Dec, 22 | 95.29% | 1.04% |
30 Sep, 22 | 95.80% | 1.05% |
30 Jun, 22 | 95.57% | 1.08% |
31 Mar, 22 | 94.23% | 1.06% |
31 Dec, 21 | 94.50% | 1.07% |
30 Sep, 21 | 93.77% | 1.08% |
30 Jun, 21 | 93.15% | 1.04% |
31 Mar, 21 | 94.66% | 1.05% |
31 Dec, 20 | 95.12% | 1.06% |
30 Sep, 20 | 94.94% | 1.04% |
30 Jun, 20 | 95.34% | 1.01% |
31 Mar, 20 | 97.20% | 0.99% |
31 Dec, 19 | 99.06% | 1.09% |
30 Sep, 19 | 95.28% | 1.07% |
30 Jun, 19 | 94.49% | 1.10% |
31 Mar, 19 | 92.80% | 1.05% |
31 Dec, 18 | 94.06% | 1.13% |
30 Sep, 18 | 91.38% | 1.10% |
30 Jun, 18 | 91.16% | 1.08% |
31 Mar, 18 | 91.78% | 1.11% |
31 Dec, 17 | 90.85% | 1.10% |
30 Sep, 17 | 90.79% | 1.10% |
30 Jun, 17 | 90.72% | 1.13% |
31 Mar, 17 | 89.47% | 1.12% |
31 Dec, 16 | 89.32% | 1.09% |
30 Sep, 16 | 90.34% | 1.17% |
30 Jun, 16 | 87.94% | 1.12% |
31 Mar, 16 | 88.80% | 1.15% |
31 Dec, 15 | 87.69% | 1.10% |
30 Sep, 15 | 89.09% | 1.11% |
30 Jun, 15 | 89.59% | 1.10% |
31 Mar, 15 | 90.07% | 1.17% |
31 Dec, 14 | 87.62% | 1.07% |
30 Sep, 14 | 90.38% | 1.14% |
30 Jun, 14 | 88.96% | 1.11% |
31 Mar, 14 | 89.54% | 1.12% |
31 Dec, 13 | 89.48% | 1.06% |
30 Sep, 13 | 91.67% | 1.12% |
30 Jun, 13 | 90.36% | 6.48% |
31 Mar, 13 | 37.35% | 1.81% |
31 Dec, 12 | 45.43% | 2.92% |
30 Sep, 12 | 39.44% | 2.11% |
30 Jun, 12 | 43.24% | 2.46% |
31 Mar, 12 | 41.95% | 2.53% |
31 Dec, 11 | 40.73% | 4.27% |
30 Sep, 11 | 30.89% | 2.22% |
30 Jun, 11 | 37.28% | 3.04% |
31 Mar, 11 | 35.02% | 6.33% |
31 Dec, 10 | 23.51% | 4.98% |
30 Sep, 10 | 21.73% | 4.72% |
30 Jun, 10 | 21.46% | 4.24% |
31 Mar, 10 | 22.49% | 5.62% |
31 Dec, 09 | 20.01% | 5.69% |
30 Sep, 09 | 18.75% | 5.03% |
30 Jun, 09 | 19.30% | 5.93% |
31 Mar, 09 | 18.04% | 3.02% |
31 Dec, 08 | 24.43% | 5.05% |
30 Sep, 08 | 21.99% | 3.21% |
30 Jun, 08 | 26.20% | 3.96% |
31 Mar, 08 | 25.73% | 2.57% |
31 Dec, 07 | 31.63% | 5.24% |
30 Sep, 07 | 24.56% | 3.55% |
30 Jun, 07 | 26.32% | 15.25% |
31 Mar, 07 | 13.14% | 4.12% |
31 Dec, 06 | 17.86% | 20.54% |
30 Sep, 06 | 9.33% | 29.80% |
30 Jun, 06 | 5.59% | 3.30% |
31 Mar, 06 | 13.03% | 5.23% |
31 Dec, 05 | 15.78% | 26.09% |
30 Sep, 05 | 7.78% | 9.35% |
30 Jun, 05 | 9.12% | 14.61% |
31 Mar, 05 | 7.90% | 21.72% |
31 Dec, 04 | 6.03% | 8.80% |
30 Sep, 04 | 8.28% | 7.68% |
30 Jun, 04 | 10.38% | 11.18% |
31 Mar, 04 | 9.63% | 22.46% |
31 Dec, 03 | 6.55% | 7.51% |
30 Sep, 03 | 9.34% | 19.92% |
30 Jun, 03 | 6.85% | 5.03% |
31 Mar, 03 | 11.67% | 9.14% |
31 Dec, 02 | 11.30% | 12.11% |
30 Sep, 02 | 9.66% | 5.43% |
30 Jun, 02 | 13.33% | 108.85% |
31 Mar, 02 | 3.50% | 8.28% |
31 Dec, 01 | 6.50% | 13.31% |
30 Sep, 01 | 6.99% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 69 | -42.50% |
31 Mar, 24 | 120 | 6.19% |
31 Dec, 23 | 113 | 24.18% |
30 Sep, 23 | 91 | 8.33% |
30 Jun, 23 | 84 | -12.50% |
31 Mar, 23 | 96 | 4.35% |
31 Dec, 22 | 92 | 27.78% |
30 Sep, 22 | 72 | -2.70% |
30 Jun, 22 | 74 | -1.33% |
31 Mar, 22 | 75 | -9.64% |
31 Dec, 21 | 83 | 13.70% |
30 Sep, 21 | 73 | 4.29% |
30 Jun, 21 | 70 | -4.11% |
31 Mar, 21 | 73 | 2.82% |
31 Dec, 20 | 71 | 44.90% |
30 Sep, 20 | 49 | -30.99% |
30 Jun, 20 | 71 | 18.33% |
31 Mar, 20 | 60 | -13.04% |
31 Dec, 19 | 69 | 6.15% |
30 Sep, 19 | 65 | 12.07% |
30 Jun, 19 | 58 | -26.58% |
31 Mar, 19 | 79 | - |
31 Dec, 18 | 79 | 33.90% |
30 Sep, 18 | 59 | -7.81% |
30 Jun, 18 | 64 | -1.54% |
31 Mar, 18 | 65 | -17.72% |
31 Dec, 17 | 79 | 1.28% |
30 Sep, 17 | 78 | - |
30 Jun, 17 | 78 | 20.00% |
31 Mar, 17 | 65 | -2.99% |
31 Dec, 16 | 67 | 15.52% |
30 Sep, 16 | 58 | -12.12% |
30 Jun, 16 | 66 | 3.13% |
31 Mar, 16 | 64 | 4.92% |
31 Dec, 15 | 61 | -7.58% |
30 Sep, 15 | 66 | -4.35% |
30 Jun, 15 | 69 | -5.48% |
31 Mar, 15 | 73 | 58.70% |
31 Dec, 14 | 46 | 12.20% |
30 Sep, 14 | 41 | -12.77% |
30 Jun, 14 | 47 | -11.32% |
31 Mar, 14 | 53 | -8.62% |
31 Dec, 13 | 58 | 23.40% |
30 Sep, 13 | 47 | -49.46% |
30 Jun, 13 | 93 | 365.00% |
31 Mar, 13 | 20 | 25.00% |
31 Dec, 12 | 16 | -30.43% |
30 Sep, 12 | 23 | -8.00% |
30 Jun, 12 | 25 | 13.64% |
31 Mar, 12 | 22 | 10.00% |
31 Dec, 11 | 20 | -13.04% |
30 Sep, 11 | 23 | -23.33% |
30 Jun, 11 | 30 | 15.38% |
31 Mar, 11 | 26 | 116.67% |
31 Dec, 10 | 12 | -14.29% |
30 Sep, 10 | 14 | -22.22% |
30 Jun, 10 | 18 | 12.50% |
31 Mar, 10 | 16 | 45.45% |
31 Dec, 09 | 11 | 57.14% |
30 Sep, 09 | 7 | -53.33% |
30 Jun, 09 | 15 | 50.00% |
31 Mar, 09 | 10 | -33.33% |
31 Dec, 08 | 15 | - |
30 Sep, 08 | 15 | -16.67% |
30 Jun, 08 | 18 | 20.00% |
31 Mar, 08 | 15 | -28.57% |
31 Dec, 07 | 21 | 90.91% |
30 Sep, 07 | 11 | -26.67% |
30 Jun, 07 | 15 | 7.14% |
31 Mar, 07 | 14 | -6.67% |
31 Dec, 06 | 15 | - |
30 Sep, 06 | 15 | 36.36% |
30 Jun, 06 | 11 | 37.50% |
31 Mar, 06 | 8 | -11.11% |
31 Dec, 05 | 9 | 12.50% |
30 Sep, 05 | 8 | -27.27% |
30 Jun, 05 | 11 | -15.38% |
31 Mar, 05 | 13 | 62.50% |
31 Dec, 04 | 8 | - |
30 Sep, 04 | 8 | -20.00% |
30 Jun, 04 | 10 | - |
31 Mar, 04 | 10 | 100.00% |
31 Dec, 03 | 5 | -44.44% |
30 Sep, 03 | 9 | 12.50% |
30 Jun, 03 | 8 | 33.33% |
31 Mar, 03 | 6 | -14.29% |
31 Dec, 02 | 7 | 16.67% |
30 Sep, 02 | 6 | -14.29% |
30 Jun, 02 | 7 | - |
31 Mar, 02 | 7 | 600.00% |
31 Dec, 01 | 1 | -93.75% |
30 Sep, 01 | 16 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 38 | -64.49% |
31 Mar, 24 | 107 | 22.99% |
31 Dec, 23 | 87 | 22.54% |
30 Sep, 23 | 71 | 10.94% |
30 Jun, 23 | 64 | 12.28% |
31 Mar, 23 | 57 | 5.56% |
31 Dec, 22 | 54 | -10.00% |
30 Sep, 22 | 60 | -1.64% |
30 Jun, 22 | 61 | -1.61% |
31 Mar, 22 | 62 | 6.90% |
31 Dec, 21 | 58 | 1.75% |
30 Sep, 21 | 57 | 3.64% |
30 Jun, 21 | 55 | - |
31 Mar, 21 | 55 | 19.57% |
31 Dec, 20 | 46 | -28.13% |
30 Sep, 20 | 64 | 60.00% |
30 Jun, 20 | 40 | -6.98% |
31 Mar, 20 | 43 | 2.38% |
31 Dec, 19 | 42 | 2.44% |
30 Sep, 19 | 41 | -22.64% |
30 Jun, 19 | 53 | -5.36% |
31 Mar, 19 | 56 | 7.69% |
31 Dec, 18 | 52 | -11.86% |
30 Sep, 18 | 59 | 1.72% |
30 Jun, 18 | 58 | -23.68% |
31 Mar, 18 | 76 | 18.75% |
31 Dec, 17 | 64 | 14.29% |
30 Sep, 17 | 56 | 16.67% |
30 Jun, 17 | 48 | - |
31 Mar, 17 | 48 | -4.00% |
31 Dec, 16 | 50 | -7.41% |
30 Sep, 16 | 54 | -1.82% |
30 Jun, 16 | 55 | 12.24% |
31 Mar, 16 | 49 | -5.77% |
31 Dec, 15 | 52 | 15.56% |
30 Sep, 15 | 45 | -13.46% |
30 Jun, 15 | 52 | 33.33% |
31 Mar, 15 | 39 | -25.00% |
31 Dec, 14 | 52 | 13.04% |
30 Sep, 14 | 46 | -13.21% |
30 Jun, 14 | 53 | 39.47% |
31 Mar, 14 | 38 | -7.32% |
31 Dec, 13 | 41 | -19.61% |
30 Sep, 13 | 51 | 200.00% |
30 Jun, 13 | 17 | 88.89% |
31 Mar, 13 | 9 | -50.00% |
31 Dec, 12 | 18 | 50.00% |
30 Sep, 12 | 12 | 33.33% |
30 Jun, 12 | 9 | -10.00% |
31 Mar, 12 | 10 | -9.09% |
31 Dec, 11 | 11 | -8.33% |
30 Sep, 11 | 12 | -14.29% |
30 Jun, 11 | 14 | 133.33% |
31 Mar, 11 | 6 | -25.00% |
31 Dec, 10 | 8 | -11.11% |
30 Sep, 10 | 9 | 12.50% |
30 Jun, 10 | 8 | 14.29% |
31 Mar, 10 | 7 | - |
31 Dec, 09 | 7 | - |
30 Sep, 09 | 7 | -22.22% |
30 Jun, 09 | 9 | 12.50% |
31 Mar, 09 | 8 | - |
31 Dec, 08 | 8 | - |
30 Sep, 08 | 8 | 33.33% |
30 Jun, 08 | 6 | -25.00% |
31 Mar, 08 | 8 | 60.00% |
31 Dec, 07 | 5 | -37.50% |
30 Sep, 07 | 8 | -20.00% |
30 Jun, 07 | 10 | 150.00% |
31 Mar, 07 | 4 | -55.56% |
31 Dec, 06 | 9 | 200.00% |
30 Sep, 06 | 3 | 50.00% |
30 Jun, 06 | 2 | -50.00% |
31 Mar, 06 | 4 | -20.00% |
31 Dec, 05 | 5 | 25.00% |
30 Sep, 05 | 4 | -20.00% |
30 Jun, 05 | 5 | 25.00% |
31 Mar, 05 | 4 | - |
31 Dec, 04 | - | -100.00% |
30 Sep, 04 | 3 | -25.00% |
30 Jun, 04 | 4 | 100.00% |
31 Mar, 04 | 2 | -66.67% |
31 Dec, 03 | 6 | 50.00% |
30 Sep, 03 | 4 | - |
30 Jun, 03 | 4 | 100.00% |
31 Mar, 03 | 2 | -33.33% |
31 Dec, 02 | 3 | 50.00% |
30 Sep, 02 | 2 | - |
30 Jun, 02 | 2 | 100.00% |
31 Mar, 02 | 1 | -80.00% |
31 Dec, 01 | 5 | - |
30 Sep, 01 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 138 | -48.31% | 2,920,553 | -75.46% | 24.87% | 0.24% | 69 | -42.50% | 38 | -64.49% |
31 Mar, 24 | 267 | 11.25% | 11,900,764 | 0.72% | 101.51% | 1.00% | 120 | 6.19% | 107 | 22.99% |
31 Dec, 23 | 240 | 17.65% | 11,815,208 | -0.06% | 100.92% | 0.99% | 113 | 24.18% | 87 | 22.54% |
30 Sep, 23 | 204 | 7.94% | 11,822,365 | 5.11% | 100.99% | 1.09% | 91 | 8.33% | 71 | 10.94% |
30 Jun, 23 | 189 | -6.44% | 11,247,583 | 1.05% | 96.10% | 1.06% | 84 | -12.50% | 64 | 12.28% |
31 Mar, 23 | 202 | 6.88% | 11,131,180 | 0.24% | 95.29% | 1.05% | 96 | 4.35% | 57 | 5.56% |
31 Dec, 22 | 189 | 8.00% | 11,104,633 | -0.60% | 95.29% | 1.04% | 92 | 27.78% | 54 | -10.00% |
30 Sep, 22 | 175 | -5.41% | 11,171,680 | 0.25% | 95.80% | 1.05% | 72 | -2.70% | 60 | -1.64% |
30 Jun, 22 | 185 | 3.35% | 11,143,804 | 1.69% | 95.57% | 1.08% | 74 | -1.33% | 61 | -1.61% |
31 Mar, 22 | 179 | -1.65% | 10,958,992 | 0.15% | 94.23% | 1.06% | 75 | -9.64% | 62 | 6.90% |
31 Dec, 21 | 182 | 7.06% | 10,942,382 | 0.77% | 94.50% | 1.07% | 83 | 13.70% | 58 | 1.75% |
30 Sep, 21 | 170 | 6.92% | 10,858,902 | 0.68% | 93.77% | 1.08% | 73 | 4.29% | 57 | 3.64% |
30 Jun, 21 | 159 | 0.63% | 10,786,014 | -1.37% | 93.15% | 1.04% | 70 | -4.11% | 55 | - |
31 Mar, 21 | 158 | 6.76% | 10,936,229 | 0.13% | 94.66% | 1.05% | 73 | 2.82% | 55 | 19.57% |
31 Dec, 20 | 148 | 3.50% | 10,921,894 | 0.00% | 95.12% | 1.06% | 71 | 44.90% | 46 | -28.13% |
30 Sep, 20 | 143 | 10.00% | 10,921,667 | -0.23% | 94.94% | 1.04% | 49 | -30.99% | 64 | 60.00% |
30 Jun, 20 | 130 | 2.36% | 10,946,641 | -1.49% | 95.34% | 1.01% | 71 | 18.33% | 40 | -6.98% |
31 Mar, 20 | 127 | -11.81% | 11,112,365 | -0.15% | 97.20% | 0.99% | 60 | -13.04% | 43 | 2.38% |
31 Dec, 19 | 144 | - | 11,129,605 | 3.67% | 99.06% | 1.09% | 69 | 6.15% | 42 | 2.44% |
30 Sep, 19 | 144 | -3.36% | 10,735,626 | 1.49% | 95.28% | 1.07% | 65 | 12.07% | 41 | -22.64% |
30 Jun, 19 | 149 | -13.37% | 10,577,694 | 2.38% | 94.49% | 1.10% | 58 | -26.58% | 53 | -5.36% |
31 Mar, 19 | 172 | 2.38% | 10,331,537 | -0.92% | 92.80% | 1.05% | 79 | - | 56 | 7.69% |
31 Dec, 18 | 168 | 0.60% | 10,427,340 | 2.79% | 94.06% | 1.13% | 79 | 33.90% | 52 | -11.86% |
30 Sep, 18 | 167 | -0.60% | 10,144,577 | 0.33% | 91.38% | 1.10% | 59 | -7.81% | 59 | 1.72% |
30 Jun, 18 | 168 | -4.00% | 10,111,698 | -0.23% | 91.16% | 1.08% | 64 | -1.54% | 58 | -23.68% |
31 Mar, 18 | 175 | 1.16% | 10,134,823 | 1.35% | 91.78% | 1.11% | 65 | -17.72% | 76 | 18.75% |
31 Dec, 17 | 173 | 4.85% | 9,999,434 | 0.09% | 90.85% | 1.10% | 79 | 1.28% | 64 | 14.29% |
30 Sep, 17 | 165 | 7.84% | 9,990,781 | 0.11% | 90.79% | 1.10% | 78 | - | 56 | 16.67% |
30 Jun, 17 | 153 | 8.51% | 9,980,161 | 1.85% | 90.72% | 1.13% | 78 | 20.00% | 48 | - |
31 Mar, 17 | 141 | -7.24% | 9,798,543 | 0.51% | 89.47% | 1.12% | 65 | -2.99% | 48 | -4.00% |
31 Dec, 16 | 152 | 4.83% | 9,749,213 | -1.01% | 89.32% | 1.09% | 67 | 15.52% | 50 | -7.41% |
30 Sep, 16 | 145 | -4.61% | 9,848,325 | 3.03% | 90.34% | 1.17% | 58 | -12.12% | 54 | -1.82% |
30 Jun, 16 | 152 | 14.29% | 9,558,798 | -0.27% | 87.94% | 1.12% | 66 | 3.13% | 55 | 12.24% |
31 Mar, 16 | 133 | 0.76% | 9,584,695 | 0.58% | 88.80% | 1.15% | 64 | 4.92% | 49 | -5.77% |
31 Dec, 15 | 132 | -3.65% | 9,529,771 | -1.51% | 87.69% | 1.10% | 61 | -7.58% | 52 | 15.56% |
30 Sep, 15 | 137 | -6.80% | 9,675,640 | -1.36% | 89.09% | 1.11% | 66 | -4.35% | 45 | -13.46% |
30 Jun, 15 | 147 | -0.68% | 9,808,708 | -0.01% | 89.59% | 1.10% | 69 | -5.48% | 52 | 33.33% |
31 Mar, 15 | 148 | 13.85% | 9,810,113 | 2.97% | 90.07% | 1.17% | 73 | 58.70% | 39 | -25.00% |
31 Dec, 14 | 130 | 4.00% | 9,527,204 | -3.28% | 87.62% | 1.07% | 46 | 12.20% | 52 | 13.04% |
30 Sep, 14 | 125 | - | 9,850,014 | 0.21% | 90.38% | 1.14% | 41 | -12.77% | 46 | -13.21% |
30 Jun, 14 | 125 | 5.04% | 9,829,396 | -1.38% | 88.96% | 1.11% | 47 | -11.32% | 53 | 39.47% |
31 Mar, 14 | 119 | -3.25% | 9,967,317 | -0.12% | 89.54% | 1.12% | 53 | -8.62% | 38 | -7.32% |
31 Dec, 13 | 123 | 3.36% | 9,979,412 | -2.39% | 89.48% | 1.06% | 58 | 23.40% | 41 | -19.61% |
30 Sep, 13 | 119 | 5.31% | 10,223,724 | 1.22% | 91.67% | 1.12% | 47 | -49.46% | 51 | 200.00% |
30 Jun, 13 | 113 | 253.13% | 10,100,067 | 142.25% | 90.36% | 6.48% | 93 | 365.00% | 17 | 88.89% |
31 Mar, 13 | 32 | -15.79% | 4,169,245 | -18.48% | 37.35% | 1.81% | 20 | 25.00% | 9 | -50.00% |
31 Dec, 12 | 38 | -5.00% | 5,114,470 | 14.33% | 45.43% | 2.92% | 16 | -30.43% | 18 | 50.00% |
30 Sep, 12 | 40 | -4.76% | 4,473,408 | -10.62% | 39.44% | 2.11% | 23 | -8.00% | 12 | 33.33% |
30 Jun, 12 | 42 | 20.00% | 5,004,958 | 2.39% | 43.24% | 2.46% | 25 | 13.64% | 9 | -10.00% |
31 Mar, 12 | 35 | -10.26% | 4,887,923 | 2.12% | 41.95% | 2.53% | 22 | 10.00% | 10 | -9.09% |
31 Dec, 11 | 39 | -11.36% | 4,786,646 | 27.47% | 40.73% | 4.27% | 20 | -13.04% | 11 | -8.33% |
30 Sep, 11 | 44 | -10.20% | 3,755,067 | -18.25% | 30.89% | 2.22% | 23 | -23.33% | 12 | -14.29% |
30 Jun, 11 | 49 | 16.67% | 4,593,411 | 6.93% | 37.28% | 3.04% | 30 | 15.38% | 14 | 133.33% |
31 Mar, 11 | 42 | 50.00% | 4,295,574 | 49.94% | 35.02% | 6.33% | 26 | 116.67% | 6 | -25.00% |
31 Dec, 10 | 28 | - | 2,864,788 | 6.87% | 23.51% | 4.98% | 12 | -14.29% | 8 | -11.11% |
30 Sep, 10 | 28 | - | 2,680,572 | 0.50% | 21.73% | 4.72% | 14 | -22.22% | 9 | 12.50% |
30 Jun, 10 | 28 | 3.70% | 2,667,160 | -4.44% | 21.46% | 4.24% | 18 | 12.50% | 8 | 14.29% |
31 Mar, 10 | 27 | 28.57% | 2,791,076 | 13.12% | 22.49% | 5.62% | 16 | 45.45% | 7 | - |
31 Dec, 09 | 21 | 5.00% | 2,467,333 | 7.27% | 20.01% | 5.69% | 11 | 57.14% | 7 | - |
30 Sep, 09 | 20 | -20.00% | 2,300,140 | -2.82% | 18.75% | 5.03% | 7 | -53.33% | 7 | -22.22% |
30 Jun, 09 | 25 | 31.58% | 2,366,995 | 4.89% | 19.30% | 5.93% | 15 | 50.00% | 9 | 12.50% |
31 Mar, 09 | 19 | -24.00% | 2,256,618 | -31.70% | 18.04% | 3.02% | 10 | -33.33% | 8 | - |
31 Dec, 08 | 25 | -3.85% | 3,304,037 | 11.23% | 24.43% | 5.05% | 15 | - | 8 | - |
30 Sep, 08 | 26 | -13.33% | 2,970,388 | -17.25% | 21.99% | 3.21% | 15 | -16.67% | 8 | 33.33% |
30 Jun, 08 | 30 | 11.11% | 3,589,593 | -1.51% | 26.20% | 3.96% | 18 | 20.00% | 6 | -25.00% |
31 Mar, 08 | 27 | -12.90% | 3,644,470 | -19.27% | 25.73% | 2.57% | 15 | -28.57% | 8 | 60.00% |
31 Dec, 07 | 31 | 34.78% | 4,514,132 | 29.67% | 31.63% | 5.24% | 21 | 90.91% | 5 | -37.50% |
30 Sep, 07 | 23 | -17.86% | 3,481,168 | -5.60% | 24.56% | 3.55% | 11 | -26.67% | 8 | -20.00% |
30 Jun, 07 | 28 | 21.74% | 3,687,564 | 100.40% | 26.32% | 15.25% | 15 | 7.14% | 10 | 150.00% |
31 Mar, 07 | 23 | -20.69% | 1,840,132 | -26.60% | 13.14% | 4.12% | 14 | -6.67% | 4 | -55.56% |
31 Dec, 06 | 29 | 38.10% | 2,507,162 | 92.76% | 17.86% | 20.54% | 15 | - | 9 | 200.00% |
30 Sep, 06 | 21 | 50.00% | 1,300,664 | 69.68% | 9.33% | 29.80% | 15 | 36.36% | 3 | 50.00% |
30 Jun, 06 | 14 | -6.67% | 766,519 | -56.67% | 5.59% | 3.30% | 11 | 37.50% | 2 | -50.00% |
31 Mar, 06 | 15 | 7.14% | 1,769,127 | -17.79% | 13.03% | 5.23% | 8 | -11.11% | 4 | -20.00% |
31 Dec, 05 | 14 | -6.67% | 2,151,888 | 99.61% | 15.78% | 26.09% | 9 | 12.50% | 5 | 25.00% |
30 Sep, 05 | 15 | -16.67% | 1,078,043 | -14.90% | 7.78% | 9.35% | 8 | -27.27% | 4 | -20.00% |
30 Jun, 05 | 18 | - | 1,266,802 | 15.15% | 9.12% | 14.61% | 11 | -15.38% | 5 | 25.00% |
31 Mar, 05 | 18 | 63.64% | 1,100,174 | 31.55% | 7.90% | 21.72% | 13 | 62.50% | 4 | - |
31 Dec, 04 | 11 | -15.38% | 836,288 | -27.72% | 6.03% | 8.80% | 8 | - | - | -100.00% |
30 Sep, 04 | 13 | -18.75% | 1,157,075 | -21.61% | 8.28% | 7.68% | 8 | -20.00% | 3 | -25.00% |
30 Jun, 04 | 16 | -11.11% | 1,476,124 | 7.73% | 10.38% | 11.18% | 10 | - | 4 | 100.00% |
31 Mar, 04 | 18 | 28.57% | 1,370,209 | 54.67% | 9.63% | 22.46% | 10 | 100.00% | 2 | -66.67% |
31 Dec, 03 | 14 | - | 885,874 | -30.40% | 6.55% | 7.51% | 5 | -44.44% | 6 | 50.00% |
30 Sep, 03 | 14 | - | 1,272,756 | 36.69% | 9.34% | 19.92% | 9 | 12.50% | 4 | - |
30 Jun, 03 | 14 | 27.27% | 931,148 | -41.21% | 6.85% | 5.03% | 8 | 33.33% | 4 | 100.00% |
31 Mar, 03 | 11 | 10.00% | 1,583,777 | 8.27% | 11.67% | 9.14% | 6 | -14.29% | 2 | -33.33% |
31 Dec, 02 | 10 | 11.11% | 1,462,834 | 11.82% | 11.30% | 12.11% | 7 | 16.67% | 3 | 50.00% |
30 Sep, 02 | 9 | -10.00% | 1,308,219 | -21.16% | 9.66% | 5.43% | 6 | -14.29% | 2 | - |
30 Jun, 02 | 10 | 11.11% | 1,659,337 | 287.40% | 13.33% | 108.85% | 7 | - | 2 | 100.00% |
31 Mar, 02 | 9 | - | 428,331 | -46.30% | 3.50% | 8.28% | 7 | 600.00% | 1 | -80.00% |
31 Dec, 01 | 9 | -43.75% | 797,624 | -7.01% | 6.50% | 13.31% | 1 | -93.75% | 5 | - |
30 Sep, 01 | 16 | - | 857,751 | - | 6.99% | - | 16 | - | - | - |
Kadant Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Kadant Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 1 | - |
Q2 2024 | 10 | 6 | 166.67% |
Q1 2024 | 68 | 110 | 61.82% |
Q4 2023 | 6 | 4 | 150.00% |
Q3 2023 | 5 | 13 | 38.46% |
Q2 2023 | 10 | 9 | 111.11% |
Q1 2023 | 68 | 101 | 67.33% |
Q4 2022 | 7 | 12 | 58.33% |
Q3 2022 | - | 2 | - |
Q2 2022 | 10 | 2 | 500.00% |
Q1 2022 | 42 | 68 | 61.76% |
Q4 2021 | 54 | 135 | 40.00% |
Q3 2021 | - | 16 | - |
Q2 2021 | 10 | 15 | 66.67% |
Q1 2021 | 56 | 85 | 65.88% |
Q4 2020 | 13 | 32 | 40.63% |
Q3 2020 | 8 | 15 | 53.33% |
Q2 2020 | 24 | 46 | 52.17% |
Q1 2020 | 52 | 106 | 49.06% |
Q4 2019 | 57 | 114 | 50.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 1 | - |
Q2 2024 | - | 1 | - |
Q1 2024 | - | 13 | - |
Q4 2023 | - | - | - |
Q3 2023 | - | 8 | - |
Q2 2023 | - | 4 | - |
Q1 2023 | - | 8 | - |
Q4 2022 | - | 1 | - |
Q3 2022 | - | 2 | - |
Q2 2022 | - | - | - |
Q1 2022 | - | 5 | - |
Q4 2021 | - | 73 | - |
Q3 2021 | - | 16 | - |
Q2 2021 | - | 8 | - |
Q1 2021 | - | 11 | - |
Q4 2020 | - | 19 | - |
Q3 2020 | - | 10 | - |
Q2 2020 | - | 25 | - |
Q1 2020 | - | 36 | - |
Q4 2019 | - | 60 | - |
Kadant Peer Ownership
KAI Ownership FAQ
Who Owns Kadant?
Kadant is owned by institutional shareholders (24.87%), insiders (0.97%), and public (74.16%). The largest institutional shareholder of Kadant is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (11.49% of total shares) and the top mutual fund owner is ALLIED ASSET ADVISORS FUNDS (0.40% of total shares).
Who are the major institutional shareholders of Kadant?
Kadant's major institutional shareholders are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, WASATCH ADVISORS LP, VANGUARD GROUP INC, BLACKROCK INC., and NEUBERGER BERMAN GROUP LLC. The top five shareholders own together 45.23% of the company's share outstanding.
How many Kadant shareholders are there?
As of Jun 2024, there are 138 institutional shareholders of Kadant.
What percentage of Kadant is owned by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC?
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC owns 1.35M shares of Kadant, representing 11.49% of the company's total shares outstanding, valued at $396.44M (as of Jun 2024).
What percentage of Kadant is owned by WASATCH ADVISORS LP?
As of Jun 2024, WASATCH ADVISORS LP holds 1.2M shares of Kadant (KAI), compromising 10.22% of the company, valued at $352.55M.
What percentage of Kadant is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Kadant. The company owns 967.66K of the company's shares outstanding (worth $284.28M).