Institutional Ownership Robo Global Robotics And Autom (ROBO)
This table provides information about the institutional ownership of Robo Global Robotics And Autom (ROBO). We have compiled data on the 233 institutions that hold shares in the stock, with a total of 7.38 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealthquest Corp
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,085,420
shares
|
$54.4 Million
6.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
899,269
shares
|
$45.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
548,310
shares
|
$27.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
325,139
shares
|
$16.3 Million
2.89% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
290,887
shares
|
$14.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
214,392
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
205,577
shares
|
$10.3 Million
2.02% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Gray Foundation
Cohoes, NY |
Feb 04, 2025 Q4 2024 |
205,000
shares
|
$10.3 Million
3.29% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
197,537
shares
|
$9.9 Million
0.02% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
197,080
shares
|
$9.88 Million
0.23% of portfolio
|
Q4 2022
Reduced -0.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
167,700
shares
|
$8.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
157,883
shares
|
$7.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
142,295
shares
|
$7.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
106,095
shares
|
$5.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
100,568
shares
|
$5.04 Million
0.13% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Carmel Capital Management L.L.C.
|
Apr 28, 2025 Q1 2025 |
97,965
shares
|
$4.91 Million
2.17% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
96,680
shares
|
$4.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
91,069
shares
|
$4.57 Million
0.0% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
90,910
shares
|
$4.56 Million
0.64% of portfolio
|
Q1 2025
Added 27.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
82,423
shares
|
$4.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
79,366
shares
|
$3.98 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
75,890
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
68,572
shares
|
$3.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
61,751
shares
|
$3.1 Million
0.06% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
61,039
shares
|
$3.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.99%
|