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 235 institutions that hold shares in the stock, with a total of 6.64 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
6,261
shares
|
$370,150
0.01% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
5,823
shares
|
$344,255
0.0% of portfolio
|
Q2 2024
Reduced 26.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,761
shares
|
$340,590
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,709
shares
|
$337,516
0.0% of portfolio
|
Q4 2024
Reduced 41.3%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,665
shares
|
$334,914
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,530
shares
|
$326,933
0.02% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
5,500
shares
|
$325,160
0.0% of portfolio
|
Q1 2024
Reduced 29.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,402
shares
|
$319,366
0.0% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,370
shares
|
$317,474
0.15% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
5,300
shares
|
$313,336
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,282
shares
|
$312,271
0.0% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
5,222
shares
|
$308,724
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
5,193
shares
|
$307,010
0.0% of portfolio
|
Q3 2024
Reduced 29.08%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,102
shares
|
$301,630
0.01% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,077
shares
|
$300,152
0.04% of portfolio
|
Q3 2024
Reduced 18.27%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,065
shares
|
$299,442
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,913
shares
|
$290,456
0.0% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
4,595
shares
|
$271,656
0.0% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,350
shares
|
$257,172
0.02% of portfolio
|
Q2 2023
Added 2.35%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,336
shares
|
$256,344
0.01% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
4,225
shares
|
$249,782
0.17% of portfolio
|
Q4 2023
Reduced 6.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,212
shares
|
$249,013
0.0% of portfolio
|
Q3 2024
Reduced 25.39%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,208
shares
|
$248,776
0.02% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
4,088
shares
|
$241,682
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
3,976
shares
|
$235,061
0.01% of portfolio
|
Q4 2024
Added 7.26%
|