Institutional Ownership Apogee Enterprises, Inc. (APOG)
This table provides information about the institutional ownership of Apogee Enterprises, Inc. (APOG). We have compiled data on the 250 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
68
shares
|
$3,742
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
65
shares
|
$3,577
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
64
shares
|
$3,522
0.0% of portfolio
|
Q3 2024
Added 146.15%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
64
shares
|
$3,522
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
59
shares
|
$3,247
0.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
51
shares
|
$2,807
0.0% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
48
shares
|
$2,641
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
45
shares
|
$2,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
25
shares
|
$1,376
0.0% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
25
shares
|
$1,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
19
shares
|
$1,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
18
shares
|
$990
0.0% of portfolio
|
Q1 2023
Added 20.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14
shares
|
$770
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12
shares
|
$660
0.0% of portfolio
|
Q2 2023
Reduced 93.1%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
10
shares
|
$550
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4
shares
|
$220
0.0% of portfolio
|
Q4 2023
Reduced 95.56%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3
shares
|
$165
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3
shares
|
$165
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|