Institutional Ownership Enerpac Tool Group Corp (EPAC)
This table provides information about the institutional ownership of Enerpac Tool Group Corp (EPAC). We have compiled data on the 244 institutions that hold shares in the stock, with a total of 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
56
shares
|
$2,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
55
shares
|
$2,464
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
52
shares
|
$2,329
0.0% of portfolio
|
Q2 2023
Reduced 10.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
50
shares
|
$2,240
0.0% of portfolio
|
Q4 2024
Reduced 26.47%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
44
shares
|
$1,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
40
shares
|
$1,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
37
shares
|
$1,657
0.0% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
25
shares
|
$1,120
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
24
shares
|
$1,075
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
21
shares
|
$940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
19
shares
|
$851
0.0% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
11
shares
|
$492
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
8
shares
|
$358
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
6
shares
|
$268
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
5
shares
|
$224
0.0% of portfolio
|
Q3 2024
Reduced 61.54%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|