Purchases and Sales Made in Q4 2023 in Fox Corp (FOXA)
This table provides information about the institutional ownership of Fox Corp (FOXA) during Q4 2023. The information is specifically focused on institutions that hold shares of Fox Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
147New |
$4.28K - $4.69K
|
147
$7.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
139+ 59.66% |
$4.04K - $4.44K
|
372
$18.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
135+ 50.19% |
$3.93K - $4.31K
|
404
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
131New |
$3.81K - $4.18K
|
131
$6.55K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130New |
$3.78K - $4.15K
|
130
$6.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
129+ 1.77% |
$3.75K - $4.12K
|
7.43K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
109New |
$3.17K - $3.48K
|
109
$5.45K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
99+ 104.21% |
$2.88K - $3.16K
|
194
$9.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
91New |
$2.65K - $2.9K
|
91
$4.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
87New |
$2.53K - $2.78K
|
87
$4.35K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
73+ 8.15% |
$2.12K - $2.33K
|
969
$48.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58+ 0.47% |
$1.69K - $1.85K
|
12.5K
$625K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
41+ 0.08% |
$1.19K - $1.31K
|
54.5K
$2.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
38+ 16.17% |
$1.11K - $1.21K
|
273
$13.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 3.98% |
$1.11K - $1.21K
|
992
$49.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
34+ 161.9% |
$989 - $1.08K
|
55
$2.75K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
33+ 100.0% |
$960 - $1.05K
|
66
$3.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
33New |
$960 - $1.05K
|
33
$1.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$873 - $957
|
30
$1.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27New |
$786 - $862
|
27
$1.35K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
25+ 3.82% |
$728 - $798
|
679
$33.9K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 28.74% |
$728 - $798
|
112
$5.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 15.23% |
$669 - $734
|
174
$8.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
22New |
$640 - $702
|
22
$1.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 666.67% |
$582 - $638
|
23
$1.15K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19New |
$553 - $606
|
19
$950
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
18New |
$524 - $574
|
18
$900
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17+ 1.31% |
$495 - $542
|
1.31K
$65.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6New |
$175 - $191
|
6
$300
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$175 - $191
|
6
$300
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6New |
$175 - $191
|
6
$300
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5New |
$146 - $160
|
5
$250
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$116 - $128
|
4
$200
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$58.2 - $63.8
|
2
$100
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 0.32% |
$29.1 - $31.9
|
316
$15.8K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1- 0.21% |
$29.1 - $31.9
|
469
$23.4K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3- 2.07% |
$87.3 - $95.7
|
142
$7.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.19% |
$87.3 - $95.7
|
1.62K
$80.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 11.11% |
$146 - $160
|
40
$2K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 1.85% |
$175 - $191
|
318
$15.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9- 0.64% |
$262 - $287
|
1.41K
$70.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11- 52.38% |
$320 - $351
|
10
$500
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 10.2% |
$437 - $479
|
132
$6.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 50.0% |
$466 - $511
|
16
$800
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 3.36% |
$495 - $542
|
489
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-21- 6.38% |
$611 - $670
|
308
$15.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 39.13% |
$786 - $862
|
42
$2.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 1.12% |
$815 - $893
|
2.47K
$124K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-31- 38.75% |
$902 - $989
|
49
$2.45K
|