Institutional Ownership Grocery Outlet Holding Corp. (GO)
This table provides information about the institutional ownership of Grocery Outlet Holding Corp. (GO). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
105
shares
|
$1,391
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$1,325
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
98
shares
|
$1,298
0.0% of portfolio
|
Q4 2024
Added 55.56%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
79
shares
|
$1,046
0.0% of portfolio
|
Q4 2024
Added 79.55%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
76
shares
|
$1,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
71
shares
|
$940
0.0% of portfolio
|
Q4 2024
Added 1320.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
67
shares
|
$887
0.0% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
62
shares
|
$821
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
60
shares
|
$795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
52
shares
|
$689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$596
0.0% of portfolio
|
Q4 2023
Reduced 56.82%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
45
shares
|
$596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
43
shares
|
$569
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
24
shares
|
$318
0.0% of portfolio
|
Q4 2024
Reduced 81.1%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
22
shares
|
$291
0.0% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
14
shares
|
$185
0.0% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
14
shares
|
$185
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
12
shares
|
$159
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
7
shares
|
$92
0.0% of portfolio
|
Q4 2024
Added 133.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
4
shares
|
$53
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
4
shares
|
$53
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
3
shares
|
$39
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$26
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q3 2024
Reduced 96.88%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q4 2024
New holding
|