Latest Institutional Transactions on Kadant Inc (KAI)
This table provides information on the latest institutional transactions involving Kadant Inc (KAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$1.46K - $1.58K
|
7
$2.48K
|
|
Oct 12, 2023
Q3 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.68K- 49.38% |
$350K - $380K
|
1.72K
$610K
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.79K- 3.74% |
$329K - $404K
|
46.1K
$16.3M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17+ 0.63% |
$3.13K - $3.84K
|
2.72K
$963K
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-76- 27.64% |
$14K - $17.2K
|
199
$70.5K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
45.7K+ 135.22% |
$8.41M - $10.3M
|
79.5K
$28.1M
|
|
Q1 2023 | |||||||
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
1KNew |
$178K - $220K
|
1K
$354K
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.76KNew |
$490K - $606K
|
2.76K
$975K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$178 - $220
|
2
$708
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.6KNew |
$285K - $352K
|
1.6K
$566K
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-329- 40.67% |
$58.6K - $72.4K
|
480
$170K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 33.33% |
$356 - $440
|
8
$2.83K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7New |
$1.25K - $1.54K
|
7
$2.48K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
45New |
$8.01K - $9.9K
|
45
$15.9K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16- 8.33% |
$2.53K - $3.1K
|
176
$62.3K
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-923- 29.04% |
$146K - $179K
|
2.26K
$798K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.2KNew |
$10.5M - $12.8M
|
66.2K
$23.4M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
54New |
$8.53K - $10.5K
|
54
$19.1K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.24KNew |
$195K - $240K
|
1.24K
$438K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
339New |
$53.6K - $65.7K
|
339
$120K
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.74KNew |
$907K - $1.11M
|
5.74K
$2.03M
|
|
Feb 09, 2023
Q4 2022
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
612+ 15.09% |
$96.7K - $119K
|
4.67K
$1.65M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
54New |
$8.53K - $10.5K
|
54
$19.1K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3New |
$474 - $581
|
3
$1.06K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-22- 95.65% |
$3.48K - $4.26K
|
1
$354
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15New |
$2.37K - $2.91K
|
15
$5.31K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12New |
$1.9K - $2.33K
|
12
$4.25K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-32- 0.14% |
$5.06K - $6.2K
|
22.4K
$7.94M
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12Closed |
$2K - $2.46K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-12.4K- 72.72% |
$2.07M - $2.54M
|
4.65K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
20New |
$3.34K - $4.1K
|
20
$7.08K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1- 6.25% |
$167 - $205
|
15
$5.31K
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-100- 3.85% |
$16.7K - $20.5K
|
2.5K
$885K
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-2K- 40.0% |
$334K - $410K
|
3K
$1.06M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
10New |
$1.67K - $2.05K
|
10
$3.54K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
46New |
$7.67K - $9.44K
|
46
$16.3K
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
SELL
|
- |
-400- 13.79% |
$66.7K - $82.1K
|
2.5K
$885K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3+ 3.09% |
$500 - $615
|
100
$35.4K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$3.38K - $3.99K
|
20
$7.08K
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.34K- 14.9% |
$227K - $267K
|
7.66K
$2.71M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2Closed |
$338 - $399
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.48KClosed |
$250K - $294K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
345+ 29.06% |
$58.4K - $68.7K
|
1.53K
$542K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10Closed |
$1.69K - $1.99K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-34- 94.44% |
$5.75K - $6.77K
|
2
$708
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.79KNew |
$303K - $356K
|
1.79K
$633K
|
|
Aug 12, 2022
Q2 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-210- 14.37% |
$35.5K - $41.8K
|
1.25K
$443K
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1.27KClosed |
$215K - $253K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
BUY
|
- |
7KNew |
$1.18M - $1.39M
|
7K
$2.48M
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.39KNew |
$405K - $476K
|
2.39K
$846K
|