Institutional Ownership Kadant Inc (KAI)
This table provides information about the institutional ownership of Kadant Inc (KAI). We have compiled data on the 296 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
38
shares
|
$12,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
37
shares
|
$12,615
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
34
shares
|
$11,592
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
30
shares
|
$10,229
0.0% of portfolio
|
Q1 2022
Reduced 11.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
28
shares
|
$9,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
26
shares
|
$8,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
23
shares
|
$7,842
0.0% of portfolio
|
Q3 2024
Reduced 99.51%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
17
shares
|
$5,796
0.0% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
16
shares
|
$5,455
0.0% of portfolio
|
Q1 2024
Added 23.08%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
14
shares
|
$4,773
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
12
shares
|
$4,091
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
12
shares
|
$4,091
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$4,091
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10
shares
|
$3,409
0.0% of portfolio
|
Q2 2024
Reduced 64.29%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$3,409
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
9
shares
|
$3,068
0.0% of portfolio
|
Q3 2024
Reduced 80.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7
shares
|
$2,386
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
7
shares
|
$2,386
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7
shares
|
$2,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
7
shares
|
$2,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
5
shares
|
$1,704
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$1,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3
shares
|
$1,022
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3
shares
|
$1,022
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
3
shares
|
$1,022
0.0% of portfolio
|
Q4 2022
New holding
|