Institutional Ownership Resideo Technologies, Inc. (REZI)
This table provides information about the institutional ownership of Resideo Technologies, Inc. (REZI). We have compiled data on the 410 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
16
shares
|
$360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
16
shares
|
$360
0.0% of portfolio
|
Q2 2022
Reduced 98.57%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
16
shares
|
$360
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
16
shares
|
$360
0.0% of portfolio
|
Q2 2024
Reduced 62.79%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
15
shares
|
$337
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
14
shares
|
$315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
13
shares
|
$292
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
12
shares
|
$270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
11
shares
|
$247
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
10
shares
|
$225
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10
shares
|
$225
0.0% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$225
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10
shares
|
$225
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10
shares
|
$225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
9
shares
|
$202
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
8
shares
|
$180
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
8
shares
|
$180
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
7
shares
|
$157
0.0% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7
shares
|
$157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
6
shares
|
$135
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
6
shares
|
$135
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5
shares
|
$112
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
5
shares
|
$112
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$90
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3
shares
|
$67
0.0% of portfolio
|
Q4 2022
New holding
|