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 437 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
13
shares
|
$235
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
12
shares
|
$217
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
12
shares
|
$217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
11
shares
|
$198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
11
shares
|
$198
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
10
shares
|
$180
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10
shares
|
$180
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10
shares
|
$180
0.0% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$180
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
9
shares
|
$162
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
8
shares
|
$144
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
8
shares
|
$144
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7
shares
|
$126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
7
shares
|
$126
0.0% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
6
shares
|
$108
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
6
shares
|
$108
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5
shares
|
$90
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
5
shares
|
$90
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$90
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5
shares
|
$90
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$72
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3
shares
|
$54
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
2
shares
|
$36
0.0% of portfolio
|
Q2 2023
Reduced 92.59%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
2
shares
|
$36
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
2
shares
|
$36
0.0% of portfolio
|
Q4 2023
New holding
|