Institutional Ownership Robo Global Robotics And Autom (ROBO)
This table provides information about the institutional ownership of Robo Global Robotics And Autom (ROBO). We have compiled data on the 239 institutions that hold shares in the stock, with a total of 6.39 Million shares, which have been reported (via 13F filing form) to have a value of $344 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,441
shares
|
$1.02 Million
0.41% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
18,301
shares
|
$956,959
0.26% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
17,590
shares
|
$919,781
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
17,474
shares
|
$913,715
1.78% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
17,440
shares
|
$911,937
0.01% of portfolio
|
Q4 2024
Added 70.31%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
16,867
shares
|
$881,975
0.02% of portfolio
|
Q4 2024
Reduced 26.88%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
16,089
shares
|
$841,293
0.11% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
15,027
shares
|
$785,761
0.0% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
15,008
shares
|
$784,768
0.55% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
14,976
shares
|
$783,095
0.07% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,068
shares
|
$735,615
0.02% of portfolio
|
Q2 2020
Added 6.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
13,980
shares
|
$731,014
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
13,898
shares
|
$726,726
0.07% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
13,564
shares
|
$709,261
0.08% of portfolio
|
Q4 2024
Reduced 19.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
13,341
shares
|
$697,600
0.01% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,123
shares
|
$686,201
0.0% of portfolio
|
Q3 2023
Reduced 58.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
12,940
shares
|
$676,632
0.0% of portfolio
|
Q4 2022
Reduced 5.34%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,413
shares
|
$649,075
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
12,079
shares
|
$631,610
0.22% of portfolio
|
Q4 2024
Reduced 71.72%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,799
shares
|
$616,969
0.02% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
11,640
shares
|
$608,655
0.07% of portfolio
|
Q1 2022
Reduced 18.36%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,316
shares
|
$591,713
0.0% of portfolio
|
Q4 2024
Reduced 19.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
11,184
shares
|
$584,811
0.0% of portfolio
|
Q4 2024
Added 2163.97%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
10,429
shares
|
$545,332
0.02% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,148
shares
|
$530,638
0.02% of portfolio
|
Q4 2024
Reduced 20.87%
|