Latest Institutional Transactions on Schneider Electric Se Unsponso (SBGSY)
This table provides information on the latest institutional transactions involving Schneider Electric Se Unsponso (SBGSY) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
78New |
$3.83K - $4.42K
|
78
$4.24K
|
|
|
Nov 14, 2025
Q3 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
384+ 5.91% |
$18.9K - $21.8K
|
6.88K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.59K+ 0.86% |
$78.1K - $90.2K
|
186K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-5.83K- 4.55% |
$286K - $331K
|
122K
$6.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.92K- 10.67% |
$143K - $165K
|
24.4K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
140New |
$6.88K - $7.94K
|
140
$7.61K
|
|
|
Nov 10, 2025
Q3 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-2.43K- 1.66% |
$119K - $138K
|
144K
$7.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Broderick Brian C
|
SELL
|
- |
-1.56K- 0.65% |
$76.7K - $88.6K
|
240K
$13M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.95K- 32.87% |
$95.6K - $110K
|
3.97K
$216K
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-14.1K- 2.22% |
$691K - $797K
|
619K
$33.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Dempze Nancy E
|
BUY
|
- |
370+ 0.42% |
$18.2K - $21K
|
88.8K
$4.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
BUY
|
- |
992+ 0.71% |
$48.7K - $56.3K
|
141K
$7.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
835+ 1.05% |
$41K - $47.4K
|
80.4K
$4.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
BUY
|
- |
670+ 0.39% |
$32.9K - $38K
|
173K
$9.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
8.8K+ 13.96% |
$432K - $499K
|
71.8K
$3.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
SELL
|
- |
-3.52K- 1.35% |
$173K - $200K
|
257K
$14M
|
|
|
Nov 07, 2025
Q3 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
250+ 0.26% |
$12.3K - $14.2K
|
95.5K
$5.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.64K- 6.15% |
$179K - $207K
|
55.6K
$3.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
534+ 1.06% |
$26.2K - $30.3K
|
50.7K
$2.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
223+ 1.21% |
$11K - $12.7K
|
18.7K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.28KNew |
$210K - $243K
|
4.28K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
159+ 2.15% |
$7.81K - $9.02K
|
7.55K
$411K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
283+ 100.0% |
$13.9K - $16.1K
|
566
$30.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.75K- 11.93% |
$332K - $383K
|
49.9K
$2.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4.17KNew |
$205K - $236K
|
4.17K
$227K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.71KNew |
$182K - $210K
|
3.71K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Myriad Asset Management Us LP
|
SELL
|
- |
-9.84K- 39.05% |
$483K - $558K
|
15.4K
$835K
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-294- 0.2% |
$14.4K - $16.7K
|
144K
$7.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
190+ 3.36% |
$9.34K - $10.8K
|
5.85K
$318K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.25KNew |
$61.3K - $70.7K
|
1.25K
$67.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
879+ 2746.88% |
$43.2K - $49.9K
|
911
$49.5K
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
31K+ 8.12% |
$1.52M - $1.76M
|
413K
$22.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.46K+ 19.8% |
$71.5K - $82.6K
|
8.81K
$479K
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
400New |
$16.2K - $21.6K
|
400
$21.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-560- 3.64% |
$22.7K - $30.2K
|
14.8K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
753+ 89.64% |
$30.5K - $40.6K
|
1.59K
$86.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64New |
$2.59K - $3.45K
|
64
$3.48K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
2.5K+ 27.69% |
$101K - $135K
|
11.5K
$627K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-91- 31.16% |
$3.69K - $4.91K
|
201
$10.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4.72K+ 19.57% |
$191K - $255K
|
28.9K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.97KNew |
$161K - $214K
|
3.97K
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
843New |
$34.2K - $45.5K
|
843
$45.8K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
20KNew |
$918K - $1.14M
|
20K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.2KNew |
$1.66M - $2.06M
|
36.2K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 35.0% |
$321 - $397
|
13
$707
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
693+ 2.97% |
$31.8K - $39.3K
|
24.1K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
60New |
$2.76K - $3.41K
|
60
$3.26K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.02KClosed |
$46.8K - $57.8K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.79KNew |
$82.3K - $102K
|
1.79K
$97.5K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-82- 19.11% |
$4.07K - $4.38K
|
347
$18.9K
|
|