Latest Institutional Transactions on Siemens Aktiengesellschaft Ads (SIEGY)
This table provides information on the latest institutional transactions involving Siemens Aktiengesellschaft Ads (SIEGY) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
2.52KNew |
$244K - $327K
|
2.52K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
6KNew |
$580K - $778K
|
6K
$801K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36.1KNew |
$3.49M - $4.68M
|
36.1K
$4.82M
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
217New |
$21K - $28.1K
|
217
$29K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.77KNew |
$171K - $229K
|
1.77K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.04K+ 5.2% |
$100K - $135K
|
21K
$2.8M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 2.17% |
$193 - $259
|
94
$12.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
145New |
$14K - $18.8K
|
145
$19.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-7.2K- 20.11% |
$696K - $934K
|
28.6K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-950- 4.73% |
$91.9K - $123K
|
19.1K
$2.55M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-32- 15.84% |
$3.09K - $4.15K
|
170
$22.7K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
366New |
$33.8K - $37.7K
|
366
$48.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
20.6KNew |
$1.91M - $2.13M
|
20.6K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.96KNew |
$274K - $305K
|
2.96K
$395K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 7.13% |
$9.24K - $10.3K
|
1.3K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.21KNew |
$204K - $228K
|
2.21K
$295K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.27K- 30.92% |
$107K - $129K
|
2.84K
$379K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
51New |
$4.28K - $5.19K
|
51
$6.81K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.35KNew |
$113K - $138K
|
1.35K
$181K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 31.75% |
$16.8K - $20.4K
|
430
$57.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 4.15% |
$21K - $25.5K
|
5.78K
$772K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-60- 23.9% |
$5.33K - $6.12K
|
191
$25.5K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.53K+ 16.38% |
$313K - $360K
|
25.1K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-47- 31.97% |
$4.17K - $4.8K
|
100
$13.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 40.0% |
$888 - $1.02K
|
35
$4.67K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-7- 0.09% |
$605 - $706
|
7.6K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
327New |
$28.3K - $33K
|
327
$43.7K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
38+ 1.58% |
$2.42K - $3.56K
|
2.45K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-56- 16.33% |
$3.57K - $5.24K
|
287
$38.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-379K- 3.29% |
$24.2M - $35.5M
|
11.1M
$1.49B
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
67.2KNew |
$4.28M - $6.29M
|
67.2K
$8.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
250New |
$15.9K - $23.4K
|
250
$33.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-56- 16.33% |
$3.57K - $5.24K
|
287
$38.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.55K- 5.93% |
$174K - $218K
|
40.4K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.02K- 25.14% |
$206K - $257K
|
8.99K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-26- 28.57% |
$1.78K - $2.22K
|
65
$8.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
52+ 2.84% |
$3.55K - $4.44K
|
1.88K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
83+ 488.24% |
$5.67K - $7.08K
|
100
$13.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-16- 19.75% |
$1.09K - $1.37K
|
65
$8.68K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-173- 4.69% |
$11.8K - $14.8K
|
3.52K
$470K
|
|
| Q2 2023 | |||||||
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
62New |
$4.79K - $5.63K
|
62
$8.28K
|
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
109KNew |
$8.4M - $9.88M
|
109K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-31.1K- 0.83% |
$2.4M - $2.82M
|
3.7M
$494M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
SELL
|
- |
-202- 0.4% |
$15.6K - $18.4K
|
49.7K
$6.64M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
36.3KNew |
$2.52M - $2.94M
|
36.3K
$4.85M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.34KNew |
$439K - $514K
|
6.34K
$847K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
157New |
$10.9K - $12.7K
|
157
$21K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$34.6K - $40.5K
|
500
$66.8K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
115New |
$5.69K - $8.21K
|
115
$15.4K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
400New |
$19.8K - $28.6K
|
400
$53.4K
|
|