Purchases and Sales Made in Q4 2023 in Seagate Technology Holdings PLC (STX)
This table provides information about the institutional ownership of Seagate Technology Holdings PLC (STX) during Q4 2023. The information is specifically focused on institutions that hold shares of Seagate Technology Holdings plc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
49+ 2.37% |
$3.2K - $4.25K
|
2.11K
$203K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
48New |
$3.13K - $4.17K
|
48
$4.62K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
47+ 1.11% |
$3.07K - $4.08K
|
4.27K
$411K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
46New |
$3K - $3.99K
|
46
$4.42K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42+ 0.67% |
$2.74K - $3.65K
|
6.3K
$606K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
39+ 0.6% |
$2.54K - $3.38K
|
6.58K
$633K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
37New |
$2.41K - $3.21K
|
37
$3.56K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 36.9% |
$2.02K - $2.69K
|
115
$11.1K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30+ 4.93% |
$1.96K - $2.6K
|
639
$61.4K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
30New |
$1.96K - $2.6K
|
30
$2.88K
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
29+ 0.23% |
$1.89K - $2.52K
|
12.7K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
28+ 0.01% |
$1.83K - $2.43K
|
267K
$25.7M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
27+ 12.0% |
$1.76K - $2.34K
|
252
$24.2K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27+ 0.6% |
$1.76K - $2.34K
|
4.55K
$437K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
25+ 2.38% |
$1.63K - $2.17K
|
1.08K
$103K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21+ 39.62% |
$1.37K - $1.82K
|
74
$7.12K
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
21+ 0.07% |
$1.37K - $1.82K
|
30K
$2.89M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20+ 0.25% |
$1.31K - $1.74K
|
7.87K
$757K
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
19+ 0.2% |
$1.24K - $1.65K
|
9.64K
$927K
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
15+ 0.39% |
$979 - $1.3K
|
3.9K
$375K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14+ 466.67% |
$914 - $1.22K
|
17
$1.63K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13+ 0.09% |
$848 - $1.13K
|
14K
$1.34M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$848 - $1.13K
|
13
$1.25K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.79% |
$783 - $1.04K
|
1.53K
$147K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11New |
$718 - $955
|
11
$1.06K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
11+ 1.08% |
$718 - $955
|
1.03K
$99.3K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 12.2% |
$653 - $868
|
92
$8.85K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10New |
$653 - $868
|
10
$962
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 1.28% |
$653 - $868
|
793
$76.2K
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9+ 0.25% |
$587 - $781
|
3.57K
$343K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$522 - $694
|
8
$769
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$522 - $694
|
8
$769
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 3.7% |
$392 - $521
|
168
$16.2K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
6New |
$392 - $521
|
6
$577
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6New |
$392 - $521
|
6
$577
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5New |
$326 - $434
|
5
$481
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4+ 1.33% |
$261 - $347
|
305
$29.3K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 12.5% |
$261 - $347
|
36
$3.46K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 42.86% |
$196 - $260
|
10
$962
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.82% |
$196 - $260
|
370
$35.6K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.38% |
$196 - $260
|
803
$77.2K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3+ 0.04% |
$196 - $260
|
8.45K
$813K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2+ 0.04% |
$131 - $174
|
4.61K
$444K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.84% |
$131 - $174
|
241
$23.2K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 20.0% |
$65.3 - $86.8
|
6
$577
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.63% |
$65.3 - $86.8
|
39
$3.75K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.87% |
$65.3 - $86.8
|
116
$11.2K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 2.04% |
$131 - $174
|
96
$9.23K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 3.45% |
$196 - $260
|
84
$8.08K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4- 0.1% |
$261 - $347
|
3.82K
$367K
|