Institutional Ownership Advanced Drainage Systems, Inc. (WMS)
This table provides information about the institutional ownership of Advanced Drainage Systems, Inc. (WMS). We have compiled data on the 511 institutions that hold shares in the stock, with a total of 65.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
6
shares
|
$749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6
shares
|
$749
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
6
shares
|
$749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
6
shares
|
$749
0.0% of portfolio
|
Q4 2023
Reduced 45.45%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
4
shares
|
$499
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
4
shares
|
$499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3
shares
|
$374
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$374
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
2
shares
|
$249
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2
shares
|
$249
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
2
shares
|
$249
0.0% of portfolio
|
Q3 2024
Reduced 99.85%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$249
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1
shares
|
$124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1
shares
|
$124
0.0% of portfolio
|
Q4 2024
Reduced 96.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
Closed
|