Servotronics, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
OPPENHEIMER & CLOSE, LLC | 04/29/2025 | 119.61 K | $1.27 M | -2.50% | 4.71% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 58.36 K | $618.64 K | 0.00% | 2.30% |
COURIER CAPITAL LLC | 04/14/2025 | 25.00 K | $265.00 K | 0.00% | 0.99% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 23.00 K | $243.80 K | 2,200.00% | 0.91% |
VANGUARD GROUP INC | 05/09/2025 | 20.39 K | $216.10 K | 0.00% | 0.80% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 19.65 K | $208.32 K | 0.00% | 0.77% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 13.83 K | $146.58 K | 5.15% | 0.54% |
BLACKROCK, INC. | 05/02/2025 | 2.46 K | $26.02 K | -1.92% | 0.10% |
MORGAN STANLEY | 05/15/2025 | 1.78 K | $18.87 K | 0.00% | 0.07% |
TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 442 | $4.69 K | 42.12% | 0.02% |
RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 200 | $2.12 K | 100.00% | 0.01% |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/14/2025 | 40 | $424 | 0.00% | 0.00% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 12 | $127 | 0.00% | 0.00% |
JPMORGAN CHASE & CO | 05/12/2025 | 3 | $32 | 0.00% | 0.00% |
05/13/2025 | 0 | $0 | -100.00% | 0.00% |
Servotronics, Inc. institutional Ownership - FAQ's
During the previous two years, 18 institutional investors and hedge funds held shares of Servotronics, Inc.. The most heavily invested institutionals were:
Oppenheimer & Close, LLC: 119,613
DIMENSIONAL FUND ADVISORS LP: 58,362
COURIER CAPITAL LLC: 25,000
WELLS FARGO & COMPANY/MN: 23,000
VANGUARD GROUP INC: 20,387
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 19,653
11.22% of Servotronics, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 298.68 K shares in the last 24 months. This purchase volume represents approximately $14.02 M in transactions.