Betterware de México, S.A.P.I. de C.V. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MMBG INVESTMENT ADVISORS CO. | 11/13/2024 | 4.06 M | $51.52 M | 0.17% | 10.91% |
| MORGAN STANLEY | 11/14/2024 | 174,459 | $2.21 M | 1.69% | 0.47% |
| CWA ASSET MANAGEMENT GROUP, LLC | 11/01/2024 | 80,424 | $1.02 M | 100.00% | 0.22% |
| STATE STREET CORP | 11/14/2024 | 76,701 | $972,569 | 1.94% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 46,437 | $588,821 | 19.58% | 0.12% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 43,000 | $545,240 | 0.00% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 33,000 | $418,000 | -0.64% | 0.09% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 28,731 | $364,000 | 12.20% | 0.08% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/12/2024 | 24,727 | $313,044 | -66.97% | 0.07% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 21,975 | $274,000 | -59.51% | 0.06% |
| INVESCO LTD. | 11/12/2024 | 21,457 | $272,075 | 0.38% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 17,709 | $224,550 | 100.00% | 0.05% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 16,749 | $212,377 | 42.28% | 0.05% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 15,944 | $202,174 | 6.56% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2024 | 14,600 | $185,128 | 12.31% | 0.04% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 14,262 | $180,842 | 100.00% | 0.04% |
| BANQUE CANTONALE VAUDOISE | 11/08/2024 | 12,223 | $155,000 | 100.00% | 0.03% |
| VIDENT ADVISORY, LLC | 11/14/2024 | 11,754 | $149,041 | 100.00% | 0.03% |
| PROFICIO CAPITAL PARTNERS LLC | 11/01/2024 | 11,671 | $147,988 | 100.00% | 0.03% |
| SANDIA INVESTMENT MANAGEMENT LP | 11/14/2024 | 11,671 | $147,988 | 100.00% | 0.03% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 11,087 | $140,583 | 0.94% | 0.03% |
| CITADEL ADVISORS LLC | 11/14/2024 | 9,263 | $117,455 | -58.61% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 2,998 | $38,012 | -76.85% | 0.01% |
| RONALD BLUE TRUST, INC. | 10/17/2024 | 2,540 | $37,110 | 64.08% | 0.01% |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 11/14/2024 | 2,500 | $32,000 | 0.00% | 0.01% |
| UBS GROUP AG | 11/14/2024 | 1,353 | $17,156 | -77.22% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 904 | $11,463 | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 762 | $9,662 | -75.88% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 700 | $8,876 | -78.79% | 0.00% |
| WEALTHCOLLAB, LLC | 11/14/2024 | 644 | $8,166 | 0.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/08/2024 | 476 | $6,036 | 12.26% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 463 | $5,872 | -17.17% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 381 | $5,000 | -7.97% | 0.00% |
| GEN-WEALTH PARTNERS INC | 11/13/2024 | 245 | $3,214 | 0.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 11/14/2024 | 200 | $2,536 | 0.00% | 0.00% |
| FRAZIER FINANCIAL ADVISORS, LLC | 11/06/2024 | 150 | $1,902 | -24.62% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2024 | 7 | $85 | 0.00% | 0.00% |
| FMR LLC | 11/13/2024 | 6 | $76 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/29/2024 | 2 | $25 | 100.00% | 0.00% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| CAPROCK GROUP, LLC | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| QUADRATURE CAPITAL LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SAGIL CAPITAL LLP | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PEAK6 INVESTMENTS LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GAMMA INVESTING LLC | 10/07/2024 | 0 | $0 | -100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
Betterware de México, S.A.P.I. de C.V.institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of Betterware de México, S.A.P.I. de C.V.. The most heavily invested institutionals were:
MMBG INVESTMENT ADVISORS CO.: 4.06 M
MORGAN STANLEY: 174,459
CWA Asset Management Group, LLC: 80,424
STATE STREET CORP: 76,701
MILLENNIUM MANAGEMENT LLC: 46,437
RENAISSANCE TECHNOLOGIES LLC: 43,000
12.79% of Betterware de México, S.A.P.I. de C.V. stock is owned by institutional investors.
Institutional investors have bought a total of 4.80 M shares in the last 24 months. This purchase volume represents approximately $52.63 M in transactions.