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Institutional Holdings

SAMG

Ownership Summary

Institutions Holding
7
Total Shares Held
35,843
Total Value Held
$362,474
Quarter
2026-06-30

Active Positions

Increased Positions
2
4,283 shares
Decreased Positions
2
31,492 shares
Held Positions
0
0 shares
New Positions
1
68 shares
Sold Out Positions
2
2,758 shares
Institution Shares Value Change % of Portfolio Reported
MARTINGALE ASSET MANAGEMENT L P 22,135 $223,785 ▼ -6,118 0.01% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 9,357 $94,599 ▼ -1,181 0.00% 2026-06-30
Russell Investments Group, Ltd. 4,168 $42,138 ▲ +3,648 0.00% 2026-06-30
SBI Securities Co., Ltd. 115 $1,163 ▲ +85 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 68 $789 New position 0.00% 2026-06-30
Ancora Advisors LLC 0 $0 Sold out 2026-06-30
Basecamp Wealth Advisors LLC 0 $0 Sold out 2026-06-30