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SDZNY SANDOZ GROUP AG-ADR

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COM (ADR)

34 managers (34 13F filers) reported a position in SDZNY shares at 2024-12-31, 199,573 shares in all. 1 filer opened a position and 7 filers sold out during the quarter.

Managers
34
13F filers
34
New
1
Added
7
Reduced
6
Sold out
7
Shares held by filers
199,573

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ramirez Asset Management, Inc.86,737$3.56M0.72%+1,19013F-HRTimeline
Henry James International Management In…49,430$2M0.72%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC25,603$1.04M0.01%+6113F-HRTimeline
RHUMBLINE ADVISERS12,775$517K<0.01%+37613F-HR/ATimeline
YOUSIF CAPITAL MANAGEMENT, LLC6,698$275K<0.01%013F-HRTimeline
DELPHI MANAGEMENT INC /MA/5,634$228K0.22%+1,90713F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…5,333$216K0.16%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,830$74.1K<0.01%-1513F-HRTimelineGroup
GAMMA Investing LLC1,545$62.6K0.01%+1,00013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,384$56.1K0.04%-4413F-HRTimeline
S.A. Mason LLC548$22.2K0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC485$19.6K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…334$13.5K<0.01%+16013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.268$11K<0.01%-113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
United Community Bankin group United Community Bank253$10.4K<0.01%013F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC203$8.22K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp127$5.15K<0.01%13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.52$2.11K<0.01%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH40$1.64K<0.01%013F-HRTimeline
ORG Partners LLC40$1.62K<0.01%-2213F-HRTimeline
Heritage Wealth Advisors37$1.5K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC25$1.01K<0.01%13F-HRTimeline
Coston, McIsaac & Partners30$1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC24$972<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC18$729<0.01%new13F-HRTimeline
Archer Investment Corp17$689<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC16$648<0.01%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL16$648<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.16$648<0.01%013F-HRTimeline
First Horizon Advisors, Inc.14$567<0.01%-713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC14$567<0.01%+1013F-HRTimeline
Main Street Group, LTD12$486<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11$446<0.01%013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC4$162<0.01%-513F-HRTimeline