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USSE SEGALL BRYANT & HAMILL TR

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SEGALL BRYANT (fund)

7 managers (7 13F filers) reported a position in USSE shares at 2025-03-31, 7,781,997 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
7
13F filers
7
New
1
Added
4
Reduced
0
Sold out
2
Shares held by filers
7,781,997

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HANTZ FINANCIAL SERVICES, INC.7,634,464$227M3.99%+72,62813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corient Private Wealth LPin group Corient Private Wealth LP123,242$3.66M0.01%+2,65513F-HRTimelineGroup
GTS SECURITIES LLC20,799$618K0.03%+3,56413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,735$51.5K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group1,215$36.1K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG542$16.1K<0.01%+46413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.