Skip to content

WMS ADVANCED DRAIN SYS INC DEL

Follow

Stock (common), issuer CIK 1604028

453 managers (464 13F filers) reported a position in WMS shares at 2025-03-31, 68,997,682 shares in all. 54 filers opened a position and 57 filers sold out during the quarter.

Managers
453
13F filers
464
New
54
Added
199
Reduced
146
Sold out
57
Shares held by filers
68,997,682

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
Pier Capital, LLC72$7.82K<0.01%013F-HRTimeline
Addison Advisors LLC65$7.06K<0.01%013F-HRTimeline
SVB WEALTH LLC61$6.63K<0.01%new13F-HRTimeline
Larson Financial Group LLC58$6.3K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…58$6.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC47$5.12K<0.01%+1013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.47$5K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…46$5K<0.01%+2113F-HRTimelineGroup
Parkside Financial Bank & Trust45$4.89K<0.01%+1513F-HRTimeline
WHITTIER TRUST CO45$4.89K<0.01%-4513F-HRTimeline
Allworth Financial LP42$4.67K<0.01%+413F-HRTimeline
CENTRAL TRUST Co37$4.02K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC36$3.91K<0.01%-813F-HRTimeline
Clearstead Trust, LLC35$3.8K<0.01%new13F-HRTimeline
MAI Capital Management34$3.69K<0.01%+1713F-HRTimeline
Arax Advisory Partners31$3.37K<0.01%new13F-HRTimeline
Compagnie Lombard Odier SCmA30$3.26K<0.01%new13F-HRTimeline
Hemington Wealth Management28$3K<0.01%+213F-HRTimeline
Cranbrook Wealth Management, LLC27$2.93K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19$2.07K<0.01%+1113F-HRTimelineGroup
Wilmington Savings Fund Society, FSB18$1.96K<0.01%013F-HRTimeline
Nemes Rush Group LLC17$1.85K<0.01%013F-HRTimeline
Versant Capital Management, Inc15$1.63K<0.01%-213F-HRTimeline
High Note Wealth, LLC14$1.52K<0.01%-1113F-HRTimeline
PRIVATE TRUST CO NA13$1.41K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11$1.2K<0.01%-4713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10$1.09K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC5$1K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.9$978<0.01%-313F-HRTimeline
Bare Financial Services, Inc9$978<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA8$869<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.7$761<0.01%-513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC6$652<0.01%013F-HRTimeline
Bell Investment Advisors, Inc6$652<0.01%013F-HRTimeline
Cromwell Holdings LLC6$652<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC5$544<0.01%+313F-HRTimeline
Sachetta, LLC5$544<0.01%-1013F-HRTimeline
Global Financial Private Client, LLC5$543<0.01%+313F-HRTimeline
AdvisorNet Financial, Inc4$435<0.01%new13F-HRTimeline
CVA Family Office, LLC4$435<0.01%new13F-HRTimeline
True Wealth Design, LLC4$435<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3$326<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.3$326<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC3$326<0.01%new13F-HRTimeline
Manchester Capital Management LLC2$218<0.01%-6,14913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2$218<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$217<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1$109<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC1$109<0.01%13F-HRTimeline
Kozak & Associates, Inc.0$17<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
TrinityBridge Ltd210$00%-374,72313F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.