Who owns Nestle SA Reg Shs. Ser. B Spons?
- Ticker: NSRGY
- CUSIP Number: 641069406
Tip: Access positions for across all investors
Analyze quarterly positions in Nestle SA Reg Shs. Ser. B Spons with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Nestle SA Reg Shs. Ser. B Spons stock
Who bought or sold Nestle SA Reg Shs. Ser. B Spons this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors | 952k | $110M | 1% | Dec 2023 |
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| John W. Bristol & Co | 895k | $104M | -5% | Dec 2023 |
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| Douglas Lane & Associates | 783k | $83M | 4% | Mar 2024 |
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| Financial Gravity Wealth | 402k | $267M | 0% | Dec 2023 |
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| Bartlett & Co. | 294k | $33M | -2% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 294k | $33M | -2% | Dec 2023 |
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| Hikari Power | 237k | $27M | 0% | Dec 2023 |
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| Beach Investment Counsel | 191k | $22M | 0% | Mar 2024 |
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| Boston Family Office | 95k | $11M | -7% | Dec 2023 |
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| Bahl & Gaynor | 91k | $11M | -1% | Dec 2023 |
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| Sky Investment Group | 84k | $8.9M | 1% | Mar 2024 |
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| Kornitzer Capital Management | 83k | $9.6M | 198% | Dec 2023 |
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| Madison Asset Management | 76k | $8.8M | -4% | Dec 2023 |
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| Ramsay, Stattman, Vela & Price | 73k | $8.4M | -1% | Dec 2023 |
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| Ancora Advisors | 72k | $8.3M | -30% | Dec 2023 |
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| Spinnaker Trust | 71k | $8.2M | 4% | Dec 2023 |
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| Paul Kendrigan | 64k | $6.8M | -4% | Mar 2024 |
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| Liz Grodski | 63k | $7.3M | -2% | Dec 2023 |
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| Altrius Capital Management | 55k | $6.4M | 3% | Dec 2023 |
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| Rhumbline Advisers | 55k | $6.4M | 0% | Dec 2023 |
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| Beddow Capital Management | 55k | $5.8M | 5% | Mar 2024 |
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| Mot | 47k | $5.5M | -4% | Dec 2023 |
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| Neville Rodie & Shaw | 47k | $5.0M | -3% | Mar 2024 |
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| Sustainable Growth Advisers | 47k | $5.4M | 0% | Dec 2023 |
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| Mar Vista Investment Partners | 46k | $5.4M | 0% | Dec 2023 |
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| Yousif Capital Management | 46k | $4.9M | -3% | Mar 2024 |
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| Hendley & Company | 44k | $5.1M | -1% | Dec 2023 |
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| Hunter Associates | 43k | $5.0M | -2% | Dec 2023 |
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| Pettee Investors | 42k | $4.8M | -1% | Dec 2023 |
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| Windward Capital Management Company | 38k | $4.4M | 0% | Dec 2023 |
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| Pinnacle Wealth Management Advisory | 36k | $4.2M | -4% | Dec 2023 |
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| Haverford Trust Company | 35k | $4.0M | -7% | Dec 2023 |
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| Ramirez Asset Management | 31k | $3.6M | -2% | Dec 2023 |
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| Horrell Capital Management | 29k | $3.1M | 1% | Mar 2024 |
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| Chartwell Investment Partners | 29k | $3.4M | 18% | Dec 2023 |
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| Stonebridge Capital Management | 29k | $3.1M | 0% | Mar 2024 |
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| Northstar Asset Management | 29k | $3.1M | 0% | Mar 2024 |
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| Paradigm Asset Management Company | 28k | $3.2M | 0% | Dec 2023 |
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| Pacer Advisors | 25k | $2.9M | 1% | Dec 2023 |
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| Farmers & Merchants Trust Co of Long Beach | 24k | $2.5M | 5% | Mar 2024 |
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| Delta Capital Management | 23k | $2.5M | 0% | Mar 2024 |
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| MAI Wealth Advisors | 22k | $2.5M | -1% | Dec 2023 |
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| Carret Asset Management | 21k | $2.2M | -4% | Mar 2024 |
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| Bowen, Hanes & Company | 20k | $2.3M | -7% | Dec 2023 |
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| Benedict Financial Advisors | 20k | $2.1M | 1% | Mar 2024 |
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| Bp Wealth Management | 19k | $2.2M | -3% | Dec 2023 |
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| Dividend Growth Advisors | 17k | $2.0M | -9% | Dec 2023 |
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| AR Asset Management | 17k | $2.0M | 0% | Dec 2023 |
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| Canandaigua National Bank and Trust Company | 16k | $1.9M | -2% | Dec 2023 |
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| Abbrea Capital | 15k | $1.8M | -3% | Dec 2023 |
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| Henry James International Management | 12k | $1.4M | -3% | Dec 2023 |
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| Godshalk Welsh Capital Management | 12k | $1.4M | -6% | Dec 2023 |
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| Highlander Capital Management | 12k | $1.4M | 0% | Dec 2023 |
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| Moody Lynn & Co/ | 11k | $1.2M | -1% | Mar 2024 |
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| Cullen Investment Group | 9.6k | $1.0M | 4% | Mar 2024 |
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| Associated Banc- | 9.4k | $1.1M | 0% | Dec 2023 |
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| Lawson Kroeker Investment Management | 8.6k | $911k | 0% | Mar 2024 |
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| Equitable Trust | 8.2k | $874k | -74% | Mar 2024 |
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| Df Dent & Co | 7.9k | $913k | 168% | Dec 2023 |
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| Schulhoff & Company | 7.2k | $837k | 0% | Dec 2023 |
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| Patten & Patten | 7.1k | $815k | 0% | Dec 2023 |
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| North Star Asset Management | 6.7k | $771k | -12% | Dec 2023 |
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| Diversified Trust Company | 6.3k | $669k | -9% | Mar 2024 |
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| S.A. Mason | 6.1k | $652k | 0% | Mar 2024 |
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| HighPoint Advisor | 6.0k | $634k | 100% | Dec 2023 |
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| Magnolia Capital Management | 6.0k | $637k | 0% | Mar 2024 |
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| Kanawha Capital Management | 5.8k | $675k | 0% | Dec 2023 |
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| Navellier & Associates | 5.8k | $670k | 0% | Dec 2023 |
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| Gillespie Robinson & Grimm | 5.6k | $592k | 0% | Mar 2024 |
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| Hancock Bank Trust Department | 5.2k | $598k | 7% | Dec 2023 |
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| Archer Investment Corp | 5.0k | $582k | 0% | Dec 2023 |
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| Violich Capital Management | 4.9k | $571k | 0% | Dec 2023 |
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| Cary Street Partners Asset Management | 4.9k | $563k | 0% | Dec 2023 |
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| Fca Corp | 4.8k | $549k | 0% | Dec 2023 |
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| Wedgewood Investors | 4.7k | $544k | -1% | Dec 2023 |
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| Chevoit Value Management | 4.6k | $534k | -2% | Dec 2023 |
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| Kathleen S. Wright Associates | 4.5k | $457k | 0% | Mar 2024 |
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| Tucker Asset Management | 4.5k | $516k | -7% | Dec 2023 |
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| 3Chopt Investment Partners | 4.2k | $483k | 100% | Dec 2023 |
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| Canopy Partners | 4.0k | $464k | 100% | Dec 2023 |
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| Green Square Asset Management | 3.5k | $407k | -56% | Dec 2023 |
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| Pnc Financial Services | 3.4k | $394k | 0% | Dec 2023 |
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| Studio Investment Management | 3.1k | $357k | -16% | Dec 2023 |
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| Resources Management Corp | 3.1k | $353k | 0% | Dec 2023 |
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| Pinnacle West Asset Management | 2.8k | $301k | 4% | Mar 2024 |
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| Waldron | 2.7k | $309k | 2% | Dec 2023 |
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| Summit Financial | 2.6k | $276k | 0% | Mar 2024 |
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| Lee, Danner & Bass | 2.6k | $296k | 0% | Dec 2023 |
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| Meritage Portfolio Management | 2.5k | $291k | 0% | Dec 2023 |
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| Folger Nolan Fleming Douglas | 2.5k | $266k | 0% | Mar 2024 |
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| Bard Financial Services | 2.5k | $289k | 2% | Dec 2023 |
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| David Vaughan Investments | 2.4k | $281k | 0% | Dec 2023 |
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| Partners Capital Investment Group | 2.4k | $274k | 5% | Dec 2023 |
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| Forte Capital | 2.3k | $269k | 100% | Dec 2023 |
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| Old National Trust Company | 2.3k | $245k | -37% | Mar 2024 |
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| White Lighthouse Investment Management | 2.3k | $262k | 0% | Dec 2023 |
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| Tower Bridge Advisors | 2.2k | $255k | 0% | Dec 2023 |
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| Heritage Wealth Advisors | 2.1k | $247k | -9% | Dec 2023 |
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| Accent Capital Management | 2.1k | $241k | 100% | Dec 2023 |
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| Wesbanco Trust And Investments | 2.1k | $220k | 100% | Mar 2024 |
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| Whalerock Point Partners | 2.0k | $228k | 0% | Dec 2023 |
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| Zevin Asset Management | 1.9k | $221k | 4% | Dec 2023 |
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| Enterprise Financial Services Corp | 1.8k | $205k | -19% | Dec 2023 |
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| GAMMA Investing | 1.5k | $163k | -34% | Mar 2024 |
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| Tradition Wealth Management | 1.3k | $155k | 0% | Dec 2023 |
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| Vestor Capital Corp | 1.3k | $154k | 243% | Dec 2023 |
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| Main Street Group | 813.00 | $94k | 100% | Dec 2023 |
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| Wetzel Investment Advisors | 625.00 | $64k | 5% | Mar 2024 |
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| FTB Advisors | 345.00 | $37k | -45% | Mar 2024 |
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| Canton Hathaway | 307.00 | $35k | 0% | Dec 2023 |
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| General Partner | 300.00 | $35k | 0% | Dec 2023 |
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| Operose Advisors | 280.00 | $32k | -61% | Dec 2023 |
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| Coston, McIsaac & Partners | 256.00 | $27k | -12% | Mar 2024 |
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| Boyd Watterson Asset Management | 239.00 | $28k | 0% | Dec 2023 |
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| Manitou Investment Management | 210.00 | $24k | 0% | Dec 2023 |
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| Front Row Advisors | 177.00 | $21k | -60% | Dec 2023 |
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| Cassady Schiller Wealth Management | 153.00 | $18k | 0% | Dec 2023 |
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| Gleason Group | 139.00 | $15k | 0% | Mar 2024 |
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| Winch Advisory Services | 102.00 | $12k | 0% | Dec 2023 |
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| Burkett Financial Services | 100.00 | $12k | 100% | Dec 2023 |
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| Lummis Asset Management | 87.00 | $10k | 100% | Dec 2023 |
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| Hanson & Doremus Investment Management | 68.00 | $7.0k | 100% | Mar 2024 |
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| Laffer Investments | 43.00 | $5.0k | -93% | Dec 2023 |
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| Byrne Asset Management | 31.00 | $3.3k | -45% | Mar 2024 |
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| Copeland Capital Management | 27.00 | $2.9k | 0% | Mar 2024 |
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| Essex Investment Management | 20.00 | $2.3k | 0% | Dec 2023 |
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| ORG Partners | 17.00 | $2.0k | -99% | Dec 2023 |
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| Salomon & Ludwin | 11.00 | $1.2k | 0% | Dec 2023 |
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Who sold out of Nestle SA Reg Shs. Ser. B Spons?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fisher Investments | Sep 2023 | 5.5M | $625M |
| Congress Asset Management | Dec 2023 | 93k | $11M |
| Badgley Phelps Wealth Managers | Sep 2023 | 21k | $2.3M |
| First National Advisers | Sep 2023 | 9.7k | $1.1M |
| SYSTM Wealth Solutions | Sep 2023 | 9.5k | $1.1M |
| SkyView Investment Advisors | Sep 2023 | 4.9k | $543k |
| Russell Investments | Sep 2023 | 3.1k | $353k |
| Westwood Management Corporation | Sep 2023 | 3.0k | $340k |
| SlateStone Wealth | Dec 2023 | 2.8k | $318k |
| Grassi Investment Management | Sep 2023 | 1.9k | $209k |
| Alta Capital Management | Dec 2023 | 1.8k | $204k |
| Strengthening Families & Communities | Sep 2023 | 441.00 | $50k |
| Cornerstone Planning Group | Sep 2023 | 36.00 | $4.1k |