Overview Financials News + Filings Key Docs Ownership
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ROBOGROUP TEK LTD (ROBO)
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Portfolio as of: |
Name | Shares | Change | Value | % Port | % OS | Hist | Date |
UBS Group AG
| 1,083,731 | 162,612 | 63,463,287,000 | 0.02 | |
Hist
| 06/30/2023 |
MORGAN STANLEY
| 943,681 | -382,123 | 55,262,000,000 | 0.01 | |
Hist
| 06/30/2023 |
Portfolio Strategies, Inc.
| 402,491 | 402,491 | 23,569,873,000 | 4.26 | |
Hist
| 06/30/2023 |
LPL Financial LLC
| 348,162 | -26,501 | 19,051,433,000 | 0.01 | |
Hist
| 03/31/2023 |
ROYAL BANK OF CANADA
| 285,807 | 45,140 | 16,737,000,000 | 0.00 | |
Hist
| 06/30/2023 |
Fountainhead AM, LLC
| 221,984 | 5,026 | 12,999,383,000 | 4.62 | |
Hist
| 06/30/2023 |
Corient Private Wealth LLC
| 208,126 | 208,126 | 12,187,846,000 | 0.03 | |
Hist
| 06/30/2023 |
Biltmore Family Office, LLC
| 205,913 | 1,977 | 12,058,292,000 | 2.55 | |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| 164,412 | -16,582 | 9,881,489,000 | 0.00 | |
Hist
| 06/30/2023 |
ENVESTNET ASSET MANAGEMENT INC
| 151,680 | 2,729 | 8,882,388,000 | 0.00 | |
Hist
| 06/30/2023 |
WELLS FARGO & COMPANY/MN
| 147,975 | -93,339 | 8,665,426,000 | 0.00 | |
Hist
| 06/30/2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 87,445 | 2,622 | 5,120,802,000 | 0.01 | |
Hist
| 06/30/2023 |
NTV ASSET MANAGEMENT LLC
| 87,715 | 19,774 | 4,799,765,000 | 0.89 | |
Hist
| 03/31/2023 |
RAYMOND JAMES & ASSOCIATES
| 101,433 | 7,653 | 4,699,381,000 | 0.00 | |
Hist
| 12/31/2022 |
CITIGROUP INC
| 71,513 | 7,800 | 4,187,811,000 | 0.00 | |
Hist
| 06/30/2023 |
Cetera Advisor Networks LLC
| 74,869 | 395 | 4,096,824,000 | 0.03 | |
Hist
| 03/31/2023 |
STIFEL FINANCIAL CORP
| 67,006 | -5,498 | 3,923,901,000 | 0.01 | |
Hist
| 06/30/2023 |
ADVISOR GROUP HOLDINGS, INC.
| 66,386 | 11,769 | 3,884,315,000 | | |
Hist
| 06/30/2023 |
Carmel Capital Management L.L.C.
| 83,535 | 1,775 | 3,870,177,000 | 2.39 | |
Hist
| 12/31/2022 |
BlueCrest Capital Management Ltd
| 59,076 | 59,076 | 3,459,491,000 | 0.12 | |
Hist
| 06/30/2023 |
Baird Financial Group, Inc.
| 56,775 | 15 | 3,324,744,000 | 0.01 | |
Hist
| 06/30/2023 |
Beacon Pointe Advisors, LLC
| 58,111 | -6,776 | 3,179,825,000 | 0.05 | |
Hist
| 03/31/2023 |
Raymond James Financial Services Advisors, Inc.
| 62,104 | -35,902 | 2,877,293,000 | 0.01 | |
Hist
| 12/31/2022 |
VALLEY FINANCIAL MANAGEMENT, INC.
| 49,045 | 13,669 | 2,872,075,000 | 1.49 | |
Hist
| 06/30/2023 |
EdgeRock Capital LLC
| 47,704 | 11,146 | 2,793,546,000 | 1.35 | |
Hist
| 06/30/2023 |
NATIONAL BANK OF CANADA /FI/
| 55,976 | 3,270 | 2,774,836,000 | 0.00 | |
Hist
| 09/30/2023 |
PINNACLE ASSOCIATES LTD
| 58,920 | -10,010 | 2,729,764,000 | | |
Hist
| 12/31/2022 |
Kingsview Wealth Management, LLC
| 46,169 | 5,643 | 2,703,657,000 | 0.11 | |
Hist
| 06/30/2023 |
GREAT VALLEY ADVISOR GROUP, INC.
| 46,159 | 12,069 | 2,703,079,000 | 0.11 | |
Hist
| 06/30/2023 |
PACIFIC SUN FINANCIAL CORP
| 45,509 | -225 | 2,490,252,000 | 1.67 | |
Hist
| 06/30/2023 |
MEANS INVESTMENT CO., INC.
| 39,029 | -1,493 | 2,135,679,000 | 0.38 | |
Hist
| 03/31/2023 |
Equitable Holdings, Inc.
| 34,570 | 1,167 | 2,024,419,000 | 0.03 | |
Hist
| 06/30/2023 |
SEAVIEW INVESTMENT MANAGERS LLC
| 33,108 | 33,108 | 1,938,805,000 | 0.63 | |
Hist
| 06/30/2023 |
Resources Investment Advisors, LLC.
| 30,869 | -555 | 1,807,714,000 | 0.04 | |
Hist
| 06/30/2023 |
HighTower Advisors, LLC
| 28,782 | 1,582 | 1,690,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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