Filing Research | GHM - GRAHAM CORP COM Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Catawba River Capital	Shares	117.6KSH	$14.6M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	104.1KSH	$12.9M
3	WASATCH ADVISORS LP	Shares	85.1KSH	$10.5M
4	MOODY ALDRICH PARTNERS LLC	Shares	38.1KSH	$4.7M
5	FFG RETIREMENT ADVISORS LLC	Shares	38.0KSH	$4.7M
6	Annex Advisory Services, LLC	Shares	31.2KSH	$3.9M
7	Conestoga Capital Advisors, LLC	Shares	21.2KSH	$2.6M
8	Auto-Owners Insurance Co	Shares	11.0KSH	$1.4M
9	SHAKER INVESTMENTS LLC/OH	Shares	10.7KSH	$1.3M
10	GRACE & WHITE INC /NY	Shares	7.3KSH	$903.7K
11	D.A. DAVIDSON & CO.	Shares	7.0KSH	$866.5K
12	Yorktown Management & Research Co Inc	Shares	5.5KSH	$674.7K
13	Ausbil Investment Management Ltd	Shares	5.2KSH	$615.4K
14	Police & Firemen's Retirement System of New Jersey	Shares	3.0KSH	$375.3K
15	OLD NATIONAL BANCORP /IN/	Shares	1.7KSH	$213.2K
16	Spire Wealth Management	Shares	1.5KSH	$185.8K
17	Central Pacific Bank - Trust Division	Shares	1.0KSH	$123.8K
18	Versant Capital Management, Inc	Shares	460SH	$56.9K
19	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	418SH	$51.7K
20	Farther Finance Advisors, LLC	Shares	282SH	$34.9K
21	TOMPKINS FINANCIAL CORP	Shares	235SH	$29.1K
22	GAMMA Investing LLC	Shares	113SH	$14.0K
23	EverSource Wealth Advisors, LLC	Shares	94SH	$11.6K
24	SIGNATUREFD, LLC	Shares	81SH	$10.0K
25	SBI Securities Co., Ltd.	Shares	75SH	$9.3K
26	IFP Advisors, Inc	Shares	50SH	$6.2K
27	BROADWATER CAPITAL MANAGEMENT LLC	Shares	16SH	$2.0K
28	LANARK FINANCIAL, INC.	Shares	16SH	$2.0K
29	True Wealth Design, LLC	Shares	8SH	$991
30	SJS Investment Consulting Inc.	Shares	7SH	$867
31	MassMutual Private Wealth & Trust, FSB	Shares	6SH	$743
32	Physician Wealth Advisors, Inc.	Shares	3SH	$372
33	State of Alaska, Department of Revenue	Shares	2.9KSH	$361

Manager changes2026-06-30 vs 2026-03-31

35 / 35 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.3K	+$4.9M	$12.9M
2	Catawba River Capital trimmed	Shares	-160	+$4.9M	$14.6M
3	MOODY ALDRICH PARTNERS LLC new	Shares	+38.1K	+$4.7M	$4.7M
4	WASATCH ADVISORS LP added	Shares	+659	+$3.9M	$10.5M
5	FFG RETIREMENT ADVISORS LLC unchanged	Shares	0	+$1.7M	$4.7M
6	Annex Advisory Services, LLC trimmed	Shares	-377	+$1.4M	$3.9M
7	Conestoga Capital Advisors, LLC trimmed	Shares	-100	+$945.1K	$2.6M
8	D.A. DAVIDSON & CO. new	Shares	+7.0K	+$866.5K	$866.5K
9	Ausbil Investment Management Ltd new	Shares	+5.2K	+$615.4K	$615.4K
10	Auto-Owners Insurance Co unchanged	Shares	0	+$493.6K	$1.4M
11	SHAKER INVESTMENTS LLC/OH unchanged	Shares	0	+$480.0K	$1.3M
12	GRACE & WHITE INC /NY unchanged	Shares	0	+$327.6K	$903.7K
13	Yorktown Management & Research Co Inc unchanged	Shares	0	+$244.5K	$674.7K
14	OLD NATIONAL BANCORP /IN/ new	Shares	+1.7K	+$213.2K	$213.2K
15	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$136.0K	$375.3K
16	Spire Wealth Management added	Shares	+200	+$83.1K	$185.8K
17	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+418	+$51.7K	$51.7K
18	Central Pacific Bank - Trust Division unchanged	Shares	0	+$44.9K	$123.8K
19	Farther Finance Advisors, LLC added	Shares	+192	+$27.5K	$34.9K
20	Versant Capital Management, Inc added	Shares	+10	+$21.4K	$56.9K
21	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$10.5K	$29.1K
22	SBI Securities Co., Ltd. added	Shares	+65	+$8.5K	$9.3K
23	EverSource Wealth Advisors, LLC added	Shares	+35	+$7.0K	$11.6K
24	IFP Advisors, Inc new	Shares	+50	+$6.2K	$6.2K
25	SIGNATUREFD, LLC added	Shares	+30	+$6.0K	$10.0K
26	GAMMA Investing LLC trimmed	Shares	-7	+$4.5K	$14.0K
27	LANARK FINANCIAL, INC. new	Shares	+16	+$2.0K	$2.0K
28	BROADWATER CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$953	$2.0K
29	MassMutual Private Wealth & Trust, FSB new	Shares	+6	+$743	$743
30	Physician Wealth Advisors, Inc. new	Shares	+3	+$372	$372
31	SJS Investment Consulting Inc. unchanged	Shares	0	+$314	$867
32	State of Alaska, Department of Revenue unchanged	Shares	0	+$131	$361
33	True Wealth Design, LLC trimmed	Shares	-8	-$272	$991
34	Diversified Trust Co exited	Shares	-4.3K	-$336.8K	$0
35	ARS Investment Partners, LLC exited	Shares	-4.6K	-$360.8K	$0