Filing Research | IRMD - iRadimed Corp Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	SHAKER INVESTMENTS LLC/OH	Shares	81.6KSH	$7.8M
2	OAK RIDGE INVESTMENTS LLC	Shares	30.2KSH	$2.9M
3	JOHNSON INVESTMENT COUNSEL INC	Shares	26.1KSH	$2.5M
4	ISTHMUS PARTNERS, LLC	Shares	25.6KSH	$2.4M
5	Y-Intercept (Hong Kong) Ltd	Shares	23.6KSH	$2.3M
6	Conestoga Capital Advisors, LLC	Shares	21.1KSH	$2.0M
7	ALBERT D MASON INC	Shares	17.2KSH	$1.6M
8	Ellsworth Advisors, LLC	Shares	11.2KSH	$1.0M
9	Kings Path Partners LLC	Shares	6.8KSH	$653.6K
10	Silver Coast Investments LLC	Shares	3.7KSH	$354.5K
11	DAVENPORT & Co LLC	Shares	2.8KSH	$266.1K
12	HM PAYSON & CO	Shares	2.7KSH	$259.7K
13	Police & Firemen's Retirement System of New Jersey	Shares	2.5KSH	$241.8K
14	JAMES INVESTMENT RESEARCH, INC.	Shares	2.5KSH	$234.5K
15	Hennion & Walsh Asset Management, Inc.	Shares	2.3KSH	$216.8K
16	Ballentine Partners, LLC	Shares	2.2KSH	$207.6K
17	Spire Wealth Management	Shares	1.0KSH	$95.6K
18	IFP Advisors, Inc	Shares	569SH	$54.4K
19	1620 INVESTMENT ADVISORS, INC.	Shares	335SH	$32.0K
20	Farther Finance Advisors, LLC	Shares	275SH	$26.1K
21	Key FInancial Inc	Shares	225SH	$21.5K
22	Retirement Wealth Solutions LLC	Shares	145SH	$13.9K
23	FIRST HORIZON CORP	Shares	145SH	$13.9K
24	Versant Capital Management, Inc	Shares	104SH	$9.9K
25	GAMMA Investing LLC	Shares	42SH	$4.0K
26	SBI Securities Co., Ltd.	Shares	32SH	$3.1K
27	EverSource Wealth Advisors, LLC	Shares	30SH	$2.9K
28	Marquette Asset Management, LLC	Shares	30SH	$2.9K
29	WOLFF WIESE MAGANA LLC	Shares	27SH	$2.6K
30	MassMutual Private Wealth & Trust, FSB	Shares	25SH	$2.4K
31	SIGNATUREFD, LLC	Shares	17SH	$1.6K
32	True Wealth Design, LLC	Shares	5SH	$478
33	SJS Investment Consulting Inc.	Shares	2SH	$192
34	State of Alaska, Department of Revenue	Shares	1.9KSH	$181

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

36 / 36 loaded

#		Instrument
1	SHAKER INVESTMENTS LLC/OH added	Shares	+21.6K	+$2.0M	$7.8M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+20.1K	+$1.9M	$2.3M
3	JOHNSON INVESTMENT COUNSEL INC added	Shares	+5.7K	+$529.4K	$2.5M
4	Hennion & Walsh Asset Management, Inc. new	Shares	+2.3K	+$216.8K	$216.8K
5	OAK RIDGE INVESTMENTS LLC added	Shares	+743	+$50.4K	$2.9M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+474	+$43.9K	$241.8K
7	IFP Advisors, Inc added	Shares	+413	+$39.4K	$54.4K
8	FIRST HORIZON CORP added	Shares	+21	+$1.9K	$13.9K
9	MassMutual Private Wealth & Trust, FSB added	Shares	+13	+$1.2K	$2.4K
10	WOLFF WIESE MAGANA LLC added	Shares	+12	+$1.1K	$2.6K
11	EverSource Wealth Advisors, LLC added	Shares	+7	+$653	$2.9K
12	GAMMA Investing LLC added	Shares	+2	+$164	$4.0K
13	SJS Investment Consulting Inc. unchanged	Shares	0	-$1	$192
14	State of Alaska, Department of Revenue unchanged	Shares	0	-$1	$181
15	Marquette Asset Management, LLC unchanged	Shares	0	-$21	$2.9K
16	SBI Securities Co., Ltd. unchanged	Shares	0	-$22	$3.1K
17	Versant Capital Management, Inc unchanged	Shares	0	-$73	$9.9K
18	Retirement Wealth Solutions LLC unchanged	Shares	0	-$101	$13.9K
19	Key FInancial Inc unchanged	Shares	0	-$157	$21.5K
20	True Wealth Design, LLC trimmed	Shares	-4	-$389	$478
21	SIGNATUREFD, LLC trimmed	Shares	-4	-$396	$1.6K
22	Spire Wealth Management unchanged	Shares	0	-$700	$95.6K
23	HM PAYSON & CO added	Shares	+7	-$1.2K	$259.7K
24	Ballentine Partners, LLC unchanged	Shares	0	-$1.5K	$207.6K
25	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	-$1.7K	$234.5K
26	DAVENPORT & Co LLC unchanged	Shares	0	-$1.9K	$266.1K
27	Silver Coast Investments LLC unchanged	Shares	0	-$2.6K	$354.5K
28	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-67	-$6.7K	$32.0K
29	ALBERT D MASON INC added	Shares	+22	-$9.9K	$1.6M
30	Kings Path Partners LLC unchanged	Shares	0	-$11.8K	$653.6K
31	Farther Finance Advisors, LLC trimmed	Shares	-185	-$18.3K	$26.1K
32	Ellsworth Advisors, LLC added	Shares	+26	-$27.0K	$1.0M
33	Conestoga Capital Advisors, LLC trimmed	Shares	-130	-$27.3K	$2.0M
34	ISTHMUS PARTNERS, LLC trimmed	Shares	-107	-$28.2K	$2.4M
35	Yorktown Management & Research Co Inc exited	Shares	-2.3K	-$216.6K	$0
36	Sowell Financial Services LLC exited	Shares	-4.0K	-$382.4K	$0