Filing Research | STGW - STAGWELL INC Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	CIDEL ASSET MANAGEMENT INC	Shares	1.9MSH	$14.0M
2	ABLE Financial Group, LLC	Shares	1.6MSH	$11.6M
3	Net Worth Advisory Group	Shares	41.5KSH	$308.1K
4	My Personal CFO, LLC	Shares	37.0KSH	$275.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	33.2KSH	$246.7K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.9KSH	$139.8K
7	ARS Investment Partners, LLC	Shares	14.6KSH	$108.5K
8	B. Riley Wealth Advisors, Inc.	Shares	10.0KSH	$69.6K
9	IFP Advisors, Inc	Shares	740SH	$5.5K
10	EverSource Wealth Advisors, LLC	Shares	578SH	$4.3K
11	Farther Finance Advisors, LLC	Shares	339SH	$2.4K
12	GAMMA Investing LLC	Shares	235SH	$1.7K
13	True Wealth Design, LLC	Shares	134SH	$996
14	DHJJ Financial Advisors, Ltd.	Shares	85SH	$632
15	SBI Securities Co., Ltd.	Shares	57SH	$424
16	SJS Investment Consulting Inc.	Shares	56SH	$417
17	Versant Capital Management, Inc	Shares	51SH	$379
18	State of Alaska, Department of Revenue	Shares	33.1KSH	$245
19	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	9.9KSH	$74
20	DiNuzzo Private Wealth, Inc.	Shares	4SH	$30
21	JFS WEALTH ADVISORS, LLC	Shares	1SH	$8

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

22 / 22 loaded

#		Instrument
1	ABLE Financial Group, LLC trimmed	Shares	-552	+$1.8M	$11.6M
2	CIDEL ASSET MANAGEMENT INC trimmed	Shares	-161.3K	+$1.1M	$14.0M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+6.3K	+$77.7K	$246.7K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.1K	+$47.0K	$139.8K
5	Net Worth Advisory Group trimmed	Shares	-2.7K	+$30.4K	$308.1K
6	ARS Investment Partners, LLC unchanged	Shares	0	+$16.6K	$108.5K
7	B. Riley Wealth Advisors, Inc. unchanged	Shares	0	+$7.4K	$69.6K
8	GAMMA Investing LLC added	Shares	+133	+$1.1K	$1.7K
9	Farther Finance Advisors, LLC added	Shares	+51	+$647	$2.4K
10	True Wealth Design, LLC added	Shares	+36	+$379	$996
11	EverSource Wealth Advisors, LLC trimmed	Shares	-60	+$281	$4.3K
12	SJS Investment Consulting Inc. added	Shares	+34	+$278	$417
13	IFP Advisors, Inc trimmed	Shares	-97	+$233	$5.5K
14	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$97	$632
15	State of Alaska, Department of Revenue unchanged	Shares	0	+$38	$245
16	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-356	+$9	$74
17	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$4	$30
18	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$1	$8
19	SBI Securities Co., Ltd. trimmed	Shares	-94	-$526	$424
20	Versant Capital Management, Inc trimmed	Shares	-675	-$4.2K	$379
21	TRUE Private Wealth Advisors exited	Shares	-38.7K	-$243.4K	$0
22	My Personal CFO, LLC trimmed	Shares	-53.0K	-$290.9K	$275.2K