Filing Research | PROTHENA CORP PLC SHS Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	Penbrook Management LLC	Shares	271.7KSH	$2.7M
2	Hennion & Walsh Asset Management, Inc.	Shares	90.8KSH	$888.9K
3	Duncan Williams Asset Management, LLC	Shares	70.3KSH	$688.1K
4	Assenagon Asset Management S.A.	Shares	62.8KSH	$614.7K
5	MOGY JOEL R INVESTMENT COUNSEL INC	Shares	20.8KSH	$203.1K
6	Ballentine Partners, LLC	Shares	16.8KSH	$164.4K
7	CHICAGO TRUST Co NA	Shares	15.1KSH	$147.4K
8	CARY STREET PARTNERS FINANCIAL LLC	Shares	12.5KSH	$122.4K
9	Police & Firemen's Retirement System of New Jersey	Shares	12.5KSH	$121.9K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.2KSH	$103.1K
11	China Universal Asset Management Co., Ltd.	Shares	8.3KSH	$81.6K
12	SIGNATUREFD, LLC	Shares	4.0KSH	$39.2K
13	GAMMA Investing LLC	Shares	2.6KSH	$25.3K
14	Farther Finance Advisors, LLC	Shares	2.5KSH	$24.6K
15	Mirae Asset Global Investments Co., Ltd.	Shares	2.3KSH	$22.9K
16	Versant Capital Management, Inc	Shares	2.0KSH	$20.0K
17	HM PAYSON & CO	Shares	600SH	$5.9K
18	IFP Advisors, Inc	Shares	167SH	$1.6K
19	ALBION FINANCIAL GROUP /UT	Shares	125SH	$1.2K
20	True Wealth Design, LLC	Shares	103SH	$1.0K
21	HARBOR INVESTMENT ADVISORY, LLC	Shares	100SH	$979
22	EverSource Wealth Advisors, LLC	Shares	98SH	$959
23	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	77SH	$754
24	Blue Trust, Inc.	Shares	33SH	$323
25	SBI Securities Co., Ltd.	Shares	15SH	$147
26	Key FInancial Inc	Shares	12SH	$117
27	CoreCap Advisors, LLC	Shares	11SH	$108
28	SJS Investment Consulting Inc.	Shares	3SH	$30

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

29 / 29 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.2K	+$103.1K	$103.1K
2	Hennion & Walsh Asset Management, Inc. added	Shares	+2.3K	+$28.2K	$888.9K
3	Penbrook Management LLC unchanged	Shares	0	+$19.0K	$2.7M
4	Duncan Williams Asset Management, LLC unchanged	Shares	0	+$4.9K	$688.1K
5	GAMMA Investing LLC added	Shares	+433	+$4.4K	$25.3K
6	IFP Advisors, Inc added	Shares	+152	+$1.5K	$1.6K
7	MOGY JOEL R INVESTMENT COUNSEL INC unchanged	Shares	0	+$1.5K	$203.1K
8	Ballentine Partners, LLC unchanged	Shares	0	+$1.2K	$164.4K
9	CHICAGO TRUST Co NA unchanged	Shares	0	+$1.1K	$147.4K
10	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$875	$122.4K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$872	$121.9K
12	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+77	+$754	$754
13	HM PAYSON & CO unchanged	Shares	0	+$42	$5.9K
14	SJS Investment Consulting Inc. new	Shares	+3	+$30	$30
15	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$9	$1.2K
16	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$7	$979
17	True Wealth Design, LLC unchanged	Shares	0	+$7	$1.0K
18	Blue Trust, Inc. unchanged	Shares	0	+$2	$323
19	SBI Securities Co., Ltd. unchanged	Shares	0	+$1	$147
20	Key FInancial Inc unchanged	Shares	0	$0	$117
21	CoreCap Advisors, LLC trimmed	Shares	-12	-$116	$108
22	EverSource Wealth Advisors, LLC trimmed	Shares	-62	-$596	$959
23	Versant Capital Management, Inc trimmed	Shares	-148	-$1.3K	$20.0K
24	Farther Finance Advisors, LLC trimmed	Shares	-246	-$2.8K	$24.6K
25	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-467	-$4.4K	$22.9K
26	SIGNATUREFD, LLC trimmed	Shares	-727	-$6.8K	$39.2K
27	China Universal Asset Management Co., Ltd. trimmed	Shares	-1.2K	-$11.3K	$81.6K
28	Assenagon Asset Management S.A. trimmed	Shares	-14.0K	-$131.5K	$614.7K
29	Y-Intercept (Hong Kong) Ltd exited	Shares	-100.8K	-$979.8K	$0