Filing Research | Sandoz Group Ltd Sponsored ADR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	Henry James International Management Inc.	Shares	64.8KSH	$5.9M
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	27.1KSH	$2.5M
3	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	3.4KSH	$304.2K
4	ALBERT D MASON INC	Shares	2.3KSH	$211.8K
5	GAMMA Investing LLC	Shares	1.2KSH	$110.2K
6	Vermillion Wealth Management, Inc.	Shares	47SH	$4.3K
7	Main Street Group, LTD	Shares	12SH	$1.1K
8	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1SH	$90

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

11 / 11 loaded

#		Instrument
1	Henry James International Management Inc. added	Shares	+2.1K	+$1.1M	$5.9M
2	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-1.3K	+$228.9K	$2.5M
3	ALBERT D MASON INC new	Shares	+2.3K	+$211.8K	$211.8K
4	GAMMA Investing LLC added	Shares	+507	+$54.6K	$110.2K
5	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$41.3K	$304.2K
6	Vermillion Wealth Management, Inc. new	Shares	+47	+$4.3K	$4.3K
7	Main Street Group, LTD unchanged	Shares	0	+$148	$1.1K
8	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$12	$90
9	LANARK FINANCIAL, INC. exited	Shares	-65	-$5.0K	$0
10	YOUSIF CAPITAL MANAGEMENT, LLC exited	Shares	-5.7K	-$440.9K	$0
11	Matthew Goff Investment Advisor, LLC exited	Shares	-13.7K	-$1.1M	$0

Filing Research | Sandoz Group Ltd Sponsored ADR Institutional Holdings