Filing Research | MASIMO CORP Institutional Holdings

Snapshot holdings

1 / 1 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	88SH	$15.8K

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

50 / 70 loaded

#		Instrument
1	Capital Advisors, Ltd. LLC exited	Shares	-2	$0	$0
2	FNY Investment Advisers, LLC exited	PUT	-1	$0	$0
3	FNY Investment Advisers, LLC exited	CALL	-135	-$24	$0
4	GHP Investment Advisors, Inc. exited	Shares	-1	-$178	$0
5	Bogart Wealth, LLC exited	Shares	-4	-$711	$0
6	State of Alaska, Department of Revenue exited	Shares	-4.6K	-$818	$0
7	Raleigh Capital Management Inc. exited	Shares	-5	-$889	$0
8	DiNuzzo Private Wealth, Inc. exited	Shares	-5	-$890	$0
9	Cromwell Holdings LLC exited	Shares	-7	-$1.2K	$0
10	Hughes Financial Services, LLC exited	Shares	-7	-$1.2K	$0
11	Valued Wealth Advisors LLC exited	Shares	-7	-$1.2K	$0
12	Marquette Asset Management, LLC exited	Shares	-8	-$1.4K	$0
13	First Pacific Financial exited	Shares	-9	-$1.6K	$0
14	ADIRONDACK TRUST CO exited	Shares	-12	-$2.1K	$0
15	Handelsbanken Fonder AB exited	Shares	-14.7K	-$2.6K	$0
16	JFS WEALTH ADVISORS, LLC exited	Shares	-17	-$3.0K	$0
17	ELEVATION WEALTH PARTNERS, LLC exited	Shares	-19	-$3.4K	$0
18	FIRST HORIZON CORP exited	Shares	-19	-$3.4K	$0
19	High Note Wealth, LLC exited	Shares	-21	-$3.7K	$0
20	AMALGAMATED BANK exited	Shares	-21.8K	-$3.9K	$0
21	Sachetta, LLC exited	Shares	-23	-$4.1K	$0
22	Versant Capital Management, Inc exited	Shares	-27	-$4.8K	$0
23	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-38.6K	-$6.9K	$0
24	Spire Wealth Management exited	Shares	-39	-$6.9K	$0
25	FARMERS & MERCHANTS INVESTMENTS INC exited	Shares	-42	-$7.5K	$0
26	Torren Management, LLC exited	Shares	-46	-$8.2K	$0
27	Investors Research Corp exited	Shares	-50	-$8.9K	$0
28	Holos Integrated Wealth LLC exited	Shares	-68	-$12.2K	$0
29	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-100	-$17.8K	$0
30	LANARK FINANCIAL, INC. exited	Shares	-146	-$26.0K	$0
31	Activest Wealth Management exited	Shares	-158	-$28.1K	$0
32	SJS Investment Consulting Inc. exited	Shares	-162	-$28.8K	$0
33	True Wealth Design, LLC exited	Shares	-172	-$30.6K	$0
34	EQUITEC PROPRIETARY MARKETS, LLC exited	CALL	-200	-$35.6K	$0
35	Hilltop National Bank exited	Shares	-218	-$38.8K	$0
36	MassMutual Private Wealth & Trust, FSB exited	Shares	-220	-$39.1K	$0
37	Blue Trust, Inc. exited	Shares	-232	-$41.3K	$0
38	SBI Securities Co., Ltd. exited	Shares	-270	-$48.0K	$0
39	SIGNATUREFD, LLC exited	Shares	-346	-$61.5K	$0
40	DHJJ Financial Advisors, Ltd. exited	Shares	-360	-$64.0K	$0
41	GAMMA Investing LLC exited	Shares	-586	-$104.2K	$0
42	IFP Advisors, Inc trimmed	Shares	-629	-$111.7K	$15.8K
43	EverSource Wealth Advisors, LLC exited	Shares	-1.1K	-$189.3K	$0
44	Net Worth Advisory Group exited	Shares	-1.2K	-$209.3K	$0
45	Ballentine Partners, LLC exited	Shares	-1.2K	-$209.4K	$0
46	Oak Thistle LLC exited	Shares	-1.2K	-$216.5K	$0
47	Avior Wealth Management, LLC exited	Shares	-1.4K	-$250.8K	$0
48	Fifth Third Wealth Advisors LLC exited	Shares	-1.5K	-$271.8K	$0
49	MISSION WEALTH MANAGEMENT, LP exited	Shares	-1.9K	-$338.8K	$0
50	Farther Finance Advisors, LLC exited	Shares	-2.1K	-$377.0K	$0

Scroll to load more