Aegon (AEG) Institutional Ownership

$6.24
+0.07 (+1.13%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Aegon (NYSE:AEG)

Current
Institutional Ownership
Percentage
4.32%
Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$73.97M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$45.78M
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AEG Institutional Buying and Selling by Quarter

Aegon Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Janney Montgomery Scott LLC13,130$79K0.0%-32.1%0.000%
5/1/2024BNP Paribas Financial Markets264,532$1.60M0.0%N/A0.010%
5/1/2024 Sequoia Financial Advisors LLC21,781$132K0.0%+10.1%0.001%
4/30/2024 Perigon Wealth Management LLC10,524$64K0.0%N/A0.000%
4/30/2024 Stock Yards Bank & Trust Co.50,172$304K0.0%-3.5%0.002%
4/29/2024 Summit Global Investments1,039,545$6.29M0.5%+0.4%0.039%
4/25/2024 Grace & White Inc. NY1,615,329$9.77M1.8%-1.9%0.061%
4/22/2024 Raymond James & Associates2,724,292$16.48M0.0%N/A0.103%
4/19/2024 Legacy Wealth Asset Management LLC91,827$556K0.2%+2.1%0.003%
4/19/2024 Wealthstar Advisors LLC96,697$585K0.2%+4.3%0.004%
4/17/2024 Hennion & Walsh Asset Management Inc.54,773$331K0.0%+434.2%0.002%
4/11/2024 Ballentine Partners LLC54,215$328K0.0%+19.7%0.002%
4/10/2024 Fulton Bank N.A.32,079$194K0.0%N/A0.001%
4/5/2024 First Hawaiian Bank153,500$929K0.0%N/A0.006%
3/22/2024PNC Financial Services Group Inc.597,598$3.44M0.0%-0.5%0.023%
3/5/2024Wellington Management Group LLP13,476,076$77.62M0.0%-12.4%0.507%
3/1/2024Goldman Sachs Group Inc.4,140,423$23.85M0.0%+10.4%0.156%
2/14/2024Point72 Europe London LLP714,949$4.12M0.5%N/A0.027%
2/13/2024Tower Research Capital LLC TRC12,315$71K0.0%+348.6%0.000%
2/12/2024Parallel Advisors LLC17,603$101K0.0%+16.8%0.001%
2/9/2024Team Hewins LLC58,616$338K0.1%N/A0.002%
2/9/2024US Bancorp DE381,020$2.20M0.0%+3.5%0.014%
2/9/2024Brandes Investment Partners LP1,922,545$11.07M0.2%+45.5%0.072%
2/9/2024Corient Private Wealth LLC109,130$629K0.0%+17.7%0.004%
2/9/2024PNC Financial Services Group Inc.597,598$3.44M0.0%-0.5%0.023%
2/8/2024Quadrant Capital Group LLC43,251$249K0.0%+11.4%0.002%
2/8/2024Wade G W & Inc.43,933$253K0.0%-29.0%0.002%
2/7/2024 Checchi Capital Advisers LLC13,581$78K0.0%N/A0.001%
2/7/2024Dimensional Fund Advisors LP4,507,076$25.96M0.0%N/A0.170%
2/7/2024QRG Capital Management Inc.83,289$480K0.0%N/A0.003%
2/7/2024 Cary Street Partners Investment Advisory LLC34,897$201K0.0%-12.2%0.001%
2/7/2024Principal Street Partners LLC22,469$129K0.0%-49.6%0.001%
2/6/2024National Bank of Canada FI126,584$725K0.0%+13,452.9%0.005%
2/6/2024Axxcess Wealth Management LLC10,236$59K0.0%-15.8%0.000%
2/6/2024M&T Bank Corp10,415$60K0.0%N/A0.000%
2/6/2024 Natixis Advisors L.P.236,658$1.36M0.0%-2.5%0.009%
2/5/2024Certuity LLC10,737$62K0.0%N/A0.000%
2/2/2024Atria Wealth Solutions Inc.30,021$173K0.0%N/A0.000%
2/2/2024 Bfsg LLC4,460$26K0.0%-84.6%0.000%
2/2/2024Private Management Group Inc.1,480,267$8.53M0.3%-60.3%0.000%
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2/1/2024 Grace & White Inc. NY1,646,899$9.49M1.7%-2.1%0.000%
2/1/2024New York State Common Retirement Fund212,164$1.22M0.0%-15.2%0.000%
2/1/2024Signaturefd LLC122,947$708K0.0%+7.9%0.005%
1/31/2024 Institute for Wealth Management LLC.16,981$98K0.0%N/A0.000%
1/26/2024Cerity Partners LLC87,416$504K0.0%+11.7%0.000%
1/26/2024 Optas LLC11,290$65K0.0%N/A0.000%
1/26/2024 Sequoia Financial Advisors LLC19,779$114K0.0%+19.6%0.000%
1/24/2024Prime Capital Investment Advisors LLC22,817$131K0.0%+48.9%0.000%
1/24/2024Boit C F David14,695$83K0.0%N/A0.000%
1/23/2024 Ballentine Partners LLC45,300$261K0.0%N/A0.000%
1/18/2024 Strategic Financial Concepts LLC30,377$175K0.1%+78.6%0.000%
1/18/2024 Caprock Group LLC23,944$138K0.0%-7.1%0.000%
1/18/2024Blue Trust Inc.12,069$70K0.0%+580.7%0.000%
1/17/2024Schechter Investment Advisors LLC89,758$517K0.0%-9.5%0.000%
1/16/2024 Wealthstar Advisors LLC92,669$534K0.1%+61.8%0.000%
1/12/2024 Advisor Resource Council12,055$69K0.0%N/A0.000%
1/11/2024 Legacy Wealth Asset Management LLC89,978$518K0.2%N/A0.000%
1/9/2024 Capital Asset Advisory Services LLC10,236$59K0.0%-15.6%0.000%
12/1/2023Wellington Management Group LLP15,380,555$73.83M0.0%-8.9%0.575%
11/15/2023Axxcess Wealth Management LLC12,160$58K0.0%N/A0.000%
11/13/2023 Natixis Advisors L.P.242,668$1.17M0.0%-1.0%0.009%
11/13/2023Mariner LLC137,395$659K0.0%-4.0%0.005%
11/13/2023Brandes Investment Partners LP1,321,542$6.34M0.1%+0.2%0.049%
11/13/2023Glenview Trust co17,828$86K0.0%+54.2%0.001%
11/13/2023Kestra Advisory Services LLC67,874$326K0.0%+13.0%0.003%
11/13/2023PNC Financial Services Group Inc.600,504$2.88M0.0%+0.4%0.022%
11/8/2023 Sequoia Financial Advisors LLC16,544$79K0.0%-16.4%0.001%
11/8/2023Dorsey & Whitney Trust CO LLC15,417$74K0.0%-19.0%0.001%
11/8/2023Oppenheimer & Co. Inc.13,484$65K0.0%-38.7%0.001%
11/8/2023 Strategic Financial Concepts LLC17,008$82K0.0%N/A0.001%
11/7/2023Quantbot Technologies LP32,486$156K0.0%+88.5%0.001%
11/7/2023New York State Common Retirement Fund250,227$1.20M0.0%-1.6%0.009%
11/7/2023 Wealthstar Advisors LLC57,258$275K0.1%N/A0.002%
11/6/2023Schechter Investment Advisors LLC99,231$476K0.0%-2.5%0.004%
11/4/2023 NBC Securities Inc.22,853$109K0.0%N/A0.001%
11/4/2023Syon Capital LLC18,370$88K0.0%N/A0.001%
11/4/2023Signaturefd LLC113,920$547K0.0%+2.5%0.004%
11/1/2023Orion Portfolio Solutions LLC20,107$97K0.0%-15.7%0.001%
10/31/2023 Allworth Financial LP8,201$39K0.0%+144.8%0.000%
10/30/2023Private Management Group Inc.3,732,129$17.91M0.7%-15.5%0.140%
10/30/2023 First Trust Direct Indexing L.P.91,943$441K0.1%-4.4%0.003%
10/26/2023Advisor Partners II LLC66,511$319K0.0%-14.1%0.002%
10/25/2023 Grace & White Inc. NY1,682,253$8.08M1.5%-0.8%0.063%
10/24/2023 Bank of New York Mellon Corp101,302$486K0.0%+12.3%0.004%
10/24/2023 Raymond James & Associates3,567,313$17.12M0.0%-16.2%0.133%
10/23/2023Commonwealth Equity Services LLC56,291$270K0.0%+22.3%0.002%
10/20/2023 Bfsg LLC29,051$139K0.0%N/A0.001%
10/19/2023 Clarius Group LLC19,400$93K0.0%N/A0.001%
10/18/2023 Caprock Group LLC25,775$124K0.0%+13.4%0.001%
8/14/2023Eqis Capital Management Inc.32,150$163K0.0%-7.0%0.001%
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8/11/2023O Shaughnessy Asset Management LLC100,683$510K0.0%-2.9%0.004%
8/11/2023PNC Financial Services Group Inc.598,264$3.03M0.0%+0.5%0.022%
8/10/2023Quadrant Capital Group LLC37,921$192K0.0%+16.3%0.001%
8/10/2023US Bancorp DE377,845$1.92M0.0%+8.1%0.014%
8/10/2023 Checchi Capital Advisers LLC13,581$69K0.0%N/A0.001%
8/9/2023Highland Capital Management LLC72,338$367K0.0%-3.2%0.003%
8/9/2023Ellevest Inc.30,271$153K0.0%+17.3%0.001%
8/8/2023 Sequoia Financial Advisors LLC19,779$100K0.0%+21.7%0.001%
8/4/2023Envestnet Asset Management Inc.245,232$1.24M0.0%-39.3%0.009%
8/4/2023Savant Capital LLC55,383$281K0.0%+226.2%0.002%
(Data available from 1/1/2016 forward)

AEG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AEG shares?

During the previous two years, 139 institutional investors and hedge funds held shares of Aegon. The most heavily invested institutionals were Dodge & Cox ($540.98M), Wellington Management Group LLP ($77.62M), Dimensional Fund Advisors LP ($25.96M), Goldman Sachs Group Inc. ($23.85M), Raymond James & Associates ($16.48M), Brandes Investment Partners LP ($11.07M), and Grace & White Inc. NY ($9.77M).Learn more on AEG's institutional investors.

What percentage of Aegon stock is owned by institutional investors?

4.32% of Aegon stock is owned by institutional investors. Learn more on AEG's institutional investor holdings.

Which institutional investors have been buying Aegon stock?

Of the 111 institutional investors that purchased Aegon stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dimensional Fund Advisors LP ($5.30M), Raymond James & Associates ($3.12M), Brandes Investment Partners LP ($1.85M), Dodge & Cox ($1.11M), Envestnet Asset Management Inc. ($1.02M), Summit Global Investments ($1.00M), and Point72 Europe London LLP ($714.95K).

How much institutional buying is happening at Aegon?

Institutional investors have bought a total of 18,581,648 shares in the last 24 months. This purchase volume represents approximately $98.20M in transactions.

Which Aegon major shareholders have been selling company stock?

Of the 66 institutional investors that sold Aegon stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Management Group Inc. ($3.86M), Wellington Management Group LLP ($3.52M), Envestnet Asset Management Inc. ($921.31K), Raymond James & Associates ($891.64K), Dodge & Cox ($302.60K), Brandes Investment Partners LP ($207.58K), and Mutual Advisors LLC ($96.44K).

How much institutional selling is happening at Aegon?

Institutional investors have sold a total of 10,673,462 shares in the last 24 months. This volume of shares sold represents approximately $54.21M in transactions.


This page (NYSE:AEG) was last updated on 5/2/2024 by MarketBeat.com Staff

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