Telefonaktiebolaget LM Ericsson (publ) (ERIC) Institutional Ownership

$5.24
-0.04 (-0.76%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC)

Current
Institutional Ownership
Percentage
7.99%
Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$42.24M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$25.37M
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ERIC Institutional Buying and Selling by Quarter

Telefonaktiebolaget LM Ericsson (publ) Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Milestone Asset Management LLC262,354$1.45M0.4%N/A0.008%
4/19/2024 Legacy Wealth Asset Management LLC99,859$550K0.2%+4.7%0.003%
4/19/2024 First Trust Direct Indexing L.P.44,549$245K0.0%+7.0%0.001%
4/19/2024 Azzad Asset Management Inc. ADV576,227$3.18M0.4%+1.9%0.017%
4/18/2024 Allspring Global Investments Holdings LLC6,571$36K0.0%N/A0.000%
4/16/2024 Hennessy Advisors Inc.18,299$101K0.0%-24.0%0.001%
4/12/2024 Gateway Investment Advisers LLC46,340$255K0.0%+225.8%0.001%
4/11/2024 First Affirmative Financial Network26,354$145K0.1%+9.4%0.001%
4/10/2024 Aprio Wealth Management LLC17,547$97K0.0%+17.5%0.001%
4/5/2024 NBC Securities Inc.10,744$59K0.0%+258.1%0.000%
3/27/2024Nomura Holdings Inc.60,953$384K0.0%N/A0.002%
3/15/2024B. Riley Wealth Advisors Inc.80,254$506K0.0%N/A0.002%
3/14/2024 Hennessy Advisors Inc.24,078$152K0.0%N/A0.001%
3/1/2024Goldman Sachs Group Inc.3,114,619$19.62M0.0%-15.7%0.094%
2/26/2024Syon Capital LLC136,765$862K0.1%-44.4%0.004%
2/26/2024Virtu Financial LLC89,224$562K0.0%N/A0.003%
2/14/2024Hotchkis & Wiley Capital Management LLC146,286,324$921.60M3.3%+3.1%4.393%
2/14/2024Seven Eight Capital LP92,646$584K0.1%N/A0.003%
2/13/2024Oppenheimer & Co. Inc.835,784$5.27M0.1%+4,904.4%0.025%
2/13/2024Lake Street Advisors Group LLC10,179$64K0.0%N/A0.000%
2/12/2024Dorsey & Whitney Trust CO LLC40,141$253K0.0%+198.3%0.001%
2/9/2024Primecap Management Co. CA53,963,871$339.97M0.3%-1.7%1.621%
2/9/2024EverSource Wealth Advisors LLC7,065$45K0.0%-45.2%0.000%
2/8/2024Level Four Advisory Services LLC46,612$294K0.0%-10.1%0.001%
2/8/2024Vanguard Personalized Indexing Management LLC61,839$390K0.0%-15.8%0.002%
2/7/2024Forum Financial Management LP43,024$271K0.0%-67.9%0.001%
2/7/2024QRG Capital Management Inc.107,824$679K0.0%+2.6%0.003%
2/7/2024Monaco Asset Management SAM75,000$472K0.1%-50.0%0.002%
2/7/2024 Arlington Capital Management Inc.20,000$126K0.1%N/A0.001%
2/6/2024National Bank of Canada FI19,525$121K0.0%-29.6%0.001%
2/6/2024Henry James International Management Inc.302,572$1.91M0.7%-1.0%0.009%
2/6/2024 Sapient Capital LLC19,251$121K0.0%N/A0.001%
2/6/2024M&T Bank Corp10,228$64K0.0%-16.5%0.000%
2/6/2024Natixis Advisors L.P.89,110$561K0.0%+15.4%0.003%
2/5/2024Intrust Bank NA35,828$226K0.0%+77.6%0.001%
2/2/2024 Kovack Advisors Inc.225,559$1.42M0.2%-15.2%0.007%
2/2/2024Syon Capital LLC144,765$912K0.1%-41.2%0.004%
2/2/2024Harvest Fund Management Co. Ltd17,910$112K0.0%N/A0.001%
1/31/2024Institute for Wealth Management LLC.57,388$362K0.1%+75.3%0.002%
1/30/2024Investors Research Corp86,252$543K0.1%-8.4%0.003%
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1/29/2024 Sapient Capital LLC19,251$121K0.0%N/A0.001%
1/26/2024Cerity Partners LLC41,886$264K0.0%+301.6%0.001%
1/26/2024Sequoia Financial Advisors LLC361,420$2.28M0.0%+412.9%0.011%
1/25/2024Ruedi Wealth Management Inc.19,157$121K0.1%-32.3%0.001%
1/24/2024Mirae Asset Global Investments Co. Ltd.574,164$3.62M0.0%+32.4%0.017%
1/24/2024 International Assets Investment Management LLC16,296$103K0.0%N/A0.000%
1/23/2024DORCHESTER WEALTH MANAGEMENT Co93,650$590K0.1%-6.4%0.003%
1/19/2024Pinnacle Associates Ltd.47,858$302K0.0%+186.2%0.001%
1/18/2024Caprock Group LLC56,252$354K0.0%+32.0%0.002%
1/18/2024 Ritholtz Wealth Management138,121$870K0.0%+9.9%0.004%
1/18/2024Planned Solutions Inc.6,000$38K0.0%N/A0.000%
1/17/2024 Aprio Wealth Management LLC14,938$94K0.0%-29.9%0.000%
1/16/2024Pacer Advisors Inc.29,394$185K0.0%-98.5%0.001%
1/11/2024 626 Financial LLC11,460$72K0.0%N/A0.000%
1/11/2024 Legacy Wealth Asset Management LLC95,377$601K0.2%+12.6%0.003%
1/8/2024 First Affirmative Financial Network24,086$152K0.1%+22.0%0.001%
11/8/2023Dorsey & Whitney Trust CO LLC13,457$65K0.0%+31.2%0.000%
8/9/2023BNP Paribas Arbitrage SNC131,034$714K0.0%+426.3%0.004%
8/8/2023SouthState Corp10,919$60K0.0%+1,099.9%0.000%
8/7/2023Earnest Partners LLC301,705$1.64M0.0%+28.3%0.009%
8/3/2023Henry James International Management Inc.305,695$1.67M0.7%-11.5%0.009%
2/9/2023Dorsey & Whitney Trust CO LLC13,171$77K0.0%-38.2%0.000%
2/8/2023Russell Investments Group Ltd.804,882$4.70M0.0%+150.0%0.024%
2/1/2023Henry James International Management Inc.345,196$2.02M1.0%+0.8%0.010%
11/10/2022Credit Suisse AG4,921,179$28.25M0.0%+34.2%0.148%
11/8/2022Advisors Asset Management Inc.155,948$895K0.0%-27.1%0.005%
11/4/2022George Kaiser Family Foundation286,814$1.65M0.3%+16.1%0.009%
11/4/2022Russell Investments Group Ltd.321,985$1.85M0.0%N/A0.010%
11/1/2022Henry James International Management Inc.342,428$1.97M1.1%-26.9%0.010%
8/13/2022Dodge & Cox17,700$131K0.0%-40.2%0.001%
8/12/2022Credit Suisse AG3,668,232$27.15M0.0%+398.4%0.110%
8/12/2022Dorsey & Whitney Trust CO LLC12,191$90K0.0%-9.7%0.000%
8/5/2022George Kaiser Family Foundation246,938$1.83M0.3%+53.4%0.007%
7/25/2022Henry James International Management Inc.468,535$3.47M1.7%-32.1%0.014%
5/12/2022Alan B. Lancz & Associates Inc.13,000$119K0.1%-94.5%0.000%
5/12/2022Madison Asset Management LLC289,326$2.64M0.0%-11.4%0.009%
5/11/2022George Kaiser Family Foundation160,974$1.47M0.2%-24.7%0.005%
5/11/2022 Atlas Capital Advisors LLC23,611$216K0.0%-45.9%0.001%
5/10/2022AGF Investments Inc.4,325,000$39.53M0.3%+113.4%0.130%
5/10/2022First Horizon Advisors Inc.4,521$41K0.0%-65.6%0.000%
5/5/2022Russell Investments Group Ltd.143,754$1.31M0.0%-5.3%0.000%
4/21/2022Henry James International Management Inc.689,728$6.30M2.5%-9.2%0.021%
2/14/2022Credit Suisse AG4,570,939$49.69M0.0%-17.6%0.137%
2/11/2022Renaissance Group LLC568,360$6.18M0.3%-30.1%0.017%
2/9/2022BNP Paribas Arbitrage SA110,606$1.20M0.0%+612.9%0.003%
2/9/2022Alan B. Lancz & Associates Inc.238,000$2.59M0.6%N/A0.007%
2/8/2022Dorsey & Whitney Trust CO LLC13,287$145K0.0%+16.5%0.000%
2/7/2022Earnest Partners LLC205,695$2.24M0.0%+4.3%0.006%
2/1/2022 Atlas Capital Advisors LLC43,667$475K0.1%+19.1%0.000%
1/21/2022Russell Investments Group Ltd.151,829$1.65M0.0%+236.3%0.005%
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11/15/2021MUFG Securities EMEA plc14,000,000$158.27M1.8%N/A0.420%
11/15/2021Madison Asset Management LLC359,913$4.03M0.1%+1.7%0.011%
11/12/2021Renaissance Group LLC813,472$9.11M0.4%+6.2%0.024%
11/12/2021Credit Suisse AG5,544,682$62.10M0.0%+623.1%0.166%
11/10/2021O Shaughnessy Asset Management LLC20,104$225K0.0%-38.6%0.001%
11/8/2021Russell Investments Group Ltd.45,153$505K0.0%N/A0.001%
11/3/2021Windsor Creek Advisors LLC556,818$6.24M1.8%+62.8%0.017%
10/28/2021 Atlas Capital Advisors LLC36,659$411K0.1%-7.2%0.001%
8/16/2021FinTrust Capital Advisors LLC226,440$2.85M0.7%+5.3%0.007%
8/16/2021Credit Suisse AG766,769$9.65M0.0%-53.6%0.023%
(Data available from 1/1/2016 forward)

ERIC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ERIC shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Telefonaktiebolaget LM Ericsson (publ). The most heavily invested institutionals were Hotchkis & Wiley Capital Management LLC ($921.60M), Primecap Management Co. CA ($339.97M), AGF Investments Inc. ($39.53M), Credit Suisse AG ($28.25M), Goldman Sachs Group Inc. ($19.62M), Oppenheimer & Co. Inc. ($5.27M), and Russell Investments Group Ltd. ($4.70M).Learn more on ERIC's institutional investors.

What percentage of Telefonaktiebolaget LM Ericsson (publ) stock is owned by institutional investors?

7.99% of Telefonaktiebolaget LM Ericsson (publ) stock is owned by institutional investors. Learn more on ERIC's institutional investor holdings.

Which institutional investors have been buying Telefonaktiebolaget LM Ericsson (publ) stock?

Of the 42 institutional investors that purchased Telefonaktiebolaget LM Ericsson (publ) stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hotchkis & Wiley Capital Management LLC ($4.35M), Credit Suisse AG ($4.19M), AGF Investments Inc. ($2.30M), Oppenheimer & Co. Inc. ($819.08K), Russell Investments Group Ltd. ($804.88K), Sequoia Financial Advisors LLC ($290.95K), and Milestone Asset Management LLC ($262.35K).

How much institutional buying is happening at Telefonaktiebolaget LM Ericsson (publ)?

Institutional investors have bought a total of 14,189,156 shares in the last 24 months. This purchase volume represents approximately $97.69M in transactions.

Which Telefonaktiebolaget LM Ericsson (publ) major shareholders have been selling company stock?

Of the 27 institutional investors that sold Telefonaktiebolaget LM Ericsson (publ) stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pacer Advisors Inc. ($1.98M), Primecap Management Co. CA ($942.10K), Goldman Sachs Group Inc. ($582.10K), Henry James International Management Inc. ($390.30K), Alan B. Lancz & Associates Inc. ($225K), Syon Capital LLC ($210.68K), and Forum Financial Management LP ($91.00K).

How much institutional selling is happening at Telefonaktiebolaget LM Ericsson (publ)?

Institutional investors have sold a total of 4,811,806 shares in the last 24 months. This volume of shares sold represents approximately $31.43M in transactions.


This page (NASDAQ:ERIC) was last updated on 4/26/2024 by MarketBeat.com Staff

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