Fiera Capital (FSZ) Institutional Ownership

C$6.93
-0.05 (-0.72%)
(As of 10:15 AM ET)

Institutional Ownership Changes (13F Filings) for Fiera Capital (TSE:FSZ)

Current
Institutional Ownership
Percentage
17.87%
Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
C$117.88K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
C$510.67K
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FSZ Institutional Buying and Selling by Quarter

Fiera Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2023Cottonwood Capital Advisors LLC20,433C$1.25M1.1%-1.1%1.104%
4/27/2023Benjamin F. Edwards & Company Inc.41,065C$2.50M0.1%-8.3%2.220%
4/25/2023 Cyndeo Wealth Partners LLC40,371C$2.46M0.3%+2.3%2.182%
4/21/2023 Cyndeo Wealth Partners LLC40,371C$3.26M0.4%+2.3%2.182%
4/14/2023 Raymond James & Associates5,089C$310K0.0%N/A0.275%
3/6/2023OLD Mission Capital LLC19,228C$1.06M0.0%-41.0%1.068%
2/9/2023First Trust Advisors LP1,057,326C$58.03M0.1%N/A58.740%
2/9/2023HighTower Advisors LLC5,924C$327K0.0%N/A0.329%
2/7/2023Benjamin F. Edwards & Company Inc.44,775C$2.46M0.1%N/A2.488%
2/7/2023MTM Investment Management LLC1,866C$102K0.1%-9.5%0.104%
2/6/2023Cottonwood Capital Advisors LLC20,661C$1.13M1.0%-7.2%1.148%
2/1/2023Bank of Montreal Can1,057C$58K0.0%N/A0.059%
1/25/2023 Cyndeo Wealth Partners LLC39,462C$2.17M0.3%N/A2.192%
11/14/2022OLD Mission Capital LLC32,605C$1.51M0.0%+99.1%5.016%
11/4/2022Prudential Financial Inc.33,302C$1.74M0.0%+65.9%5.550%
11/1/2022Cottonwood Capital Advisors LLC22,259C$1.03M1.0%-1.4%3.710%
8/5/2022OLD Mission Capital LLC16,378C$867K0.0%N/A2.520%
7/27/2022Cottonwood Capital Advisors LLC22,578C$1.20M1.1%+4.1%3.010%
7/27/2022Vontobel Holding Ltd.115,568C$6.12M0.1%+0.7%15.409%
7/13/2022 Retirement Planning Group4,960C$263K0.0%N/A0.661%
5/13/2022Vontobel Holding Ltd.114,814C$7.36M0.1%+2,063.4%8.201%
4/18/2022Cottonwood Capital Advisors LLC21,692C$1.40M1.1%+3.4%1.549%
2/14/2022Golden State Wealth Management LLC2,919C$208K0.0%N/A0.209%
2/8/2022 Raymond James Financial Services Advisors Inc.3,084C$220K0.0%-77.6%0.220%
2/8/2022 Raymond James & Associates42,801C$3.05M0.0%-1.7%3.057%
2/8/2022First Trust Advisors LP673,380C$48.03M0.0%-13.7%48.099%
1/28/2022Cottonwood Capital Advisors LLC20,985C$1.50M1.2%N/A1.499%
11/16/2021Jane Street Group LLC91,649C$5.99M0.0%+231.1%6.110%
11/16/2021LPL Financial LLC31,162C$2.03M0.0%+45.6%2.077%
11/15/2021Flow Traders U.S. LLC6,272C$410K0.0%-6.0%0.418%
11/12/2021Green Harvest Asset Management LLC6,616C$431K0.1%N/A0.441%
11/12/2021Credit Suisse AG7,016C$459K0.0%+9.5%0.468%
11/2/2021 Raymond James Financial Services Advisors Inc.13,784C$898K0.0%-2.1%0.919%
11/2/2021 Raymond James & Associates43,554C$2.84M0.0%-3.5%2.904%
10/29/2021Vontobel Holding Ltd.5,799C$379K0.0%N/A0.387%
8/17/2021Citadel Advisors LLC37,222C$2.47M0.0%N/A2.326%
8/16/2021First Trust Advisors LP854,250C$56.78M0.1%-5.5%53.391%
8/16/2021Royal Bank of Canada4,747C$316K0.0%-53.0%0.297%
8/16/2021Morgan Stanley133,133C$8.85M0.0%-38.1%8.321%
8/16/2021Credit Suisse AG6,406C$426K0.0%N/A0.400%
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8/13/2021LPL Financial LLC21,402C$1.42M0.0%+118.1%1.338%
8/11/2021Baird Financial Group Inc.11,435C$760K0.0%-2.1%0.715%
8/11/2021Susquehanna International Group LLP4,188C$278K0.0%+21.3%0.262%
8/6/2021HighTower Advisors LLC10,068C$669K0.0%+30.2%0.629%
6/23/2021StoneX Group Inc.4,377C$271K0.0%+5.2%0.257%
5/18/2021Morgan Stanley215,138C$13.34M0.0%+5.3%12.655%
5/18/2021Jane Street Group LLC19,826C$1.23M0.0%+272.5%1.166%
5/14/2021Horizon Investments LLC4,020C$249K0.0%N/A0.236%
5/14/2021Stifel Financial Corp13,371C$829K0.0%-4.2%0.787%
5/13/2021Baird Financial Group Inc.11,678C$724K0.0%-4.4%0.687%
5/12/2021UBS Group AG1,548C$96K0.0%+1,138.4%0.091%
5/10/2021HighTower Advisors LLC7,734C$479K0.0%N/A0.455%
5/4/2021Vontobel Swiss Wealth Advisors AG6,918C$429K0.2%+28.7%0.407%
4/19/2021MTM Investment Management LLC2,262C$140K0.1%-6.4%0.133%
3/26/2021Susquehanna International Group LLP6,224C$373K0.0%-73.7%0.377%
2/17/2021Jane Street Group LLC5,323C$321K0.0%N/A0.323%
2/16/2021Morgan Stanley204,232C$12.33M0.0%+112.0%12.378%
2/12/2021Stifel Financial Corp13,952C$842K0.0%-4.8%0.846%
2/12/2021LPL Financial LLC13,910C$840K0.0%+118.0%0.843%
2/12/2021Credit Suisse AG6,013C$363K0.0%+18.6%0.364%
2/11/2021Baird Financial Group Inc.12,221C$738K0.0%+8.7%0.741%
2/9/2021Wells Fargo & Company MN52,931C$3.20M0.0%+3.8%3.208%
2/9/2021 Founders Financial Securities LLC4,044C$244K0.1%N/A0.245%
2/5/2021Koshinski Asset Management Inc.13,250C$211K0.0%N/A0.803%
2/2/2021First Trust Advisors LP881,809C$53.23M0.1%+10.3%53.443%
2/2/2021Koshinski Asset Management Inc.13,250C$211K0.0%N/A0.803%
2/2/2021Vontobel Swiss Wealth Advisors AG5,375C$324K0.2%+33.2%0.326%
1/27/2021MTM Investment Management LLC2,417C$146K0.1%N/A0.146%
11/19/2020 Catalyst Private Wealth LLC646C$35K0.0%N/A0.040%
11/13/2020Morgan Stanley96,331C$5.18M0.0%-4.1%7.136%
11/9/2020LPL Financial LLC6,380C$343K0.0%-13.7%0.473%
11/5/2020First Trust Advisors LP799,193C$43.01M0.1%-21.8%59.199%
11/5/2020Wells Fargo & Company MN50,999C$2.74M0.0%+9.8%3.778%
11/4/2020 Raymond James & Associates40,948C$2.20M0.0%+321.8%3.033%
10/27/2020Vontobel Swiss Wealth Advisors AG4,036C$216K0.2%N/A0.299%
8/17/2020Jane Street Group LLC91,981C$4.49M0.0%+419.6%6.570%
8/14/2020Bank of America Corp DE5,960C$291K0.0%-18.5%0.426%
7/22/2020First Trust Advisors LP1,022,541C$49.92M0.1%-15.9%65.970%
6/16/2020Royal Bank of Canada5,496C$230K0.0%-48.9%0.323%
5/26/2020Morgan Stanley103,278C$4.33M0.0%-58.7%5.902%
5/18/2020Advisor Group Holdings Inc.4,500C$188K0.0%N/A0.257%
5/15/2020Jane Street Group LLC17,701C$742K0.0%+296.9%1.011%
5/15/2020Morgan Stanley103,278C$4.33M0.0%-58.7%5.902%
5/14/2020Wells Fargo & Company MN56,984C$2.39M0.0%-34.9%3.256%
5/14/2020Baird Financial Group Inc.13,465C$564K0.0%-6.3%0.769%
5/12/2020Citigroup Inc.1,832C$77K0.0%-15.3%0.105%
5/6/2020First Trust Advisors LP1,215,189C$50.91M0.1%-33.0%67.511%
5/6/2020Vontobel Swiss Wealth Advisors AG11,696C$490K0.4%+30.8%0.650%
5/1/2020UBS Group AG943C$40K0.0%-93.6%0.052%
4/21/2020 Raymond James & Associates10,236C$429K0.0%-37.8%0.539%
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(Data available from 1/1/2016 forward)

FSZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSZ shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Fiera Capital. The most heavily invested institutionals were First Trust Advisors LP (C$58.03M), Vontobel Holding Ltd. (C$6.12M), Benjamin F. Edwards & Company Inc. (C$2.50M), Cyndeo Wealth Partners LLC (C$2.46M), Prudential Financial Inc. (C$1.74M), Cottonwood Capital Advisors LLC (C$1.25M), and OLD Mission Capital LLC (C$1.06M).Learn more on FSZ's institutional investors.

What percentage of Fiera Capital stock is owned by institutional investors?

17.87% of Fiera Capital stock is owned by institutional investors. Learn more on FSZ's institutional investor holdings.

Which institutional investors have been buying Fiera Capital stock?

Of the 11 institutional investors that purchased Fiera Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP (C$1.06M), Vontobel Holding Ltd. (C$110.26K), Benjamin F. Edwards & Company Inc. (C$44.78K), Cyndeo Wealth Partners LLC (C$41.28K), OLD Mission Capital LLC (C$32.61K), Prudential Financial Inc. (C$13.22K), and HighTower Advisors LLC (C$5.92K).

How much institutional buying is happening at Fiera Capital?

Institutional investors have bought a total of 1,317,387 shares in the last 24 months. This purchase volume represents approximately C$157.87M in transactions.

Which Fiera Capital major shareholders have been selling company stock?

The following institutional investors have sold Fiera Capital stock in the last 24 months: OLD Mission Capital LLC (C$13.38K), Benjamin F. Edwards & Company Inc. (C$3.71K), Cottonwood Capital Advisors LLC (C$2.15K), and MTM Investment Management LLC (C$196.00).

How much institutional selling is happening at Fiera Capital?

Institutional investors have sold a total of 19,428 shares in the last 24 months. This volume of shares sold represents approximately C$2.34M in transactions.


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

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