SOUTH TEXAS MONEY MANAGEMENT LTD - JULIUS BAER GROUP LTD ADR ownership

JULIUS BAER GROUP LTD ADR's ticker is JBAXY and the CUSIP is 48137C108. A total of 5 filers reported holding JULIUS BAER GROUP LTD ADR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
SOUTH TEXAS MONEY MANAGEMENT LTD ownership history of JULIUS BAER GROUP LTD ADR
ValueSharesWeighting
Q3 2019$125,000
-99.1%
14,188
-99.1%
0.01%
-99.4%
Q4 2014$13,897,000
+0.6%
1,533,869
-1.3%
0.85%
-5.1%
Q3 2014$13,817,000
+63.1%
1,554,264
+50.3%
0.90%
+65.1%
Q2 2014$8,470,000
+51.1%
1,034,127
+62.7%
0.54%
+44.5%
Q1 2014$5,607,000
+98.4%
635,769
+117.1%
0.38%
+90.4%
Q4 2013$2,826,000292,8730.20%
Other shareholders
JULIUS BAER GROUP LTD ADR shareholders Q3 2023
NameSharesValueWeighting ↓
Henry James International Management Inc. 296,557$2,482,0001.04%
TODD ASSET MANAGEMENT LLC 205,875$1,711,0000.05%
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,884,934$23,974,0000.02%
Lenox Wealth Management, Inc. 908$7,0000.00%
CAPTRUST FINANCIAL ADVISORS 14,213$117,0000.00%
Private Capital Group, LLC 424$4,0000.00%
IFP Advisors, Inc 0$00.00%
PNC FINANCIAL SERVICES GROUP, INC. 6,778$57,0000.00%
Sonora Investment Management, LLC 75$1,0000.00%
View complete list of JULIUS BAER GROUP LTD ADR shareholders