Creative Planning - AEGON N V ownership

AEGON N V's ticker is AEG and the CUSIP is 007924103. A total of 160 filers reported holding AEGON N V in Q3 2023. The put-call ratio across all filers is 0.95 and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of AEGON N V
ValueSharesWeighting
Q3 2023$1,111,308
-3.2%
231,522
+2.3%
0.00%
-50.0%
Q2 2023$1,147,667
+62.9%
226,364
+38.2%
0.00%
+100.0%
Q1 2023$704,471
-18.4%
163,830
-4.4%
0.00%0.0%
Q4 2022$863,668
+144.0%
171,363
+92.0%
0.00%0.0%
Q3 2022$354,000
+19.2%
89,271
+31.5%
0.00%
Q2 2022$297,000
-8.0%
67,901
+11.3%
0.00%
-100.0%
Q1 2022$323,000
+9.5%
60,999
+2.3%
0.00%
Q4 2021$295,000
-8.1%
59,620
-5.3%
0.00%
-100.0%
Q3 2021$321,000
+39.6%
62,970
+13.0%
0.00%
Q2 2021$230,000
-24.8%
55,745
-13.8%
0.00%
-100.0%
Q1 2021$306,000
+14.2%
64,646
-4.8%
0.00%0.0%
Q4 2020$268,000
+71.8%
67,907
+6.8%
0.00%
Q3 2020$156,000
+85.7%
63,594
+122.7%
0.00%
Q2 2020$84,000
-7.7%
28,552
-21.7%
0.00%
Q1 2020$91,000
+82.0%
36,483
+231.0%
0.00%
Q4 2019$50,000
-18.0%
11,023
-25.6%
0.00%
Q3 2019$61,000
-11.6%
14,811
+6.1%
0.00%
Q2 2019$69,000
+6.2%
13,961
+3.5%
0.00%
Q1 2019$65,000
+10.2%
13,495
+6.3%
0.00%
Q4 2018$59,000
-26.2%
12,691
+1.6%
0.00%
Q3 2018$80,000
+23.1%
12,489
+13.5%
0.00%
Q2 2018$65,000
-13.3%
11,006
+0.0%
0.00%
Q1 2018$75,000
+5.6%
11,005
-2.6%
0.00%
Q4 2017$71,000
-44.1%
11,300
-54.4%
0.00%
-100.0%
Q2 2017$127,000
+49.4%
24,800
+49.6%
0.00%
Q1 2017$85,000
+19.7%
16,577
+28.8%
0.00%
Q4 2016$71,000
+69.0%
12,875
+19.7%
0.00%
Q3 2016$42,000
+55.6%
10,756
+56.9%
0.00%
Q2 2016$27,000
-28.9%
6,857
-0.8%
0.00%
Q1 2016$38,000
-2.6%
6,9140.0%0.00%
Q4 2015$39,000
-4.9%
6,914
-2.7%
0.00%
Q3 2015$41,000
-43.8%
7,103
-23.0%
0.00%
-100.0%
Q1 2015$73,000
+40.4%
9,219
+32.5%
0.00%0.0%
Q4 2014$52,000
-36.6%
6,959
-29.9%
0.00%0.0%
Q3 2014$82,000
-15.5%
9,930
-9.9%
0.00%0.0%
Q2 2014$97,000
-10.2%
11,022
-6.2%
0.00%
-50.0%
Q1 2014$108,000
-17.6%
11,750
-14.9%
0.00%0.0%
Q4 2013$131,000
+40.9%
13,807
+10.3%
0.00%0.0%
Q3 2013$93,000
+1760.0%
12,521
+1551.8%
0.00%
Q2 2013$5,0007580.00%
Other shareholders
AEGON N V shareholders Q3 2023
NameSharesValueWeighting ↓
GRACE & WHITE INC /NY 1,820,913$7,976,0001.66%
PRIVATE MANAGEMENT GROUP INC 5,340,087$23,390,0001.02%
Dorsey Wright & Associates 675,391$2,958,0000.87%
DODGE & COX 127,736,992$559,488,0000.39%
Cordatus Wealth Management LLC 127,293$558,0000.26%
MARATHON CAPITAL MANAGEMENT 126,486$554,0000.18%
BRANDES INVESTMENT PARTNERS, LP 1,558,428$6,826,0000.17%
Heritage Trust Co 193,267$847,0000.14%
OLIO Financial Planning 39,038$171,0000.10%
True North Advisors, LLC 62,500$273,0000.08%
View complete list of AEGON N V shareholders