Adero Partners, LLC - AEGON N V ownership

Quarter-by-quarter ownership
Adero Partners, LLC ownership history of AEGON N V
ValueSharesWeighting
Q3 2023$72,235
-4.8%
15,049
+0.6%
0.01%0.0%
Q2 2023$75,867
+18.0%
14,964
+0.1%
0.01%0.0%
Q1 2023$64,276
-14.6%
14,948
+0.1%
0.01%
-22.2%
Q4 2022$75,277
+17.6%
14,936
+0.1%
0.01%
+12.5%
Q3 2022$64,000
-12.3%
14,922
-16.6%
0.01%
-20.0%
Q2 2022$73,000
-17.0%
17,891
+7.9%
0.01%
-23.1%
Q1 2022$88,000
+15.8%
16,588
+7.6%
0.01%
+8.3%
Q4 2021$76,000
-25.5%
15,419
-22.7%
0.01%
-33.3%
Q3 2021$102,000
+59.4%
19,944
+29.3%
0.02%
+20.0%
Q2 2021$64,000
-12.3%
15,4190.0%0.02%
-54.5%
Q1 2021$73,000
+19.7%
15,4190.0%0.03%
-36.5%
Q4 2020$61,000
-19.7%
15,419
-47.7%
0.05%
-14.8%
Q3 2020$76,000
+145.2%
29,494
+179.6%
0.06%
+90.6%
Q2 2020$31,000
-34.0%
10,548
+0.8%
0.03%
-39.6%
Q4 2019$47,00010,4630.05%
Other shareholders
AEGON N V shareholders Q4 2023
NameSharesValueWeighting ↓
GRACE & WHITE INC /NY 1,435,415$6,503,0001.47%
PRIVATE MANAGEMENT GROUP INC 5,539,397$25,093,0001.24%
Mork Capital Management, LLC 216,800$982,0000.70%
DODGE & COX 114,191,707$517,288,0000.40%
Secure Asset Management, LLC 122,685$556,0000.39%
MARATHON CAPITAL MANAGEMENT 236,580$1,071,0000.36%
BRANDES INVESTMENT PARTNERS, LP 3,369,074$15,262,0000.36%
Capital Advisory Group Advisory Services, LLC 60,279$273,0000.14%
Sunbelt Securities, Inc. 246,540$1,117,0000.12%
Institute for Wealth Management, LLC. 103,320$468,0000.11%
View complete list of AEGON N V shareholders