SCHNEIDER ELECTRIC SE shareholder history

Current and past SCHNEIDER ELECTRIC SE shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
PNC FINANCIAL SERVICES GROUP, INC. 3140.00%0.00%0.00%Q4 2014Q3 202335
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2290.03%0.04%0.05%Q2 2013Q1 202131
Boston Common Asset Management, LLC 27270.11%0.24%0.36%Q1 2017Q3 202327
Fisher Asset Management, LLC 26260.17%0.24%0.38%Q2 2017Q3 202326
AMERICAN NATIONAL INSURANCE CO 26260.01%0.02%0.03%Q2 2015Q3 202126
Lenox Wealth Advisors, LLC 1960.00%0.00%0.01%Q3 2014Q1 202225
First Horizon Advisors, Inc. 820.00%0.00%0.00%Q1 2012Q3 202324
GLENMEDE TRUST CO NA 22220.00%0.00%0.01%Q4 2014Q1 202022
RENAISSANCE GROUP LLC 22220.28%0.48%0.71%Q2 2018Q3 202322
Douglass Winthrop Advisors, LLC 20200.01%0.09%0.17%Q4 2018Q3 202320
QUADRANT CAPITAL GROUP LLC 19190.01%0.04%0.07%Q2 2015Q4 201919
Private Capital Group, LLC 19190.02%0.06%0.14%Q4 2017Q2 202219
Vigilant Capital Management, LLC 1010.00%0.00%0.01%Q2 2018Q2 202317
MITCHELL CAPITAL MANAGEMENT CO 17170.07%0.25%0.44%Q3 2019Q3 202317
AMERIPRISE FINANCIAL INC 15150.00%0.00%0.00%Q2 2013Q4 201615
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2019Q4 202314
NORTHROAD CAPITAL MANAGEMENT LLC 14142.32%2.89%3.38%Q2 2013Q3 201614
JAMES INVESTMENT RESEARCH INC 13130.00%0.15%0.32%Q1 2020Q1 202313
IFP Advisors, Inc 1110.00%0.00%0.00%Q1 2016Q1 202213
SVB WEALTH LLC 840.00%0.01%0.01%Q3 2020Q3 202312
Gemmer Asset Management LLC 920.00%0.00%0.00%Q1 2018Q2 202111
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11110.01%0.23%0.37%Q3 2016Q1 201911
Sterling Capital Management LLC 830.00%0.00%0.00%Q1 2015Q4 201711
RNC CAPITAL MANAGEMENT LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
CAPTRUST FINANCIAL ADVISORS 10100.01%0.01%0.01%Q1 2020Q2 202210
FULTON BANK, N.A. 820.01%0.02%0.02%Q3 2018Q4 202110
Archford Capital Strategies, LLC 810.00%0.00%0.00%Q1 2014Q2 20169
SILVERCREST ASSET MANAGEMENT GROUP LLC 810.02%0.02%0.04%Q1 2019Q2 20229
LOGAN CAPITAL MANAGEMENT INC 990.06%0.07%0.09%Q4 2018Q4 20209
Estabrook Capital Management 880.00%0.00%0.00%Q4 2021Q3 20238
Sierra Capital LLC 880.00%0.00%0.00%Q1 2021Q4 20228
ADVISOR PARTNERS LLC 880.02%0.03%0.04%Q4 2017Q3 20198
MEEDER ASSET MANAGEMENT INC 530.00%0.00%0.00%Q3 2020Q3 20228
PARADIGM ASSET MANAGEMENT CO LLC 880.01%0.03%0.04%Q4 2021Q3 20238
ETRADE Capital Management LLC 770.00%0.01%0.03%Q2 2013Q4 20147
Financial Gravity Asset Management, Inc. 520.00%0.09%0.19%Q4 2021Q3 20237
SIT INVESTMENT ASSOCIATES INC 330.00%0.00%0.01%Q1 2015Q4 20176
Hemenway Trust Co LLC 660.04%0.20%0.66%Q2 2022Q3 20236
Freedom Investment Management, Inc. 660.01%0.02%0.06%Q4 2016Q1 20186
Ancora Advisors LLC 660.00%0.00%0.00%Q2 2021Q3 20226
DB Fitzpatrick & Co, Inc 661.24%1.50%1.89%Q2 2022Q3 20236
EQUITABLE TRUST CO 660.18%0.24%0.29%Q2 2022Q3 20236
Tradition Wealth Management, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
SkyView Investment Advisors, LLC 320.00%0.11%0.23%Q2 2022Q3 20235
Calvert Investment Management, Inc. 550.01%0.02%0.02%Q2 2013Q2 20145
ROTHSCHILD INVESTMENT LLC /IL 550.02%0.03%0.03%Q3 2014Q3 20155
SYSTM Wealth Solutions LLC 440.07%0.09%0.11%Q4 2022Q3 20234
Aperio Group, LLC 440.06%0.07%0.08%Q2 2013Q1 20144
Douglas C. Lane & Associates, Inc. 440.10%0.10%0.11%Q2 2013Q1 20144
MAI Capital Management 310.00%0.01%0.01%Q4 2021Q2 20234
RELIANCE TRUST CO OF DELAWARE 440.01%0.01%0.01%Q3 2015Q2 20164
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
SENTINEL TRUST CO LBA 330.05%0.06%0.07%Q2 2013Q4 20133
Strengthening Families & Communities, LLC 330.00%0.05%0.08%Q1 2023Q3 20233
SOMERVILLE KURT F 330.04%0.21%0.50%Q1 2023Q3 20233
Lenox Wealth Management, Inc. 210.00%0.00%0.01%Q2 2018Q2 20203
OLD NATIONAL BANCORP /IN/ 330.01%0.01%0.01%Q3 2022Q1 20233
Castleview Partners, LLC 330.10%0.13%0.16%Q4 2021Q2 20223
THORNBURG INVESTMENT MANAGEMENT INC 330.01%0.01%0.02%Q1 2015Q3 20153
Byrne Asset Management LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Front Row Advisors LLC 220.00%0.00%0.00%Q4 2018Q1 20192
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
BRADLEY FOSTER & SARGENT INC/CT 220.01%0.02%0.02%Q3 2022Q4 20222
Blueprint Investment Partners LLC 110.05%0.08%0.12%Q4 2021Q1 20232
ORG Partners LLC 220.03%0.05%0.06%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
FineMark National Bank & Trust 220.00%0.00%0.00%Q3 2013Q4 20132
Lumbard & Kellner, LLC 221.57%1.57%1.57%Q4 2013Q1 20142
Hanson & Doremus Investment Management 220.01%0.01%0.01%Q1 2019Q2 20192
FIRST HAWAIIAN BANK 110.02%0.02%0.02%Q2 2013Q2 20131
Register Financial Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
DEARBORN PARTNERS LLC 110.01%0.01%0.01%Q3 2022Q3 20221
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q2 2023Q2 20231
FDx Advisors, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
SS&H Financial Advisors, Inc. 110.24%0.24%0.24%Q1 2022Q1 20221
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Advisors Asset Management, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
Page Arthur B 110.77%0.77%0.77%Q3 2023Q3 20231
Arkadios Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2022Q3 20221
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Kidder Stephen W 110.44%0.44%0.44%Q3 2023Q3 20231
Operose Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Ledyard National Bank 110.00%0.00%0.00%Q4 2013Q4 20131
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Essex Savings Bank 110.00%0.00%0.00%Q2 2019Q2 20191
Weaver Consulting Group 110.00%0.00%0.00%Q1 2019Q1 20191
Dempze Nancy E 110.63%0.63%0.63%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q1 2023Q1 20231
PAYDEN & RYGEL 110.00%0.00%0.00%Q4 2015Q4 20151
Broderick Brian C 110.50%0.50%0.50%Q3 2023Q3 20231
ArchPoint Investors 110.10%0.10%0.10%Q3 2015Q3 20151
PUZO MICHAEL J 110.61%0.61%0.61%Q3 2023Q3 20231
Dougherty Wealth Advisers LLC 110.04%0.04%0.04%Q2 2019Q2 20191
One Wealth Advisors, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Delaney Dennis R 110.61%0.61%0.61%Q3 2023Q3 20231
Tidal Investments LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Notis-McConarty Edward 110.34%0.34%0.34%Q3 2023Q3 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2016Q2 20161
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
External links

This page lists all the filers that currently own SCHNEIDER ELECTRIC SE or have owned SCHNEIDER ELECTRIC SE in the past.