Institutional Ownership ANDE (NASDAQ) - The Andersons Inc

Institutional Ownership Insights: Discover ANDE Holdings. Gain a Comprehensive Overview of Funds and Institutions.

Institutions
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Valid Date Name Percent
of ANDE shares
Percent
of Portfolio
Number of Shares
that are hold
Change
(in shares)
Change
(in Percent)
2023-09-30 Venture Visionary Partners LLC 1.352% 1.413% 456192 -55810 -10.90%
2023-09-30 Bank of New York Mellon Corp 1.148% 0.004% 387327 -14420 -3.59%
2023-06-30 JPMorgan Chase & Co 1.277% 0.002% 431155 -60266 -12.26%
2023-06-30 Loomis, Sayles & Company LP 0.931% 0.023% 314135 32190 11.42%
2023-06-30 State Street Corporation 3.587% 0.003% 1210838 4554 0.38%
2023-06-30 Mariner Wealth Advisors, LLC 1.783% 0.074% 601623 -384 -0.06%
2023-06-30 Wasatch Advisors Inc. 1.643% 0.155% 554540 554540 -
2023-06-30 Private Management Group Inc 2.134% 1.413% 720381 -43675 -5.72%
2023-06-30 Morgan Stanley - Brokerage Accounts 1.167% 0.002% 393960 -27787 -6.59%
2023-06-30 Pacer Advisors, INC. 3.191% 0.200% 1077005 1077005 -
2023-06-30 Northern Trust Corp 1.929% 0.006% 651176 6470 1.00%
2023-06-30 Vanguard Group Inc 11.626% 0.004% 3923953 -138504 -3.41%
2023-06-30 Geode Capital Management, LLC 1.959% 0.004% 661298 23642 3.71%
2023-06-30 Nuveen Asset Management, LLC 0.899% 0.005% 303265 19161 6.74%
2023-06-30 Ameriprise Financial Inc 2.201% 0.011% 742737 -44061 -5.60%
2023-06-30 Victory Capital Management Inc. 1.342% 0.023% 452958 -6112 -1.33%
2023-06-30 Amvescap Plc. 3.261% 0.013% 1100491 -88335 -7.43%
2023-06-30 Bank of New York Mellon Corp 1.190% 0.004% 401747 -8256 -2.01%
2023-06-30 BlackRock Inc 15.646% 0.007% 5280820 -147033 -2.71%
2023-06-30 Venture Visionary Partners LLC 1.517% 1.390% 512002 -14893 -2.83%
2023-06-30 Charles Schwab Investment Management Inc 1.907% 0.009% 643556 28952 4.71%
2023-06-30 Dimensional Fund Advisors, Inc. 8.054% 0.040% 2718312 19633 0.73%
2023-03-31 State Street Corporation 3.574% 0.003% 1206284 10239 0.86%
2023-03-31 Vanguard Group Inc 12.036% 0.004% 4062457 216538 5.63%
2023-03-31 Venture Visionary Partners LLC 1.561% 1.379% 526895 66318 14.40%
2023-03-31 Northern Trust Corp 1.910% 0.005% 644706 -15805 -2.39%
2023-03-31 Amvescap Plc. 3.522% 0.014% 1188826 192520 19.32%
2023-03-31 BlackRock Inc 16.082% 0.007% 5427853 -41301 -0.76%
2023-03-31 Charles Schwab Investment Management Inc 1.821% 0.008% 614604 66688 12.17%
2023-03-31 Geode Capital Management, LLC 1.889% 0.003% 637656 25008 4.08%
2023-03-31 Jacobs Levy Equity Management, Inc. 1.178% 0.101% 397514 -7353 -1.82%
2023-03-31 JPMorgan Chase & Co 1.456% 0.003% 491421 73524 17.59%
2023-03-31 Mackenzie Investments 0.843% 0.018% 284416 -199488 -41.22%
2023-03-31 Mariner Wealth Advisors, LLC 1.784% 0.072% 602007 -37739 -5.90%
2023-03-31 Morgan Stanley - Brokerage Accounts 1.250% 0.002% 421747 15550 3.83%
2023-03-31 Ameriprise Financial Inc 2.331% 0.011% 786798 -97447 -11.02%

Funds

Valid Date Name Percent
of ANDE shares
Percent
of Portfolio
Number of Shares
that are hold
Change
(in shares)
Change
(in Percent)
2023-10-31 Dimensional US Targeted Value ETF 0.784% 0.171% 264598 95 0.04%
2023-10-31 SPDR® Portfolio S&P 600 Sm Cap ETF 0.753% 0.169% 254139 118 0.05%
2023-10-31 Pacer US Small Cap Cash Cows 100 ETF 4.859% 2.096% 1639912 2484 0.15%
2023-10-31 Vanguard Institutional Extnd Mkt Idx Tr 1.323% 0.028% 446494 4418 1.00%
2023-10-31 iShares Russell 2000 Value ETF 0.866% 0.149% 292366 -190 -0.06%
2023-10-31 Vanguard Small Cap Index 2.450% 0.037% 826986 401 0.05%
2023-10-31 Vanguard Small Cap Value Index Inv 1.706% 0.065% 575830 -2250 -0.39%
2023-10-31 Invesco S&P SmallCap 600 Revenue ETF 1.089% 1.503% 367424 - -
2023-10-31 iShares Russell 2000 ETF 2.218% 0.078% 748709 7482 1.01%
2023-10-31 iShares Core S&P Small-Cap ETF 6.232% 0.169% 2103349 -1914 -0.09%
2023-10-31 Vanguard Total Stock Mkt Idx Inv 2.983% 0.004% 1006818 2948 0.29%
2023-10-31 Avantis US Small Cap Value ETF 1.166% 0.296% 393402 3991 1.02%
2023-10-31 iShares Global Agriculture ETF Comm 0.762% 5.826% 257089 - -
2023-10-31 Schwab Fundamental US Small Company ETF 0.813% 0.222% 274319 924 0.34%
2023-09-30 Northern Small Cap Value 0.842% 0.960% 284120 - -
2023-09-30 DFA US Small Cap Value I 2.453% 0.313% 827888 - -
2023-09-30 Schwab Fundamental US Small Company ETF 0.799% 0.214% 269815 100 0.04%
2023-09-30 Vanguard Total Stock Mkt Idx Inv 2.974% 0.004% 1003870 4319 0.43%
2023-09-30 DFA US Small Cap I 0.728% 0.093% 245769 -10262 -4.01%
2023-09-30 DFA US Micro Cap I 0.731% 0.197% 246851 - -
2023-09-30 Vanguard Small Cap Index 2.449% 0.036% 826585 35571 4.50%
2023-09-30 Vanguard Small Cap Value Index Inv 1.713% 0.064% 578080 32016 5.86%
2023-09-30 Vanguard Institutional Extnd Mkt Idx Tr 1.310% 0.027% 442076 7815 1.80%
2023-09-30 DFA US Targeted Value I 1.069% 0.157% 360690 - -
2023-09-29 iShares Global Agriculture ETF Comm 0.879% 5.596% 296632 - -
2023-09-29 Avantis US Small Cap Value ETF 0.975% 0.254% 329199 1950 0.60%
2023-09-29 iShares Russell 2000 ETF 2.179% 0.074% 735560 -13589 -1.81%
2023-09-29 iShares Core S&P Small-Cap ETF 6.299% 0.165% 2126125 -516 -0.02%
2023-09-29 Dimensional US Targeted Value ETF 0.782% 0.166% 263861 -106 -0.04%
2023-09-29 iShares Russell 2000 Value ETF 0.858% 0.144% 289516 -380 -0.13%
2023-09-29 Pacer US Small Cap Cash Cows 100 ETF 4.169% 2.041% 1407000 18172 1.31%
2023-09-29 Schwab Fundamental US Small Company ETF 0.799% 0.217% 269715 400 0.15%
2023-09-28 Invesco S&P SmallCap 600 Revenue ETF 1.067% 1.453% 360015 - -
2023-09-28 iShares Global Agriculture ETF Comm 0.879% 5.645% 296632 - -
2023-09-28 Pacer US Small Cap Cash Cows 100 ETF 4.115% 2.056% 1388828 3304 0.24%
2023-09-27 iShares Russell 2000 Value ETF 0.857% 0.146% 289326 -570 -0.20%
2023-09-27 iShares Russell 2000 ETF 2.252% 0.075% 759944 12573 1.68%
2023-09-27 iShares Core S&P Small-Cap ETF 6.262% 0.166% 2113646 4752 0.23%
2023-08-31 Fidelity® Small Cap Index 0.877% 0.069% 295879 8400 2.92%
2023-08-31 DFA US Targeted Value I 1.069% 0.148% 360690 2960 0.83%
2023-08-31 Vanguard Small Cap Index 2.344% 0.032% 791014 2176 0.28%
2023-08-31 DFA US Small Cap Value I 2.453% 0.296% 827888 - -
2023-08-31 Vanguard Tax-Managed Small Cap Adm 0.789% 0.163% 266275 -3451 -1.28%
2023-08-31 Vanguard Small Cap Value Index Inv 1.618% 0.057% 546064 -1786 -0.33%
2023-08-31 Vanguard Institutional Extnd Mkt Idx Tr 1.287% 0.025% 434261 -85 -0.02%
2023-08-31 DFA US Small Cap I 0.759% 0.091% 256031 - -
2023-08-31 Vanguard Total Stock Mkt Idx Inv 2.961% 0.004% 999551 - -
2023-08-30 Avantis US Small Cap Value ETF 0.879% 0.229% 296542 880 0.30%
2023-08-30 SPDR® Portfolio S&P 600 Sm Cap ETF 0.778% 0.164% 262717 - -
2023-08-30 Dimensional US Targeted Value ETF 0.771% 0.158% 260148 298 0.11%
2023-08-30 Schwab Fundamental US Small Company ETF 0.813% 0.212% 274486 206 0.08%
2023-08-30 Pacer US Small Cap Cash Cows 100 ETF 4.088% 2.145% 1379883 1768 0.13%
2023-08-30 Invesco S&P SmallCap 600 Revenue ETF 1.292% 1.655% 436139 1240 0.29%
2023-08-29 iShares Core S&P Small-Cap ETF 6.600% 0.165% 2227787 1488 0.07%
2023-08-29 iShares Russell 2000 Value ETF 0.874% 0.138% 294836 -760 -0.26%
2023-08-29 iShares Russell 2000 ETF 2.203% 0.071% 743426 -3456 -0.46%
2023-07-31 DFA US Small Cap Value I 2.453% 0.270% 827888 - -
2023-07-31 Vanguard Small Cap Index 2.337% 0.029% 788838 4604 0.59%
2023-07-31 Vanguard Tax-Managed Small Cap Adm 0.799% 0.149% 269726 - -
2023-07-31 Vanguard Small Cap Value Index Inv 1.623% 0.052% 547850 4699 0.87%
2023-07-31 DFA US Targeted Value I 1.060% 0.138% 357730 - -
2023-07-31 Vanguard Total Stock Mkt Idx Inv 2.961% 0.004% 999551 - -
2023-07-31 Vanguard Extended Market Index Investor 1.287% 0.022% 434346 829 0.19%
2023-07-31 iShares Russell 2000 ETF 2.157% 0.062% 728039 -2142 -0.29%
2023-07-31 iShares Russell 2000 Value ETF 0.891% 0.122% 300707 - -
2023-07-31 Invesco S&P SmallCap 600 Revenue ETF 1.263% 1.480% 426183 2074 0.49%
2023-07-31 Pacer US Small Cap Cash Cows 100 ETF 3.580% 1.936% 1208224 4345 0.36%
2023-07-31 iShares Core S&P Small-Cap ETF 6.585% 0.148% 2222415 - -
2023-07-31 Fidelity® Small Cap Index 0.852% 0.062% 287479 3187 1.12%
2023-07-31 Dimensional US Targeted Value ETF 0.763% 0.143% 257393 - -
2023-07-31 SPDR® Portfolio S&P 600 Sm Cap ETF 0.763% 0.148% 257571 186 0.07%
2023-07-29 Schwab Fundamental US Small Company ETF 0.802% 0.193% 270640 412 0.15%
2023-06-30 Wasatch Small Cap Value 0.945% 1.167% 318774 318774 -
2023-06-30 BMO Global Smaller Companies Ord 1.031% 1.387% 348037 - -
2023-06-30 Vanguard Extended Market Index Investor 1.284% 0.022% 433517 7300 1.71%
2023-06-30 DFA US Targeted Value I 1.060% 0.137% 357730 - -
2023-06-30 Northern Small Cap Value 0.842% 0.811% 284120 4678 1.67%
2023-06-30 Vanguard Total Stock Mkt Idx Inv 2.961% 0.003% 999551 - -
2023-06-30 Vanguard Small Cap Index 2.324% 0.029% 784234 -51297 -6.14%
2023-06-30 Vanguard Tax-Managed Small Cap Adm 0.799% 0.150% 269726 -6600 -2.39%
2023-06-30 DFA US Small Cap Value I 2.453% 0.274% 827888 - -
2023-06-30 Fidelity® Small Cap Index 0.842% 0.062% 284292 2788 0.99%
2023-06-30 Vanguard Small Cap Value Index Inv 1.609% 0.052% 543151 -41419 -7.09%
2023-05-31 Fidelity® Small Cap Index 0.834% 0.056% 281504 4536 1.64%
2023-03-31 Vanguard Instl Ttl Stck Mkt Idx Tr 2.961% 0.003% 999551 87067 9.54%