SANDOZ GROUP AG-ADR (SDZNY) Institutional Ownership Changes & 13F Activity
SANDOZ GROUP AG-ADR (SDZNY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Matthew Goff Investment Advisor, Llc, Ramirez Asset Management, Inc., Yousif Capital Management, Llc, Rhumbline Advisers, and Lester Murray Antman Dba Simplyrich.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Heritage Wealth Advisors | Buy | +47 | — | 47 | $4.25K | Q2 2026 | Aug 14, 2026 |
| Ramirez Asset Management, Inc. | Buy | +12,152 | +11.1% | 121,190 | $10.99M | Q2 2026 | Aug 13, 2026 |
| Mark Sheptoff Financial Planning, Llc | Buy | +764 | — | 764 | $69.13K | Q2 2026 | Aug 13, 2026 |
| Rhumbline Advisers | Sell | -3,892 | -27.9% | 10,034 | $908.06K | Q2 2026 | Aug 12, 2026 |
| First Command Advisory Services, Inc. | Buy | +166 | +267.7% | 228 | $20.63K | Q2 2026 | Aug 10, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -160 | -19.1% | 676 | $61.17K | Q2 2026 | Aug 07, 2026 |
| Kelleher Financial Advisors | Buy | +36 | +100.0% | 72 | $6.51K | Q2 2026 | Aug 06, 2026 |
| Ascentis Independent Advisors | Sell | -49 | -74.2% | 17 | $1.54K | Q2 2026 | Aug 04, 2026 |
| Delphi Management Inc | Sell | -57 | -0.4% | 16,081 | $1.46M | Q2 2026 | Jul 31, 2026 |
| Mengis Capital Management, Inc. | Sell | -20 | -0.7% | 2,898 | $262.24K | Q2 2026 | Jul 28, 2026 |
| Albert D Mason Inc | Buy | +2,341 | — | 2,341 | $211.84K | Q2 2026 | Jul 22, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +47 | — | 47 | $4.25K | Q2 2026 | Jul 16, 2026 |
| Henry James International Management Inc. | Buy | +2,065 | +3.3% | 64,767 | $5.87M | Q2 2026 | Jul 09, 2026 |
| Gamma Investing Llc | Buy | +507 | +71.3% | 1,218 | $110.22K | Q2 2026 | Jul 07, 2026 |
| Confluence Investment Management Llc | Sell | -1,338 | -4.7% | 27,141 | $2.46M | Q2 2026 | Jul 01, 2026 |
| Mcilrath & Eck, Llc | Sell | -31 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Ima Advisory Services, Inc. | Sell | -64 | -100.0% | 0 | $0.00 | Q2 2026 | May 06, 2026 |
| Lester Murray Antman Dba Simplyrich | Sell | -3,208 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
| Nbt Bank N A | Sell | -11 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
| Yousif Capital Management, Llc | Sell | -5,738 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 24, 2026 |
| Matthew Goff Investment Advisor, Llc | Sell | -13,712 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 17, 2026 |
| Hanson & Doremus Investment Management | Sell | -780 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 17, 2026 |
| Nbc Securities, Inc. | Sell | -65 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 14, 2026 |
Frequently asked questions about SDZNY activity
Which institutional owners are buying SDZNY?
Institutional owners buying SDZNY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SDZNY activity?
"Buy" means an investor increased their reported position in SDZNY compared to the prior reporting period. This reflects growing exposure to SANDOZ GROUP AG-ADR (SDZNY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SDZNY increasing?
Institutional interest in SDZNY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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