Advertisement
Screener

AVITY INVESTMENT MANAGEMENT INC. Last Quarter Change: Foreign Funds, Added

AVITY INVESTMENT MANAGEMENT INC. quarter change: Foreign Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, AVITY INVESTMENT MANAGEMENT INC. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 926834): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
SMITH, MOORE & CO.United States$1.375B558
BALDWIN WEALTH PARTNERS LLC/MAUnited States$1.376B271
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDUnited Kingdom$1.377B94
Leo Wealth, LLCUnited States$1.377B452
AEW CAPITAL MANAGEMENT L PUnited States$1.378B78
Capital Investment Advisory Services, LLCUnited States$1.371B1,206
Hardy Reed LLCUnited States$1.371B243
NAPLES GLOBAL ADVISORS, LLCUnited States$1.371B441
PHILLIPS FINANCIAL MANAGEMENT, LLCUnited States$1.379B283
Impactive Capital LPUnited States$1.379B10