Advertisement
Screener

PATTEN & PATTEN INC/TN Last Quarter Change: Foreign Funds, Sold Out

PATTEN & PATTEN INC/TN quarter change: Foreign Funds, Sold out

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, PATTEN & PATTEN INC/TN opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1044905): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-08-05). 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
Fiduciary Alliance LLCUnited States$1.657B547
BOK Financial Private Wealth, Inc.United States$1.656B448
COMPASS CAPITAL MANAGEMENT, INCUnited States$1.655B87
Fragasso Financial Advisors IncUnited States$1.658B323
Bpifrance SAFrance$1.654B2
Recurrent Investment Advisors LLCUnited States$1.661B67
Anomaly Capital Management, LPUnited States$1.652B21
Global Alpha Capital Management Ltd.Canada$1.662B54
North Star Investment Management Corp.United States$1.650B1,700
CACTI ASSET MANAGEMENT LLCUnited States$1.650B78