Sandoz Group AG (SDZNY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Henry James International Management Inc.

UNCHANGED

Shares64,767 from 64,767

Change0 (0%)

Value$5.5M (-$374.4K)

Filed 2026-10-14

Confluence Investment Management LLC

DECREASED

Shares24,102 from 27,141

Change-3,039 (-11%)

Value$2.0M (-$418.2K)

Filed 2026-10-01

Delphi Management Inc

DECREASED

Shares15,777 from 16,081

Change-304 (-2%)

Value$1.3K (-$1.5M)

Filed 2026-11-05

Albert D Mason Inc

INCREASED

Shares6,542 from 2,341

Change+4,201 (+179%)

Value$553.1K (+$341.3K)

Filed 2026-10-27

Ferguson Wellman Capital Management, Inc

UNCHANGED

Shares3,362 from 3,362

Change0 (0%)

Value$284.3K (-$20.0K)

Filed 2026-10-05

O'Brien Greene & Co. Inc

UNCHANGED

Shares3,333 from 3,333

Change0 (0%)

Value$281.8K (-$19.8K)

Filed 2026-11-05

Mengis Capital Management, Inc.

UNCHANGED

Shares2,898 from 2,898

Change0 (0%)

Value$245.0K (-$17.2K)

Filed 2026-10-13

Gamma Investing LLC

INCREASED

Shares1,544 from 1,218

Change+326 (+27%)

Value$130.5K (+$20.3K)

Filed 2026-10-08

PNC Financial Services Group, Inc.

DECREASED

Shares638 from 676

Change-38 (-6%)

Value$53.9K (-$7.2K)

Filed 2026-11-06

First Command Advisory Services, Inc.

INCREASED

Shares628 from 228

Change+400 (+175%)

Value$53.1K (+$32.5K)

Filed 2026-11-05

Strengthening Families & Communities, LLC

NEW

Shares238

Change+238

Value$20.2K

Filed 2026-10-21

Hantz Financial Services, Inc.

UNCHANGED

Shares138 from 138

Change0 (0%)

Value$12 ($0)

Filed 2026-11-09

Ascentis Independent Advisors

INCREASED

Shares66 from 17

Change+49 (+288%)

Value$5.6K (+$4.0K)

Filed 2026-11-03

United Community Bank

NEW

Shares60

Change+60

Value$5.1K

Filed 2026-10-28

Ascentis Wealth Management, LLC

NEW

Shares48

Change+48

Value$4.1K

Filed 2026-11-03

Essex Investment Management Co LLC

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$4.0K (-$279)

Filed 2026-10-19

Coston, McIsaac & Partners

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$3.1K (+$3.1K)

Filed 2026-11-06

Compass Financial Management LLC

DECREASED

Shares35 from 135

Change-100 (-74%)

Value$3.0K (-$8.1K)

Filed 2026-10-30

Archer Investment Corp

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$2.7K (-$190)

Filed 2026-11-05

Boyd Watterson Asset Management LLC

UNCHANGED

Shares32 from 32

Change0 (0%)

Value$2.7K (-$185)

Filed 2026-11-06

Main Street Group, LTD

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$1.0K (-$71)

Filed 2026-10-28

Thurston, Springer, Miller, Herd & Titak, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$84 (-$6)

Filed 2026-10-14

Paradigm Asset Management Co LLC

CLOSED

Shares0 from 325

Change-325 (-100%)

Value$0 (-$29.4K)

Filed 2026-11-05

Salomon & Ludwin, LLC

CLOSED

Shares0 from 236

Change-236 (-100%)

Value$0 (-$20.9K)

Filed 2026-10-29

Kelleher Financial Advisors

CLOSED

Shares0 from 72

Change-72 (-100%)

Value$0 (-$6.5K)

Filed 2026-10-30

Vermillion Wealth Management, Inc.

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$4.3K)

Filed 2026-10-26

Heritage Wealth Advisors

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$4.3K)

Filed 2026-11-09

Ramirez Asset Management, Inc.

N/A

Shares— from 121,190

Change-121,190 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 10,034

Change-10,034 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 764

Change-764 (-100%)

Value—

Bristol John W & Co Inc

N/A

Shares— from 445

Change-445 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 213

Change-213 (-100%)

Value—

	Status
Henry James International Management Inc.	UNCHANGED	64,767	64,767	0	0%	$5.9M	$5.5M	-$374.4K	2026-10-14
Confluence Investment Management LLC	DECREASED	24,102	27,141	-3,039	-11%	$2.5M	$2.0M	-$418.2K	2026-10-01
Delphi Management Inc	DECREASED	15,777	16,081	-304	-2%	$1.5M	$1.3K	-$1.5M	2026-11-05
Albert D Mason Inc	INCREASED	6,542	2,341	+4,201	+179%	$211.8K	$553.1K	+$341.3K	2026-10-27
Ferguson Wellman Capital Management, Inc	UNCHANGED	3,362	3,362	0	0%	$304.2K	$284.3K	-$20.0K	2026-10-05
O'Brien Greene & Co. Inc	UNCHANGED	3,333	3,333	0	0%	$301.6K	$281.8K	-$19.8K	2026-11-05
Mengis Capital Management, Inc.	UNCHANGED	2,898	2,898	0	0%	$262.2K	$245.0K	-$17.2K	2026-10-13
Gamma Investing LLC	INCREASED	1,544	1,218	+326	+27%	$110.2K	$130.5K	+$20.3K	2026-10-08
PNC Financial Services Group, Inc.	DECREASED	638	676	-38	-6%	$61.2K	$53.9K	-$7.2K	2026-11-06
First Command Advisory Services, Inc.	INCREASED	628	228	+400	+175%	$20.6K	$53.1K	+$32.5K	2026-11-05
Strengthening Families & Communities, LLC	NEW	238	—	+238	—	—	$20.2K	—	2026-10-21
Hantz Financial Services, Inc.	UNCHANGED	138	138	0	0%	$12	$12	$0	2026-11-09
Ascentis Independent Advisors	INCREASED	66	17	+49	+288%	$1.5K	$5.6K	+$4.0K	2026-11-03
United Community Bank	NEW	60	—	+60	—	—	$5.1K	—	2026-10-28
Ascentis Wealth Management, LLC	NEW	48	—	+48	—	—	$4.1K	—	2026-11-03
Essex Investment Management Co LLC	UNCHANGED	47	47	0	0%	$4.3K	$4.0K	-$279	2026-10-19
Coston, McIsaac & Partners	UNCHANGED	37	37	0	0%	$3	$3.1K	+$3.1K	2026-11-06
Compass Financial Management LLC	DECREASED	35	135	-100	-74%	$11.1K	$3.0K	-$8.1K	2026-10-30
Archer Investment Corp	UNCHANGED	32	32	0	0%	$2.9K	$2.7K	-$190	2026-11-05
Boyd Watterson Asset Management LLC	UNCHANGED	32	32	0	0%	$2.9K	$2.7K	-$185	2026-11-06
Main Street Group, LTD	UNCHANGED	12	12	0	0%	$1.1K	$1.0K	-$71	2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.	UNCHANGED	1	1	0	0%	$90	$84	-$6	2026-10-14
Paradigm Asset Management Co LLC	CLOSED	0	325	-325	-100%	$29.4K	$0	-$29.4K	2026-11-05
Salomon & Ludwin, LLC	CLOSED	0	236	-236	-100%	$20.9K	$0	-$20.9K	2026-10-29
Kelleher Financial Advisors	CLOSED	0	72	-72	-100%	$6.5K	$0	-$6.5K	2026-10-30
Vermillion Wealth Management, Inc.	CLOSED	0	47	-47	-100%	$4.3K	$0	-$4.3K	2026-10-26
Heritage Wealth Advisors	CLOSED	0	47	-47	-100%	$4.3K	$0	-$4.3K	2026-11-09
Ramirez Asset Management, Inc.	N/A	—	121,190	-121,190	-100%	$11.0M	—	—	—
Rhumbline Advisers	N/A	—	10,034	-10,034	-100%	$908.1K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	764	-764	-100%	$69.1K	—	—	—
Bristol John W & Co Inc	N/A	—	445	-445	-100%	$40.3K	—	—	—
McMillan Office, Inc.	N/A	—	213	-213	-100%	$19.3K	—	—	—

Showing 32 of 32 institutions