Security Name: ABBVIE INC
Ticker: ABBV
Security Type: EQU
Exchange: US
CUSIP: 00287Y109

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $221.51B - 3,227 -
2024-09-30 $250.52B +13.1% 3,351 +3.8%
2024-12-31 $220.49B -12.0% 2,567 -23.4%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
CURA WEALTH ADVISORS, LLC $53.2M 299K 23.6%
SCHULHOFF & CO INC $49.2M 27K 18.0%
CRITERIA CAIXA, S.A.U. $96.5M 542K 13.8%
PARK CIRCLE CO $12.9M 72K 11.5%
SWISHER FINANCIAL CONCEPTS, INC. $9.3M 52K 10.9%
BRUCE & CO., INC. $24.4M 137K 7.9%
HEALTHINVEST PARTNERS AB $16.0M 90K 7.6%
IRON TRIANGLE PARTNERS LP $66.5M 374K 7.3%
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC $6.8M 38K 6.1%
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC $9.7M 54K 5.8%
RBO & CO LLC $34.5M 194K 5.6%
SLOCUM, GORDON & CO LLP $6.8M 38K 5.6%
KEYNOTE FINANCIAL SERVICES LLC $7.3M 40K 5.6%
OPUS INVESTMENT MANAGEMENT INC $7.4M 41K 5.5%
GARLAND CAPITAL MANAGEMENT INC $6.6M 37K 5.4%
MV CAPITAL MANAGEMENT, INC. $47.4M 266K 5.1%
WESTCHESTER CAPITAL MANAGEMENT, INC. $18.5M 104K 4.7%
SOFINNOVA INVESTMENTS, INC. $63.9M 359K 4.7%
MIRAMAR CAPITAL, LLC $19.4M 109K 4.6%
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $3.5M 19K 4.5%
EDMP, INC. $4.7M 26K 4.4%
CINCINNATI INSURANCE CO $249.7M 1,405K 4.4%
SPURSTONE ADVISORY SERVICES, LLC $0.2M 1K 4.1%
CROWLEY WEALTH MANAGEMENT, INC. $4.6M 25K 4.1%
WINDLE WEALTH, LLC $7.3M 41K 4.0%

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