Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in AmeriServ Financial, Inc. include
Ewa, Llc,
State of Wyoming,
DCOR - Dimensional US Core Equity 1 ETF,
and
Raymond James Financial Inc
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
102,806 |
1.57 |
313 |
27.35 |
|
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
98 |
2.08 |
0 |
|
|
| 2025-08-13 |
13F |
West Chester Capital Advisors, Inc
|
|
|
|
943,301 |
4.54 |
2,868 |
30.79 |
|
| 2025-06-26 |
NP |
DCOR - Dimensional US Core Equity 1 ETF
|
|
|
|
3,510 |
|
8 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
21,222 |
10.34 |
60 |
18.00 |
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
139,606 |
1.13 |
425 |
26.57 |
|
| 2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
1,166,256 |
0.31 |
3,545 |
25.49 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
108 |
|
0 |
|
|
| 2025-08-11 |
13F |
Cornerstone Planning Group LLC
|
|
|
|
995 |
1.22 |
3 |
0.00 |
|
| 2025-08-29 |
NP |
BSVO - EA Bridgeway Omni Small-Cap Value ETF
|
|
|
|
102,806 |
1.57 |
313 |
27.35 |
|
| 2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
582,776 |
2.21 |
1,772 |
27.87 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
Put
|
|
0 |
|
0 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
Call
|
|
0 |
|
0 |
|
|
| 2025-08-27 |
NP |
VBINX - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
82,552 |
843.34 |
251 |
1,090.48 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
Bridgeway Capital Management Inc
|
|
|
|
206,177 |
0.78 |
627 |
25.96 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
3,615 |
|
11 |
|
|
| 2025-08-19 |
13F |
State of Wyoming
|
|
|
|
3,865 |
|
12 |
|
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
17,847 |
65.59 |
54 |
63.64 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
13 |
8.33 |
0 |
|
|
| 2025-08-14 |
13F |
Modern Wealth Management, LLC
|
|
|
|
13,046 |
1.17 |
40 |
25.81 |
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
85,192 |
9.26 |
239 |
18.32 |
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
780,935 |
8.11 |
2,374 |
35.27 |
|
| 2025-07-18 |
13F |
Ewa, Llc
|
|
|
|
238,822 |
|
726 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
179 |
39.84 |
1 |
|
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
1,200 |
2,508.70 |
4 |
|
|
