Nisa Investment Advisors
KLG

Nisa Investment Advisors’s WK Kellogg Co KLG Stock Holding History

Nisa Investment Advisors’s Portfolio KLG Stock Details KLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,757
Closed -$108K – 3042
2025
Q2 		$108K Sell
6,757
-8,591
-56% -$149K ﹤0.01% 1369
2025
Q1 		$306K Sell
15,348
-85
-0.6% -$1.55K ﹤0.01% 1124
2024
Q4 		$278K Buy
15,433
+6,631
+75% +$121K ﹤0.01% 1206
2024
Q3 		$151K Buy
8,802
+3,471
+65% +$59.5K ﹤0.01% 1344
2024
Q2 		$87.7K Hold
5,331
– – ﹤0.01% 1514
2024
Q1 		$100K Sell
5,331
-1,500
-22% -$21.8K ﹤0.01% 1467
2023
Q4 		$89.8K Buy
+6,831
New +$76.9K ﹤0.01% 1466

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return