Institutions / Bard Associates, Inc. / Activity
Activity — Bard Associates, Inc.
245 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 64113L111 Common stock | $-8 | -332 -0.17% | 199,352 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | 03211Q119 Common stock | $-75 | -930 -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46140H106 Common stock | $-192 | -7 -35.00% | 13 <0.01% of portfolio | low |
| Q1 2026 as of | Add | ACCS ACCESS Newswire Inc. Common Stock | $346 | +39 +0.03% | 128,768 0.29% of portfolio | low |
| Q1 2026 as of | Exit | 46429B655 Common stock | $-502 | -10 -100.00% | 0 | low |
| Q1 2026 as of | New | Viatris Inc Common stock | $581 | +43 | 43 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 464288646 Common stock | $-683 | -13 -1.10% | 1,174 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 47109U104 Common stock | $-763 | -70 -0.18% | 39,222 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Intellinetics Inc Common stock | $-1.1K | -144 -0.04% | 332,303 0.62% of portfolio | low |
| Q1 2026 as of | Trim | PDEX Pro Dex Inc Common Stock | $-1.1K | -23 -0.22% | 10,566 0.13% of portfolio | low |
| Q1 2026 as of | New | Norfolk Southern Corp Common stock | $1.1K | +4 | 4 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | JOINT Corp Common stock | $-1.2K | -132 -66.67% | 66 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | RMT Royce Micro-Cap Trust, Inc. Closed-End Fund | $-1.2K | -108 -0.12% | 89,355 0.25% of portfolio | low |
| Q1 2026 as of | Trim | NEPH Nephros Inc Common Stock | $-1.2K | -417 -0.34% | 121,202 0.09% of portfolio | low |
| Q1 2026 as of | Exit | Usio, Inc. Common stock | $-1.3K | -947 -100.00% | 0 | low |
| Q1 2026 as of | Add | Fidelity National Information Services Inc Common stock | $1.4K | +30 +57.69% | 82 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Pennant Group, Inc. Common stock | $-1.5K | -48 -0.19% | 25,048 0.19% of portfolio | low |
| Q1 2026 as of | New | Republic Services, Inc. Common stock | $1.5K | +7 | 7 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | HA Sustainable Infrastructure Capital, Inc. Common stock | $-1.6K | -50 -100.00% | 0 | low |
| Q1 2026 as of | Trim | N5505D105 Common stock | $-1.6K | -108 -13.95% | 666 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | EVI Evi Industries, Inc. Common Stock | $-1.6K | -80 -0.54% | 14,640 0.08% of portfolio | low |
| Q1 2026 as of | Exit | Centerspace Common stock | $-1.6K | -15 -100.00% | 0 | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $1.7K | +3 +0.66% | 456 0.07% of portfolio | low |
| Q1 2026 as of | New | CARRIER GLOBAL Corp Common stock | $1.8K | +32 | 32 <0.01% of portfolio | low |
| Q1 2026 as of | New | ELI LILLY & Co Common stock | $1.8K | +2 | 2 <0.01% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $1.9K | +8 +4.00% | 208 0.01% of portfolio | low |
| Q1 2026 as of | New | Arthur J. Gallagher & Co. Common stock | $1.9K | +9 | 9 <0.01% of portfolio | low |
| Q1 2026 as of | New | NXP Semiconductors N.V. Common stock | $2.0K | +10 | 10 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | GLADSTONE LAND Corp Common stock | $-2.0K | -200 -66.67% | 100 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Tecogen Inc. Common stock | $-2.0K | -798 -0.12% | 688,309 0.44% of portfolio | low |
| Q1 2026 as of | Trim | 562803106 Common stock | $-2.1K | -464 -66.67% | 232 <0.01% of portfolio | low |
| Q1 2026 as of | New | Danaher Corp /De Common stock | $2.1K | +11 | 11 <0.01% of portfolio | low |
| Q1 2026 as of | New | Bristol Myers Squibb Co Common stock | $2.2K | +37 | 37 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $2.3K | +20 +4.00% | 520 0.02% of portfolio | low |
| Q1 2026 as of | New | Walt Disney Co Common stock | $2.3K | +24 | 24 <0.01% of portfolio | low |
| Q1 2026 as of | Add | CXDO Crexendo, Inc. Common Stock | $2.4K | +383 +0.06% | 602,923 0.93% of portfolio | low |
| Q1 2026 as of | New | Abbott Laboratories Common stock | $2.5K | +24 | 24 <0.01% of portfolio | low |
| Q1 2026 as of | New | Medtronic plc Common stock | $2.5K | +29 | 29 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $2.5K | +88 | 88 <0.01% of portfolio | low |
| Q1 2026 as of | New | CME Group Inc Common stock | $2.7K | +9 | 9 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 92189F106 Common stock | $-2.7K | -29 -0.14% | 20,376 0.47% of portfolio | low |
| Q1 2026 as of | New | Unitedhealth Group Inc Common stock | $2.7K | +10 | 10 <0.01% of portfolio | low |
| Q1 2026 as of | New | Cms Energy Corp Common stock | $2.7K | +35 | 35 <0.01% of portfolio | low |
| Q1 2026 as of | New | Capital One Financial Corp Common stock | $2.7K | +15 | 15 <0.01% of portfolio | low |
| Q1 2026 as of | New | Mondelez International, Inc. Common stock | $2.8K | +48 | 48 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 38071H106 Common stock | $-2.9K | -800 -17.39% | 3,800 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46138G409 Common stock | $-2.9K | -48 -0.20% | 23,627 0.36% of portfolio | low |
| Q1 2026 as of | New | 3M Co Common stock | $2.9K | +20 | 20 <0.01% of portfolio | low |
| Q1 2026 as of | New | Cigna Group Common stock | $2.9K | +11 | 11 <0.01% of portfolio | low |
| Q1 2026 as of | New | Seagate Technology Holdings PLC Common stock | $3.1K | +8 | 8 <0.01% of portfolio | low |