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This page summarizes the TDC holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether TDC is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing TDC Share Count |
|---|
| Norden Group LLC |
5,023 |
112,008 |
+106,985 |
+2129.90% |
| Hexagon Capital Partners LLC |
42 |
455 |
+413 |
+983.33% |
| Lecap Asset Management Ltd. |
11,375 |
36,300 |
+24,925 |
+219.12% |
| CWM LLC |
1,110 |
2,604 |
+1,494 |
+134.59% |
| Horrell Capital Management Inc. |
80,000 |
160,000 |
+80,000 |
+100.00% |
| Tealwood Asset Management Inc. |
20,681 |
25,043 |
+4,362 |
+21.09% |
| Chicago Capital LLC |
1,199,825 |
1,443,771 |
+243,946 |
+20.33% |
| Boston Trust Walden Corp |
1,267,342 |
1,461,072 |
+193,730 |
+15.29% |
| Allspring Global Investments Holdings LLC |
499,028 |
552,387 |
+53,359 |
+10.69% |
| Wallace Advisory Group LLC |
6,547 |
7,141 |
+594 |
+9.07% |
| State of Michigan Retirement System |
23,442 |
24,042 |
+600 |
+2.56% |
| Louisiana State Employees Retirement System |
27,500 |
28,100 |
+600 |
+2.18% |
| 13F Filers Reporting New Positions In TDC |
|---|
| Wedge Capital Management L L P NC |
0 |
47,591 |
+47,591 |
+100% |
| GHP Investment Advisors Inc. |
0 |
326 |
+326 |
+100% |
| Cambridge Investment Research Advisors Inc. |
0 |
37,230 |
+37,230 |
+100% |
| Raymond James Financial Services Advisors Inc. |
0 |
7,028 |
+7,028 |
+100% |
| Mather Group LLC. |
0 |
527 |
+527 |
+100% |
| Assenagon Asset Management S.A. |
0 |
25,839 |
+25,839 |
+100% |
| MV Capital Management Inc. |
0 |
1 |
+1 |
+100% |
| Sound Income Strategies LLC |
0 |
808 |
+808 |
+100% |
| Oak Thistle LLC |
0 |
5,373 |
+5,373 |
+100% |
| Total Clarity Wealth Management Inc. |
0 |
7,196 |
+7,196 |
+100% |
| Opal Wealth Advisors LLC |
0 |
304 |
+304 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
152 |
152 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
264 |
264 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| New Mexico Educational Retirement Board |
20,800 |
20,800 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
202 |
202 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
6 |
6 |
UNCH |
0.00% |
| Adirondack Trust Co. |
105 |
105 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
78 |
78 |
UNCH |
0.00% |
| Webster Bank N. A. |
292 |
292 |
UNCH |
0.00% |
| Country Trust Bank |
100 |
100 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
43 |
43 |
UNCH |
0.00% |
| American National Bank |
302 |
302 |
UNCH |
0.00% |
| Contravisory Investment Management Inc. |
30 |
30 |
UNCH |
0.00% |
| State of Alaska Department of Revenue |
10,559 |
10,559 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
487 |
487 |
UNCH |
0.00% |
| Robeco Institutional Asset Management B.V. |
11,258 |
11,258 |
UNCH |
0.00% |
| Allworth Financial LP |
607 |
607 |
UNCH |
0.00% |
| Miracle Mile Advisors LLC |
10,200 |
10,200 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
11 |
11 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
1 |
1 |
UNCH |
0.00% |
| MCF Advisors LLC |
62 |
62 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
27 |
27 |
UNCH |
0.00% |
| Bogart Wealth LLC |
69 |
69 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
6 |
6 |
UNCH |
0.00% |
| Versant Capital Management Inc |
12 |
12 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
107 |
107 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
8,207 |
8,207 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
64 |
64 |
UNCH |
0.00% |
| Rise Advisors LLC |
574 |
574 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
48 |
48 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
12 |
12 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
111 |
111 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
269 |
269 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,045 |
1,045 |
UNCH |
0.00% |
| PFS Partners LLC |
162 |
162 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
6 |
6 |
UNCH |
0.00% |
| 13F Filers Decreasing TDC Share Count |
|---|
| UMB Bank N A MO |
431 |
84 |
-347 |
-80.51% |
| Caldwell Sutter Capital Inc. |
140 |
40 |
-100 |
-71.43% |
| Gradient Investments LLC |
329 |
100 |
-229 |
-69.60% |
| Atlas Capital Advisors LLC |
478 |
153 |
-325 |
-67.99% |
| Park Place Capital Corp |
854 |
292 |
-562 |
-65.81% |
| GAMMA Investing LLC |
1,008 |
433 |
-575 |
-57.04% |
| First Financialcorp IN |
27 |
13 |
-14 |
-51.85% |
| First Horizon Advisors Inc. |
119 |
61 |
-58 |
-48.74% |
| Fifth Third Bancorp |
4,130 |
2,727 |
-1,403 |
-33.97% |
| DekaBank Deutsche Girozentrale |
4,494 |
3,311 |
-1,183 |
-26.32% |
| Global Retirement Partners LLC |
984 |
739 |
-245 |
-24.90% |
| Amalgamated Bank |
81,264 |
63,660 |
-17,604 |
-21.66% |
| AdvisorNet Financial Inc |
112 |
89 |
-23 |
-20.54% |
| Raymond James & Associates |
114,323 |
93,794 |
-20,529 |
-17.96% |
| Zurcher Kantonalbank Zurich Cantonalbank |
27,253 |
24,013 |
-3,240 |
-11.89% |
| Bank of New York Mellon Corp |
1,007,342 |
916,392 |
-90,950 |
-9.03% |
| Private Trust Co. NA |
110 |
101 |
-9 |
-8.18% |
| SJS Investment Consulting Inc. |
18 |
17 |
-1 |
-5.56% |
| Lindbrook Capital LLC |
3,281 |
3,127 |
-154 |
-4.69% |
| New York State Teachers Retirement System |
142,517 |
136,317 |
-6,200 |
-4.35% |
| First Hawaiian Bank |
21,250 |
20,534 |
-716 |
-3.37% |
| Natixis Advisors L.P. |
13,197 |
12,753 |
-444 |
-3.36% |
| Securian Asset Management Inc |
8,253 |
8,011 |
-242 |
-2.93% |
| Portside Wealth Group LLC |
17,008 |
16,581 |
-427 |
-2.51% |
| Yousif Capital Management LLC |
45,509 |
44,464 |
-1,045 |
-2.30% |
| Massmutual Trust Co. FSB ADV |
251 |
247 |
-4 |
-1.59% |
| TrimTabs Asset Management LLC |
21,864 |
21,783 |
-81 |
-0.37% |
| 13F Filers Exiting TDC |
|---|
| Everpar Advisors LLC |
12,950 |
0 |
-12,950 |
-100.00% |
| SYSTM Wealth Solutions LLC |
586 |
0 |
-586 |
-100.00% |
| FirstPurpose Wealth LLC |
4,749 |
0 |
-4,749 |
-100.00% |
| International Assets Investment Management LLC |
1,914 |
0 |
-1,914 |
-100.00% |
| Venturi Wealth Management LLC |
105 |
0 |
-105 |
-100.00% |
| JJJ Advisors Inc. |
6 |
0 |
-6 |
-100.00% |
| JNBA Financial Advisors |
40 |
0 |
-40 |
-100.00% |
| Financial Management Professionals Inc. |
1,413 |
0 |
-1,413 |
-100.00% |
| Sumitomo Mitsui Trust Holdings Inc. |
4,898 |
0 |
-4,898 |
-100.00% |
| Exchange Traded Concepts LLC |
268 |
0 |
-268 |
-100.00% |
| Los Angeles Capital Management & Equity Research Inc. |
426,005 |
0 |
-426,005 |
-100.00% |
| M&R Capital Management Inc. |
45 |
0 |
-45 |
-100.00% |
| ZWJ Investment Counsel Inc. |
5,000 |
0 |
-5,000 |
-100.00% |
| NBC Securities Inc. |
605 |
0 |
-605 |
-100.00% |
See Summary: Institutional Holders of TDC
See Details: Top 10 Hedge Funds Holding TDC
Also See: TDC Insider Buying
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