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|
|
This page summarizes the EL 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 EL 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 EL Share Count |
|---|
| Hartford Financial Management Inc. |
15 |
1,416 |
+1,401 |
+9340.00% |
| AlphaMark Advisors LLC |
140 |
1,960 |
+1,820 |
+1300.00% |
| Hazlett Burt & Watson Inc. |
11 |
136 |
+125 |
+1136.36% |
| Allspring Global Investments Holdings LLC |
12,277 |
146,648 |
+134,371 |
+1094.49% |
| China Universal Asset Management Co. Ltd. |
99 |
936 |
+837 |
+845.45% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
36 |
151 |
+115 |
+319.44% |
| Exchange Traded Concepts LLC |
282 |
637 |
+355 |
+125.89% |
| Venturi Wealth Management LLC |
18 |
39 |
+21 |
+116.67% |
| CVA Family Office LLC |
417 |
902 |
+485 |
+116.31% |
| Hexagon Capital Partners LLC |
96 |
195 |
+99 |
+103.12% |
| Financial Management Professionals Inc. |
6 |
11 |
+5 |
+83.33% |
| Robeco Institutional Asset Management B.V. |
399,807 |
731,491 |
+331,684 |
+82.96% |
| SeaBridge Investment Advisors LLC |
9,389 |
16,883 |
+7,494 |
+79.82% |
| Vaughan Nelson Investment Management L.P. |
650,154 |
1,166,003 |
+515,849 |
+79.34% |
| Cooper Financial Group |
2,500 |
4,129 |
+1,629 |
+65.16% |
| Perigon Wealth Management LLC |
1,382 |
2,133 |
+751 |
+54.34% |
| Cambridge Investment Research Advisors Inc. |
6,250 |
9,321 |
+3,071 |
+49.14% |
| HB Wealth Management LLC |
3,114 |
4,572 |
+1,458 |
+46.82% |
| Natixis Advisors L.P. |
374,440 |
543,999 |
+169,559 |
+45.28% |
| Slow Capital Inc. |
12,574 |
18,035 |
+5,461 |
+43.43% |
| Navalign LLC |
2,375 |
3,398 |
+1,023 |
+43.07% |
| Brookstone Capital Management |
3,813 |
5,429 |
+1,616 |
+42.38% |
| Financial Advisory Corp UT ADV |
2,796 |
3,900 |
+1,104 |
+39.48% |
| Wealth Enhancement Advisory Services LLC |
22,307 |
30,908 |
+8,601 |
+38.56% |
| Tradewinds Capital Management LLC |
220 |
295 |
+75 |
+34.09% |
| DB Fitzpatrick & Co Inc |
5,673 |
7,574 |
+1,901 |
+33.51% |
| GAMMA Investing LLC |
1,231 |
1,639 |
+408 |
+33.14% |
| Douglas Lane & Associates LLC |
148,154 |
195,688 |
+47,534 |
+32.08% |
| Joel Isaacson & Co. LLC |
37,231 |
49,091 |
+11,860 |
+31.86% |
| Park Avenue Securities LLC |
2,090 |
2,743 |
+653 |
+31.24% |
| Benjamin F. Edwards & Company Inc. |
1,850 |
2,424 |
+574 |
+31.03% |
| Veriti Management LLC |
4,617 |
6,031 |
+1,414 |
+30.63% |
| Vantage Investment Partners LLC |
186,666 |
242,933 |
+56,267 |
+30.14% |
| Massmutual Trust Co. FSB ADV |
320 |
402 |
+82 |
+25.62% |
| Trifecta Capital Advisors LLC |
40 |
50 |
+10 |
+25.00% |
| Clarius Group LLC |
2,447 |
3,046 |
+599 |
+24.48% |
| Impax Asset Management Group plc |
46,633 |
57,813 |
+11,180 |
+23.97% |
| Moody Lynn & Lieberson LLC |
21,200 |
26,272 |
+5,072 |
+23.92% |
| Spire Wealth Management |
446 |
550 |
+104 |
+23.32% |
| DORCHESTER WEALTH MANAGEMENT Co |
7,742 |
9,522 |
+1,780 |
+22.99% |
| Greenleaf Trust |
3,164 |
3,874 |
+710 |
+22.44% |
| CWM LLC |
3,545 |
4,326 |
+781 |
+22.03% |
| Bridges Investment Management Inc. |
6,422 |
7,824 |
+1,402 |
+21.83% |
| GenWealth Group Inc. |
1,739 |
2,104 |
+365 |
+20.99% |
| Dover Advisors LLC |
4,943 |
5,978 |
+1,035 |
+20.94% |
| Simon Quick Advisors LLC |
1,838 |
2,181 |
+343 |
+18.66% |
| California Public Employees Retirement System |
349,842 |
413,658 |
+63,816 |
+18.24% |
| Van ECK Associates Corp |
2,237,975 |
2,644,728 |
+406,753 |
+18.18% |
| Summit Trail Advisors LLC |
1,762 |
2,079 |
+317 |
+17.99% |
| Ballentine Partners LLC |
1,407 |
1,635 |
+228 |
+16.20% |
| Central Valley Advisors LLC |
6,547 |
7,568 |
+1,021 |
+15.59% |
| Meridian Wealth Management LLC |
2,799 |
3,223 |
+424 |
+15.15% |
| B & T Capital Management DBA Alpha Capital Management |
11,673 |
13,336 |
+1,663 |
+14.25% |
| S.E.E.D. Planning Group LLC |
56,965 |
64,993 |
+8,028 |
+14.09% |
| Triangle Securities Wealth Management |
9,141 |
10,398 |
+1,257 |
+13.75% |
| SYSTM Wealth Solutions LLC |
264 |
300 |
+36 |
+13.64% |
| Oak Harbor Wealth Partners LLC |
2,731 |
3,097 |
+366 |
+13.40% |
| GDS Wealth Management |
53,418 |
60,139 |
+6,721 |
+12.58% |
| Unique Wealth Strategies LLC |
5,601 |
6,303 |
+702 |
+12.53% |
| Capital Advisors Ltd. LLC |
759 |
849 |
+90 |
+11.86% |
| Arcadia Investment Management Corp MI |
39,486 |
43,781 |
+4,295 |
+10.88% |
| Cullen Investment Group LTD. |
7,492 |
8,287 |
+795 |
+10.61% |
| Sumitomo Mitsui Trust Holdings Inc. |
548,630 |
603,823 |
+55,193 |
+10.06% |
| Valley National Advisers Inc. |
455 |
499 |
+44 |
+9.67% |
| Raymond James Financial Services Advisors Inc. |
369,158 |
404,649 |
+35,491 |
+9.61% |
| Raymond James & Associates |
646,566 |
707,365 |
+60,799 |
+9.40% |
| Checchi Capital Advisers LLC |
2,433 |
2,636 |
+203 |
+8.34% |
| Wetzel Investment Advisors Inc. |
817 |
885 |
+68 |
+8.32% |
| Artemis Investment Management LLP |
96,557 |
104,431 |
+7,874 |
+8.15% |
| Values Added Financial LLC |
2,784 |
3,006 |
+222 |
+7.97% |
| OFI Invest Asset Management |
3,035 |
3,266 |
+231 |
+7.61% |
| CAPROCK Group Inc. |
3,431 |
3,690 |
+259 |
+7.55% |
| Horizon Bancorp Inc. IN |
643 |
690 |
+47 |
+7.31% |
| Donaldson Capital Management LLC |
17,695 |
18,971 |
+1,276 |
+7.21% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
51,732 |
55,432 |
+3,700 |
+7.15% |
| Legacy Wealth Asset Management LLC |
8,653 |
9,180 |
+527 |
+6.09% |
| DekaBank Deutsche Girozentrale |
167,030 |
177,100 |
+10,070 |
+6.03% |
| Commonwealth Equity Services LLC |
22,327 |
23,461 |
+1,134 |
+5.08% |
| Founders Financial Securities LLC |
3,092 |
3,241 |
+149 |
+4.82% |
| JFS Wealth Advisors LLC |
47 |
49 |
+2 |
+4.26% |
| Center for Financial Planning Inc. |
1,178 |
1,221 |
+43 |
+3.65% |
| TFC Financial Management |
362 |
374 |
+12 |
+3.31% |
| Piscataqua Savings Bank |
200 |
206 |
+6 |
+3.00% |
| Maryland State Retirement & Pension System |
17,559 |
18,047 |
+488 |
+2.78% |
| IFM Investors Pty Ltd |
46,025 |
47,107 |
+1,082 |
+2.35% |
| First Horizon Advisors Inc. |
1,565 |
1,601 |
+36 |
+2.30% |
| Argonautica Private Wealth Management Inc. |
2,585 |
2,639 |
+54 |
+2.09% |
| Park Place Capital Corp |
1,280 |
1,304 |
+24 |
+1.88% |
| Prestige Wealth Management Group LLC |
170 |
173 |
+3 |
+1.76% |
| Azzad Asset Management Inc. ADV |
18,129 |
18,412 |
+283 |
+1.56% |
| City Holding Co. |
7,680 |
7,785 |
+105 |
+1.37% |
| Stratos Wealth Partners LTD. |
10,553 |
10,691 |
+138 |
+1.31% |
| Raymond James Trust N.A. |
16,048 |
16,246 |
+198 |
+1.23% |
| Enterprise Bank & Trust Co |
4,858 |
4,903 |
+45 |
+0.93% |
| Waypoint Capital Advisors LLC |
1,385 |
1,396 |
+11 |
+0.79% |
| Dynamic Advisor Solutions LLC |
2,055 |
2,071 |
+16 |
+0.78% |
| Czech National Bank |
40,686 |
40,991 |
+305 |
+0.75% |
| Gulf International Bank UK Ltd |
19,025 |
19,141 |
+116 |
+0.61% |
| Gleason Group Inc. |
1,473 |
1,480 |
+7 |
+0.48% |
| Retirement Systems of Alabama |
51,197 |
51,410 |
+213 |
+0.42% |
| Webster Bank N. A. |
5,325 |
5,345 |
+20 |
+0.38% |
| Principal Financial Group Inc. |
255,371 |
256,333 |
+962 |
+0.38% |
| Pinnacle Financial Partners Inc. |
43,453 |
43,593 |
+140 |
+0.32% |
| State of Michigan Retirement System |
63,638 |
63,838 |
+200 |
+0.31% |
| Mill Capital Management LLC |
75,938 |
76,018 |
+80 |
+0.11% |
| 13F Filers Reporting New Positions In EL |
|---|
| Silicon Valley Capital Partners |
0 |
0 |
UNCH |
100% |
| American Capital Advisory LLC |
0 |
0 |
UNCH |
100% |
| Wiley BROS. Aintree Capital LLC |
0 |
1,351 |
+1,351 |
+100% |
| Stephenson National Bank & Trust |
0 |
70 |
+70 |
+100% |
| Trust Co. of Toledo NA OH |
0 |
2,184 |
+2,184 |
+100% |
| Canandaigua National Bank & Trust Co. |
0 |
6,964 |
+6,964 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
1,303 |
+1,303 |
+100% |
| Arlington Partners LLC |
0 |
9,136 |
+9,136 |
+100% |
| YHB Investment Advisors Inc. |
0 |
35 |
+35 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
77,448 |
+77,448 |
+100% |
| Mather Group LLC. |
0 |
1,204 |
+1,204 |
+100% |
| Riverview Trust Co |
0 |
168 |
+168 |
+100% |
| Perennial Advisors LLC |
0 |
14,224 |
+14,224 |
+100% |
| SpiderRock Advisors LLC |
0 |
7,803 |
+7,803 |
+100% |
| Valeo Financial Advisors LLC |
0 |
1,727 |
+1,727 |
+100% |
| Kovack Advisors Inc. |
0 |
1,983 |
+1,983 |
+100% |
| Sound Income Strategies LLC |
0 |
5 |
+5 |
+100% |
| CX Institutional |
0 |
1,577 |
+1,577 |
+100% |
| Strategic Investment Advisors MI |
0 |
1,750 |
+1,750 |
+100% |
| Allred Capital Management LLC |
0 |
1,621 |
+1,621 |
+100% |
| Meadow Creek Wealth Advisors LLC |
0 |
1,624 |
+1,624 |
+100% |
| Caas Capital Management LP |
0 |
3,000 |
+3,000 |
+100% |
| Rise Advisors LLC |
0 |
158 |
+158 |
+100% |
| Confluence Wealth Services Inc. |
0 |
1,694 |
+1,694 |
+100% |
| Red Tortoise LLC |
0 |
36 |
+36 |
+100% |
| Simplicity Wealth LLC |
0 |
20,409 |
+20,409 |
+100% |
| Milestone Asset Management LLC |
0 |
12,353 |
+12,353 |
+100% |
| Kingswood Wealth Advisors LLC |
0 |
2,196 |
+2,196 |
+100% |
| Lecap Asset Management Ltd. |
0 |
24,400 |
+24,400 |
+100% |
| Dixon Mitchell Investment Counsel Inc. |
0 |
50 |
+50 |
+100% |
| Iams Wealth Management LLC |
0 |
1,458 |
+1,458 |
+100% |
| Premier Path Wealth Partners LLC |
0 |
8,662 |
+8,662 |
+100% |
| Accordant Advisory Group Inc |
0 |
732 |
+732 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
21 |
21 |
UNCH |
0.00% |
| Conning Inc. |
1,708 |
1,708 |
UNCH |
0.00% |
| Papp L Roy & Associates |
1,517 |
1,517 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
20 |
20 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
1,300 |
1,300 |
UNCH |
0.00% |
| Adirondack Trust Co. |
54 |
54 |
UNCH |
0.00% |
| Beach Investment Counsel Inc. PA |
3,515 |
3,515 |
UNCH |
0.00% |
| Argent Capital Management LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
168 |
168 |
UNCH |
0.00% |
| Bedrijfstakpensioenfonds Voor DE Media PNO |
55,200 |
55,200 |
UNCH |
0.00% |
| MeadowBrook Investment Advisors LLC |
345 |
345 |
UNCH |
0.00% |
| First Financial Bank Trust Division |
1,512 |
1,512 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
350 |
350 |
UNCH |
0.00% |
| Guardian Investment Management |
4,800 |
4,800 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
130 |
130 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
381 |
381 |
UNCH |
0.00% |
| Asset Dedication LLC |
6 |
6 |
UNCH |
0.00% |
| Alecta Pensionsforsakring Omsesidigt |
2,593,300 |
2,593,300 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
23 |
23 |
UNCH |
0.00% |
| Alta Advisers Ltd |
700 |
700 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
510 |
510 |
UNCH |
0.00% |
| JNBA Financial Advisors |
80 |
80 |
UNCH |
0.00% |
| Strategic Advisors LLC |
9,756 |
9,756 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
236 |
236 |
UNCH |
0.00% |
| Abacus Planning Group Inc. |
2,634 |
2,634 |
UNCH |
0.00% |
| Strid Group LLC |
1,953 |
1,953 |
UNCH |
0.00% |
| Lincoln Capital LLC |
1,560 |
1,560 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
1 |
1 |
UNCH |
0.00% |
| Home Federal Bank of Tennessee |
8,678 |
8,678 |
UNCH |
0.00% |
| Bfsg LLC |
37 |
37 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
1,480 |
1,480 |
UNCH |
0.00% |
| Versant Capital Management Inc |
21 |
21 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
10 |
10 |
UNCH |
0.00% |
| Wesleyan Assurance Society |
31,100 |
31,100 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
64 |
64 |
UNCH |
0.00% |
| General Partner Inc. |
175 |
175 |
UNCH |
0.00% |
| S.A. Mason LLC |
1,391 |
1,391 |
UNCH |
0.00% |
| First Pacific Financial |
57 |
57 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
36 |
36 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
2,745 |
2,745 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
9 |
9 |
UNCH |
0.00% |
| PayPay Securities Corp |
13 |
13 |
UNCH |
0.00% |
| Paragon Financial Partners Inc. |
1,426 |
1,426 |
UNCH |
0.00% |
| Walker Asset Management LLC |
2,650 |
2,650 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
20 |
20 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
3,397 |
3,397 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
217 |
217 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
71 |
71 |
UNCH |
0.00% |
| Financiere des Professionnels Fonds d investissement inc. |
47,959 |
47,959 |
UNCH |
0.00% |
| Peoples Bank KS |
670 |
670 |
UNCH |
0.00% |
| PFS Partners LLC |
20 |
20 |
UNCH |
0.00% |
| Financial Perspectives Inc |
24 |
24 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
100 |
100 |
UNCH |
0.00% |
| ORBA Wealth Advisors L.L.C. |
2,800 |
2,800 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
150 |
150 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
100 |
100 |
UNCH |
0.00% |
| Planning Capital Management Corp |
14 |
14 |
UNCH |
0.00% |
| 13F Filers Decreasing EL Share Count |
|---|
| Ninety One UK Ltd |
2,729,311 |
3,852 |
-2,725,459 |
-99.86% |
| Bogart Wealth LLC |
25,425 |
90 |
-25,335 |
-99.65% |
| MV Capital Management Inc. |
3,131 |
97 |
-3,034 |
-96.90% |
| Valued Wealth Advisors LLC |
12 |
1 |
-11 |
-91.67% |
| Allworth Financial LP |
2,683 |
507 |
-2,176 |
-81.10% |
| U S Global Investors Inc. |
5,000 |
1,000 |
-4,000 |
-80.00% |
| United Asset Strategies Inc. |
27,099 |
6,225 |
-20,874 |
-77.03% |
| Cutler Group LP |
12,064 |
2,918 |
-9,146 |
-75.81% |
| Union Savings Bank |
1,913 |
540 |
-1,373 |
-71.77% |
| NBC Securities Inc. |
152 |
45 |
-107 |
-70.39% |
| Assenagon Asset Management S.A. |
141,066 |
43,874 |
-97,192 |
-68.90% |
| Tritonpoint Wealth LLC |
2,788 |
880 |
-1,908 |
-68.44% |
| Harbor Investment Advisory LLC |
160 |
60 |
-100 |
-62.50% |
| Park National Corp OH |
6,915 |
2,746 |
-4,169 |
-60.29% |
| Nichols & Pratt Advisers LLP MA |
4,377 |
2,012 |
-2,365 |
-54.03% |
| New England Research & Management Inc. |
10,650 |
5,165 |
-5,485 |
-51.50% |
| Wolff Wiese Magana LLC |
10 |
5 |
-5 |
-50.00% |
| AdvisorNet Financial Inc |
112 |
59 |
-53 |
-47.32% |
| Bath Savings Trust Co |
25,827 |
14,008 |
-11,819 |
-45.76% |
| Sunbelt Securities Inc. |
153 |
85 |
-68 |
-44.44% |
| MCF Advisors LLC |
585 |
336 |
-249 |
-42.56% |
| Regions Financial Corp |
6,581 |
3,895 |
-2,686 |
-40.81% |
| EFG Asset Management Americas Corp. |
9,073 |
5,381 |
-3,692 |
-40.69% |
| Covea Finance |
73,681 |
44,381 |
-29,300 |
-39.77% |
| Central Bank & Trust Co. |
737 |
471 |
-266 |
-36.09% |
| WASHINGTON TRUST Co |
64,393 |
42,083 |
-22,310 |
-34.65% |
| Boston Trust Walden Corp |
13,387 |
8,898 |
-4,489 |
-33.53% |
| Simplex Trading LLC |
31,290 |
20,953 |
-10,337 |
-33.04% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
23,501 |
16,102 |
-7,399 |
-31.48% |
| Bruce G. Allen Investments LLC |
35 |
24 |
-11 |
-31.43% |
| Newbridge Financial Services Group Inc. |
71 |
49 |
-22 |
-30.99% |
| Stonegate Investment Group LLC |
3,170 |
2,190 |
-980 |
-30.91% |
| Ninety One SA PTY Ltd |
18,430 |
12,802 |
-5,628 |
-30.54% |
| Private Trust Co. NA |
687 |
481 |
-206 |
-29.99% |
| LA Financiere DE L Echiquier |
4,445 |
3,159 |
-1,286 |
-28.93% |
| Gateway Investment Advisers LLC |
138,729 |
101,381 |
-37,348 |
-26.92% |
| Wealthfront Advisers LLC |
12,056 |
8,878 |
-3,178 |
-26.36% |
| Salem Investment Counselors Inc. |
257 |
197 |
-60 |
-23.35% |
| Gradient Investments LLC |
48 |
37 |
-11 |
-22.92% |
| Apexium Financial LP |
2,632 |
2,083 |
-549 |
-20.86% |
| Fifth Third Bancorp |
36,993 |
30,278 |
-6,715 |
-18.15% |
| Sequoia Financial Advisors LLC |
2,502 |
2,068 |
-434 |
-17.35% |
| CENTRAL TRUST Co |
1,923 |
1,615 |
-308 |
-16.02% |
| Banque Cantonale Vaudoise |
27,865 |
23,597 |
-4,268 |
-15.32% |
| Sapient Capital LLC |
3,758 |
3,207 |
-551 |
-14.66% |
| Bank of New York Mellon Corp |
1,970,766 |
1,684,985 |
-285,781 |
-14.50% |
| Amalgamated Bank |
56,173 |
48,776 |
-7,397 |
-13.17% |
| DNB Asset Management AS |
339,753 |
295,357 |
-44,396 |
-13.07% |
| Mn Services Vermogensbeheer B.V. |
107,778 |
93,878 |
-13,900 |
-12.90% |
| Acropolis Investment Management LLC |
2,988 |
2,606 |
-382 |
-12.78% |
| JJJ Advisors Inc. |
160 |
140 |
-20 |
-12.50% |
| Fruth Investment Management |
13,097 |
11,497 |
-1,600 |
-12.22% |
| Chicago Partners Investment Group LLC |
1,822 |
1,615 |
-207 |
-11.36% |
| Congress Asset Management Co. MA |
4,794 |
4,293 |
-501 |
-10.45% |
| Lindbrook Capital LLC |
17,092 |
15,570 |
-1,522 |
-8.90% |
| Salvus Wealth Management LLC |
36,419 |
33,351 |
-3,068 |
-8.42% |
| Patten Group Inc. |
1,930 |
1,772 |
-158 |
-8.19% |
| Zurcher Kantonalbank Zurich Cantonalbank |
100,643 |
92,881 |
-7,762 |
-7.71% |
| Securian Asset Management Inc |
14,681 |
13,670 |
-1,011 |
-6.89% |
| Global Retirement Partners LLC |
597 |
556 |
-41 |
-6.87% |
| OLD National Bancorp IN |
3,724 |
3,495 |
-229 |
-6.15% |
| Wendell David Associates Inc. |
8,380 |
7,875 |
-505 |
-6.03% |
| Ipswich Investment Management Co. Inc. |
7,163 |
6,733 |
-430 |
-6.00% |
| Boltwood Capital Management |
1,518 |
1,428 |
-90 |
-5.93% |
| Grove Bank & Trust |
829 |
780 |
-49 |
-5.91% |
| GPS Wealth Strategies Group LLC |
686 |
646 |
-40 |
-5.83% |
| Fulton Bank N.A. |
5,479 |
5,190 |
-289 |
-5.27% |
| Pinnacle Associates Ltd. |
2,654 |
2,524 |
-130 |
-4.90% |
| Beese Fulmer Investment Management Inc. |
1,560 |
1,495 |
-65 |
-4.17% |
| Norway Savings Bank |
6,645 |
6,390 |
-255 |
-3.84% |
| Hartford Investment Management Co. |
15,642 |
15,054 |
-588 |
-3.76% |
| NorthCrest Asset Manangement LLC |
1,439 |
1,389 |
-50 |
-3.47% |
| Stock Yards Bank & Trust Co. |
11,617 |
11,222 |
-395 |
-3.40% |
| Brown Advisory Inc. |
2,172,427 |
2,107,475 |
-64,952 |
-2.99% |
| Bowman & Co S.C. |
2,640 |
2,563 |
-77 |
-2.92% |
| Louisiana State Employees Retirement System |
14,000 |
13,600 |
-400 |
-2.86% |
| Chesley Taft & Associates LLC |
3,493 |
3,393 |
-100 |
-2.86% |
| Capital Advisors Inc. OK |
1,643 |
1,600 |
-43 |
-2.62% |
| Private Advisor Group LLC |
3,614 |
3,523 |
-91 |
-2.52% |
| New Mexico Educational Retirement Board |
12,024 |
11,724 |
-300 |
-2.50% |
| State of Alaska Department of Revenue |
28,701 |
28,021 |
-680 |
-2.37% |
| Hennion & Walsh Asset Management Inc. |
7,864 |
7,683 |
-181 |
-2.30% |
| New York State Teachers Retirement System |
220,161 |
215,121 |
-5,040 |
-2.29% |
| Cigna Investments Inc. New |
2,470 |
2,429 |
-41 |
-1.66% |
| Atlantic Union Bankshares Corp |
10,263 |
10,119 |
-144 |
-1.40% |
| Keystone Wealth Services LLC |
1,593 |
1,580 |
-13 |
-0.82% |
| LifePlan Financial LLC |
2,860 |
2,837 |
-23 |
-0.80% |
| Kinneret Advisory LLC |
5,491 |
5,474 |
-17 |
-0.31% |
| Yousif Capital Management LLC |
31,970 |
31,878 |
-92 |
-0.29% |
| UMB Bank N A MO |
3,028 |
3,024 |
-4 |
-0.13% |
| Townsend Asset Management Corp NC ADV |
1,803 |
1,801 |
-2 |
-0.11% |
| 13F Filers Exiting EL |
|---|
| Financial Synergies Wealth Advisors Inc. |
7 |
0 |
-7 |
-100.00% |
| BKM Wealth Management LLC |
39 |
0 |
-39 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
83 |
0 |
-83 |
-100.00% |
| Barlow Wealth Partners Inc. |
17,391 |
0 |
-17,391 |
-100.00% |
| Arlington Trust Co LLC |
9 |
0 |
-9 |
-100.00% |
| Invera Wealth Advisors LLC |
3,449 |
0 |
-3,449 |
-100.00% |
| B.O.S.S. Retirement Advisors LLC |
8,993 |
0 |
-8,993 |
-100.00% |
| Cyndeo Wealth Partners LLC |
5,472 |
0 |
-5,472 |
-100.00% |
| Retirement Guys Formula LLC |
3,389 |
0 |
-3,389 |
-100.00% |
| Capricorn Fund Managers Ltd |
18,282 |
0 |
-18,282 |
-100.00% |
| International Assets Investment Management LLC |
66,251 |
0 |
-66,251 |
-100.00% |
| Concord Wealth Partners |
1,173 |
0 |
-1,173 |
-100.00% |
| Fortis Capital Management LLC |
10,127 |
0 |
-10,127 |
-100.00% |
| Monticello Wealth Management LLC |
1,455 |
0 |
-1,455 |
-100.00% |
| Princeton Global Asset Management LLC |
16 |
0 |
-16 |
-100.00% |
| Cary Street Partners Investment Advisory LLC |
1,749 |
0 |
-1,749 |
-100.00% |
| Summit Financial LLC |
3,079 |
0 |
-3,079 |
-100.00% |
| James Hambro & Partners |
2,080 |
0 |
-2,080 |
-100.00% |
| SeaCrest Wealth Management LLC |
1,774 |
0 |
-1,774 |
-100.00% |
| First Bank & Trust |
2,632 |
0 |
-2,632 |
-100.00% |
| Northcape Capital Pty Ltd |
5,100 |
0 |
-5,100 |
-100.00% |
| Financial Insights Inc. |
2,064 |
0 |
-2,064 |
-100.00% |
| Ninety One North America Inc. |
239,572 |
0 |
-239,572 |
-100.00% |
| Field & Main Bank |
70 |
0 |
-70 |
-100.00% |
| Iowa State Bank |
4,651 |
0 |
-4,651 |
-100.00% |
| Diversified Trust Co |
1,571 |
0 |
-1,571 |
-100.00% |
| Atlas Capital Advisors LLC |
1,443 |
0 |
-1,443 |
-100.00% |
| Liberty Capital Management Inc. |
1,789 |
0 |
-1,789 |
-100.00% |
| Bourgeon Capital Management LLC |
20 |
0 |
-20 |
-100.00% |
| Hudson Valley Investment Advisors Inc. ADV |
2,948 |
0 |
-2,948 |
-100.00% |
See Summary: Institutional Holders of EL
See Details: Top 10 Hedge Funds Holding EL
Also See: EL Insider Buying
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