 |
|
|
This page summarizes the IR 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 IR 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 IR Share Count |
|---|
| Capstone Investment Advisors LLC |
871 |
7,551 |
+6,680 |
+766.93% |
| Newbridge Financial Services Group Inc. |
801 |
2,200 |
+1,399 |
+174.66% |
| Atwood & Palmer Inc. |
10 |
27 |
+17 |
+170.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
168 |
380 |
+212 |
+126.19% |
| JFS Wealth Advisors LLC |
169 |
299 |
+130 |
+76.92% |
| Trust Co. of Oklahoma |
4,681 |
7,363 |
+2,682 |
+57.30% |
| Robeco Institutional Asset Management B.V. |
435,751 |
678,106 |
+242,355 |
+55.62% |
| Brown Advisory Inc. |
4,601 |
6,338 |
+1,737 |
+37.75% |
| OLD National Bancorp IN |
4,006 |
5,478 |
+1,472 |
+36.74% |
| Zurcher Kantonalbank Zurich Cantonalbank |
258,229 |
344,589 |
+86,360 |
+33.44% |
| Veriti Management LLC |
5,243 |
6,691 |
+1,448 |
+27.62% |
| HB Wealth Management LLC |
3,801 |
4,822 |
+1,021 |
+26.86% |
| V Square Quantitative Management LLC |
7,484 |
9,113 |
+1,629 |
+21.77% |
| Janney Montgomery Scott LLC |
38,437 |
46,261 |
+7,824 |
+20.36% |
| Allworth Financial LP |
1,808 |
2,174 |
+366 |
+20.24% |
| Fulton Bank N.A. |
3,944 |
4,733 |
+789 |
+20.01% |
| Compagnie Lombard Odier SCmA |
86,791 |
102,884 |
+16,093 |
+18.54% |
| Cambridge Investment Research Advisors Inc. |
13,337 |
15,745 |
+2,408 |
+18.06% |
| Bank of New York Mellon Corp |
5,278,438 |
6,165,135 |
+886,697 |
+16.80% |
| Global Retirement Partners LLC |
2,276 |
2,621 |
+345 |
+15.16% |
| Park Avenue Securities LLC |
3,164 |
3,551 |
+387 |
+12.23% |
| GAMMA Investing LLC |
3,745 |
4,202 |
+457 |
+12.20% |
| DekaBank Deutsche Girozentrale |
158,278 |
174,857 |
+16,579 |
+10.47% |
| Wedmont Private Capital |
4,617 |
5,076 |
+459 |
+9.94% |
| Parkside Financial Bank & Trust |
942 |
1,026 |
+84 |
+8.92% |
| Spire Wealth Management |
1,477 |
1,603 |
+126 |
+8.53% |
| Raymond James & Associates |
184,394 |
199,399 |
+15,005 |
+8.14% |
| GDS Wealth Management |
135,340 |
146,112 |
+10,772 |
+7.96% |
| Raymond James Financial Services Advisors Inc. |
35,377 |
38,191 |
+2,814 |
+7.95% |
| Dynamic Advisor Solutions LLC |
3,899 |
4,182 |
+283 |
+7.26% |
| Parsons Capital Management Inc. RI |
6,399 |
6,850 |
+451 |
+7.05% |
| Integrated Investment Consultants LLC |
3,750 |
4,001 |
+251 |
+6.69% |
| Capital Advisors Ltd. LLC |
144 |
153 |
+9 |
+6.25% |
| Linden Thomas Advisory Services LLC |
14,016 |
14,838 |
+822 |
+5.86% |
| Cavalier Investments LLC |
12,177 |
12,858 |
+681 |
+5.59% |
| Massmutual Trust Co. FSB ADV |
1,137 |
1,195 |
+58 |
+5.10% |
| CWM LLC |
10,675 |
11,129 |
+454 |
+4.25% |
| Wealth Enhancement Advisory Services LLC |
14,066 |
14,630 |
+564 |
+4.01% |
| Lindbrook Capital LLC |
1,671 |
1,731 |
+60 |
+3.59% |
| Fifth Third Bancorp |
12,819 |
13,270 |
+451 |
+3.52% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
78,269 |
80,669 |
+2,400 |
+3.07% |
| Field & Main Bank |
1,183 |
1,218 |
+35 |
+2.96% |
| KMG Fiduciary Partners LLC |
3,458 |
3,558 |
+100 |
+2.89% |
| Maryland State Retirement & Pension System |
30,902 |
31,761 |
+859 |
+2.78% |
| Carmel Capital Partners LLC |
14,481 |
14,848 |
+367 |
+2.53% |
| Stablepoint Partners LLC |
7,154 |
7,323 |
+169 |
+2.36% |
| Resonant Capital Advisors LLC |
3,098 |
3,167 |
+69 |
+2.23% |
| Massachusetts Wealth Management |
27,518 |
28,118 |
+600 |
+2.18% |
| Ballentine Partners LLC |
11,470 |
11,719 |
+249 |
+2.17% |
| Greenleaf Trust |
5,803 |
5,921 |
+118 |
+2.03% |
| Main Street Research LLC |
335,209 |
340,252 |
+5,043 |
+1.50% |
| CAPROCK Group Inc. |
7,155 |
7,262 |
+107 |
+1.50% |
| Principal Financial Group Inc. |
469,666 |
475,871 |
+6,205 |
+1.32% |
| International Assets Investment Management LLC |
3,640 |
3,684 |
+44 |
+1.21% |
| Pinnacle Associates Ltd. |
4,333 |
4,377 |
+44 |
+1.02% |
| TFC Financial Management |
213 |
215 |
+2 |
+0.94% |
| New England Research & Management Inc. |
12,075 |
12,175 |
+100 |
+0.83% |
| Gulf International Bank UK Ltd |
34,488 |
34,751 |
+263 |
+0.76% |
| Catalyst Financial Partners LLC |
5,817 |
5,859 |
+42 |
+0.72% |
| PFS Partners LLC |
154 |
155 |
+1 |
+0.65% |
| Czech National Bank |
70,897 |
71,250 |
+353 |
+0.50% |
| Halbert Hargrove Global Advisors LLC |
4,048 |
4,064 |
+16 |
+0.40% |
| First Horizon Advisors Inc. |
2,532 |
2,541 |
+9 |
+0.36% |
| Asio Capital LLC |
43,334 |
43,421 |
+87 |
+0.20% |
| Retirement Systems of Alabama |
89,213 |
89,344 |
+131 |
+0.15% |
| State of Michigan Retirement System |
110,823 |
110,923 |
+100 |
+0.09% |
| New York State Teachers Retirement System |
346,395 |
346,412 |
+17 |
+0.00% |
| 13F Filers Reporting New Positions In IR |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
2,878 |
+2,878 |
+100% |
| Chemung Canal Trust Co. |
0 |
2,249 |
+2,249 |
+100% |
| Conning Inc. |
0 |
2,239 |
+2,239 |
+100% |
| Griffin Asset Management Inc. |
0 |
2,970 |
+2,970 |
+100% |
| Moody Lynn & Lieberson LLC |
0 |
2,164 |
+2,164 |
+100% |
| Mitchell Sinkler & Starr PA |
0 |
3,595 |
+3,595 |
+100% |
| Azzad Asset Management Inc. ADV |
0 |
12,865 |
+12,865 |
+100% |
| Westend Capital Management LLC |
0 |
12 |
+12 |
+100% |
| Meitav Dash Investments Ltd. |
0 |
10,707 |
+10,707 |
+100% |
| Northwest Investment Counselors LLC |
0 |
110 |
+110 |
+100% |
| YHB Investment Advisors Inc. |
0 |
582 |
+582 |
+100% |
| Mather Group LLC. |
0 |
1,554 |
+1,554 |
+100% |
| Verity & Verity LLC |
0 |
215,945 |
+215,945 |
+100% |
| Chicago Partners Investment Group LLC |
0 |
2,317 |
+2,317 |
+100% |
| Buckingham Capital Management Inc. |
0 |
6,962 |
+6,962 |
+100% |
| Riverview Trust Co |
0 |
302 |
+302 |
+100% |
| Checchi Capital Advisers LLC |
0 |
2,191 |
+2,191 |
+100% |
| Friedenthal Financial |
0 |
8,966 |
+8,966 |
+100% |
| Perpetual Ltd |
0 |
2,112 |
+2,112 |
+100% |
| Clarius Group LLC |
0 |
2,113 |
+2,113 |
+100% |
| Harbor Advisors LLC |
0 |
2,206 |
+2,206 |
+100% |
| Valeo Financial Advisors LLC |
0 |
2,450 |
+2,450 |
+100% |
| Global Trust Asset Management LLC |
0 |
200 |
+200 |
+100% |
| CLARET ASSET MANAGEMENT Corp |
0 |
2,128 |
+2,128 |
+100% |
| CX Institutional |
0 |
2,564 |
+2,564 |
+100% |
| Oak Thistle LLC |
0 |
3,352 |
+3,352 |
+100% |
| Strategic Investment Advisors MI |
0 |
3,924 |
+3,924 |
+100% |
| LifeSteps Financial Inc. |
0 |
35 |
+35 |
+100% |
| Marks Group Wealth Management Inc |
0 |
91,572 |
+91,572 |
+100% |
| Running Oak Capital LLC |
0 |
124,370 |
+124,370 |
+100% |
| Concord Wealth Partners |
0 |
200 |
+200 |
+100% |
| Rise Advisors LLC |
0 |
217 |
+217 |
+100% |
| Foster Group Inc. |
0 |
2,627 |
+2,627 |
+100% |
| Lifestyle Asset Management Inc. |
0 |
3,014 |
+3,014 |
+100% |
| Fifth Third Wealth Advisors LLC |
0 |
3,397 |
+3,397 |
+100% |
| Simplicity Wealth LLC |
0 |
6,080 |
+6,080 |
+100% |
| Andina Capital Management LLC |
0 |
4,233 |
+4,233 |
+100% |
| Register Financial Advisors LLC |
0 |
521 |
+521 |
+100% |
| Silverlake Wealth Management LLC |
0 |
2,158 |
+2,158 |
+100% |
| Naples Money Management LLC |
0 |
50 |
+50 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Adams Diversified Equity Fund Inc. |
267,300 |
267,300 |
UNCH |
0.00% |
| CENTRAL TRUST Co |
17,708 |
17,708 |
UNCH |
0.00% |
| Hazlett Burt & Watson Inc. |
714 |
714 |
UNCH |
0.00% |
| Neville Rodie & Shaw Inc. |
3,247 |
3,247 |
UNCH |
0.00% |
| NBC Securities Inc. |
111 |
111 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
1,235 |
1,235 |
UNCH |
0.00% |
| Ferguson Wellman Capital Management Inc. |
3,599 |
3,599 |
UNCH |
0.00% |
| Barrett & Company Inc. |
62 |
62 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
4,499 |
4,499 |
UNCH |
0.00% |
| UMB Bank N A MO |
157 |
157 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
704 |
704 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
944 |
944 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
1,314 |
1,314 |
UNCH |
0.00% |
| Cullinan Associates Inc. |
4,401 |
4,401 |
UNCH |
0.00% |
| Hollencrest Capital Management |
19 |
19 |
UNCH |
0.00% |
| Kanawha Capital Management LLC |
4,665 |
4,665 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
319 |
319 |
UNCH |
0.00% |
| Yorktown Management & Research Co Inc |
9,700 |
9,700 |
UNCH |
0.00% |
| First Financial Bank Trust Division |
3,802 |
3,802 |
UNCH |
0.00% |
| Argyle Capital Management Inc. |
2,647 |
2,647 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
544 |
544 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
1,548 |
1,548 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
1,058 |
1,058 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
454 |
454 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
807 |
807 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
9,551 |
9,551 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
7 |
7 |
UNCH |
0.00% |
| Asset Dedication LLC |
246 |
246 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
6 |
6 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,500 |
1,500 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
1,402 |
1,402 |
UNCH |
0.00% |
| JNBA Financial Advisors |
123 |
123 |
UNCH |
0.00% |
| Strategic Advisors LLC |
4,401 |
4,401 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
139 |
139 |
UNCH |
0.00% |
| Notis McConarty Edward |
6,176 |
6,176 |
UNCH |
0.00% |
| Mitchell Mcleod Pugh & Williams Inc. |
2,740 |
2,740 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
180 |
180 |
UNCH |
0.00% |
| Westhampton Capital LLC |
3,391 |
3,391 |
UNCH |
0.00% |
| Symmetry Partners LLC |
16,138 |
16,138 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
17 |
17 |
UNCH |
0.00% |
| Murphy Middleton Hinkle & Parker Inc. |
5,623 |
5,623 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
3,726 |
3,726 |
UNCH |
0.00% |
| Versant Capital Management Inc |
296 |
296 |
UNCH |
0.00% |
| Essex Savings Bank |
5,604 |
5,604 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
3,775 |
3,775 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
21 |
21 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
2,957 |
2,957 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
154 |
154 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
441 |
441 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
4,852 |
4,852 |
UNCH |
0.00% |
| CVA Family Office LLC |
920 |
920 |
UNCH |
0.00% |
| Davis Capital Management |
220 |
220 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
309 |
309 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
119 |
119 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
23 |
23 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
4 |
4 |
UNCH |
0.00% |
| Keystone Wealth Services LLC |
9,164 |
9,164 |
UNCH |
0.00% |
| Bank of New Hampshire |
2,211 |
2,211 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
44 |
44 |
UNCH |
0.00% |
| Cross Staff Investments Inc |
4,000 |
4,000 |
UNCH |
0.00% |
| Mill Capital Management LLC |
14,860 |
14,860 |
UNCH |
0.00% |
| City State Bank |
397 |
397 |
UNCH |
0.00% |
| Ulland Investment Advisors LLC |
670 |
670 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
53 |
53 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
35 |
35 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
88 |
88 |
UNCH |
0.00% |
| Union Savings Bank |
44 |
44 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
123 |
123 |
UNCH |
0.00% |
| Sapient Capital LLC |
4,162 |
4,162 |
UNCH |
0.00% |
| Financial Perspectives Inc |
176 |
176 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
509 |
509 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
543 |
543 |
UNCH |
0.00% |
| Sachetta LLC |
133 |
133 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
4,790 |
4,790 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
47 |
47 |
UNCH |
0.00% |
| Planning Capital Management Corp |
66 |
66 |
UNCH |
0.00% |
| 13F Filers Decreasing IR Share Count |
|---|
| Gradient Investments LLC |
314 |
31 |
-283 |
-90.13% |
| Ronald Blue Trust Inc. |
2,074 |
250 |
-1,824 |
-87.95% |
| Rakuten Securities Inc. |
60 |
8 |
-52 |
-86.67% |
| Webster Bank N. A. |
1,090 |
176 |
-914 |
-83.85% |
| Financiere des Professionnels Fonds d investissement inc. |
46,812 |
12,805 |
-34,007 |
-72.65% |
| Bruce G. Allen Investments LLC |
311 |
142 |
-169 |
-54.34% |
| Kingswood Wealth Advisors LLC |
9,740 |
4,557 |
-5,183 |
-53.21% |
| Banque Cantonale Vaudoise |
6,157 |
3,018 |
-3,139 |
-50.98% |
| Sequoia Financial Advisors LLC |
7,216 |
4,163 |
-3,053 |
-42.31% |
| LifePro Asset Management |
12,527 |
7,335 |
-5,192 |
-41.45% |
| Valley National Advisers Inc. |
1,146 |
709 |
-437 |
-38.13% |
| Everpar Advisors LLC |
4,168 |
2,624 |
-1,544 |
-37.04% |
| Bangor Savings Bank |
789 |
500 |
-289 |
-36.63% |
| DNB Asset Management AS |
151,438 |
96,543 |
-54,895 |
-36.25% |
| Allspring Global Investments Holdings LLC |
449,492 |
306,982 |
-142,510 |
-31.70% |
| AdvisorNet Financial Inc |
156 |
112 |
-44 |
-28.21% |
| Amalgamated Bank |
104,299 |
83,686 |
-20,613 |
-19.76% |
| Pallas Capital Advisors LLC |
3,238 |
2,623 |
-615 |
-18.99% |
| Palisade Asset Management LLC |
3,000 |
2,550 |
-450 |
-15.00% |
| Private Trust Co. NA |
1,619 |
1,378 |
-241 |
-14.89% |
| Mn Services Vermogensbeheer B.V. |
191,200 |
163,700 |
-27,500 |
-14.38% |
| GHP Investment Advisors Inc. |
3,068 |
2,677 |
-391 |
-12.74% |
| Commonwealth Equity Services LLC |
32,522 |
28,754 |
-3,768 |
-11.59% |
| Financial Management Professionals Inc. |
693 |
616 |
-77 |
-11.11% |
| Robecosam AG |
382,966 |
341,197 |
-41,769 |
-10.91% |
| Barlow Wealth Partners Inc. |
3,145 |
2,811 |
-334 |
-10.62% |
| RDA Financial Network |
5,116 |
4,626 |
-490 |
-9.58% |
| Mirae Asset Global Investments Co. Ltd. |
76,892 |
69,614 |
-7,278 |
-9.47% |
| Cyndeo Wealth Partners LLC |
2,793 |
2,544 |
-249 |
-8.92% |
| Northstar Group Inc. |
2,637 |
2,417 |
-220 |
-8.34% |
| WealthBridge Capital Management LLC |
2,651 |
2,470 |
-181 |
-6.83% |
| Securian Asset Management Inc |
25,541 |
23,821 |
-1,720 |
-6.73% |
| State of Alaska Department of Revenue |
58,104 |
54,229 |
-3,875 |
-6.67% |
| Leeward Financial Partners LLC |
21,724 |
20,288 |
-1,436 |
-6.61% |
| Private Advisor Group LLC |
9,701 |
9,117 |
-584 |
-6.02% |
| Sumitomo Life Insurance Co. |
6,119 |
5,777 |
-342 |
-5.59% |
| MCF Advisors LLC |
478 |
452 |
-26 |
-5.44% |
| Retirement Group LLC |
6,233 |
5,908 |
-325 |
-5.21% |
| City Holding Co. |
1,210 |
1,150 |
-60 |
-4.96% |
| OFI Invest Asset Management |
411 |
392 |
-19 |
-4.62% |
| Cary Street Partners Investment Advisory LLC |
3,475 |
3,319 |
-156 |
-4.49% |
| Money Concepts Capital Corp |
4,906 |
4,690 |
-216 |
-4.40% |
| Natixis Advisors L.P. |
130,487 |
124,761 |
-5,726 |
-4.39% |
| Clifford Swan Investment Counsel LLC |
11,328 |
10,834 |
-494 |
-4.36% |
| Canandaigua National Bank & Trust Co. |
3,770 |
3,614 |
-156 |
-4.14% |
| Assenagon Asset Management S.A. |
13,169 |
12,673 |
-496 |
-3.77% |
| Louisiana State Employees Retirement System |
24,500 |
23,600 |
-900 |
-3.67% |
| Hartford Investment Management Co. |
27,244 |
26,250 |
-994 |
-3.65% |
| Los Angeles Capital Management & Equity Research Inc. |
5,525 |
5,324 |
-201 |
-3.64% |
| Yousif Capital Management LLC |
54,664 |
52,725 |
-1,939 |
-3.55% |
| Douglas Lane & Associates LLC |
1,052,406 |
1,019,322 |
-33,084 |
-3.14% |
| Weatherly Asset Management L. P. |
11,846 |
11,490 |
-356 |
-3.01% |
| Romano Brothers AND Company |
5,844 |
5,668 |
-176 |
-3.01% |
| Grove Bank & Trust |
2,751 |
2,672 |
-79 |
-2.87% |
| New Mexico Educational Retirement Board |
21,004 |
20,404 |
-600 |
-2.86% |
| California Public Employees Retirement System |
754,417 |
733,205 |
-21,212 |
-2.81% |
| MV Capital Management Inc. |
152 |
148 |
-4 |
-2.63% |
| Regions Financial Corp |
15,699 |
15,322 |
-377 |
-2.40% |
| Raymond James Trust N.A. |
15,312 |
14,976 |
-336 |
-2.19% |
| Citizens Business Bank |
37,827 |
37,106 |
-721 |
-1.91% |
| Pflug Koory LLC |
4,445 |
4,368 |
-77 |
-1.73% |
| IFM Investors Pty Ltd |
82,387 |
81,372 |
-1,015 |
-1.23% |
| Cigna Investments Inc. New |
4,348 |
4,300 |
-48 |
-1.10% |
| Stratos Wealth Partners LTD. |
4,389 |
4,354 |
-35 |
-0.80% |
| Breakwater Capital Group |
16,464 |
16,336 |
-128 |
-0.78% |
| Wealthfront Advisers LLC |
26,250 |
26,056 |
-194 |
-0.74% |
| Dakota Wealth Management |
35,543 |
35,280 |
-263 |
-0.74% |
| Contravisory Investment Management Inc. |
8,952 |
8,888 |
-64 |
-0.71% |
| Arcadia Investment Management Corp MI |
43,219 |
42,934 |
-285 |
-0.66% |
| Consilium Wealth Advisory LLC |
14,864 |
14,771 |
-93 |
-0.63% |
| Meyer Handelman Co. |
278,648 |
276,957 |
-1,691 |
-0.61% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,069,452 |
1,063,113 |
-6,339 |
-0.59% |
| Proequities Inc. |
893 |
888 |
-5 |
-0.56% |
| Kinneret Advisory LLC |
8,911 |
8,883 |
-28 |
-0.31% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
265,783 |
264,983 |
-800 |
-0.30% |
| CHURCHILL MANAGEMENT Corp |
277,055 |
276,288 |
-767 |
-0.28% |
| Leavell Investment Management Inc. |
10,174 |
10,147 |
-27 |
-0.27% |
| Mission Wealth Management LP |
5,717 |
5,703 |
-14 |
-0.24% |
| Carderock Capital Management Inc. |
75,004 |
74,913 |
-91 |
-0.12% |
| NBT Bank N A NY |
66,957 |
66,894 |
-63 |
-0.09% |
| Grimes & Company Inc. |
3,755 |
3,752 |
-3 |
-0.08% |
| Wesbanco Bank Inc. |
13,883 |
13,872 |
-11 |
-0.08% |
| Investors Asset Management of Georgia Inc. GA ADV |
3,918 |
3,915 |
-3 |
-0.08% |
| Salem Investment Counselors Inc. |
11,140 |
11,138 |
-2 |
-0.02% |
| 13F Filers Exiting IR |
|---|
| Turtle Creek Wealth Advisors LLC |
183 |
0 |
-183 |
-100.00% |
| ZRC Wealth Management LLC |
176 |
0 |
-176 |
-100.00% |
| Trifecta Capital Advisors LLC |
62 |
0 |
-62 |
-100.00% |
| Red Door Wealth Management LLC |
3,466 |
0 |
-3,466 |
-100.00% |
| USA Financial Portformulas Corp |
90 |
0 |
-90 |
-100.00% |
| BSW Wealth Partners |
6,436 |
0 |
-6,436 |
-100.00% |
| Harel Insurance Investments & Financial Services Ltd. |
490 |
0 |
-490 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
8,210 |
0 |
-8,210 |
-100.00% |
| Thompson Investment Management Inc. |
2,332 |
0 |
-2,332 |
-100.00% |
See Summary: Institutional Holders of IR
See Details: Top 10 Hedge Funds Holding IR
Also See: IR Insider Buying
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