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This page summarizes the KEY 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 KEY 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 KEY Share Count |
|---|
| Lloyd Advisory Services LLC. |
12,633 |
69,990 |
+57,357 |
+454.03% |
| Robeco Institutional Asset Management B.V. |
12,056 |
35,102 |
+23,046 |
+191.16% |
| Zurcher Kantonalbank Zurich Cantonalbank |
602,340 |
1,278,743 |
+676,403 |
+112.30% |
| Sunbelt Securities Inc. |
138 |
241 |
+103 |
+74.64% |
| Private Trust Co. NA |
2,816 |
4,816 |
+2,000 |
+71.02% |
| Pflug Koory LLC |
23,265 |
38,265 |
+15,000 |
+64.47% |
| GAMMA Investing LLC |
12,653 |
19,076 |
+6,423 |
+50.76% |
| Peoples Bank KS |
200 |
275 |
+75 |
+37.50% |
| Regions Financial Corp |
99,205 |
135,823 |
+36,618 |
+36.91% |
| Salzhauer Michael |
41,748 |
55,348 |
+13,600 |
+32.58% |
| Register Financial Advisors LLC |
8,021 |
10,543 |
+2,522 |
+31.44% |
| Natixis Advisors L.P. |
299,272 |
389,676 |
+90,404 |
+30.21% |
| Accurate Wealth Management LLC |
13,591 |
17,598 |
+4,007 |
+29.48% |
| Sound Income Strategies LLC |
1,887 |
2,431 |
+544 |
+28.83% |
| International Assets Investment Management LLC |
30,283 |
38,707 |
+8,424 |
+27.82% |
| Amalgamated Bank |
259,938 |
320,397 |
+60,459 |
+23.26% |
| Massmutual Trust Co. FSB ADV |
2,908 |
3,451 |
+543 |
+18.67% |
| Venturi Wealth Management LLC |
836 |
969 |
+133 |
+15.91% |
| Valley National Advisers Inc. |
289 |
329 |
+40 |
+13.84% |
| Wealthcare Advisory Partners LLC |
88,367 |
100,573 |
+12,206 |
+13.81% |
| Veriti Management LLC |
43,450 |
48,155 |
+4,705 |
+10.83% |
| DekaBank Deutsche Girozentrale |
217,722 |
236,774 |
+19,052 |
+8.75% |
| Trust Co. of Toledo NA OH |
35,935 |
39,021 |
+3,086 |
+8.59% |
| Bruce G. Allen Investments LLC |
1,823 |
1,952 |
+129 |
+7.08% |
| NBC Securities Inc. |
2,880 |
3,080 |
+200 |
+6.94% |
| Wealthfront Advisers LLC |
327,439 |
343,068 |
+15,629 |
+4.77% |
| Future Financial Wealth Managment LLC |
11,500 |
12,000 |
+500 |
+4.35% |
| Mcdonald Partners LLC |
21,937 |
22,861 |
+924 |
+4.21% |
| Harrington Investments INC |
36,851 |
38,304 |
+1,453 |
+3.94% |
| Capital Advisors Ltd. LLC |
1,679 |
1,741 |
+62 |
+3.69% |
| Caldwell Sutter Capital Inc. |
20,185 |
20,927 |
+742 |
+3.68% |
| Aurum Wealth Management Group LLC |
37,215 |
38,378 |
+1,163 |
+3.13% |
| Fulton Bank N.A. |
16,907 |
17,359 |
+452 |
+2.67% |
| CENTRAL TRUST Co |
4,058 |
4,148 |
+90 |
+2.22% |
| Allspring Global Investments Holdings LLC |
62,894 |
63,987 |
+1,093 |
+1.74% |
| O ROURKE & COMPANY Inc |
29,933 |
30,439 |
+506 |
+1.69% |
| CWM LLC |
49,819 |
50,656 |
+837 |
+1.68% |
| Fifth Third Bancorp |
237,934 |
241,711 |
+3,777 |
+1.59% |
| Aspire Private Capital LLC |
420 |
426 |
+6 |
+1.43% |
| NBT Bank N A NY |
1,935 |
1,962 |
+27 |
+1.40% |
| Blue Bell Private Wealth Management LLC |
987 |
999 |
+12 |
+1.22% |
| Genesee Capital Advisors LLC |
10,769 |
10,894 |
+125 |
+1.16% |
| Valeo Financial Advisors LLC |
68,509 |
69,301 |
+792 |
+1.16% |
| CX Institutional |
11,983 |
12,120 |
+137 |
+1.14% |
| Cedar Brook Financial Partners LLC |
23,383 |
23,579 |
+196 |
+0.84% |
| DB Fitzpatrick & Co Inc |
122 |
123 |
+1 |
+0.82% |
| Gulf International Bank UK Ltd |
77,353 |
77,953 |
+600 |
+0.78% |
| Allworth Financial LP |
1,414 |
1,424 |
+10 |
+0.71% |
| Bogart Wealth LLC |
12,092 |
12,164 |
+72 |
+0.60% |
| CHURCHILL MANAGEMENT Corp |
429,604 |
431,777 |
+2,173 |
+0.51% |
| State of Alaska Department of Revenue |
101,105 |
101,625 |
+520 |
+0.51% |
| Czech National Bank |
163,980 |
164,768 |
+788 |
+0.48% |
| Jamison Private Wealth Management Inc. |
43,756 |
43,948 |
+192 |
+0.44% |
| Investors Asset Management of Georgia Inc. GA ADV |
18,509 |
18,556 |
+47 |
+0.25% |
| State of Michigan Retirement System |
274,028 |
274,328 |
+300 |
+0.11% |
| Beese Fulmer Investment Management Inc. |
51,793 |
51,833 |
+40 |
+0.08% |
| Silverlake Wealth Management LLC |
11,774 |
11,784 |
+10 |
+0.08% |
| SJS Investment Consulting Inc. |
6,099 |
6,103 |
+4 |
+0.07% |
| 13F Filers Reporting New Positions In KEY |
|---|
| First Financialcorp IN |
0 |
349 |
+349 |
+100% |
| Raymond James Trust N.A. |
0 |
29,431 |
+29,431 |
+100% |
| Los Angeles Capital Management & Equity Research Inc. |
0 |
191,590 |
+191,590 |
+100% |
| Contravisory Investment Management Inc. |
0 |
30,535 |
+30,535 |
+100% |
| Exchange Traded Concepts LLC |
0 |
2,747 |
+2,747 |
+100% |
| Mather Group LLC. |
0 |
4,623 |
+4,623 |
+100% |
| Riverview Trust Co |
0 |
1,508 |
+1,508 |
+100% |
| Iron Financial LLC |
0 |
11,461 |
+11,461 |
+100% |
| MCF Advisors LLC |
0 |
1,475 |
+1,475 |
+100% |
| Dakota Wealth Management |
0 |
28,220 |
+28,220 |
+100% |
| First Bank & Trust |
0 |
13,280 |
+13,280 |
+100% |
| AustralianSuper Pty Ltd |
0 |
463,878 |
+463,878 |
+100% |
| Summit Trail Advisors LLC |
0 |
10,957 |
+10,957 |
+100% |
| Lindbrook Capital LLC |
0 |
44 |
+44 |
+100% |
| OneAscent Financial Services LLC |
0 |
24,875 |
+24,875 |
+100% |
| Clear Creek Financial Management LLC |
0 |
11,373 |
+11,373 |
+100% |
| Simplicity Wealth LLC |
0 |
12,578 |
+12,578 |
+100% |
| Triasima Portfolio Management inc. |
0 |
101,172 |
+101,172 |
+100% |
| PFG Investments LLC |
0 |
23,689 |
+23,689 |
+100% |
| Emprise Bank |
0 |
18,430 |
+18,430 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Salem Investment Counselors Inc. |
1,082 |
1,082 |
UNCH |
0.00% |
| Norwood Financial Corp |
435 |
435 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
2,417 |
2,417 |
UNCH |
0.00% |
| Albion Financial Group UT |
1,400 |
1,400 |
UNCH |
0.00% |
| Lynch & Associates IN |
20,565 |
20,565 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
50,617 |
50,617 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
640 |
640 |
UNCH |
0.00% |
| Bangor Savings Bank |
3,369 |
3,369 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
1,000 |
1,000 |
UNCH |
0.00% |
| BLB&B Advisors LLC |
11,279 |
11,279 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
256 |
256 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
1,113 |
1,113 |
UNCH |
0.00% |
| Founders Capital Management LLC |
16,800 |
16,800 |
UNCH |
0.00% |
| Private Ocean LLC |
322 |
322 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
25 |
25 |
UNCH |
0.00% |
| First PREMIER Bank |
2,000 |
2,000 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
10,609 |
10,609 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
1,126 |
1,126 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
172,318 |
172,318 |
UNCH |
0.00% |
| Rheos Capital Works Inc. |
500,000 |
500,000 |
UNCH |
0.00% |
| Essex Savings Bank |
10,875 |
10,875 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
2,705 |
2,705 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
145 |
145 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
71,207 |
71,207 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
248 |
248 |
UNCH |
0.00% |
| General Partner Inc. |
244 |
244 |
UNCH |
0.00% |
| CVA Family Office LLC |
12,300 |
12,300 |
UNCH |
0.00% |
| Asio Capital LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
400 |
400 |
UNCH |
0.00% |
| Kesler Norman & Wride LLC |
257,514 |
257,514 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
24 |
24 |
UNCH |
0.00% |
| Eudaimonia Advisors LLC |
15,192 |
15,192 |
UNCH |
0.00% |
| Morton Brown Family Wealth LLC |
1,116 |
1,116 |
UNCH |
0.00% |
| City State Bank |
2,600 |
2,600 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
900 |
900 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
17,774 |
17,774 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
971 |
971 |
UNCH |
0.00% |
| Daymark Wealth Partners LLC |
22,627 |
22,627 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
146 |
146 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
24,703 |
24,703 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
2,500 |
2,500 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
109 |
109 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
63 |
63 |
UNCH |
0.00% |
| Planning Capital Management Corp |
133 |
133 |
UNCH |
0.00% |
| 13F Filers Decreasing KEY Share Count |
|---|
| Assenagon Asset Management S.A. |
3,262,345 |
698,109 |
-2,564,236 |
-78.60% |
| LifePro Asset Management |
282,978 |
69,351 |
-213,627 |
-75.49% |
| Gradient Investments LLC |
252 |
64 |
-188 |
-74.60% |
| Oak Thistle LLC |
68,335 |
25,168 |
-43,167 |
-63.17% |
| Royal Fund Management LLC |
21,600 |
10,400 |
-11,200 |
-51.85% |
| Park Place Capital Corp |
5,197 |
2,782 |
-2,415 |
-46.47% |
| IMC Chicago LLC |
22,081 |
13,158 |
-8,923 |
-40.41% |
| OLD National Bancorp IN |
105,949 |
72,274 |
-33,675 |
-31.78% |
| KG&L Capital Management LLC |
102,681 |
77,534 |
-25,147 |
-24.49% |
| AlphaMark Advisors LLC |
9,950 |
7,600 |
-2,350 |
-23.62% |
| Hartford Financial Management Inc. |
35,592 |
27,863 |
-7,729 |
-21.72% |
| Kingswood Wealth Advisors LLC |
28,647 |
22,626 |
-6,021 |
-21.02% |
| DNB Asset Management AS |
167,489 |
132,943 |
-34,546 |
-20.63% |
| Simplex Trading LLC |
228,022 |
183,425 |
-44,597 |
-19.56% |
| Hennessy Advisors Inc. |
109,000 |
88,000 |
-21,000 |
-19.27% |
| Spire Wealth Management |
4,849 |
3,964 |
-885 |
-18.25% |
| Raymond James & Associates |
1,610,148 |
1,330,950 |
-279,198 |
-17.34% |
| Washington Capital Management Inc. |
88,705 |
73,580 |
-15,125 |
-17.05% |
| Game Plan Financial Advisors LLC |
560 |
510 |
-50 |
-8.93% |
| Alaska Permanent Fund Corp |
211,495 |
195,103 |
-16,392 |
-7.75% |
| Bank of New York Mellon Corp |
6,296,539 |
5,816,294 |
-480,245 |
-7.63% |
| Bouchey Financial Group Ltd |
18,432 |
17,032 |
-1,400 |
-7.60% |
| Securian Asset Management Inc |
59,232 |
55,163 |
-4,069 |
-6.87% |
| TRUE Private Wealth Advisors |
80,580 |
75,336 |
-5,244 |
-6.51% |
| ST Germain D J Co. Inc. |
4,601 |
4,311 |
-290 |
-6.30% |
| Park Avenue Securities LLC |
35,466 |
33,435 |
-2,031 |
-5.73% |
| UMB Bank N A MO |
34,090 |
32,175 |
-1,915 |
-5.62% |
| New York State Teachers Retirement System |
1,006,478 |
960,030 |
-46,448 |
-4.61% |
| Hartford Investment Management Co. |
63,310 |
60,562 |
-2,748 |
-4.34% |
| Sapient Capital LLC |
42,217 |
40,429 |
-1,788 |
-4.24% |
| Louisiana State Employees Retirement System |
56,600 |
54,500 |
-2,100 |
-3.71% |
| Yousif Capital Management LLC |
148,233 |
142,892 |
-5,341 |
-3.60% |
| MV Capital Management Inc. |
2,230 |
2,150 |
-80 |
-3.59% |
| Carret Asset Management LLC |
14,220 |
13,720 |
-500 |
-3.52% |
| Octavia Wealth Advisors LLC |
49,855 |
48,121 |
-1,734 |
-3.48% |
| SlateStone Wealth LLC |
121,124 |
117,124 |
-4,000 |
-3.30% |
| Wealth Enhancement Advisory Services LLC |
81,113 |
78,573 |
-2,540 |
-3.13% |
| New Mexico Educational Retirement Board |
48,637 |
47,137 |
-1,500 |
-3.08% |
| Fruth Investment Management |
17,466 |
16,966 |
-500 |
-2.86% |
| Raymond James Financial Services Advisors Inc. |
181,902 |
177,196 |
-4,706 |
-2.59% |
| Hexagon Capital Partners LLC |
118 |
115 |
-3 |
-2.54% |
| AdvisorNet Financial Inc |
1,449 |
1,414 |
-35 |
-2.42% |
| Centennial Wealth Advisory LLC |
37,301 |
36,479 |
-822 |
-2.20% |
| Steel Peak Wealth Management LLC |
33,846 |
33,151 |
-695 |
-2.05% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
181,713 |
178,113 |
-3,600 |
-1.98% |
| Stratos Wealth Partners LTD. |
97,825 |
95,977 |
-1,848 |
-1.89% |
| AHL Investment Management Inc. |
51,288 |
50,388 |
-900 |
-1.75% |
| Sumitomo Mitsui Trust Holdings Inc. |
2,169,175 |
2,139,610 |
-29,565 |
-1.36% |
| Valicenti Advisory Services Inc. |
203,975 |
201,225 |
-2,750 |
-1.35% |
| Global Retirement Partners LLC |
6,592 |
6,511 |
-81 |
-1.23% |
| Gateway Investment Advisers LLC |
158,893 |
157,126 |
-1,767 |
-1.11% |
| Cambridge Investment Research Advisors Inc. |
123,736 |
122,607 |
-1,129 |
-0.91% |
| Park National Corp OH |
17,897 |
17,738 |
-159 |
-0.89% |
| First Horizon Advisors Inc. |
8,283 |
8,211 |
-72 |
-0.87% |
| Park Edge Advisors LLC |
10,479 |
10,390 |
-89 |
-0.85% |
| Versant Capital Management Inc |
2,661 |
2,644 |
-17 |
-0.64% |
| WASHINGTON TRUST Co |
3,205 |
3,193 |
-12 |
-0.37% |
| Kinneret Advisory LLC |
21,069 |
21,004 |
-65 |
-0.31% |
| Essex Financial Services Inc. |
22,539 |
22,472 |
-67 |
-0.30% |
| Cornerstone Wealth Management LLC |
12,337 |
12,312 |
-25 |
-0.20% |
| 13F Filers Exiting KEY |
|---|
| Arlington Trust Co LLC |
200 |
0 |
-200 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
3 |
0 |
-3 |
-100.00% |
| Jessup Wealth Management Inc |
14,954 |
0 |
-14,954 |
-100.00% |
| SYSTM Wealth Solutions LLC |
44 |
0 |
-44 |
-100.00% |
| Peterson Financial Group Inc. |
38,263 |
0 |
-38,263 |
-100.00% |
| Win Advisors Inc. |
12,362 |
0 |
-12,362 |
-100.00% |
| Level Financial Advisors Inc. |
122 |
0 |
-122 |
-100.00% |
| Wealth Advisory Solutions LLC |
30,125 |
0 |
-30,125 |
-100.00% |
| Planned Solutions Inc. |
5,465 |
0 |
-5,465 |
-100.00% |
| Tennessee Valley Asset Management Partners |
4,116 |
0 |
-4,116 |
-100.00% |
| Rosenberg Matthew Hamilton |
5 |
0 |
-5 |
-100.00% |
| Pacifica Partners Inc. |
1,100 |
0 |
-1,100 |
-100.00% |
| Banque Cantonale Vaudoise |
32,313 |
0 |
-32,313 |
-100.00% |
| Legacy Bridge LLC |
70,315 |
0 |
-70,315 |
-100.00% |
| RFG Advisory LLC |
16,274 |
0 |
-16,274 |
-100.00% |
| Friedenthal Financial |
3,273 |
0 |
-3,273 |
-100.00% |
| Diversified Trust Co |
11,922 |
0 |
-11,922 |
-100.00% |
| M&R Capital Management Inc. |
617 |
0 |
-617 |
-100.00% |
| Miller Howard Investments Inc. NY |
500,000 |
0 |
-500,000 |
-100.00% |
| Congress Asset Management Co. MA |
10,905 |
0 |
-10,905 |
-100.00% |
See Summary: Institutional Holders of KEY
See Details: Top 10 Hedge Funds Holding KEY
Also See: KEY Insider Buying
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