Holdings Channel
KMI Holdings Changes image
This page summarizes the KMI 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 KMI 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing KMI Share Count
Ibex Wealth Advisors 330 34,385 +34,055 +10319.70%
GPS Wealth Strategies Group LLC 466 7,181 +6,715 +1440.99%
Robeco Institutional Asset Management B.V. 608,626 3,440,748 +2,832,122 +465.33%
Sugarloaf Wealth Management LLC 46 210 +164 +356.52%
Nelson Van Denburg & Campbell Wealth Management Group LLC 38,825 117,184 +78,359 +201.83%
Canal Insurance CO 80,000 200,000 +120,000 +150.00%
KG&L Capital Management LLC 12,200 30,430 +18,230 +149.43%
RDA Financial Network 33,931 81,645 +47,714 +140.62%
Pinnacle Bank 1,296 3,096 +1,800 +138.89%
Ronald Blue Trust Inc. 5,669 13,478 +7,809 +137.75%
Rakuten Securities Inc. 1,856 3,655 +1,799 +96.93%
WASHINGTON TRUST Co 256 485 +229 +89.45%
Financial Synergies Wealth Advisors Inc. 1,309 2,475 +1,166 +89.08%
Sanders Morris Harris LLC 35,093 61,120 +26,027 +74.17%
Adams Natural Resources Fund Inc. 401,592 694,492 +292,900 +72.93%
Autumn Glory Partners LLC 13,623 23,423 +9,800 +71.94%
J.W. Cole Advisors Inc. 12,890 21,718 +8,828 +68.49%
Concord Wealth Partners 3,742 6,234 +2,492 +66.60%
American National Bank 4,874 7,964 +3,090 +63.40%
Assenagon Asset Management S.A. 1,796,555 2,880,963 +1,084,408 +60.36%
California Public Employees Retirement System 3,638,639 5,483,572 +1,844,933 +50.70%
Steel Peak Wealth Management LLC 32,646 48,938 +16,292 +49.91%
Byrne Asset Management LLC 419 619 +200 +47.73%
MV Capital Management Inc. 1,430 2,083 +653 +45.66%
Versant Capital Management Inc 952 1,379 +427 +44.85%
Ritholtz Wealth Management 13,984 19,785 +5,801 +41.48%
Aspire Private Capital LLC 500 700 +200 +40.00%
Capstone Investment Advisors LLC 98,968 137,607 +38,639 +39.04%
Davis Capital Management 38,473 52,793 +14,320 +37.22%
LVW Advisors LLC 17,762 24,226 +6,464 +36.39%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 10,597 13,887 +3,290 +31.05%
Farmers & Merchants Investments Inc. 13,962 18,262 +4,300 +30.80%
BNP Paribas Arbitrage SA 2,152,623 2,775,179 +622,556 +28.92%
Benjamin F. Edwards & Company Inc. 141,248 180,769 +39,521 +27.98%
Sequoia Financial Advisors LLC 33,264 40,995 +7,731 +23.24%
Strong Tower Advisory Services 36,920 45,440 +8,520 +23.08%
Argonautica Private Wealth Management Inc. 80,493 98,603 +18,110 +22.50%
Prosperity Consulting Group LLC 15,564 19,045 +3,481 +22.37%
Compass Wealth Management LLC 89,712 109,454 +19,742 +22.01%
Miller Howard Investments Inc. NY 897,274 1,092,515 +195,241 +21.76%
Arkfeld Wealth Strategies L.L.C. 173,152 210,711 +37,559 +21.69%
Massmutual Trust Co. FSB ADV 3,826 4,619 +793 +20.73%
NorthCrest Asset Manangement LLC 191,917 227,909 +35,992 +18.75%
Capital Investment Advisors LLC 244,729 289,678 +44,949 +18.37%
Hoxton Planning & Management LLC 12,432 14,629 +2,197 +17.67%
Wealthcare Advisory Partners LLC 37,356 43,710 +6,354 +17.01%
Wetzel Investment Advisors Inc. 5,181 6,034 +853 +16.46%
Valeo Financial Advisors LLC 25,047 29,156 +4,109 +16.41%
Fifth Third Bancorp 95,875 111,563 +15,688 +16.36%
Dakota Wealth Management 245,109 283,867 +38,758 +15.81%
Scott & Selber Inc. 231,383 267,470 +36,087 +15.60%
McGlone Suttner Wealth Management Inc. 15,042 17,340 +2,298 +15.28%
Kowal Investment Group LLC 14,636 16,859 +2,223 +15.19%
Hartford Financial Management Inc. 2,046 2,338 +292 +14.27%
DekaBank Deutsche Girozentrale 562,438 642,495 +80,057 +14.23%
Allen Capital Group LLC 136,391 155,487 +19,096 +14.00%
Checchi Capital Advisers LLC 19,450 22,132 +2,682 +13.79%
Zurcher Kantonalbank Zurich Cantonalbank 1,445,038 1,643,232 +198,194 +13.72%
HB Wealth Management LLC 35,910 40,764 +4,854 +13.52%
Centre Asset Management LLC 556,464 630,209 +73,745 +13.25%
GAMMA Investing LLC 11,061 12,438 +1,377 +12.45%
Naples Global Advisors LLC 65,730 73,880 +8,150 +12.40%
DNB Asset Management AS 315,847 354,958 +39,111 +12.38%
Asset Dedication LLC 453 509 +56 +12.36%
First PREMIER Bank 1,000 1,121 +121 +12.10%
Precedent Wealth Partners LLC 42,899 48,074 +5,175 +12.06%
First Citizens Bank & Trust Co. 190,488 213,128 +22,640 +11.89%
Essex Financial Services Inc. 40,740 45,394 +4,654 +11.42%
Silverlake Wealth Management LLC 58,310 64,632 +6,322 +10.84%
StoneX Group Inc. 79,383 87,739 +8,356 +10.53%
Clear Creek Financial Management LLC 11,394 12,582 +1,188 +10.43%
Tempus Wealth Planning LLC 90,742 100,096 +9,354 +10.31%
Strategic Blueprint LLC 68,715 75,649 +6,934 +10.09%
United Asset Strategies Inc. 449,807 493,829 +44,022 +9.79%
Arkadios Wealth Advisors 59,954 65,702 +5,748 +9.59%
Ausbil Investment Management Ltd 251,825 273,937 +22,112 +8.78%
Stablepoint Partners LLC 201,247 218,696 +17,449 +8.67%
KRS Capital Management LLC 15,182 16,463 +1,281 +8.44%
Retirement Group LLC 8,566 9,267 +701 +8.18%
Pacifica Partners Inc. 183,827 198,446 +14,619 +7.95%
Mirador Capital Partners LP 262,852 283,656 +20,804 +7.91%
Hara Capital LLC 24,454 26,359 +1,905 +7.79%
Banque Cantonale Vaudoise 189,246 203,184 +13,938 +7.37%
Phillips Wealth Planners LLC 21,393 22,902 +1,509 +7.05%
Woodward Diversified Capital LLC 28,904 30,902 +1,998 +6.91%
Proffitt & Goodson Inc. 6,647 7,075 +428 +6.44%
Wealthfront Advisers LLC 301,806 320,598 +18,792 +6.23%
Foresight Capital Management Advisors Inc. 113,632 120,686 +7,054 +6.21%
Capital Advisors Ltd. LLC 688 730 +42 +6.10%
CX Institutional 14,724 15,548 +824 +5.60%
Hazlett Burt & Watson Inc. 21,013 22,188 +1,175 +5.59%
Private Wealth Management Group LLC 382 403 +21 +5.50%
O ROURKE & COMPANY Inc 39,899 42,078 +2,179 +5.46%
Park Avenue Securities LLC 43,644 46,023 +2,379 +5.45%
Mitchell Mcleod Pugh & Williams Inc. 13,726 14,430 +704 +5.13%
Cascade Investment Advisors Inc. 59,275 62,200 +2,925 +4.93%
Private Trust Co. NA 32,619 34,221 +1,602 +4.91%
Commonwealth Equity Services LLC 804,533 843,484 +38,951 +4.84%
Financial Advocates Investment Management 18,596 19,457 +861 +4.63%
Osborne Partners Capital Management LLC 388,366 405,346 +16,980 +4.37%
Newman Dignan & Sheerar Inc. 12,626 13,173 +547 +4.33%
Tompkins Financial Corp 2,000 2,086 +86 +4.30%
Boyd Watterson Asset Management LLC OH 6,341 6,612 +271 +4.27%
Raymond James Trust N.A. 72,600 75,624 +3,024 +4.17%
Cohen Investment Advisors LLC 129,874 135,209 +5,335 +4.11%
Sterling Investment Advisors Ltd. 516,149 536,990 +20,841 +4.04%
Brown Advisory Inc. 1,039,066 1,078,430 +39,364 +3.79%
Penn Davis Mcfarland Inc. 1,637,719 1,698,200 +60,481 +3.69%
180 Wealth Advisors LLC 17,769 18,421 +652 +3.67%
Bogart Wealth LLC 4,153 4,298 +145 +3.49%
Glass Jacobson Investment Advisors llc 4,430 4,583 +153 +3.45%
Wesbanco Bank Inc. 141,052 145,872 +4,820 +3.42%
Jeppson Wealth Management LLC 94,054 97,206 +3,152 +3.35%
Kovack Advisors Inc. 23,807 24,574 +767 +3.22%
Pallas Capital Advisors LLC 15,194 15,666 +472 +3.11%
PFG Private Wealth Management LLC 35 36 +1 +2.86%
Addis & Hill Inc 22,735 23,381 +646 +2.84%
Welch Group LLC 12,561 12,907 +346 +2.75%
Private Advisor Group LLC 155,510 159,755 +4,245 +2.73%
Chickasaw Capital Management LLC 1,067,729 1,095,889 +28,160 +2.64%
Accurate Wealth Management LLC 22,030 22,598 +568 +2.58%
Conning Inc. 17,151 17,590 +439 +2.56%
Royal Fund Management LLC 76,371 78,266 +1,895 +2.48%
Silverberg Bernstein Capital Management LLC 40,517 41,517 +1,000 +2.47%
MTM Investment Management LLC 295,336 302,441 +7,105 +2.41%
Coastal Investment Advisors Inc. 39,098 40,009 +911 +2.33%
Dynamic Advisor Solutions LLC 12,953 13,241 +288 +2.22%
Fort Pitt Capital Group LLC 2,490,182 2,541,098 +50,916 +2.04%
Bruce G. Allen Investments LLC 842 859 +17 +2.02%
Bourgeon Capital Management LLC 225,807 230,241 +4,434 +1.96%
Adell Harriman & Carpenter Inc. 60,470 61,644 +1,174 +1.94%
Bfsg LLC 26,590 27,092 +502 +1.89%
Cambridge Investment Research Advisors Inc. 542,645 552,820 +10,175 +1.88%
Salem Investment Counselors Inc. 341,340 347,583 +6,243 +1.83%
Thompson Investment Management Inc. 4,366 4,443 +77 +1.76%
Rise Advisors LLC 916 932 +16 +1.75%
Maryland State Retirement & Pension System 1,775,856 1,806,166 +30,310 +1.71%
Financial Freedom LLC 1,228 1,249 +21 +1.71%
Flagship Harbor Advisors LLC 14,147 14,370 +223 +1.58%
S.A. Mason LLC 8,834 8,974 +140 +1.58%
Relyea Zuckerberg Hanson LLC 10,356 10,516 +160 +1.54%
West Financial Advisors LLC 200 203 +3 +1.50%
Butensky & Cohen Financial Security Inc. 276,516 280,507 +3,991 +1.44%
Silver Lake Advisory LLC 231,363 234,671 +3,308 +1.43%
Morton Capital Management LLC CA 35,853 36,364 +511 +1.43%
Investment Partners Asset Management Inc. 35,318 35,812 +494 +1.40%
Wedmont Private Capital 28,307 28,674 +367 +1.30%
Bank of Stockton 32,284 32,699 +415 +1.29%
Caldwell Sutter Capital Inc. 12,995 13,159 +164 +1.26%
Cedar Brook Financial Partners LLC 12,269 12,413 +144 +1.17%
JJJ Advisors Inc. 4,944 4,997 +53 +1.07%
Summit Trail Advisors LLC 19,351 19,553 +202 +1.04%
Creative Financial Designs Inc. ADV 1,876 1,895 +19 +1.01%
Natixis Advisors L.P. 377,138 380,932 +3,794 +1.01%
Randolph Co Inc 659,279 665,957 +6,678 +1.01%
Mainstay Capital Management LLC ADV 13,916 14,051 +135 +0.97%
Steigerwald Gordon & Koch Inc. 589,378 594,915 +5,537 +0.94%
Stokes Capital Advisors LLC 149,174 150,579 +1,405 +0.94%
Nations Financial Group Inc. IA ADV 82,583 83,341 +758 +0.92%
Brown Miller Wealth Management LLC 10,314 10,406 +92 +0.89%
Total Clarity Wealth Management Inc. 81,853 82,576 +723 +0.88%
Benedict Financial Advisors Inc. 114,462 115,447 +985 +0.86%
Carmichael Hill & Associates Inc. 8,402 8,472 +70 +0.83%
Pasadena Private Wealth LLC 10,067 10,143 +76 +0.75%
Peak Financial Advisors LLC 24,085 24,255 +170 +0.71%
Principal Financial Group Inc. 2,108,831 2,121,893 +13,062 +0.62%
Stonegate Investment Group LLC 18,076 18,188 +112 +0.62%
SJS Investment Consulting Inc. 1,304 1,312 +8 +0.61%
Lakewood Asset Management LLC 12,878 12,956 +78 +0.61%
Hourglass Capital LLC 316,270 318,170 +1,900 +0.60%
Fulcrum Equity Management 13,091 13,170 +79 +0.60%
Lantz Financial LLC 77,626 78,092 +466 +0.60%
Mirae Asset Global Investments Co. Ltd. 4,851,597 4,880,379 +28,782 +0.59%
RFG Advisory LLC 14,994 15,083 +89 +0.59%
Gulf International Bank UK Ltd 165,396 166,297 +901 +0.54%
Global Retirement Partners LLC 14,046 14,119 +73 +0.52%
Gilman Hill Asset Management LLC 295,493 296,958 +1,465 +0.50%
Sumitomo Mitsui Trust Holdings Inc. 4,986,753 5,011,296 +24,543 +0.49%
Czech National Bank 338,696 340,351 +1,655 +0.49%
Cutter & CO Brokerage Inc. 198,102 199,035 +933 +0.47%
Aspiriant LLC 26,675 26,797 +122 +0.46%
Hollencrest Capital Management 1,713 1,719 +6 +0.35%
BCM Advisors LLC 81,000 81,274 +274 +0.34%
Hennion & Walsh Asset Management Inc. 80,125 80,400 +275 +0.34%
CENTRAL TRUST Co 56,291 56,469 +178 +0.32%
NBC Securities Inc. 37,518 37,627 +109 +0.29%
Albert D Mason Inc. 72,505 72,704 +199 +0.27%
SignalPoint Asset Management LLC 29,665 29,741 +76 +0.26%
Shilanski & Associates Inc. 145,486 145,814 +328 +0.23%
Retirement Systems of Alabama 426,193 426,819 +626 +0.15%
Tradewinds Capital Management LLC 2,339 2,342 +3 +0.13%
Trueblood Wealth Management LLC 12,674 12,689 +15 +0.12%
State of Michigan Retirement System 529,445 529,845 +400 +0.08%
Veriti Management LLC 45,386 45,415 +29 +0.06%
Cullen Investment Group LTD. 51,262 51,282 +20 +0.04%
Callahan Advisors LLC 486,483 486,562 +79 +0.02%
Ridgewood Investments LLC 22,674 22,679 +5 +0.02%
Beach Investment Counsel Inc. PA 50,235 50,236 +1 +0.00%
13F Filers Reporting New Positions In KMI
Wiley BROS. Aintree Capital LLC 0 16,645 +16,645 +100%
L.M. Kohn & Company 0 10,035 +10,035 +100%
Hartline Investment Corp 0 13,887 +13,887 +100%
Norwood Financial Corp 0 1,950 +1,950 +100%
Optimum Investment Advisors 0 350 +350 +100%
Smith Chas P & Associates PA Cpas 0 10,360 +10,360 +100%
Westend Capital Management LLC 0 81 +81 +100%
Busey Wealth Management 0 26,648 +26,648 +100%
Northwest Investment Counselors LLC 0 1,142 +1,142 +100%
Confluence Investment Management LLC 0 4,777,898 +4,777,898 +100%
YHB Investment Advisors Inc. 0 4,584 +4,584 +100%
Mesirow Financial Investment Management Inc. 0 321,619 +321,619 +100%
Nexus Investment Management ULC 0 32,000 +32,000 +100%
Verity & Verity LLC 0 14,464 +14,464 +100%
Perigon Wealth Management LLC 0 10,013 +10,013 +100%
Alaska Permanent Fund Corp 0 3,119 +3,119 +100%
Riverview Trust Co 0 3,232 +3,232 +100%
Bridgewater Advisors Inc. 0 11,011 +11,011 +100%
CAPROCK Group Inc. 0 30,447 +30,447 +100%
Svenska Handelsbanken AB publ 0 880,282 +880,282 +100%
SpiderRock Advisors LLC 0 96,715 +96,715 +100%
Triumph Capital Management 0 30,138 +30,138 +100%
Austin Private Wealth LLC 0 10,526 +10,526 +100%
LifeSteps Financial Inc. 0 922 +922 +100%
Alhambra Investment Partners LLC 0 10,285 +10,285 +100%
First Pacific Financial 0 190 +190 +100%
TFC Financial Management 0 10 +10 +100%
Ellsworth Advisors LLC 0 53,462 +53,462 +100%
Whalen Wealth Management Inc. 0 12,645 +12,645 +100%
Mason & Associates LLC 0 120,686 +120,686 +100%
Congress Wealth Management LLC DE 0 16,519 +16,519 +100%
Confluence Wealth Services Inc. 0 13,809 +13,809 +100%
Redmont Wealth Advisors LLC 0 1,714 +1,714 +100%
Simplicity Wealth LLC 0 26,892 +26,892 +100%
DecisionPoint Financial LLC 0 700 +700 +100%
OFI Invest Asset Management 0 1,846 +1,846 +100%
Norden Group LLC 0 138,450 +138,450 +100%
Focus Financial Network Inc. 0 12,771 +12,771 +100%
nVerses Capital LLC 0 6,500 +6,500 +100%
Accordant Advisory Group Inc 0 77,515 +77,515 +100%
13F Filers With Unchanged Share Count
Cigna Investments Inc. New 20,936 20,936 UNCH 0.00%
Terril Brothers Inc. 18,868 18,868 UNCH 0.00%
City Holding Co. 698 698 UNCH 0.00%
Papp L Roy & Associates 22,255 22,255 UNCH 0.00%
ST Germain D J Co. Inc. 1,134 1,134 UNCH 0.00%
Wendell David Associates Inc. 10,000 10,000 UNCH 0.00%
Godsey & Gibb Associates 525 525 UNCH 0.00%
Barrett & Company Inc. 1,400 1,400 UNCH 0.00%
Kempner Capital Management Inc. 28,200 28,200 UNCH 0.00%
Guyasuta Investment Advisors Inc. 16,552 16,552 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 154,899 154,899 UNCH 0.00%
Duncker Streett & Co. Inc. 17,674 17,674 UNCH 0.00%
Arvest Investments Inc. 1,000 1,000 UNCH 0.00%
Adirondack Trust Co. 1,261 1,261 UNCH 0.00%
Peoples Financial Services CORP. 1 1 UNCH 0.00%
Brave Asset Management Inc. 37,150 37,150 UNCH 0.00%
Alta Capital Management LLC 18,142 18,142 UNCH 0.00%
First Community Trust NA 500 500 UNCH 0.00%
Cullinan Associates Inc. 15,337 15,337 UNCH 0.00%
Viking Fund Management LLC 50,000 50,000 UNCH 0.00%
AlphaMark Advisors LLC 1,000 1,000 UNCH 0.00%
Hunter Associates Investment Management LLC 13,711 13,711 UNCH 0.00%
Adams Asset Advisors LLC 196,525 196,525 UNCH 0.00%
Presima Inc. 45,700 45,700 UNCH 0.00%
Narwhal Capital Management 151,400 151,400 UNCH 0.00%
David R. Rahn & Associates Inc. 15,000 15,000 UNCH 0.00%
Carlton Hofferkamp & Jenks Wealth Management LLC 37,499 37,499 UNCH 0.00%
Rocky Mountain Advisers LLC 534 534 UNCH 0.00%
Alta Advisers Ltd 5,500 5,500 UNCH 0.00%
Heronetta Management L.P. 95,125 95,125 UNCH 0.00%
Oakworth Capital Inc. 2,329 2,329 UNCH 0.00%
R.H. Dinel Investment Counsel Inc. 7,800 7,800 UNCH 0.00%
Cranbrook Wealth Management LLC 484 484 UNCH 0.00%
Joel Isaacson & Co. LLC 24,975 24,975 UNCH 0.00%
CHICAGO TRUST Co NA 12,507 12,507 UNCH 0.00%
MCF Advisors LLC 5,947 5,947 UNCH 0.00%
Compagnie Lombard Odier SCmA 7,500 7,500 UNCH 0.00%
Trust Co 1,418 1,418 UNCH 0.00%
Pensionfund Sabic 75,000 75,000 UNCH 0.00%
Bristlecone Advisors LLC 15,394 15,394 UNCH 0.00%
Pettinga Financial Advisors LLC 13,334 13,334 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 10,108 10,108 UNCH 0.00%
Farmers & Merchants Trust Co of Chambersburg PA 2,000 2,000 UNCH 0.00%
Symmetry Partners LLC 21,180 21,180 UNCH 0.00%
Founders Capital Management 562 562 UNCH 0.00%
Independence Bank of Kentucky 2,328 2,328 UNCH 0.00%
Requisite Capital Management LLC 49,047 49,047 UNCH 0.00%
Ellenbecker Investment Group 15,387 15,387 UNCH 0.00%
Silvant Capital Management LLC 4,802 4,802 UNCH 0.00%
Principle Wealth Partners LLC 14,262 14,262 UNCH 0.00%
Prestige Wealth Management Group LLC 441 441 UNCH 0.00%
PSI Advisors LLC 279 279 UNCH 0.00%
Monticello Wealth Management LLC 14,000 14,000 UNCH 0.00%
CFM Wealth Partners LLC 27,519 27,519 UNCH 0.00%
Key Financial Inc 785 785 UNCH 0.00%
Chronos Wealth Management LLC 18,700 18,700 UNCH 0.00%
Bridgewealth Advisory Group LLC 15,000 15,000 UNCH 0.00%
Iron Horse Wealth Management LLC 3,528 3,528 UNCH 0.00%
DHJJ Financial Advisors Ltd. 680 680 UNCH 0.00%
Lifestyle Asset Management Inc. 14,924 14,924 UNCH 0.00%
Piscataqua Savings Bank 2,088 2,088 UNCH 0.00%
Hedges Asset Management LLC 12,500 12,500 UNCH 0.00%
Jmac Enterprises LLC 12,600 12,600 UNCH 0.00%
Red Tortoise LLC 198 198 UNCH 0.00%
City State Bank 1,253 1,253 UNCH 0.00%
Armstrong Advisory Group Inc. 23,125 23,125 UNCH 0.00%
V Square Quantitative Management LLC 33,313 33,313 UNCH 0.00%
Coston McIsaac & Partners 66 66 UNCH 0.00%
Stephens Consulting LLC 5,923 5,923 UNCH 0.00%
Trifecta Capital Advisors LLC 34 34 UNCH 0.00%
Register Financial Advisors LLC 15,538 15,538 UNCH 0.00%
Prairie Sky Financial Group LLC 15,810 15,810 UNCH 0.00%
Silvia Mccoll Wealth Management LLC 18,465 18,465 UNCH 0.00%
Financial Perspectives Inc 107 107 UNCH 0.00%
Sachetta LLC 92 92 UNCH 0.00%
Chaney Capital Management Inc. 40,250 40,250 UNCH 0.00%
Transcendent Capital Group LLC 279 279 UNCH 0.00%
13F Filers Decreasing KMI Share Count
Rational Advisors LLC 524,367 2,725 -521,642 -99.48%
Graybill Bartz & Assoc Ltd. 195,237 16,060 -179,177 -91.77%
Lindbrook Capital LLC 48,760 4,628 -44,132 -90.51%
Birch Capital Management LLC 23,853 2,636 -21,217 -88.95%
Financial Management Professionals Inc. 949 149 -800 -84.30%
Central Bank & Trust Co. 269,883 69,081 -200,802 -74.40%
Regions Financial Corp 74,614 23,000 -51,614 -69.17%
Alpine Woods Capital Investors LLC 43,700 14,700 -29,000 -66.36%
Blue Bell Private Wealth Management LLC 759 274 -485 -63.90%
Gradient Investments LLC 2,532 1,002 -1,530 -60.43%
Planning Capital Management Corp 1,394 555 -839 -60.19%
WFA Asset Management Corp 1,613 800 -813 -50.40%
Baldwin Brothers Inc. MA 7,638 4,200 -3,438 -45.01%
First Hawaiian Bank 58,020 32,241 -25,779 -44.43%
UMB Bank N A MO 184,883 105,984 -78,899 -42.68%
Evergreen Private Wealth LLC 140,535 83,611 -56,924 -40.51%
Beddow Capital Management Inc. 128,967 79,700 -49,267 -38.20%
North Star Investment Management Corp. 132,866 85,866 -47,000 -35.37%
Catalyst Capital Advisors LLC 524,367 344,523 -179,844 -34.30%
Valued Wealth Advisors LLC 9 6 -3 -33.33%
Tsfg LLC 2,057 1,406 -651 -31.65%
Linden Thomas Advisory Services LLC 140,346 96,333 -44,013 -31.36%
Benjamin Edwards Inc. 21,895 15,396 -6,499 -29.68%
Clarus Group Inc. 45,224 32,839 -12,385 -27.39%
Spire Wealth Management 20,825 15,429 -5,396 -25.91%
Valley National Advisers Inc. 7,328 5,442 -1,886 -25.74%
Capital Asset Advisory Services LLC 16,843 12,579 -4,264 -25.32%
Brookstone Capital Management 740,433 559,270 -181,163 -24.47%
Moloney Securities Asset Management LLC 20,911 15,921 -4,990 -23.86%
True North Advisors LLC 46,175 35,403 -10,772 -23.33%
Fortem Financial Group LLC 16,584 12,993 -3,591 -21.65%
Parkside Financial Bank & Trust 6,931 5,497 -1,434 -20.69%
Independent Investors Inc. 28,616 22,716 -5,900 -20.62%
Schulhoff & Co. Inc. 13,648 10,837 -2,811 -20.60%
Vanguard Capital Wealth Advisors 44,436 35,417 -9,019 -20.30%
River Road Asset Management LLC 1,549,460 1,236,194 -313,266 -20.22%
Oak Ridge Investments LLC 13,893 11,099 -2,794 -20.11%
Tritonpoint Wealth LLC 30,502 24,456 -6,046 -19.82%
Detalus Advisors LLC 33,712 27,680 -6,032 -17.89%
Amalgamated Bank 483,092 403,417 -79,675 -16.49%
International Assets Investment Management LLC 118,051 98,726 -19,325 -16.37%
Valley Brook Capital Group 19,421 16,621 -2,800 -14.42%
Roman Butler Fullerton & Co. 30,775 26,518 -4,257 -13.83%
AdvisorNet Financial Inc 8,941 7,715 -1,226 -13.71%
Exchange Traded Concepts LLC 2,085,719 1,800,097 -285,622 -13.69%
Baxter Bros Inc. 105,784 92,109 -13,675 -12.93%
Krueger & Catalano Capital Partners LLC 13,908 12,123 -1,785 -12.83%
Aurum Wealth Management Group LLC 16,801 14,740 -2,061 -12.27%
Mayflower Financial Advisors LLC 14,555 12,777 -1,778 -12.22%
SeaCrest Wealth Management LLC 20,448 17,955 -2,493 -12.19%
JNBA Financial Advisors 148 130 -18 -12.16%
Kingswood Wealth Advisors LLC 41,791 36,716 -5,075 -12.14%
Trinity Legacy Partners LLC 23,603 20,786 -2,817 -11.93%
Sunflower Bank N.A. 12,564 11,128 -1,436 -11.43%
Moody National Bank Trust Division 15,696 13,936 -1,760 -11.21%
JFS Wealth Advisors LLC 2,216 1,971 -245 -11.06%
Prospect Financial Services LLC 32,297 28,772 -3,525 -10.91%
Cary Street Partners Investment Advisory LLC 105,559 94,505 -11,054 -10.47%
Janney Montgomery Scott LLC 1,625,685 1,461,953 -163,732 -10.07%
A. D. Beadell Investment Counsel Inc. 183,375 165,080 -18,295 -9.98%
Cushing Asset Management LP 3,429,295 3,102,295 -327,000 -9.54%
Orca Investment Management LLC 39,352 35,674 -3,678 -9.35%
Ashton Thomas Private Wealth LLC 43,174 39,251 -3,923 -9.09%
PFG Investments LLC 45,905 41,759 -4,146 -9.03%
Segment Wealth Management LLC 14,465 13,252 -1,213 -8.39%
Guinness Atkinson Asset Management Inc 15,417 14,147 -1,270 -8.24%
Pinnacle Associates Ltd. 124,665 114,410 -10,255 -8.23%
Mitchell & Pahl Private Wealth LLC 15,990 14,692 -1,298 -8.12%
Cary Street Partners Asset Management LLC 69,628 64,162 -5,466 -7.85%
Beese Fulmer Investment Management Inc. 24,218 22,368 -1,850 -7.64%
IMA Wealth Inc. 180,207 166,472 -13,735 -7.62%
Northcape Wealth Management LLC 355,059 328,425 -26,634 -7.50%
Hennessy Advisors Inc. 1,416,391 1,310,991 -105,400 -7.44%
Teamwork Financial Advisors LLC 62,593 58,021 -4,572 -7.30%
Securian Asset Management Inc 122,474 113,900 -8,574 -7.00%
Sunbelt Securities Inc. 107,284 99,846 -7,438 -6.93%
Fortis Group Advisors LLC 15,186 14,169 -1,017 -6.70%
Fiera Capital Corp 29,400 27,475 -1,925 -6.55%
New York State Teachers Retirement System 1,769,667 1,655,948 -113,719 -6.43%
Raymond James & Associates 4,526,686 4,239,448 -287,238 -6.35%
Cubic Asset Management LLC 12,292 11,532 -760 -6.18%
CWM LLC 424,433 398,332 -26,101 -6.15%
Sound Income Strategies LLC 5,148 4,834 -314 -6.10%
MeadowBrook Investment Advisors LLC 31,620 29,695 -1,925 -6.09%
State of Alaska Department of Revenue 285,089 268,294 -16,795 -5.89%
Threadgill Financial LLC 81,416 76,647 -4,769 -5.86%
Global Trust Asset Management LLC 32,572 30,678 -1,894 -5.81%
Hexagon Capital Partners LLC 24,461 23,054 -1,407 -5.75%
Van ECK Associates Corp 598,657 564,464 -34,193 -5.71%
Guinness Asset Management LTD 572,271 540,742 -31,529 -5.51%
Atlas Brown Inc. 13,652 12,905 -747 -5.47%
Foster & Motley Inc. 98,559 93,285 -5,274 -5.35%
Mather Group LLC. 15,733 14,896 -837 -5.32%
Sumitomo Life Insurance Co. 26,999 25,573 -1,426 -5.28%
Chapin Davis Inc. 33,583 31,851 -1,732 -5.16%
New Mexico Educational Retirement Board 102,580 97,380 -5,200 -5.07%
SYSTM Wealth Solutions LLC 96,569 91,697 -4,872 -5.05%
Future Financial Wealth Managment LLC 19,099 18,139 -960 -5.03%
Stratos Wealth Advisors LLC 138,270 131,447 -6,823 -4.93%
Bank of New York Mellon Corp 13,914,225 13,251,014 -663,211 -4.77%
Mendota Financial Group LLC 8,806 8,396 -410 -4.66%
Hartford Investment Management Co. 130,372 124,400 -5,972 -4.58%
Quad Cities Investment Group LLC 37,036 35,348 -1,688 -4.56%
Janney Capital Management LLC 127,795 121,981 -5,814 -4.55%
Farmers Trust Co. 278,014 265,514 -12,500 -4.50%
Chicago Partners Investment Group LLC 820,844 784,073 -36,771 -4.48%
Greenleaf Trust 58,557 55,941 -2,616 -4.47%
Evanson Asset Management LLC 13,641 13,056 -585 -4.29%
Rosenberg Matthew Hamilton 10,719 10,281 -438 -4.09%
Lathrop Investment Management Corp 636,392 610,561 -25,831 -4.06%
Adviser Investments LLC 14,251 13,706 -545 -3.82%
Sigma Investment Counselors Inc. 101,524 97,711 -3,813 -3.76%
Louisiana State Employees Retirement System 116,900 112,600 -4,300 -3.68%
Everett Harris & Co. CA 179,223 172,645 -6,578 -3.67%
Acorn Wealth Advisors LLC 24,115 23,293 -822 -3.41%
Courier Capital LLC 122,087 117,922 -4,165 -3.41%
Harbor Investment Advisory LLC 1,250 1,208 -42 -3.36%
Schnieders Capital Management LLC 29,406 28,448 -958 -3.26%
Walter & Keenan Financial Consulting Co. MI ADV 32,469 31,411 -1,058 -3.26%
First Horizon Advisors Inc. 13,278 12,849 -429 -3.23%
Clearview Wealth Advisors LLC 18,225 17,664 -561 -3.08%
Cherry Tree Wealth Management LLC 19,737 19,137 -600 -3.04%
Trust Co. of Oklahoma 34,125 33,089 -1,036 -3.04%
Griffin Asset Management Inc. 98,170 95,281 -2,889 -2.94%
Armor Investment Advisors LLC 25,033 24,305 -728 -2.91%
Allspring Global Investments Holdings LLC 95,652 93,115 -2,537 -2.65%
Country Club Bank GFN 14,322 13,947 -375 -2.62%
Cornerstone Capital Inc. 354,275 345,195 -9,080 -2.56%
CHURCHILL MANAGEMENT Corp 499,073 486,610 -12,463 -2.50%
Yousif Capital Management LLC 348,221 339,669 -8,552 -2.46%
BLB&B Advisors LLC 14,090 13,773 -317 -2.25%
Toth Financial Advisory Corp 3,138 3,070 -68 -2.17%
Investors Asset Management of Georgia Inc. GA ADV 23,590 23,090 -500 -2.12%
Grimes & Company Inc. 12,979 12,721 -258 -1.99%
Lake Street Financial LLC 33,866 33,254 -612 -1.81%
TrueMark Investments LLC 103,849 101,993 -1,856 -1.79%
Donald L. Hagan LLC 56,501 55,489 -1,012 -1.79%
B.O.S.S. Retirement Advisors LLC 112,647 110,749 -1,898 -1.68%
Lauer Wealth LLC 17,227 16,957 -270 -1.57%
TrueWealth Advisors LLC 49,458 48,683 -775 -1.57%
Camden National Bank 331,479 326,298 -5,181 -1.56%
MBM Wealth Consultants LLC 13,380 13,186 -194 -1.45%
Accel Wealth Management 99,280 97,880 -1,400 -1.41%
Inlet Private Wealth LLC 85,700 84,700 -1,000 -1.17%
IFM Investors Pty Ltd 625,480 618,562 -6,918 -1.11%
Capital Investment Advisory Services LLC 56,261 55,667 -594 -1.06%
Virginia Wealth Management Group Inc. 168,582 166,811 -1,771 -1.05%
Advisors Management Group Inc. ADV 41,874 41,437 -437 -1.04%
Stratos Wealth Partners LTD. 55,602 55,070 -532 -0.96%
Alpha Omega Wealth Management LLC 153,743 152,321 -1,422 -0.92%
Hedeker Wealth LLC 145,307 143,969 -1,338 -0.92%
Newbridge Financial Services Group Inc. 8,012 7,939 -73 -0.91%
Oak Harvest Investment Services 535,881 531,270 -4,611 -0.86%
Nichols & Pratt Advisers LLP MA 1,864,738 1,850,077 -14,661 -0.79%
Venturi Wealth Management LLC 10,088 10,009 -79 -0.78%
Allworth Financial LP 29,021 28,808 -213 -0.73%
Wealth Enhancement Advisory Services LLC 673,001 668,536 -4,465 -0.66%
Fruth Investment Management 30,238 30,037 -201 -0.66%
Raymond James Financial Services Advisors Inc. 1,414,889 1,406,149 -8,740 -0.62%
West Paces Advisors Inc. 11,062 10,995 -67 -0.61%
Premier Path Wealth Partners LLC 39,204 38,980 -224 -0.57%
Pinnacle Financial Partners Inc. 65,276 64,906 -370 -0.57%
Tyche Wealth Partners LLC 18,711 18,607 -104 -0.56%
Los Angeles Capital Management & Equity Research Inc. 51,666 51,414 -252 -0.49%
Proequities Inc. 36,402 36,227 -175 -0.48%
Pinnacle West Asset Management Inc. 96,033 95,650 -383 -0.40%
Uncommon Cents Investing LLC 56,415 56,195 -220 -0.39%
CVA Family Office LLC 106,697 106,322 -375 -0.35%
Madison Park Capital Advisors LLC 30,434 30,332 -102 -0.34%
Cornerstone Wealth Management LLC 38,563 38,435 -128 -0.33%
Ferguson Wellman Capital Management Inc. 509,705 508,128 -1,577 -0.31%
Charter Trust Co. 180,749 180,280 -469 -0.26%
Procyon Private Wealth Partners LLC 27,482 27,417 -65 -0.24%
Spirit of America Management Corp NY 430,244 429,244 -1,000 -0.23%
Saxon Interests Inc. 21,335 21,296 -39 -0.18%
Park Place Capital Corp 649 648 -1 -0.15%
Sentry LLC 13,975 13,956 -19 -0.14%
TRUE Private Wealth Advisors 10,697 10,684 -13 -0.12%
13F Filers Exiting KMI
Ables Iannone Moore & Associates Inc. 342 0 -342 -100.00%
BKM Wealth Management LLC 729 0 -729 -100.00%
Turtle Creek Wealth Advisors LLC 2,572 0 -2,572 -100.00%
Dupree Financial Group LLC 707,347 0 -707,347 -100.00%
Consolidated Portfolio Review Corp 23,820 0 -23,820 -100.00%
Oak Hill Wealth Advisors LLC 10,157 0 -10,157 -100.00%
Daymark Wealth Partners LLC 14,337 0 -14,337 -100.00%
Citizens Business Bank 19,348 0 -19,348 -100.00%
FSC Wealth Advisors LLC 400 0 -400 -100.00%
Peterson Financial Group Inc. 75,529 0 -75,529 -100.00%
Activest Wealth Management 1,700 0 -1,700 -100.00%
Clarity Financial LLC 11,034 0 -11,034 -100.00%
Planned Solutions Inc. 384 0 -384 -100.00%
Source Financial Advisors LLC 10,360 0 -10,360 -100.00%
Tennessee Valley Asset Management Partners 665 0 -665 -100.00%
Advisor Resource Council 19,926 0 -19,926 -100.00%
CWS Financial Advisors LLC 24,955 0 -24,955 -100.00%
Beacon Financial Advisory LLC 10,286 0 -10,286 -100.00%
Weaver Consulting Group 10,075 0 -10,075 -100.00%
Inscription Capital LLC 130,729 0 -130,729 -100.00%
Outlook Wealth Advisors LLC 12,896 0 -12,896 -100.00%
Reitz Capital Advisors LLC 10,465 0 -10,465 -100.00%
Wealth Alliance Advisory Group LLC 10,570 0 -10,570 -100.00%
Rheos Capital Works Inc. 1,080,000 0 -1,080,000 -100.00%
G&S Capital LLC 10,904 0 -10,904 -100.00%
OmniStar Financial Group Inc. 39,419 0 -39,419 -100.00%
Counterpoint Mutual Funds LLC 10,341 0 -10,341 -100.00%
Meridian Wealth Management LLC 222,610 0 -222,610 -100.00%
Douglas Lane & Associates LLC 10,450 0 -10,450 -100.00%
Trust Point Inc. 18,475 0 -18,475 -100.00%
Richardson Capital Management LLC 10,000 0 -10,000 -100.00%
Court Place Advisors LLC 15,007 0 -15,007 -100.00%
Aviance Capital Partners LLC 11,939 0 -11,939 -100.00%
Cutler Group LP 10,462 0 -10,462 -100.00%
Atlas Capital Advisors LLC 4,927 0 -4,927 -100.00%
Webster Bank N. A. 3,025 0 -3,025 -100.00%
Vaughan Nelson Investment Management L.P. 49 0 -49 -100.00%
Capital Advisors Inc. OK 102,553 0 -102,553 -100.00%

See Summary: Institutional Holders of KMI
See Details: Top 10 Hedge Funds Holding KMI
Also See: KMI Insider Buying

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