 |
|
|
This page summarizes the LH 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 LH 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 LH Share Count |
|---|
| Simplex Trading LLC |
117 |
5,043 |
+4,926 |
+4210.26% |
| Smartleaf Asset Management LLC |
4 |
77 |
+73 |
+1825.00% |
| Grove Bank & Trust |
169 |
2,492 |
+2,323 |
+1374.56% |
| Robeco Institutional Asset Management B.V. |
6,607 |
33,834 |
+27,227 |
+412.09% |
| McClarren Financial Advisors Inc. |
53 |
219 |
+166 |
+313.21% |
| Zurcher Kantonalbank Zurich Cantonalbank |
28,916 |
80,153 |
+51,237 |
+177.19% |
| Allspring Global Investments Holdings LLC |
1,016,283 |
1,613,854 |
+597,571 |
+58.80% |
| Lindbrook Capital LLC |
946 |
1,486 |
+540 |
+57.08% |
| Sequoia Financial Advisors LLC |
87,417 |
135,161 |
+47,744 |
+54.62% |
| JFS Wealth Advisors LLC |
45 |
68 |
+23 |
+51.11% |
| Concord Wealth Partners |
183 |
275 |
+92 |
+50.27% |
| Raymond James Financial Services Advisors Inc. |
27,045 |
40,069 |
+13,024 |
+48.16% |
| Montag & Caldwell LLC |
1,959 |
2,752 |
+793 |
+40.48% |
| American National Bank |
32,807 |
45,561 |
+12,754 |
+38.88% |
| Natixis Advisors L.P. |
128,464 |
176,313 |
+47,849 |
+37.25% |
| Crestmont Private Wealth LLC |
1,496 |
2,050 |
+554 |
+37.03% |
| Boston Trust Walden Corp |
23,061 |
31,332 |
+8,271 |
+35.87% |
| Capital Investment Advisors LLC |
1,262 |
1,662 |
+400 |
+31.70% |
| Parkside Financial Bank & Trust |
526 |
691 |
+165 |
+31.37% |
| Lincoln National Corp |
1,328 |
1,739 |
+411 |
+30.95% |
| BI Asset Management Fondsmaeglerselskab A S |
1,785 |
2,298 |
+513 |
+28.74% |
| Mirae Asset Global Investments Co. Ltd. |
43,302 |
55,219 |
+11,917 |
+27.52% |
| Everett Harris & Co. CA |
18,703 |
23,576 |
+4,873 |
+26.05% |
| CWM LLC |
3,060 |
3,846 |
+786 |
+25.69% |
| Jag Capital Management LLC |
10,817 |
13,539 |
+2,722 |
+25.16% |
| Everpar Advisors LLC |
934 |
1,169 |
+235 |
+25.16% |
| Huntington National Bank |
884 |
1,098 |
+214 |
+24.21% |
| Nordea Investment Management AB |
525,105 |
649,382 |
+124,277 |
+23.67% |
| Wedge Capital Management L L P NC |
142,241 |
174,920 |
+32,679 |
+22.97% |
| Stonegate Investment Group LLC |
1,401 |
1,715 |
+314 |
+22.41% |
| Ronald Blue Trust Inc. |
122 |
146 |
+24 |
+19.67% |
| Trust Co. of Vermont |
4,413 |
5,261 |
+848 |
+19.22% |
| Duncker Streett & Co. Inc. |
2,147 |
2,547 |
+400 |
+18.63% |
| V Square Quantitative Management LLC |
2,006 |
2,347 |
+341 |
+17.00% |
| DekaBank Deutsche Girozentrale |
164,527 |
187,286 |
+22,759 |
+13.83% |
| Dynamic Advisor Solutions LLC |
960 |
1,088 |
+128 |
+13.33% |
| Tokio Marine Asset Management Co. Ltd. |
1,840 |
2,049 |
+209 |
+11.36% |
| Brown Advisory Inc. |
51,568 |
57,209 |
+5,641 |
+10.94% |
| Cambridge Investment Research Advisors Inc. |
8,069 |
8,931 |
+862 |
+10.68% |
| BNP Paribas Arbitrage SA |
143,661 |
158,188 |
+14,527 |
+10.11% |
| Harbor Investment Advisory LLC |
2,141 |
2,354 |
+213 |
+9.95% |
| Cardinal Capital Management |
30,583 |
33,552 |
+2,969 |
+9.71% |
| Proequities Inc. |
3,572 |
3,902 |
+330 |
+9.24% |
| Valeo Financial Advisors LLC |
7,157 |
7,808 |
+651 |
+9.10% |
| Verdence Capital Advisors LLC |
1,724 |
1,878 |
+154 |
+8.93% |
| Tempus Wealth Planning LLC |
1,484 |
1,616 |
+132 |
+8.89% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
3,634 |
3,955 |
+321 |
+8.83% |
| River Road Asset Management LLC |
109,801 |
119,118 |
+9,317 |
+8.49% |
| Mcrae Capital Management Inc. |
73,912 |
79,748 |
+5,836 |
+7.90% |
| Capital Advisors Ltd. LLC |
38 |
41 |
+3 |
+7.89% |
| Aviance Capital Partners LLC |
3,536 |
3,808 |
+272 |
+7.69% |
| New Century Financial Group LLC |
2,320 |
2,495 |
+175 |
+7.54% |
| Assenagon Asset Management S.A. |
12,087 |
12,929 |
+842 |
+6.97% |
| Hudson Capital Management LLC |
14,790 |
15,821 |
+1,031 |
+6.97% |
| Transcend Wealth Collective LLC |
1,307 |
1,398 |
+91 |
+6.96% |
| Cooper Financial Group |
4,190 |
4,472 |
+282 |
+6.73% |
| OLD National Bancorp IN |
1,631 |
1,739 |
+108 |
+6.62% |
| Commerce Bank |
31,833 |
33,934 |
+2,101 |
+6.60% |
| Geneos Wealth Management Inc. |
141 |
150 |
+9 |
+6.38% |
| Cubic Asset Management LLC |
3,080 |
3,262 |
+182 |
+5.91% |
| Regions Financial Corp |
15,670 |
16,573 |
+903 |
+5.76% |
| Compass Wealth Management LLC |
1,312 |
1,379 |
+67 |
+5.11% |
| Leeward Investments LLC MA |
73,456 |
77,106 |
+3,650 |
+4.97% |
| Patten Group Inc. |
1,031 |
1,078 |
+47 |
+4.56% |
| GAMMA Investing LLC |
711 |
743 |
+32 |
+4.50% |
| Checchi Capital Advisers LLC |
1,052 |
1,099 |
+47 |
+4.47% |
| Van ECK Associates Corp |
1,254 |
1,305 |
+51 |
+4.07% |
| Daiwa Securities Group Inc. |
9,163 |
9,482 |
+319 |
+3.48% |
| Wealth Enhancement Advisory Services LLC |
16,031 |
16,581 |
+550 |
+3.43% |
| Bruce G. Allen Investments LLC |
264 |
273 |
+9 |
+3.41% |
| Baker Ellis Asset Management LLC |
8,566 |
8,846 |
+280 |
+3.27% |
| Atlas Capital Advisors LLC |
3,959 |
4,085 |
+126 |
+3.18% |
| AMI Asset Management Corp |
211,358 |
217,698 |
+6,340 |
+3.00% |
| Summit Trail Advisors LLC |
1,081 |
1,112 |
+31 |
+2.87% |
| Pinnacle Financial Partners Inc. |
41,351 |
42,501 |
+1,150 |
+2.78% |
| Fulton Bank N.A. |
1,373 |
1,410 |
+37 |
+2.69% |
| GHP Investment Advisors Inc. |
31,430 |
32,229 |
+799 |
+2.54% |
| Foster & Motley Inc. |
7,184 |
7,361 |
+177 |
+2.46% |
| Veriti Management LLC |
4,191 |
4,291 |
+100 |
+2.39% |
| CAPROCK Group Inc. |
3,084 |
3,151 |
+67 |
+2.17% |
| Jacobs & Co. CA |
23,206 |
23,630 |
+424 |
+1.83% |
| Connecticut Wealth Management LLC |
2,921 |
2,973 |
+52 |
+1.78% |
| Pinnacle Associates Ltd. |
1,021 |
1,038 |
+17 |
+1.67% |
| Principal Financial Group Inc. |
96,424 |
97,959 |
+1,535 |
+1.59% |
| Strategic Investment Advisors MI |
1,213 |
1,232 |
+19 |
+1.57% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
7,541 |
7,651 |
+110 |
+1.46% |
| New Potomac Partners LLC |
10,777 |
10,927 |
+150 |
+1.39% |
| Carmel Capital Partners LLC |
5,082 |
5,152 |
+70 |
+1.38% |
| Clifford Swan Investment Counsel LLC |
81,348 |
82,435 |
+1,087 |
+1.34% |
| Aurum Wealth Management Group LLC |
1,004 |
1,017 |
+13 |
+1.29% |
| NBC Securities Inc. |
696 |
704 |
+8 |
+1.15% |
| Meridian Financial Partners LLC |
4,993 |
5,049 |
+56 |
+1.12% |
| MCF Advisors LLC |
92 |
93 |
+1 |
+1.09% |
| Resonant Capital Advisors LLC |
3,019 |
3,052 |
+33 |
+1.09% |
| Marietta Wealth Management LLC |
12,832 |
12,965 |
+133 |
+1.04% |
| TFC Financial Management |
99 |
100 |
+1 |
+1.01% |
| NorthCrest Asset Manangement LLC |
37,659 |
38,025 |
+366 |
+0.97% |
| Raymond James & Associates |
118,243 |
119,309 |
+1,066 |
+0.90% |
| Cary Street Partners Investment Advisory LLC |
16,333 |
16,473 |
+140 |
+0.86% |
| First Horizon Advisors Inc. |
2,734 |
2,757 |
+23 |
+0.84% |
| Financial Counselors Inc. |
50,196 |
50,511 |
+315 |
+0.63% |
| Atwood & Palmer Inc. |
1,000 |
1,006 |
+6 |
+0.60% |
| American Capital Advisory LLC |
4,919 |
4,945 |
+26 |
+0.53% |
| Cambiar Investors LLC |
240,537 |
241,749 |
+1,212 |
+0.50% |
| Pinnacle Bank |
1,070 |
1,075 |
+5 |
+0.47% |
| Belfer Management LLC |
1,310 |
1,316 |
+6 |
+0.46% |
| Unison Advisors LLC |
11,002 |
11,053 |
+51 |
+0.46% |
| Czech National Bank |
14,870 |
14,938 |
+68 |
+0.46% |
| Mill Capital Management LLC |
62,529 |
62,809 |
+280 |
+0.45% |
| Leavell Investment Management Inc. |
5,717 |
5,742 |
+25 |
+0.44% |
| Satovsky Asset Management LLC |
1,097 |
1,101 |
+4 |
+0.36% |
| Lathrop Investment Management Corp |
66,292 |
66,486 |
+194 |
+0.29% |
| Willis Investment Counsel |
63,842 |
63,991 |
+149 |
+0.23% |
| Retirement Systems of Alabama |
18,711 |
18,739 |
+28 |
+0.15% |
| Triangle Securities Wealth Management |
3,713 |
3,717 |
+4 |
+0.11% |
| Banyan Capital Management Inc. |
34,825 |
34,856 |
+31 |
+0.09% |
| Tritonpoint Wealth LLC |
11,592 |
11,603 |
+11 |
+0.09% |
| Chatham Capital Group Inc. |
1,237 |
1,238 |
+1 |
+0.08% |
| Whittier Trust Co. |
1,340 |
1,341 |
+1 |
+0.07% |
| Nisa Investment Advisors LLC |
29,634 |
29,641 |
+7 |
+0.02% |
| MBL Wealth LLC |
42,360 |
42,365 |
+5 |
+0.01% |
| 13F Filers Reporting New Positions In LH |
|---|
| First Financialcorp IN |
0 |
26 |
+26 |
+100% |
| American National Bank & Trust Co. VA |
0 |
1,298 |
+1,298 |
+100% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
0 |
15,706 |
+15,706 |
+100% |
| Westend Capital Management LLC |
0 |
0 |
UNCH |
100% |
| GSA Capital Partners LLP |
0 |
1,844 |
+1,844 |
+100% |
| First National Bank of Mount Dora Trust Investment Services |
0 |
6,490 |
+6,490 |
+100% |
| Capstone Investment Advisors LLC |
0 |
1,381 |
+1,381 |
+100% |
| Benjamin Edwards Inc. |
0 |
75 |
+75 |
+100% |
| YHB Investment Advisors Inc. |
0 |
72 |
+72 |
+100% |
| St. James Investment Company LLC |
0 |
951 |
+951 |
+100% |
| Mather Group LLC. |
0 |
626 |
+626 |
+100% |
| Riverview Trust Co |
0 |
62 |
+62 |
+100% |
| Simon Quick Advisors LLC |
0 |
1,464 |
+1,464 |
+100% |
| FORA Capital LLC |
0 |
18,991 |
+18,991 |
+100% |
| Simplicity Wealth LLC |
0 |
1,906 |
+1,906 |
+100% |
| Global Assets Advisory LLC |
0 |
28,126 |
+28,126 |
+100% |
| Fidelis Capital Partners LLC |
0 |
569 |
+569 |
+100% |
| PFG Investments LLC |
0 |
927 |
+927 |
+100% |
| Gilliland Jeter Wealth Management LLC |
0 |
16 |
+16 |
+100% |
| Pullen Investment Management LLC |
0 |
7,364 |
+7,364 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Hazlett Burt & Watson Inc. |
2,236 |
2,236 |
UNCH |
0.00% |
| Stonebridge Capital Management Inc. |
3,870 |
3,870 |
UNCH |
0.00% |
| State of Michigan Retirement System |
25,587 |
25,587 |
UNCH |
0.00% |
| Chemung Canal Trust Co. |
1,432 |
1,432 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
77 |
77 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
9,243 |
9,243 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
250 |
250 |
UNCH |
0.00% |
| Tompkins Financial Corp |
1,006 |
1,006 |
UNCH |
0.00% |
| Optimum Investment Advisors |
2,350 |
2,350 |
UNCH |
0.00% |
| Saybrook Capital NC |
2,500 |
2,500 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
237 |
237 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
70 |
70 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
307 |
307 |
UNCH |
0.00% |
| First United Bank Trust |
30 |
30 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
248 |
248 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
37 |
37 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
380 |
380 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
659 |
659 |
UNCH |
0.00% |
| Hunter Associates Investment Management LLC |
20,145 |
20,145 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
965 |
965 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
670 |
670 |
UNCH |
0.00% |
| Hourglass Capital LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Ipswich Investment Management Co. Inc. |
1,610 |
1,610 |
UNCH |
0.00% |
| Asset Dedication LLC |
12 |
12 |
UNCH |
0.00% |
| Supplemental Annuity Collective Trust of NJ |
5,000 |
5,000 |
UNCH |
0.00% |
| Westover Capital Advisors LLC |
1,015 |
1,015 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
17 |
17 |
UNCH |
0.00% |
| Institute for Wealth Management LLC. |
1,323 |
1,323 |
UNCH |
0.00% |
| Alta Advisers Ltd |
300 |
300 |
UNCH |
0.00% |
| South Dakota Investment Council |
10,416 |
10,416 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
152 |
152 |
UNCH |
0.00% |
| Gilman Hill Asset Management LLC |
1,828 |
1,828 |
UNCH |
0.00% |
| AMF Pensionsforsakring AB |
46,456 |
46,456 |
UNCH |
0.00% |
| Thomasville National Bank |
1,172 |
1,172 |
UNCH |
0.00% |
| A. D. Beadell Investment Counsel Inc. |
4,344 |
4,344 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
84 |
84 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
7,278 |
7,278 |
UNCH |
0.00% |
| Private Ocean LLC |
125 |
125 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
170 |
170 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
9 |
9 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
14 |
14 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
190 |
190 |
UNCH |
0.00% |
| Symmetry Partners LLC |
1,581 |
1,581 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
17,480 |
17,480 |
UNCH |
0.00% |
| Wsfs Capital Management LLC |
966 |
966 |
UNCH |
0.00% |
| Bogart Wealth LLC |
4 |
4 |
UNCH |
0.00% |
| Parisi Gray Wealth Management |
2,402 |
2,402 |
UNCH |
0.00% |
| Larson Financial Group LLC |
38 |
38 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
976 |
976 |
UNCH |
0.00% |
| CNB Bank |
82 |
82 |
UNCH |
0.00% |
| Versant Capital Management Inc |
25 |
25 |
UNCH |
0.00% |
| Essex Savings Bank |
1,242 |
1,242 |
UNCH |
0.00% |
| Inlet Private Wealth LLC |
15,817 |
15,817 |
UNCH |
0.00% |
| Salomon & Ludwin LLC |
120 |
120 |
UNCH |
0.00% |
| VeraBank N.A. |
1,000 |
1,000 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
13 |
13 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
68 |
68 |
UNCH |
0.00% |
| Bay Harbor Wealth Management LLC |
4 |
4 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
52 |
52 |
UNCH |
0.00% |
| PSI Advisors LLC |
366 |
366 |
UNCH |
0.00% |
| Avion Wealth |
6 |
6 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
6,754 |
6,754 |
UNCH |
0.00% |
| Live Oak Private Wealth LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| S.A. Mason LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| Key Financial Inc |
2,153 |
2,153 |
UNCH |
0.00% |
| CVA Family Office LLC |
5 |
5 |
UNCH |
0.00% |
| RMR Wealth Builders |
1,076 |
1,076 |
UNCH |
0.00% |
| Lountzis Asset Management LLC |
9,518 |
9,518 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
285 |
285 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
26 |
26 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
50 |
50 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
2 |
2 |
UNCH |
0.00% |
| Ridgecrest Wealth Partners LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Bradley & Co. Private Wealth Management LLC |
80 |
80 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
194 |
194 |
UNCH |
0.00% |
| Northcape Wealth Management LLC |
1,382 |
1,382 |
UNCH |
0.00% |
| City State Bank |
10 |
10 |
UNCH |
0.00% |
| Hutchens & Kramer Investment Management Group LLC |
1,547 |
1,547 |
UNCH |
0.00% |
| Carr Financial Group Corp |
1,200 |
1,200 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
28 |
28 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
38 |
38 |
UNCH |
0.00% |
| Daymark Wealth Partners LLC |
7,915 |
7,915 |
UNCH |
0.00% |
| Stephens Consulting LLC |
50 |
50 |
UNCH |
0.00% |
| Lodestar Private Asset Management LLC |
981 |
981 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
760 |
760 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
20 |
20 |
UNCH |
0.00% |
| Valued Wealth Advisors LLC |
2 |
2 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
40 |
40 |
UNCH |
0.00% |
| Hara Capital LLC |
1,430 |
1,430 |
UNCH |
0.00% |
| Sachetta LLC |
40 |
40 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
25 |
25 |
UNCH |
0.00% |
| Planning Capital Management Corp |
6 |
6 |
UNCH |
0.00% |
| Ables Iannone Moore & Associates Inc. |
1,625 |
1,625 |
UNCH |
0.00% |
| 13F Filers Decreasing LH Share Count |
|---|
| Financial Management Professionals Inc. |
83 |
12 |
-71 |
-85.54% |
| Banque Cantonale Vaudoise |
5,977 |
1,262 |
-4,715 |
-78.89% |
| Exchange Traded Concepts LLC |
165 |
39 |
-126 |
-76.36% |
| Baldwin Brothers Inc. MA |
80 |
20 |
-60 |
-75.00% |
| Whittier Trust Co. of Nevada Inc. |
785 |
224 |
-561 |
-71.46% |
| Alpine Woods Capital Investors LLC |
22,998 |
11,126 |
-11,872 |
-51.62% |
| Park Place Capital Corp |
344 |
173 |
-171 |
-49.71% |
| DNB Asset Management AS |
99,282 |
50,364 |
-48,918 |
-49.27% |
| Global Retirement Partners LLC |
961 |
492 |
-469 |
-48.80% |
| Oregon Public Employees Retirement Fund |
13,087 |
7,248 |
-5,839 |
-44.62% |
| Montgomery Investment Management Inc. |
10,110 |
5,610 |
-4,500 |
-44.51% |
| AdvisorNet Financial Inc |
34 |
20 |
-14 |
-41.18% |
| Park Avenue Securities LLC |
9,170 |
5,497 |
-3,673 |
-40.05% |
| Csenge Advisory Group |
1,491 |
936 |
-555 |
-37.22% |
| Hahn Capital Management LLC |
47,019 |
29,648 |
-17,371 |
-36.94% |
| Tobam |
911 |
591 |
-320 |
-35.13% |
| Oakworth Capital Inc. |
308 |
208 |
-100 |
-32.47% |
| Azzad Asset Management Inc. ADV |
4,090 |
2,892 |
-1,198 |
-29.29% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
11,007 |
7,807 |
-3,200 |
-29.07% |
| Kestra Private Wealth Services LLC |
4,098 |
2,940 |
-1,158 |
-28.26% |
| Amalgamated Bank |
23,743 |
17,559 |
-6,184 |
-26.05% |
| Signaturefd LLC |
1,241 |
945 |
-296 |
-23.85% |
| Spire Wealth Management |
899 |
694 |
-205 |
-22.80% |
| Newbridge Financial Services Group Inc. |
51 |
40 |
-11 |
-21.57% |
| West Paces Advisors Inc. |
145 |
117 |
-28 |
-19.31% |
| Mn Services Vermogensbeheer B.V. |
42,298 |
34,298 |
-8,000 |
-18.91% |
| Commonwealth Equity Services LLC |
21,019 |
17,534 |
-3,485 |
-16.58% |
| State of Alaska Department of Revenue |
26,212 |
22,137 |
-4,075 |
-15.55% |
| Welch & Forbes LLC |
2,613 |
2,220 |
-393 |
-15.04% |
| Handelsinvest Investeringsforvaltning |
4,798 |
4,087 |
-711 |
-14.82% |
| Franklin Street Advisors Inc. NC |
2,012 |
1,729 |
-283 |
-14.07% |
| Eagle Rock Investment Company LLC |
9,352 |
8,086 |
-1,266 |
-13.54% |
| Mayar Capital Ltd. |
23,146 |
20,119 |
-3,027 |
-13.08% |
| Allworth Financial LP |
384 |
335 |
-49 |
-12.76% |
| BKD Wealth Advisors LLC |
9,826 |
8,706 |
-1,120 |
-11.40% |
| Wealthfront Advisers LLC |
5,571 |
4,957 |
-614 |
-11.02% |
| SJS Investment Consulting Inc. |
10 |
9 |
-1 |
-10.00% |
| Grandview Asset Management LLC |
2,205 |
1,985 |
-220 |
-9.98% |
| Hunter Perkins Capital Management LLC |
132,244 |
119,110 |
-13,134 |
-9.93% |
| Securian Asset Management Inc |
5,376 |
4,853 |
-523 |
-9.73% |
| Essex Financial Services Inc. |
2,679 |
2,428 |
-251 |
-9.37% |
| Parsons Capital Management Inc. RI |
3,281 |
2,975 |
-306 |
-9.33% |
| Private Advisor Group LLC |
6,782 |
6,150 |
-632 |
-9.32% |
| Rehmann Capital Advisory Group |
3,240 |
2,944 |
-296 |
-9.14% |
| Asset Management One Co. Ltd. |
37,136 |
33,828 |
-3,308 |
-8.91% |
| New Mexico Educational Retirement Board |
4,629 |
4,229 |
-400 |
-8.64% |
| Quent Capital LLC |
151 |
138 |
-13 |
-8.61% |
| Cornell Pochily Investment Advisors Inc. |
2,830 |
2,605 |
-225 |
-7.95% |
| Investment Advisory Services Inc. TX ADV |
4,762 |
4,393 |
-369 |
-7.75% |
| Yousif Capital Management LLC |
15,318 |
14,208 |
-1,110 |
-7.25% |
| Iridian Asset Management LLC CT |
24,848 |
23,122 |
-1,726 |
-6.95% |
| Pure Financial Advisors Inc. |
1,104 |
1,036 |
-68 |
-6.16% |
| New York State Teachers Retirement System |
83,517 |
78,421 |
-5,096 |
-6.10% |
| Insight Inv LLC |
3,710 |
3,485 |
-225 |
-6.06% |
| Horizon Bancorp Inc. IN |
141 |
133 |
-8 |
-5.67% |
| DAVENPORT & Co LLC |
3,638 |
3,435 |
-203 |
-5.58% |
| Romano Brothers AND Company |
14,963 |
14,163 |
-800 |
-5.35% |
| First Hawaiian Bank |
7,610 |
7,219 |
-391 |
-5.14% |
| Cohen Klingenstein LLC |
27,701 |
26,279 |
-1,422 |
-5.13% |
| Bank of New York Mellon Corp |
720,605 |
684,945 |
-35,660 |
-4.95% |
| Ulland Investment Advisors LLC |
1,881 |
1,790 |
-91 |
-4.84% |
| Flagship Harbor Advisors LLC |
1,399 |
1,336 |
-63 |
-4.50% |
| Klingenstein Fields & Co. LP |
3,199 |
3,057 |
-142 |
-4.44% |
| Private Trust Co. NA |
1,369 |
1,311 |
-58 |
-4.24% |
| Hartford Investment Management Co. |
5,717 |
5,479 |
-238 |
-4.16% |
| Barry Investment Advisors LLC |
3,470 |
3,326 |
-144 |
-4.15% |
| Brave Asset Management Inc. |
1,037 |
995 |
-42 |
-4.05% |
| Louisiana State Employees Retirement System |
5,100 |
4,900 |
-200 |
-3.92% |
| Galvin Gaustad & Stein LLC |
97,179 |
93,885 |
-3,294 |
-3.39% |
| Equitable Trust Co. |
131,242 |
127,199 |
-4,043 |
-3.08% |
| Country Club Bank GFN |
16,138 |
15,652 |
-486 |
-3.01% |
| Asio Capital LLC |
12,128 |
11,783 |
-345 |
-2.84% |
| Covenant Partners LLC |
1,178 |
1,145 |
-33 |
-2.80% |
| Greenleaf Trust |
2,652 |
2,582 |
-70 |
-2.64% |
| Shikiar Asset Management Inc. |
1,990 |
1,940 |
-50 |
-2.51% |
| State of New Jersey Common Pension Fund D |
46,648 |
45,481 |
-1,167 |
-2.50% |
| CENTRAL TRUST Co |
1,550 |
1,515 |
-35 |
-2.26% |
| Arkadios Wealth Advisors |
1,110 |
1,085 |
-25 |
-2.25% |
| White Pine Investment CO |
18,476 |
18,134 |
-342 |
-1.85% |
| First Personal Financial Services |
2,776 |
2,726 |
-50 |
-1.80% |
| Mutual of America Capital Management LLC |
13,474 |
13,232 |
-242 |
-1.80% |
| Wealthcare Advisory Partners LLC |
1,979 |
1,944 |
-35 |
-1.77% |
| Chevy Chase Trust Holdings Inc. |
52,943 |
52,008 |
-935 |
-1.77% |
| Fragasso Group Inc. |
20,889 |
20,531 |
-358 |
-1.71% |
| HB Wealth Management LLC |
2,271 |
2,233 |
-38 |
-1.67% |
| MV Capital Management Inc. |
62 |
61 |
-1 |
-1.61% |
| California Public Employees Retirement System |
452,431 |
445,204 |
-7,227 |
-1.60% |
| Weybosset Research & Management LLC |
39,762 |
39,149 |
-613 |
-1.54% |
| Clarius Group LLC |
990 |
975 |
-15 |
-1.52% |
| Janney Montgomery Scott LLC |
32,518 |
32,026 |
-492 |
-1.51% |
| SYSTM Wealth Solutions LLC |
1,215 |
1,198 |
-17 |
-1.40% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
6,556 |
6,466 |
-90 |
-1.37% |
| Webster Bank N. A. |
5,508 |
5,433 |
-75 |
-1.36% |
| Washington Capital Management Inc. |
5,215 |
5,145 |
-70 |
-1.34% |
| Renaissance Group LLC |
2,517 |
2,485 |
-32 |
-1.27% |
| Speece Thorson Capital Group Inc. |
54,436 |
53,751 |
-685 |
-1.26% |
| Sawyer & Company Inc |
5,102 |
5,042 |
-60 |
-1.18% |
| Sumitomo Mitsui Trust Holdings Inc. |
235,472 |
233,032 |
-2,440 |
-1.04% |
| Victory Capital Management Inc. |
77,942 |
77,141 |
-801 |
-1.03% |
| UMB Bank N A MO |
314 |
311 |
-3 |
-0.96% |
| WealthBridge Investment Counsel Inc. |
34,366 |
34,066 |
-300 |
-0.87% |
| Fox Hill Wealth Management |
2,290 |
2,271 |
-19 |
-0.83% |
| Adviser Investments LLC |
3,091 |
3,071 |
-20 |
-0.65% |
| Gateway Investment Advisers LLC |
3,245 |
3,225 |
-20 |
-0.62% |
| Busey Wealth Management |
60,610 |
60,298 |
-312 |
-0.51% |
| Trust Point Inc. |
1,406 |
1,399 |
-7 |
-0.50% |
| Fifth Third Bancorp |
29,459 |
29,316 |
-143 |
-0.49% |
| Northwest Investment Counselors LLC |
16,232 |
16,169 |
-63 |
-0.39% |
| Atticus Wealth Management LLC |
278 |
277 |
-1 |
-0.36% |
| Kinneret Advisory LLC |
4,709 |
4,694 |
-15 |
-0.32% |
| McElhenny Sheffield Capital Management LLC |
2,008 |
2,003 |
-5 |
-0.25% |
| Raymond James Trust N.A. |
9,958 |
9,945 |
-13 |
-0.13% |
| Stack Financial Management Inc |
75,770 |
75,695 |
-75 |
-0.10% |
| Sunpointe LLC |
1,110 |
1,109 |
-1 |
-0.09% |
| Smithbridge Asset Management Inc. DE |
11,579 |
11,573 |
-6 |
-0.05% |
| 13F Filers Exiting LH |
|---|
| Turtle Creek Wealth Advisors LLC |
18 |
0 |
-18 |
-100.00% |
| Sapient Capital LLC |
1,461 |
0 |
-1,461 |
-100.00% |
| TFB Advisors LLC |
1,220 |
0 |
-1,220 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
596 |
0 |
-596 |
-100.00% |
| Mendota Financial Group LLC |
129 |
0 |
-129 |
-100.00% |
| Trifecta Capital Advisors LLC |
27 |
0 |
-27 |
-100.00% |
| Argonautica Private Wealth Management Inc. |
1,266 |
0 |
-1,266 |
-100.00% |
| Disciplined Equity Management Inc. |
300 |
0 |
-300 |
-100.00% |
| Wedmont Private Capital |
965 |
0 |
-965 |
-100.00% |
| Pallas Capital Advisors LLC |
4,980 |
0 |
-4,980 |
-100.00% |
| F M Investments LLC |
1,184 |
0 |
-1,184 |
-100.00% |
| Planned Solutions Inc. |
336 |
0 |
-336 |
-100.00% |
| Tennessee Valley Asset Management Partners |
30 |
0 |
-30 |
-100.00% |
| International Assets Investment Management LLC |
25,684 |
0 |
-25,684 |
-100.00% |
| Investment Research & Advisory Group Inc. |
4,805 |
0 |
-4,805 |
-100.00% |
| Allred Capital Management LLC |
1,284 |
0 |
-1,284 |
-100.00% |
| Oak Thistle LLC |
988 |
0 |
-988 |
-100.00% |
| Sound Income Strategies LLC |
40 |
0 |
-40 |
-100.00% |
| Trilogy Capital Inc. |
1,049 |
0 |
-1,049 |
-100.00% |
| Seelaus Asset Management LLC |
1,847 |
0 |
-1,847 |
-100.00% |
| Summit Global Investments |
1,441 |
0 |
-1,441 |
-100.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
55 |
0 |
-55 |
-100.00% |
| Venturi Wealth Management LLC |
6 |
0 |
-6 |
-100.00% |
| Glassman Wealth Services |
756 |
0 |
-756 |
-100.00% |
| Sivik Global Healthcare LLC |
15,000 |
0 |
-15,000 |
-100.00% |
| FDx Advisors Inc. |
1,890 |
0 |
-1,890 |
-100.00% |
| Hudock Inc. |
1,065 |
0 |
-1,065 |
-100.00% |
| Gradient Investments LLC |
20 |
0 |
-20 |
-100.00% |
| Smith Salley & Associates |
1,401 |
0 |
-1,401 |
-100.00% |
| Benjamin F. Edwards & Company Inc. |
2 |
0 |
-2 |
-100.00% |
| Arlington Partners LLC |
20 |
0 |
-20 |
-100.00% |
| Argyle Capital Management Inc. |
883 |
0 |
-883 |
-100.00% |
| Pittenger & Anderson Inc. |
82 |
0 |
-82 |
-100.00% |
| Vaughan Nelson Investment Management L.P. |
80,884 |
0 |
-80,884 |
-100.00% |
| Hartline Investment Corp |
3,100 |
0 |
-3,100 |
-100.00% |
| Toth Financial Advisory Corp |
25 |
0 |
-25 |
-100.00% |
| Cigna Investments Inc. New |
916 |
0 |
-916 |
-100.00% |
See Summary: Institutional Holders of LH
See Details: Top 10 Hedge Funds Holding LH
Also See: LH Insider Buying
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