 |
|
|
This page summarizes the MMC 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 MMC 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 MMC Share Count |
|---|
| Donaldson Capital Management LLC |
5,221 |
218,781 |
+213,560 |
+4090.40% |
| American National Bank |
46 |
854 |
+808 |
+1756.52% |
| Reliant Investment Management LLC |
2,609 |
24,294 |
+21,685 |
+831.16% |
| First Citizens Bank & Trust Co. |
1,952 |
16,257 |
+14,305 |
+732.84% |
| Exchange Traded Concepts LLC |
1,172 |
9,651 |
+8,479 |
+723.46% |
| Allworth Financial LP |
1,149 |
3,351 |
+2,202 |
+191.64% |
| Atwood & Palmer Inc. |
39 |
109 |
+70 |
+179.49% |
| Taddei Ludwig & Associates Inc. |
1,150 |
3,163 |
+2,013 |
+175.04% |
| Salem Investment Counselors Inc. |
25 |
45 |
+20 |
+80.00% |
| Banque Cantonale Vaudoise |
8,359 |
14,060 |
+5,701 |
+68.20% |
| Kessler Investment Group LLC |
1,541 |
2,426 |
+885 |
+57.43% |
| Fortitude Family Office LLC |
76 |
118 |
+42 |
+55.26% |
| Massmutual Trust Co. FSB ADV |
1,808 |
2,648 |
+840 |
+46.46% |
| Robeco Institutional Asset Management B.V. |
1,310,685 |
1,863,417 |
+552,732 |
+42.17% |
| Merrion Investment Management Co LLC |
1,531 |
2,031 |
+500 |
+32.66% |
| Summit Trail Advisors LLC |
3,380 |
4,474 |
+1,094 |
+32.37% |
| First Affirmative Financial Network |
1,206 |
1,582 |
+376 |
+31.18% |
| Hudson Valley Investment Advisors Inc. ADV |
41,417 |
54,062 |
+12,645 |
+30.53% |
| Venturi Wealth Management LLC |
5,099 |
6,532 |
+1,433 |
+28.10% |
| Horizon Bancorp Inc. IN |
649 |
798 |
+149 |
+22.96% |
| Trust Co. of Toledo NA OH |
2,246 |
2,754 |
+508 |
+22.62% |
| Congress Wealth Management LLC DE |
6,446 |
7,893 |
+1,447 |
+22.45% |
| Cambridge Investment Research Advisors Inc. |
9,678 |
11,733 |
+2,055 |
+21.23% |
| Hanson & Doremus Investment Management |
362 |
437 |
+75 |
+20.72% |
| Hexagon Capital Partners LLC |
1,119 |
1,339 |
+220 |
+19.66% |
| Planning Capital Management Corp |
46 |
55 |
+9 |
+19.57% |
| V Square Quantitative Management LLC |
10,817 |
12,854 |
+2,037 |
+18.83% |
| Wealth Enhancement Advisory Services LLC |
45,766 |
54,237 |
+8,471 |
+18.51% |
| Atlas Private Wealth Management |
4,148 |
4,905 |
+757 |
+18.25% |
| RFG Advisory LLC |
1,340 |
1,583 |
+243 |
+18.13% |
| Charter Trust Co. |
4,399 |
5,188 |
+789 |
+17.94% |
| Main Line Retirement Advisors LLC |
1,209 |
1,417 |
+208 |
+17.20% |
| GAMMA Investing LLC |
1,791 |
2,094 |
+303 |
+16.92% |
| Kathmere Capital Management LLC |
3,918 |
4,576 |
+658 |
+16.79% |
| Red Door Wealth Management LLC |
3,939 |
4,538 |
+599 |
+15.21% |
| SlateStone Wealth LLC |
1,179 |
1,324 |
+145 |
+12.30% |
| Caldwell Sutter Capital Inc. |
295 |
330 |
+35 |
+11.86% |
| Running Oak Capital LLC |
46,916 |
52,407 |
+5,491 |
+11.70% |
| Keel Point LLC |
1,296 |
1,444 |
+148 |
+11.42% |
| Marshall Financial Group LLC |
3,993 |
4,428 |
+435 |
+10.89% |
| Webster Bank N. A. |
297 |
328 |
+31 |
+10.44% |
| Bruce G. Allen Investments LLC |
640 |
706 |
+66 |
+10.31% |
| Ashton Thomas Private Wealth LLC |
2,826 |
3,116 |
+290 |
+10.26% |
| Harbor Investment Advisory LLC |
427 |
470 |
+43 |
+10.07% |
| HTLF Bank |
1,467 |
1,601 |
+134 |
+9.13% |
| Aurum Wealth Management Group LLC |
1,166 |
1,268 |
+102 |
+8.75% |
| Capital Asset Advisory Services LLC |
10,765 |
11,643 |
+878 |
+8.16% |
| First National Bank of Mount Dora Trust Investment Services |
21,904 |
23,643 |
+1,739 |
+7.94% |
| Veriti Management LLC |
9,522 |
10,261 |
+739 |
+7.76% |
| JJJ Advisors Inc. |
300 |
323 |
+23 |
+7.67% |
| Ritholtz Wealth Management |
8,314 |
8,902 |
+588 |
+7.07% |
| SYSTM Wealth Solutions LLC |
30,081 |
32,054 |
+1,973 |
+6.56% |
| Natixis Advisors L.P. |
605,420 |
644,617 |
+39,197 |
+6.47% |
| Founders Financial Securities LLC |
2,916 |
3,103 |
+187 |
+6.41% |
| Occidental Asset Management LLC |
15,311 |
16,291 |
+980 |
+6.40% |
| Independence Bank of Kentucky |
695 |
739 |
+44 |
+6.33% |
| Norway Savings Bank |
5,816 |
6,166 |
+350 |
+6.02% |
| Aprio Wealth Management LLC |
1,888 |
1,994 |
+106 |
+5.61% |
| Essex Financial Services Inc. |
2,351 |
2,477 |
+126 |
+5.36% |
| Catalyst Financial Partners LLC |
1,409 |
1,480 |
+71 |
+5.04% |
| CX Institutional |
22,600 |
23,722 |
+1,122 |
+4.96% |
| Raymond James Trust N.A. |
10,129 |
10,572 |
+443 |
+4.37% |
| Fundamentun LLC |
1,321 |
1,375 |
+54 |
+4.09% |
| Segment Wealth Management LLC |
75,177 |
78,068 |
+2,891 |
+3.85% |
| AdvisorNet Financial Inc |
1,776 |
1,844 |
+68 |
+3.83% |
| Valeo Financial Advisors LLC |
4,961 |
5,148 |
+187 |
+3.77% |
| Capital Advisors Ltd. LLC |
191 |
198 |
+7 |
+3.66% |
| Main Street Financial Solutions LLC |
1,993 |
2,060 |
+67 |
+3.36% |
| Pegasus Partners Ltd. |
12,032 |
12,421 |
+389 |
+3.23% |
| Ignite Planners LLC |
1,207 |
1,246 |
+39 |
+3.23% |
| RDA Financial Network |
1,709 |
1,762 |
+53 |
+3.10% |
| NBC Securities Inc. |
604 |
622 |
+18 |
+2.98% |
| Dynamic Advisor Solutions LLC |
2,498 |
2,572 |
+74 |
+2.96% |
| Optas LLC |
1,827 |
1,880 |
+53 |
+2.90% |
| Veracity Capital LLC |
1,514 |
1,557 |
+43 |
+2.84% |
| Raymond James & Associates |
877,616 |
902,278 |
+24,662 |
+2.81% |
| Norris Perne & French LLP MI |
1,756 |
1,802 |
+46 |
+2.62% |
| McGlone Suttner Wealth Management Inc. |
980 |
1,005 |
+25 |
+2.55% |
| Pure Financial Advisors Inc. |
2,491 |
2,554 |
+63 |
+2.53% |
| Park Avenue Securities LLC |
12,974 |
13,296 |
+322 |
+2.48% |
| Cedar Brook Financial Partners LLC |
1,429 |
1,463 |
+34 |
+2.38% |
| Brookstone Capital Management |
2,027 |
2,070 |
+43 |
+2.12% |
| Acorn Creek Capital LLC |
1,519 |
1,549 |
+30 |
+1.97% |
| MV Capital Management Inc. |
391 |
398 |
+7 |
+1.79% |
| Annex Advisory Services LLC |
55,183 |
56,149 |
+966 |
+1.75% |
| Harbour Trust & Investment Management Co |
59,321 |
60,346 |
+1,025 |
+1.73% |
| Strategic Blueprint LLC |
3,357 |
3,411 |
+54 |
+1.61% |
| Checchi Capital Advisers LLC |
6,415 |
6,512 |
+97 |
+1.51% |
| Miracle Mile Advisors LLC |
13,415 |
13,613 |
+198 |
+1.48% |
| Regions Financial Corp |
15,581 |
15,793 |
+212 |
+1.36% |
| Stokes Capital Advisors LLC |
34,762 |
35,227 |
+465 |
+1.34% |
| Meridian Wealth Management LLC |
1,102 |
1,116 |
+14 |
+1.27% |
| CENTRAL TRUST Co |
1,448 |
1,465 |
+17 |
+1.17% |
| Wealthcare Advisory Partners LLC |
8,745 |
8,841 |
+96 |
+1.10% |
| Wedmont Private Capital |
6,757 |
6,816 |
+59 |
+0.87% |
| Maryland State Retirement & Pension System |
38,533 |
38,863 |
+330 |
+0.86% |
| Gillespie Robinson & Grimm Inc. |
199,170 |
200,843 |
+1,673 |
+0.84% |
| Gulf International Bank UK Ltd |
40,668 |
40,996 |
+328 |
+0.81% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
18,103 |
18,247 |
+144 |
+0.80% |
| Fluent Financial LLC |
2,682 |
2,703 |
+21 |
+0.78% |
| Legacy Wealth Asset Management LLC |
2,861 |
2,883 |
+22 |
+0.77% |
| Walter Public Investments Inc. |
93,584 |
94,291 |
+707 |
+0.76% |
| Dumont & Blake Investment Advisors LLC |
9,787 |
9,855 |
+68 |
+0.69% |
| Leavell Investment Management Inc. |
3,158 |
3,175 |
+17 |
+0.54% |
| Ipswich Investment Management Co. Inc. |
33,428 |
33,608 |
+180 |
+0.54% |
| Alaska Permanent Fund Corp |
69,764 |
70,125 |
+361 |
+0.52% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
142,703 |
143,431 |
+728 |
+0.51% |
| Flagship Harbor Advisors LLC |
1,601 |
1,609 |
+8 |
+0.50% |
| Lantz Financial LLC |
7,700 |
7,736 |
+36 |
+0.47% |
| UMB Bank N A MO |
1,343 |
1,348 |
+5 |
+0.37% |
| Waller Financial Planning Group Inc. |
3,157 |
3,168 |
+11 |
+0.35% |
| Cyndeo Wealth Partners LLC |
25,567 |
25,650 |
+83 |
+0.32% |
| MCF Advisors LLC |
1,694 |
1,699 |
+5 |
+0.30% |
| Czech National Bank |
86,373 |
86,568 |
+195 |
+0.23% |
| Sivia Capital Partners LLC |
1,134 |
1,136 |
+2 |
+0.18% |
| CKW Financial Group |
1,927 |
1,930 |
+3 |
+0.16% |
| Investment Partners LTD. |
1,615 |
1,617 |
+2 |
+0.12% |
| Dechtman Wealth Management LLC |
1,626 |
1,628 |
+2 |
+0.12% |
| SOA Wealth Advisors LLC. |
1,829 |
1,831 |
+2 |
+0.11% |
| West Coast Financial LLC |
65,468 |
65,532 |
+64 |
+0.10% |
| Ferguson Wellman Capital Management Inc. |
6,212 |
6,217 |
+5 |
+0.08% |
| Harrington Investments INC |
26,577 |
26,599 |
+22 |
+0.08% |
| Cahaba Wealth Management Inc. |
1,811 |
1,812 |
+1 |
+0.06% |
| Global Retirement Partners LLC |
4,799 |
4,802 |
+3 |
+0.06% |
| RCS Financial Planning LLC |
6,904 |
6,905 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In MMC |
|---|
| Adams Diversified Equity Fund Inc. |
0 |
100,100 |
+100,100 |
+100% |
| Wiley BROS. Aintree Capital LLC |
0 |
1,512 |
+1,512 |
+100% |
| Mcrae Capital Management Inc. |
0 |
2,703 |
+2,703 |
+100% |
| Means Investment CO. Inc. |
0 |
1,019 |
+1,019 |
+100% |
| Anderson Hoagland & Co. |
0 |
1,280 |
+1,280 |
+100% |
| Summit Financial Group Inc. |
0 |
993 |
+993 |
+100% |
| Stephenson National Bank & Trust |
0 |
97 |
+97 |
+100% |
| Westend Capital Management LLC |
0 |
43 |
+43 |
+100% |
| Indiana Trust & Investment Management CO |
0 |
120 |
+120 |
+100% |
| Baker Ellis Asset Management LLC |
0 |
1,412 |
+1,412 |
+100% |
| K.J. Harrison & Partners Inc |
0 |
12,000 |
+12,000 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
1,213 |
+1,213 |
+100% |
| Verity & Verity LLC |
0 |
87,342 |
+87,342 |
+100% |
| Vicus Capital |
0 |
1,170 |
+1,170 |
+100% |
| Genesee Capital Advisors LLC |
0 |
4,231 |
+4,231 |
+100% |
| First PREMIER Bank |
0 |
36 |
+36 |
+100% |
| HMS Capital Management LLC |
0 |
1,043 |
+1,043 |
+100% |
| Simon Quick Advisors LLC |
0 |
1,080 |
+1,080 |
+100% |
| Bfsg LLC |
0 |
39 |
+39 |
+100% |
| Verdence Capital Advisors LLC |
0 |
1,007 |
+1,007 |
+100% |
| Trilogy Capital Inc. |
0 |
1,360 |
+1,360 |
+100% |
| G&S Capital LLC |
0 |
13,333 |
+13,333 |
+100% |
| MinichMacGregor Wealth Management LLC |
0 |
32,218 |
+32,218 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
1,123 |
+1,123 |
+100% |
| Austin Private Wealth LLC |
0 |
1,166 |
+1,166 |
+100% |
| General Partner Inc. |
0 |
298 |
+298 |
+100% |
| LifeSteps Financial Inc. |
0 |
46 |
+46 |
+100% |
| Charter Oak Capital Management LLC |
0 |
1,050 |
+1,050 |
+100% |
| Richard P Slaughter Associates Inc |
0 |
1,000 |
+1,000 |
+100% |
| Sunflower Bank N.A. |
0 |
1,020 |
+1,020 |
+100% |
| IAM Advisory LLC |
0 |
7,727 |
+7,727 |
+100% |
| Rise Advisors LLC |
0 |
250 |
+250 |
+100% |
| GoalVest Advisory LLC |
0 |
8 |
+8 |
+100% |
| Bluesphere Advisors LLC |
0 |
1,000 |
+1,000 |
+100% |
| Pallas Capital Advisors LLC |
0 |
1,049 |
+1,049 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
87 |
+87 |
+100% |
| Family Investment Center Inc. |
0 |
1,047 |
+1,047 |
+100% |
| BayBridge Capital Group LLC |
0 |
1,015 |
+1,015 |
+100% |
| Lockerman Financial Group Inc. |
0 |
1,138 |
+1,138 |
+100% |
| Members Advisory Group LLC |
0 |
1,000 |
+1,000 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
33 |
+33 |
+100% |
| Simplicity Wealth LLC |
0 |
30,170 |
+30,170 |
+100% |
| Mayport LLC |
0 |
1,768 |
+1,768 |
+100% |
| Astoria Portfolio Advisors LLC. |
0 |
1,063 |
+1,063 |
+100% |
| Global Assets Advisory LLC |
0 |
13,049 |
+13,049 |
+100% |
| Daymark Wealth Partners LLC |
0 |
1,116 |
+1,116 |
+100% |
| Breakwater Capital Group |
0 |
1,438 |
+1,438 |
+100% |
| PFG Investments LLC |
0 |
2,349 |
+2,349 |
+100% |
| Norden Group LLC |
0 |
4,455 |
+4,455 |
+100% |
| Dixon Mitchell Investment Counsel Inc. |
0 |
170 |
+170 |
+100% |
| Fielder Capital Group LLC |
0 |
1,551 |
+1,551 |
+100% |
| Prairieview Wealth Partners LLC |
0 |
1,003 |
+1,003 |
+100% |
| Stablepoint Partners LLC |
0 |
1,222 |
+1,222 |
+100% |
| nVerses Capital LLC |
0 |
1,100 |
+1,100 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Neville Rodie & Shaw Inc. |
8,530 |
8,530 |
UNCH |
0.00% |
| Carret Asset Management LLC |
1,580 |
1,580 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
802 |
802 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
55 |
55 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
4,028 |
4,028 |
UNCH |
0.00% |
| Factory Mutual Insurance Co. |
79,400 |
79,400 |
UNCH |
0.00% |
| Congress Asset Management Co. MA |
2,087 |
2,087 |
UNCH |
0.00% |
| Nippon Life Insurance Co. |
2,622,700 |
2,622,700 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
1,289 |
1,289 |
UNCH |
0.00% |
| Everett Harris & Co. CA |
1,196 |
1,196 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
74 |
74 |
UNCH |
0.00% |
| Parsons Capital Management Inc. RI |
2,131 |
2,131 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
3,200 |
3,200 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
875 |
875 |
UNCH |
0.00% |
| Bonness Enterprises Inc. |
25,500 |
25,500 |
UNCH |
0.00% |
| Chatham Capital Group Inc. |
9,710 |
9,710 |
UNCH |
0.00% |
| Dupont Capital Management Corp |
56,251 |
56,251 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
1,585 |
1,585 |
UNCH |
0.00% |
| Central Bank & Trust Co. |
65 |
65 |
UNCH |
0.00% |
| Rice Hall James & Associates LLC |
1,350 |
1,350 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
1,338 |
1,338 |
UNCH |
0.00% |
| Bedrijfstakpensioenfonds Voor DE Media PNO |
43,000 |
43,000 |
UNCH |
0.00% |
| SOL Capital Management CO |
2,445 |
2,445 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
1,860 |
1,860 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
158 |
158 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Asset Dedication LLC |
115 |
115 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,300 |
1,300 |
UNCH |
0.00% |
| Smith & Howard Wealth Management LLC |
2,100 |
2,100 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
1,145 |
1,145 |
UNCH |
0.00% |
| AMF Pensionsforsakring AB |
113,181 |
113,181 |
UNCH |
0.00% |
| Murphy Pohlad Asset Management LLC |
4,730 |
4,730 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
85 |
85 |
UNCH |
0.00% |
| Riverview Trust Co |
1,110 |
1,110 |
UNCH |
0.00% |
| Strid Group LLC |
2,873 |
2,873 |
UNCH |
0.00% |
| Northside Capital Management LLC |
1,235 |
1,235 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
132 |
132 |
UNCH |
0.00% |
| First Personal Financial Services |
80 |
80 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
2,306 |
2,306 |
UNCH |
0.00% |
| Perpetual Ltd |
1,200 |
1,200 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
89 |
89 |
UNCH |
0.00% |
| Bristlecone Advisors LLC |
1,108 |
1,108 |
UNCH |
0.00% |
| Douglas Lane & Associates LLC |
4,897 |
4,897 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
3,244 |
3,244 |
UNCH |
0.00% |
| Symmetry Partners LLC |
4,218 |
4,218 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
70 |
70 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
58 |
58 |
UNCH |
0.00% |
| Murphy Middleton Hinkle & Parker Inc. |
5,191 |
5,191 |
UNCH |
0.00% |
| Requisite Capital Management LLC |
2,809 |
2,809 |
UNCH |
0.00% |
| Solstein Capital LLC |
135 |
135 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
66 |
66 |
UNCH |
0.00% |
| Red Cedar Investment Management LLC |
21,258 |
21,258 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
1,200 |
1,200 |
UNCH |
0.00% |
| Pflug Koory LLC |
61 |
61 |
UNCH |
0.00% |
| Essex Savings Bank |
1,413 |
1,413 |
UNCH |
0.00% |
| Truefg LLC |
3,500 |
3,500 |
UNCH |
0.00% |
| Wesleyan Assurance Society |
86,426 |
86,426 |
UNCH |
0.00% |
| Detalus Advisors LLC |
1,541 |
1,541 |
UNCH |
0.00% |
| Powell Investment Advisors LLC |
2,359 |
2,359 |
UNCH |
0.00% |
| First Pacific Financial |
79 |
79 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
644 |
644 |
UNCH |
0.00% |
| Gleason Group Inc. |
75 |
75 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
20 |
20 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
24 |
24 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
410 |
410 |
UNCH |
0.00% |
| Red Tortoise LLC |
43 |
43 |
UNCH |
0.00% |
| Bill Few Associates Inc. |
3,150 |
3,150 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
559 |
559 |
UNCH |
0.00% |
| Horizons Wealth Management |
44 |
44 |
UNCH |
0.00% |
| Johnson & White Wealth Management LLC |
1,519 |
1,519 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
35 |
35 |
UNCH |
0.00% |
| Shira Ridge Wealth Management |
3,669 |
3,669 |
UNCH |
0.00% |
| New Hampshire Trust |
1,778 |
1,778 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
289 |
289 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
61 |
61 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
147 |
147 |
UNCH |
0.00% |
| Meritas Wealth Management LLC |
2,771 |
2,771 |
UNCH |
0.00% |
| Financiere des Professionnels Fonds d investissement inc. |
22,666 |
22,666 |
UNCH |
0.00% |
| PFS Partners LLC |
1,434 |
1,434 |
UNCH |
0.00% |
| Patrick M Sweeney & Associates Inc. |
2,138 |
2,138 |
UNCH |
0.00% |
| Schulz Wealth LTD. |
1,135 |
1,135 |
UNCH |
0.00% |
| Mosley Wealth Management |
2,035 |
2,035 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
5 |
5 |
UNCH |
0.00% |
| 13F Filers Decreasing MMC Share Count |
|---|
| Assenagon Asset Management S.A. |
532,670 |
13,613 |
-519,057 |
-97.44% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
6,813 |
494 |
-6,319 |
-92.75% |
| First Financialcorp IN |
247 |
28 |
-219 |
-88.66% |
| Sweet Financial Partners LLC |
9,647 |
2,967 |
-6,680 |
-69.24% |
| Prestige Wealth Management Group LLC |
3,051 |
1,510 |
-1,541 |
-50.51% |
| Piscataqua Savings Bank |
229 |
129 |
-100 |
-43.67% |
| Tyche Wealth Partners LLC |
3,110 |
1,797 |
-1,313 |
-42.22% |
| AustralianSuper Pty Ltd |
33,069 |
20,236 |
-12,833 |
-38.81% |
| Los Angeles Capital Management & Equity Research Inc. |
250,825 |
167,628 |
-83,197 |
-33.17% |
| James Hambro & Partners |
2,645 |
1,819 |
-826 |
-31.23% |
| Triasima Portfolio Management inc. |
29,121 |
20,070 |
-9,051 |
-31.08% |
| Everpar Advisors LLC |
2,319 |
1,607 |
-712 |
-30.70% |
| Tompkins Financial Corp |
868 |
618 |
-250 |
-28.80% |
| Gradient Investments LLC |
968 |
693 |
-275 |
-28.41% |
| Tradewinds Capital Management LLC |
200 |
150 |
-50 |
-25.00% |
| Trust Point Inc. |
5,196 |
3,917 |
-1,279 |
-24.62% |
| Stratos Wealth Partners LTD. |
3,814 |
3,013 |
-801 |
-21.00% |
| Busey Wealth Management |
1,844 |
1,462 |
-382 |
-20.72% |
| Dougherty Wealth Advisers LLC |
443 |
355 |
-88 |
-19.86% |
| Wesbanco Bank Inc. |
1,505 |
1,271 |
-234 |
-15.55% |
| Zurcher Kantonalbank Zurich Cantonalbank |
594,259 |
502,530 |
-91,729 |
-15.44% |
| Procyon Private Wealth Partners LLC |
4,026 |
3,438 |
-588 |
-14.61% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
4,441 |
3,813 |
-628 |
-14.14% |
| Amalgamated Bank |
123,450 |
106,070 |
-17,380 |
-14.08% |
| Amplius Wealth Advisors LLC |
3,646 |
3,173 |
-473 |
-12.97% |
| Clarius Group LLC |
4,460 |
3,887 |
-573 |
-12.85% |
| Valley National Advisers Inc. |
133 |
116 |
-17 |
-12.78% |
| Sapient Capital LLC |
1,405 |
1,230 |
-175 |
-12.46% |
| Opus Capital Group LLC |
2,539 |
2,224 |
-315 |
-12.41% |
| Mather Group LLC. |
1,854 |
1,630 |
-224 |
-12.08% |
| DNB Asset Management AS |
120,411 |
106,417 |
-13,994 |
-11.62% |
| Court Place Advisors LLC |
1,350 |
1,200 |
-150 |
-11.11% |
| Financial Management Professionals Inc. |
295 |
264 |
-31 |
-10.51% |
| Arden Trust Co |
6,629 |
5,998 |
-631 |
-9.52% |
| Appleton Partners Inc. MA |
1,456 |
1,320 |
-136 |
-9.34% |
| West Paces Advisors Inc. |
5,657 |
5,144 |
-513 |
-9.07% |
| Lindbrook Capital LLC |
1,684 |
1,532 |
-152 |
-9.03% |
| Fort Pitt Capital Group LLC |
91,914 |
83,799 |
-8,115 |
-8.83% |
| Spire Wealth Management |
4,570 |
4,222 |
-348 |
-7.61% |
| Aaron Wealth Advisors |
2,360 |
2,184 |
-176 |
-7.46% |
| Eads & Heald Wealth Management |
2,827 |
2,622 |
-205 |
-7.25% |
| Pensionfund Sabic |
9,700 |
9,000 |
-700 |
-7.22% |
| Securian Asset Management Inc |
31,178 |
28,978 |
-2,200 |
-7.06% |
| Premier Path Wealth Partners LLC |
2,907 |
2,710 |
-197 |
-6.78% |
| Nilsine Partners LLC |
4,957 |
4,625 |
-332 |
-6.70% |
| Bank of New Hampshire |
2,261 |
2,111 |
-150 |
-6.63% |
| BSW Wealth Partners |
1,064 |
996 |
-68 |
-6.39% |
| Rockland Trust Co. |
1,253 |
1,175 |
-78 |
-6.23% |
| SeaCrest Wealth Management LLC |
1,986 |
1,863 |
-123 |
-6.19% |
| McElhenny Sheffield Capital Management LLC |
3,262 |
3,074 |
-188 |
-5.76% |
| Bogart Wealth LLC |
626 |
590 |
-36 |
-5.75% |
| Stockman Wealth Management Inc. |
2,510 |
2,371 |
-139 |
-5.54% |
| Park Place Capital Corp |
1,722 |
1,633 |
-89 |
-5.17% |
| Raymond James Financial Services Advisors Inc. |
57,718 |
54,749 |
-2,969 |
-5.14% |
| Relyea Zuckerberg Hanson LLC |
7,994 |
7,605 |
-389 |
-4.87% |
| Gateway Investment Advisers LLC |
3,977 |
3,787 |
-190 |
-4.78% |
| First National Trust Co |
9,119 |
8,707 |
-412 |
-4.52% |
| Bank of New York Mellon Corp |
3,580,759 |
3,420,795 |
-159,964 |
-4.47% |
| Canandaigua National Bank & Trust Co. |
6,214 |
5,944 |
-270 |
-4.35% |
| Fifth Third Bancorp |
285,269 |
273,200 |
-12,069 |
-4.23% |
| Mitchell & Pahl Private Wealth LLC |
1,753 |
1,682 |
-71 |
-4.05% |
| Louisiana State Employees Retirement System |
29,800 |
28,600 |
-1,200 |
-4.03% |
| Enterprise Bank & Trust Co |
10,011 |
9,618 |
-393 |
-3.93% |
| First Horizon Advisors Inc. |
515 |
496 |
-19 |
-3.69% |
| Matthew Goff Investment Advisor LLC |
3,891 |
3,749 |
-142 |
-3.65% |
| New Mexico Educational Retirement Board |
25,741 |
24,841 |
-900 |
-3.50% |
| SJS Investment Consulting Inc. |
30 |
29 |
-1 |
-3.33% |
| JGP Wealth Management LLC |
4,478 |
4,332 |
-146 |
-3.26% |
| Arlington Trust Co LLC |
338 |
327 |
-11 |
-3.25% |
| New York State Teachers Retirement System |
434,736 |
421,442 |
-13,294 |
-3.06% |
| Perkins Coie Trust Co |
295 |
286 |
-9 |
-3.05% |
| Stonegate Investment Group LLC |
31,434 |
30,491 |
-943 |
-3.00% |
| Highview Capital Management LLC DE |
5,414 |
5,252 |
-162 |
-2.99% |
| KAMES CAPITAL plc |
14,913 |
14,469 |
-444 |
-2.98% |
| BNC Wealth Management LLC |
26,280 |
25,501 |
-779 |
-2.96% |
| Buckley Wealth Management LLC |
3,369 |
3,273 |
-96 |
-2.85% |
| Sumitomo Life Insurance Co. |
14,353 |
13,951 |
-402 |
-2.80% |
| Capital Investment Advisors LLC |
4,614 |
4,486 |
-128 |
-2.77% |
| Cigna Investments Inc. New |
5,378 |
5,232 |
-146 |
-2.71% |
| Sage Mountain Advisors LLC |
3,102 |
3,025 |
-77 |
-2.48% |
| Criterion Capital Advisors LLC |
4,780 |
4,663 |
-117 |
-2.45% |
| Hartford Investment Management Co. |
33,280 |
32,465 |
-815 |
-2.45% |
| Conning Inc. |
3,728 |
3,638 |
-90 |
-2.41% |
| Summit Financial LLC |
7,365 |
7,192 |
-173 |
-2.35% |
| Courier Capital LLC |
9,618 |
9,402 |
-216 |
-2.25% |
| Fulton Bank N.A. |
4,274 |
4,179 |
-95 |
-2.22% |
| Diversified Trust Co |
16,723 |
16,369 |
-354 |
-2.12% |
| Drive Wealth Management LLC |
1,361 |
1,333 |
-28 |
-2.06% |
| Versant Capital Management Inc |
392 |
384 |
-8 |
-2.04% |
| RMR Wealth Builders |
8,854 |
8,674 |
-180 |
-2.03% |
| Yousif Capital Management LLC |
72,712 |
71,306 |
-1,406 |
-1.93% |
| YHB Investment Advisors Inc. |
1,326 |
1,301 |
-25 |
-1.89% |
| Ariston Services Group |
1,102 |
1,084 |
-18 |
-1.63% |
| Brown Advisory Inc. |
57,188 |
56,256 |
-932 |
-1.63% |
| Accurate Wealth Management LLC |
15,011 |
14,785 |
-226 |
-1.51% |
| Contravisory Investment Management Inc. |
40,750 |
40,140 |
-610 |
-1.50% |
| Center For Asset Management LLC |
5,422 |
5,343 |
-79 |
-1.46% |
| Dakota Wealth Management |
3,988 |
3,930 |
-58 |
-1.45% |
| State of Alaska Department of Revenue |
64,370 |
63,435 |
-935 |
-1.45% |
| US Asset Management LLC |
6,017 |
5,937 |
-80 |
-1.33% |
| NBT Bank N A NY |
32,161 |
31,732 |
-429 |
-1.33% |
| Allspring Global Investments Holdings LLC |
184,211 |
181,858 |
-2,353 |
-1.28% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,261,577 |
1,246,035 |
-15,542 |
-1.23% |
| International Assets Investment Management LLC |
1,235 |
1,220 |
-15 |
-1.21% |
| Ausdal Financial Partners Inc. |
3,668 |
3,624 |
-44 |
-1.20% |
| Thrive Wealth Management LLC |
3,192 |
3,155 |
-37 |
-1.16% |
| Clifford Swan Investment Counsel LLC |
9,074 |
8,974 |
-100 |
-1.10% |
| Osborne Partners Capital Management LLC |
84,148 |
83,226 |
-922 |
-1.10% |
| Abner Herrman & Brock LLC |
1,870 |
1,850 |
-20 |
-1.07% |
| Wetzel Investment Advisors Inc. |
383 |
379 |
-4 |
-1.04% |
| Nations Financial Group Inc. IA ADV |
1,549 |
1,533 |
-16 |
-1.03% |
| Boston Trust Walden Corp |
274,942 |
272,160 |
-2,782 |
-1.01% |
| Northwest Investment Counselors LLC |
16,019 |
15,861 |
-158 |
-0.99% |
| Ninety One UK Ltd |
927,389 |
918,936 |
-8,453 |
-0.91% |
| Bouvel Investment Partners LLC |
13,544 |
13,422 |
-122 |
-0.90% |
| Boltwood Capital Management |
5,544 |
5,494 |
-50 |
-0.90% |
| Ballentine Partners LLC |
7,788 |
7,719 |
-69 |
-0.89% |
| CVA Family Office LLC |
910 |
902 |
-8 |
-0.88% |
| Allred Capital Management LLC |
4,596 |
4,558 |
-38 |
-0.83% |
| Mechanics Bank Trust Department |
18,589 |
18,441 |
-148 |
-0.80% |
| Moody National Bank Trust Division |
14,644 |
14,530 |
-114 |
-0.78% |
| WASHINGTON TRUST Co |
104,349 |
103,675 |
-674 |
-0.65% |
| Pinnacle Associates Ltd. |
6,698 |
6,657 |
-41 |
-0.61% |
| Chesley Taft & Associates LLC |
7,660 |
7,615 |
-45 |
-0.59% |
| CHURCHILL MANAGEMENT Corp |
32,782 |
32,625 |
-157 |
-0.48% |
| Private Trust Co. NA |
12,774 |
12,714 |
-60 |
-0.47% |
| Exchange Bank |
6,268 |
6,239 |
-29 |
-0.46% |
| Wealthfront Advisers LLC |
55,656 |
55,398 |
-258 |
-0.46% |
| IFM Investors Pty Ltd |
97,597 |
97,153 |
-444 |
-0.45% |
| McAdam LLC |
3,744 |
3,728 |
-16 |
-0.43% |
| DekaBank Deutsche Girozentrale |
1,180,332 |
1,175,283 |
-5,049 |
-0.43% |
| Parcion Private Wealth LLC |
23,700 |
23,616 |
-84 |
-0.35% |
| Grimes & Company Inc. |
9,477 |
9,444 |
-33 |
-0.35% |
| Kinneret Advisory LLC |
27,502 |
27,417 |
-85 |
-0.31% |
| Strategic Investment Advisors MI |
15,783 |
15,736 |
-47 |
-0.30% |
| Bennett Selby Investments LP |
36,593 |
36,489 |
-104 |
-0.28% |
| CWM LLC |
21,445 |
21,406 |
-39 |
-0.18% |
| New England Professional Planning Group Inc. |
1,213 |
1,211 |
-2 |
-0.16% |
| Advance Capital Management Inc. |
4,298 |
4,292 |
-6 |
-0.14% |
| State of Michigan Retirement System |
143,075 |
142,875 |
-200 |
-0.14% |
| Tealwood Asset Management Inc. |
9,676 |
9,665 |
-11 |
-0.11% |
| Defined Wealth Management LLC |
3,118 |
3,115 |
-3 |
-0.10% |
| 13F Filers Exiting MMC |
|---|
| BKM Wealth Management LLC |
166 |
0 |
-166 |
-100.00% |
| Financial Perspectives Inc |
1 |
0 |
-1 |
-100.00% |
| Eaton Financial Holdings Company LLC |
4,689 |
0 |
-4,689 |
-100.00% |
| Register Financial Advisors LLC |
7 |
0 |
-7 |
-100.00% |
| Cottonwood Capital Advisors LLC |
1,162 |
0 |
-1,162 |
-100.00% |
| Sterling Group Wealth Management LLC |
1,640 |
0 |
-1,640 |
-100.00% |
| Cordant Inc. |
150 |
0 |
-150 |
-100.00% |
| Tennessee Valley Asset Management Partners |
6 |
0 |
-6 |
-100.00% |
| Tsfg LLC |
18 |
0 |
-18 |
-100.00% |
| Inscription Capital LLC |
1,415 |
0 |
-1,415 |
-100.00% |
| Stratos Wealth Advisors LLC |
1,984 |
0 |
-1,984 |
-100.00% |
| Private Ocean LLC |
2,956 |
0 |
-2,956 |
-100.00% |
| Lowe Wealth Advisors LLC |
60 |
0 |
-60 |
-100.00% |
| Artemis Investment Management LLP |
228,532 |
0 |
-228,532 |
-100.00% |
| Arlington Partners LLC |
214 |
0 |
-214 |
-100.00% |
| Bangor Savings Bank |
4 |
0 |
-4 |
-100.00% |
| AlphaMark Advisors LLC |
30 |
0 |
-30 |
-100.00% |
| Country Trust Bank |
11 |
0 |
-11 |
-100.00% |
| Bourgeon Capital Management LLC |
765 |
0 |
-765 |
-100.00% |
| Birinyi Associates Inc. |
2,500 |
0 |
-2,500 |
-100.00% |
| Vaughan Nelson Investment Management L.P. |
16 |
0 |
-16 |
-100.00% |
| Olstein Capital Management L.P. |
6,000 |
0 |
-6,000 |
-100.00% |
See Summary: Institutional Holders of MMC
See Details: Top 10 Hedge Funds Holding MMC
Also See: MMC Insider Buying
|
|
