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This page summarizes the RCL 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 RCL 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 RCL Share Count |
Kessler Investment Group LLC |
200 |
43,780 |
+43,580 |
+21790.00% |
Harbor Investment Advisory LLC |
150 |
2,785 |
+2,635 |
+1756.67% |
U S Global Investors Inc. |
900 |
8,900 |
+8,000 |
+888.89% |
Cutler Group LP |
286 |
2,176 |
+1,890 |
+660.84% |
CVA Family Office LLC |
140 |
802 |
+662 |
+472.86% |
China Universal Asset Management Co. Ltd. |
6,538 |
15,991 |
+9,453 |
+144.59% |
GPS Wealth Strategies Group LLC |
56 |
136 |
+80 |
+142.86% |
Robeco Institutional Asset Management B.V. |
79,784 |
185,137 |
+105,353 |
+132.05% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
450 |
989 |
+539 |
+119.78% |
Lunt Capital Management Inc. |
2,256 |
4,938 |
+2,682 |
+118.88% |
Bogart Wealth LLC |
74 |
125 |
+51 |
+68.92% |
Private Trust Co. NA |
590 |
984 |
+394 |
+66.78% |
Los Angeles Capital Management & Equity Research Inc. |
175,714 |
276,792 |
+101,078 |
+57.52% |
Smith Group Asset Management LLC |
4,320 |
6,620 |
+2,300 |
+53.24% |
DekaBank Deutsche Girozentrale |
34,135 |
49,649 |
+15,514 |
+45.45% |
Natixis Advisors L.P. |
108,603 |
156,154 |
+47,551 |
+43.78% |
Kovack Advisors Inc. |
1,907 |
2,606 |
+699 |
+36.65% |
Principal Financial Group Inc. |
276,834 |
372,466 |
+95,632 |
+34.54% |
Allworth Financial LP |
2,311 |
2,901 |
+590 |
+25.53% |
GAMMA Investing LLC |
1,529 |
1,917 |
+388 |
+25.38% |
J.W. Cole Advisors Inc. |
4,510 |
5,648 |
+1,138 |
+25.23% |
Park Avenue Securities LLC |
5,585 |
6,742 |
+1,157 |
+20.72% |
Berger Financial Group Inc |
3,833 |
4,427 |
+594 |
+15.50% |
MCF Advisors LLC |
15 |
17 |
+2 |
+13.33% |
Wealthcare Advisory Partners LLC |
5,907 |
6,666 |
+759 |
+12.85% |
Benjamin Edwards Inc. |
1,176 |
1,326 |
+150 |
+12.76% |
Fjarde AP Fonden Fourth Swedish National Pension Fund |
30,600 |
34,400 |
+3,800 |
+12.42% |
Wealth Enhancement Advisory Services LLC |
15,823 |
17,720 |
+1,897 |
+11.99% |
Zurcher Kantonalbank Zurich Cantonalbank |
84,892 |
94,779 |
+9,887 |
+11.65% |
Massmutual Trust Co. FSB ADV |
919 |
1,026 |
+107 |
+11.64% |
Venturi Wealth Management LLC |
88 |
98 |
+10 |
+11.36% |
Summit Trail Advisors LLC |
1,754 |
1,946 |
+192 |
+10.95% |
Institute for Wealth Management LLC. |
1,858 |
2,058 |
+200 |
+10.76% |
New Century Financial Group LLC |
2,258 |
2,490 |
+232 |
+10.27% |
Fortitude Family Office LLC |
143 |
157 |
+14 |
+9.79% |
AdvisorNet Financial Inc |
60 |
65 |
+5 |
+8.33% |
Allspring Global Investments Holdings LLC |
242,113 |
260,893 |
+18,780 |
+7.76% |
TFC Financial Management |
13 |
14 |
+1 |
+7.69% |
Fielder Capital Group LLC |
1,545 |
1,663 |
+118 |
+7.64% |
Valley National Advisers Inc. |
265 |
285 |
+20 |
+7.55% |
Commonwealth Equity Services LLC |
74,006 |
79,081 |
+5,075 |
+6.86% |
Regions Financial Corp |
1,998 |
2,126 |
+128 |
+6.41% |
Latitude Advisors LLC |
2,989 |
3,177 |
+188 |
+6.29% |
Western Financial Corp CA |
7,598 |
8,027 |
+429 |
+5.65% |
Bruce G. Allen Investments LLC |
633 |
667 |
+34 |
+5.37% |
Veriti Management LLC |
7,293 |
7,672 |
+379 |
+5.20% |
Benjamin F. Edwards & Company Inc. |
733 |
768 |
+35 |
+4.77% |
Kowal Investment Group LLC |
2,199 |
2,286 |
+87 |
+3.96% |
First Hawaiian Bank |
8,939 |
9,291 |
+352 |
+3.94% |
Wedmont Private Capital |
5,846 |
6,060 |
+214 |
+3.66% |
New Mexico Educational Retirement Board |
11,450 |
11,850 |
+400 |
+3.49% |
HB Wealth Management LLC |
5,907 |
6,110 |
+203 |
+3.44% |
Ignite Planners LLC |
1,756 |
1,812 |
+56 |
+3.19% |
Wealthfront Advisers LLC |
26,748 |
27,564 |
+816 |
+3.05% |
Ballentine Partners LLC |
4,189 |
4,304 |
+115 |
+2.75% |
Range Financial Group LLC |
15,882 |
16,221 |
+339 |
+2.13% |
Strategic Investment Advisors MI |
2,257 |
2,299 |
+42 |
+1.86% |
Valeo Financial Advisors LLC |
3,366 |
3,426 |
+60 |
+1.78% |
Capital Advisors Ltd. LLC |
316 |
321 |
+5 |
+1.58% |
Perigon Wealth Management LLC |
2,486 |
2,516 |
+30 |
+1.21% |
Dynamic Advisor Solutions LLC |
3,643 |
3,685 |
+42 |
+1.15% |
Gulf International Bank UK Ltd |
18,899 |
19,103 |
+204 |
+1.08% |
Monument Capital Management |
1,784 |
1,803 |
+19 |
+1.07% |
Premier Path Wealth Partners LLC |
1,915 |
1,934 |
+19 |
+0.99% |
Pinnacle Associates Ltd. |
353,175 |
356,265 |
+3,090 |
+0.87% |
Cedar Brook Financial Partners LLC |
1,645 |
1,654 |
+9 |
+0.55% |
Czech National Bank |
41,287 |
41,508 |
+221 |
+0.54% |
State of Alaska Department of Revenue |
25,460 |
25,595 |
+135 |
+0.53% |
Greenleaf Trust |
5,376 |
5,401 |
+25 |
+0.47% |
CX Institutional |
2,440 |
2,447 |
+7 |
+0.29% |
Archford Capital Strategies LLC |
3,461 |
3,467 |
+6 |
+0.17% |
State of Michigan Retirement System |
64,501 |
64,601 |
+100 |
+0.16% |
Security Financial Services INC. |
5,040 |
5,043 |
+3 |
+0.06% |
Retirement Systems of Alabama |
290,954 |
291,069 |
+115 |
+0.04% |
Raymond James & Associates |
115,034 |
115,068 |
+34 |
+0.03% |
13F Filers Reporting New Positions In RCL |
ST Germain D J Co. Inc. |
0 |
0 |
UNCH |
100% |
Wiley BROS. Aintree Capital LLC |
0 |
2,368 |
+2,368 |
+100% |
Renaissance Group LLC |
0 |
267,689 |
+267,689 |
+100% |
Vaughan Nelson Investment Management L.P. |
0 |
476,792 |
+476,792 |
+100% |
Strategy Asset Managers LLC |
0 |
4,488 |
+4,488 |
+100% |
Westend Capital Management LLC |
0 |
33 |
+33 |
+100% |
AlphaMark Advisors LLC |
0 |
60 |
+60 |
+100% |
Ipswich Investment Management Co. Inc. |
0 |
2,131 |
+2,131 |
+100% |
YHB Investment Advisors Inc. |
0 |
42 |
+42 |
+100% |
Lbmc Investment Advisors LLC |
0 |
1,500 |
+1,500 |
+100% |
Assenagon Asset Management S.A. |
0 |
4,412 |
+4,412 |
+100% |
Macroview Investment Management LLC |
0 |
62 |
+62 |
+100% |
Riverview Trust Co |
0 |
890 |
+890 |
+100% |
CAPROCK Group Inc. |
0 |
1,624 |
+1,624 |
+100% |
Richardson Capital Management LLC |
0 |
300 |
+300 |
+100% |
Mission Wealth Management LP |
0 |
1,617 |
+1,617 |
+100% |
Mn Services Vermogensbeheer B.V. |
0 |
98,500 |
+98,500 |
+100% |
Symmetry Partners LLC |
0 |
11,587 |
+11,587 |
+100% |
Criterion Capital Advisors LLC |
0 |
14 |
+14 |
+100% |
Cary Street Partners Investment Advisory LLC |
0 |
1,457 |
+1,457 |
+100% |
Steel Peak Wealth Management LLC |
0 |
5,043 |
+5,043 |
+100% |
Future Financial Wealth Managment LLC |
0 |
50 |
+50 |
+100% |
Rise Advisors LLC |
0 |
171 |
+171 |
+100% |
Purus Wealth Management LLC |
0 |
2,000 |
+2,000 |
+100% |
Mezzasalma Advisors LLC |
0 |
10,380 |
+10,380 |
+100% |
Highview Capital Management LLC DE |
0 |
11,085 |
+11,085 |
+100% |
Simplicity Wealth LLC |
0 |
23,471 |
+23,471 |
+100% |
DecisionPoint Financial LLC |
0 |
100 |
+100 |
+100% |
WS Portfolio Advisory LLC |
0 |
73,396 |
+73,396 |
+100% |
Valued Wealth Advisors LLC |
0 |
20 |
+20 |
+100% |
True Vision MN LLC |
0 |
3,260 |
+3,260 |
+100% |
13F Filers With Unchanged Share Count |
Cigna Investments Inc. New |
2,478 |
2,478 |
UNCH |
0.00% |
City Holding Co. |
2,000 |
2,000 |
UNCH |
0.00% |
NBC Securities Inc. |
125 |
125 |
UNCH |
0.00% |
Salem Investment Counselors Inc. |
3 |
3 |
UNCH |
0.00% |
Barrett & Company Inc. |
500 |
500 |
UNCH |
0.00% |
UMB Bank N A MO |
1,592 |
1,592 |
UNCH |
0.00% |
Norwood Financial Corp |
35 |
35 |
UNCH |
0.00% |
Albion Financial Group UT |
1,100 |
1,100 |
UNCH |
0.00% |
WASHINGTON TRUST Co |
680 |
680 |
UNCH |
0.00% |
Pinnacle Financial Partners Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
First Community Trust NA |
157 |
157 |
UNCH |
0.00% |
Farmers & Merchants Investments Inc. |
132 |
132 |
UNCH |
0.00% |
Dumont & Blake Investment Advisors LLC |
4,833 |
4,833 |
UNCH |
0.00% |
North Star Investment Management Corp. |
113 |
113 |
UNCH |
0.00% |
Hartford Financial Management Inc. |
629 |
629 |
UNCH |
0.00% |
Hall Laurie J Trustee |
270 |
270 |
UNCH |
0.00% |
Harel Insurance Investments & Financial Services Ltd. |
555 |
555 |
UNCH |
0.00% |
Atlas Capital Advisors LLC |
121 |
121 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
3,000 |
3,000 |
UNCH |
0.00% |
Asset Dedication LLC |
45 |
45 |
UNCH |
0.00% |
Perkins Coie Trust Co |
6 |
6 |
UNCH |
0.00% |
Alta Advisers Ltd |
657 |
657 |
UNCH |
0.00% |
Westside Investment Management Inc. |
170 |
170 |
UNCH |
0.00% |
Smith Anglin Financial LLC |
1,817 |
1,817 |
UNCH |
0.00% |
JFS Wealth Advisors LLC |
103 |
103 |
UNCH |
0.00% |
Financial Management Professionals Inc. |
305 |
305 |
UNCH |
0.00% |
Oakworth Capital Inc. |
200 |
200 |
UNCH |
0.00% |
JJJ Advisors Inc. |
47 |
47 |
UNCH |
0.00% |
Tradewinds Capital Management LLC |
113 |
113 |
UNCH |
0.00% |
Sunbelt Securities Inc. |
300 |
300 |
UNCH |
0.00% |
Moisand Fitzgerald Tamayo LLC |
1,587 |
1,587 |
UNCH |
0.00% |
Deane Retirement Strategies Inc. |
451 |
451 |
UNCH |
0.00% |
Grove Bank & Trust |
508 |
508 |
UNCH |
0.00% |
Sugarloaf Wealth Management LLC |
491 |
491 |
UNCH |
0.00% |
Independence Bank of Kentucky |
100 |
100 |
UNCH |
0.00% |
Vanguard Capital Wealth Advisors |
2,050 |
2,050 |
UNCH |
0.00% |
Versant Capital Management Inc |
19 |
19 |
UNCH |
0.00% |
West Branch Capital LLC |
300 |
300 |
UNCH |
0.00% |
Aspire Private Capital LLC |
135 |
135 |
UNCH |
0.00% |
Prestige Wealth Management Group LLC |
138 |
138 |
UNCH |
0.00% |
Wesleyan Assurance Society |
33,750 |
33,750 |
UNCH |
0.00% |
PSI Advisors LLC |
800 |
800 |
UNCH |
0.00% |
Carolina Wealth Advisors LLC |
298 |
298 |
UNCH |
0.00% |
Banque Cantonale Vaudoise |
450 |
450 |
UNCH |
0.00% |
Pacifica Partners Inc. |
12 |
12 |
UNCH |
0.00% |
Bellevue Asset Management LLC |
100 |
100 |
UNCH |
0.00% |
Concord Wealth Partners |
116 |
116 |
UNCH |
0.00% |
IAG Wealth Partners LLC |
127 |
127 |
UNCH |
0.00% |
Wolff Wiese Magana LLC |
5 |
5 |
UNCH |
0.00% |
F M Investments LLC |
1,614 |
1,614 |
UNCH |
0.00% |
Iron Horse Wealth Management LLC |
100 |
100 |
UNCH |
0.00% |
Ridgecrest Wealth Partners LLC |
2,000 |
2,000 |
UNCH |
0.00% |
Enzi Wealth |
2,000 |
2,000 |
UNCH |
0.00% |
SJS Investment Consulting Inc. |
31 |
31 |
UNCH |
0.00% |
Sweet Financial Partners LLC |
2,315 |
2,315 |
UNCH |
0.00% |
Redmont Wealth Advisors LLC |
2,500 |
2,500 |
UNCH |
0.00% |
City State Bank |
120 |
120 |
UNCH |
0.00% |
FSC Wealth Advisors LLC |
102 |
102 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
232 |
232 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
1,648 |
1,648 |
UNCH |
0.00% |
Stephens Consulting LLC |
41 |
41 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
13 |
13 |
UNCH |
0.00% |
Tanglewood Legacy Advisors LLC |
100 |
100 |
UNCH |
0.00% |
Park Place Capital Corp |
22 |
22 |
UNCH |
0.00% |
Arlington Trust Co LLC |
526 |
526 |
UNCH |
0.00% |
PFS Partners LLC |
115 |
115 |
UNCH |
0.00% |
Financial Perspectives Inc |
425 |
425 |
UNCH |
0.00% |
Jamison Private Wealth Management Inc. |
207 |
207 |
UNCH |
0.00% |
Evergreen Private Wealth LLC |
150 |
150 |
UNCH |
0.00% |
Private Wealth Management Group LLC |
118 |
118 |
UNCH |
0.00% |
American Capital Advisory LLC |
17 |
17 |
UNCH |
0.00% |
13F Filers Decreasing RCL Share Count |
International Assets Investment Management LLC |
196,825 |
1,745 |
-195,080 |
-99.11% |
Thompson Investment Management Inc. |
50 |
1 |
-49 |
-98.00% |
Coston McIsaac & Partners |
92 |
12 |
-80 |
-86.96% |
Activest Wealth Management |
496 |
81 |
-415 |
-83.67% |
Accurate Wealth Management LLC |
5,667 |
1,867 |
-3,800 |
-67.05% |
Lindbrook Capital LLC |
2,426 |
932 |
-1,494 |
-61.58% |
Sound Income Strategies LLC |
786 |
386 |
-400 |
-50.89% |
Fortis Group Advisors LLC |
2,100 |
1,050 |
-1,050 |
-50.00% |
Global Retirement Partners LLC |
2,900 |
1,581 |
-1,319 |
-45.48% |
West Paces Advisors Inc. |
16 |
9 |
-7 |
-43.75% |
Everpar Advisors LLC |
2,639 |
1,545 |
-1,094 |
-41.46% |
Gradient Investments LLC |
276 |
163 |
-113 |
-40.94% |
Newbridge Financial Services Group Inc. |
344 |
211 |
-133 |
-38.66% |
SOA Wealth Advisors LLC. |
350 |
225 |
-125 |
-35.71% |
Stratos Wealth Partners LTD. |
4,210 |
2,908 |
-1,302 |
-30.93% |
Field & Main Bank |
575 |
400 |
-175 |
-30.43% |
Tributary Capital Management LLC |
3,450 |
2,580 |
-870 |
-25.22% |
Hexagon Capital Partners LLC |
218 |
167 |
-51 |
-23.39% |
CENTRAL TRUST Co |
1,027 |
808 |
-219 |
-21.32% |
First Horizon Advisors Inc. |
1,249 |
984 |
-265 |
-21.22% |
Toth Financial Advisory Corp |
506 |
406 |
-100 |
-19.76% |
Amalgamated Bank |
60,447 |
49,779 |
-10,668 |
-17.65% |
Raymond James Financial Services Advisors Inc. |
111,085 |
91,735 |
-19,350 |
-17.42% |
Van ECK Associates Corp |
1,859 |
1,579 |
-280 |
-15.06% |
Grassi Investment Management |
8,050 |
7,050 |
-1,000 |
-12.42% |
AlphaCentric Advisors LLC |
1,474 |
1,299 |
-175 |
-11.87% |
Wedge Capital Management L L P NC |
369,337 |
331,210 |
-38,127 |
-10.32% |
Ausdal Financial Partners Inc. |
2,032 |
1,827 |
-205 |
-10.09% |
American Financial Advisors LLC |
2,350 |
2,150 |
-200 |
-8.51% |
Fulton Bank N.A. |
1,612 |
1,476 |
-136 |
-8.44% |
Sequoia Financial Advisors LLC |
24,984 |
23,105 |
-1,879 |
-7.52% |
Pitti Group Wealth Management LLC |
3,396 |
3,155 |
-241 |
-7.10% |
Securian Asset Management Inc |
14,839 |
13,801 |
-1,038 |
-7.00% |
Tempus Wealth Planning LLC |
5,619 |
5,229 |
-390 |
-6.94% |
Silvant Capital Management LLC |
306,395 |
285,956 |
-20,439 |
-6.67% |
Yousif Capital Management LLC |
45,135 |
42,338 |
-2,797 |
-6.20% |
Edmonds Duncan Registered Investment Advisors LLC |
2,440 |
2,307 |
-133 |
-5.45% |
Exchange Traded Concepts LLC |
275 |
260 |
-15 |
-5.45% |
Midwest Financial Group LLC |
1,875 |
1,775 |
-100 |
-5.33% |
Ellis Investment Partners LLC |
5,901 |
5,607 |
-294 |
-4.98% |
Spire Wealth Management |
1,533 |
1,466 |
-67 |
-4.37% |
Mather Group LLC. |
2,375 |
2,275 |
-100 |
-4.21% |
Louisiana State Employees Retirement System |
14,300 |
13,700 |
-600 |
-4.20% |
California Public Employees Retirement System |
441,024 |
422,837 |
-18,187 |
-4.12% |
Hartford Investment Management Co. |
15,888 |
15,265 |
-623 |
-3.92% |
Bank of New York Mellon Corp |
1,527,950 |
1,468,651 |
-59,299 |
-3.88% |
Brookstone Capital Management |
6,421 |
6,239 |
-182 |
-2.83% |
Private Advisor Group LLC |
8,730 |
8,536 |
-194 |
-2.22% |
Cambridge Investment Research Advisors Inc. |
35,919 |
35,121 |
-798 |
-2.22% |
MV Capital Management Inc. |
323 |
316 |
-7 |
-2.17% |
Covenant Partners LLC |
3,018 |
2,955 |
-63 |
-2.09% |
CWM LLC |
11,047 |
10,817 |
-230 |
-2.08% |
Sumitomo Mitsui Trust Holdings Inc. |
577,201 |
568,722 |
-8,479 |
-1.47% |
Contravisory Investment Management Inc. |
6,672 |
6,590 |
-82 |
-1.23% |
Jeppson Wealth Management LLC |
3,427 |
3,386 |
-41 |
-1.20% |
Piscataqua Savings Bank |
6,622 |
6,573 |
-49 |
-0.74% |
New York State Teachers Retirement System |
216,981 |
216,042 |
-939 |
-0.43% |
Dakota Wealth Management |
1,912 |
1,905 |
-7 |
-0.37% |
Fifth Third Bancorp |
14,869 |
14,862 |
-7 |
-0.05% |
13F Filers Exiting RCL |
Unique Wealth Strategies LLC |
6,790 |
0 |
-6,790 |
-100.00% |
Tritonpoint Wealth LLC |
3,984 |
0 |
-3,984 |
-100.00% |
BKM Wealth Management LLC |
200 |
0 |
-200 |
-100.00% |
Turtle Creek Wealth Advisors LLC |
256 |
0 |
-256 |
-100.00% |
Trueblood Wealth Management LLC |
1,640 |
0 |
-1,640 |
-100.00% |
Sapient Capital LLC |
3,959 |
0 |
-3,959 |
-100.00% |
Lecap Asset Management Ltd. |
4,306 |
0 |
-4,306 |
-100.00% |
McGlone Suttner Wealth Management Inc. |
854 |
0 |
-854 |
-100.00% |
Mendota Financial Group LLC |
493 |
0 |
-493 |
-100.00% |
Axim Planning & Wealth |
2,100 |
0 |
-2,100 |
-100.00% |
Retireful LLC |
15,269 |
0 |
-15,269 |
-100.00% |
Planned Solutions Inc. |
400 |
0 |
-400 |
-100.00% |
Tennessee Valley Asset Management Partners |
58 |
0 |
-58 |
-100.00% |
Advisor Resource Council |
1,678 |
0 |
-1,678 |
-100.00% |
Optas LLC |
1,558 |
0 |
-1,558 |
-100.00% |
Arkadios Wealth Advisors |
2,374 |
0 |
-2,374 |
-100.00% |
Monticello Wealth Management LLC |
8,259 |
0 |
-8,259 |
-100.00% |
Occidental Asset Management LLC |
2,700 |
0 |
-2,700 |
-100.00% |
Verdence Capital Advisors LLC |
2,358 |
0 |
-2,358 |
-100.00% |
Meridian Wealth Management LLC |
5,699 |
0 |
-5,699 |
-100.00% |
Clarius Group LLC |
1,568 |
0 |
-1,568 |
-100.00% |
Roble Belko & Company Inc |
5 |
0 |
-5 |
-100.00% |
USA Financial Portformulas Corp |
21 |
0 |
-21 |
-100.00% |
Friedenthal Financial |
5,722 |
0 |
-5,722 |
-100.00% |
Arlington Partners LLC |
28 |
0 |
-28 |
-100.00% |
Weiss Multi Strategy Advisers LLC |
299,361 |
0 |
-299,361 |
-100.00% |
See Summary: Institutional Holders of RCL
See Details: Top 10 Hedge Funds Holding RCL
Also See: RCL Insider Buying
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