Holdings Channel
SYY Holdings Changes image
This page summarizes the SYY 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 SYY 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 SYY Share Count
Grove Bank & Trust 597 5,112 +4,515 +756.28%
Simplicity Wealth LLC 7,519 53,519 +46,000 +611.78%
Massmutual Trust Co. FSB ADV 1,695 9,826 +8,131 +479.71%
Robeco Institutional Asset Management B.V. 40,805 162,522 +121,717 +298.29%
BKM Wealth Management LLC 574 1,965 +1,391 +242.33%
Dakota Wealth Management 9,194 25,070 +15,876 +172.68%
Revisor Wealth Management LLC 4,223 9,493 +5,270 +124.79%
Wesbanco Bank Inc. 5,237 11,637 +6,400 +122.21%
Nelson Van Denburg & Campbell Wealth Management Group LLC 784 1,474 +690 +88.01%
LS Investment Advisors LLC 34,309 61,263 +26,954 +78.56%
V Square Quantitative Management LLC 2,610 4,628 +2,018 +77.32%
OmniStar Financial Group Inc. 5,042 8,246 +3,204 +63.55%
PFG Investments LLC 9,078 14,263 +5,185 +57.12%
Versant Capital Management Inc 204 310 +106 +51.96%
Rise Advisors LLC 620 932 +312 +50.32%
Mitchell Sinkler & Starr PA 6,085 8,865 +2,780 +45.69%
Legato Capital Management LLC 28,572 39,373 +10,801 +37.80%
NBC Securities Inc. 12,770 16,981 +4,211 +32.98%
Regions Financial Corp 383,668 508,756 +125,088 +32.60%
Mission Wealth Management LP 5,564 7,128 +1,564 +28.11%
JB Capital LLC 2,743 3,446 +703 +25.63%
Gilman Hill Asset Management LLC 41,855 52,317 +10,462 +25.00%
Perigon Wealth Management LLC 6,042 7,545 +1,503 +24.88%
Summit Trail Advisors LLC 9,642 11,996 +2,354 +24.41%
Allspring Global Investments Holdings LLC 406,331 500,562 +94,231 +23.19%
CBOE Vest Financial LLC 411,608 496,859 +85,251 +20.71%
Atticus Wealth Management LLC 850 1,000 +150 +17.65%
CAPROCK Group Inc. 9,005 10,563 +1,558 +17.30%
BSW Wealth Partners 3,874 4,534 +660 +17.04%
Valued Wealth Advisors LLC 24 28 +4 +16.67%
MV Capital Management Inc. 27,618 31,789 +4,171 +15.10%
Venturi Wealth Management LLC 226 260 +34 +15.04%
Aspire Private Capital LLC 8,529 9,804 +1,275 +14.95%
Fifth Third Bancorp 232,201 266,258 +34,057 +14.67%
California Public Employees Retirement System 941,181 1,076,566 +135,385 +14.38%
Los Angeles Capital Management & Equity Research Inc. 201,557 229,851 +28,294 +14.04%
GAMMA Investing LLC 3,625 4,127 +502 +13.85%
Essex Financial Services Inc. 7,578 8,572 +994 +13.12%
Pinnacle Financial Partners Inc. 16,190 18,279 +2,089 +12.90%
Independence Bank of Kentucky 3,188 3,598 +410 +12.86%
Premier Path Wealth Partners LLC 3,600 4,061 +461 +12.81%
Wealthfront Advisers LLC 53,251 59,791 +6,540 +12.28%
Park National Corp OH 14,735 16,518 +1,783 +12.10%
Veriti Management LLC 18,133 20,268 +2,135 +11.77%
TFC Financial Management 1,808 2,008 +200 +11.06%
Sequoia Financial Advisors LLC 16,532 18,329 +1,797 +10.87%
Catalyst Financial Partners LLC 3,957 4,371 +414 +10.46%
Raymond James & Associates 1,335,527 1,468,925 +133,398 +9.99%
Canandaigua National Bank & Trust Co. 6,692 7,352 +660 +9.86%
Equitable Trust Co. 30,977 34,004 +3,027 +9.77%
Capital Advisors Ltd. LLC 125 137 +12 +9.60%
Van ECK Associates Corp 62,316 68,097 +5,781 +9.28%
Fulton Bank N.A. 2,829 3,085 +256 +9.05%
McKinley Carter Wealth Services Inc. 17,679 19,042 +1,363 +7.71%
Busey Wealth Management 36,454 39,114 +2,660 +7.30%
Capstone Triton Financial Group LLC 11,678 12,516 +838 +7.18%
Bruce G. Allen Investments LLC 921 987 +66 +7.17%
Pure Financial Advisors Inc. 3,253 3,482 +229 +7.04%
Simon Quick Advisors LLC 3,319 3,547 +228 +6.87%
McMahon Financial Advisors LLC 8,788 9,321 +533 +6.07%
Cary Street Partners Investment Advisory LLC 78,028 82,724 +4,696 +6.02%
Wealthcare Advisory Partners LLC 9,755 10,314 +559 +5.73%
Main Street Financial Solutions LLC 8,712 9,189 +477 +5.48%
Mitchell & Pahl Private Wealth LLC 17,996 18,980 +984 +5.47%
Toth Financial Advisory Corp 123,147 129,731 +6,584 +5.35%
Strategy Asset Managers LLC 38,241 40,179 +1,938 +5.07%
Griffin Asset Management Inc. 34,218 35,918 +1,700 +4.97%
Country Trust Bank 357,592 374,963 +17,371 +4.86%
Hummer Financial Advisory Services Inc 3,450 3,615 +165 +4.78%
Wedmont Private Capital 4,412 4,622 +210 +4.76%
Dynamic Advisor Solutions LLC 4,432 4,642 +210 +4.74%
Private Wealth Management Group LLC 687 719 +32 +4.66%
Pallas Capital Advisors LLC 8,447 8,811 +364 +4.31%
First Pacific Financial 10,364 10,800 +436 +4.21%
Cookson Peirce & Co. Inc. 6,092 6,326 +234 +3.84%
Harrington Investments INC 21,904 22,740 +836 +3.82%
Allied Investment Advisors LLC 111,752 116,005 +4,253 +3.81%
Cambridge Investment Research Advisors Inc. 70,820 73,490 +2,670 +3.77%
Cary Street Partners Asset Management LLC 75,331 78,164 +2,833 +3.76%
Flagship Harbor Advisors LLC 3,650 3,787 +137 +3.75%
Winthrop Advisory Group LLC 3,972 4,120 +148 +3.73%
DekaBank Deutsche Girozentrale 1,184,113 1,221,239 +37,126 +3.14%
Global Retirement Partners LLC 5,359 5,524 +165 +3.08%
Wealth Enhancement Advisory Services LLC 155,725 160,434 +4,709 +3.02%
Cyndeo Wealth Partners LLC 3,311 3,411 +100 +3.02%
Plimoth Trust Co. LLC 21,757 22,408 +651 +2.99%
Agate Pass Investment Management LLC 14,923 15,368 +445 +2.98%
Grimes & Company Inc. 172,318 177,299 +4,981 +2.89%
Ballentine Partners LLC 9,774 10,055 +281 +2.87%
Exeter Financial LLC 16,051 16,507 +456 +2.84%
RFG Advisory LLC 4,020 4,132 +112 +2.79%
Bath Savings Trust Co 60,481 62,159 +1,678 +2.77%
Occidental Asset Management LLC 2,825 2,898 +73 +2.58%
Naples Global Advisors LLC 3,221 3,302 +81 +2.51%
HB Wealth Management LLC 17,617 18,040 +423 +2.40%
Cornell Pochily Investment Advisors Inc. 3,485 3,568 +83 +2.38%
Hennion & Walsh Asset Management Inc. 61,090 62,536 +1,446 +2.37%
Stockman Wealth Management Inc. 82,739 84,641 +1,902 +2.30%
First Financialcorp IN 7,257 7,417 +160 +2.20%
Bristlecone Advisors LLC 17,099 17,458 +359 +2.10%
Raymond James Trust N.A. 95,863 97,859 +1,996 +2.08%
Lindbrook Capital LLC 1,760 1,796 +36 +2.05%
Moseley Investment Management Inc. 7,177 7,322 +145 +2.02%
OLD National Bancorp IN 23,255 23,689 +434 +1.87%
Petredis Investment Advisors LLC 27,968 28,490 +522 +1.87%
Tealwood Asset Management Inc. 15,532 15,816 +284 +1.83%
Buckingham Capital Management Inc. 119,294 121,397 +2,103 +1.76%
Professional Advisory Services Inc. 274,267 278,716 +4,449 +1.62%
Tompkins Financial Corp 9,000 9,144 +144 +1.60%
Sound Income Strategies LLC 2,956 3,002 +46 +1.56%
Wendell David Associates Inc. 65,875 66,827 +952 +1.45%
CWM LLC 43,357 43,905 +548 +1.26%
Steigerwald Gordon & Koch Inc. 185,649 187,568 +1,919 +1.03%
Dumont & Blake Investment Advisors LLC 16,144 16,307 +163 +1.01%
Mayflower Financial Advisors LLC 6,524 6,590 +66 +1.01%
S.A. Mason LLC 1,318 1,331 +13 +0.99%
Greenleaf Trust 17,146 17,312 +166 +0.97%
CX Institutional 47,001 47,459 +458 +0.97%
Checchi Capital Advisers LLC 6,000 6,056 +56 +0.93%
Northwest Investment Counselors LLC 38,485 38,823 +338 +0.88%
Fjarde AP Fonden Fourth Swedish National Pension Fund 117,935 118,935 +1,000 +0.85%
Stonegate Investment Group LLC 31,720 31,981 +261 +0.82%
Natixis Advisors L.P. 575,809 580,484 +4,675 +0.81%
Burkett Financial Services LLC 415 418 +3 +0.72%
Compass Ion Advisors LLC 4,916 4,951 +35 +0.71%
First Financial Bank Trust Division 3,446 3,470 +24 +0.70%
Sunbelt Securities Inc. 427 430 +3 +0.70%
Allworth Financial LP 5,931 5,971 +40 +0.67%
SJS Investment Consulting Inc. 21,039 21,178 +139 +0.66%
M&R Capital Management Inc. 799 804 +5 +0.63%
Meyer Handelman Co. 553,394 556,794 +3,400 +0.61%
Gulf International Bank UK Ltd 41,566 41,817 +251 +0.60%
BCM Advisors LLC 12,800 12,876 +76 +0.59%
GHP Investment Advisors Inc. 532 535 +3 +0.56%
CVA Family Office LLC 1,273 1,280 +7 +0.55%
Cherry Creek Investment Advisors Inc. 10,154 10,210 +56 +0.55%
PFS Partners LLC 377 379 +2 +0.53%
Town & Country Bank & Trust CO dba First Bankers Trust CO 31,096 31,259 +163 +0.52%
Hubbell Strickland Wealth Management LLC 4,203 4,224 +21 +0.50%
Blue Chip Partners Inc. 2,298 2,309 +11 +0.48%
Powers Advisory Group LLC 9,361 9,406 +45 +0.48%
Rowland & Co. Investment Counsel ADV 60,826 61,108 +282 +0.46%
Stiles Financial Services Inc 3,621 3,636 +15 +0.41%
Core Wealth Partners LLC 6,741 6,768 +27 +0.40%
Blue Bell Private Wealth Management LLC 1,111 1,115 +4 +0.36%
West Branch Capital LLC 6,098 6,120 +22 +0.36%
Curbstone Financial Management Corp 29,932 30,032 +100 +0.33%
Means Investment CO. Inc. 2,766 2,774 +8 +0.29%
Raymond James Financial Services Advisors Inc. 213,127 213,753 +626 +0.29%
Childress Capital Advisors LLC 3,213 3,222 +9 +0.28%
Thompson Investment Management Inc. 5,455 5,469 +14 +0.26%
First Horizon Advisors Inc. 12,776 12,808 +32 +0.25%
GHE LLC 14,718 14,750 +32 +0.22%
Assenagon Asset Management S.A. 14,418 14,446 +28 +0.19%
Hartford Financial Management Inc. 18,522 18,556 +34 +0.18%
Chicago Partners Investment Group LLC 7,150 7,163 +13 +0.18%
Atlas Brown Inc. 4,208 4,213 +5 +0.12%
Harbour Trust & Investment Management Co 63,211 63,282 +71 +0.11%
Triangle Securities Wealth Management 3,068 3,071 +3 +0.10%
Bogart Wealth LLC 973 974 +1 +0.10%
Jamison Private Wealth Management Inc. 8,715 8,722 +7 +0.08%
Carr Financial Group Corp 2,782 2,783 +1 +0.04%
Mcdaniel Terry & Co. 9,223 9,226 +3 +0.03%
WoodTrust Financial Corp 3,499 3,500 +1 +0.03%
Hurlow Wealth Management Group Inc. 5,094 5,095 +1 +0.02%
Grant GrossMendelsohn LLC 4,351 4,352 +1 +0.02%
WASHINGTON TRUST Co 230,594 230,608 +14 +0.01%
13F Filers Reporting New Positions In SYY
American National Bank & Trust Co. VA 0 3,277 +3,277 +100%
Hartline Investment Corp 0 26,125 +26,125 +100%
Courier Capital LLC 0 2,640 +2,640 +100%
Brave Asset Management Inc. 0 2,855 +2,855 +100%
First Citizens Bank & Trust Co. 0 11,167 +11,167 +100%
YHB Investment Advisors Inc. 0 1,325 +1,325 +100%
Mesirow Financial Investment Management Inc. 0 9,517 +9,517 +100%
Montrusco Bolton Investments Inc. 0 3,511,745 +3,511,745 +100%
Verity & Verity LLC 0 321,693 +321,693 +100%
Alaska Permanent Fund Corp 0 1,294 +1,294 +100%
Riverview Trust Co 0 943 +943 +100%
Iron Financial LLC 0 8,576 +8,576 +100%
Cambridge Advisors Inc. 0 2,680 +2,680 +100%
USA Financial Portformulas Corp 0 1,310 +1,310 +100%
Capital Asset Advisory Services LLC 0 3,045 +3,045 +100%
Ibex Wealth Advisors 0 6,787 +6,787 +100%
SpiderRock Advisors LLC 0 5,221 +5,221 +100%
Successful Portfolios LLC 0 2,579 +2,579 +100%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 0 26,125 +26,125 +100%
Insight Wealth Strategies LLC 0 74,668 +74,668 +100%
SlateStone Wealth LLC 0 10,036 +10,036 +100%
Claro Advisors LLC 0 2,536 +2,536 +100%
Cornerstone Wealth Group LLC 0 2,594 +2,594 +100%
Red Door Wealth Management LLC 0 2,786 +2,786 +100%
Aurum Wealth Management Group LLC 0 3,576 +3,576 +100%
Relyea Zuckerberg Hanson LLC 0 2,706 +2,706 +100%
Jackson Square Capital LLC 0 2,497 +2,497 +100%
Sage Mountain Advisors LLC 0 2,499 +2,499 +100%
Iron Horse Wealth Management LLC 0 55 +55 +100%
Latitude Advisors LLC 0 3,193 +3,193 +100%
Accurate Wealth Management LLC 0 32,811 +32,811 +100%
McElhenny Sheffield Capital Management LLC 0 7,220 +7,220 +100%
NorthCrest Asset Manangement LLC 0 2,714 +2,714 +100%
Fifth Third Wealth Advisors LLC 0 6,377 +6,377 +100%
Nilsine Partners LLC 0 6,807 +6,807 +100%
Andina Capital Management LLC 0 4,104 +4,104 +100%
Walter Public Investments Inc. 0 95,506 +95,506 +100%
Global Assets Advisory LLC 0 14,100 +14,100 +100%
Register Financial Advisors LLC 0 47 +47 +100%
OFI Invest Asset Management 0 409 +409 +100%
Norden Group LLC 0 5,346 +5,346 +100%
Trueblood Wealth Management LLC 0 2,929 +2,929 +100%
Focus Financial Network Inc. 0 3,226 +3,226 +100%
Diversify Advisory Services LLC 0 20,809 +20,809 +100%
13F Filers With Unchanged Share Count
OLD Republic International Corporation 784,700 784,700 UNCH 0.00%
Romano Brothers AND Company 8,183 8,183 UNCH 0.00%
Caldwell Sutter Capital Inc. 100 100 UNCH 0.00%
Conning Inc. 3,563 3,563 UNCH 0.00%
Country Club Bank GFN 5,377 5,377 UNCH 0.00%
ST Germain D J Co. Inc. 2,040 2,040 UNCH 0.00%
Ferguson Wellman Capital Management Inc. 3,924 3,924 UNCH 0.00%
Godsey & Gibb Associates 3,300 3,300 UNCH 0.00%
Barrett & Company Inc. 530 530 UNCH 0.00%
Leavell Investment Management Inc. 4,714 4,714 UNCH 0.00%
Guyasuta Investment Advisors Inc. 14,000 14,000 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 690,586 690,586 UNCH 0.00%
Franklin Street Advisors Inc. NC 5,047 5,047 UNCH 0.00%
Norwood Financial Corp 7,185 7,185 UNCH 0.00%
Duncker Streett & Co. Inc. 13,188 13,188 UNCH 0.00%
Optimum Investment Advisors 168 168 UNCH 0.00%
Adirondack Trust Co. 908 908 UNCH 0.00%
Albion Financial Group UT 1,078 1,078 UNCH 0.00%
Beach Investment Counsel Inc. PA 34,334 34,334 UNCH 0.00%
Webster Bank N. A. 3,922 3,922 UNCH 0.00%
Family Capital Trust Co 2,150 2,150 UNCH 0.00%
First Community Trust NA 227 227 UNCH 0.00%
Woodmont Investment Counsel LLC 6,272 6,272 UNCH 0.00%
Trust Co. of Virginia VA 3,044 3,044 UNCH 0.00%
Nichols & Pratt Advisers LLP MA 25,655 25,655 UNCH 0.00%
Cullinan Associates Inc. 11,000 11,000 UNCH 0.00%
Central Bank & Trust Co. 17 17 UNCH 0.00%
First United Bank Trust 350 350 UNCH 0.00%
MeadowBrook Investment Advisors LLC 4,930 4,930 UNCH 0.00%
North Star Investment Management Corp. 1,520 1,520 UNCH 0.00%
AlphaMark Advisors LLC 125 125 UNCH 0.00%
West Oak Capital LLC 10,570 10,570 UNCH 0.00%
Hanson & Doremus Investment Management 1,658 1,658 UNCH 0.00%
Fruth Investment Management 43,128 43,128 UNCH 0.00%
Ipswich Investment Management Co. Inc. 11,602 11,602 UNCH 0.00%
Harbor Investment Advisory LLC 2,513 2,513 UNCH 0.00%
Patton Albertson Miller Group LLC 4,370 4,370 UNCH 0.00%
Rocky Mountain Advisers LLC 300 300 UNCH 0.00%
Institute for Wealth Management LLC. 3,673 3,673 UNCH 0.00%
Alta Advisers Ltd 1,400 1,400 UNCH 0.00%
Lbmc Investment Advisors LLC 10,615 10,615 UNCH 0.00%
Westside Investment Management Inc. 239 239 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 724 724 UNCH 0.00%
Financial Management Professionals Inc. 187 187 UNCH 0.00%
A. D. Beadell Investment Counsel Inc. 11,647 11,647 UNCH 0.00%
JNBA Financial Advisors 1,016 1,016 UNCH 0.00%
Wolf Group Capital Advisors 22,449 22,449 UNCH 0.00%
Notis McConarty Edward 4,527 4,527 UNCH 0.00%
JJJ Advisors Inc. 121 121 UNCH 0.00%
Schnieders Capital Management LLC 17,024 17,024 UNCH 0.00%
St. Johns Investment Management Company LLC 538 538 UNCH 0.00%
Burt Wealth Advisors 3,400 3,400 UNCH 0.00%
Tradewinds Capital Management LLC 266 266 UNCH 0.00%
Northstar Group Inc. 2,800 2,800 UNCH 0.00%
Lincoln Capital LLC 3,172 3,172 UNCH 0.00%
Sendero Wealth Management LLC 3,500 3,500 UNCH 0.00%
Sugarloaf Wealth Management LLC 350 350 UNCH 0.00%
Legacy Bridge LLC 325 325 UNCH 0.00%
Symmetry Partners LLC 7,083 7,083 UNCH 0.00%
IFM Investors Pty Ltd 95,928 95,928 UNCH 0.00%
Pinnacle Bank 2,560 2,560 UNCH 0.00%
Bfsg LLC 1 1 UNCH 0.00%
Carmichael Hill & Associates Inc. 928 928 UNCH 0.00%
Northwest Capital Management Inc 800 800 UNCH 0.00%
James Hambro & Partners 7,000 7,000 UNCH 0.00%
Ellenbecker Investment Group 12,282 12,282 UNCH 0.00%
Essex Savings Bank 4,502 4,502 UNCH 0.00%
Prestige Wealth Management Group LLC 135 135 UNCH 0.00%
PSI Advisors LLC 11 11 UNCH 0.00%
Colton Groome Financial Advisors LLC 4,598 4,598 UNCH 0.00%
Bull Street Advisors LLC 46,954 46,954 UNCH 0.00%
Maryland State Retirement & Pension System 39,494 39,494 UNCH 0.00%
Pacifica Partners Inc. 200 200 UNCH 0.00%
Summit Place Financial Advisors LLC 7,654 7,654 UNCH 0.00%
TI Trust Inc. 4,020 4,020 UNCH 0.00%
Davis Capital Management 935 935 UNCH 0.00%
Rosenberg Matthew Hamilton 1,432 1,432 UNCH 0.00%
IAG Wealth Partners LLC 100 100 UNCH 0.00%
Wolff Wiese Magana LLC 263 263 UNCH 0.00%
Brown Miller Wealth Management LLC 4,832 4,832 UNCH 0.00%
SOA Wealth Advisors LLC. 172 172 UNCH 0.00%
Advocate Group LLC 3,933 3,933 UNCH 0.00%
Piscataqua Savings Bank 253 253 UNCH 0.00%
City State Bank 1,116 1,116 UNCH 0.00%
Armstrong Advisory Group Inc. 172 172 UNCH 0.00%
Horizons Wealth Management 61 61 UNCH 0.00%
Fortitude Family Office LLC 61 61 UNCH 0.00%
Stephens Consulting LLC 248 248 UNCH 0.00%
Trifecta Capital Advisors LLC 33 33 UNCH 0.00%
Glass Jacobson Investment Advisors llc 1,845 1,845 UNCH 0.00%
Union Savings Bank 135 135 UNCH 0.00%
Peoples Bank KS 170 170 UNCH 0.00%
Sapient Capital LLC 10,755 10,755 UNCH 0.00%
West Paces Advisors Inc. 190 190 UNCH 0.00%
Tyche Wealth Partners LLC 4,932 4,932 UNCH 0.00%
Trust Co of the South 3,029 3,029 UNCH 0.00%
Patrick M Sweeney & Associates Inc. 2,750 2,750 UNCH 0.00%
Partnership Wealth Management LLC 5,000 5,000 UNCH 0.00%
1858 Wealth Management LLC 3,344 3,344 UNCH 0.00%
Planning Capital Management Corp 17 17 UNCH 0.00%
Transcendent Capital Group LLC 800 800 UNCH 0.00%
BlueChip Wealth Advisors LLC 4,000 4,000 UNCH 0.00%
13F Filers Decreasing SYY Share Count
Atlas Capital Advisors LLC 9,508 8 -9,500 -99.92%
Impax Asset Management Group plc 492,585 28,531 -464,054 -94.21%
Oak Thistle LLC 22,715 2,937 -19,778 -87.07%
Everpar Advisors LLC 9,545 2,703 -6,842 -71.68%
Exchange Traded Concepts LLC 26,698 7,902 -18,796 -70.40%
Park Place Capital Corp 1,454 482 -972 -66.85%
DNB Asset Management AS 196,867 75,934 -120,933 -61.43%
MKT Advisors LLC 12,512 5,154 -7,358 -58.81%
Criterion Capital Advisors LLC 267 134 -133 -49.81%
Baldwin Brothers Inc. MA 890 460 -430 -48.31%
Annapolis Financial Services LLC 3,106 1,767 -1,339 -43.11%
Legacy Advisors LLC 31,711 18,241 -13,470 -42.48%
American National Bank 1,686 1,000 -686 -40.69%
River Road Asset Management LLC 184,699 118,870 -65,829 -35.64%
Boyd Watterson Asset Management LLC OH 2,335 1,525 -810 -34.69%
Banque Cantonale Vaudoise 12,890 8,429 -4,461 -34.61%
Procyon Private Wealth Partners LLC 5,225 3,451 -1,774 -33.95%
Asset Dedication LLC 1,633 1,097 -536 -32.82%
Philip James Wealth Mangement LLC 5,158 3,495 -1,663 -32.24%
CGC Financial Services LLC 636 446 -190 -29.87%
Northcape Wealth Management LLC 4,728 3,517 -1,211 -25.61%
Page Arthur B 7,500 5,600 -1,900 -25.33%
Gateway Investment Advisers LLC 18,464 13,825 -4,639 -25.12%
Trust Point Inc. 12,801 9,678 -3,123 -24.40%
OneAscent Financial Services LLC 10,840 8,284 -2,556 -23.58%
Zurcher Kantonalbank Zurich Cantonalbank 298,982 233,709 -65,273 -21.83%
Arbor Trust Wealth Advisors LLC 4,950 3,875 -1,075 -21.72%
Hazlett Burt & Watson Inc. 2,246 1,759 -487 -21.68%
First Hawaiian Bank 27,139 21,258 -5,881 -21.67%
Sage Rhino Capital LLC 7,234 5,675 -1,559 -21.55%
Mather Group LLC. 6,610 5,217 -1,393 -21.07%
SYSTM Wealth Solutions LLC 11,449 9,056 -2,393 -20.90%
Charles Schwab Trust Co 4,800 3,800 -1,000 -20.83%
Park Avenue Securities LLC 14,358 11,515 -2,843 -19.80%
Benjamin Edwards Inc. 8,323 6,957 -1,366 -16.41%
Summit Global Investments 31,903 26,784 -5,119 -16.05%
Lederer & Associates Investment Counsel CA 19,489 16,389 -3,100 -15.91%
Private Advisor Group LLC 42,175 35,663 -6,512 -15.44%
Richelieu Gestion PLC 35,334 30,042 -5,292 -14.98%
Riverwater Partners LLC 9,550 8,140 -1,410 -14.76%
Amalgamated Bank 127,621 109,058 -18,563 -14.55%
Northwest Quadrant Wealth Management LLC 4,217 3,614 -603 -14.30%
Mn Services Vermogensbeheer B.V. 236,600 204,000 -32,600 -13.78%
MCF Advisors LLC 952 823 -129 -13.55%
First National Bank of Mount Dora Trust Investment Services 4,829 4,176 -653 -13.52%
Ashton Thomas Private Wealth LLC 20,501 17,882 -2,619 -12.77%
Lecap Asset Management Ltd. 14,969 13,148 -1,821 -12.17%
Coastline Trust Co 43,460 38,216 -5,244 -12.07%
Cornerstone Wealth Management LLC 9,585 8,443 -1,142 -11.91%
SeaBridge Investment Advisors LLC 34,786 30,797 -3,989 -11.47%
Clarius Group LLC 4,715 4,221 -494 -10.48%
Cahaba Wealth Management Inc. 3,317 2,971 -346 -10.43%
Boston Trust Walden Corp 314,273 282,528 -31,745 -10.10%
Schmidt P J Investment Management Inc. 15,231 13,695 -1,536 -10.08%
Segment Wealth Management LLC 5,855 5,287 -568 -9.70%
Manning & Napier Group LLC 125,847 114,219 -11,628 -9.24%
Gradient Investments LLC 222,379 202,368 -20,011 -9.00%
Ceredex Value Advisors LLC 538,094 490,114 -47,980 -8.92%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 30,360 27,665 -2,695 -8.88%
NovaPoint Capital LLC 41,713 38,013 -3,700 -8.87%
Benjamin F. Edwards & Company Inc. 10,726 9,799 -927 -8.64%
Royal Fund Management LLC 42,180 38,598 -3,582 -8.49%
BKD Wealth Advisors LLC 11,287 10,338 -949 -8.41%
Strategic Investment Advisors MI 9,352 8,581 -771 -8.24%
Insight Folios Inc 4,057 3,729 -328 -8.08%
Covenant Partners LLC 2,925 2,689 -236 -8.07%
Securian Asset Management Inc 31,884 29,321 -2,563 -8.04%
Ellis Investment Partners LLC 3,504 3,226 -278 -7.93%
LaFleur & Godfrey LLC 15,552 14,365 -1,187 -7.63%
Aspiriant LLC 2,887 2,671 -216 -7.48%
Arlington Trust Co LLC 1,732 1,603 -129 -7.45%
Liberty Capital Management Inc. 4,108 3,808 -300 -7.30%
Dillon & Associates Inc. 21,974 20,519 -1,455 -6.62%
Hudson Valley Investment Advisors Inc. ADV 11,894 11,114 -780 -6.56%
Papp L Roy & Associates 23,555 22,011 -1,544 -6.55%
Northstar Asset Management LLC 11,100 10,375 -725 -6.53%
Iowa State Bank 40,209 37,608 -2,601 -6.47%
Commonwealth Equity Services LLC 359,469 336,553 -22,916 -6.37%
Telos Capital Management Inc. 83,778 78,517 -5,261 -6.28%
AdvisorNet Financial Inc 374 351 -23 -6.15%
Paragon Capital Management Ltd 3,488 3,279 -209 -5.99%
Farmers & Merchants Trust Co of Chambersburg PA 2,841 2,672 -169 -5.95%
Peoples Financial Services CORP. 2,958 2,783 -175 -5.92%
Azzad Asset Management Inc. ADV 53,257 50,137 -3,120 -5.86%
Eudaimonia Advisors LLC 3,665 3,451 -214 -5.84%
UMB Bank N A MO 16,635 15,701 -934 -5.61%
Capital Investment Advisory Services LLC 6,084 5,755 -329 -5.41%
Field & Main Bank 6,965 6,590 -375 -5.38%
Access Financial Services Inc. 19,794 18,735 -1,059 -5.35%
Hartford Investment Management Co. 33,933 32,121 -1,812 -5.34%
Murphy Middleton Hinkle & Parker Inc. 4,331 4,100 -231 -5.33%
Sumitomo Life Insurance Co. 8,053 7,627 -426 -5.29%
Hoese & Co LLP 2,474 2,349 -125 -5.05%
Krilogy Financial LLC 11,934 11,335 -599 -5.02%
Trust Co. of Toledo NA OH 4,777 4,539 -238 -4.98%
Louisiana State Employees Retirement System 30,500 29,000 -1,500 -4.92%
Rockland Trust Co. 3,648 3,469 -179 -4.91%
Brookstone Capital Management 15,232 14,486 -746 -4.90%
Indiana Trust & Investment Management CO 8,298 7,898 -400 -4.82%
First Merchants Corp 8,925 8,500 -425 -4.76%
Williams Financial LLC 4,018 3,828 -190 -4.73%
Compass Wealth Management LLC 6,364 6,064 -300 -4.71%
Lynch & Associates IN 63,410 60,428 -2,982 -4.70%
Arcadia Investment Management Corp MI 18,902 18,017 -885 -4.68%
Phoenix Wealth Advisors 3,383 3,227 -156 -4.61%
Roman Butler Fullerton & Co. 7,709 7,355 -354 -4.59%
First National Trust Co 45,140 43,072 -2,068 -4.58%
Pavion Blue Capital LLC 2,935 2,802 -133 -4.53%
Bank of New Hampshire 3,857 3,685 -172 -4.46%
New York State Teachers Retirement System 524,991 502,325 -22,666 -4.32%
State of Alaska Department of Revenue 63,847 61,142 -2,705 -4.24%
Clifford Swan Investment Counsel LLC 177,716 170,355 -7,361 -4.14%
Guardian Wealth Advisors LLC 8,140 7,810 -330 -4.05%
GPS Wealth Strategies Group LLC 237 228 -9 -3.80%
JFS Wealth Advisors LLC 500 481 -19 -3.80%
New Mexico Educational Retirement Board 26,394 25,394 -1,000 -3.79%
Appleton Partners Inc. MA 27,133 26,115 -1,018 -3.75%
Costello Asset Management INC 49,749 48,027 -1,722 -3.46%
GEM Asset Management LLC 462,151 446,224 -15,927 -3.45%
Outlook Wealth Advisors LLC 8,541 8,256 -285 -3.34%
Parsons Capital Management Inc. RI 25,444 24,604 -840 -3.30%
Everett Harris & Co. CA 61,390 59,367 -2,023 -3.30%
Verdence Capital Advisors LLC 12,101 11,718 -383 -3.17%
Acropolis Investment Management LLC 5,159 5,004 -155 -3.00%
Naples Money Management LLC 30,100 29,200 -900 -2.99%
Columbus Macro LLC 10,290 10,011 -279 -2.71%
Kathleen S. Wright Associates Inc. 225 219 -6 -2.67%
Miracle Mile Advisors LLC 2,838 2,763 -75 -2.64%
Spire Wealth Management 5,729 5,582 -147 -2.57%
Folger Nolan Fleming Douglas Capital Management Inc. 15,580 15,181 -399 -2.56%
Chesley Taft & Associates LLC 74,625 72,775 -1,850 -2.48%
Princeton Global Asset Management LLC 1,261 1,230 -31 -2.46%
Newman Dignan & Sheerar Inc. 3,074 2,999 -75 -2.44%
Stratos Wealth Partners LTD. 11,165 10,894 -271 -2.43%
Hexagon Capital Partners LLC 508 496 -12 -2.36%
Private Trust Co. NA 6,049 5,906 -143 -2.36%
Stock Yards Bank & Trust Co. 41,309 40,344 -965 -2.34%
Hall Laurie J Trustee 32,182 31,432 -750 -2.33%
Wetzel Investment Advisors Inc. 265 259 -6 -2.26%
CHURCHILL MANAGEMENT Corp 123,419 120,764 -2,655 -2.15%
Wealth Management Partners LLC 11,049 10,822 -227 -2.05%
Radnor Capital Management LLC 5,100 5,000 -100 -1.96%
City Holding Co. 22,498 22,076 -422 -1.88%
Saratoga Research & Investment Management 16,691 16,383 -308 -1.85%
Farmers & Merchants Investments Inc. 200,387 196,673 -3,714 -1.85%
Monarch Capital Management Inc. 63,036 61,887 -1,149 -1.82%
Applied Capital LLC FL 2,798 2,748 -50 -1.79%
Jacobs & Co. CA 123,935 121,728 -2,207 -1.78%
Principal Financial Group Inc. 582,242 572,407 -9,835 -1.69%
Capital Investment Advisors LLC 11,818 11,624 -194 -1.64%
Renaissance Group LLC 7,722 7,595 -127 -1.64%
CENTRAL TRUST Co 4,180 4,112 -68 -1.63%
Constitution Capital LLC 25,157 24,757 -400 -1.59%
Valley National Advisers Inc. 661 651 -10 -1.51%
Bank of New York Mellon Corp 5,659,681 5,577,070 -82,611 -1.46%
Bangor Savings Bank 1,793 1,767 -26 -1.45%
Sawyer & Company Inc 69,731 68,776 -955 -1.37%
Woodstock Corp 77,860 76,792 -1,068 -1.37%
Coston McIsaac & Partners 5,857 5,781 -76 -1.30%
Brown Advisory Inc. 101,447 100,191 -1,256 -1.24%
Hourglass Capital LLC 78,705 77,755 -950 -1.21%
State of Michigan Retirement System 138,017 136,417 -1,600 -1.16%
SeaCrest Wealth Management LLC 5,536 5,473 -63 -1.14%
Retirement Systems of Alabama 111,122 109,877 -1,245 -1.12%
Carret Asset Management LLC 17,986 17,786 -200 -1.11%
D. B. Root & Company LLC 15,449 15,285 -164 -1.06%
J.W. Cole Advisors Inc. 7,324 7,246 -78 -1.06%
Daymark Wealth Partners LLC 5,328 5,273 -55 -1.03%
NBT Bank N A NY 24,923 24,668 -255 -1.02%
Sky Investment Group LLC 83,274 82,464 -810 -0.97%
New England Research & Management Inc. 26,334 26,084 -250 -0.95%
Selway Asset Management 15,043 14,913 -130 -0.86%
Baxter Bros Inc. 36,302 35,995 -307 -0.85%
US Asset Management LLC 4,674 4,635 -39 -0.83%
Czech National Bank 88,308 87,593 -715 -0.81%
Bay Harbor Wealth Management LLC 985 977 -8 -0.81%
Alpha Omega Wealth Management LLC 6,404 6,354 -50 -0.78%
Rice Hall James & Associates LLC 5,552 5,513 -39 -0.70%
Charter Trust Co. 128,195 127,380 -815 -0.64%
Citadel Investment Advisory Inc. 12,163 12,093 -70 -0.58%
Pinnacle Associates Ltd. 25,261 25,123 -138 -0.55%
CHICAGO TRUST Co NA 3,803 3,785 -18 -0.47%
Buckley Wealth Management LLC 15,492 15,427 -65 -0.42%
LVM Capital Management Ltd. MI 43,352 43,170 -182 -0.42%
First PREMIER Bank 7,372 7,342 -30 -0.41%
Hengehold Capital Management LLC 3,914 3,898 -16 -0.41%
Sumitomo Mitsui Trust Holdings Inc. 1,247,399 1,242,568 -4,831 -0.39%
Cigna Investments Inc. New 5,322 5,302 -20 -0.38%
Schaper Benz & Wise Investment Counsel Inc. WI 265,363 264,370 -993 -0.37%
Liberty One Investment Management LLC 297,339 296,330 -1,009 -0.34%
L.M. Kohn & Company 7,551 7,527 -24 -0.32%
Advisors Management Group Inc. ADV 2,839 2,830 -9 -0.32%
Kinneret Advisory LLC 12,477 12,438 -39 -0.31%
Benedict Financial Advisors Inc. 54,911 54,754 -157 -0.29%
Stanley Laman Group Ltd. 47,134 47,007 -127 -0.27%
Oakworth Capital Inc. 4,387 4,376 -11 -0.25%
Wedge Capital Management L L P NC 158,232 157,874 -358 -0.23%
Salem Investment Counselors Inc. 49,783 49,683 -100 -0.20%
Valeo Financial Advisors LLC 5,532 5,522 -10 -0.18%
Kennedy Investment Group 17,721 17,704 -17 -0.10%
Yousif Capital Management LLC 173,309 173,144 -165 -0.10%
Benin Management CORP 27,904 27,881 -23 -0.08%
13F Filers Exiting SYY
Financial Synergies Wealth Advisors Inc. 6 0 -6 -100.00%
Fairman Group LLC 530 0 -530 -100.00%
Ables Iannone Moore & Associates Inc. 6 0 -6 -100.00%
Priebe Wealth Holdings LLC 7,330 0 -7,330 -100.00%
Turtle Creek Wealth Advisors LLC 979 0 -979 -100.00%
Acorn Creek Capital LLC 7,871 0 -7,871 -100.00%
Kingswood Wealth Advisors LLC 2,756 0 -2,756 -100.00%
Oak Hill Wealth Advisors LLC 2,978 0 -2,978 -100.00%
McGlone Suttner Wealth Management Inc. 48 0 -48 -100.00%
New Hampshire Trust 3,080 0 -3,080 -100.00%
Retirement Guys Formula LLC 6,612 0 -6,612 -100.00%
Granite Bay Wealth Management LLC 3,465 0 -3,465 -100.00%
Koss Olinger Consulting LLC 3,291 0 -3,291 -100.00%
OneAscent Wealth Management LLC 3,576 0 -3,576 -100.00%
Tennessee Valley Asset Management Partners 89 0 -89 -100.00%
Advisor Resource Council 3,017 0 -3,017 -100.00%
Tsfg LLC 17 0 -17 -100.00%
Brendel Financial Advisors LLC 42,589 0 -42,589 -100.00%
17 Capital Partners LLC 11,453 0 -11,453 -100.00%
Kiley Juergens Wealth Management LLC 10,589 0 -10,589 -100.00%
DeDora Capital Inc. 6,145 0 -6,145 -100.00%
Armor Investment Advisors LLC 14,067 0 -14,067 -100.00%
HMS Capital Management LLC 8,041 0 -8,041 -100.00%
Integrated Investment Consultants LLC 3,044 0 -3,044 -100.00%
Corundum Group Inc. 6,020 0 -6,020 -100.00%
Diversified Trust Co 10,706 0 -10,706 -100.00%
IMC Chicago LLC 12,890 0 -12,890 -100.00%
Weiss Multi Strategy Advisers LLC 75,098 0 -75,098 -100.00%
Keel Point LLC 3,050 0 -3,050 -100.00%
Deltec Asset Management LLC 13,000 0 -13,000 -100.00%

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

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