Holdings Channel
TM Holdings Changes image
This page summarizes the TM 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 TM 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 TM Share Count
Allspring Global Investments Holdings LLC 16 2,330 +2,314 +14462.50%
Larson Financial Group LLC 5 205 +200 +4000.00%
Tradewinds Capital Management LLC 10 75 +65 +650.00%
Byrne Asset Management LLC 360 2,170 +1,810 +502.78%
Parkside Financial Bank & Trust 78 238 +160 +205.13%
PFG Investments LLC 1,166 3,106 +1,940 +166.38%
FinTrust Capital Advisors LLC 13 32 +19 +146.15%
AdvisorNet Financial Inc 35 85 +50 +142.86%
Venturi Wealth Management LLC 300 602 +302 +100.67%
DGS Capital Management LLC 2,088 3,766 +1,678 +80.36%
Leavell Investment Management Inc. 2,000 3,525 +1,525 +76.25%
Aaron Wealth Advisors 3,020 5,195 +2,175 +72.02%
Callan Capital LLC 2,386 3,832 +1,446 +60.60%
Raymond James & Associates 56,917 90,693 +33,776 +59.34%
Ritholtz Wealth Management 12,384 19,616 +7,232 +58.40%
Janney Montgomery Scott LLC 7,812 11,535 +3,723 +47.66%
Ellsworth Advisors LLC 9,212 13,310 +4,098 +44.49%
Stratos Wealth Advisors LLC 1,191 1,691 +500 +41.98%
Perigon Wealth Management LLC 1,107 1,561 +454 +41.01%
Natixis Advisors L.P. 283,620 399,792 +116,172 +40.96%
JJJ Advisors Inc. 723 978 +255 +35.27%
Smartleaf Asset Management LLC 508 641 +133 +26.18%
Geneos Wealth Management Inc. 500 623 +123 +24.60%
HB Wealth Management LLC 1,156 1,434 +278 +24.05%
Atlas Capital Advisors LLC 3,041 3,771 +730 +24.01%
GAMMA Investing LLC 1,199 1,472 +273 +22.77%
Ballentine Partners LLC 6,437 7,827 +1,390 +21.59%
BNP Paribas Arbitrage SA 21,862 26,435 +4,573 +20.92%
Strategic Planning Group LLC 2,700 3,217 +517 +19.15%
Raymond James Trust N.A. 1,939 2,309 +370 +19.08%
CAPROCK Group Inc. 3,503 4,153 +650 +18.56%
Private Advisor Group LLC 4,428 5,113 +685 +15.47%
Wedmont Private Capital 1,592 1,838 +246 +15.45%
Hexagon Capital Partners LLC 1,300 1,495 +195 +15.00%
Planned Solutions Inc. 780 895 +115 +14.74%
PDS Planning Inc 2,767 3,159 +392 +14.17%
Wealth Enhancement Advisory Services LLC 3,765 4,267 +502 +13.33%
Mission Wealth Management LP 2,039 2,263 +224 +10.99%
Summit Trail Advisors LLC 1,114 1,215 +101 +9.07%
Aprio Wealth Management LLC 1,107 1,201 +94 +8.49%
Cambridge Investment Research Advisors Inc. 15,443 16,747 +1,304 +8.44%
Berger Financial Group Inc 1,686 1,826 +140 +8.30%
Optas LLC 1,669 1,803 +134 +8.03%
Naviter Wealth LLC 23,877 25,792 +1,915 +8.02%
Harbor Investment Advisory LLC 75 81 +6 +8.00%
Traveka Wealth LLC 1,795 1,936 +141 +7.86%
Stratos Wealth Partners LTD. 2,103 2,262 +159 +7.56%
Cardinal Capital Management 19,324 20,761 +1,437 +7.44%
Lindbrook Capital LLC 2,160 2,312 +152 +7.04%
Signaturefd LLC 18,823 20,100 +1,277 +6.78%
Apollon Wealth Management LLC 3,501 3,711 +210 +6.00%
Regions Financial Corp 1,596 1,688 +92 +5.76%
Capital Advisors Wealth Management LLC 2,694 2,844 +150 +5.57%
Rosenberg Matthew Hamilton 1,684 1,773 +89 +5.29%
Sequoia Financial Advisors LLC 7,578 7,944 +366 +4.83%
Commerce Bank 2,974 3,101 +127 +4.27%
Caldwell Sutter Capital Inc. 122 127 +5 +4.10%
Huntington National Bank 3,429 3,558 +129 +3.76%
Chevy Chase Trust Holdings Inc. 1,140 1,174 +34 +2.98%
Park Avenue Securities LLC 14,267 14,662 +395 +2.77%
Dakota Wealth Management 1,641 1,686 +45 +2.74%
180 Wealth Advisors LLC 1,776 1,823 +47 +2.65%
Capital Insight Partners LLC 11,576 11,873 +297 +2.57%
Nicholas Hoffman & Company LLC. 1,557 1,597 +40 +2.57%
Community Bank & Trust Waco Texas 4,584 4,692 +108 +2.36%
Pinnacle Associates Ltd. 1,320 1,351 +31 +2.35%
Sage Rhino Capital LLC 3,717 3,796 +79 +2.13%
Financial Management Professionals Inc. 267 272 +5 +1.87%
Csenge Advisory Group 1,613 1,643 +30 +1.86%
Fifth Third Bancorp 291 296 +5 +1.72%
Pittenger & Anderson Inc. 23,210 23,570 +360 +1.55%
Drive Wealth Management LLC 1,953 1,981 +28 +1.43%
Spire Wealth Management 739 746 +7 +0.95%
Lincoln National Corp 1,590 1,605 +15 +0.94%
Greenleaf Trust 11,769 11,880 +111 +0.94%
JFS Wealth Advisors LLC 336 339 +3 +0.89%
Montecito Bank & Trust 3,985 4,019 +34 +0.85%
Dynamic Advisor Solutions LLC 3,039 3,063 +24 +0.79%
Bank of New York Mellon Corp 43,374 43,669 +295 +0.68%
Global Retirement Partners LLC 1,524 1,531 +7 +0.46%
Lester Murray Antman dba SimplyRich 9,336 9,371 +35 +0.37%
Mitchell & Pahl Private Wealth LLC 5,151 5,160 +9 +0.17%
Salem Investment Counselors Inc. 5,534 5,541 +7 +0.13%
Abundance Wealth Counselors 2,648 2,649 +1 +0.04%
13F Filers Reporting New Positions In TM
Wiley BROS. Aintree Capital LLC 0 891 +891 +100%
Altfest L J & Co. Inc. 0 884 +884 +100%
First National Bank 0 800 +800 +100%
BNP Paribas 0 400 +400 +100%
DAVENPORT & Co LLC 0 1,554 +1,554 +100%
Mckinley Capital Management LLC Delaware 0 1,408 +1,408 +100%
Financial Counselors Inc. 0 881 +881 +100%
Atwood & Palmer Inc. 0 25 +25 +100%
Putnam FL Investment Management Co. 0 1,573 +1,573 +100%
Brown Advisory Inc. 0 1,271 +1,271 +100%
Contravisory Investment Management Inc. 0 927 +927 +100%
Palisade Asset Management LLC 0 252 +252 +100%
YHB Investment Advisors Inc. 0 722 +722 +100%
Northwest Bancshares Inc. 0 807 +807 +100%
Asset Dedication LLC 0 100 +100 +100%
Donaldson Capital Management LLC 0 1,125 +1,125 +100%
Wellington Shields Capital Management LLC 0 1,066 +1,066 +100%
Mather Group LLC. 0 79 +79 +100%
Pure Financial Advisors Inc. 0 933 +933 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 1,257 +1,257 +100%
Family Firm Inc. 0 846 +846 +100%
Rehmann Capital Advisory Group 0 1,694 +1,694 +100%
Trust Point Inc. 0 1,764 +1,764 +100%
Harbour Capital Advisors LLC 0 1,428 +1,428 +100%
Legacy Bridge LLC 0 5,501 +5,501 +100%
Flagship Harbor Advisors LLC 0 922 +922 +100%
Simon Quick Advisors LLC 0 809 +809 +100%
Bfsg LLC 0 150 +150 +100%
Guardian Financial Partners LLC 0 1,000 +1,000 +100%
Cedar Mountain Advisors LLC 0 10 +10 +100%
Altus Wealth Management LLC 0 1,000 +1,000 +100%
Veracity Capital LLC 0 2,748 +2,748 +100%
Davis Capital Management 0 39 +39 +100%
Rise Advisors LLC 0 260 +260 +100%
Sage Mountain Advisors LLC 0 835 +835 +100%
Opal Wealth Advisors LLC 0 178 +178 +100%
Baron Silver Stevens Financial Advisors LLC 0 904 +904 +100%
Wilson & Boucher Capital Management LLC 0 802 +802 +100%
Stonegate Investment Group LLC 0 1,060 +1,060 +100%
Simplicity Wealth LLC 0 2,080 +2,080 +100%
Core Wealth Partners LLC 0 1,000 +1,000 +100%
Linden Thomas Advisory Services LLC 0 927 +927 +100%
Cherry Tree Wealth Management LLC 0 13 +13 +100%
Jamison Private Wealth Management Inc. 0 42 +42 +100%
Sunpointe LLC 0 1,244 +1,244 +100%
VanderPol Investments L.L.C. 0 829 +829 +100%
Fox Hill Wealth Management 0 7,465 +7,465 +100%
Catalina Capital Group LLC 0 823 +823 +100%
13F Filers With Unchanged Share Count
Hazlett Burt & Watson Inc. 275 275 UNCH 0.00%
Valley National Advisers Inc. 17 17 UNCH 0.00%
NBT Bank N A NY 1,265 1,265 UNCH 0.00%
Parsons Capital Management Inc. RI 1,905 1,905 UNCH 0.00%
Baldwin Brothers Inc. MA 500 500 UNCH 0.00%
Optimum Investment Advisors 250 250 UNCH 0.00%
Adirondack Trust Co. 125 125 UNCH 0.00%
Boyd Watterson Asset Management LLC OH 174 174 UNCH 0.00%
Whittier Trust Co. 446 446 UNCH 0.00%
Private Trust Co. NA 361 361 UNCH 0.00%
MeadowBrook Investment Advisors LLC 4,845 4,845 UNCH 0.00%
SOL Capital Management CO 1,100 1,100 UNCH 0.00%
First National Bank & Trust Co. of Newtown 1,100 1,100 UNCH 0.00%
North Star Investment Management Corp. 539 539 UNCH 0.00%
Bangor Savings Bank 209 209 UNCH 0.00%
GHP Investment Advisors Inc. 8 8 UNCH 0.00%
Capital Investment Counsel Inc 1,238 1,238 UNCH 0.00%
GFS Advisors LLC 7,675 7,675 UNCH 0.00%
Hourglass Capital LLC 1,400 1,400 UNCH 0.00%
Westover Capital Advisors LLC 2,245 2,245 UNCH 0.00%
Kessler Investment Group LLC 2 2 UNCH 0.00%
Westside Investment Management Inc. 50 50 UNCH 0.00%
Oakworth Capital Inc. 250 250 UNCH 0.00%
CKW Financial Group 4,515 4,515 UNCH 0.00%
MCF Advisors LLC 17 17 UNCH 0.00%
Compagnie Lombard Odier SCmA 250 250 UNCH 0.00%
Sunbelt Securities Inc. 2 2 UNCH 0.00%
Silicon Valley Capital Partners 141 141 UNCH 0.00%
Bogart Wealth LLC 336 336 UNCH 0.00%
Legacy Advisors LLC 1,118 1,118 UNCH 0.00%
Successful Portfolios LLC 1,520 1,520 UNCH 0.00%
Global Trust Asset Management LLC 4 4 UNCH 0.00%
Carmichael Hill & Associates Inc. 280 280 UNCH 0.00%
Independence Bank of Kentucky 275 275 UNCH 0.00%
GPS Wealth Strategies Group LLC 25 25 UNCH 0.00%
Pflug Koory LLC 700 700 UNCH 0.00%
Retirement Group LLC 70 70 UNCH 0.00%
Apexium Financial LP 4,322 4,322 UNCH 0.00%
Criterion Capital Advisors LLC 140 140 UNCH 0.00%
Prestige Wealth Management Group LLC 61 61 UNCH 0.00%
PSI Advisors LLC 90 90 UNCH 0.00%
Avion Wealth 10 10 UNCH 0.00%
Pacifica Partners Inc. 230 230 UNCH 0.00%
Tsfg LLC 126 126 UNCH 0.00%
Key Financial Inc 162 162 UNCH 0.00%
CVA Family Office LLC 91 91 UNCH 0.00%
Concord Wealth Partners 329 329 UNCH 0.00%
TFC Financial Management 4 4 UNCH 0.00%
McLean Asset Management Corp 1,475 1,475 UNCH 0.00%
Annapolis Financial Services LLC 24 24 UNCH 0.00%
SOA Wealth Advisors LLC. 312 312 UNCH 0.00%
Bradley & Co. Private Wealth Management LLC 100 100 UNCH 0.00%
Bank of New Hampshire 135 135 UNCH 0.00%
Five Oceans Advisors 4,263 4,263 UNCH 0.00%
Activest Wealth Management 2 2 UNCH 0.00%
SJS Investment Consulting Inc. 3 3 UNCH 0.00%
City State Bank 100 100 UNCH 0.00%
DecisionPoint Financial LLC 13 13 UNCH 0.00%
Fortitude Family Office LLC 24 24 UNCH 0.00%
Creative Capital Management Investments LLC 39 39 UNCH 0.00%
SYSTM Wealth Solutions LLC 332 332 UNCH 0.00%
Mendota Financial Group LLC 1 1 UNCH 0.00%
Silvia Mccoll Wealth Management LLC 1,335 1,335 UNCH 0.00%
Arlington Trust Co LLC 48 48 UNCH 0.00%
Financial Perspectives Inc 267 267 UNCH 0.00%
Wetzel Investment Advisors Inc. 14 14 UNCH 0.00%
Voisard Asset Management Group Inc. 25 25 UNCH 0.00%
1858 Wealth Management LLC 3,392 3,392 UNCH 0.00%
13F Filers Decreasing TM Share Count
International Assets Investment Management LLC 173,713 914 -172,799 -99.47%
Simplex Trading LLC 29,382 1,081 -28,301 -96.32%
NBC Securities Inc. 156 36 -120 -76.92%
Benjamin F. Edwards & Company Inc. 162 52 -110 -67.90%
Farmers & Merchants Trust Co of Chambersburg PA 94 45 -49 -52.13%
Ashton Thomas Private Wealth LLC 2,823 1,358 -1,465 -51.90%
Sivia Capital Partners LLC 4,730 2,282 -2,448 -51.75%
Cary Street Partners Asset Management LLC 23,554 12,126 -11,428 -48.52%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 240 125 -115 -47.92%
Cary Street Partners Investment Advisory LLC 25,395 14,115 -11,280 -44.42%
Wambolt & Associates LLC 7,903 4,683 -3,220 -40.74%
Proequities Inc. 101 67 -34 -33.66%
Robinson Value Management Ltd. 16,154 10,903 -5,251 -32.51%
Summit Global Investments 12,217 9,213 -3,004 -24.59%
Gradient Investments LLC 2,513 1,940 -573 -22.80%
Harel Insurance Investments & Financial Services Ltd. 178 148 -30 -16.85%
Clarius Group LLC 4,922 4,154 -768 -15.60%
Sound Income Strategies LLC 66 56 -10 -15.15%
CWM LLC 44,354 39,006 -5,348 -12.06%
Field & Main Bank 50 45 -5 -10.00%
Householder Group Estate & Retirement Specialist LLC 141 127 -14 -9.93%
Ronald Blue Trust Inc. 1,412 1,282 -130 -9.21%
Argonautica Private Wealth Management Inc. 2,049 1,873 -176 -8.59%
First Affirmative Financial Network 2,916 2,685 -231 -7.92%
UMB Bank N A MO 887 821 -66 -7.44%
Kestra Private Wealth Services LLC 2,331 2,185 -146 -6.26%
Legacy Wealth Asset Management LLC 12,171 11,470 -701 -5.76%
CENTRAL TRUST Co 1,602 1,533 -69 -4.31%
Commonwealth Equity Services LLC 27,460 26,455 -1,005 -3.66%
Foster & Motley Inc. 45,149 43,575 -1,574 -3.49%
First Horizon Advisors Inc. 1,700 1,650 -50 -2.94%
Checchi Capital Advisers LLC 10,648 10,339 -309 -2.90%
Yousif Capital Management LLC 28,795 28,035 -760 -2.64%
Raymond James Financial Services Advisors Inc. 21,218 20,662 -556 -2.62%
Valeo Financial Advisors LLC 4,024 3,922 -102 -2.53%
Heritage Investors Management Corp 47,800 46,774 -1,026 -2.15%
Bruce G. Allen Investments LLC 469 460 -9 -1.92%
McMahon Financial Advisors LLC 13,131 12,879 -252 -1.92%
Veriti Management LLC 19,202 19,043 -159 -0.83%
Keel Point LLC 1,630 1,617 -13 -0.80%
Gold Investment Management Ltd. 11,733 11,648 -85 -0.72%
Richardson Financial Services Inc. 202 201 -1 -0.50%
Lodestone Wealth Management LLC 3,278 3,262 -16 -0.49%
Etesian Wealth Advisors Inc. 5,962 5,941 -21 -0.35%
Allworth Financial LP 3,081 3,078 -3 -0.10%
13F Filers Exiting TM
BKM Wealth Management LLC 215 0 -215 -100.00%
Turtle Creek Wealth Advisors LLC 111 0 -111 -100.00%
Sapient Capital LLC 1,516 0 -1,516 -100.00%
BayBridge Capital Group LLC 6,012 0 -6,012 -100.00%
McClarren Financial Advisors Inc. 3 0 -3 -100.00%
Tennessee Valley Asset Management Partners 600 0 -600 -100.00%
Curated Wealth Partners LLC 1,573 0 -1,573 -100.00%
Your Advocates Ltd. LLP 375 0 -375 -100.00%
FORA Capital LLC 6,289 0 -6,289 -100.00%
Glassman Wealth Services 740 0 -740 -100.00%
FDx Advisors Inc. 1,934 0 -1,934 -100.00%
Gilman Hill Asset Management LLC 11,443 0 -11,443 -100.00%
Capstone Investment Advisors LLC 3,073 0 -3,073 -100.00%
Central Bank & Trust Co. 54 0 -54 -100.00%
Webster Bank N. A. 200 0 -200 -100.00%
Bourgeon Capital Management LLC 33 0 -33 -100.00%
Victory Capital Management Inc. 9,021 0 -9,021 -100.00%

See Summary: Institutional Holders of TM
See Details: Top 10 Hedge Funds Holding TM

TM Holdings Changes | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.