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This page summarizes the TTC 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 TTC 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 TTC Share Count |
|---|
| Rise Advisors LLC |
14 |
302 |
+288 |
+2057.14% |
| UMB Bank N A MO |
21 |
274 |
+253 |
+1204.76% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
65 |
321 |
+256 |
+393.85% |
| Allspring Global Investments Holdings LLC |
279 |
1,258 |
+979 |
+350.90% |
| Park Avenue Securities LLC |
3,549 |
8,988 |
+5,439 |
+153.25% |
| DAVENPORT & Co LLC |
8,914 |
19,040 |
+10,126 |
+113.60% |
| Huntington National Bank |
2,576 |
5,221 |
+2,645 |
+102.68% |
| First Horizon Advisors Inc. |
290 |
472 |
+182 |
+62.76% |
| Consolidated Planning Corp |
37,218 |
47,896 |
+10,678 |
+28.69% |
| Victory Capital Management Inc. |
3,001,510 |
3,727,907 |
+726,397 |
+24.20% |
| Janney Montgomery Scott LLC |
8,099 |
9,750 |
+1,651 |
+20.39% |
| Accel Wealth Management |
2,094 |
2,510 |
+416 |
+19.87% |
| Fifth Third Bancorp |
621 |
742 |
+121 |
+19.48% |
| Zurcher Kantonalbank Zurich Cantonalbank |
30,170 |
35,660 |
+5,490 |
+18.20% |
| Running Oak Capital LLC |
85,271 |
98,968 |
+13,697 |
+16.06% |
| Spire Wealth Management |
4,749 |
5,418 |
+669 |
+14.09% |
| DNB Asset Management AS |
20,389 |
22,761 |
+2,372 |
+11.63% |
| Simon Quick Advisors LLC |
3,022 |
3,313 |
+291 |
+9.63% |
| Mutual Advisors LLC |
2,360 |
2,564 |
+204 |
+8.64% |
| TFC Financial Management |
12 |
13 |
+1 |
+8.33% |
| Wealth Enhancement Advisory Services LLC |
17,960 |
19,208 |
+1,248 |
+6.95% |
| Financial Advocates Investment Management |
2,852 |
2,997 |
+145 |
+5.08% |
| Claro Advisors LLC |
7,047 |
7,394 |
+347 |
+4.92% |
| Daiwa Securities Group Inc. |
6,600 |
6,900 |
+300 |
+4.55% |
| Ronald Blue Trust Inc. |
22 |
23 |
+1 |
+4.55% |
| Rockland Trust Co. |
154,223 |
160,239 |
+6,016 |
+3.90% |
| Assenagon Asset Management S.A. |
4,124 |
4,270 |
+146 |
+3.54% |
| Regions Financial Corp |
70,588 |
72,612 |
+2,024 |
+2.87% |
| State of Michigan Retirement System |
24,932 |
25,632 |
+700 |
+2.81% |
| Louisiana State Employees Retirement System |
29,200 |
30,000 |
+800 |
+2.74% |
| Willis Investment Counsel |
3,660 |
3,760 |
+100 |
+2.73% |
| GHP Investment Advisors Inc. |
5,818 |
5,960 |
+142 |
+2.44% |
| Principal Financial Group Inc. |
394,303 |
403,680 |
+9,377 |
+2.38% |
| Murphy Pohlad Asset Management LLC |
11,884 |
12,164 |
+280 |
+2.36% |
| Connecticut Wealth Management LLC |
2,647 |
2,703 |
+56 |
+2.12% |
| Capital Management Associates Inc |
5,581 |
5,681 |
+100 |
+1.79% |
| Cambiar Investors LLC |
112,368 |
114,263 |
+1,895 |
+1.69% |
| Benjamin F. Edwards & Company Inc. |
73,025 |
74,219 |
+1,194 |
+1.64% |
| CWM LLC |
1,057 |
1,074 |
+17 |
+1.61% |
| Commerce Bank |
40,698 |
41,328 |
+630 |
+1.55% |
| Marks Group Wealth Management Inc |
66,697 |
67,632 |
+935 |
+1.40% |
| JLB & Associates Inc. |
179,069 |
181,428 |
+2,359 |
+1.32% |
| Flagship Harbor Advisors LLC |
4,219 |
4,270 |
+51 |
+1.21% |
| BI Asset Management Fondsmaeglerselskab A S |
5,565 |
5,616 |
+51 |
+0.92% |
| Taylor Frigon Capital Management LLC |
14,847 |
14,964 |
+117 |
+0.79% |
| Impax Asset Management Group plc |
83,428 |
84,065 |
+637 |
+0.76% |
| Retirement Systems of Alabama |
151,637 |
152,675 |
+1,038 |
+0.68% |
| State of Alaska Department of Revenue |
17,721 |
17,831 |
+110 |
+0.62% |
| Diversified Trust Co |
11,912 |
11,962 |
+50 |
+0.42% |
| Proficio Capital Partners LLC |
2,849 |
2,861 |
+12 |
+0.42% |
| Dynamic Advisor Solutions LLC |
5,134 |
5,148 |
+14 |
+0.27% |
| Quent Capital LLC |
973 |
974 |
+1 |
+0.10% |
| PrairieView Partners LLC |
1,345 |
1,346 |
+1 |
+0.07% |
| Raymond James & Associates |
265,204 |
265,299 |
+95 |
+0.04% |
| Slow Capital Inc. |
4,821 |
4,822 |
+1 |
+0.02% |
| Great Waters Wealth Management |
8,209 |
8,211 |
+2 |
+0.02% |
| 13F Filers Reporting New Positions In TTC |
|---|
| Proequities Inc. |
0 |
103 |
+103 |
+100% |
| Gradient Investments LLC |
0 |
0 |
UNCH |
100% |
| McGlone Suttner Wealth Management Inc. |
0 |
0 |
UNCH |
100% |
| Wesbanco Bank Inc. |
0 |
5,647 |
+5,647 |
+100% |
| Speece Thorson Capital Group Inc. |
0 |
81,870 |
+81,870 |
+100% |
| Confluence Investment Management LLC |
0 |
225,773 |
+225,773 |
+100% |
| Tobam |
0 |
84,319 |
+84,319 |
+100% |
| Riverview Trust Co |
0 |
786 |
+786 |
+100% |
| Capital Advisors Ltd. LLC |
0 |
4 |
+4 |
+100% |
| FORA Capital LLC |
0 |
5,474 |
+5,474 |
+100% |
| Concord Wealth Partners |
0 |
26 |
+26 |
+100% |
| Opal Wealth Advisors LLC |
0 |
62 |
+62 |
+100% |
| Simplicity Wealth LLC |
0 |
7,422 |
+7,422 |
+100% |
| Daymark Wealth Partners LLC |
0 |
4,880 |
+4,880 |
+100% |
| Smartleaf Asset Management LLC |
0 |
38 |
+38 |
+100% |
| Mediolanum International Funds Ltd |
0 |
14,802 |
+14,802 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
10 |
10 |
UNCH |
0.00% |
| Ogorek Anthony Joseph NY ADV |
180 |
180 |
UNCH |
0.00% |
| New Mexico Educational Retirement Board |
21,400 |
21,400 |
UNCH |
0.00% |
| Parsons Capital Management Inc. RI |
24,000 |
24,000 |
UNCH |
0.00% |
| Adirondack Trust Co. |
100 |
100 |
UNCH |
0.00% |
| Whittier Trust Co. |
178 |
178 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
45 |
45 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
90 |
90 |
UNCH |
0.00% |
| Yorktown Management & Research Co Inc |
3,200 |
3,200 |
UNCH |
0.00% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
8,377 |
8,377 |
UNCH |
0.00% |
| Parkside Financial Bank & Trust |
40 |
40 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
59,877 |
59,877 |
UNCH |
0.00% |
| Bright Rock Capital Management LLC |
65,000 |
65,000 |
UNCH |
0.00% |
| Mather Group LLC. |
7,058 |
7,058 |
UNCH |
0.00% |
| Copeland Capital Management LLC |
30 |
30 |
UNCH |
0.00% |
| JNBA Financial Advisors |
489 |
489 |
UNCH |
0.00% |
| LVZ Advisors Inc. |
2,400 |
2,400 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
20 |
20 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
604 |
604 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
9,005 |
9,005 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
125 |
125 |
UNCH |
0.00% |
| Trust Point Inc. |
3,870 |
3,870 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
118 |
118 |
UNCH |
0.00% |
| Radnor Capital Management LLC |
15,900 |
15,900 |
UNCH |
0.00% |
| Versant Capital Management Inc |
25 |
25 |
UNCH |
0.00% |
| West Branch Capital LLC |
135 |
135 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
1,085 |
1,085 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
10 |
10 |
UNCH |
0.00% |
| Avion Wealth |
6 |
6 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
8,176 |
8,176 |
UNCH |
0.00% |
| S.A. Mason LLC |
6,732 |
6,732 |
UNCH |
0.00% |
| Key Financial Inc |
104 |
104 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
52 |
52 |
UNCH |
0.00% |
| Davis Capital Management |
552 |
552 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
9 |
9 |
UNCH |
0.00% |
| Hoese & Co LLP |
108 |
108 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
19 |
19 |
UNCH |
0.00% |
| Red Tortoise LLC |
25 |
25 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
380 |
380 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
8 |
8 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
1,354 |
1,354 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
340 |
340 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
274 |
274 |
UNCH |
0.00% |
| LGT Financial Advisors LLC |
318 |
318 |
UNCH |
0.00% |
| Valued Wealth Advisors LLC |
8 |
8 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
35 |
35 |
UNCH |
0.00% |
| 13F Filers Decreasing TTC Share Count |
|---|
| AdvisorNet Financial Inc |
560 |
92 |
-468 |
-83.57% |
| City State Bank |
283 |
83 |
-200 |
-70.67% |
| Larson Financial Group LLC |
892 |
337 |
-555 |
-62.22% |
| Fortis Group Advisors LLC |
152 |
76 |
-76 |
-50.00% |
| Private Trust Co. NA |
185 |
109 |
-76 |
-41.08% |
| GSA Capital Partners LLP |
5,771 |
3,740 |
-2,031 |
-35.19% |
| Handelsinvest Investeringsforvaltning |
4,295 |
2,827 |
-1,468 |
-34.18% |
| Oregon Public Employees Retirement Fund |
32,978 |
25,770 |
-7,208 |
-21.86% |
| D. B. Root & Company LLC |
7,480 |
5,920 |
-1,560 |
-20.86% |
| Pittenger & Anderson Inc. |
591 |
475 |
-116 |
-19.63% |
| Amalgamated Bank |
71,066 |
58,058 |
-13,008 |
-18.30% |
| SPF Beheer BV |
434,640 |
360,191 |
-74,449 |
-17.13% |
| Ipswich Investment Management Co. Inc. |
4,325 |
3,675 |
-650 |
-15.03% |
| GAMMA Investing LLC |
456 |
394 |
-62 |
-13.60% |
| Procyon Private Wealth Partners LLC |
2,659 |
2,302 |
-357 |
-13.43% |
| Cambridge Investment Research Advisors Inc. |
7,663 |
6,646 |
-1,017 |
-13.27% |
| Lindbrook Capital LLC |
247 |
216 |
-31 |
-12.55% |
| California Public Employees Retirement System |
259,534 |
227,010 |
-32,524 |
-12.53% |
| JFS Wealth Advisors LLC |
80 |
70 |
-10 |
-12.50% |
| Private Advisor Group LLC |
6,210 |
5,447 |
-763 |
-12.29% |
| Mn Services Vermogensbeheer B.V. |
47,800 |
42,000 |
-5,800 |
-12.13% |
| BNP Paribas Arbitrage SA |
68,150 |
60,199 |
-7,951 |
-11.67% |
| Apollon Wealth Management LLC |
8,753 |
7,825 |
-928 |
-10.60% |
| Massmutual Trust Co. FSB ADV |
156 |
140 |
-16 |
-10.26% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
24,998 |
22,598 |
-2,400 |
-9.60% |
| Nordea Investment Management AB |
1,529,678 |
1,427,635 |
-102,043 |
-6.67% |
| Van ECK Associates Corp |
236,321 |
221,283 |
-15,038 |
-6.36% |
| Natixis Advisors L.P. |
25,092 |
23,526 |
-1,566 |
-6.24% |
| Signaturefd LLC |
1,485 |
1,397 |
-88 |
-5.93% |
| Asset Management One Co. Ltd. |
37,335 |
35,358 |
-1,977 |
-5.30% |
| IFM Investors Pty Ltd |
22,350 |
21,279 |
-1,071 |
-4.79% |
| Modus Advisors LLC |
12,236 |
11,656 |
-580 |
-4.74% |
| Raymond James Financial Services Advisors Inc. |
18,575 |
17,839 |
-736 |
-3.96% |
| DekaBank Deutsche Girozentrale |
11,345 |
10,924 |
-421 |
-3.71% |
| Sumitomo Mitsui Trust Holdings Inc. |
219,041 |
211,338 |
-7,703 |
-3.52% |
| First Merchants Corp |
4,101 |
3,968 |
-133 |
-3.24% |
| Catalyst Capital Advisors LLC |
344 |
333 |
-11 |
-3.20% |
| Millburn Ridgefield Corp |
344 |
333 |
-11 |
-3.20% |
| Bank of New York Mellon Corp |
1,288,414 |
1,247,408 |
-41,006 |
-3.18% |
| Mutual of America Capital Management LLC |
64,179 |
62,204 |
-1,975 |
-3.08% |
| Benjamin Edwards Inc. |
1,068 |
1,042 |
-26 |
-2.43% |
| Securian Asset Management Inc |
8,700 |
8,500 |
-200 |
-2.30% |
| Allworth Financial LP |
352 |
344 |
-8 |
-2.27% |
| Yousif Capital Management LLC |
49,856 |
49,084 |
-772 |
-1.55% |
| Legacy Trust |
4,259 |
4,194 |
-65 |
-1.53% |
| Commonwealth Equity Services LLC |
25,488 |
25,145 |
-343 |
-1.35% |
| Values First Advisors Inc. |
17,216 |
16,988 |
-228 |
-1.32% |
| Baldwin Brothers Inc. MA |
2,025 |
2,000 |
-25 |
-1.23% |
| Nisa Investment Advisors LLC |
47,375 |
46,802 |
-573 |
-1.21% |
| Cornerstone Wealth Management LLC |
3,006 |
2,977 |
-29 |
-0.96% |
| Dillon & Associates Inc. |
3,460 |
3,437 |
-23 |
-0.66% |
| Resonant Capital Advisors LLC |
2,884 |
2,874 |
-10 |
-0.35% |
| Boston Trust Walden Corp |
316,031 |
315,682 |
-349 |
-0.11% |
| Ballentine Partners LLC |
3,021 |
3,018 |
-3 |
-0.10% |
| New York State Teachers Retirement System |
108,403 |
108,303 |
-100 |
-0.09% |
| 13F Filers Exiting TTC |
|---|
| Financial Synergies Wealth Advisors Inc. |
45 |
0 |
-45 |
-100.00% |
| Everpar Advisors LLC |
2,744 |
0 |
-2,744 |
-100.00% |
| International Assets Investment Management LLC |
3,744 |
0 |
-3,744 |
-100.00% |
| Curated Wealth Partners LLC |
6,904 |
0 |
-6,904 |
-100.00% |
| Ellis Investment Partners LLC |
2,148 |
0 |
-2,148 |
-100.00% |
| Oak Thistle LLC |
10,301 |
0 |
-10,301 |
-100.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
89 |
0 |
-89 |
-100.00% |
| Glassman Wealth Services |
40 |
0 |
-40 |
-100.00% |
| Robeco Institutional Asset Management B.V. |
52 |
0 |
-52 |
-100.00% |
| K.J. Harrison & Partners Inc |
19,000 |
0 |
-19,000 |
-100.00% |
| Rational Advisors LLC |
344 |
0 |
-344 |
-100.00% |
See Summary: Institutional Holders of TTC
See Details: Top 10 Hedge Funds Holding TTC
Also See: TTC Insider Buying
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