 |
|
|
This page summarizes the WY 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 WY 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 WY Share Count |
|---|
| Prestige Wealth Management Group LLC |
1,000 |
9,786 |
+8,786 |
+878.60% |
| Gradient Investments LLC |
84 |
466 |
+382 |
+454.76% |
| American National Bank |
281 |
763 |
+482 |
+171.53% |
| Principal Financial Group Inc. |
1,016,937 |
2,491,743 |
+1,474,806 |
+145.02% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
23,624 |
47,056 |
+23,432 |
+99.19% |
| Wambolt & Associates LLC |
16,738 |
29,287 |
+12,549 |
+74.97% |
| Rational Advisors LLC |
753 |
1,295 |
+542 |
+71.98% |
| Banque Cantonale Vaudoise |
57,354 |
97,435 |
+40,081 |
+69.88% |
| Bruce G. Allen Investments LLC |
318 |
518 |
+200 |
+62.89% |
| Summit Trail Advisors LLC |
32,229 |
42,445 |
+10,216 |
+31.70% |
| Robeco Institutional Asset Management B.V. |
955,531 |
1,240,284 |
+284,753 |
+29.80% |
| Veriti Management LLC |
12,603 |
16,177 |
+3,574 |
+28.36% |
| WASHINGTON TRUST Co |
1,640 |
2,023 |
+383 |
+23.35% |
| Fortitude Family Office LLC |
287 |
347 |
+60 |
+20.91% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
181,844 |
219,444 |
+37,600 |
+20.68% |
| Van ECK Associates Corp |
46,959 |
56,266 |
+9,307 |
+19.82% |
| S.A. Mason LLC |
4,809 |
5,738 |
+929 |
+19.32% |
| Fifth Third Bancorp |
45,522 |
54,043 |
+8,521 |
+18.72% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
6,154 |
7,263 |
+1,109 |
+18.02% |
| V Square Quantitative Management LLC |
16,481 |
19,378 |
+2,897 |
+17.58% |
| Strong Tower Advisory Services |
22,014 |
25,793 |
+3,779 |
+17.17% |
| Checchi Capital Advisers LLC |
11,474 |
13,439 |
+1,965 |
+17.13% |
| Impax Asset Management Group plc |
859,953 |
996,202 |
+136,249 |
+15.84% |
| Pinnacle Associates Ltd. |
17,187 |
19,111 |
+1,924 |
+11.19% |
| Allworth Financial LP |
3,484 |
3,851 |
+367 |
+10.53% |
| Natixis Advisors L.P. |
206,599 |
226,807 |
+20,208 |
+9.78% |
| GAMMA Investing LLC |
9,516 |
10,410 |
+894 |
+9.39% |
| CWM LLC |
14,804 |
16,184 |
+1,380 |
+9.32% |
| PFG Investments LLC |
8,059 |
8,763 |
+704 |
+8.74% |
| Allspring Global Investments Holdings LLC |
5,901,372 |
6,406,086 |
+504,714 |
+8.55% |
| 180 Wealth Advisors LLC |
19,383 |
20,968 |
+1,585 |
+8.18% |
| Denali Advisors LLC |
21,187 |
22,896 |
+1,709 |
+8.07% |
| TSP Capital Management Group LLC |
11,561 |
12,461 |
+900 |
+7.78% |
| Lindbrook Capital LLC |
888 |
953 |
+65 |
+7.32% |
| Caldwell Sutter Capital Inc. |
149 |
159 |
+10 |
+6.71% |
| Wealth Enhancement Advisory Services LLC |
57,469 |
61,241 |
+3,772 |
+6.56% |
| Naviter Wealth LLC |
47,807 |
50,525 |
+2,718 |
+5.69% |
| First Pacific Financial |
19,963 |
20,933 |
+970 |
+4.86% |
| Capital Advisors Ltd. LLC |
229 |
240 |
+11 |
+4.80% |
| HB Wealth Management LLC |
13,769 |
14,373 |
+604 |
+4.39% |
| Pinnacle Financial Partners Inc. |
372,885 |
388,264 |
+15,379 |
+4.12% |
| BSW Wealth Partners |
5,835 |
6,075 |
+240 |
+4.11% |
| Arkadios Wealth Advisors |
30,316 |
31,442 |
+1,126 |
+3.71% |
| Slow Capital Inc. |
6,189 |
6,418 |
+229 |
+3.70% |
| Global Retirement Partners LLC |
3,530 |
3,657 |
+127 |
+3.60% |
| Park Avenue Securities LLC |
25,801 |
26,718 |
+917 |
+3.55% |
| Sound Income Strategies LLC |
2,591 |
2,682 |
+91 |
+3.51% |
| CAPROCK Group Inc. |
6,401 |
6,597 |
+196 |
+3.06% |
| Brown Advisory Inc. |
97,485 |
100,212 |
+2,727 |
+2.80% |
| Silver Lake Advisory LLC |
101,699 |
104,444 |
+2,745 |
+2.70% |
| Sarasin & Partners LLP |
545,638 |
556,737 |
+11,099 |
+2.03% |
| NBC Securities Inc. |
8,665 |
8,813 |
+148 |
+1.71% |
| O Keefe Stevens Advisory Inc. |
302,773 |
307,772 |
+4,999 |
+1.65% |
| DekaBank Deutsche Girozentrale |
490,625 |
497,254 |
+6,629 |
+1.35% |
| Legacy Wealth Asset Management LLC |
17,187 |
17,379 |
+192 |
+1.12% |
| AdvisorNet Financial Inc |
3,652 |
3,692 |
+40 |
+1.10% |
| Main Street Financial Solutions LLC |
7,512 |
7,589 |
+77 |
+1.03% |
| Voisard Asset Management Group Inc. |
296 |
299 |
+3 |
+1.01% |
| Sunbelt Securities Inc. |
8,052 |
8,132 |
+80 |
+0.99% |
| Keene & Associates Inc. |
16,132 |
16,291 |
+159 |
+0.99% |
| Lansing Street Advisors |
6,450 |
6,514 |
+64 |
+0.99% |
| First Affirmative Financial Network |
8,023 |
8,099 |
+76 |
+0.95% |
| Cedar Mountain Advisors LLC |
2,753 |
2,778 |
+25 |
+0.91% |
| Harbor Investment Advisory LLC |
3,806 |
3,840 |
+34 |
+0.89% |
| Unison Advisors LLC |
66,700 |
67,257 |
+557 |
+0.84% |
| Gulf International Bank UK Ltd |
62,387 |
62,854 |
+467 |
+0.75% |
| Means Investment CO. Inc. |
9,903 |
9,969 |
+66 |
+0.67% |
| Renaissance Group LLC |
6,819 |
6,863 |
+44 |
+0.65% |
| Valley National Advisers Inc. |
4,268 |
4,293 |
+25 |
+0.59% |
| Czech National Bank |
127,856 |
128,455 |
+599 |
+0.47% |
| Wealthfront Advisers LLC |
136,532 |
137,102 |
+570 |
+0.42% |
| Werlinich Asset Management LLC |
65,260 |
65,510 |
+250 |
+0.38% |
| Mission Wealth Management LP |
24,417 |
24,499 |
+82 |
+0.34% |
| Bellevue Asset Management LLC |
2,083 |
2,089 |
+6 |
+0.29% |
| Beach Investment Counsel Inc. PA |
219,170 |
219,768 |
+598 |
+0.27% |
| Shepherd Financial Partners LLC |
9,950 |
9,976 |
+26 |
+0.26% |
| Vicus Capital |
9,347 |
9,370 |
+23 |
+0.25% |
| Wiser Wealth Management Inc |
8,194 |
8,213 |
+19 |
+0.23% |
| Evanson Asset Management LLC |
30,594 |
30,665 |
+71 |
+0.23% |
| Bogart Wealth LLC |
538 |
539 |
+1 |
+0.19% |
| JGP Wealth Management LLC |
7,403 |
7,417 |
+14 |
+0.19% |
| Home Federal Bank of Tennessee |
36,807 |
36,857 |
+50 |
+0.14% |
| Institute for Wealth Management LLC. |
16,343 |
16,365 |
+22 |
+0.13% |
| Mather Group LLC. |
6,839 |
6,847 |
+8 |
+0.12% |
| Pallas Capital Advisors LLC |
12,077 |
12,091 |
+14 |
+0.12% |
| Gateway Investment Advisers LLC |
147,164 |
147,311 |
+147 |
+0.10% |
| State of Michigan Retirement System |
246,129 |
246,229 |
+100 |
+0.04% |
| United Asset Strategies Inc. |
6,160 |
6,162 |
+2 |
+0.03% |
| Retirement Systems of Alabama |
608,874 |
609,055 |
+181 |
+0.03% |
| MTM Investment Management LLC |
8,315 |
8,316 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In WY |
|---|
| Northwest Investment Counselors LLC |
0 |
927 |
+927 |
+100% |
| Confluence Investment Management LLC |
0 |
2,269,758 |
+2,269,758 |
+100% |
| Exchange Traded Concepts LLC |
0 |
335 |
+335 |
+100% |
| YHB Investment Advisors Inc. |
0 |
2,560 |
+2,560 |
+100% |
| Community Financial Services Group LLC |
0 |
37,126 |
+37,126 |
+100% |
| Riverview Trust Co |
0 |
1,596 |
+1,596 |
+100% |
| Horizon Financial Services LLC |
0 |
17 |
+17 |
+100% |
| Radnor Capital Management LLC |
0 |
60,373 |
+60,373 |
+100% |
| SpiderRock Advisors LLC |
0 |
27,356 |
+27,356 |
+100% |
| Clear Creek Financial Management LLC |
0 |
7,002 |
+7,002 |
+100% |
| TFC Financial Management |
0 |
5 |
+5 |
+100% |
| Rise Advisors LLC |
0 |
381 |
+381 |
+100% |
| Opal Wealth Advisors LLC |
0 |
350 |
+350 |
+100% |
| Global Wealth Strategies & Associates |
0 |
357 |
+357 |
+100% |
| Simplicity Wealth LLC |
0 |
13,579 |
+13,579 |
+100% |
| Global Assets Advisory LLC |
0 |
12,090 |
+12,090 |
+100% |
| SYSTM Wealth Solutions LLC |
0 |
387 |
+387 |
+100% |
| Register Financial Advisors LLC |
0 |
1,000 |
+1,000 |
+100% |
| Norden Group LLC |
0 |
23,177 |
+23,177 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
40 |
+40 |
+100% |
| Accordant Advisory Group Inc |
0 |
79,334 |
+79,334 |
+100% |
| Diversify Advisory Services LLC |
0 |
8,804 |
+8,804 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Hazlett Burt & Watson Inc. |
200 |
200 |
UNCH |
0.00% |
| Neville Rodie & Shaw Inc. |
27,600 |
27,600 |
UNCH |
0.00% |
| Mcrae Capital Management Inc. |
22,678 |
22,678 |
UNCH |
0.00% |
| Conning Inc. |
7,302 |
7,302 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
300 |
300 |
UNCH |
0.00% |
| Wendell David Associates Inc. |
6,680 |
6,680 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
6,729 |
6,729 |
UNCH |
0.00% |
| Barrett & Company Inc. |
561 |
561 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
31,915 |
31,915 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
4,000 |
4,000 |
UNCH |
0.00% |
| Courier Capital LLC |
17,501 |
17,501 |
UNCH |
0.00% |
| Spirit of America Management Corp NY |
5,800 |
5,800 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
2,344 |
2,344 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
1,107 |
1,107 |
UNCH |
0.00% |
| Forbes J M & Co. LLP |
16,101 |
16,101 |
UNCH |
0.00% |
| Webster Bank N. A. |
1,000 |
1,000 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
6,482 |
6,482 |
UNCH |
0.00% |
| Country Trust Bank |
57 |
57 |
UNCH |
0.00% |
| First United Bank Trust |
641 |
641 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
505 |
505 |
UNCH |
0.00% |
| Fiduciary Counselling Inc. |
252,473 |
252,473 |
UNCH |
0.00% |
| First National Trust Co |
6,120 |
6,120 |
UNCH |
0.00% |
| Pacific Heights Asset Management LLC |
150,000 |
150,000 |
UNCH |
0.00% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
18,530 |
18,530 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
1,643 |
1,643 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
250 |
250 |
UNCH |
0.00% |
| Bangor Savings Bank |
464 |
464 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
489 |
489 |
UNCH |
0.00% |
| Phocas Financial Corp. |
22,644 |
22,644 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
964 |
964 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
441 |
441 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
45 |
45 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
51,848 |
51,848 |
UNCH |
0.00% |
| Asset Dedication LLC |
646 |
646 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
2,050 |
2,050 |
UNCH |
0.00% |
| Court Place Advisors LLC |
8,250 |
8,250 |
UNCH |
0.00% |
| SignalPoint Asset Management LLC |
6,880 |
6,880 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
8 |
8 |
UNCH |
0.00% |
| MCF Advisors LLC |
61 |
61 |
UNCH |
0.00% |
| Gemmer Asset Management LLC |
6,936 |
6,936 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
239 |
239 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
174 |
174 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
7,011 |
7,011 |
UNCH |
0.00% |
| Grove Bank & Trust |
249 |
249 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
912 |
912 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
362 |
362 |
UNCH |
0.00% |
| Cable Hill Partners LLC |
10,128 |
10,128 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
139,156 |
139,156 |
UNCH |
0.00% |
| Security National Bank |
100 |
100 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
24 |
24 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
1,500 |
1,500 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
1 |
1 |
UNCH |
0.00% |
| Ellenbecker Investment Group |
9,600 |
9,600 |
UNCH |
0.00% |
| Versant Capital Management Inc |
21 |
21 |
UNCH |
0.00% |
| Pflug Koory LLC |
1,408 |
1,408 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
678 |
678 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
1,250 |
1,250 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
55,918 |
55,918 |
UNCH |
0.00% |
| Parcion Private Wealth LLC |
568,293 |
568,293 |
UNCH |
0.00% |
| CVA Family Office LLC |
300 |
300 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
52 |
52 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
200 |
200 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
340 |
340 |
UNCH |
0.00% |
| Maryland Capital Advisors Inc. |
979 |
979 |
UNCH |
0.00% |
| City State Bank |
4,140 |
4,140 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
7,462 |
7,462 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,440 |
1,440 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
250 |
250 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
1,783 |
1,783 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
1,600 |
1,600 |
UNCH |
0.00% |
| Prairie Sky Financial Group LLC |
16,000 |
16,000 |
UNCH |
0.00% |
| Union Savings Bank |
3,519 |
3,519 |
UNCH |
0.00% |
| CGC Financial Services LLC |
725 |
725 |
UNCH |
0.00% |
| Etesian Wealth Advisors Inc. |
7,212 |
7,212 |
UNCH |
0.00% |
| Financial Perspectives Inc |
590 |
590 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
18 |
18 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
181 |
181 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
10 |
10 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
1,505 |
1,505 |
UNCH |
0.00% |
| 13F Filers Decreasing WY Share Count |
|---|
| MV Capital Management Inc. |
2,722 |
363 |
-2,359 |
-86.66% |
| First Financialcorp IN |
1,275 |
187 |
-1,088 |
-85.33% |
| JFS Wealth Advisors LLC |
39 |
9 |
-30 |
-76.92% |
| Seascape Capital Management |
63,085 |
20,776 |
-42,309 |
-67.07% |
| Artemis Investment Management LLP |
700,250 |
255,201 |
-445,049 |
-63.56% |
| Mendota Financial Group LLC |
305 |
125 |
-180 |
-59.02% |
| SeaBridge Investment Advisors LLC |
42,658 |
23,756 |
-18,902 |
-44.31% |
| Foster & Motley Inc. |
12,695 |
7,146 |
-5,549 |
-43.71% |
| Summit Global Investments |
42,185 |
25,951 |
-16,234 |
-38.48% |
| Hudson Valley Investment Advisors Inc. ADV |
248,317 |
153,662 |
-94,655 |
-38.12% |
| Adams Asset Advisors LLC |
80,237 |
50,542 |
-29,695 |
-37.01% |
| Financial Management Professionals Inc. |
397 |
263 |
-134 |
-33.75% |
| Westside Investment Management Inc. |
612 |
456 |
-156 |
-25.49% |
| Newbridge Financial Services Group Inc. |
2,533 |
1,953 |
-580 |
-22.90% |
| Robinson Value Management Ltd. |
143,572 |
114,521 |
-29,051 |
-20.23% |
| Amalgamated Bank |
187,753 |
151,711 |
-36,042 |
-19.20% |
| Johnson Bixby & Associates LLC |
10,622 |
8,622 |
-2,000 |
-18.83% |
| LS Investment Advisors LLC |
32,714 |
26,799 |
-5,915 |
-18.08% |
| UMB Bank N A MO |
31,156 |
25,849 |
-5,307 |
-17.03% |
| Azzad Asset Management Inc. ADV |
94,485 |
78,558 |
-15,927 |
-16.86% |
| Raymond James Financial Services Advisors Inc. |
294,506 |
247,668 |
-46,838 |
-15.90% |
| First PREMIER Bank |
8,674 |
7,326 |
-1,348 |
-15.54% |
| Clarius Group LLC |
9,373 |
8,042 |
-1,331 |
-14.20% |
| Boston Common Asset Management LLC |
899,910 |
772,429 |
-127,481 |
-14.17% |
| Meyer Handelman Co. |
91,303 |
78,886 |
-12,417 |
-13.60% |
| Regions Financial Corp |
20,564 |
17,822 |
-2,742 |
-13.33% |
| Sequoia Financial Advisors LLC |
60,128 |
52,118 |
-8,010 |
-13.32% |
| Stratos Wealth Partners LTD. |
9,199 |
8,087 |
-1,112 |
-12.09% |
| Assenagon Asset Management S.A. |
96,008 |
84,424 |
-11,584 |
-12.07% |
| NovaPoint Capital LLC |
15,386 |
13,562 |
-1,824 |
-11.85% |
| Baldwin Brothers Inc. MA |
67,196 |
59,284 |
-7,912 |
-11.77% |
| Park Place Capital Corp |
256 |
227 |
-29 |
-11.33% |
| Procyon Private Wealth Partners LLC |
65,668 |
58,287 |
-7,381 |
-11.24% |
| SeaCrest Wealth Management LLC |
7,276 |
6,481 |
-795 |
-10.93% |
| DNB Asset Management AS |
120,200 |
107,533 |
-12,667 |
-10.54% |
| Raymond James Trust N.A. |
68,570 |
61,711 |
-6,859 |
-10.00% |
| Bfsg LLC |
223,229 |
202,512 |
-20,717 |
-9.28% |
| Rosenberg Matthew Hamilton |
3,727 |
3,388 |
-339 |
-9.10% |
| Commonwealth Equity Services LLC |
223,723 |
203,607 |
-20,116 |
-8.99% |
| Stock Yards Bank & Trust Co. |
12,027 |
11,027 |
-1,000 |
-8.31% |
| Benjamin F. Edwards & Company Inc. |
7,700 |
7,061 |
-639 |
-8.30% |
| BLB&B Advisors LLC |
13,111 |
12,045 |
-1,066 |
-8.13% |
| Coastal Investment Advisors Inc. |
8,954 |
8,248 |
-706 |
-7.88% |
| Private Advisor Group LLC |
44,548 |
41,053 |
-3,495 |
-7.85% |
| Mayflower Financial Advisors LLC |
11,072 |
10,208 |
-864 |
-7.80% |
| Compass Wealth Management LLC |
26,855 |
24,959 |
-1,896 |
-7.06% |
| Murphy Pohlad Asset Management LLC |
19,355 |
17,990 |
-1,365 |
-7.05% |
| Securian Asset Management Inc |
46,191 |
42,981 |
-3,210 |
-6.95% |
| First Horizon Advisors Inc. |
1,005 |
944 |
-61 |
-6.07% |
| Hanson & Doremus Investment Management |
21,070 |
19,811 |
-1,259 |
-5.98% |
| Fulton Bank N.A. |
6,716 |
6,316 |
-400 |
-5.96% |
| Horizon Bancorp Inc. IN |
1,067 |
1,004 |
-63 |
-5.90% |
| Catalyst Capital Advisors LLC |
753 |
711 |
-42 |
-5.58% |
| Millburn Ridgefield Corp |
753 |
711 |
-42 |
-5.58% |
| Wesbanco Bank Inc. |
7,570 |
7,150 |
-420 |
-5.55% |
| Hartford Financial Management Inc. |
27,240 |
25,735 |
-1,505 |
-5.52% |
| New York State Teachers Retirement System |
730,204 |
689,900 |
-40,304 |
-5.52% |
| Argyle Capital Management Inc. |
81,221 |
76,821 |
-4,400 |
-5.42% |
| Leavell Investment Management Inc. |
44,804 |
42,512 |
-2,292 |
-5.12% |
| State of Alaska Department of Revenue |
536,487 |
510,889 |
-25,598 |
-4.77% |
| CENTRAL TRUST Co |
31,898 |
30,416 |
-1,482 |
-4.65% |
| Curbstone Financial Management Corp |
70,750 |
67,590 |
-3,160 |
-4.47% |
| Hartford Investment Management Co. |
49,233 |
47,178 |
-2,055 |
-4.17% |
| Financial Security Advisor Inc. |
17,327 |
16,631 |
-696 |
-4.02% |
| Harbor Advisory Corp MA |
34,135 |
32,785 |
-1,350 |
-3.95% |
| NBT Bank N A NY |
28,992 |
27,850 |
-1,142 |
-3.94% |
| Hennion & Walsh Asset Management Inc. |
19,423 |
18,676 |
-747 |
-3.85% |
| Bank of New York Mellon Corp |
5,368,690 |
5,168,677 |
-200,013 |
-3.73% |
| Everett Harris & Co. CA |
31,759 |
30,604 |
-1,155 |
-3.64% |
| Louisiana State Employees Retirement System |
44,100 |
42,500 |
-1,600 |
-3.63% |
| Sumitomo Life Insurance Co. |
24,782 |
23,936 |
-846 |
-3.41% |
| New Mexico Educational Retirement Board |
38,119 |
36,819 |
-1,300 |
-3.41% |
| Private Trust Co. NA |
3,883 |
3,757 |
-126 |
-3.24% |
| American Financial Advisors LLC |
10,479 |
10,141 |
-338 |
-3.23% |
| California Public Employees Retirement System |
1,425,045 |
1,379,141 |
-45,904 |
-3.22% |
| Patten Group Inc. |
40,181 |
38,966 |
-1,215 |
-3.02% |
| Byrne Asset Management LLC |
27,522 |
26,702 |
-820 |
-2.98% |
| Cambridge Investment Research Advisors Inc. |
146,482 |
142,120 |
-4,362 |
-2.98% |
| Congress Wealth Management LLC DE |
56,523 |
54,888 |
-1,635 |
-2.89% |
| Woodmont Investment Counsel LLC |
92,872 |
90,268 |
-2,604 |
-2.80% |
| Kiley Juergens Wealth Management LLC |
23,315 |
22,683 |
-632 |
-2.71% |
| Cullen Investment Group LTD. |
53,011 |
51,599 |
-1,412 |
-2.66% |
| Greenleaf Trust |
20,374 |
19,840 |
-534 |
-2.62% |
| Ritholtz Wealth Management |
14,975 |
14,592 |
-383 |
-2.56% |
| Capital Investment Advisors LLC |
9,071 |
8,856 |
-215 |
-2.37% |
| BNC Wealth Management LLC |
8,687 |
8,487 |
-200 |
-2.30% |
| Parsons Capital Management Inc. RI |
25,913 |
25,316 |
-597 |
-2.30% |
| Cigna Investments Inc. New |
7,929 |
7,747 |
-182 |
-2.30% |
| Yousif Capital Management LLC |
128,464 |
125,556 |
-2,908 |
-2.26% |
| Values First Advisors Inc. |
16,327 |
16,018 |
-309 |
-1.89% |
| Telos Capital Management Inc. |
9,748 |
9,565 |
-183 |
-1.88% |
| Raymond James & Associates |
870,830 |
856,707 |
-14,123 |
-1.62% |
| Spire Wealth Management |
6,731 |
6,641 |
-90 |
-1.34% |
| Chesley Taft & Associates LLC |
171,312 |
169,097 |
-2,215 |
-1.29% |
| Reinhart Partners Inc. |
298,842 |
295,040 |
-3,802 |
-1.27% |
| Bristlecone Advisors LLC |
69,685 |
68,916 |
-769 |
-1.10% |
| Massmutual Trust Co. FSB ADV |
4,568 |
4,530 |
-38 |
-0.83% |
| Cultivar Capital Inc. |
305,605 |
303,141 |
-2,464 |
-0.81% |
| Baker Ellis Asset Management LLC |
171,097 |
169,907 |
-1,190 |
-0.70% |
| Moody National Bank Trust Division |
27,708 |
27,515 |
-193 |
-0.70% |
| Ferguson Wellman Capital Management Inc. |
8,555 |
8,495 |
-60 |
-0.70% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,813,247 |
1,801,882 |
-11,365 |
-0.63% |
| Salem Investment Counselors Inc. |
8,895 |
8,841 |
-54 |
-0.61% |
| J.W. Cole Advisors Inc. |
18,594 |
18,490 |
-104 |
-0.56% |
| Wedmont Private Capital |
12,613 |
12,543 |
-70 |
-0.55% |
| Zurcher Kantonalbank Zurich Cantonalbank |
136,466 |
135,731 |
-735 |
-0.54% |
| Uncommon Cents Investing LLC |
188,824 |
187,879 |
-945 |
-0.50% |
| Lantz Financial LLC |
39,045 |
38,858 |
-187 |
-0.48% |
| Trust Co. of Toledo NA OH |
46,710 |
46,519 |
-191 |
-0.41% |
| Clifford Swan Investment Counsel LLC |
123,586 |
123,120 |
-466 |
-0.38% |
| JB Capital LLC |
5,762 |
5,744 |
-18 |
-0.31% |
| Pinnacle West Asset Management Inc. |
9,870 |
9,840 |
-30 |
-0.30% |
| KAMES CAPITAL plc |
1,042,178 |
1,040,580 |
-1,598 |
-0.15% |
| Dakota Wealth Management |
14,749 |
14,739 |
-10 |
-0.07% |
| Premier Path Wealth Partners LLC |
6,210 |
6,206 |
-4 |
-0.06% |
| Rowland & Co. Investment Counsel ADV |
157,648 |
157,552 |
-96 |
-0.06% |
| Cascade Investment Advisors Inc. |
52,195 |
52,170 |
-25 |
-0.05% |
| TRUE Private Wealth Advisors |
11,925 |
11,922 |
-3 |
-0.03% |
| Alpha Omega Wealth Management LLC |
22,697 |
22,690 |
-7 |
-0.03% |
| True North Advisors LLC |
68,007 |
67,986 |
-21 |
-0.03% |
| Papp L Roy & Associates |
272,980 |
272,920 |
-60 |
-0.02% |
| Park National Corp OH |
7,648 |
7,647 |
-1 |
-0.01% |
| 13F Filers Exiting WY |
|---|
| Evergreen Private Wealth LLC |
36 |
0 |
-36 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
748 |
0 |
-748 |
-100.00% |
| Arlington Trust Co LLC |
113 |
0 |
-113 |
-100.00% |
| Kingswood Wealth Advisors LLC |
7,013 |
0 |
-7,013 |
-100.00% |
| Whitaker Myers Wealth Managers LTD. |
5,885 |
0 |
-5,885 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
87 |
0 |
-87 |
-100.00% |
| Guidance Capital Inc. |
21,788 |
0 |
-21,788 |
-100.00% |
| Granite Bay Wealth Management LLC |
72,292 |
0 |
-72,292 |
-100.00% |
| Level Financial Advisors Inc. |
126 |
0 |
-126 |
-100.00% |
| Planned Solutions Inc. |
3,065 |
0 |
-3,065 |
-100.00% |
| Tennessee Valley Asset Management Partners |
295 |
0 |
-295 |
-100.00% |
| International Assets Investment Management LLC |
60,216 |
0 |
-60,216 |
-100.00% |
| Symphony Financial Ltd. Co. |
12,035 |
0 |
-12,035 |
-100.00% |
| CX Institutional |
27,060 |
0 |
-27,060 |
-100.00% |
| Verdence Capital Advisors LLC |
27,134 |
0 |
-27,134 |
-100.00% |
| AMF Pensionsforsakring AB |
342,314 |
0 |
-342,314 |
-100.00% |
| Cutler Group LP |
1,707 |
0 |
-1,707 |
-100.00% |
| Simplex Trading LLC |
41,224 |
0 |
-41,224 |
-100.00% |
| Thompson Investment Management Inc. |
350 |
0 |
-350 |
-100.00% |
| Bourgeon Capital Management LLC |
480 |
0 |
-480 |
-100.00% |
| Lawson Kroeker Investment Management Inc. NE |
24,008 |
0 |
-24,008 |
-100.00% |
See Summary: Institutional Holders of WY
See Details: Top 10 Hedge Funds Holding WY
Also See: WY Insider Buying
|
|
