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Institutional Holders of TEI

There is a long list of 82 institutional holders of TEI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of TEI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TEI table below, the initial column indicates the name of each top institutional holder of TEI, with a link to that fund's top holdings. The next columns indicate the amount of TEI stock held by each of the institutional holders of TEI, followed by the TEI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Evergreen Capital Management LLC3,094,678$15,783 12/31/2023
     TEI3,094,678$15,783 12/31/2023
Morgan Stanley2,312,859$11,796 12/31/2023
     TEI2,312,859$11,796 12/31/2023
Invesco Ltd.776,773$3,962 12/31/2023
     TEI776,773$3,962 12/31/2023
HighTower Advisors LLC605,692$3,082 12/31/2023
     TEI605,692$3,082 12/31/2023
Waterfront Wealth Inc.507,408$2,588 12/31/2023
     TEI507,408$2,588 12/31/2023
Resources Investment Advisors LLC.494,790$2,523 12/31/2023
     TEI494,790$2,523 12/31/2023
Wells Fargo & Company MN447,975$2,285 12/31/2023
     TEI447,975$2,285 12/31/2023
Shaker Financial Services LLC389,206$1,985 12/31/2023
     TEI389,206$1,985 12/31/2023
Mutual Advisors LLC378,668$1,931 12/31/2023
     TEI378,668$1,931 12/31/2023
LPL Financial LLC349,801$1,784 12/31/2023
     TEI349,801$1,784 12/31/2023
Bank of America Corp DE310,479$1,583 12/31/2023
     TEI310,479$1,583 12/31/2023
Advisor Group Holdings Inc.290,584$1,482 12/31/2023
     TEI290,584$1,482 12/31/2023
Matisse Capital218,151$1,113 12/31/2023
     TEI218,151$1,113 12/31/2023
Landscape Capital Management L.L.C.193,692$988 12/31/2023
     TEI193,692$988 12/31/2023
Farther Finance Advisors LLC188,219$960 12/31/2023
     TEI188,219$960 12/31/2023
Oppenheimer & Co. Inc.135,635$692 12/31/2023
     TEI135,635$692 12/31/2023
GWM Advisors LLC124,300$634 12/31/2023
     TEI124,300$634 12/31/2023
Raymond James & Associates83,797$455 03/31/2024
     TEI83,797$455 03/31/2024
Private Advisor Group LLC85,471$436 12/31/2023
     TEI85,471$436 12/31/2023
Commonwealth Equity Services LLC71,558$365 12/31/2023
     TEI71,558$365 12/31/2023
Harbour Capital Advisors LLC66,879$357 03/31/2024
     TEI66,879$357 03/31/2024
Ancora Advisors LLC68,950$352 12/31/2023
     TEI68,950$352 12/31/2023
Invictus Private Wealth LLC65,502$334 12/31/2023
     TEI65,502$334 12/31/2023
New Harbor Financial Group LLC60,000$306 12/31/2023
     TEI60,000$306 12/31/2023
Kercheville Advisors LLC56,094$305 03/31/2024
     TEI56,094$305 03/31/2024
Guggenheim Capital LLC55,260$282 12/31/2023
     TEI55,260$282 12/31/2023
Vanguard Capital Wealth Advisors51,829$281 03/31/2024
     TEI51,829$281 03/31/2024
Hara Capital LLC50,765$276 03/31/2024
     TEI50,765$276 03/31/2024
Round Rock Advisors LLC49,498$269 03/31/2024
     TEI49,498$269 03/31/2024
Capital Investment Advisors LLC48,964$266 03/31/2024
     TEI48,964$266 03/31/2024
Elequin Capital LP50,100$256 12/31/2023
     TEI50,100$256 12/31/2023
Rathbone Brothers plc45,000$230 12/31/2023
     TEI45,000$230 12/31/2023
Stifel Financial Corp44,682$228 12/31/2023
     TEI44,682$228 12/31/2023
Capital Analysts LLC38,550$197 12/31/2023
     TEI38,550$197 12/31/2023
Cetera Investment Advisers37,628$192 12/31/2023
     TEI37,628$192 12/31/2023
Stephens Inc. AR37,175$190 12/31/2023
     TEI37,175$190 12/31/2023
Truist Financial Corp36,587$187 12/31/2023
     TEI36,587$187 12/31/2023
Gridiron Partners LLC36,570$187 12/31/2023
     TEI36,570$187 12/31/2023
Cetera Advisors LLC33,500$171 12/31/2023
     TEI33,500$171 12/31/2023
Cambridge Investment Research Advisors Inc.30,825$167 03/31/2024
     TEI30,825$167 03/31/2024
UBS Group AG32,079$164 12/31/2023
     TEI32,079$164 12/31/2023
Raymond James Financial Services Advisors Inc.29,667$161 03/31/2024
     TEI29,667$161 03/31/2024
Executive Wealth Management LLC31,204$159 12/31/2023
     TEI31,204$159 12/31/2023
National Asset Management Inc.30,668$156 12/31/2023
     TEI30,668$156 12/31/2023
Wolverine Asset Management LLC29,347$150 12/31/2023
     TEI29,347$150 12/31/2023
Royal Bank of Canada25,208$129 12/31/2023
     TEI25,208$129 12/31/2023
Comerica Bank22,892$117 12/31/2023
     TEI22,892$117 12/31/2023
SMH Capital Advisors Inc.22,279$114 12/31/2023
     TEI22,279$114 12/31/2023
Uncommon Cents Investing LLC20,350$110 03/31/2024
     TEI20,350$110 03/31/2024
Mariner LLC20,418$104 12/31/2023
     TEI20,418$104 12/31/2023

See All: Funds Holding TEI
See Details: Top 10 Hedge Funds Holding TEI
Also See: TEI Insider Buying
Also See: TEI Holdings Changes

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