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There is a long list of 410 institutional holders of TLH 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 TLH by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TLH table below,
the initial column indicates the name of each top institutional holder of TLH, with a link to that fund's top holdings. The next columns
indicate the amount of TLH stock held by each of the institutional holders of TLH, followed by the TLH position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 10,417,674 | $1,127,817 | 12/31/2023 | TLH | 10,417,674 | $1,127,817 | 12/31/2023 | Forum Financial Management LP | 6,961,445 | $753,646 | 12/31/2023 | TLH | 6,961,445 | $753,646 | 12/31/2023 | Envestnet Asset Management Inc. | 4,707,962 | $509,684 | 12/31/2023 | TLH | 4,707,962 | $509,684 | 12/31/2023 | Wells Fargo & Company MN | 3,673,520 | $397,695 | 12/31/2023 | TLH | 3,673,520 | $397,695 | 12/31/2023 | Ameriprise Financial Inc. | 3,511,884 | $378,970 | 12/31/2023 | TLH | 3,511,884 | $378,970 | 12/31/2023 | Richard Bernstein Advisors LLC | 3,397,695 | $367,835 | 12/31/2023 | TLH | 3,397,695 | $367,835 | 12/31/2023 | Truist Financial Corp | 3,304,371 | $357,731 | 12/31/2023 | TLH | 3,304,371 | $357,731 | 12/31/2023 | Annex Advisory Services LLC | 1,761,192 | $184,978 | 03/31/2024 | TLH | 1,761,192 | $184,978 | 03/31/2024 | Morgan Stanley | 1,698,035 | $183,829 | 12/31/2023 | TLH | 1,698,035 | $183,829 | 12/31/2023 | LPL Financial LLC | 1,140,005 | $123,417 | 12/31/2023 | TLH | 1,140,005 | $123,417 | 12/31/2023 | Itau Unibanco Holding S.A. | 1,064,557 | $115,249 | 12/31/2023 | TLH | 1,064,557 | $115,249 | 12/31/2023 | JPMorgan Chase & Co. | 1,035,027 | $112,052 | 12/31/2023 | TLH | 1,035,027 | $112,052 | 12/31/2023 | Johns Hopkins University | 1,025,380 | $111,008 | 12/31/2023 | TLH | 1,025,380 | $111,008 | 12/31/2023 | Stifel Financial Corp | 998,555 | $108,104 | 12/31/2023 | TLH | 998,555 | $108,104 | 12/31/2023 | UBS Group AG | 994,572 | $107,672 | 12/31/2023 | TLH | 994,572 | $107,672 | 12/31/2023 | Pathstone Holdings LLC | 800,549 | $86,525 | 12/31/2023 | TLH | 800,549 | $86,525 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 751,883 | $81,399 | 12/31/2023 | TLH | 751,883 | $81,399 | 12/31/2023 | Coldstream Capital Management Inc. | 732,886 | $79,342 | 12/31/2023 | TLH | 732,886 | $79,342 | 12/31/2023 | Financial Advisory Service Inc. | 655,832 | $68,882 | 03/31/2024 | TLH | 655,832 | $68,882 | 03/31/2024 | Royal Bank of Canada | 579,468 | $62,732 | 12/31/2023 | TLH | 579,468 | $62,732 | 12/31/2023 | Destination Wealth Management | 567,862 | $61,477 | 12/31/2023 | TLH | 567,862 | $61,477 | 12/31/2023 | Sequoia Financial Advisors LLC | 557,868 | $60,395 | 12/31/2023 | TLH | 557,868 | $60,395 | 12/31/2023 | First Citizens Bank & Trust Co. | 536,219 | $56,319 | 03/31/2024 | TLH | 536,219 | $56,319 | 03/31/2024 | RiverFront Investment Group LLC | 513,550 | $55,597 | 12/31/2023 | TLH | 513,550 | $55,597 | 12/31/2023 | BlackRock Inc. | 498,737 | $53,993 | 12/31/2023 | TLH | 498,737 | $53,993 | 12/31/2023 | Smith Anglin Financial LLC | 448,209 | $47,075 | 03/31/2024 | TLH | 448,209 | $47,075 | 03/31/2024 | Advisor Group Holdings Inc. | 385,208 | $41,716 | 12/31/2023 | TLH | 385,208 | $41,716 | 12/31/2023 | Raymond James & Associates | 364,236 | $38,256 | 03/31/2024 | TLH | 364,236 | $38,256 | 03/31/2024 | Commonwealth Equity Services LLC | 358,690 | $37,673 | 03/31/2024 | TLH | 358,690 | $37,673 | 03/31/2024 | Janney Montgomery Scott LLC | 322,482 | $34,911 | 12/31/2023 | TLH | 322,482 | $34,911 | 12/31/2023 | Prime Capital Investment Advisors LLC | 312,559 | $33,838 | 12/31/2023 | TLH | 312,559 | $33,838 | 12/31/2023 | CWM LLC | 303,422 | $31,868 | 03/31/2024 | TLH | 303,422 | $31,868 | 03/31/2024 | Marks Wealth LLC | 294,006 | $31,829 | 12/31/2023 | TLH | 294,006 | $31,829 | 12/31/2023 | Captrust Financial Advisors | 278,429 | $30,143 | 12/31/2023 | TLH | 278,429 | $30,143 | 12/31/2023 | MML Investors Services LLC | 248,860 | $26,942 | 12/31/2023 | TLH | 248,860 | $26,942 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 244,304 | $25,659 | 03/31/2024 | TLH | 244,304 | $25,659 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 233,362 | $25,264 | 12/31/2023 | TLH | 233,362 | $25,264 | 12/31/2023 | Arrow Financial Corp | 232,590 | $25,180 | 12/31/2023 | TLH | 232,590 | $25,180 | 12/31/2023 | Traverso Chambers Private Wealth Management LLC | 211,855 | $22,935 | 12/31/2023 | TLH | 211,855 | $22,935 | 12/31/2023 | Bank of Montreal Can | 194,519 | $21,193 | 12/31/2023 | TLH | 194,519 | $21,193 | 12/31/2023 | TD Waterhouse Canada Inc. | 194,145 | $21,018 | 12/31/2023 | TLH | 194,145 | $21,018 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 190,242 | $19,981 | 03/31/2024 | TLH | 190,242 | $19,981 | 03/31/2024 | Thrivent Financial for Lutherans | 170,066 | $18,411 | 12/31/2023 | TLH | 170,066 | $18,411 | 12/31/2023 | Park Avenue Securities LLC | 174,817 | $18,361 | 03/31/2024 | TLH | 174,817 | $18,361 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 168,741 | $17,723 | 03/31/2024 | TLH | 168,741 | $17,723 | 03/31/2024 | Johnson Bixby & Associates LLC | 163,449 | $17,167 | 03/31/2024 | TLH | 163,449 | $17,167 | 03/31/2024 | Members Advisory Group LLC | 160,184 | $16,825 | 03/31/2024 | TLH | 160,184 | $16,825 | 03/31/2024 | Cetera Investment Advisers | 153,700 | $16,640 | 12/31/2023 | TLH | 153,700 | $16,640 | 12/31/2023 | Regatta Capital Group LLC | 153,932 | $16,167 | 03/31/2024 | TLH | 153,932 | $16,167 | 03/31/2024 | Connectus Wealth LLC | 146,837 | $15,939 | 12/31/2023 | TLH | 146,837 | $15,939 | 12/31/2023 |
See All: Funds Holding TLH
See Details: Top 10 Hedge Funds Holding TLH
Also See: TLH Holdings Changes
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