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STOCK TICKER:
Ameriprise Financial Inc.   (ticker: AMP)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 57,289,979
Previous Holdings: 56,831,795
Change: 0.81%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
AQR CAPITAL MANAGEMENT LLC bought1,371,159 1,371,159 Man Group plc 32%523,472 1,094,638
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 22%430,018 2,392,157 UBS Group AG 16%470,059 2,486,791
LORD ABBETT & CO LLC 44%410,745 1,350,966 AMERICAN CENTURY COMPANIES INC 14%255,019 1,630,393
WADDELL & REED FINANCIAL INC bought246,376 246,376 LYRICAL ASSET MANAGEMENT LP 10%235,445 2,070,738
REED CONNER & BIRDWELL LLC 5%227,640 4,707,878 PANAGORA ASSET MANAGEMENT INC 30%224,100 514,938
DEUTSCHE BANK AG 23%225,910 1,196,755 TD ASSET MANAGEMENT INC 47%220,649 247,290
Sumitomo Mitsui Trust Holdings, Inc. 39%214,689 772,063 STATE STREET CORP 3%183,660 5,713,745
PGGM Investments bought203,414 203,414 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold144,000 0
GREAT WEST LIFE ASSURANCE CO /CAN/ bought159,603 159,603 CITIGROUP INC 49%137,358 144,682
Twin Tree Management, LP 142%122,849 209,149 LSV ASSET MANAGEMENT 4%119,360 2,816,375
JANE STREET GROUP, LLC bought105,676 105,676 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 100%109,062 359
HENDERSON GROUP PLC 36%104,973 393,686 AMF Pensionsforsakring AB sold104,925 0
CREDIT SUISSE/ 37%97,376 358,962 Chevy Chase Trust Holdings, Inc. sold103,594 0
VEREDUS ASSET MANAGEMENT LLC 29%72,174 324,686 J P MORGAN CHASE & CO 2%101,357 4,336,414
BASSWOOD CAPITAL MANAGEMENT LLC 298%70,472 94,122 Allianz Asset Management AG 11%94,258 770,446
US BANCORP DE bought66,506 66,506 BARCLAYS PLC 35%88,059 162,761
PARAMETRIC PORTFOLIO ASSOCIATES 8%63,700 830,805 TORONTO DOMINION BANK sold84,010 0
Bank of New York Mellon CORP 5%57,817 1,224,189 Mitsubishi UFJ Securities International PLC sold74,600 0
FDx Advisors, Inc. 1,332%55,245 59,391 EXCHANGE TRADED CONCEPTS, LLC 92%74,242 6,881
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 60%52,774 141,331 WELLINGTON MANAGEMENT CO LLP 60%56,734 37,047
MASSMUTUAL TRUST CO FSB/ADV bought44,161 44,161 WOLVERINE TRADING, LLC 62%56,443 34,000
BI Asset Management Fondsmaeglerselskab A/S bought40,460 40,460 Public Sector Pension Investment Board 59%56,030 39,662
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. bought38,535 38,535 BANK OF MONTREAL /CAN/ 5%52,469 975,995
Interval Partners, LLC bought35,283 35,283 CAPITAL FUND MANAGEMENT S.A. 96%51,926 2,000
OLD MUTUAL ASSET MANAGERS UK LTD 56%28,315 78,541 Wealth Builders sold47,455 0
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 34%25,353 100,196 VICTORY CAPITAL MANAGEMENT INC 17%46,338 219,711
FORSTA AP-FONDEN bought23,900 23,900 NOMURA HOLDINGS INC sold45,061 0
ENVESTNET ASSET MANAGEMENT INC 12%22,619 205,404 PRUDENTIAL FINANCIAL INC 5%36,690 650,656
KEYBANK NATIONAL ASSOCIATION/OH 14%22,434 186,060 Connor, Clark & Lunn Investment Management Ltd. sold32,795 0
Treasurer of the State of North Carolina 71%21,730 52,300 IndexIQ Advisors LLC 100%32,629 44
APG All Pensions Group 90%20,446 43,097 UNIVEST CORP OF PENNSYLVANIA sold30,168 0
CIBC WORLD MARKETS CORP 134%20,137 35,117 TEACHER RETIREMENT SYSTEM OF TEXAS 19%29,602 127,591
SKBA CAPITAL MANAGEMENT LLC 30%19,650 85,250 STATE TREASURER STATE OF MICHIGAN 90%27,642 2,974
Beacon Harbor Wealth Advisors, Inc. bought19,376 19,376 CORNERCAP INVESTMENT COUNSEL INC sold27,080 0
CenterStar Asset Management, LLC 662%19,200 22,100 Bridgewater Associates, Inc.(Raymond Dalio) sold26,339 0
Foundry Partners, LLC 15%18,594 145,954 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 8%26,203 290,850
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC bought18,223 18,223 SUNRISE PARTNERS LLC /CT 62%26,024 16,221
WELLS FARGO & CO/MN 4%18,129 464,385 BESSEMER GROUP INC 98%25,202 494
ATWOOD & PALMER INC 11%14,258 147,886 BRIDGES INVESTMENT MANAGEMENT INC 73%24,717 9,300
LAZARD ASSET MANAGEMENT LLC 20%13,890 85,117 WAYNE HUMMER ASSET MANAGEMENT CO 10%23,519 208,717
THRIVENT FINANCIAL FOR LUTHERANS 23%13,453 71,891 USCA RIA LLC sold22,484 0
Railway Pension Investments Ltd bought13,100 13,100 Blueshift Asset Management, LLC sold20,940 0
Cubist Systematic Strategies, LLC bought12,864 12,864 Bleichroeder LP 92%19,685 1,639
TCW GROUP INC 5%12,532 255,920 MERITAGE PORTFOLIO MANAGEMENT 52%18,071 16,641
CANADA PENSION PLAN INVESTMENT BOARD 47%12,317 38,250 HENNESSY ADVISORS INC sold17,900 0
RHUMBLINE ADVISERS 5%12,199 266,137 BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 55%16,977 13,862
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 5%11,675 225,129 Rafferty Asset Management, LLC 77%16,027 4,923
Integrated Advisors Network LLC 71%11,020 26,466 DUPONT CAPITAL MANAGEMENT 85%15,720 2,818
Susquehanna International Group, LLP 9%10,603 129,516 DUALITY ADVISERS, LP sold15,446 0
UNITED SERVICES AUTOMOBILE ASSOCIATION 26%10,519 51,574 Pacer Advisors, Inc. sold14,487 0
Ensign Peak Advisors, Inc 5%10,428 208,588 Engineers Gate Manager LP sold14,128 0
ACADIAN ASSET MANAGEMENT LLC 105%9,338 18,252 Korea Investment CORP 12%14,000 99,246
Asset Advisors Investment Management, LLC 295%9,135 12,236 BP PLC sold14,000 0
Russell Investments Group, Ltd. 43%8,884 29,658 STATE OF WISCONSIN INVESTMENT BOARD 8%12,216 132,330
BNP Paribas Investment Partners S.A. 18%8,647 57,648 Zurcher Kantonalbank (Zurich Cantonalbank) 9%11,539 110,808
PUTNAM INVESTMENTS LLC 3%8,590 323,261 HIGHLAND CAPITAL MANAGEMENT CORP sold11,456 0
LEGAL & GENERAL GROUP PLC 1%8,083 822,615 Trexquant Investment LP sold11,340 0
SEI INVESTMENTS CO 4%7,914 189,758 WEDGE CAPITAL MANAGEMENT L L P/NC 6%10,946 176,254
DekaBank Deutsche Girozentrale 21%7,756 44,720 A.R.T. Advisors, LLC sold10,200 0
Sciencast Management LP bought7,500 7,500 Wealthfront Advisers LLC sold10,065 0
Robeco Institutional Asset Management B.V. 4%7,319 199,419 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 55%9,668 8,041
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 16%7,175 51,617 RAYMOND JAMES & ASSOCIATES 11%9,209 75,258
CAPTRUST FINANCIAL ADVISORS bought6,778 6,778 PRUDENTIAL CORP PLC sold8,444 0
Alaska Permanent Fund Corp bought6,480 6,480 ONTARIO TEACHERS PENSION PLAN BOARD 40%8,359 12,496
FINANCIAL COUNSELORS INC 5%5,964 118,313 JOHNSON INVESTMENT COUNSEL INC sold8,346 0
Patton Fund Management, Inc. bought5,943 5,943 MACKAY SHIELDS LLC 6%8,104 131,458
CREDIT AGRICOLE S A 17%5,688 39,144 Virtue Capital Management, LLC sold7,798 0
Redwood Investment Management, LLC bought5,084 5,084 M&G INVESTMENT MANAGEMENT LTD sold7,778 0
Great Lakes Retirement, Inc. bought5,077 5,077 Verdence Capital Advisors LLC sold7,501 0
KBC Group NV 5%4,579 88,847 Mn Services Vermogensbeheer B.V. 6%7,500 116,554
Osborn Rohs Williams & Donohoe Ltd bought4,545 4,545 DIMENSIONAL FUND ADVISORS INC 1%7,488 1,005,554
Gradient Investments LLC 7%4,496 64,506 TRANSCEND WEALTH COLLECTIVE, LLC sold7,450 0
MARTINGALE ASSET MANAGEMENT L P 20%4,298 25,279 NN Investment Partners Holdings N.V. 8%7,385 90,523
BP WEALTH MANAGEMENT, LLC 4%4,134 114,675 Mariner Quantitative Solutions, LLC 49%7,261 7,617
MERCER GLOBAL ADVISORS INC /ADV 147%4,111 6,901 Nuveen Asset Management, LLC 13%7,121 49,345
TELEMUS CAPITAL, LLC 181%4,004 6,219 EQUITABLE TRUST CO 10%7,113 66,795
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC bought3,875 3,875 Aperio Group, LLC 5%7,084 134,656
HM PAYSON & CO bought3,854 3,854 ING GROEP NV 73%6,370 2,320
BDO Wealth Advisors, LLC 50%3,784 11,329 MACKENZIE FINANCIAL CORP 72%6,170 2,433
HOHIMER WEALTH MANAGEMENT, LLC 17%3,719 25,441 Redpoint Investment Management Pty Ltd 21%6,024 22,615
DIVIDEND GROWTH ADVISORS, LLC 10%3,649 39,613 PRINCIPAL FINANCIAL GROUP INC 2%6,021 305,931
Ancora Advisors, LLC bought3,524 3,524 SMH CAPITAL INC. sold5,870 0
COMMONWEALTH EQUITY SERVICES, LLC. 17%3,494 23,583 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 3%5,700 184,831
Janney Montgomery Scott LLC 64%3,379 8,689 SIMPLEX TRADING, LLC sold5,565 0
BURNEY CO/ bought3,313 3,313 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC sold5,500 0
DUBUQUE BANK & TRUST CO bought3,270 3,270 HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. 55%5,500 4,500
LPL Financial CORP 31%3,240 13,680 Assenagon Asset Management S.A. sold5,251 0
BKD Wealth Advisors, LLC bought3,240 3,240 ENCORE BANK NA 33%5,018 10,129
AGF FUNDS INC bought3,079 3,079 Calamos Advisors LLC 9%4,757 47,935
FIRST TRUST ADVISORS LP 1%3,051 228,049 Glenview Trust Co 14%4,384 27,747
NISA INVESTMENT ADVISORS L L C 5%2,930 60,897 Sepio Capital, LLC sold4,360 0
Sontag Advisory, LLC bought2,916 2,916 FEDERATED INVESTORS INC /PA/ 3%4,275 163,864
GABELLI FUNDS LLC bought2,900 2,900 Lingohr & Partner Asset Management GmbH 58%3,974 2,826
Estate Counselors, LLC bought2,880 2,880 AlphaCrest Capital Management LLC 55%3,815 3,113
Montecito Bank & Trust 71%2,844 6,862 LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 4%3,609 80,056
Quantitative Systematic Strategies LLC bought2,832 2,832 Menard Financial Group LLC sold3,587 0
Baird Financial Group, Inc. bought2,650 2,650 Ativo Capital Management LLC sold3,587 0
ASSOCIATED BANC-CORP 5%2,552 54,328 Teza Capital Management LLC sold3,558 0
Community Capital Management, Inc. 40%2,500 8,819 Verity & Verity, LLC 10%3,505 31,630
GREATMARK INVESTMENT PARTNERS, INC. 7%2,482 38,922 MACQUARIE GROUP LTD 40%3,375 5,000
SYNOVUS FINANCIAL CORP 90%2,470 5,221 SG Americas Securities, LLC 34%3,322 6,437
MML INVESTORS SERVICES, LLC 18%2,434 15,685 361 CAPITAL LLC sold3,312 0
Pettee Investors, Inc. bought2,400 2,400 OAKBROOK INVESTMENTS LLC sold3,312 0
Cutler Group LP 2,350%2,350 2,450 PIEDMONT INVESTMENT ADVISORS LLC 6%3,236 55,107
JS Capital Management LLC bought2,200 2,200 Kames Capital plc 26%3,213 9,143
Aurora Private Wealth, Inc. bought2,182 2,182 TOTH FINANCIAL ADVISORY CORP 92%3,150 290
Kentucky Retirement Systems 33%2,135 8,653 BLAIR WILLIAM & CO/IL 15%3,120 17,510
BOSTON FINANCIAL MANGEMENT INC /MA bought2,128 2,128 Private Advisor Group, LLC sold3,061 0
Enlightenment Research, LLC bought2,100 2,100 Corient Capital Partners, LLC 22%3,000 10,907
Allen Investment Management LLC bought1,964 1,964 NEW YORK STATE COMMON RETIREMENT FUND 1%2,950 229,487
FRANKLIN RESOURCES INC 2%1,806 74,956 ZEKE CAPITAL ADVISORS, LLC sold2,904 0
FIDUCIARY TRUST CO 47%1,800 5,640 AE Wealth Management LLC sold2,847 0
Symmetry Partner, LLC 89%1,796 3,815 World Asset Management Inc 27%2,814 7,462
ARONSON & JOHNSON & ORTIZ, LP 3%1,725 65,383 LOWE BROCKENBROUGH & CO INC 5%2,813 51,610
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 34%1,672 6,593 Financial Advisors Network, Inc. sold2,772 0
FORTEM FINANCIAL GROUP, LLC 11%1,625 16,210 PUTNAM FL INVESTMENT MANAGEMENT CO 49%2,727 2,851
GUGGENHEIM CAPITAL LLC 8%1,595 22,354 MDAM Asset Management Co., Ltd. sold2,634 0
Tredje AP-fonden 20%1,572 9,544 TWIN FOCUS CAPITAL PARTNERS, LLC sold2,628 0
Raymond James Financial Services Advisors, Inc. 3%1,433 45,285 TEWKSBURY CAPITAL MANAGEMENT LTD sold2,614 0
CADENCE CAPITAL MANAGEMENT LLC 10%1,426 16,430 BAROMETER CAPITAL MANAGEMENT INC. sold2,600 0
Leisure Capital Management 21%1,125 6,515 MEIJI YASUDA LIFE INSURANCE CO sold2,600 0
IBM Retirement Fund 60%1,122 2,987 Mitsubishi UFJ Asset Management Co., Ltd. 6%2,563 36,905
NOMURA ASSET MANAGEMENT CO LTD 5%1,094 24,326 FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 5%2,400 41,757
SILVERCREST ASSET MANAGEMENT GROUP LLC 0%1,074 478,447 NEW MEXICO EDUCATIONAL RETIREMENT BOARD 23%2,350 7,981
Van Hulzen Asset Management, LLC 46%1,067 3,368 DIAM Co., Ltd. 3%2,281 66,620
Aristotle Atlantic Partners, LLC 9%974 11,658 SCOTIA CAPITAL INC. sold2,276 0
COMMERCE BANK N A/MO 6%969 18,229 Vident Investment Advisory, LLC 13%2,275 14,686
Alaska Retirement Management Board 5%962 21,788 Grantham, Mayo, Van Otterloo & Co. LLC 6%2,266 35,785
Wealthstreet Investment Advisors, LLC 41%900 3,073 ELLINGTON MANAGEMENT GROUP LLC sold2,200 0
M&T BANK CORP 3%900 29,245 Paragon Capital Management Ltd sold2,187 0
Hartland & Co., LLC bought900 900 CHICAGO TRUST Co NA 16%2,154 11,704
Altium Wealth Management LLC 20%894 5,464 One Wealth Advisors, LLC 29%2,087 5,073
People's United Financial, Inc. 10%889 9,410 Pinnacle Wealth Planning Services, Inc. sold2,085 0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 14%841 6,941 THOMAS WHITE INTERNATIONAL LTD 30%2,050 4,787
Kentucky Retirement Systems Insurance Trust Fund 28%840 3,841 Meridian Wealth Advisors, LLC sold1,997 0
Skandinaviska Enskilda Banken AB (publ) 4%803 22,595 IEQ CAPITAL, LLC sold1,966 0
ALPINE WOODS CAPITAL INVESTORS, LLC 32%800 3,300 GREENLEAF TRUST sold1,964 0
MainStreet Investment Advisors LLC 10%790 8,341 Banco Santander, S.A. sold1,917 0
Rockefeller Capital Management L.P. 21%767 4,409 Affinity Investment Advisors, LLC sold1,898 0
STRS OHIO 13%759 6,460 Xact Kapitalforvaltning AB 7%1,847 25,433
REGIONS FINANCIAL CORP 5%754 14,925 KLINGENSTEIN FIELDS & CO LLC 5%1,800 35,195
Patton Albertson & Miller, LLC 7%734 10,587 DAL Investment CO sold1,800 0
Valeo Financial Advisors, LLC bought719 719 Gilbert & Cook, Inc. sold1,785 0
Patriot Financial Group Insurance Agency, LLC 2,000%660 693 Eqis Capital Management, Inc. 40%1,783 2,668
BALLAST ADVISORS LLC bought653 653 ALLIANCEBERNSTEIN L.P. 1%1,778 216,055
JENNISON ASSOCIATES LLC 6%638 12,124 Buckingham Capital Management, Inc. 18%1,762 8,121
Krane Funds Advisors LLC 20%634 3,867 National Asset Management, Inc. sold1,739 0
FIFTH THIRD BANCORP 12%613 5,536 LEAVELL INVESTMENT MANAGEMENT, INC. sold1,732 0
TEXAS PERMANENT SCHOOL FUND 3%566 22,984 PINNACLE ASSOCIATES LTD sold1,724 0
EPG Wealth Management LLC bought563 563 ROCKLAND TRUST CO sold1,720 0
VAN ECK ASSOCIATES CORP 10%554 6,065 BTC Capital Management, Inc. 7%1,708 21,381
Parallel Advisors, LLC 58%543 1,483 Goss Wealth Management LLC 29%1,708 4,135
Vestcor Investment Management Corp 23%516 2,713 COLONY GROUP LLC sold1,681 0
Gulf International Bank (UK) Ltd 2%509 32,007 HORIZON ASSET MANAGEMENT INC/NY sold1,680 0
WESTPAC BANKING CORP 3%500 18,131 HYMAN CHARLES D sold1,674 0
Johnson Financial Group, Inc. 7%455 7,319 HBK Sorce Advisory LLC sold1,629 0
Dean Capital Management 10%436 4,621 Coconut Grove Bank sold1,609 0
Kinneret Advisory, LLC 13%433 3,860 STEPHENS INC /AR/ sold1,603 0
HHM Wealth Advisors, LLC bought421 421 EP Wealth Advisors, Inc. sold1,600 0
BRINKER CAPITAL INC 8%415 5,400 Gs Investments, Inc. 9%1,595 16,250
Livforsakringsaktiebolaget Skandia (publ) 3%400 14,043 LAKE STREET ADVISORS GROUP, LLC sold1,586 0
Focused Wealth Management, Inc 62%400 1,050 Lombard Odier Asset Management (Europe) Ltd sold1,583 0
Mitsubishi UFJ Trust & Banking Corp 1%400 27,249 DAVIDSON D A & CO sold1,577 0
Ethic Inc. 25%396 1,953 WELCH & FORBES LLC 1%1,564 212,999
NORDEA INVESTMENT MANAGEMENT AB 5%393 7,559 HALLMARK CAPITAL MANAGEMENT INC sold1,516 0
PARK AVENUE SECURITIES LLC 19%376 2,364 Sustainable Insight Capital Management, LLC sold1,510 0
Amerivest Investment Management LLC 130%343 606 JUMP TRADING, LLC sold1,483 0
Diversified Trust Co 12%323 3,073 TCTC Holdings, LLC sold1,480 0
PROEQUITIES, INC. 59%319 858 WEISS CAPITAL LLC sold1,474 0
RAYMOND JAMES TRUST CO 2%304 15,253 GATEWAY INVESTMENT ADVISERS LLC sold1,467 0
Northwest Bancshares, Inc. 1%272 20,725 LLBH Private Wealth Management, LLC sold1,460 0
AIA Investment Management Private Ltd bought266 266 Financial Network sold1,449 0
Balentine LLC bought247 247 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 5%1,438 27,980
WETHERBY ASSET MANAGEMENT INC 6%245 4,329 COLDSTREAM CAPITAL MANAGEMENT INC sold1,435 0
Bartlett & Co. LLC bought241 241 Financial Advocates Investment Management sold1,421 0
FIRST MERCANTILE TRUST CO 12%232 2,114 Steward Partners Investment Advisory, LLC 9%1,405 14,842
ETF MANAGERS GROUP, LLC 11%220 2,165 THOMPSON INVESTMENT MANAGEMENT, INC. sold1,402 0
Lindbrook Capital, LLC 28%214 985 Wellington Shields Capital Management, LLC sold1,400 0
FULTON BANK, N.A. 2%211 9,807 FIRST MERCHANTS CORP 5%1,382 26,004
WHITTIER TRUST CO 22%207 1,132 NuWave Investment Management, LLC sold1,379 0
Regent Investment Management LLC 2%206 11,819 RENAISSANCE GROUP LLC sold1,372 0
Creative Planning 3%205 7,140 PINNACLE FINANCIAL PARTNERS INC sold1,369 0
CIGNA INVESTMENTS INC /NEW 6%200 3,646 LYELL WEALTH MANAGEMENT, LP sold1,365 0
CX Institutional 274%192 262 Evercore Wealth Management, LLC sold1,359 0
OPPENHEIMER ASSET MANAGEMENT INC 4%190 5,512 Old Port Advisors sold1,349 0
Eudaimonia Partners, LLC bought189 189 Cambria Investment Management, L.P. 19%1,331 5,570
AMERITAS INVESTMENT CORP bought179 179 HANCOCK HOLDING CO sold1,329 0
Veritable, L.P. 4%174 5,049 Pinnacle Wealth Management Advisory Group, LLC sold1,325 0
BENJAMIN F. EDWARDS & COMPANY, INC. 100%168 336 COURIER CAPITAL CORP sold1,322 0
BerganKDV Wealth Management, LLC 71%163 393 CAMBRIDGE TRUST CO sold1,319 0
Ellevest, Inc. 58%159 435 EAGLE GLOBAL ADVISORS LLC sold1,315 0
AdvisorNet Financial, Inc 15%148 1,128 Traverso Chambers Private Wealth Management, LLC sold1,311 0
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 0%147 33,736 GV Capital Management sold1,291 0
Perennial Advisors, LLC bought140 140 Shorepoint Capital Partners LLC sold1,290 0
Key FInancial Inc bought139 139 CHICAGO EQUITY PARTNERS LLC 18%1,285 5,938
Savant Capital Management Inc 4%125 3,442 Freestone Capital Holdings, LLC sold1,277 0
PrairieView Partners, LLC bought120 120 Keebeck Alpha, LP sold1,246 0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0%115 176,609 MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 4%1,240 34,124
WHITTIER TRUST CO OF NEVADA INC 14%110 920 AVALON ADVISORS L P sold1,235 0
HPM Partners LLC 4%108 2,849 Argent Trust Co sold1,234 0
Berman Capital Advisors, LLC 60%104 278 Lombard Odier Asset Management (Switzerland) SA sold1,226 0
Westside Investment Management, Inc. bought102 102 Sequoia Financial Advisors, LLC sold1,209 0
TCI Wealth Advisors, Inc. 29%97 430 SUMMIT WEALTH & RETIREMENT PLANNING, INC. sold1,200 0
Williams Jones Wealth Management, LLC. 2%90 5,923 Copeland Capital Management, LLC 5%1,200 23,475
HARTFORD INVESTMENT MANAGEMENT CO 1%85 13,866 ROPES WEALTH ADVISORS LLC 68%1,177 557
Wealth Quarterback LLC bought85 85 ALLSTATE CORP 32%1,086 2,322
Independent Advisor Alliance 3%84 3,002 EATON VANCE MANAGEMENT 0%1,040 272,599
Arkadios Wealth Advisors bought84 84 Strategic Global Advisors, LLC 14%1,014 6,456
REGENTATLANTIC CAPITAL LLC 1%77 5,613 Arizona State Retirement System 4%1,010 22,780
Royal Fund Management, LLC bought73 73 MetLife Investment Advisors, LLC 3%1,000 32,657
Tarbox Group, Inc. 264%66 91 SENTRY INVESTMENT MANAGEMENT INC 12%999 7,436
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1%62 6,102 Sumitomo Mitsui Asset Management Company, LTD 12%990 7,260
Blue Sky Asset Management, LLC 2%60 2,960 Neuberger Berman Group LLC 3%949 30,519
HighMark Wealth Management LLC bought59 59 FIRST HAWAIIAN BANK 9%890 8,685
Wealthcare Advisory Partners LLC 5,800%58 59 Sullivan, Bruyette, Speros & Blaney, Inc. sold862 0
Sowell Financial Services LLC 24%55 288 HORIZON BANCORP /IN/ sold861 0
CITY HOLDING CO bought55 55 LeJeune Puetz Investment Counsel LLC sold850 0
UMB BANK N A/MO 2%53 2,573 LS Investment Advisors, LLC 21%825 3,140
Ascent Wealth Partners, LLC 0%53 21,957 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4%779 17,620
Penserra Capital Management LLC 38%48 174 Arden Trust Co 37%775 1,296
LOOMIS SAYLES & CO L P 60%47 125 HighTower Advisors, LLC 3%746 26,058
SECURITY NATIONAL TRUST CO bought31 31 PEOPLES FINANCIAL SERVICES CORP. 43%742 990
Prestige Wealth Management Group LLC 140%28 48 Clear Harbor Asset Management, LLC sold692 0
CONTRAVISORY INVESTMENT MANAGEMENT, INC. bought22 22 TRUE Private Wealth Advisors 83%648 132
Sandy Spring Bank bought17 17 SHELL ASSET MANAGEMENT CO 6%600 9,407
ARLINGTON PARTNERS LLC bought14 14 Louisiana State Employees Retirement System 10%600 5,400
Retirement Systems of Alabama 0%14 55,695 IFM Investors Pty Ltd 4%589 13,864
MOTCO 3%13 404 Rampart Investment Management Company, LLC 34%531 1,024
Glassman Wealth Services 43%12 40 GOFEN & GLOSSBERG LLC /IL/ 13%500 3,208
ETRADE Capital Management LLC 0%11 5,898 PNC FINANCIAL SERVICES GROUP INC 7%441 6,068
Arjuna Capital 0%11 3,449 FIRST MANHATTAN CO 1%439 30,624
BRONFMAN E.L. ROTHSCHILD, L.P. 0%11 2,357 Lido Advisors, LLC 12%431 3,076
LIBERTY WEALTH MANAGEMENT LLC 50%10 30 Americana Partners, LLC sold428 0
FLAGSHIP HARBOR ADVISORS, LLC 1%10 1,795 Stratos Wealth Partners, LTD. 17%419 2,074
Candriam Luxembourg S.C.A. 0%10 69,169 WEBSTER BANK, N. A. 35%407 767
Harwood Advisory Group, LLC bought7 7 MARK SHEPTOFF FINANCIAL PLANNING, LLC sold400 0
Bedel Financial Consulting, Inc. bought7 7 BOYAR ASSET MANAGEMENT INC 1%399 28,915
AMERICAN INTERNATIONAL GROUP INC 0%6 51,189 Legacy Private Trust Co. 2%396 23,329
PIN OAK INVESTMENT ADVISORS INC 2%3 148 PLIMOTH TRUST CO LLC 8%375 4,240
Perkins Coie Trust Co bought3 3 Dai-Ichi Life Insurance Company, Ltd 3%354 9,828
HOWE & RUSLING INC 4%1 26 Wellesley Investment Partners, LLC 6%350 5,180
Achmea Investment Management B.V. sold349 0
CIBC Global Asset Management Inc 3%334 11,314
OneAscent Financial Services LLC 13%324 2,185
Choate Investment Advisors 2%320 20,362
FineMark National Bank & Trust 4%317 7,349
HUNTINGTON ASSET ADVISORS, INC. sold312 0
Harvest Fund Management Co., Ltd 34%310 596
RMB Capital Management, LLC 13%307 2,100
ROYAL LONDON ASSET MANAGEMENT LTD 1%305 49,746
Asio Capital, LLC sold300 0
AVIVA PLC 1%297 44,557
Bremer Bank National Association 8%284 3,099
BLB&B Advisors, LLC 12%281 2,151
TDAM USA INC. 3%278 10,058
Busey Trust CO sold275 0
Mirae Asset Global Investments Co., Ltd. 7%269 3,495
Atlantic Trust Group, LLC 0%263 168,832
DODGE & COX(DODGE & COX) 8%240 2,702
EVOKE WEALTH, LLC 70%235 103
SRB Corp 7%233 3,017
Anfield Capital Management, LLC sold225 0
CWM, LLC 44%224 290
FIRST INTERSTATE BANK sold200 0
ADVANTUS CAPITAL MANAGEMENT INC 2%200 12,608
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 9%199 1,900
MAI Wealth Advisors 4%198 4,970
SIGNATUREFD, LLC 14%187 1,113
Arete Wealth Advisors, LLC 5%185 3,611
Plante Moran Financial Advisors Ltd Partnership 33%181 368
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1%175 24,160
Pennsylvania Trust Co 1%175 25,055
Copperwynd Financial, LLC 4%159 3,721
Great Diamond Partners, LLC sold154 0
CHILTON INVESTMENT CO LLC 5%151 2,905
Ariel Capital Advisors, LLC 50%150 150
FRONT BARNETT ASSOCIATES LLC 7%150 2,040
OPPENHEIMER & CO INC 2%147 7,182
Raab & Moskowitz Asset Management LLC sold142 0
TOMPKINS FINANCIAL CORP 8%135 1,490
Buckingham Asset Management, LLC 6%133 2,034
Column Capital Advisors, LLC sold128 0
BBVA USA BANCSHARES INC 4%125 2,902
Penobscot Investment Management Company, Inc. 5%120 2,355
Chesapeake Wealth Management 5%118 2,119
METROPOLITAN LIFE INSURANCE CO/NY 1%112 19,731
GAMCO INVESTORS, INC. ET AL 1%100 18,176
Ironwood Wealth Management, llc sold100 0
Litman Gregory Asset Management LLC sold99 0
G&S Capital LLC sold93 0
New Potomac Partners, LLC 1%90 12,465
Covington Capital Management 10%87 808
Farmers & Merchants Trust Co of Chambersburg PA 29%80 198
UNIONBANCAL CORP 0%76 20,183
OPTIMUM INVESTMENT ADVISORS 23%74 244
Princeton Global Asset Management LLC 8%72 840
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1%65 8,094
Capital Bank & Trust Co sold65 0
Private Capital Group, LLC 10%61 546
HARBOR INVESTMENT ADVISORY, LLC 25%60 180
ICW Investment Advisors LLC sold60 0
BRADLEY FOSTER & SARGENT INC/CT 2%60 2,855
CLS INVESTMENT FIRM, LLC sold59 0
PEDDOCK CAPITAL ADVISORS, LLC 2%58 3,542
CITIZENS FINANCIAL GROUP INC/RI 2%56 2,766
Retirement Network sold56 0
DAVENPORT & CO LLC 1%56 8,334
Samalin Investment Counsel, LLC sold55 0
TRUST CO OF VERMONT 1%44 3,037
IFP Advisors, Inc 2%43 2,090
MEEDER ASSET MANAGEMENT INC 7%40 539
TWIN CAPITAL MANAGEMENT INC 0%40 14,970
TRUEWEALTH LLC 10%36 331
HOWARD WEALTH MANAGEMENT, LLC sold35 0
Stonebridge Capital Advisors LLC 14%30 179
Winch Advisory Services, LLC 54%29 25
Evolution Wealth Advisors, LLC sold27 0
SMITH ASSET MANAGEMENT GROUP LP 10%24 221
JNBA Financial Advisors 19%24 100
Front Row Advisors LLC 26%23 65
Versant Capital Management, Inc 50%22 22
HUNTINGTON NATIONAL BANK 0%21 5,267
RESOURCES MANAGEMENT CORP /CT/ /ADV 3%20 707
Frontier Wealth Management LLC 1%18 3,411
Financial Gravity Wealth, Inc. 86%18 3
HENGEHOLD CAPITAL MANAGEMENT LLC 0%17 17,721
Parkside Financial Bank & Trust 4%16 419
MV Capital Management, Inc. 7%16 200
TOCQUEVILLE ASSET MANAGEMENT LP 0%15 4,357
JFS WEALTH ADVISORS, LLC 38%15 25
Financeware, Inc. sold14 0
Coastal Investment Advisors, Inc. sold13 0
Taylor Hoffman Wealth Management sold12 0
Lionsbridge Wealth Management LLC sold12 0
Palisade Asset Management, LLC 0%11 3,860
Capital Asset Advisory Services LLC sold10 0
Goodman & Company, Investment Counsel Ltd. sold10 0
SMITHFIELD TRUST CO 1%10 1,066
Jacobi Capital Management LLC 0%9 4,166
First Personal Financial Services sold8 0
Nelson, Van Denburg & Campbell Wealth Management Group, LLC sold7 0
NEXT Financial Group, Inc 3%6 196
Personal Wealth Partners sold6 0
FIL Ltd 19%6 25
First Bank & Trust 1%6 814
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10%6 54
Savior LLC 2%5 260
ClariVest Asset Management LLC 19%5 22
CONNING Asset Management Co. 0%5 2,107
SUN LIFE FINANCIAL INC 5%4 73
KMG FIDUCIARY PARTNERS, LLC 0%2 2,197
CSat Investment Advisory, L.P. 1%1 87
Pensionfund Sabic no change 13,100
APPLETON PARTNERS INC/MA no change 3,873
CULLEN FROST BANKERS INC no change 300
MASON STREET ADVISORS LLC no change 18,077
Loudon Investment Management, LLC no change 14,975
Ashfield Capital Partners, LLC no change 11,167
State of New Jersey Common Pension Fund D no change 93,759
PhiloSmith Capital Corp no change 47,700
Cohen Klingenstein, LLC no change 38,655
WINMILL & CO. INC no change 20,800
American Assets Investment Management, LLC no change 20,590
CARRET ASSET MANAGEMENT no change 10,321
Richard Bernstein Advisors LLC no change 10,139
Daiwa Securities Group Inc. no change 5,799
GLENMEDE TRUST CO NA no change 448,588
Riverview Trust Co no change 4,267
Aviance Capital Partners, LLC no change 6,000
Municipal Employees' Retirement System of Michigan no change 7,230
National Pension Service no change 195,286
FARMERS & MERCHANTS INVESTMENTS INC no change 35,138
M&R CAPITAL MANAGEMENT INC no change 39
EVERENCE CAPITAL MANAGEMENT INC no change 2,290
Braun-Bostich & Associates Inc. no change 225
FIRST FINANCIAL CORP /IN/ no change 200
Tortoise Investment Management, LLC no change 186
Global Wealth Management Investment Advisory, Inc. no change 180
THOMPSON SIEGEL & WALMSLEY LLC no change 236
MCMILLION CAPITAL MANAGEMENT INC no change 246
Kistler-Tiffany Companies, LLC no change 270
Crewe Advisors LLC no change 270
GABLES CAPITAL MANAGEMENT INC. no change 250
QUANTUM CAPITAL MANAGEMENT no change 173
Lenox Wealth Advisors, Inc. no change 172
S.A. Mason LLC no change 126
Hudock Moyer Wealth Resources, LLC no change 120
VERUS CAPITAL PARTNERS, LLC no change 114
DELTA ASSET MANAGEMENT LLC/TN no change 100
Barnett & Company, Inc. no change 127
ACIMA PRIVATE WEALTH, LLC no change 145
Lowe fs, LLC no change 167
Winslow, Evans & Crocker, Inc. no change 160
Asset Dedication, LLC no change 159
Ashburton (Jersey) Ltd no change 285
Laurel Wealth Advisors LLC no change 290
Global Retirement Partners, LLC no change 705
AUA CAPITAL MANAGEMENT, LLC no change 670
Barrett Asset Management, LLC no change 640
Squar Milner Financial Services LLC no change 625
Capital Analysts, Inc. no change 846
TRUSTCORE FINANCIAL SERVICES, LLC no change 880
Guinness Asset Management LTD no change 1,350
1776 Wealth LLC no change 1,238
Pensionfund DSM Netherlands no change 16,600
Dougherty Wealth Advisers LLC no change 603
WEST BANCORPORATION INC no change 600
DUNCKER STREETT & CO INC no change 365
Advisory Alpha, LLC no change 300
Fortis Advisors, LLC no change 1,860
Burt Wealth Advisors no change 386
SHINE INVESTMENT ADVISORY SERVICES INC no change 465
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 574
Cordasco Financial Network no change 1,800
Pinnacle Bank no change 490
Edge Wealth Management LLC no change 100
Bogart Wealth, LLC no change 100
PBWM Holdings, LLC no change 2,400
Hilton Capital Management, LLC no change 2,400
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ no change 2,416
Pointe Capital Management LLC no change 2,460
Carroll Financial Associates, Inc. no change 2,364
Manchester Capital Management LLC no change 2,338
Summit Investment Advisors, Inc. no change 2,114
Aureus Asset Management, LLC no change 2,253
FUKOKU MUTUAL LIFE INSURANCE Co no change 1,340
PILLAR PACIFIC CAPITAL MANAGEMENT LLC no change 2,483
FIRST QUADRANT L P/CA no change 2,500
Hillsdale Investment Management Inc. no change 3,150
BECKER CAPITAL MANAGEMENT INC no change 3,218
STEWART & PATTEN CO LLC no change 3,330
PRIVATE ASSET MANAGEMENT INC no change 3,007
GLOBEFLEX CAPITAL L P no change 2,839
Brendel Financial Advisors LLC no change 2,534
Banque Cantonale Vaudoise no change 2,673
CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 2,689
Farmers & Merchants Trust Co of Long Beach no change 2,092
ARMSTRONG SHAW ASSOCIATES INC/CT no change 2,020
Joseph P. Lucia & Associates, LLC no change 75
Roble, Belko & Company, Inc no change 69
Tradewinds Capital Management, LLC no change 60
NWK Group, Inc. no change 50
EARNEST PARTNERS LLC no change 78
Oakworth Capital, Inc. no change 86
Weaver Consulting Group no change 96
Financial Architects, Inc no change 93
Certified Advisory Corp no change 93
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 35
CFG Asset Management LLC no change 26
Norway Savings Bank no change 7
Investors Research Corp no change 6
Altshuler Shaham Ltd no change 6
Newfound Research LLC no change 11
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC no change 12
Sugarloaf Wealth Management, LLC no change 21
Engrave Wealth Partners LLC no change 18
MANCHESTER FINANCIAL INC no change 15
Employers Holdings, Inc. no change 3,466
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