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STOCK TICKER:
BorgWarner Inc.   (ticker: BWA)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 202,290,158
Previous Holdings: 186,555,907
Change: 8.43%
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)
VANGUARD GROUP INC 16%3,597,528 25,855,229 FMR LLC 15%2,206,533 12,587,962
Invesco Ltd. 60%2,055,735 5,466,743 CITADEL ADVISORS LLC (Kenneth C. Griffin) 75%1,491,151 506,577
Investec Asset Management LTD bought1,990,464 1,990,464 MILLENNIUM MANAGEMENT LLC 98%1,116,525 19,417
SILVERCREST ASSET MANAGEMENT GROUP LLC bought1,884,080 1,884,080 J P MORGAN CHASE & CO 29%978,473 2,350,920
MORGAN STANLEY bought1,594,278 1,594,278 Clark Capital Management Group, Inc. sold767,918 0
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 142%1,388,500 2,369,600 JET CAPITAL INVESTORS L P sold732,190 0
STATE STREET CORP 10%940,752 10,552,174 D. E. Shaw & Co., INC. (David E. Shaw) 55%718,986 595,439
Ceredex Value Advisors LLC 21%870,586 4,934,887 Bank of New York Mellon CORP 18%521,465 2,402,488
ARROWSTREET CAPITAL LIMITED PARTNERSHIP bought766,350 766,350 JEFFERIES GROUP INC /DE/ 93%435,619 35,000
AMERICAN CENTURY COMPANIES INC 20%634,555 3,823,984 SCOPUS ASSET MANAGEMENT, L.P. sold410,470 0
FRANKLIN RESOURCES INC 15%571,381 4,310,182 British Airways Pensions Investment Management Ltd sold378,215 0
Standard Life Aberdeen plc 553%544,730 643,162 LAZARD ASSET MANAGEMENT LLC sold318,776 0
HARRIS ASSOCIATES L P 8%544,122 7,119,835 Employees Retirement System of Texas 85%309,000 54,000
MASTERS CAPITAL MANAGEMENT LLC bought500,000 500,000 BROOKFIELD ASSET MANAGEMENT INC. 66%296,962 150,000
GEODE CAPITAL MANAGEMENT LLC 13%491,364 4,334,547 Weiss Multi-Strategy Advisers LLC sold284,032 0
DEUTSCHE BANK AG 78%376,979 862,037 LSV ASSET MANAGEMENT 6%255,766 4,269,446
GOLDMAN SACHS GROUP INC 137%357,380 617,930 Black Creek Investment Management Inc. 5%254,161 4,861,226
ALLIANCEBERNSTEIN L.P. 38%356,642 1,298,771 Ensign Peak Advisors, Inc 34%252,671 486,504
NEW YORK STATE TEACHERS RETIREMENT SYSTEM bought344,054 344,054 COLUMBUS CIRCLE INVESTORS sold234,611 0
PGGM Investments bought315,693 315,693 ADAGE CAPITAL PARTNERS GP LLC sold232,106 0
Grantham, Mayo, Van Otterloo & Co. LLC 41%312,622 1,078,811 Ovata Capital Management Ltd sold216,785 0
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 21%306,991 1,751,092 Verition Fund Managegment LLC 86%201,133 33,877
CREDIT SUISSE/ 82%295,619 657,956 SCHRODER INVESTMENT MANAGEMENT GROUP sold186,545 0
NORTHERN TRUST CORP 11%278,386 2,756,187 BRANDYWINE ASSET MANAGEMENT LLC sold176,119 0
Korea Investment CORP bought260,457 260,457 Artisan Partners Limited Partnership 7%164,625 2,097,712
Edgestream Partners, L.P. 515%228,700 273,097 Russell Investments Group, Ltd. sold157,448 0
BARCLAYS PLC 76%224,305 518,832 GUGGENHEIM CAPITAL LLC sold151,866 0
LEGAL & GENERAL GROUP PLC 14%218,053 1,830,069 Fort Baker Capital Management LP sold151,312 0
DIMENSIONAL FUND ADVISORS INC 3%208,441 6,253,128 Nuveen Asset Management, LLC 85%147,502 25,899
GREAT WEST LIFE ASSURANCE CO /CAN/ bought199,747 199,747 Robeco Institutional Asset Management B.V. 26%124,136 357,738
NATIXIS bought197,073 197,073 ARIEL CAPITAL MANAGEMENT LLC(John Rogers) 6%119,801 1,741,960
UBS Group AG 75%189,831 441,894 Tibra Equities Europe Ltd sold114,638 0
Turtle Creek Asset Management Inc. 9%188,550 2,358,024 PARAMETRIC PORTFOLIO ASSOCIATES 6%113,559 1,755,396
PRUDENTIAL FINANCIAL INC 95%187,924 385,913 JANE STREET GROUP, LLC 67%110,463 54,148
BANK OF MONTREAL /CAN/ 148%184,375 308,937 ExodusPoint Capital Management, LP sold107,384 0
DIAMOND HILL CAPITAL MANAGEMENT INC 2%182,408 10,147,667 ENVESTNET ASSET MANAGEMENT INC 28%105,807 269,075
HSBC HOLDINGS PLC 163%178,194 287,268 DUALITY ADVISERS, LP sold102,980 0
NORDEA INVESTMENT MANAGEMENT AB 63%169,732 439,079 MIRABELLA FINANCIAL SERVICES LLP sold101,807 0
Perpetual Investment Management Ltd bought167,880 167,880 Alecta Pensionsforsakring, Omsesidigt 2%100,000 4,049,700
CITIGROUP INC 87%166,336 358,239 Susquehanna International Group, LLP 36%98,994 177,306
BI Asset Management Fondsmaeglerselskab A/S 674%154,974 177,979 TORONTO DOMINION BANK 96%93,812 3,921
LPL Financial CORP 497%144,762 173,879 Winton Capital Group Ltd 88%89,773 12,428
CANADA PENSION PLAN INVESTMENT BOARD 182%143,196 222,015 MAVERICK CAPITAL LTD (Lee Ainslie) 64%68,713 38,787
Busey Trust CO bought127,694 127,694 Twin Tree Management, LP sold67,032 0
AMERIPRISE FINANCIAL INC 10%118,586 1,277,875 State of Tennessee, Treasury Department 56%56,637 43,884
STATE OF WISCONSIN INVESTMENT BOARD bought117,116 117,116 Bridgewater Associates, Inc.(Raymond Dalio) sold55,043 0
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 24%116,221 597,009 SG Americas Securities, LLC 70%49,726 21,468
Swiss National Bank 14%115,984 923,006 EAGLE ASSET MANAGEMENT INC sold46,857 0
FIRST TRUST ADVISORS LP 9%103,244 1,206,787 SCHAFER CULLEN CAPITAL MANAGEMENT INC 47%44,569 49,607
AustralianSuper Pty Ltd 277%101,573 138,265 APG All Pensions Group 41%44,547 63,418
WELLS FARGO & CO/MN 12%88,613 839,221 Alpine Partners VI, LLC sold43,047 0
BNP Paribas Investment Partners S.A. 79%86,517 196,265 HUSSMAN ECONOMETRICS ADVISORS, INC. sold40,800 0
Illinois Municipal Retirement Fund 269%84,006 115,192 Lombard Odier Asset Management (USA) Corp sold40,000 0
Dana Investment Advisors, Inc. 14%77,693 625,627 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold39,300 0
FRONTIER CAPITAL MANAGEMENT CO INC 9%75,136 893,566 MAVEN SECURITIES Ltd sold37,513 0
TEACHER RETIREMENT SYSTEM OF TEXAS 617%72,799 84,589 WEDGE CAPITAL MANAGEMENT L L P/NC 8%32,988 402,199
RHUMBLINE ADVISERS 17%72,743 496,795 Bank Julius Baer & Co. Ltd, Zurich 49%32,904 33,969
Creative Planning bought70,704 70,704 SHUFRO ROSE & CO LLC 6%26,135 409,719
Lazard Freres Gestion S.A.S. bought65,600 65,600 Skandinaviska Enskilda Banken AB (publ) 9%25,719 249,430
EARNEST PARTNERS LLC 6%62,719 1,131,748 Oliver Luxxe Assets LLC sold25,460 0
DekaBank Deutsche Girozentrale bought62,115 62,115 MEEDER ASSET MANAGEMENT INC sold23,941 0
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH bought62,024 62,024 Gareth Morgan Investments Limited Partnership sold23,689 0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 14%61,115 505,154 LOGAN CAPITAL MANAGEMENT INC 42%22,957 31,969
PRINCIPAL FINANCIAL GROUP INC 20%59,698 354,614 AMG National Trust Bank sold22,691 0
WADDELL & REED FINANCIAL INC 2%57,234 3,382,536 Gotham Asset Management, LLC 11%21,873 185,213
VIRGINIA RETIREMENT SYSTEMS ET AL 185%55,700 85,800 NOMURA HOLDINGS INC 66%21,631 11,334
AlphaCrest Capital Management LLC 328%53,605 69,939 COWEN AND COMPANY, LLC sold20,900 0
Cubist Systematic Strategies, LLC 96%52,618 107,500 GABELLI FUNDS LLC 6%20,000 343,150
MOON CAPITAL MANAGEMENT, LP bought52,477 52,477 TradeLink Capital LLC sold20,000 0
Baird Financial Group, Inc. 261%51,708 71,555 BBVA USA BANCSHARES INC 12%19,724 140,740
WAYNE HUMMER ASSET MANAGEMENT CO 3%51,033 1,614,196 HIGH POINTE CAPITAL MANAGEMENT LLC sold17,570 0
PRICE T ROWE ASSOCIATES INC /MD/ 13%50,660 433,794 K2 PRINCIPAL FUND, L.P. sold16,713 0
STRS OHIO 7%48,842 719,800 Virtu Financial LLC sold15,775 0
Kopion Asset Management, LLC 19%46,449 286,129 Parkside Investments, LLC 13%14,789 95,154
PINNACLE ASSOCIATES LTD 230%46,120 66,176 Alaska Retirement Management Board 10%14,608 137,847
AMP Capital Investors Ltd 44%45,422 149,087 SRB Corp sold14,192 0
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 53%45,000 130,605 Quadrature Capital Ltd sold14,170 0
PIONEER INVESTMENT MANAGEMENT INC 2%44,505 1,936,023 WATER ISLAND CAPITAL LLC sold13,395 0
RNC CAPITAL MANAGEMENT LLC 267%41,023 56,403 Raymond James Financial Services Advisors, Inc. 51%12,915 12,564
Handelsbanken Fonder AB bought40,631 40,631 PICTET ASSET MANAGEMENT LTD 10%12,828 117,570
UNITED SERVICES AUTOMOBILE ASSOCIATION 112%40,586 76,714 CAMG Solamere Management, LLC 33%12,492 25,670
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 16%38,087 283,460 ARP AMERICAS LLC sold12,000 0
Regal Investment Advisors, LLC bought37,738 37,738 VAN ECK ASSOCIATES CORP sold11,716 0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 43%37,452 123,851 Csenge Advisory Group sold11,636 0
Peregrine Asset Advisers, Inc. bought37,373 37,373 HighTower Advisors, LLC 34%11,502 22,330
Man Group plc bought36,269 36,269 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 6%9,811 158,649
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 163%35,851 57,799 SENTRY INVESTMENT MANAGEMENT INC 83%9,103 1,906
Mirae Asset Global Investments Co., Ltd. 48%33,570 102,799 TWIN CAPITAL MANAGEMENT INC 41%8,650 12,310
Evercore Wealth Management, LLC 3%33,073 1,030,469 NISA INVESTMENT ADVISORS L L C 9%8,220 85,213
VICTORY CAPITAL MANAGEMENT INC 5%31,650 707,000 USS Investment Management Ltd 13%7,600 48,699
TEXAS PERMANENT SCHOOL FUND 303%31,287 41,621 Retirement Systems of Alabama 7%7,087 89,153
Magnetar Financial LLC bought27,164 27,164 Symmetry Partner, LLC 40%6,938 10,388
KBC Group NV 100%26,865 53,617 Lombard Odier Asset Management (Switzerland) SA sold6,753 0
Trexquant Investment LP bought26,830 26,830 MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 18%6,624 30,863
Mariner Quantitative Solutions, LLC bought26,659 26,659 BAILARD, INC. 5%6,419 134,276
Chevy Chase Trust Holdings, Inc. 18%26,561 176,017 GAMCO INVESTORS, INC. ET AL 2%6,365 387,430
SEI INVESTMENTS CO 11%26,298 257,805 MML INVESTORS SERVICES, LLC 43%6,103 8,225
GROUP ONE TRADING, L.P. bought25,105 25,105 Public Sector Pension Investment Board 24%5,900 19,203
HENDERSON GROUP PLC 37%23,146 85,558 Neuberger Berman Group LLC 1%5,792 442,860
Parallax Volatility Advisers, LLC bought22,870 22,870 AMF Pensionsforsakring AB 11%5,670 43,870
DAVIS R M INC 5%22,550 480,690 Crossmark Global Holdings, Inc. 3%5,557 163,794
BT Investment Management Ltd 266%21,931 30,185 KEYBANK NATIONAL ASSOCIATION/OH sold5,471 0
Andra AP-fonden 8%21,700 300,200 BP PLC 29%5,420 13,580
Campbell & CO Investment Adviser LLC bought21,332 21,332 Ergoteles LLC sold5,400 0
BB&T CORP 80%21,278 48,026 South Dakota Investment Council 5%5,300 111,977
FIFTH THIRD BANCORP 21%21,146 120,930 ING INVESTMENT MANAGEMENT LLC 3%5,215 150,071
NEW YORK STATE COMMON RETIREMENT FUND 6%20,900 362,000 Vident Investment Advisory, LLC 11%5,210 42,665
CIBC WORLD MARKETS CORP 80%20,090 45,055 LOOMIS SAYLES & CO L P 2%4,661 259,292
Pearl River Capital, LLC bought18,376 18,376 DEPRINCE RACE & ZOLLO INC 1%4,405 601,409
TWO SIGMA INVESTMENTS LLC bought17,900 17,900 KORNITZER CAPITAL MANAGEMENT INC /KS 2%4,108 170,562
Dynamic Technology Lab Private Ltd bought17,691 17,691 Mint Tower Capital Management B.V. sold3,650 0
Elo Mutual Pension Insurance Co bought17,379 17,379 CAPTRUST FINANCIAL ADVISORS 5%3,586 72,763
LITTLE HOUSE CAPITAL LLC bought16,628 16,628 Biechele Royce Advisors 1%3,539 237,807
Windsor Creek Advisors, LLC bought16,300 16,300 Tower Research Capital LLC sold3,485 0
ING GROEP NV bought16,219 16,219 Gyroscope Capital Management Group, LLC 3%3,393 131,046
TD ASSET MANAGEMENT INC 24%16,151 82,901 ETF MANAGERS GROUP, LLC sold3,276 0
WAYCROSS PARTNERS, LLC bought16,100 16,100 HPM Partners LLC 29%2,965 7,356
Colonial Asset Management, Inc. bought15,486 15,486 Advisors Capital Management, LLC 2%2,763 126,951
WOLVERINE TRADING, LLC 46%15,402 48,602 NEW MEXICO EDUCATIONAL RETIREMENT BOARD 17%2,750 13,250
Mitsubishi UFJ Trust & Banking Corp 13%15,076 130,220 DEAN C H & ASSOCIATES INC 7%2,736 38,866
BANK OF NOVA SCOTIA / 57%15,001 41,292 PACES FERRY WEALTH ADVISORS, LLC sold2,715 0
Sumitomo Mitsui Trust Holdings, Inc. 2%14,971 820,561 PITCAIRN CO 12%2,449 17,147
Treasurer of the State of North Carolina 18%14,460 93,510 BLAIR WILLIAM & CO/IL 8%2,258 24,504
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 47%13,998 43,687 MONTAG A & ASSOCIATES INC 6%2,000 32,123
Banque Cantonale Vaudoise bought13,970 13,970 Janney Montgomery Scott LLC 9%1,900 18,350
Bayesian Capital Management, LP 166%13,804 22,104 NORTH STAR ASSET MANAGEMENT INC 20%1,900 7,670
PFS INVESTMENTS INC. 27%13,711 65,374 Invenomic Capital Management LP 23%1,846 6,342
Mitsubishi UFJ Asset Management Co., Ltd. 25%13,684 68,601 Pacer Advisors, Inc. 9%1,761 18,734
State of New Jersey Common Pension Fund D 11%13,381 140,010 HARTFORD INVESTMENT MANAGEMENT CO 6%1,751 26,091
Empirical Finance, LLC 21%13,136 75,624 TRILLIUM ASSET MANAGEMENT CORP 4%1,748 45,192
LMR Partners LLP bought12,653 12,653 PineBridge Investments Ltd 2%1,527 81,966
Daiwa Securities Group Inc. bought12,499 12,499 AGF FUNDS INC 9%1,422 14,773
BANK OF AMERICA CORP /DE/ 1%12,419 1,527,721 Neo Ivy Capital Management 26%1,372 3,978
Psagot Investment House Ltd. bought12,330 12,330 Private Capital Group, LLC 35%1,257 2,352
VOLORIDGE INVESTMENT MANAGEMENT, LLC bought12,122 12,122 CSat Investment Advisory, L.P. sold1,247 0
GAM Holding Ltd. bought11,717 11,717 COMMONWEALTH EQUITY SERVICES, LLC. 7%1,038 14,903
SCOTIA CAPITAL INC. 112%11,465 21,713 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1%1,020 87,082
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 59%11,350 30,553 Watchman Group, Inc. 2%1,000 64,291
Bridgefront Capital, LLC bought11,040 11,040 Euclidean Technologies Management, LLC 2%1,000 44,958
DIAM Co., Ltd. 9%9,747 112,382 OPTIMUM INVESTMENT ADVISORS 30%960 2,283
AMERICAN INTERNATIONAL GROUP INC 14%9,745 77,968 Gulf International Bank (UK) Ltd 2%949 46,232
Aperio Group, LLC 4%9,633 255,714 HANCOCK HOLDING CO 2%857 54,914
ASAHI LIFE ASSET MANAGEMENT CO., LTD. bought9,580 9,580 Wealthfront Advisers LLC 4%851 22,015
Redpoint Investment Management Pty Ltd bought9,317 9,317 Sowell Financial Services LLC 13%840 5,697
Utah Retirement Systems 23%9,200 48,823 MASTRAPASQUA ASSET MANAGEMENT INC 4%790 21,770
DUPONT CAPITAL MANAGEMENT bought9,084 9,084 Triad Investment Management 1%704 49,392
AXA 2%8,379 543,717 LS Investment Advisors, LLC 8%703 8,559
MANUFACTURERES LIFE INSURANCE CO 19%8,274 51,054 Eudaimonia Partners, LLC sold681 0
Y-Intercept (Hong Kong) Ltd bought8,151 8,151 REGENTATLANTIC CAPITAL LLC 5%677 12,238
GLOBEFLEX CAPITAL L P bought8,036 8,036 DAVIDSON D A & CO 3%646 21,544
STATE TREASURER STATE OF MICHIGAN 13%7,830 70,317 WEDBUSH MORGAN SECURITIES INC 8%603 7,086
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 3%7,700 305,972 H2O AM LLP 46%600 700
AVIVA PLC 11%7,640 74,808 Advisors Asset Management, Inc. 8%593 7,247
B. Metzler seel. Sohn & Co. Holding AG bought7,628 7,628 Ellis Investment Partners, LLC 10%524 4,894
SIMPLEX TRADING, LLC 54%7,522 21,389 EXCHANGE TRADED CONCEPTS, LLC 40%510 755
Engineers Gate Manager LP 99%7,519 15,119 Ancora Advisors, LLC 50%500 500
Valeo Financial Advisors, LLC bought7,501 7,501 Buckley Wealth Management, LLC 7%473 5,967
SEEYOND 33%7,490 30,101 Jump Financial, LLC 8%472 5,328
WealthStone, Inc. bought7,439 7,439 FIRST MERCANTILE TRUST CO 8%448 5,432
Curated Wealth Partners LLC bought7,388 7,388 CWM, LLC 29%401 965
Kestra Advisory Services, LLC 7,338%7,338 7,438 Louisiana State Employees Retirement System 3%400 14,800
FEDERATED INVESTORS INC /PA/ 4%7,173 175,258 Plante Moran Financial Advisors Ltd Partnership 43%387 523
Arizona State Retirement System 11%7,014 70,095 Mengis Capital Management, Inc. 4%320 8,550
FIDUCIARY TRUST CO 26%6,893 33,675 Prospera Financial Services sold316 0
MetLife Investment Advisors, LLC 13%6,835 59,382 US BANCORP DE 1%309 35,042
CIBC World Markets Inc. bought6,639 6,639 TELEMUS CAPITAL, LLC 0%252 103,661
FORSTA AP-FONDEN 138%6,600 11,400 J.W. COLE ADVISORS, INC. 4%239 5,752
ROYAL LONDON ASSET MANAGEMENT LTD 9%6,368 79,854 GLENMEDE TRUST CO NA sold209 0
CI INVESTMENTS INC. 582%6,318 7,404 Rockefeller Capital Management L.P. 80%198 48
First Pacific Financial bought6,284 6,284 Global Retirement Partners, LLC 62%197 120
CULLEN FROST BANKERS INC 26%6,224 30,423 MERCER GLOBAL ADVISORS INC /ADV 0%181 84,725
BOOTHBAY FUND MANAGEMENT, LLC bought6,156 6,156 Advisory Services Network, LLC 20%173 713
MACKAY SHIELDS LLC 17%5,829 40,242 GATEWAY INVESTMENT ADVISERS LLC 2%154 7,193
Voya Financial Advisors, Inc. bought5,757 5,757 HUNTINGTON ASSET ADVISORS, INC. sold150 0
ARONSON & JOHNSON & ORTIZ, LP bought5,748 5,748 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2%150 7,122
ProShare Advisors LLC 14%5,740 46,917 IFG Advisory, LLC 1%140 12,725
IFM Investors Pty Ltd 32%5,573 23,116 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 64%116 66
BEACON INVESTMENT ADVISORY SERVICES, INC. bought5,557 5,557 CHIRON CAPITAL MANAGEMENT, LLC sold100 0
NOMURA ASSET MANAGEMENT CO LTD 10%5,401 57,206 HM PAYSON & CO 4%100 2,641
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 15%5,340 41,295 Cornell Pochily Investment Advisors, Inc. 1%84 11,712
Truadvice, LLC bought5,270 5,270 OPPENHEIMER ASSET MANAGEMENT INC 0%83 17,778
COURIER CAPITAL CORP bought5,254 5,254 OSSIAM 3%52 1,892
FIS GROUP, INC. 63%5,222 13,527 Global Trust Asset Management, LLC 1%51 5,191
Athanor Capital, LP bought5,202 5,202 BARROW HANLEY MEWHINNEY & STRAUSS INC 1%49 4,323
METROPOLITAN LIFE INSURANCE CO/NY 18%5,117 33,399 NEXT Financial Group, Inc 9%40 385
PANAGORA ASSET MANAGEMENT INC 35%5,067 19,428 PINNACLE FINANCIAL PARTNERS INC sold35 0
Mount Yale Investment Advisors, LLC 4%5,001 129,955 Gradient Investments LLC sold33 0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10%4,895 51,948 TSFG, LLC 19%28 123
Vantage Consulting Group Inc bought4,866 4,866 Berman Capital Advisors, LLC 6%27 439
Vontobel Holding Ltd. bought4,847 4,847 SIGNATUREFD, LLC 1%26 1,919
JOHNSON INVESTMENT COUNSEL INC 10%4,720 49,751 TCI Wealth Advisors, Inc. 47%26 29
MASON STREET ADVISORS LLC 16%4,621 33,730 MOTCO sold24 0
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 16%4,561 32,587 Norway Savings Bank sold23 0
Legacy Wealth Partners, Inc. 29%4,434 19,958 WASHINGTON CAPITAL MANAGEMENT INC 0%15 32,555
Walleye Trading LLC 5%4,263 93,069 Arkadios Wealth Advisors 4%10 268
NuWave Investment Management, LLC 195%4,162 6,296 FIL Ltd 27%3 8
COMMERCE BANK N A/MO 23%4,021 21,198 Gemmer Asset Management LLC no change 246
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10%3,920 44,280 Evolution Wealth Advisors, LLC no change 54
OSBORNE PARTNERS CAPITAL MANAGEMENT 3%3,718 151,823 Baystate Wealth Management LLC no change 42
Tacita Capital Inc bought3,639 3,639 FARMERS & MERCHANTS INVESTMENTS INC no change 104
Cutler Group LP bought3,579 3,579 Graves-Light Private Wealth Management, Inc. no change 200
SUNRISE PARTNERS LLC /CT 47%3,498 10,898 Livforsakringsaktiebolaget Skandia (publ) no change 9,514
Inspire Advisors, LLC bought3,441 3,441 CASTLEARK MANAGEMENT LLC no change 10,340
Parallel Advisors, LLC bought3,419 3,419 Unison Advisors LLC no change 10,682
AE Wealth Management LLC 5%3,292 73,076 EVERENCE CAPITAL MANAGEMENT INC no change 14,870
Kendall Capital Management 6%3,276 58,651 Optimal Asset Management, Inc. no change 48,994
CWM Advisors, LLC 21%3,181 18,390 Oakworth Capital, Inc. no change 3,164
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 12%2,898 27,726 Wagonhound Investments, LP no change 12,494
WELLINGTON MANAGEMENT CO LLP 8%2,827 37,682 OLD NATIONAL BANCORP /IN/ no change 8,131
BIDWELL C M & ASSOCIATES LTD/ bought2,820 2,820 Acorn Wealth Advisors, LLC no change 10,212
FFCM LLC 3,778%2,796 2,870 Cornerstone Investment Partners, LLC no change 9,000
RAYMOND JAMES & ASSOCIATES 1%2,698 228,627 Larson Financial Group LLC no change 525
ADVANTUS CAPITAL MANAGEMENT INC 14%2,630 21,437 AdvisorNet Financial, Inc no change 958
Steigerwald, Gordon & Koch Inc. 4%2,610 69,963 CREATIVE FINANCIAL DESIGNS INC /ADV no change 1,151
Norinchukin Bank, The 15%2,609 20,011 Argyle Capital Management Inc. no change 10,100
Zurcher Kantonalbank (Zurich Cantonalbank) 3%2,585 94,120 Sugarloaf Wealth Management, LLC no change 14
Goelzer Investment Management, Inc. 2%2,556 122,352 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC no change 248
IBM Retirement Fund 35%2,321 9,044 JUPITER ASSET MANAGEMENT LTD no change 264,081
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15%2,296 17,604 WEBSTER BANK, N. A. no change 409
Kentucky Retirement Systems 18%2,191 14,274 SHELL ASSET MANAGEMENT CO no change 1,730
M&T BANK CORP 4%2,172 53,975 GUYASUTA INVESTMENT ADVISORS INC no change 8,000
OPPENHEIMER & CO INC 5%2,156 42,722 Front Row Advisors LLC no change 395
Sawtooth Asset Management, Inc. 9%2,079 25,695 FULLER & THALER ASSET MANAGEMENT, INC. no change 365
Goss Wealth Management LLC 15%2,076 16,122 HARVEST GROUP WEALTH MANAGEMENT, LLC no change 304
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 18%2,029 13,418 JNBA Financial Advisors no change 305
BP WEALTH MANAGEMENT, LLC 14%1,935 15,820 Lloyd Advisory Services, LLC. no change 627
Lebenthal Global Advisors, LLC bought1,911 1,911 Lingohr & Partner Asset Management GmbH no change 7,325
Strategic Investment Advisors / MI 28%1,895 8,769 AllSquare Wealth Management LLC no change 1,135
O'Shares Investment Advisers, LLC 8%1,854 24,283 HARDING LOEVNER LLC no change 1,613
Harel Insurance Investments & Financial Services Ltd. bought1,800 1,800 WASHINGTON TRUST CO no change 1,618
SALEM CAPITAL MANAGEMENT INC 2%1,750 96,099 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main no change 1,060
CIGNA INVESTMENTS INC /NEW 26%1,701 8,257 Manchester Capital Management LLC no change 1,000
Hanson Investment Management 6%1,697 29,879 TOBAM no change 703
Cascade Investment Advisors, Inc. 7%1,695 26,500 Cullen Capital Management, LLC no change 6,905
BKD Wealth Advisors, LLC 24%1,675 8,728 Nelson, Van Denburg & Campbell Wealth Management Group, LLC no change 250
Capstone Investment Advisors, LLC 5%1,616 31,116 Patriot Financial Group Insurance Agency, LLC no change 154
Maj Invest Holding A/S bought1,507 1,507 LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC no change 88,931
Planned Solutions, Inc. bought1,500 1,500 Mitsubishi UFJ Securities International PLC no change 8,685
Perigon Wealth Management, LLC bought1,446 1,446 Versant Capital Management, Inc no change 6
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5%1,399 30,632 BESSEMER GROUP INC no change 8,999
CHICAGO TRUST Co NA 2%1,340 60,512 STIFEL FINANCIAL CORP no change 125
Long Road Investment Counsel, LLC 3%1,300 51,430 Fortis Advisors, LLC no change 1,675
World Asset Management Inc 12%1,166 11,171 Mn Services Vermogensbeheer B.V. no change 175,900
Minneapolis Portfolio Management Group, LLC 0%1,142 773,739 Zions Bancorporation, N.A. no change 33
Kentucky Retirement Systems Insurance Trust Fund 20%1,087 6,518 ENTERPRISE FINANCIAL SERVICES CORP no change 47
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 5%1,083 21,005 Hexagon Capital Partners LLC no change 88
ALGER FRED MANAGEMENT INC bought1,016 1,016 Community Bank, N.A. no change 100
ACADIAN ASSET MANAGEMENT LLC bought958 958 BROWN BROTHERS HARRIMAN & CO no change 77
OPSEU Pension Plan Trust Fund 8%947 13,117 Sonora Investment Management, LLC no change 61
ROPES WEALTH ADVISORS LLC bought861 861 Investors Research Corp no change 6,700
Valley Brook Capital Group, Inc. bought762 762 Lindbrook Capital, LLC no change 49
Outlook Wealth Advisors, LLC 8%694 9,723 Westhampton Capital, LLC no change 6,400
Jacobi Capital Management LLC bought666 666
Pathstone Family Office, LLC bought644 644
IFP Advisors, Inc bought551 551
Triangle Securities Wealth Management 1%504 36,008
Summit Investment Advisors, Inc. 15%500 3,869
PROEQUITIES, INC. 12%495 4,482
Johnson Financial Group, Inc. 6%460 8,353
CAROLINAS WEALTH CONSULTING LLC 32%408 1,672
Sumitomo Mitsui Asset Management Company, LTD 3%404 14,656
Winslow, Evans & Crocker, Inc. 113%402 757
M&R CAPITAL MANAGEMENT INC bought400 400
Intersect Capital LLC 7%383 5,715
Aspire Private Capital, LLC 18%379 2,488
Vestcor Investment Management Corp 8%358 4,659
SITTNER & NELSON, LLC bought300 300
Pinnacle Wealth Planning Services, Inc. bought292 292
Jackson, Grant Investment Advisers, Inc. bought276 276
PEREGRINE CAPITAL MANAGEMENT LLC bought255 255
HUNTINGTON NATIONAL BANK 25%233 1,177
Polar Securities Inc. 1%200 21,265
Bartlett & Co. LLC 833%200 224
SeaCrest Wealth Management, LLC 2%194 11,246
Regent Peak Wealth Advisors LLC bought183 183
Carroll Financial Associates, Inc. bought181 181
CHILDRESS CAPITAL ADVISORS, LLC bought175 175
Steward Partners Investment Advisory, LLC 24%171 894
Bay Harbor Wealth Management, LLC 14%145 1,158
Interchange Capital Partners, LLC bought139 139
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 2%128 6,501
FDx Advisors, Inc. 1%127 16,922
Hoover Financial Advisors, Inc. bought125 125
First Bank & Trust 3%116 4,418
EATON VANCE MANAGEMENT 2%111 5,650
NORTHERN OAK CAPITAL MANAGEMENT INC bought97 97
Tarbox Group, Inc. 102%85 168
CIBC Global Asset Management Inc 0%70 17,709
CX Institutional 5%55 1,131
Key FInancial Inc bought53 53
McCarthy Asset Management, Inc. bought53 53
WHITTIER TRUST CO 3%51 1,685
SMITHFIELD TRUST CO 1%50 4,840
BENJAMIN F. EDWARDS & COMPANY, INC. 2%44 2,563
BerganKDV Wealth Management, LLC bought35 35
CVA Family Office, LLC bought35 35
MASSMUTUAL TRUST CO FSB/ADV bought32 32
QUADRANT CAPITAL GROUP LLC 3%28 992
Parkside Financial Bank & Trust 15%23 174
SUN LIFE FINANCIAL INC 18%22 145
JJJ Advisors Inc. 10%16 179
UNIONBANCAL CORP bought14 14
EVOKE WEALTH, LLC 26%12 58
Fieldpoint Private Securities, LLC bought10 10
Prestige Wealth Management Group LLC 12%9 85
Systematic Alpha Investments, LLC bought8 8
LIBERTY WEALTH MANAGEMENT LLC bought8 8
LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHIP bought6 6
Asset Dedication, LLC bought6 6
Curi Wealth Management, LLC bought3 3
Glassman Wealth Services 10%3 32
Atlas Private Wealth Advisors bought3 3
Capital Analysts, Inc. 0%3 1,166
SOA Wealth Advisors, LLC. bought1 1
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