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STOCK TICKER:
Guidewire Software, Inc. Common Stock   (ticker: GWRE)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 76,868,918
Previous Holdings: 75,865,653
Change: 1.32%
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)
DF DENT & CO INC 525%634,213 755,112 VAN ECK ASSOCIATES CORP 100%826,662 3,905
Nikko Asset Management Americas, Inc. bought581,148 581,148 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 77%764,172 229,008
WASHINGTON UNIVERSITY bought462,474 462,474 Jackson Square Partners, LLC 30%758,665 1,731,150
Route One Investment Co, L.P. 50%459,500 1,372,798 Falcon Investment Management LLC sold432,080 0
Anabranch Capital Management, LP bought300,762 300,762 Triple Frond Partners LLC 40%265,000 395,800
PEREGRINE CAPITAL MANAGEMENT LLC bought291,777 291,777 Contour Asset Management LLC sold260,703 0
MILLENNIUM MANAGEMENT LLC 497%286,591 344,272 LOOMIS SAYLES & CO L P sold236,827 0
Soroban Capital Partners LLC bought261,139 261,139 WELLINGTON MANAGEMENT CO LLP 3%217,538 7,345,736
RIVERBRIDGE PARTNERS LLC 45%228,978 733,624 HENDERSON GROUP PLC 12%178,801 1,281,549
PRINCIPAL FINANCIAL GROUP INC 5%189,306 3,673,034 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 10%130,277 1,206,639
VANGUARD GROUP INC 2%175,011 7,590,188 Robeco Institutional Asset Management B.V. sold125,000 0
STATE OF WISCONSIN INVESTMENT BOARD bought141,545 141,545 Bank of New York Mellon CORP 21%115,938 436,498
ARK Investment Management LLC 179%139,663 217,878 STATE STREET CORP 6%97,778 1,612,373
BRX Global LP bought127,297 127,297 BLAIR WILLIAM & CO/IL 7%90,364 1,136,539
PIONEER INVESTMENT MANAGEMENT INC 50%121,036 362,466 AXA sold86,724 0
Oakcliff Capital Partners, LP bought96,025 96,025 CITADEL ADVISORS LLC (Kenneth C. Griffin) sold82,000 0
TEACHER RETIREMENT SYSTEM OF TEXAS 1,916%90,054 94,754 TWO SIGMA INVESTMENTS LLC 35%75,402 139,681
Renaissance Technologies(Jim Simons) bought89,300 89,300 AMP Capital Investors Ltd 82%68,336 15,261
Greenstone Partners & Co., LLC bought82,620 82,620 D. E. Shaw & Co., INC. (David E. Shaw) 20%62,879 252,368
ALGER FRED MANAGEMENT INC 6%76,148 1,254,178 Kemnay Advisory Services Inc. 26%62,798 178,678
BANK OF AMERICA CORP /DE/ 8%74,331 1,061,245 Skye Global Management LP 7%62,000 850,000
Sumitomo Mitsui Trust Holdings, Inc. 8%65,398 851,657 PARNASSUS INVESTMENTS /CA 7%60,429 861,215
GEODE CAPITAL MANAGEMENT LLC 7%63,013 951,648 BB&T CORP 66%59,255 30,763
GOLDMAN SACHS GROUP INC 35%62,715 243,628 Russell Investments Group, Ltd. sold56,567 0
ENVESTNET ASSET MANAGEMENT INC 33%57,456 231,870 Capital World Investors 2%54,769 3,548,782
J P MORGAN CHASE & CO 5%56,207 1,252,331 PARTNERS CAPITAL INVESTMENT GROUP, LLP 11%45,106 354,743
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 657%53,884 62,085 Susquehanna International Group, LLP 41%44,894 64,951
GREENOAKS CAPITAL PARTNERS LLC bought52,000 52,000 LYELL WEALTH MANAGEMENT, LP 32%43,904 91,590
CLS INVESTMENT FIRM, LLC 143%48,736 82,868 ARROWSTREET CAPITAL LIMITED PARTNERSHIP 66%42,606 22,097
Regis Management CO LLC bought47,787 47,787 FRONTIER CAPITAL MANAGEMENT CO INC 84%40,636 7,665
JANE STREET GROUP, LLC 171%41,718 66,080 Cubist Systematic Strategies, LLC 81%39,661 9,208
Mirae Asset Global Investments Co., Ltd. 16%41,100 303,286 AMERIPRISE FINANCIAL INC 66%33,974 17,434
MORGAN STANLEY bought37,203 37,203 SIT INVESTMENT ASSOCIATES INC sold32,800 0
OMERS ADMINISTRATION CORP bought36,325 36,325 BROWN CAPITAL MANAGEMENT INC 1%29,877 3,067,321
GREAT WEST LIFE ASSURANCE CO /CAN/ bought33,862 33,862 JUPITER ASSET MANAGEMENT LTD sold26,985 0
TWO SIGMA ADVISERS, LLC 113%32,600 61,573 Employees Retirement System of Texas sold26,400 0
CITIGROUP INC 23%31,418 169,573 AE Wealth Management LLC sold23,599 0
Advantage Alpha Capital Partners LP bought31,314 31,314 Winton Capital Group Ltd 63%23,557 13,573
NORTHERN TRUST CORP 6%30,271 551,019 Sawtooth Asset Management, Inc. sold23,440 0
BAMCO INC /NY/ 1%28,594 5,712,730 PRICE T ROWE ASSOCIATES INC /MD/ 13%21,304 145,292
Nuveen Asset Management, LLC 36%25,188 94,693 WEITZ WALLACE R & CO(Wallace Weitz) 10%20,000 188,300
Creative Planning bought24,333 24,333 Phoenix Holdings Ltd. 89%19,429 2,421
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. bought22,878 22,878 FIRST TRUST ADVISORS LP sold17,651 0
AtonRa Partners bought22,049 22,049 AIGEN INVESTMENT MANAGEMENT, LP sold16,465 0
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC bought21,682 21,682 B & T Capital Management DBA Alpha Capital Management sold15,836 0
NATIXIS bought19,303 19,303 Otter Creek Advisors, LLC 50%15,000 15,000
OPPENHEIMER ASSET MANAGEMENT INC 31%18,314 76,843 Bridgewater Associates, Inc.(Raymond Dalio) 44%14,968 18,910
REGIONS FINANCIAL CORP bought17,396 17,396 Man Group plc 36%13,803 24,145
DIMENSIONAL FUND ADVISORS INC 6%16,542 305,381 Stockbridge Partners LLC 0%12,253 4,471,387
CREDIT SUISSE/ 18%15,332 100,868 NEW YORK STATE COMMON RETIREMENT FUND 1%11,895 851,478
ICICI Prudential Asset Management Co Ltd bought14,334 14,334 Gotham Asset Management, LLC sold11,562 0
WOLVERINE TRADING, LLC bought14,065 14,065 LMR Partners LLP sold10,802 0
Connor, Clark & Lunn Investment Management Ltd. bought13,103 13,103 NICHOLAS CO INC /WI sold10,000 0
Artisan Partners Limited Partnership 0%12,917 3,386,952 SVA Plumb Wealth Management, LLC 40%9,500 14,255
AMERICAN CENTURY COMPANIES INC bought12,804 12,804 WADDELL & REED FINANCIAL INC 1%9,396 1,297,988
Cetera Investment Advisers bought12,761 12,761 Sciencast Management LP sold8,737 0
Epoch Investment Partners Inc. bought12,715 12,715 Qube Research & Technologies Ltd 22%8,629 31,427
DEUTSCHE BANK AG 12%12,512 117,268 St. James Investment Company, LLC 7%8,525 113,043
Holocene Advisors, LP bought11,680 11,680 Swiss National Bank 3%8,500 314,100
Regal Investment Advisors, LLC bought11,425 11,425 AVIVA PLC 38%8,204 13,188
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC bought11,360 11,360 Engineers Gate Manager LP 79%8,104 2,190
Tygh Capital Management, Inc. 27%10,568 50,046 HSBC HOLDINGS PLC 17%8,010 38,122
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 6%10,514 186,086 SEVEN EIGHT CAPITAL, LLC sold7,739 0
Blueshift Asset Management, LLC 205%9,806 14,588 Quadrature Capital Ltd 64%7,633 4,204
CLOVERFIELDS CAPITAL GROUP, LP bought9,716 9,716 TWINBEECH CAPITAL LP sold7,486 0
B. Metzler seel. Sohn & Co. Holding AG bought9,492 9,492 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold7,000 0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 29%9,209 41,261 Trexquant Investment LP 51%6,940 6,666
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2%8,921 386,134 Stephens Investment Management Group LLC 2%6,347 282,334
BROWN ADVISORY HOLDINGS INC 3%8,854 345,210 Dynamic Technology Lab Private Ltd sold6,245 0
UBS Group AG 20%8,831 53,056 Harbour Capital Advisors, LLC 32%6,025 12,532
BANK OF MONTREAL /CAN/ 213%8,823 12,956 FFCM LLC 48%5,884 6,387
TOMPKINS FINANCIAL CORP 3,420%8,789 9,046 WELD CAPITAL MANAGEMENT LLC sold5,506 0
NEXT Financial Group, Inc 258%8,476 11,760 KING LUTHER CAPITAL MANAGEMENT CORP sold5,340 0
LEGAL & GENERAL GROUP PLC 3%8,358 252,978 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 4%5,244 115,609
Conestoga Capital Advisors, LLC 5%7,825 160,655 Aurora Investment Managers, LLC. 21%4,697 17,493
Quantitative Investment Management, LLC bought7,656 7,656 AMERICAN CAPITAL MANAGEMENT INC 2%4,451 183,749
OCCUDO QUANTITATIVE STRATEGIES LP bought7,502 7,502 WHITTIER TRUST CO 11%4,419 37,633
Echo Street Capital Management LLC bought6,896 6,896 Cipher Capital LP 23%4,400 15,067
Invesco Ltd. 1%6,830 480,908 Verition Fund Managegment LLC sold4,267 0
ExodusPoint Capital Management, LP bought6,577 6,577 QUEST INVESTMENT MANAGEMENT INC/OR 9%4,257 41,552
Icon Wealth Partners, LLC bought6,517 6,517 PineBridge Investments Ltd 45%4,226 5,159
WELLS FARGO & CO/MN 2%6,364 261,081 Smith, Salley & Associates sold3,880 0
Sandhill Capital Partners LLC 4%5,800 160,187 Bayesian Capital Management, LP sold3,876 0
VOLORIDGE INVESTMENT MANAGEMENT, LLC bought5,736 5,736 Virtu Financial LLC sold3,667 0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 4%5,377 150,116 BRASADA CAPITAL MANAGEMENT, LP sold3,620 0
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 21%5,300 30,300 Vident Investment Advisory, LLC sold3,389 0
MAVERICK CAPITAL LTD (Lee Ainslie) bought5,150 5,150 Walleye Trading LLC 31%3,301 7,400
Aaron Wealth Advisors LLC bought5,000 5,000 Quantbot Technologies LLC 38%3,216 5,268
DekaBank Deutsche Girozentrale bought4,940 4,940 Jump Financial, LLC 65%3,210 1,717
MML INVESTORS SERVICES, LLC 38%4,584 16,704 COMMERCE BANK N A/MO sold3,139 0
Banque Cantonale Vaudoise bought4,547 4,547 Keebeck Alpha, LP sold3,086 0
APG All Pensions Group 3%4,540 160,062 Campbell & CO Investment Adviser LLC sold3,013 0
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 10%4,377 46,320 Quantamental Technologies LLC sold2,667 0
Andra AP-fonden bought4,200 4,200 SG Americas Securities, LLC 72%2,423 925
EQUITABLE TRUST CO 143%4,019 6,823 Karani Asset Management LLC 5%2,127 40,661
Daiwa Securities Group Inc. bought3,728 3,728 Gulf International Bank (UK) Ltd 10%2,100 18,125
Cypress Point Wealth Management, LLC bought3,695 3,695 State of New Jersey Common Pension Fund D 3%1,767 51,764
FDx Advisors, Inc. 87%3,566 7,682 AGF FUNDS INC 52%1,690 1,557
Voya Financial Advisors, Inc. 32%3,564 14,563 Salvus Wealth Management, LLC sold1,570 0
HighTower Advisors, LLC 32%3,410 13,927 Cutler Group LP 15%1,500 8,600
Atlantic Trust Group, LLC bought3,352 3,352 STRS OHIO 12%1,433 10,332
TOWNSQUARE CAPITAL LLC bought3,260 3,260 BARCLAYS PLC 31%1,424 3,103
Hillstrust bought3,209 3,209 Arizona State Retirement System 5%1,368 23,852
Exchange Capital Management, Inc. 8%3,203 44,238 SUNRISE PARTNERS LLC /CT 15%1,368 7,792
Pearl River Capital, LLC bought3,141 3,141 SHELL ASSET MANAGEMENT CO 14%1,359 8,608
Alta Wealth Advisors LLC bought3,105 3,105 Zurcher Kantonalbank (Zurich Cantonalbank) 8%1,352 14,852
SEI INVESTMENTS CO 1%3,090 428,273 Summit Trail Advisors, LLC sold1,303 0
Bridgefront Capital, LLC bought2,994 2,994 SIMPLEX TRADING, LLC sold1,292 0
ALPS ADVISERS INC 27%2,921 13,671 Azimuth Capital Management LLC 2%1,260 57,706
Belpointe Asset Management LLC bought2,847 2,847 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1%1,153 176,875
RHUMBLINE ADVISERS 3%2,691 94,049 Personal Capital Advisors Corp 40%1,070 1,583
PARK AVENUE SECURITIES LLC 70%2,686 6,521 Archon Partners LLC 1%1,000 84,500
Inspire Advisors, LLC bought2,666 2,666 CANADA PENSION PLAN INVESTMENT BOARD 52%934 859
FIERA SCEPTRE INC. 1%2,544 295,474 Korea Investment CORP 4%900 20,100
NuWave Investment Management, LLC bought2,523 2,523 Pembroke Management, LTD 1%882 74,514
PARAMETRIC PORTFOLIO ASSOCIATES 1%2,459 277,808 National Asset Management, Inc. 20%718 2,955
FOX RUN MANAGEMENT, L.L.C. bought2,441 2,441 CSat Investment Advisory, L.P. sold703 0
WISCONSIN CAPITAL MANAGEMENT LLC bought2,300 2,300 ALLIANCEBERNSTEIN L.P. 1%700 46,587
Ergoteles LLC bought2,300 2,300 ING INVESTMENT MANAGEMENT LLC 4%597 15,849
RMB Capital Management, LLC 5%2,229 50,733 Prospera Financial Services sold401 0
WEDBUSH MORGAN SECURITIES INC bought2,098 2,098 Aperio Group, LLC 2%397 20,690
LPL Financial CORP 84%2,095 4,580 Bullseye Asset Management LLC 1%363 35,579
OPPENHEIMER & CO INC bought2,056 2,056 BENJAMIN F. EDWARDS & COMPANY, INC. sold325 0
BABSON CAPITAL MANAGEMENT LLC bought2,020 2,020 BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 2%323 14,052
PICTET ASSET MANAGEMENT LTD 7%2,001 32,501 EVOKE WEALTH, LLC sold315 0
MACRO Consulting Group bought1,992 1,992 Skandinaviska Enskilda Banken AB (publ) 0%267 146,945
Main Street Financial Solutions, LLC bought1,960 1,960 GROUP ONE TRADING, L.P. 9%215 2,263
PROEQUITIES, INC. 37%1,939 7,205 PACES FERRY WEALTH ADVISORS, LLC sold208 0
Parallel Advisors, LLC bought1,867 1,867 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 14%199 1,189
Redpoint Investment Management Pty Ltd bought1,825 1,825 MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 5%179 3,237
TORONTO DOMINION BANK 13%1,790 15,663 BEACON FINANCIAL GROUP 3%170 5,114
US BANCORP DE 15%1,761 13,125 Lenox Wealth Advisors, Inc. sold165 0
LOEWS CORP bought1,723 1,723 SEEYOND 1%110 19,375
MANUFACTURERES LIFE INSURANCE CO bought1,721 1,721 BANK OF NOVA SCOTIA / 2%100 4,871
Arden Trust Co bought1,707 1,707 TFC Financial Management sold93 0
FIS GROUP, INC. bought1,705 1,705 Harvest Fund Management Co., Ltd sold84 0
Illinois Municipal Retirement Fund 88%1,672 3,565 Ellevest, Inc. sold74 0
Cresset Asset Management, LLC bought1,653 1,653 Somerset Trust Co 2%63 2,887
McCollum Christoferson Group LLC 3%1,635 52,330 PANAGORA ASSET MANAGEMENT INC 2%63 2,917
Gilbert & Cook, Inc. bought1,630 1,630 FRANKLIN RESOURCES INC 16%60 315
BUCKHEAD CAPITAL MANAGEMENT LLC 10%1,616 17,348 Altshuler Shaham Ltd sold57 0
VIVID FINANCIAL MANAGEMENT, INC. bought1,610 1,610 First Bank & Trust 2%54 2,142
DAVIDSON D A & CO bought1,605 1,605 VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 49%51 53
Circle Wealth Management, LLC bought1,582 1,582 HUNTINGTON ASSET ADVISORS, INC. sold38 0
Advisors Capital Management, LLC 24%1,573 8,083 METROPOLITAN LIFE INSURANCE CO/NY 1%37 2,535
M&T BANK CORP 49%1,562 4,775 HM PAYSON & CO sold33 0
World Asset Management Inc bought1,555 1,555 Lloyd Advisory Services, LLC. sold33 0
WAYNE HUMMER INVESTMENTS L.L.C. bought1,550 1,550 SIGNATUREFD, LLC 13%30 196
Janney Montgomery Scott LLC 13%1,498 13,001 FMR LLC 1%27 3,513
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 91%1,470 3,083 STEPHENS INC /AR/ 2%27 1,397
Burns Wealth Management, Inc. 4%1,401 36,294 Ranger Investment Management, L.P. 79%26 7
AlphaCrest Capital Management LLC 45%1,306 4,202 KORNITZER CAPITAL MANAGEMENT INC /KS 0%25 140,885
IFM Investors Pty Ltd 17%1,198 8,107 Sumitomo Mitsui Asset Management Company, LTD 0%18 5,327
WHITTIER TRUST CO OF NEVADA INC 10%1,174 13,141 Lindbrook Capital, LLC 54%14 12
WEXFORD CAPITAL LLC bought1,100 1,100 Advisory Services Network, LLC 4%8 209
Fieldpoint Private Securities, LLC bought928 928 Steward Partners Investment Advisory, LLC 3%7 270
Utah Retirement Systems 6%900 16,790 AMERICAN INTERNATIONAL GROUP INC 0%6 1,283
Linscomb & Williams, Inc. 8%890 12,286 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9%6 60
BRISTOL JOHN W & CO INC /NY/ 0%872 358,280 GAM Holding Ltd. 0%4 41,764
IFP Advisors, Inc bought869 869 STIFEL FINANCIAL CORP 2%4 168
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 25%776 3,876 TCI Wealth Advisors, Inc. 6%3 51
VICTORY CAPITAL MANAGEMENT INC 6%773 13,335 ALLSTATE CORP no change 4,726
Mitsubishi UFJ Asset Management Co., Ltd. 5%742 16,004 Valeo Financial Advisors, LLC no change 52
Parkside Financial Bank & Trust 110%696 1,331 PRUDENTIAL CORP PLC no change 12,971
EXCHANGE TRADED CONCEPTS, LLC 1,690%676 716 Barbara Oil Co. no change 10,500
Charter Oak Capital Management, LLC bought650 650 MARKEL CORP(Tom Gayner) no change 13,000
TD ASSET MANAGEMENT INC 10%646 7,060 Matrix Capital Management Company, LLC no change 400,000
PRUDENTIAL FINANCIAL INC 18%608 3,908 MARSICO CAPITAL MANAGEMENT LLC no change 51,859
Rockefeller Capital Management L.P. 7%574 8,869 DIAM Co., Ltd. no change 30,907
Neo Ivy Capital Management 40%466 1,639 Mn Services Vermogensbeheer B.V. no change 70,400
Treasurer of the State of North Carolina 1%450 32,180 Bares Capital Management, Inc. no change 368,215
SRS Capital Advisors, Inc. 160%398 647 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO no change 49,900
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought398 398 KBC Group NV no change 7,956
RAYMOND JAMES & ASSOCIATES 0%386 179,996 Handelsbanken Fonder AB no change 15,595
IBM Retirement Fund 13%358 3,057 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. no change 16,655
Standard Life Aberdeen plc 13%345 2,971 GLYNN CAPITAL MANAGEMENT LLC no change 16,940
KEYBANK NATIONAL ASSOCIATION/OH 10%321 3,661 SiVest Group, Inc. no change 22,500
ProShare Advisors LLC 8%308 4,016 CNA FINANCIAL CORP no change 15,186
Vestmark Advisory Solutions, Inc. 10%305 3,305 CIBC Global Asset Management Inc no change 3,133
NOMURA ASSET MANAGEMENT CO LTD 2%300 14,670 HARBOR INVESTMENT ADVISORY, LLC no change 175
IFS Advisors, LLC bought286 286 CREATIVE FINANCIAL DESIGNS INC /ADV no change 192
ACADIAN ASSET MANAGEMENT LLC bought273 273 Versant Capital Management, Inc no change 90
CAPTRUST FINANCIAL ADVISORS 7%231 3,513 EARNEST PARTNERS LLC no change 58
Tower Research Capital LLC 79%228 516 Hudock Moyer Wealth Resources, LLC no change 25
CWM, LLC 140%171 293 Savior LLC no change 27
Mitsubishi UFJ Trust & Banking Corp 30%159 682 TOBAM no change 295
NN Investment Partners Holdings N.V. 1%150 10,857 Pflug Koory, LLC no change 300
BOSTON FAMILY OFFICE LLC 3%146 5,022 CULLEN FROST BANKERS INC no change 516
RAYMOND JAMES TRUST CO 2%143 9,217 Harel Insurance Investments & Financial Services Ltd. no change 612
Interchange Capital Partners, LLC bought129 129 HARDING LOEVNER LLC no change 308
Beaumont Asset Management, L.L.C. 1%129 10,232 Carmichael Hill & Associates, Inc. no change 300
ESSEX INVESTMENT MANAGEMENT CO LLC bought102 102 AdvisorNet Financial, Inc no change 300
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 1%99 8,736 ENTERPRISE FINANCIAL SERVICES CORP no change 22
Capital Asset Advisory Services LLC bought84 84 LIBERTY WEALTH MANAGEMENT LLC no change 20
QUADRANT CAPITAL GROUP LLC 109%82 157 Livforsakringsaktiebolaget Skandia (publ) no change 700
SALEM INVESTMENT COUNSELORS INC bought75 75 LATEEF INVESTMENT MANAGEMENT/CA no change 2,868
FIFTH THIRD BANCORP 8%65 865 Yorktown Management & Research Co Inc no change 3,200
Sowell Financial Services LLC 6%65 1,138 NORDEA INVESTMENT MANAGEMENT AB no change 3,324
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0%60 12,315 BESSEMER GROUP INC no change 4,269
Curi Wealth Management, LLC bought40 40 CONNABLE OFFICE INC no change 3,475
Pinnacle Wealth Planning Services, Inc. bought35 35 RMR Wealth Builders no change 2,537
Bank Julius Baer & Co. Ltd, Zurich bought33 33 WASHINGTON TRUST CO no change 2,295
STATE BANK & TRUST 1%30 5,177 Hanson McClain, Inc. no change 18
Carroll Financial Associates, Inc. 11%27 282 MEEDER ASSET MANAGEMENT INC no change 19
MASSMUTUAL TRUST CO FSB/ADV bought25 25 Zions Bancorporation, N.A. no change 14
HUNTINGTON NATIONAL BANK 6%18 315 HARVEST GROUP WEALTH MANAGEMENT, LLC no change 8
BerganKDV Wealth Management, LLC bought17 17 NISA INVESTMENT ADVISORS L L C no change 750
BAILARD, INC. 0%17 18,766 USS Investment Management Ltd no change 5,897
VALLEY NATIONAL ADVISERS INC bought11 11
Berman Capital Advisors, LLC 12%11 105
Standard Family Office LLC bought11 11
Vantage Consulting Group Inc bought10 10
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC bought9 9
EATON VANCE MANAGEMENT 0%8 75,186
Regent Peak Wealth Advisors LLC bought6 6
Sailer Financial LLC bought5 5
Manchester Capital Management LLC bought5 5
Annapolis Financial Services, LLC bought5 5
BELLEVUE ASSET MANAGEMENT, LLC 6%1 17
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