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STOCK TICKER:
Kinder Morgan, Inc. Common Stock   (ticker: KMI)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 1,195,720,067
Previous Holdings: 1,185,866,842
Change: 0.83%
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)
FAYEZ SAROFIM & CO bought13,333,337 13,333,337 COHEN & STEERS INC 90%8,896,068 989,237
J P MORGAN CHASE & CO 72%11,281,319 26,880,861 BROOKFIELD ASSET MANAGEMENT INC. sold6,060,092 0
TWO SIGMA INVESTMENTS LLC 466%10,444,847 12,688,021 GOLDMAN SACHS GROUP INC 43%5,531,557 7,446,094
TWO SIGMA ADVISERS, LLC 214%6,385,400 9,364,391 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 67%3,770,391 1,890,152
DEUTSCHE BANK AG bought4,668,107 4,668,107 Energy Income Partners, LLC 32%3,610,806 7,669,303
VOLORIDGE INVESTMENT MANAGEMENT, LLC 750%2,677,845 3,034,840 River Road Asset Management, LLC 54%3,391,945 2,861,083
APG All Pensions Group 45%2,569,355 8,330,507 Clearbridge Advisors, LLC 9%3,068,108 31,812,329
FPR PARTNERS LLC 16%2,425,000 17,984,432 Salient Capital Advisors, LLC 25%2,704,323 8,100,478
CITADEL ADVISORS LLC (Kenneth C. Griffin) 60%2,413,875 6,445,720 AQR CAPITAL MANAGEMENT LLC 79%2,543,154 688,072
Mitsubishi UFJ Securities International PLC bought2,000,000 2,000,000 BANK OF MONTREAL /CAN/ 32%2,127,666 4,604,370
Invesco Ltd. 22%1,971,031 11,084,399 TORTOISE CAPITAL ADVISORS LLC 10%2,078,350 19,448,365
Susquehanna International Group, LLP 28%1,693,674 7,787,341 STATE STREET CORP 2%2,001,289 109,881,696
D. E. Shaw & Co., INC. (David E. Shaw) 23%1,641,910 8,906,100 PAYDEN & RYGEL 100%1,887,000 725
BROWN ADVISORY HOLDINGS INC 21%1,117,586 6,384,030 Ardevora Asset Management LLP sold1,881,392 0
Squarepoint Ops LLC 126%1,068,901 1,915,880 BRANDYWINE ASSET MANAGEMENT LLC sold1,878,469 0
SUNRISE PARTNERS LLC /CT 127%939,515 1,679,927 BANK OF AMERICA CORP /DE/ 2%1,527,131 63,290,457
GEODE CAPITAL MANAGEMENT LLC 3%843,151 29,448,542 CHICKASAW CAPITAL MANAGEMENT LLC 20%1,507,362 5,934,786
BARCLAYS PLC 40%836,038 2,922,221 GLENMEDE TRUST CO NA 100%1,403,935 1,549
NOMURA HOLDINGS INC 84%821,199 1,803,457 BB&T CORP 51%1,307,168 1,243,202
MORGAN STANLEY 6%783,163 14,053,852 BANK OF NOVA SCOTIA / 81%1,168,405 265,675
DONALDSON CAPITAL MANAGEMENT, LLC bought759,611 759,611 Ensign Peak Advisors, Inc 19%1,115,179 4,615,178
FMR LLC 80%757,420 1,702,406 JENNISON ASSOCIATES LLC 46%1,072,143 1,280,533
Weiss Multi-Strategy Advisers LLC 260%650,000 900,000 KETTLE HILL CAPITAL MANAGEMENT, LLC sold1,070,970 0
Mirae Asset Global Investments Co., Ltd. 16%588,308 4,300,656 ADAGE CAPITAL PARTNERS GP LLC 49%1,070,600 1,135,100
Mitsubishi UFJ Asset Management Co., Ltd. bought570,923 570,923 MACQUARIE GROUP LTD 24%1,022,207 3,187,003
SALIENT TRUST CO LTA bought562,825 562,825 Point72 Asset Management, L.P. sold991,352 0
Cubist Systematic Strategies, LLC 391%538,867 676,665 Allianz Asset Management AG 19%917,410 3,919,248
BRADLEY FOSTER & SARGENT INC/CT bought519,922 519,922 SPIRIT OF AMERICA MANAGEMENT CORP/NY sold855,494 0
Ziegler Capital Management, LLC 1,023%455,758 500,324 RAYMOND JAMES & ASSOCIATES 14%849,636 5,160,883
Quadrature Capital Ltd bought423,305 423,305 Blackstone Group L.P(Stephen A. Schwarzman) 4%802,828 21,191,639
AMF Pensionsforsakring AB 27%383,248 1,804,298 CIBC WORLD MARKETS CORP 11%753,241 5,988,446
DIMENSIONAL FUND ADVISORS INC 3%351,615 11,469,475 SEI INVESTMENTS CO 71%730,605 305,143
LEGAL & GENERAL GROUP PLC 2%348,290 19,528,844 VANGUARD GROUP INC 0%651,011 169,002,786
AIGEN INVESTMENT MANAGEMENT, LP bought340,901 340,901 NORTHERN TRUST CORP 3%626,635 22,788,289
Capstone Investment Advisors, LLC 96%339,751 695,051 Russell Investments Group, Ltd. 19%577,729 2,502,234
Lumbard Investment Counseling, LLC bought333,715 333,715 COBALT CAPITAL MANAGEMENT INC sold547,200 0
Financial Engines Advisors L.L.C. 112%325,963 617,129 ENVESTNET ASSET MANAGEMENT INC 26%520,701 1,494,763
Lombard Odier Asset Management (USA) Corp 640%320,000 370,000 Claar Advisors LLC 86%512,000 84,000
Employees Retirement System of Texas bought320,000 320,000 MILLENNIUM MANAGEMENT LLC 18%508,379 2,305,476
Mitsubishi UFJ Trust & Banking Corp 464%315,035 382,889 Alyeska Investment Group, L.P. sold492,472 0
ING CLARION REAL ESTATE SECURITIES/N L.P. 33%297,121 1,185,591 Nuveen Asset Management, LLC 52%486,048 443,880
PRUDENTIAL CORP PLC 5%291,218 5,906,231 HARBER ASSET MANAGEMENT LLC sold480,241 0
CAPITAL MANAGEMENT CORP /VA 63%278,380 717,345 Sumitomo Mitsui Trust Holdings, Inc. 6%480,088 7,718,975
Standard Life Aberdeen plc 20%256,948 1,523,137 FRANKLIN RESOURCES INC 2%409,044 21,677,338
Robeco Institutional Asset Management B.V. 14%255,337 2,125,660 Baird Financial Group, Inc. sold352,223 0
HENNESSY ADVISORS INC 13%247,000 2,206,101 Laurion Capital Management LP sold350,000 0
Quantbot Technologies LLC 107%244,475 473,373 Holloway Wealth Management, LLC sold349,659 0
NKCFO LLC bought242,750 242,750 NATIXIS 45%346,117 416,008
Livingston Group Asset Management CO (operating as Southport Capital Management) 190%234,741 358,405 Deep Basin Capital LP sold345,417 0
Qube Research & Technologies Ltd 590%232,465 271,878 Oxbow Advisors, LLC 57%332,700 256,045
Zurcher Kantonalbank (Zurich Cantonalbank) 35%227,078 874,964 PARAMETRIC PORTFOLIO ASSOCIATES 6%331,636 5,183,730
Bank of New York Mellon CORP 1%223,616 17,639,194 EAGLE GLOBAL ADVISORS LLC 22%325,297 1,123,194
JANE STREET GROUP, LLC 30%223,217 976,219 Swank Energy Income Advisors, LP 10%314,707 2,790,332
Vident Investment Advisory, LLC 15%223,153 1,708,453 BAR HARBOR TRUST SERVICES 90%298,124 34,511
HighTower Advisors, LLC 11%218,855 2,137,293 BLACKHILL CAPITAL INC sold292,655 0
CORNERCAP INVESTMENT COUNSEL INC bought214,858 214,858 CREDIT SUISSE/ 5%283,946 5,373,185
First Pacific Advisors, LLC(Robert Rodriquez) 1%204,620 15,078,144 VIRGINIA RETIREMENT SYSTEMS ET AL 49%280,800 288,300
TD ASSET MANAGEMENT INC 37%200,425 748,088 AMP Capital Investors Ltd 7%274,621 3,914,576
Twin Tree Management, LP 552%199,012 235,093 CARLSON CAPITAL L P 53%254,800 226,800
Fairholme Capital Mngt(Bruce Berkowitz) bought196,600 196,600 DIVIDEND GROWTH ADVISORS, LLC 79%235,825 64,024
Quantitative Investment Management, LLC bought195,737 195,737 Winton Capital Group Ltd 56%233,514 183,568
TORTOISE INDEX SOLUTIONS, LLC 13%194,027 1,662,918 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 55%221,935 179,865
HALLMARK CAPITAL MANAGEMENT INC bought184,360 184,360 Skandinaviska Enskilda Banken AB (publ) sold219,810 0
MERITAGE PORTFOLIO MANAGEMENT bought182,088 182,088 RR Advisors, LLC 20%213,000 838,000
Third Security, LLC bought180,000 180,000 Gotham Asset Management, LLC 20%209,059 838,690
DUFF & PHELPS INVESTMENT MANAGEMENT CO 7%177,145 2,710,818 SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1%208,690 23,536,846
FORT PITT CAPITAL GROUP, LLC 9%169,958 2,114,188 VICTORY CAPITAL MANAGEMENT INC 13%208,139 1,424,973
Schonfeld Strategic Advisors LLC 154%162,471 268,300 Andra AP-fonden 56%182,200 142,600
Wunderlich Securities, Inc. bought159,631 159,631 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY sold180,350 0
WAYNE HUMMER INVESTMENTS L.L.C. 632%149,244 172,876 Achmea Investment Management B.V. 60%179,548 118,625
AR ASSET MANAGEMENT INC 124%147,620 266,570 CONFLUENCE INVESTMENT MANAGEMENT LLC 3%178,967 5,305,036
ING INVESTMENT MANAGEMENT LLC 10%147,200 1,690,068 BERKSHIRE ASSET MANAGEMENT INC/PA 14%166,402 1,032,257
KAYNE ANDERSON CAPITAL ADVISORS LP 2%146,000 8,171,302 PRUDENTIAL FINANCIAL INC 2%164,349 8,527,336
Oak Grove Capital LLC 30%142,934 621,490 Uniplan Investment Counsel, Inc. 79%163,134 43,854
PineBridge Investments Ltd bought140,771 140,771 INGALLS & SNYDER LLC 83%159,966 32,498
Arizona State Retirement System 29%140,119 618,990 Wakefield Asset Management LLLP sold155,634 0
NICHOLS & PRATT ADVISERS LLP /MA 8%135,958 1,818,889 Reliant Investment Management, LLC 86%153,450 25,645
NorthCoast Asset Management LLC 486%135,259 163,114 Gareth Morgan Investments Limited Partnership 62%151,496 92,452
BEDDOW CAPITAL MANAGEMENT INC bought135,185 135,185 Maple-Brown Abbott Ltd 3%150,864 4,749,825
MML INVESTORS SERVICES, LLC bought132,734 132,734 WELLS FARGO & CO/MN 2%149,478 8,722,637
BUTENSKY & COHEN FINANCIAL SECURITY, INC bought131,518 131,518 CastleArk Alternatives, LLC sold149,020 0
NORDEA INVESTMENT MANAGEMENT AB bought131,192 131,192 Aperio Group, LLC 21%145,968 551,551
Stokes Capital Advisors, LLC bought129,989 129,989 PRICE T ROWE ASSOCIATES INC /MD/ 4%145,939 3,472,226
Centre Asset Management, LLC 32%121,640 499,186 BTR CAPITAL MANAGEMENT INC 29%145,117 349,944
Steward Partners Investment Advisory, LLC bought117,838 117,838 UBS Group AG 1%144,985 11,555,277
CARY STREET PARTNER INVESTMENT ADVISORY LLC bought117,020 117,020 PRINCIPAL FINANCIAL GROUP INC 5%141,894 2,639,251
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 3%112,539 4,493,282 Swiss National Bank 2%139,700 7,922,533
LMR Partners LLP bought109,667 109,667 Creative Planning 99%139,457 2,000
TEACHER RETIREMENT SYSTEM OF TEXAS 6%104,737 2,008,938 NLI INTERNATIONAL INC 52%138,590 129,150
WOLVERINE TRADING, LLC 14%103,156 832,742 Mariner Wealth Advisors, LLC 46%132,865 154,516
Foundry Partners, LLC 16%102,563 763,681 Cipher Capital LP 70%132,830 57,277
CVA Family Office, LLC 9,705%102,000 103,051 SALEM INVESTMENT COUNSELORS INC 58%130,487 95,386
Marshall Wace North America, L.P. bought99,274 99,274 WESTWOOD HOLDINGS GROUP INC sold129,440 0
Korea Investment CORP 13%97,675 843,875 IBEX WEALTH ADVISORS sold127,938 0
KORNITZER CAPITAL MANAGEMENT INC /KS 4%94,935 2,411,984 Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 12%125,400 947,907
SG Americas Securities, LLC 38%94,569 345,245 Chevy Chase Trust Holdings, Inc. 8%122,139 1,443,447
Houlihan Financial Resource Group, Ltd. bought92,716 92,716 SENTRY INVESTMENT MANAGEMENT INC 98%121,080 2,009
H D Vest Advisory Services 248%89,352 125,453 CITIGROUP INC 2%114,004 5,593,503
WealthTrust Axiom LLC 78%87,618 200,652 BT Investment Management Ltd sold112,755 0
DAVIDSON D A & CO 25%84,239 426,296 PIONEER INVESTMENT MANAGEMENT INC 4%109,562 2,431,179
SIT INVESTMENT ASSOCIATES INC 683%81,625 93,575 KEYBANK NATIONAL ASSOCIATION/OH 25%105,035 309,724
FIRST TRUST ADVISORS LP 15%79,129 602,086 CASTLEARK MANAGEMENT LLC 62%104,595 64,710
ALLIANCEBERNSTEIN L.P. 3%75,787 3,047,140 GUGGENHEIM CAPITAL LLC 21%101,998 376,171
BOURGEON CAPITAL MANAGEMENT LLC 37,850%75,700 75,900 ASHFORD CAPITAL MANAGEMENT INC 57%101,413 77,447
Wesleyan Assurance Society bought75,000 75,000 Global Wealth Management Investment Advisory, Inc. 95%98,264 4,912
Kestra Advisory Services, LLC bought74,468 74,468 Williams Jones Wealth Management, LLC. 67%94,480 47,276
Rockefeller Capital Management L.P. 26%73,699 359,562 MENLO ADVISORS LLC 50%91,670 90,920
Crossmark Global Holdings, Inc. 50%69,282 208,070 PETROLEUM & RESOURCES CORP 14%89,900 568,100
SG3 Management, LLC 3,400%68,000 70,000 State of New Jersey Common Pension Fund D 6%89,355 1,345,286
INVESTMENT MANAGEMENT OF VIRGINIA LLC 23%67,444 362,160 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 20%89,203 346,182
J.W. COLE ADVISORS, INC. bought65,764 65,764 NEW YORK STATE COMMON RETIREMENT FUND 2%88,500 4,197,728
Cutler Group LP 253%64,150 89,500 MACKENZIE FINANCIAL CORP 22%86,917 317,169
ROOSEVELT INVESTMENT GROUP INC 466%57,807 70,220 Parsec Financial Management, Inc. 16%85,258 446,232
LEVEL FOUR ADVISORY SERVICES, LLC bought56,918 56,918 Assenagon Asset Management S.A. sold82,147 0
Trexquant Investment LP 102%56,823 112,326 SIGMA INVESTMENT COUNSELORS INC 53%80,350 70,375
West Family Investments, Inc. bought54,800 54,800 ATRIA INVESTMENTS LLC 43%80,066 105,899
Peak Asset Management, LLC bought53,700 53,700 Sawtooth Asset Management, Inc. 74%79,798 27,435
Relative Value Partners Group, LLC bought53,405 53,405 SCHRODER INVESTMENT MANAGEMENT GROUP 93%79,747 5,547
Cinctive Capital Management LP 16%51,689 369,100 TIEDEMANN WEALTH MANAGEMENT, LLC 46%77,974 92,027
Recurrent Investment Advisors LLC 11%51,395 537,485 PDT Partners, LLC sold77,231 0
Truvestments Capital LLC 10,108%51,349 51,857 RMB Capital Management, LLC 21%76,037 287,419
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 2%49,653 2,283,250 AE Wealth Management LLC 42%73,828 103,778
Public Sector Pension Investment Board 26%48,000 235,590 Financial Advantage, Inc. 23%71,033 241,110
PENN DAVIS MCFARLAND INC 4%47,605 1,188,321 HAP Trading, LLC sold68,500 0
JEPPSON WEALTH MANAGEMENT, LLC bought47,275 47,275 AMERIPRISE FINANCIAL INC 4%68,314 1,570,864
Lombard Odier Asset Management (Switzerland) SA 97%47,004 95,292 Rafferty Asset Management, LLC 9%67,909 662,363
MAKENA CAPITAL MANAGEMENT LLC 22%46,628 255,031 BRUNI J V & CO /CO 3%67,574 2,019,427
Bayesian Capital Management, LP 188%45,500 69,700 COMMONWEALTH EQUITY SERVICES, LLC. 12%63,940 484,759
CIBC World Markets Inc. 1%45,377 3,136,462 Kore Private Wealth LLC 16%62,795 339,230
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 47%45,372 141,362 GRIFFIN ASSET MANAGEMENT, INC. 35%62,567 117,837
Marshall Wace LLP bought44,659 44,659 Dynamic Technology Lab Private Ltd 80%61,443 15,236
BLAIR WILLIAM & CO/IL 7%43,642 679,484 Raymond James Financial Services Advisors, Inc. 5%61,102 1,125,981
GSA CAPITAL PARTNERS LLP bought41,754 41,754 GM Advisory Group, Inc. sold60,298 0
SKBA CAPITAL MANAGEMENT LLC 11%39,920 393,420 STRS OHIO 5%59,905 1,153,334
COWEN AND COMPANY, LLC bought39,587 39,587 Walleye Trading LLC 19%59,500 259,400
Renaissance Technologies(Jim Simons) 19%38,800 242,231 Sonora Investment Management, LLC 26%57,785 167,155
KITZINGER LAUTMANN CAPITAL MANAGEMENT INC 4%38,362 1,052,055 ALPS ADVISERS INC 32%57,107 119,493
Pearl River Capital, LLC bought37,892 37,892 MEEDER ASSET MANAGEMENT INC sold53,759 0
Richard C. Young & CO., LTD. 10%37,543 430,984 WESBANCO BANK INC 11%53,690 449,079
ETRADE Capital Management LLC 18%37,432 246,843 MACKAY SHIELDS LLC sold53,612 0
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 5%37,100 734,034 BESSEMER GROUP INC 77%53,527 16,309
Main Street Research LLC bought37,000 37,000 SIR Capital Management, L.P. 62%53,500 32,200
Covington Capital Management 8%35,791 493,326 FineMark National Bank & Trust 15%53,356 312,472
Neo Ivy Capital Management bought35,696 35,696 FIS GROUP, INC. 14%52,836 317,095
Capital Square, LLC bought35,636 35,636 Walleye Trading Advisors, LLC 67%52,075 25,200
EXCHANGE TRADED CONCEPTS, LLC 16%35,447 254,709 MILLER HOWARD INVESTMENTS INC /NY 3%47,168 1,508,549
LPL Financial CORP 3%35,417 1,192,474 Tower Research Capital LLC 99%47,153 375
BCJ Capital Management, LLC bought35,160 35,160 AVALON ADVISORS L P 5%47,042 861,711
SMH CAPITAL INC. 97%34,547 70,121 PBWM Holdings, LLC 62%47,026 28,374
KINGS POINT CAPITAL MANAGEMENT 16%33,592 237,693 Retirement Systems of Alabama 6%46,990 784,586
CAPTRUST FINANCIAL ADVISORS 19%31,631 199,162 Frigate Ventures LP sold45,600 0
Symmetry Partner, LLC bought31,127 31,127 Arden Trust Co 66%44,619 23,256
ProShare Advisors LLC 7%30,988 467,409 ARROWSTREET CAPITAL LIMITED PARTNERSHIP sold44,300 0
Quantitative Systematic Strategies LLC bought29,474 29,474 SEVEN EIGHT CAPITAL, LLC sold44,000 0
Sterling Investment Advisors, Ltd. 31%29,080 122,790 PANAGORA ASSET MANAGEMENT INC 18%42,304 190,228
Quantamental Technologies LLC bought29,062 29,062 Horizon Investments, LLC/SC 43%41,385 54,639
Jump Financial, LLC bought28,700 28,700 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 5%40,600 742,851
PETERSEN FLYNN & DINSMORE INC 57%28,150 77,655 ZACKS INVESTMENT MANAGEMENT 2%40,309 2,329,028
MEIJI YASUDA LIFE INSURANCE CO bought28,143 28,143 BEACH INVESTMENT COUNSEL INC/PA 18%40,298 187,609
Archford Capital Strategies, LLC bought27,811 27,811 WELLINGTON MANAGEMENT CO LLP 0%39,695 24,668,748
Platform Technology Partners bought27,638 27,638 TCF National Bank 71%39,608 16,119
IFM Investors Pty Ltd 16%27,461 196,853 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 74%38,805 13,859
EVERGREEN CAPITAL MANAGEMENT LLC 43%27,036 90,122 Venturi Wealth Management, LLC 66%38,687 20,163
ING GROEP NV 104%26,632 52,331 AXA 46%37,665 44,493
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 8%26,320 352,992 NuWave Investment Management, LLC sold37,551 0
Strategic Wealth Advisors Group,Inc. bought25,826 25,826 Calamos Advisors LLC 4%37,413 994,709
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14%25,768 212,271 Pacer Advisors, Inc. 10%37,308 333,551
Gyon Technologies Capital Management, LP bought25,718 25,718 Mirador Capital Partners LP 67%37,165 18,384
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1%25,640 3,728,433 Archer Investment Corp 42%36,000 49,987
Engineers Gate Manager LP 88%25,183 53,826 OPPENHEIMER & CO INC 11%35,177 293,844
SIMPLEX TRADING, LLC bought25,083 25,083 OPPENHEIMER ASSET MANAGEMENT INC sold34,815 0
ADVANTUS CAPITAL MANAGEMENT INC 8%24,803 344,085 IEQ CAPITAL, LLC sold34,362 0
Linscomb & Williams, Inc. 6%23,587 406,233 Janney Capital Management LLC 6%34,085 516,034
Stonehage Fleming Financial Services Holdings Ltd 66%22,581 57,013 NISA INVESTMENT ADVISORS L L C 14%33,828 216,264
Redmond Asset Management, LLC 55%22,392 63,257 CENTAURUS FINANCIAL, INC. sold31,864 0
Jackson Hole Capital Partners, LLC 23%22,368 119,492 MAI Wealth Advisors 4%30,752 702,954
EDGAR LOMAX CO/VA 4%22,150 547,275 NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 13%30,735 202,365
People's United Financial, Inc. 62%22,026 57,784 WHITE BAY PT LLC 100%30,700 148
Louisiana State Employees Retirement System 22%22,000 120,800 Vestcor Investment Management Corp 14%29,694 183,685
Wealthcare Advisory Partners LLC 63%21,604 56,086 US BANCORP DE 13%29,299 204,397
Varma Mutual Pension Insurance Co 25%21,448 108,178 AGF FUNDS INC 6%28,165 414,339
Edge Capital Group, LLC 4%21,239 602,036 DIAM Co., Ltd. 3%27,848 1,072,864
Venture Visionary Partners LLC 55%21,169 59,833 STRATEGY ASSET MANAGERS LLC sold27,200 0
ARES MANAGEMENT LLC bought21,165 21,165 Regal Investment Advisors, LLC sold26,966 0
RHUMBLINE ADVISERS 1%19,873 3,861,458 Virtue Capital Management, LLC 31%26,405 58,270
Pasadena Private Wealth, LLC bought19,360 19,360 Anfield Capital Management, LLC sold26,381 0
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 15%19,150 150,230 Man Group plc 17%25,325 123,174
Kingsview Wealth Management, LLC 74%19,072 44,870 YorkBridge Wealth Partners, LLC sold24,929 0
Hilltop Holdings Inc. bought19,054 19,054 Blueshift Asset Management, LLC sold24,793 0
Butler Wick Trust CO 10%18,863 202,947 PARK AVENUE SECURITIES LLC 65%24,585 13,337
Haafor (Singapore) Pte. Ltd. bought18,723 18,723 Welch Group, LLC 36%23,725 42,111
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 45%18,257 58,709 UNITED CAPITAL FINANCIAL ADVISERS,INC. 2%23,295 1,020,940
Laurel Wealth Advisors, Inc. bought18,106 18,106 Sumitomo Mitsui Asset Management Company, LTD 12%23,001 167,231
SUN LIFE FINANCIAL INC 49%17,958 54,741 GANNETT WELSH & KOTLER 1%22,102 1,731,244
OAK RIDGE INVESTMENTS LLC 61%17,955 47,260 FDx Advisors, Inc. 39%22,096 34,965
SCOTIA CAPITAL INC. 9%17,900 219,303 AMERICAN INTERNATIONAL GROUP INC 3%21,870 806,633
IBM Retirement Fund 39%17,755 63,250 Yorktown Management & Research Co Inc sold20,700 0
Stearns Financial Services Group bought17,260 17,260 Yale Capital CORP sold20,249 0
SFE Investment Counsel 19%16,755 102,725 Wealthfront Advisers LLC 18%20,244 93,810
AlphaCrest Capital Management LLC 70%16,699 40,496 Aristides Capital LLC sold20,000 0
FOX RUN MANAGEMENT, L.L.C. bought16,627 16,627 HSBC HOLDINGS PLC 1%19,773 3,559,973
Brookstone Capital Management bought16,354 16,354 AMERICAN CENTURY COMPANIES INC 2%19,745 839,533
Pinnacle Wealth Planning Services, Inc. bought16,344 16,344 AVIVA PLC 3%19,607 627,543
HIGHLAND CAPITAL MANAGEMENT CORP bought16,213 16,213 Segment Wealth Management, LLC sold18,700 0
REILLY FINANCIAL ADVISORS, LLC 324%16,200 21,200 Gryphon Financial Partners LLC 61%18,648 12,078
ROYAL BANK OF CANADA 0%16,040 3,554,038 NATIONS FINANCIAL GROUP INC, /IA/ /ADV sold18,518 0
Founders Financial Alliance, LLC bought15,824 15,824 Evercore Wealth Management, LLC sold17,870 0
Vista Private Wealth Partners. LLC bought15,649 15,649 Eudaimonia Partners, LLC 62%17,839 10,838
Ethic Inc. bought15,415 15,415 PERSONAL CFO SOLUTIONS, LLC sold17,799 0
Fisher Asset Management, LLC(Kenneth L. Fisher) bought15,410 15,410 KBC Group NV 4%17,728 394,689
CWM, LLC 83%15,346 33,824 Lido Advisors, LLC sold17,500 0
S.A.C. Capital Advisors (Hong Kong) Ltd. bought15,301 15,301 CANADA PENSION PLAN INVESTMENT BOARD 5%17,277 360,111
Sullivan, Bruyette, Speros & Blaney, Inc. bought15,290 15,290 CLS INVESTMENT FIRM, LLC sold17,277 0
COMMERCE BANK N A/MO 20%15,163 89,732 CADENCE CAPITAL MANAGEMENT LLC 1%17,243 1,319,565
TEXAS PERMANENT SCHOOL FUND 4%14,808 357,522 OLD NATIONAL BANCORP /IN/ sold17,077 0
NAPLES GLOBAL ADVISORS, LLC 115%14,675 27,425 Redpoint Investment Management Pty Ltd 4%16,670 367,933
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1%14,405 1,072,645 BECK MACK & OLIVER LLC 16%16,650 84,525
Illinois Municipal Retirement Fund 18%14,370 95,120 Veritable, L.P. 15%16,446 95,829
Carnegie Capital Asset Management, LLC 11%14,351 150,371 Rampart Investment Management Company, LLC sold16,102 0
STATE TREASURER STATE OF MICHIGAN 3%14,300 511,036 Sciencast Management LP 37%15,811 27,009
BAXTER BROS INC 17%14,200 98,001 LINCOLN NATIONAL CORP sold15,531 0
Streettalk Advisors, LLC 31%14,054 59,629 MetLife Investment Advisors, LLC 2%15,100 767,383
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 4%14,000 335,942 HOEY INVESTMENTS, INC 19%14,959 65,292
Mutual Advisors, LLC 24%13,919 71,023 SNOW CAPITAL MANAGEMENT LP (Richard Snow) sold14,890 0
Westover Capital Advisors, LLC bought13,766 13,766 TBH Global Asset Management, LLC sold14,810 0
MAINSTAY CAPITAL MANAGEMENT LLC /ADV bought13,489 13,489 DUNCKER STREETT & CO INC 13%14,723 100,121
Sippican Capital Adivsors bought13,455 13,455 BP PLC 8%14,700 179,300
Pathstone Family Office, LLC 9,458%13,431 13,573 NTV ASSET MANAGEMENT LLC sold14,655 0
Financial Network 13%13,165 117,473 Alaska Retirement Management Board 3%14,506 470,096
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC bought13,130 13,130 Kingfisher Capital LLC sold14,471 0
SNS Financial Group, LLC bought13,122 13,122 Alpine Partners VI, LLC sold14,354 0
Birch Capital Management, LLC 92%13,039 27,154 PUTNAM INVESTMENTS LLC 1%14,225 2,236,794
PFS INVESTMENTS INC. 9%13,028 156,444 Krasney Financial LLC 9%13,833 133,462
Athanor Capital, LP bought12,551 12,551 Moloney Securities Asset Management, LLC sold13,546 0
WELCH & FORBES LLC bought12,032 12,032 Pineno Levin & Ford Asset Management, Inc. 9%13,450 130,830
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11%11,992 117,772 Global Retirement Partners, LLC 80%13,357 3,257
Acorn Wealth Advisors, LLC bought11,953 11,953 1ST SOURCE BANK sold13,181 0
Meridian Wealth Management, LLC 17%11,943 81,917 ELEMENT CAPITAL MANAGEMENT LLC sold12,887 0
Fortis Capital Management LLC bought11,747 11,747 RAYMOND JAMES TRUST CO 15%12,734 70,301
VAN ECK ASSOCIATES CORP 4%11,438 281,704 Western Wealth Management, LLC sold12,625 0
MANA Advisors LLC bought11,228 11,228 THRIVENT FINANCIAL FOR LUTHERANS 6%12,549 187,288
Sargent Investment Group, LLC bought11,216 11,216 Financial Advocates Investment Management sold12,387 0
Shorepoint Capital Partners LLC 13%10,880 91,829 HENDERSON GROUP PLC 2%12,130 656,625
Verition Fund Managegment LLC bought10,774 10,774 FIL Ltd 5%11,998 224,981
Americana Partners, LLC 3%10,506 343,299 METROPOLITAN LIFE INSURANCE CO/NY 4%11,527 265,728
Fortis Group Advisors, LLC bought10,311 10,311 MDAM Asset Management Co., Ltd. 18%11,520 54,163
Goss Wealth Management LLC 28%10,257 47,493 tru Independence LLC 72%11,332 4,387
CWA Asset Management Group, LLC bought10,032 10,032 Sabal Trust CO sold11,323 0
Defender Capital, LLC. bought10,000 10,000 Prospera Financial Services 35%11,315 20,561
Redwood Investment Management, LLC 27%9,752 46,424 Cornerstone Wealth Management, LLC sold11,285 0
Motley Fool Asset Management LLC 23%9,684 51,042 Sowell Financial Services LLC 18%11,204 51,296
Arkfeld Wealth Strategies, L.L.C. 23%9,515 51,768 BOYD WATTERSON ASSET MANAGEMENT LLC/OH sold11,038 0
BENEDICT FINANCIAL ADVISORS INC 13%9,460 79,586 SHEETS SMITH & ASSOCIATES INC 28%11,027 28,735
IndexIQ Advisors LLC 83%9,227 20,333 MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 4%10,980 253,057
Gilman Hill Asset Management, LLC 12%8,945 83,267 Personal Capital Advisors Corp 0%10,864 2,529,583
Visionary Wealth Advisors 14%8,942 71,118 Cutter & CO Brokerage, Inc. 3%10,780 299,433
PITCAIRN CO 59%8,665 23,474 Integrated Advisors Network LLC sold10,733 0
MERIDIAN MANAGEMENT CO 5%8,545 196,749 LOOMIS SAYLES & CO L P 21%10,619 41,020
USCA RIA LLC 2%8,450 549,065 Arvest Trust Co sold10,577 0
Sheaff Brock Investment Advisors, LLC 35%8,435 32,544 WOODSTOCK CORP sold10,574 0
MANUFACTURERES LIFE INSURANCE CO 2%8,094 401,804 AVENIR CORP 6%10,540 176,233
Jacobi Capital Management LLC 6,113%7,641 7,766 WOLVERINE ASSET MANAGEMENT LLC sold10,441 0
Norinchukin Bank, The 5%7,409 168,468 Ausdal Financial Partners, Inc. sold10,385 0
DAVENPORT & CO LLC 3%7,350 277,744 MAVERICK CAPITAL LTD (Lee Ainslie) 65%10,383 5,502
SYNOVUS FINANCIAL CORP 21%7,293 41,815 Brown Advisory Securities, LLC sold10,373 0
ALLSTATE CORP 21%7,289 41,826 Institute for Wealth Management, LLC. sold10,296 0
Multi-Financial Securities Corp 19%7,176 44,348 Country Club Trust Company, n.a. sold10,265 0
Strategic Wealth Partners, Ltd. 20%7,151 43,175 NOMURA ASSET MANAGEMENT CO LTD 3%10,228 376,723
Equitable Holdings, Inc. 26%7,041 33,908 Clarius Group, LLC sold10,032 0
Compagnie Lombard, Odier SCA 226%7,000 10,103 Endurance Wealth Management, Inc. 1%10,013 1,386,472
Hexagon Capital Partners LLC bought6,930 6,930 WASHINGTON TRUST BANK 5%9,744 195,115
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 14%6,875 55,815 BLB&B Advisors, LLC 18%9,739 44,651
NWAM LLC 41%6,866 23,771 FRANKLIN STREET ADVISORS INC /NC 16%9,690 51,186
Advisory Services Network, LLC 4%6,864 161,095 PROFUND ADVISORS LLC 12%9,555 73,112
FIRST MERCANTILE TRUST CO 14%6,769 53,610 B & T Capital Management DBA Alpha Capital Management 6%9,518 139,216
Nan Shan Life Insurance Co., Ltd. 0%6,436 3,661,905 Rare Infrastructure Ltd sold9,418 0
HOURGLASS CAPITAL, LLC 2%6,380 270,482 Ronna Sue Cohen 5%9,259 161,059
TOBAM bought6,190 6,190 STIFEL FINANCIAL CORP 94%8,596 505
M&T BANK CORP 4%6,099 151,211 Chesapeake Wealth Management 19%8,468 36,071
KARPAS STRATEGIES LLC 4%6,000 167,685 Private Advisor Group, LLC 11%8,443 69,430
ROPES WEALTH ADVISORS LLC 27%5,875 27,362 1776 Wealth LLC sold8,430 0
Boyer & Corporon Wealth Management, LLC 3%5,838 195,269 Connor, Clark & Lunn Investment Management Ltd. 2%8,413 416,851
Virtus ETF Advisers LLC 8%5,768 79,755 Parkside Financial Bank & Trust 26%8,381 23,501
NORTHERN OAK CAPITAL MANAGEMENT INC 32%5,600 23,313 SIGNATUREFD, LLC 29%8,367 20,733
CWM Advisors, LLC 22%5,480 29,916 Swift Run Capital Management, LLC 9%8,210 79,919
Kentucky Retirement Systems 5%5,317 113,591 KING LUTHER CAPITAL MANAGEMENT CORP 18%8,190 38,483
USS Investment Management Ltd 2%5,308 355,627 TDAM USA INC. 18%8,000 36,683
Lee Financial CORP 7%5,305 80,876 HYMAN CHARLES D 9%7,834 82,363
TERRIL BROTHERS, INC. 37%5,167 19,125 TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 16%7,795 40,871
Versant Capital Management, Inc 684%5,093 5,838 Gulf International Bank (UK) Ltd 2%7,531 480,088
Nelson, Van Denburg & Campbell Wealth Management Group, LLC bought4,998 4,998 HARTFORD INVESTMENT MANAGEMENT CO 3%7,352 203,775
Fort Sheridan Advisors LLC 23%4,973 27,052 Moors & Cabot, Inc. 5%7,339 137,787
DIMENSION CAPITAL MANAGEMENT PARTNERS bought4,740 4,740 McGowan Group Asset Management, Inc. 1%7,328 836,966
Sunbelt Securities, Inc. 3%4,732 140,367 Knuff & Co LLC 44%7,300 9,165
Chicago Partners Investment Group LLC 1%4,659 897,459 EATON VANCE MANAGEMENT 5%7,175 125,722
FinTrust Capital Advisors, LLC bought4,652 4,652 NEXT Financial Group, Inc 49%7,155 7,541
BEACON FINANCIAL GROUP 12%4,529 41,972 Capital Asset Advisory Services LLC 26%7,144 20,287
SPRINGBOK CAPITAL MANAGEMENT, LLC bought4,527 4,527 QS Investors, LLC 2%7,041 297,016
Candriam Luxembourg S.C.A. 1%4,457 542,169 Principle Wealth Partners LLC sold6,955 0
FOSTER & MOTLEY INC 2%4,436 213,926 State of Tennessee, Treasury Department 2%6,800 393,077
Oscan Associates Inc. 4%4,390 123,019 WHITTIER TRUST CO 1%6,682 490,571
TFG Advisers LLC 9%4,331 52,967 Stonebridge Capital Advisors LLC 2%6,622 361,437
SL ADVISORS, LLC 7%4,253 61,240 WETHERBY ASSET MANAGEMENT INC 29%6,372 15,770
HOERTKORN RICHARD CHARLES 1%4,225 395,305 SECURITY NATIONAL TRUST CO 32%6,370 13,405
Capital Investment Advisors, LLC 3%3,895 136,561 LAKE STREET FINANCIAL LLC 7%6,313 81,182
HighPoint Advisor Group LLC 10%3,888 44,254 Pflug Koory, LLC 98%6,140 100
Valeo Financial Advisors, LLC 19%3,802 23,969 GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 4%5,950 143,835
BENJAMIN F. EDWARDS & COMPANY, INC. 26%3,708 18,035 ACADIAN ASSET MANAGEMENT LLC 100%5,813 17
ROTHSCHILD INVESTMENT CORP /IL 7%3,691 56,276 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 60%5,807 3,918
HPM Partners LLC 31%3,661 15,559 MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH sold5,786 0
Iron Horse Wealth Management, LLC bought3,628 3,628 6 Meridian 4%5,733 152,770
TOCQUEVILLE ASSET MANAGEMENT LP 1%3,624 279,525 STEPHENS INC /AR/ 2%5,697 295,897
GRT CAPITAL PARTNERS LLC 14%3,600 28,926 HOWE & RUSLING INC sold5,667 0
FARMERS & MERCHANTS INVESTMENTS INC 219%3,535 5,150 Granite Investment Advisors, Inc. 18%5,585 25,460
Teza Capital Management LLC 21%3,513 20,040 BRONFMAN E.L. ROTHSCHILD, L.P. 14%5,574 33,737
CIBC Global Asset Management Inc 2%3,409 183,561 BNP Paribas Investment Partners S.A. 3%5,526 173,015
TAYLOR INVESTMENT COUNSELORS LLC 2%3,310 193,040 GREENLEAF TRUST 12%5,506 40,667
CRAWFORD INVESTMENT COUNSEL INC 1%3,251 312,118 NOVARE CAPITAL MANAGEMENT LLC 7%5,400 76,529
Kentucky Retirement Systems Insurance Trust Fund 7%3,217 51,051 Coastline Trust CO 21%5,385 19,956
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 27%3,186 14,886 PROEQUITIES, INC. 25%5,325 15,892
Treasurer of the State of North Carolina 0%3,130 845,649 ELCO Management Co., LLC 10%5,295 49,673
DOWLING & YAHNKE INC 10%2,985 33,138 Burns Wealth Management, Inc. 20%5,257 21,512
Price Wealth Management, Inc. 497%2,973 3,571 CULLEN FROST BANKERS INC 4%5,210 130,152
CAROLINAS WEALTH CONSULTING LLC 3,339%2,905 2,992 SHELL ASSET MANAGEMENT CO 9%5,174 52,018
FOUNDERS FINANCIAL SECURITIES LLC 17%2,853 19,756 CINCINNATI INSURANCE CO 10%5,120 47,303
MONETARY MANAGEMENT GROUP INC 7%2,800 42,150 Ilmarinen Mutual Pension Insurance Co 2%5,000 217,171
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2%2,782 128,333 MCRAE CAPITAL MANAGEMENT INC 1%4,989 457,136
LS Investment Advisors, LLC 5%2,658 59,397 Rosenberg Matthew Hamilton 75%4,953 1,687
MATHER GROUP, INC. 24%2,647 13,458 ASSOCIATED BANC-CORP 6%4,768 81,438
Bollard Group LLC 0%2,581 590,162 Keebeck Wealth Management, LLC sold4,730 0
Utah Retirement Systems 1%2,500 373,161 Argent Trust Co 12%4,702 36,060
HUNTINGTON NATIONAL BANK 58%2,284 6,189 Nachman Norwood & Parrott, Inc sold4,601 0
Carroll Financial Associates, Inc. 13%2,282 20,477 Abbot Financial Management, Inc. 8%4,526 50,366
Csenge Advisory Group 22%2,231 12,433 DELTA FINANCIAL ADVISORS LLC 6%4,479 69,572
Golden State Wealth Management, LLC bought2,176 2,176 BP WEALTH MANAGEMENT, LLC 16%4,323 22,005
CHIRON CAPITAL MANAGEMENT, LLC bought2,062 2,062 MONETA GROUP INVESTMENT ADVISORS INC 11%4,292 35,523
Pacific Center for Financial Services 14%2,023 16,361 JEFFERIES GROUP INC /DE/ 2%4,284 184,611
Zions Bancorporation, N.A. 21%1,987 11,273 MASON STREET ADVISORS LLC 2%4,248 273,411
Evolution Wealth Advisors, LLC bought1,892 1,892 Sigma Planning Corp 5%4,138 81,993
BOSTON FAMILY OFFICE LLC 3%1,887 76,531 DEAN C H & ASSOCIATES INC 2%4,132 234,219
Keudell/Morrison Wealth Management 8%1,779 23,952 Sicart Associates LLC 22%4,100 14,950
Trinity Legacy Partners LLC 7%1,764 28,689 Pointe Capital Management LLC 11%4,052 34,364
Pacifica Partners Inc. 2%1,715 102,609 FEDERATED INVESTORS INC /PA/ 7%4,046 55,467
ROYAL LONDON ASSET MANAGEMENT LTD 0%1,687 1,207,891 Independent Advisor Alliance 11%4,018 33,571
Highland Private Wealth Management 83%1,513 3,331 Lindbrook Capital, LLC 64%4,006 2,287
PICTET ASSET MANAGEMENT LTD 0%1,506 1,053,492 Reitz Capital Advisors LLC sold3,995 0
Migdal Insurance & Financial Holdings Ltd. 27%1,503 7,018 Menard Financial Group LLC 22%3,959 14,165
Spence Asset Management 150%1,500 2,500 GABELLI FUNDS LLC 0%3,900 1,117,690
Massey, Quick & Co., LLC 83%1,480 3,256 Janney Montgomery Scott LLC 0%3,831 1,056,459
VISTA INVESTMENT MANAGEMENT 9%1,479 17,725 Campbell & CO Investment Adviser LLC 23%3,766 12,685
GREEN SQUARE CAPITAL MANAGEMENT LLC 4%1,478 34,908 Neuberger Berman Group LLC 4%3,755 96,661
Steigerwald, Gordon & Koch Inc. 1%1,456 150,840 Tortoise Investment Management, LLC 21%3,746 14,018
Rock Creek Group, LP 28%1,451 6,689 BRANDYWINE OAK PRIVATE WEALTH LLC 24%3,638 11,714
Weaver Consulting Group 89%1,400 2,973 Altium Wealth Management LLC 14%3,626 22,121
HHM Wealth Advisors, LLC 1,373%1,400 1,502 Vestmark Advisory Solutions, Inc. 3%3,542 108,348
WHITTIER TRUST CO OF NEVADA INC 1%1,383 166,876 Inscription Capital, LLC 3%3,470 120,745
FIFTH THIRD BANCORP 2%1,348 79,823 CHARTER RESEARCH & INVESTMENT GROUP, INC. 10%3,416 31,985
Gilbert & Cook, Inc. 9%1,342 16,908 WASHINGTON TRUST CO 1%3,324 401,804
Dorsey & Whitney Trust CO LLC 8%1,232 17,133 AdvisorNet Financial, Inc 25%3,296 9,898
Quad-Cities Investment Group, LLC 5%1,181 27,355 Probity Advisors, Inc. 10%3,204 29,818
Edge Wealth Management LLC 227%1,135 1,635 Advisors Capital Management, LLC 0%3,174 2,181,637
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7%1,100 17,290 Checchi Capital Advisers, LLC 22%3,074 10,680
PACES FERRY WEALTH ADVISORS, LLC bought1,088 1,088 Baugh & Associates, LLC 2%3,031 184,836
Wealth Alliance Advisory Group, LLC 7%1,078 15,554 DEARBORN PARTNERS LLC 7%3,025 39,345
TOKIO MARINE ASSET MANAGEMENT CO LTD 3%1,033 40,670 Regent Investment Management LLC 4%3,025 70,000
TD Capital Management LLC 769%1,000 1,130 Fortis Advisors, LLC sold3,000 0
CONNING Asset Management Co. 2%906 52,643 CULLINAN ASSOCIATES INC 17%2,947 14,500
CENTERSQUARE INVESTMENT MANAGEMENT LLC 22%860 4,790 FLAGSHIP HARBOR ADVISORS, LLC 60%2,911 1,967
SEEYOND 2%837 45,600 Freestone Capital Holdings, LLC 8%2,840 32,500
World Asset Management Inc 1%829 77,552 BRAUN STACEY ASSOCIATES INC 0%2,710 812,333
HoyleCohen, LLC 0%825 317,155 PINNACLE ASSOCIATES LTD 3%2,676 74,061
Litman Gregory Asset Management LLC bought763 763 ASAHI LIFE ASSET MANAGEMENT CO., LTD. 10%2,660 23,120
Corient Capital Partners, LLC bought747 747 Maryland Capital Management, LLC 62%2,600 1,575
Efficient Wealth Management LLC 1%731 103,561 FIRST INTERSTATE BANK 19%2,590 10,939
Asset Dedication, LLC 179%707 1,102 HUTNER CAPITAL MANAGEMENT INC 10%2,584 24,577
MOODY NATIONAL BANK TRUST DIVISION 1%705 95,973 RMR Wealth Builders sold2,532 0
Sontag Advisory, LLC 5%693 14,352 Petrus Trust Company, LTA 13%2,484 16,908
Lantz Financial LLC 1%690 72,570 Berkeley Capital Partners, LLC 5%2,462 47,207
Arkadios Wealth Advisors 55%689 1,949 Private Capital Group, LLC 21%2,407 9,112
FIRST HORIZON NATIONAL CORP bought670 670 Aull & Monroe Investment Management Corp 6%2,383 40,062
STATE BANK & TRUST 4%657 16,857 OPTIMUM INVESTMENT ADVISORS 73%2,324 877
Sound View Wealth Advisors Group, LLC 1%634 67,209 SUMITOMO LIFE INSURANCE CO 4%2,144 51,443
Integrated Wealth Concepts LLC 3%610 20,620 MERCER GLOBAL ADVISORS INC /ADV 4%2,061 51,135
TOTH FINANCIAL ADVISORY CORP bought600 600 PINNACLE FINANCIAL PARTNERS INC 3%2,055 63,392
Horan Capital Advisors, LLC. bought585 585 LIBERTY WEALTH MANAGEMENT LLC 69%2,052 943
Buckingham Asset Management, LLC 6%573 10,874 PATTEN & PATTEN INC/TN 9%2,000 20,286
CIGNA INVESTMENTS INC /NEW 1%573 63,164 AlphaMark Advisors, LLC 49%2,000 2,050
Glassman Wealth Services 52%571 1,678 OSSIAM 85%1,979 341
Berman Capital Advisors, LLC 39%556 1,969 ROMAN BUTLER FULLERTON & CO 4%1,920 49,713
HC FINANCIAL ADVISORS INC bought545 545 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 15%1,914 10,608
Samalin Investment Counsel, LLC bought541 541 Ridgewood Investments LLC 5%1,905 37,581
Global Trust Asset Management, LLC 1%515 52,771 LATHROP INVESTMENT MANAGEMENT CORP 0%1,715 570,291
Frontier Wealth Management LLC 5%507 11,007 Manchester Capital Management LLC sold1,669 0
Trust Investment Advisors 1%488 42,442 Winslow, Evans & Crocker, Inc. 7%1,638 20,632
M&G INVESTMENT MANAGEMENT LTD 5%472 10,734 Creegan & Nassoura Financial Group, LLC 9%1,625 16,096
CSat Investment Advisory, L.P. 56%461 1,285 COMERICA SECURITIES,INC. 5%1,576 30,628
EP Wealth Advisors, Inc. 2%445 19,855 IHT Wealth Management, LLC 6%1,560 22,585
Retirement Network 28%400 1,826 Joseph P. Lucia & Associates, LLC sold1,550 0
BNC WEALTH MANAGEMENT, LLC bought400 400 OLD POINT TRUST & FINANCIAL SERVICES N A 1%1,548 215,850
Cetera Investment Advisers 3%397 14,475 CITIZENS FINANCIAL GROUP INC/RI sold1,544 0
Ellis Investment Partners, LLC 2%383 21,372 COLONY GROUP LLC 12%1,490 10,829
PIN OAK INVESTMENT ADVISORS INC 8%374 5,039 HM PAYSON & CO sold1,473 0
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 2%361 23,691 Voit & Company, LLC 2%1,466 64,441
RFG Advisory Group, LLC 3%358 13,635 FFCM LLC 6%1,449 20,876
Good Life Advisors, LLC 3%306 11,056 AYRSHIRE ASSOCIATES INC 3%1,437 45,772
SMITHBRIDGE ASSET MANAGEMENT INC/DE 1%301 52,434 Azimuth Capital Management LLC 1%1,425 172,996
Fernwood Investment Management, LLC 2%300 13,476 CAMDEN NATIONAL BANK 0%1,420 373,676
ELKHORN PARTNERS LIMITED PARTNERSHIP 33%300 1,200 Old Port Advisors 6%1,393 22,069
PEOPLES FINANCIAL SERVICES CORP. bought293 293 Managers Investment Group LLC 3%1,308 38,648
Orion Portfolio Solutions, LLC 1%290 25,987 Investors Research Corp sold1,215 0
First Bank & Trust 5%268 5,602 Cresset Asset Management, LLC 8%1,143 12,871
Provident Wealth Management, LLC bought259 259 Stonebridge Financial Planning Group, LLC 66%1,115 573
Pettinga Financial Advisors, LLC 2%250 12,000 EARNEST PARTNERS LLC sold1,107 0
Planned Solutions, Inc. bought250 250 Apollon Wealth Management, LLC sold1,085 0
Column Capital Advisors, LLC 100%200 400 Hartland & Co., LLC 28%1,079 2,762
Wellington Shields & Co., LLC 0%200 113,345 Dynamic Advisors Solutions LLC 3%1,068 30,417
Optimal Asset Management, Inc. 2%200 11,400 TORONTO DOMINION BANK sold999 0
Aspire Private Capital, LLC bought192 192 Mengis Capital Management, Inc. 9%994 10,267
Spears Abacus Advisors LLC 0%190 101,808 First Allied Advisory Services, Inc. 1%991 131,855
Ferris Capital, LLC 2%184 10,977 Financial Architects, Inc sold950 0
Claraphi Advisory Network, LLC 0%181 37,953 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0%939 381,287
CHILTON CAPITAL MANAGEMENT LLC 1%178 20,957 HOHIMER WEALTH MANAGEMENT, LLC 8%935 10,137
ALBERT D MASON INC 0%170 61,383 Callahan, Leighton & Co., LLC 0%906 644,882
GRAYBILL BARTZ & ASSOC LTD 0%105 214,700 Alexandria Capital, LLC 0%900 221,781
FINANCIAL COUNSELORS INC 1%99 12,073 UNIONBANCAL CORP 17%856 4,298
ASPIRIANT, LLC 0%86 25,483 Advisors Asset Management, Inc. 1%855 140,263
Shulman DeMeo Asset Management LLC 0%65 17,434 QUADRANT CAPITAL GROUP LLC 9%844 8,350
Financial Management Professionals, Inc. 2%63 2,821 TRUST CO OF VERMONT 45%829 1,014
Atlas Private Wealth Management 1%62 8,073 Steel Peak Wealth Management LLC 2%764 34,192
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA bought50 50 Requisite Capital Management, LLC 1%756 60,393
G&S Capital LLC 0%44 10,879 HARBOR INVESTMENT ADVISORY, LLC 29%740 1,790
Plancorp, LLC 0%41 14,888 HUNTINGTON ASSET ADVISORS, INC. 43%716 938
FIRST MANHATTAN CO 0%40 11,931 OLD SECOND NATIONAL BANK OF AURORA 32%700 1,500
Cordasco Financial Network 2%32 1,767 HANCOCK HOLDING CO 6%683 11,318
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0%31 14,965 TCI Wealth Advisors, Inc. 57%680 522
ProVise Management Group, LLC 0%24 13,350 Court Place Advisors, LLC 2%658 29,893
Tradewinds Capital Management, LLC 1%21 3,190 Pacitti Group Inc. 1%654 46,314
Amerivest Investment Management LLC 4%20 530 North Star Investment Management Corp. 4%618 15,918
CREATIVE FINANCIAL DESIGNS INC /ADV 1%19 1,466 BOENNING & SCATTERGOOD, INC. 3%617 18,897
EVERETT HARRIS & CO /CA/ 0%18 198,161 OGOREK ANTHONY JOSEPH /NY/ /ADV sold610 0
JFS WEALTH ADVISORS, LLC 2%17 1,018 GATEWAY INVESTMENT ADVISERS LLC 5%606 10,964
Focused Wealth Management, Inc 1%10 1,136 Sandy Spring Bank 17%599 3,018
JOHNSON INVESTMENT COUNSEL INC 0%9 11,975 SMITHFIELD TRUST CO 10%570 5,111
Plante Moran Financial Advisors Ltd Partnership 0%8 1,919 Barnett & Company, Inc. 7%556 7,290
Hudock Moyer Wealth Resources, LLC 0%7 2,740 CITY HOLDING CO 39%548 869
HYA Advisors, Inc 0%6 97,558 SeaCrest Wealth Management, LLC 3%547 19,408
9258 Wealth Management, LLC 0%5 17,134 M&R CAPITAL MANAGEMENT INC sold500 0
TSFG, LLC 0%5 1,457 BANK OF STOCKTON 4%500 12,875
Capital Advisory Group Advisory Services, LLC 10%4 45 LONDON CO OF VIRGINIA 2%480 28,406
American Research & Management Co. 0%4 11,384 BerganKDV Wealth Management, LLC 81%473 114
Coastal Capital Group, Inc. 2%2 119 Kovack Advisors, Inc. 4%464 10,533
Legacy Wealth Planning, LLC 0%2 11,876 CX Institutional 13%450 2,991
Prime Capital Investment Advisors, LLC 0%1 566 MASSMUTUAL TRUST CO FSB/ADV sold445 0
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC sold445 0
PRIVATE ASSET MANAGEMENT INC 0%442 109,838
S.A. Mason LLC 27%438 1,179
Community Bank, N.A. 67%434 212
Stratos Wealth Partners, LTD. 2%431 24,089
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1%427 36,383
We Are One Seven, LLC 4%425 11,284
Covenant Multifamily Offices, LLC 0%416 88,693
Edgemoor Capital Management, Inc. 0%409 249,750
TRUSTCORE FINANCIAL SERVICES, LLC 15%400 2,203
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2%375 20,255
Evanson Asset Management, LLC 1%348 36,908
Voya Financial Advisors, Inc. 2%347 15,738
Eqis Capital Management, Inc. 3%331 11,586
Essex Financial Services, Inc. 3%325 11,833
Balentine LLC sold324 0
CWS Financial Advisors, LLC 1%318 32,511
Armor Investment Advisors, LLC 2%306 15,909
Stockman Asset Management 1%297 23,528
ENTERPRISE FINANCIAL SERVICES CORP 23%296 1,000
Sugarloaf Wealth Management, LLC 6%295 4,817
Rockbridge Investment Management, LCC 15%279 1,635
Leisure Capital Management 1%277 34,844
PUTNAM FL INVESTMENT MANAGEMENT CO 1%276 28,657
BELLEVUE ASSET MANAGEMENT, LLC 19%271 1,131
Demars Financial Group, LLC sold261 0
SCHULHOFF & CO INC 1%255 16,907
Sound Income Strategies, LLC 23%248 811
SAGE FINANCIAL GROUP INC sold245 0
Banco Santander, S.A. 2%242 10,943
180 WEALTH ADVISORS, LLC 1%241 19,750
National Asset Management, Inc. 26%239 670
GABLES CAPITAL MANAGEMENT INC. 1%219 19,383
Grandfield & Dodd, LLC 2%215 13,600
Laffer Investments 1%213 16,401
ADVISORS MANAGEMENT GROUP INC /ADV 0%194 46,200
Head & Associates, LLC 0%187 79,402
BANK OF THE WEST 1%178 30,688
FIRST HAWAIIAN BANK 0%160 53,610
EVOKE WEALTH, LLC 32%156 337
Ellevest, Inc. 25%153 455
Mercer Capital Advisers, Inc. 7%150 2,003
Patriot Investment Management Inc. sold142 0
PACIFIC FINANCIAL GROUP INC sold140 0
Narwhal Capital Management 0%138 71,550
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC sold133 0
Strategic Blueprint, LLC 1%124 21,657
Braun-Bostich & Associates Inc. sold124 0
McIlrath & Eck, LLC 4%121 2,824
JJJ Advisors Inc. 29%120 296
Professional Financial Advisors, LLC 8%112 1,343
HBC Financial Services, PLLC sold100 0
Quadrant Private Wealth Management, LLC 1%100 11,618
Costello Asset Management, INC 35%98 180
TRUE Private Wealth Advisors 2%97 4,997
BROWN BROTHERS HARRIMAN & CO 1%75 5,887
AMERICAN NATIONAL BANK sold74 0
McMahon Financial Advisors, LLC sold67 0
MCF Advisors LLC 11%59 500
WEDBUSH MORGAN SECURITIES INC 0%58 61,295
Deane Retirement Strategies, Inc. 0%47 133,357
Filbrandt Wealth Management, LLC sold40 0
Prestige Wealth Management Group LLC 3%35 1,092
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 0%25 8,447
Tarbox Group, Inc. 1%24 1,590
Larson Financial Group LLC 2%20 1,135
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 0%6 17,481
Transamerica Financial Advisors, Inc. sold1 0
KEMPNER CAPITAL MANAGEMENT INC. no change 28,200
Dai-Ichi Life Insurance Company, Ltd no change 165,574
LeJeune Puetz Investment Counsel LLC no change 15,787
Abacus Planning Group, Inc. no change 111,100
INDEPENDENT INVESTORS INC no change 100,166
AMERICAN NATIONAL INSURANCE CO /TX/ no change 88,957
Dalton Investments LLC no change 95,992
Richard Bernstein Advisors LLC no change 87,187
CAMG Solamere Management, LLC no change 82,185
CREDIT AGRICOLE S A no change 19,798
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC no change 140,098
Concept Capital Markets, LLC no change 16,180
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM no change 2,621,149
National Pension Service no change 2,947,339
OMERS ADMINISTRATION CORP no change 1,237,404
Essex Equity Capital Management, LLC no change 1,097,040
Patriot Financial Group Insurance Agency, LLC no change 1,447
PAMET CAPITAL MANAGEMENT, LP no change 12,476,200
Billeaud Capital Management, Inc. no change 81,000
Bogart Wealth, LLC no change 638
Pinnacle Bank no change 219
First PREMIER Bank no change 1,000
Enterprise Trust & Investment Co no change 103
Vigilant Capital Management, LLC no change 2,000
Quaker Capital Investments, LLC no change 968,715
VIKING FUND MANAGEMENT LLC no change 280,000
Catalyst Capital Advisors LLC no change 305,940
Legacy Advisors, LLC no change 15,061
Charles Schwab Trust Co no change 25,562
Adams Asset Advisors, LLC no change 210,893
UMB BANK N A/MO no change 404,605
Harbor Advisors LLC no change 18,500
Gradient Investments LLC no change 4,249
EDMOND DE ROTHSCHILD HOLDING S.A. no change 1,365
LSV ASSET MANAGEMENT no change 455,946
Robertson Opportunity Capital, LLC no change 443,500
Caption Management, LLC no change 200,000
Cranbrook Wealth Management, LLC no change 484
Riverview Trust Co no change 3,963
TCTC Holdings, LLC no change 3,900
Lenox Wealth Advisors, Inc. no change 3,560
MBM Wealth Consultants, LLC no change 4,000
Oakworth Capital, Inc. no change 5,141
FIRST QUADRANT L P/CA no change 5,732
CFM WEALTH PARTNERS LLC no change 34,508
Laurel Wealth Advisors LLC no change 5,202
Your Advocates Ltd., LLP no change 3,000
Silvant Capital Management LLC no change 2,852
WATERS PARKERSON & CO INC no change 21,757
ARCADIA INVESTMENT MANAGEMENT CORP/MI no change 2,000
AllSquare Wealth Management LLC no change 2,000
Blankinship & Foster, LLC no change 37,302
NJ State Employees Deferred Compensation Plan no change 37,265
MOTCO no change 2,784
Truepoint, Inc. no change 23,234
Capstone Financial Group, Inc. no change 6,158
CCM PARTNERS no change 13,749
FIRST NATIONAL BANK OF OMAHA no change 11,156
CAPITAL ONE FINANCIAL CORP no change 11,002
Hilton Capital Management, LLC no change 10,765
Crossvault Capital Management LLC no change 26,600
NORTH POINT PORTFOLIO MANAGERS CORP/OH no change 12,356
CANNELL PETER B & CO INC no change 24,893
FUKOKU MUTUAL LIFE INSURANCE Co no change 12,500
RGT Capital Management, Ltd. no change 10,715
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV no change 10,635
Summit Investment Advisors, Inc. no change 30,825
Cito Capital Group, LLC no change 32,000
Supplemental Annuity Collective Trust of NJ no change 32,000
Lombard Odier Asset Management (Europe) Ltd no change 23,587
Ancora Advisors, LLC no change 10,304
Old North State Trust, LLC no change 30,793
American National Registered Investment Advisor, Inc. no change 10,377
PROFFITT & GOODSON INC no change 1,824
PARK CIRCLE Co no change 1,800
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 400
TELEMUS CAPITAL, LLC no change 52,265
Ironwood Wealth Management, llc no change 308
First National Bank of South Miami no change 475
First Command Financial Services, Inc. no change 516
JNBA Financial Advisors no change 630
Private Portfolio Partners LLC no change 15,698
Rocky Mountain Advisers, LLC no change 534
CNB Bank no change 300
Bedel Financial Consulting, Inc. no change 295
USA Financial Portformulas Corp no change 19
National Mutual Insurance Federation of Agricultural Cooperatives no change 65,000
Levin Easterly Partners LLC no change 66,982
ARROW FINANCIAL CORP no change 50
Capital Advisors, Ltd. LLC no change 76
Atlas Private Wealth Advisors no change 245
Moisand Fitzgerald Tamayo, LLC no change 116
Stelac Advisory Services LLC no change 51,783
Dougherty Wealth Advisers LLC no change 800
Johnson Financial Group, Inc. no change 1,537
ONTARIO TEACHERS PENSION PLAN BOARD no change 43,545
MERIDIAN INVESTMENT COUNSEL INC. no change 21,184
Capital Analysts, Inc. no change 1,660
DELTA ASSET MANAGEMENT LLC/TN no change 1,685
Firestone Capital Management no change 1,750
Keeley-Teton Advisors, LLC no change 41,538
Carmichael Hill & Associates, Inc. no change 1,162
Hanson McClain, Inc. no change 1,124
AIA Investment Management Private Ltd no change 919
MPS Loria Financial Planners, LLC no change 804
SRS Capital Advisors, Inc. no change 800
Sequent Asset Management, LLC no change 18,086
Heronetta Management, L.P. no change 44,400
HORIZON BANCORP /IN/ no change 1,100
THOMPSON SIEGEL & WALMSLEY LLC no change 1,027
THOMAS WHITE INTERNATIONAL LTD no change 15,746
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