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STOCK TICKER:
Royal Bank of Canada   (ticker: RY)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 516,460,101
Previous Holdings: 489,891,806
Change: 5.42%
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)
GREAT WEST LIFE ASSURANCE CO /CAN/ bought12,991,158 12,991,158 MANUFACTURERES LIFE INSURANCE CO sold10,118,136 0
FMR LLC 96%5,179,570 10,582,266 BANK OF MONTREAL /CAN/ 5%3,465,424 64,629,265
BANK OF AMERICA CORP /DE/ 33%3,232,343 12,967,362 CREDIT SUISSE/ 34%1,046,049 2,065,871
CIBC World Markets Inc. 10%2,358,444 24,960,744 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 6%960,000 14,640,000
FIL Ltd 7%1,958,336 29,240,055 PRUDENTIAL CORP PLC 99%730,564 5,477
STATE OF WISCONSIN INVESTMENT BOARD bought1,175,898 1,175,898 Sumitomo Mitsui Trust Holdings, Inc. 14%678,363 4,180,111
MORGAN STANLEY bought1,102,221 1,102,221 Connor, Clark & Lunn Investment Management Ltd. 4%541,240 11,781,320
TWO SIGMA INVESTMENTS LLC 865%935,797 1,044,017 Beutel, Goodman & CO Ltd. 3%475,357 14,372,269
CANADA PENSION PLAN INVESTMENT BOARD 16%892,816 6,547,816 ING INVESTMENT MANAGEMENT, INC. 24%406,950 1,276,353
REGIONS FINANCIAL CORP bought856,845 856,845 TD ASSET MANAGEMENT INC 1%400,121 30,345,972
MUFG SECURITIES (CANADA), LTD. bought757,944 757,944 Grantham, Mayo, Van Otterloo & Co. LLC 27%385,400 1,044,935
BT Investment Management Ltd bought720,269 720,269 AGF FUNDS INC 14%365,915 2,163,530
MACKENZIE FINANCIAL CORP 3%584,035 17,908,185 BANK OF NOVA SCOTIA / 2%364,638 23,615,062
Renaissance Technologies(Jim Simons) 354%525,100 673,394 ACADIAN ASSET MANAGEMENT LLC 47%336,158 378,585
LEGAL & GENERAL GROUP PLC 8%466,167 6,674,187 GLUSKIN SHEFF & ASSOC INC 50%332,176 332,938
DekaBank Deutsche Girozentrale bought429,030 429,030 LINCLUDEN MANAGEMENT LTD 23%317,358 1,064,589
Investment Management Corp of Ontario bought416,283 416,283 LETKO, BROSSEAU & ASSOCIATES INC 8%262,194 3,081,867
J P MORGAN CHASE & CO 8%361,343 4,767,217 OMERS ADMINISTRATION CORP 8%255,500 2,899,813
Goodman & Company, Investment Counsel Ltd. 2%360,626 15,976,372 CIBC Global Asset Management Inc 2%244,237 15,298,717
ALLIANCEBERNSTEIN L.P. 27%289,504 1,358,252 SCHRODER INVESTMENT MANAGEMENT GROUP sold205,541 0
CITADEL ADVISORS LLC (Kenneth C. Griffin) 37%277,360 1,026,584 FRANKLIN RESOURCES INC 5%202,318 3,883,668
Quadrature Capital Ltd 166%258,900 414,400 TWO SIGMA ADVISERS, LLC 51%183,926 173,974
DONALDSON CAPITAL MANAGEMENT, LLC bought252,903 252,903 GOLDMAN SACHS GROUP INC 12%163,305 1,230,473
D. E. Shaw & Co., INC. (David E. Shaw) 704%249,842 285,352 VOLORIDGE INVESTMENT MANAGEMENT, LLC 79%159,882 41,704
GUARDIAN CAPITAL LP 7%245,185 3,529,358 Invesco Ltd. 5%148,337 2,737,565
EAGLE ASSET MANAGEMENT INC bought236,050 236,050 JARISLOWSKY FRASER LTD 5%137,685 2,366,511
Polar Securities Inc. 30%175,000 750,000 BARCLAYS PLC 25%135,173 400,299
EdgePoint Investment Group Inc bought139,676 139,676 Twin Tree Management, LP 35%122,131 231,728
UBS Group AG 29%105,522 468,092 BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 2%109,812 4,534,075
GEODE CAPITAL MANAGEMENT LLC 4%103,567 2,653,200 WELLINGTON MANAGEMENT CO LLP 4%108,521 2,641,582
Ensign Peak Advisors, Inc 9%98,333 1,213,601 Capital Research Global Investors 3%107,752 3,350,300
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 3%96,800 3,229,762 APG All Pensions Group 10%107,525 1,019,558
SCOTIA CAPITAL INC. 1%90,734 7,051,085 FIRST TRUST ADVISORS LP 10%73,438 664,810
PARAMETRIC PORTFOLIO ASSOCIATES 18%90,145 590,612 QV Investors Inc. 8%72,358 837,358
K.J. Harrison & Partners Inc 62%77,850 203,815 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2%66,726 3,095,026
Pathstone Family Office, LLC 89%73,172 155,034 Willis Investment Counsel 35%62,100 114,100
Vontobel Holding Ltd. bought71,816 71,816 BI Asset Management Fondsmaeglerselskab A/S 13%60,647 395,479
M&G INVESTMENT MANAGEMENT LTD 9%67,904 800,664 Burgundy Asset Management Ltd. 5%57,760 1,113,118
Aperio Group, LLC 10%64,121 691,321 Skandinaviska Enskilda Banken AB (publ) 12%54,586 411,373
Neuberger Berman Group LLC 13%60,898 512,062 Cubist Systematic Strategies, LLC 53%54,580 47,587
MILLENNIUM MANAGEMENT LLC bought57,463 57,463 HENDERSON GROUP PLC 6%52,322 785,078
FIERA SCEPTRE INC. 1%52,551 4,835,912 Ilmarinen Mutual Pension Insurance Co 43%50,000 66,467
Waratah Capital Advisors Ltd. 132%51,051 89,662 Cardinal Capital Management, Inc. 4%47,698 1,271,525
M. Kulyk & Associates, LLC bought50,634 50,634 SHELL ASSET MANAGEMENT CO 30%47,492 112,807
NN Investment Partners Holdings N.V. 21%50,246 291,909 CITIGROUP INC 7%44,155 604,955
Quantbot Technologies LLC bought49,005 49,005 Zurcher Kantonalbank (Zurich Cantonalbank) 9%43,708 469,277
CHEMUNG CANAL TRUST CO 883%47,818 53,232 Bank of New York Mellon CORP 2%38,566 1,967,001
AlphaCrest Capital Management LLC 231%42,714 61,197 VAN ECK ASSOCIATES CORP 92%34,614 2,914
Tacita Capital Inc bought39,925 39,925 Scheer, Rowlett & Associates Investment Management Ltd. 3%34,340 1,183,291
JANE STREET GROUP, LLC 29%36,034 162,364 DEUTSCHE BANK AG 3%33,190 1,272,140
HSBC HOLDINGS PLC 5%35,568 726,650 TORON CAPITAL MARKETS INC. 2%30,938 1,559,684
REED CONNER & BIRDWELL LLC bought33,470 33,470 Man Group plc 19%28,687 126,004
Live Oak Private Wealth LLC bought33,107 33,107 PIONEER INVESTMENT MANAGEMENT INC 5%27,636 549,201
Manitou Investment Management Ltd. 20%31,625 188,535 STEPHENS INC /AR/ 64%27,281 15,187
PICTET ASSET MANAGEMENT LTD 6%31,600 553,617 NORTHERN TRUST CORP 2%26,290 1,300,455
AMERIPRISE FINANCIAL INC 12%31,266 303,030 PCJ Investment Counsel Ltd. 14%26,180 154,636
SUNRISE PARTNERS LLC /CT 213%30,749 45,212 Eastover Investment Advisors LLC sold18,570 0
Proquility Private Wealth Partners, LLC bought30,040 30,040 BAROMETER CAPITAL MANAGEMENT INC. 10%16,973 146,965
WELLS FARGO & CO/MN 17%28,512 197,284 Crossmark Global Holdings, Inc. 7%15,659 195,177
MONTRUSCO BOLTON INVESTMENTS INC. 2%27,875 1,364,593 Banco de Sabadell, S.A sold14,700 0
NATIXIS 262%27,667 38,246 US BANCORP DE 13%14,063 93,928
Raymond James Financial Services Advisors, Inc. 34%26,505 104,378 SpiderRock Advisors LLC sold13,600 0
FEDERATED INVESTORS INC /PA/ 29%25,379 112,009 DIMENSIONAL FUND ADVISORS INC 1%13,450 1,966,515
FORSTA AP-FONDEN 10%24,900 271,800 ExodusPoint Capital Management, LP sold13,359 0
Te Ahumairangi Investment Management Ltd 53%24,300 70,000 Krilogy Financial LLC sold13,026 0
Balentine LLC 322%22,299 29,214 USS Investment Management Ltd 5%12,500 239,292
Quantitative Investment Management, LLC bought22,281 22,281 Mitsubishi UFJ Trust & Banking Corp 7%11,529 143,611
Bogart Wealth, LLC bought19,732 19,732 OSSIAM sold11,500 0
Qube Research & Technologies Ltd 25%19,721 99,896 Hillsdale Investment Management Inc. 4%11,091 248,122
Korea Investment CORP 3%19,485 794,614 Value Partner Investments Inc. 2%10,920 714,356
Summit Global Investments 122%18,840 34,330 Rathbone Brothers plc 6%10,409 171,009
Advisory Services Network, LLC 334%18,743 24,359 Quantitative Systematic Strategies LLC 74%10,122 3,540
AIGEN INVESTMENT MANAGEMENT, LP bought18,428 18,428 Capital Wealth Planning, LLC 49%9,800 10,100
Campbell & CO Investment Adviser LLC bought18,286 18,286 AMG National Trust Bank 61%9,000 5,822
STATE STREET CORP 189%17,886 27,331 Founders Financial Alliance, LLC 100%8,605 26
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 27%17,880 84,270 J.W. COLE ADVISORS, INC. 56%8,030 6,256
Colonial Asset Management, Inc. bought17,620 17,620 CRAWFORD INVESTMENT COUNSEL INC sold7,758 0
ENVESTNET ASSET MANAGEMENT INC 19%17,067 106,903 Dynamic Technology Lab Private Ltd 41%6,417 9,116
Andra AP-fonden 192%16,700 25,400 RAYMOND JAMES & ASSOCIATES 2%6,171 365,449
Walleye Trading LLC 35%16,000 61,600 GLENMEDE TRUST CO NA 21%6,159 23,668
DSM CAPITAL PARTNERS LLC bought14,840 14,840 ACORN FINANCIAL ADVISORY SERVICES INC /ADV sold5,842 0
ONTARIO TEACHERS PENSION PLAN BOARD bought13,586 13,586 Public Sector Pension Investment Board 0%5,836 3,330,341
PDT Partners, LLC bought13,300 13,300 St. Louis Trust Co sold5,741 0
Mariner Wealth Advisors, LLC bought13,034 13,034 DORCHESTER WEALTH MANAGEMENT Co 3%5,632 214,631
VANGUARD GROUP INC 0%11,966 42,948,836 FIFTH THIRD BANCORP 39%5,360 8,483
AVIVA PLC 3%11,729 472,364 AXA 1%5,032 625,484
COMMONWEALTH EQUITY SERVICES, LLC. 19%11,011 67,774 Beirne Wealth Consulting Services, LLC sold5,000 0
Candriam Luxembourg S.C.A. 14%10,562 88,150 Verition Fund Managegment LLC 51%4,671 4,509
Creative Planning 8%9,082 122,316 Trexquant Investment LP 26%4,624 13,491
Westover Capital Advisors, LLC bought7,756 7,756 Clark Capital Management Group, Inc. 1%4,183 280,667
NLI INTERNATIONAL INC 44%7,090 23,220 CLS INVESTMENT FIRM, LLC sold3,895 0
Regal Investment Advisors, LLC bought6,847 6,847 Gulf International Bank (UK) Ltd 17%3,850 19,368
CAPTRUST FINANCIAL ADVISORS 17%6,831 45,869 CLARET ASSET MANAGEMENT Corp 3%3,774 112,685
Intercontinental Wealth Advisors, LLC bought6,500 6,500 Financial Network 40%3,348 4,930
LPL Financial CORP 18%6,374 42,468 BRANDYWINE OAK PRIVATE WEALTH LLC sold3,321 0
Blueshift Asset Management, LLC bought6,279 6,279 Nexus Investment Management Inc. 1%3,275 494,707
Heathbridge Capital Management Ltd. 5%6,223 132,923 FOX RUN MANAGEMENT, L.L.C. sold3,257 0
Susquehanna International Group, LLP 1%6,100 773,100 FRANKLIN STREET ADVISORS INC /NC 16%2,681 13,897
BB&T CORP 7%5,990 90,874 Unigestion Holding SA 23%2,543 8,335
BURNEY CO/ bought5,924 5,924 TWO SIGMA SECURITIES, LLC 46%2,528 2,972
Sage Mountain Advisors LLC bought5,906 5,906 BANK OF OKLAHOMA NATIONAL ASSOCIATION / sold2,447 0
SG Americas Securities, LLC 112%5,852 11,078 Edgestream Partners, L.P. 6%2,272 33,037
Bristol Gate Capital Partners Inc. 62%5,488 14,312 Richard P Slaughter Associates Inc 15%2,156 12,201
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 12%5,328 50,465 Busey Trust CO 9%2,106 21,402
AMERICAN CENTURY COMPANIES INC 22%5,310 29,075 HENNESSY ADVISORS INC 4%2,000 53,600
Wambolt & Associates, LLC 58%5,246 14,304 M&T BANK CORP 4%1,795 47,642
Varma Mutual Pension Insurance Co 23%5,229 28,135 H D Vest Advisory Services 9%1,713 17,716
HARBOR FINANCIAL SERVICES, LLC bought5,000 5,000 Country Club Trust Company, n.a. 2%1,709 110,091
Cumberland Partners Ltd 1%4,889 443,925 MERCER GLOBAL ADVISORS INC /ADV 17%1,611 7,755
BHK Investment Advisors, LLC bought4,737 4,737 Rodgers Brothers Inc. 11%1,600 12,975
AMP Capital Investors Ltd 1%4,707 532,930 Moors & Cabot, Inc. 15%1,500 8,375
HRT FINANCIAL LLC bought4,703 4,703 Russell Investments Group, Ltd. 2%1,416 72,548
Davis-Rea Ltd. 7%4,691 74,075 Tower Research Capital LLC 25%1,403 4,304
Cetera Investment Advisers bought4,405 4,405 KANAWHA CAPITAL MANAGEMENT LLC 36%1,390 2,505
PRICE T ROWE ASSOCIATES INC /MD/ 8%4,285 58,702 First American Bank 4%1,286 27,551
TRANSCEND WEALTH COLLECTIVE, LLC bought4,238 4,238 Gradient Investments LLC 18%1,192 5,339
Parallel Advisors, LLC bought4,085 4,085 HARBOR INVESTMENT ADVISORY, LLC sold1,150 0
Foundations Investment Advisors, LLC bought3,888 3,888 UNITED CAPITAL FINANCIAL ADVISERS,INC. 1%1,065 82,344
BANK OF NOVA SCOTIA TRUST CO 0%3,735 1,220,472 Baird Financial Group, Inc. 5%1,060 18,612
180 WEALTH ADVISORS, LLC 51%3,679 10,945 TORONTO DOMINION BANK 91%1,000 100
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 41%3,567 12,284 MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 10%1,000 9,244
Bridgefront Capital, LLC bought3,498 3,498 LAKE STREET FINANCIAL LLC 27%956 2,631
OLD DOMINION CAPITAL MANAGEMENT INC 27%3,465 16,200 Cutler Group LP sold907 0
Qtron Investments LLC 67%3,410 8,486 WEDBUSH MORGAN SECURITIES INC 9%906 9,187
Y-Intercept (Hong Kong) Ltd bought3,369 3,369 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1%745 84,974
GSA CAPITAL PARTNERS LLP bought3,341 3,341 TCF National Bank 11%674 5,676
Multi-Financial Securities Corp bought3,234 3,234 Pacer Advisors, Inc. 5%575 10,750
Stokes Family Office, LLC bought3,108 3,108 COLONY GROUP LLC 13%573 3,718
OPPENHEIMER & CO INC 17%3,072 21,254 LOGAN CAPITAL MANAGEMENT INC 3%562 18,376
Epoch Investment Partners Inc. bought3,068 3,068 GROUP ONE TRADING, L.P. 19%553 2,335
CREATIVE FINANCIAL DESIGNS INC /ADV 35%2,950 11,398 Csenge Advisory Group 12%548 4,068
Baskin Financial Services Inc. 3%2,882 92,017 Blue Creek Investment Partners, LLC 2%480 28,694
Laurel Wealth Advisors LLC 204%2,825 4,213 Vident Investment Advisory, LLC 9%479 4,577
BANK OF HAWAII bought2,764 2,764 SHEETS SMITH & ASSOCIATES INC 4%463 12,684
BSW Wealth Partners bought2,745 2,745 Cox Capital Co LLC 2%459 20,801
MISSION CREEK CAPITAL PARTNERS, INC 30%2,582 11,197 JEPPSON WEALTH MANAGEMENT, LLC sold450 0
Pinnacle Wealth Planning Services, Inc. bought2,549 2,549 Aviance Capital Partners, LLC 11%420 3,252
Janney Montgomery Scott LLC 5%2,534 58,372 Eqis Capital Management, Inc. 13%404 2,824
Kestra Advisory Services, LLC 16%2,518 18,555 Capital Investment Counsel, Inc 9%352 3,596
Bragg Financial Advisors, Inc 3%2,511 86,119 CSat Investment Advisory, L.P. 4%349 9,619
ALERUS FINANCIAL NA bought2,510 2,510 Clarius Group, LLC 9%347 3,320
Cerro Pacific Wealth Advisors LLC bought2,504 2,504 BROWN ADVISORY HOLDINGS INC 4%320 8,516
KEYBANK NATIONAL ASSOCIATION/OH bought2,503 2,503 Quilter Plc 1%299 43,961
J. L. Bainbridge & Co., Inc. bought2,500 2,500 RAYMOND JAMES TRUST CO 3%284 8,601
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17%2,452 17,001 Private Capital Group, LLC sold283 0
Lombard Odier Asset Management (Switzerland) SA 23%2,399 12,922 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0%264 272,579
HILLTOP WEALTH ADVISORS, LLC bought2,376 2,376 Riverview Trust Co 7%258 3,635
CREDIT AGRICOLE S A bought2,375 2,375 FIDUCIARY TRUST CO 6%243 3,502
GUARDIAN CAPITAL ADVISORS LP 0%2,177 508,401 DAVENPORT & CO LLC 2%237 14,301
ASPIRIANT, LLC 6%2,095 36,562 Good Life Advisors, LLC 8%230 2,757
Aull & Monroe Investment Management Corp 14%2,030 16,613 Veriti Management LLC 3%221 7,884
Accel Wealth Management bought1,942 1,942 TIAA, FSB 1%215 14,276
WADE G W & INC 1%1,935 172,844 Jacobi Capital Management LLC 19%213 882
First Command Bank bought1,822 1,822 Asset Dedication, LLC sold200 0
JUPITER ASSET MANAGEMENT LTD 56%1,789 4,970 Carroll Financial Associates, Inc. 1%182 34,154
Ethic Inc. 31%1,720 7,273 Pacifica Partners Inc. 1%166 22,968
Rockefeller Capital Management L.P. 21%1,666 9,769 Altavista Wealth Management, Inc. 2%160 9,878
Independent Advisor Alliance 28%1,560 7,047 Berman Capital Advisors, LLC 86%156 26
SOA Wealth Advisors, LLC. bought1,475 1,475 Lenox Wealth Advisors, Inc. sold151 0
CARY STREET PARTNER INVESTMENT ADVISORY LLC 102%1,418 2,803 CAPROCK Group, Inc. 4%151 3,591
IFP Advisors, Inc bought1,352 1,352 KLINGENSTEIN FIELDS & CO LLC 5%150 2,900
Cypress Capital Group 20%1,274 7,648 EVOKE WEALTH, LLC 2%143 8,813
AVALON ADVISORS L P 8%1,247 17,075 Kingfisher Capital LLC 2%138 7,407
EDMOND DE ROTHSCHILD HOLDING S.A. bought1,190 1,190 FLAGSHIP HARBOR ADVISORS, LLC sold126 0
Oder Investment Management, LLC bought1,178 1,178 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1%118 10,163
Old North State Trust, LLC 16%1,108 8,154 HighTower Advisors, LLC 0%110 91,868
Prospera Financial Services 19%1,103 6,766 CHIRON CAPITAL MANAGEMENT, LLC sold100 0
Capital Asset Advisory Services LLC bought1,027 1,027 Sowell Financial Services LLC 1%99 12,443
Banque Cantonale Vaudoise bought1,000 1,000 Steward Partners Investment Advisory, LLC 5%97 1,751
CIGNA INVESTMENTS INC /NEW 5%991 21,689 PATTEN & PATTEN INC/TN 1%95 6,330
Ancora Advisors, LLC bought960 960 WHITENER CAPITAL MANAGEMENT, INC. 0%90 25,685
Integrated Wealth Concepts LLC 5%917 19,585 First Personal Financial Services 2%84 4,834
Jones Collombin Investment Counsel Inc 1%855 131,978 Armor Investment Advisors, LLC 1%80 8,006
Checchi Capital Advisers, LLC 15%842 6,316 BLAIR WILLIAM & CO/IL 0%79 24,088
BP WEALTH MANAGEMENT, LLC 28%807 3,678 Summit Asset Management, LLC 2%73 3,845
BESSEMER GROUP INC 7%800 11,624 Litman Gregory Asset Management LLC sold70 0
Comprehensive Portfolio Management, LLC 15%667 4,987 Advisors Asset Management, Inc. 4%44 937
Diversified, LLC bought623 623 HUNTINGTON ASSET ADVISORS, INC. sold43 0
Achmea Investment Management B.V. 1%616 60,087 Prestige Wealth Management Group LLC 13%40 259
DIVIDEND GROWTH ADVISORS, LLC bought610 610 WETHERBY ASSET MANAGEMENT INC 0%38 23,649
ING GROEP NV 4%610 17,581 Hemenway Trust Co LLC 0%25 5,625
JustInvest LLC 5%572 11,592 Quadrant Private Wealth Management, LLC 1%23 3,634
RWM Asset Management, LLC bought515 515 Versant Capital Management, Inc 16%22 115
Perigon Wealth Management, LLC bought495 495 Hudock Moyer Wealth Resources, LLC 50%20 20
SIGNATUREFD, LLC 5%462 10,349 Smith, Salley & Associates 1%20 3,833
GODSEY & GIBB ASSOCIATES 0%450 190,371 MOTCO sold9 0
MML INVESTORS SERVICES, LLC 2%432 21,058 F3Logic, LLC sold8 0
Goodwin Investment Advisory bought393 393 Zions Bancorporation, N.A. 1%4 676
JJJ Advisors Inc. 676%392 450 Ativo Capital Management LLC 0%2 16,217
Regent Peak Wealth Advisors LLC bought353 353 THOMPSON SIEGEL & WALMSLEY LLC no change 1,548
Clearview Wealth Advisors LLC bought350 350 Firestone Capital Management no change 2,212
INVESTMENT MANAGEMENT OF VIRGINIA LLC 2%321 13,421 Hartland & Co., LLC no change 1,984
Sara-Bay Financial 6%313 5,916 Ariel Capital Advisors, LLC no change 2,550
Winslow, Evans & Crocker, Inc. 129%311 552 PANAGORA ASSET MANAGEMENT INC no change 1,994
CAROLINAS WEALTH CONSULTING LLC 0%300 84,746 Cresset Asset Management, LLC no change 2,875
Cardinal Capital Management 1%293 36,778 Investors Research Corp no change 1,800
CenterStar Asset Management, LLC bought290 290 DELTA ASSET MANAGEMENT LLC/TN no change 285
River Wealth Advisors LLC 1%289 23,232 Focused Wealth Management, Inc no change 165
Shilanski & Associates, Inc. 1%286 32,279 TCI Wealth Advisors, Inc. no change 22
Mitsubishi UFJ Asset Management Co., Ltd. 16%273 1,934 TRUE Private Wealth Advisors no change 188
QUADRANT CAPITAL GROUP LLC 7%268 4,283 EARNEST PARTNERS LLC no change 190
Great Companies, Inc. 2%264 12,448 Oakworth Capital, Inc. no change 200
MITCHELL CAPITAL MANAGEMENT CO 8%264 3,742 JNBA Financial Advisors no change 160
Arkadios Wealth Advisors 3%226 7,033 MONETARY MANAGEMENT GROUP INC no change 116
PINNACLE FINANCIAL PARTNERS INC 1%222 16,892 MANCHESTER FINANCIAL INC no change 85
Daiwa Securities Group Inc. bought215 215 ASSOCIATED BANC-CORP no change 78
Leisure Capital Management 2%205 9,458 Carmichael Hill & Associates, Inc. no change 64
Palisade Asset Management, LLC 0%172 102,007 HHM Wealth Advisors, LLC no change 35
BFSG, LLC 0%164 35,705 ARROW FINANCIAL CORP no change 100
Glassman Wealth Services 2%146 7,319 Holloway Wealth Management, LLC no change 234
Sandy Spring Bank bought146 146 Providence Capital Advisors, LLC no change 336
Inspire Advisors, LLC bought140 140 HM PAYSON & CO no change 682
Midwest Professional Planners, LTD. 4%135 3,784 TFC Financial Management no change 663
Selective Wealth Management 14%126 1,050 Covington Capital Management no change 800
Emerald Investment Partners, LLC 3%103 3,287 Patriot Financial Group Insurance Agency, LLC no change 916
Community Bank, N.A. 1%100 15,415 ROPES WEALTH ADVISORS LLC no change 1,000
TRUSTCORE FINANCIAL SERVICES, LLC 3%100 3,600 GABLES CAPITAL MANAGEMENT INC. no change 575
Truvestments Capital LLC bought94 94 Mercer Capital Advisers, Inc. no change 427
Merrion Investment Management Co, LLC bought92 92 REILLY FINANCIAL ADVISORS, LLC no change 386
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC bought88 88 Pacific Center for Financial Services no change 400
ENCOMPASS WEALTH ADVISORS, LLC bought88 88 Capital Advisors, Ltd. LLC no change 404
CWM, LLC 27%72 336 OGOREK ANTHONY JOSEPH /NY/ /ADV no change 425
Valeo Financial Advisors, LLC 453%68 83 WHITTIER TRUST CO no change 1,523
PROEQUITIES, INC. 5%56 1,293 NAPLES GLOBAL ADVISORS, LLC no change 6,575
Concord Wealth Partners bought55 55 Brightworth no change 22,201
Annapolis Financial Services, LLC bought53 53 UNITED SERVICES AUTOMOBILE ASSOCIATION no change 173,707
EATON VANCE MANAGEMENT 0%51 87,976 VIRGINIA RETIREMENT SYSTEMS ET AL no change 117,200
Bellwether Advisors, LLC bought48 48 NICOLA WEALTH MANAGEMENT LTD. no change 349,290
JONES FINANCIAL COMPANIES LLLP bought43 43 Mayfair Advisory Group, LLC no change 10,202
BerganKDV Wealth Management, LLC bought42 42 COLTON GROOME FINANCIAL ADVISORS, LLC no change 5,087
ForthRight Wealth Management, LLC bought37 37 Triangle Securities Wealth Management no change 7,108
Financial Management Professionals, Inc. 44%37 122 American Assets Investment Management, LLC no change 103,500
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 75%36 84 BTIM Corp. no change 46,575
Capital Analysts, Inc. bought32 32 BROWN BROTHERS HARRIMAN & CO no change 17,276
HUNTINGTON NATIONAL BANK 16%31 231 BOWEN HANES & CO INC no change 14,527
Voya Financial Advisors, Inc. 1%27 3,095 Arnhold LLC no change 18,100
Lindbrook Capital, LLC 3%26 981 CFM WEALTH PARTNERS LLC no change 21,746
Horan Securities, Inc. bought25 25 STIFEL FINANCIAL CORP no change 2,750
Global Retirement Partners, LLC 1%24 2,911 Exeter Financial, LLC no change 25,025
Loveless Wealth Management LLC 1%22 3,900 FIRST CITIZENS BANK & TRUST CO no change 3,387
Alpha DNA Investment Management LLC bought21 21 West Oak Capital, LLC no change 2,444
Heritage Wealth Advisors bought20 20 TSFG, LLC no change 157
Addenda Capital Inc. 0%17 1,188,007 Bartlett & Co. LLC no change 300
ROMAN BUTLER FULLERTON & CO 0%16 3,906 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND no change 2,616,110
CENTAURUS FINANCIAL, INC. 0%15 3,515 CITY HOLDING CO no change 150
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 30%8 35 Larson Financial Group LLC no change 87
Plante Moran Financial Advisors Ltd Partnership 2%7 307 Gemmer Asset Management LLC no change 37
RFG Advisory Group, LLC 0%7 16,944 WOLFF WIESE MAGANA LLC no change 75
Atlas Private Wealth Management 1%6 854 American Research & Management Co. no change 300
Transamerica Financial Advisors, Inc. bought6 6 FIRST FINANCIAL CORP /IN/ no change 415
Merit Financial Group, LLC 0%5 7,076 AdvisorNet Financial, Inc no change 1,997
NEXT Financial Group, Inc 29%5 22 Phoenix Wealth Advisors no change 2,262
LEVEL FOUR ADVISORY SERVICES, LLC 0%3 14,943 First Command Financial Services, Inc. no change 1,822
ENTERPRISE FINANCIAL SERVICES CORP 0%1 429 Graves-Light Private Wealth Management, Inc. no change 1,500
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1%1 107 Johnson Midwest Financial, LLC no change 500
HORIZON FINANCIAL SERVICES, LLC no change 757
Lombard Odier Asset Management (Europe) Ltd no change 12,852
SCHAFER CULLEN CAPITAL MANAGEMENT INC no change 9,155
Eudaimonia Partners, LLC no change 305
Total Clarity Wealth Management, Inc. no change 4,270
Argent Trust Co no change 4,248
QS Investors, LLC no change 4,857
PALLADIUM PARTNERS LLC no change 4,935
SALEM INVESTMENT COUNSELORS INC no change 5,200
Marble Harbor Investment Counsel, LLC no change 5,006
Aptus Capital Advisors, LLC no change 4,138
Compagnie Lombard, Odier SCA no change 3,500
LAZARD ASSET MANAGEMENT LLC no change 3,000
Adviser Investments LLC no change 3,000
Nicholas Hoffman & Company, LLC. no change 3,051
Shoker Investment Counsel, Inc. no change 3,190
Robertson Stephens Wealth Management, LLC no change 3,392
BBVA USA BANCSHARES INC no change 3,204
Warren Averett Asset Management, LLC no change 5,307
LINCOLN NATIONAL CORP no change 5,367
Capital Investment Advisory Services, LLC no change 6,328
RMB Capital Management, LLC no change 6,302
Welch Group, LLC no change 6,490
SHIKIAR ASSET MANAGEMENT INC no change 6,931
BLUESTEIN R H & CO no change 8,000
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV no change 7,935
FIS GROUP, INC. no change 6,112
FIRST NATIONAL TRUST CO no change 5,760
PARK CIRCLE Co no change 5,500
HOLDERNESS INVESTMENTS CO no change 5,499
FORBES J M & CO LLP no change 5,600
HoyleCohen, LLC no change 5,700
Adams Chetwood Wealth Management LLC no change 5,718
Klingman & Associates, LLC no change 5,700
EXCALIBUR MANAGEMENT CORP no change 2,983
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