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STOCK TICKER:
SVB Financial Group   (ticker: SIVB)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 43,402,487
Previous Holdings: 27,513,584
Change: 57.75%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
VANGUARD GROUP INC bought5,658,195 5,658,195 Capital Research Global Investors 41%634,504 916,624
ROYAL BANK OF CANADA bought1,193,922 1,193,922 J P MORGAN CHASE & CO 12%230,858 1,701,776
Invesco Ltd. bought942,171 942,171 Capital World Investors 17%206,557 981,108
GEODE CAPITAL MANAGEMENT LLC bought867,254 867,254 WELLINGTON MANAGEMENT CO LLP 60%182,449 121,596
MORGAN STANLEY bought826,020 826,020 RENAISSANCE GROUP LLC sold106,620 0
HARDING LOEVNER LLC bought738,654 738,654 Bank of New York Mellon CORP 17%85,419 407,245
APG All Pensions Group 179%649,659 1,013,059 STATE STREET CORP 3%83,972 2,512,225
NORTHERN TRUST CORP bought556,851 556,851 SOUND SHORE MANAGEMENT INC /CT/ 14%80,283 506,984
PRICE T ROWE ASSOCIATES INC /MD/ bought522,008 522,008 AQR CAPITAL MANAGEMENT LLC 20%74,356 294,366
AMERIPRISE FINANCIAL INC bought477,791 477,791 Susquehanna International Group, LLP 32%73,867 155,923
GOLDMAN SACHS GROUP INC bought470,764 470,764 Spindletop Capital, LLC sold70,000 0
VICTORY CAPITAL MANAGEMENT INC 1,138%448,784 488,212 Twin Tree Management, LP 37%66,148 112,971
BANK OF AMERICA CORP /DE/ bought370,667 370,667 Caption Management, LLC sold42,500 0
FRONTIER CAPITAL MANAGEMENT CO INC bought316,298 316,298 LATEEF INVESTMENT MANAGEMENT/CA 41%41,340 60,265
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought274,800 274,800 DIAMOND HILL CAPITAL MANAGEMENT INC 9%40,811 403,273
CI INVESTMENTS INC. bought257,380 257,380 PRUDENTIAL CORP PLC 25%39,637 117,400
PIONEER INVESTMENT MANAGEMENT INC bought256,295 256,295 ASHFORD CAPITAL MANAGEMENT INC 88%39,502 5,447
JANE STREET GROUP, LLC 1,604%234,341 248,952 THRIVENT FINANCIAL FOR LUTHERANS 25%38,027 116,345
Clearbridge Advisors, LLC bought207,153 207,153 TimesSquare Capital Management, LLC 21%37,700 138,900
HENDERSON GROUP PLC 37%193,708 710,571 Fisher Asset Management, LLC(Kenneth L. Fisher) 4%28,762 752,390
PICTET ASSET MANAGEMENT LTD bought192,320 192,320 TORONTO DOMINION BANK sold26,799 0
ALLIANCEBERNSTEIN L.P. 50%120,358 362,465 FIFTH THIRD BANCORP 51%25,697 24,666
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought109,196 109,196 WOLVERINE TRADING, LLC 52%25,044 22,700
ADAGE CAPITAL PARTNERS GP LLC bought104,800 104,800 CAPITAL INTERNATIONAL INC /CA/ 13%23,880 166,957
Alecta Pensionsforsakring, Omsesidigt 11%101,500 986,500 BARCLAYS PLC 18%22,694 103,511
TWO SIGMA ADVISERS, LLC bought87,202 87,202 Mitsubishi UFJ Securities International PLC sold21,400 0
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC bought79,900 79,900 Sumitomo Mitsui Trust Holdings, Inc. 6%21,165 348,670
SEAWARD MANAGEMENT LIMITED PARTNERSHIP bought74,018 74,018 MD SASS INVESTORS SERVICES INC 33%19,846 39,872
Handelsbanken Fonder AB 37%68,088 249,835 BI Asset Management Fondsmaeglerselskab A/S sold18,663 0
Chicago Capital, LLC 73%64,577 153,054 ICON ADVISERS INC/CO sold18,100 0
MILLENNIUM MANAGEMENT LLC bought58,996 58,996 WOLVERINE ASSET MANAGEMENT LLC sold18,000 0
UBS Group AG 101%58,056 115,266 Zurcher Kantonalbank (Zurich Cantonalbank) 12%17,836 131,420
COLUMBUS CIRCLE INVESTORS 42%57,631 195,133 ONTARIO TEACHERS PENSION PLAN BOARD 84%15,453 2,846
Hexavest Inc. bought56,795 56,795 Engineers Gate Manager LP sold15,408 0
FMR LLC bought53,575 53,575 Advisors Capital Management, LLC sold14,454 0
Ensign Peak Advisors, Inc 59%52,105 140,780 FIRST TRUST ADVISORS LP 21%14,322 53,359
Tredje AP-fonden bought51,000 51,000 NEW YORK STATE COMMON RETIREMENT FUND 10%9,500 88,900
BRANDYWINE ASSET MANAGEMENT LLC bought45,895 45,895 PRUDENTIAL FINANCIAL INC 17%8,636 41,269
PEAK6 Investments LLC bought38,322 38,322 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 6%7,052 116,966
LORD ABBETT & CO LLC 24%36,932 192,655 MACKAY SHIELDS LLC 87%6,994 1,003
PDT Partners, LLC bought36,600 36,600 Stieven Capital Advisors, L.P. 7%6,400 83,188
Motley Fool Wealth Management, LLC bought36,535 36,535 APPLETON PARTNERS INC/MA 24%6,381 20,031
BB&T CORP bought32,991 32,991 Stephens Investment Management Group LLC 4%6,312 166,952
HSBC HOLDINGS PLC bought31,687 31,687 Grandeur Peak Global Advisors, LLC 17%6,200 30,560
STRS OHIO 19%30,752 194,413 CAMBRIDGE TRUST CO 64%6,071 3,343
PARAMETRIC PORTFOLIO ASSOCIATES 16%26,729 198,524 LEGAL & GENERAL GROUP PLC 2%5,908 308,379
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 7%24,746 358,848 Gareth Morgan Investments Limited Partnership 29%5,680 14,121
PineBridge Investments Ltd bought24,608 24,608 HARTFORD INVESTMENT MANAGEMENT CO 49%5,670 5,896
DEUTSCHE BANK AG 6%24,515 422,652 Capital Research & Management Co - Division 3 0%5,386 1,818,618
Neuberger Berman Group LLC 4%24,348 661,250 SIMPLEX TRADING, LLC sold5,331 0
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 69%24,277 59,425 BRADLEY FOSTER & SARGENT INC/CT sold4,960 0
ING INVESTMENT MANAGEMENT LLC bought23,415 23,415 State of New Jersey Common Pension Fund D 12%4,620 34,466
Kames Capital plc 10%22,943 255,266 LPL Financial CORP 76%3,974 1,276
Swedbank 3%22,300 714,238 FARLEY CAPITAL II L P 24%3,895 12,269
D. E. Shaw & Co., INC. (David E. Shaw) bought21,700 21,700 OPPENHEIMER ASSET MANAGEMENT INC 98%3,792 66
DIMENSIONAL FUND ADVISORS INC 5%21,193 412,273 Wealthfront Advisers LLC 53%3,770 3,293
BNP Paribas Investment Partners S.A. 16%20,529 147,432 BURNEY CO/ sold3,712 0
AMERICAN CENTURY COMPANIES INC 926%20,221 22,404 HANCOCK HOLDING CO 62%3,316 2,073
BANK OF MONTREAL /CAN/ 5%19,304 411,072 SEVEN EIGHT CAPITAL, LLC sold3,300 0
WESBANCO BANK INC bought18,806 18,806 Cutler Group LP 92%3,300 300
Standard Life Aberdeen plc bought18,474 18,474 Baird Financial Group, Inc. sold3,220 0
Polar Capital LLP bought17,902 17,902 National Pension Service 3%3,094 88,193
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC bought17,291 17,291 OAKBROOK INVESTMENTS LLC sold2,600 0
Jacobi Capital Management LLC 15,842%17,109 17,217 Treasurer of the State of North Carolina 12%2,575 18,877
CREDIT SUISSE/ 20%16,761 99,681 Janney Montgomery Scott LLC 41%2,538 3,708
Verition Fund Managegment LLC bought15,658 15,658 Raymond James Financial Services Advisors, Inc. 16%2,394 12,721
Sarasin & Partners LLP 8%15,575 217,608 GILDER GAGNON HOWE & CO LLC 9%2,329 24,555
Rafferty Asset Management, LLC 361%15,109 19,299 RHUMBLINE ADVISERS 3%2,313 82,045
Walleye Trading LLC bought15,000 15,000 Gotham Asset Management, LLC sold2,306 0
SUNRISE PARTNERS LLC /CT bought14,612 14,612 Rockefeller Capital Management L.P. sold2,189 0
Korea Investment CORP 111%14,200 27,000 DRIEHAUS CAPITAL MANAGEMENT LLC sold2,100 0
LMR Partners LLP bought14,042 14,042 Candriam Luxembourg S.C.A. 40%2,093 3,173
Otter Creek Advisors, LLC 609%14,000 16,300 GREAT WEST LIFE ASSURANCE CO /CAN/ 6%2,050 33,499
Andra AP-fonden bought13,700 13,700 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2%2,034 114,939
MACQUARIE GROUP LTD 30%12,612 54,750 KBC Group NV 15%1,770 10,123
ALGER FRED MANAGEMENT INC bought12,174 12,174 Banco Santander, S.A. sold1,660 0
John W. Rosenthal Capital Management, Inc. bought11,750 11,750 ENVESTNET ASSET MANAGEMENT INC 15%1,630 9,594
GLENMEDE TRUST CO NA 205%11,657 17,333 IFM Investors Pty Ltd 31%1,616 3,596
AMP Capital Investors Ltd bought11,435 11,435 FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 9%1,500 14,369
STATE TREASURER STATE OF MICHIGAN 639%11,389 13,172 CenterStar Asset Management, LLC sold1,498 0
ELLIOTT & ASSOCIATES bought11,210 11,210 NN Investment Partners Holdings N.V. 24%1,484 4,711
CARILLON TOWER ADVISERS, INC. 8%10,594 137,969 NISA INVESTMENT ADVISORS L L C 10%1,475 13,755
State of Tennessee, Treasury Department bought10,591 10,591 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 10%1,458 13,634
MANUFACTURERES LIFE INSURANCE CO bought10,428 10,428 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2%1,403 75,200
ProShare Advisors LLC bought10,373 10,373 CONTRAVISORY INVESTMENT MANAGEMENT, INC. sold1,390 0
FRANKLIN RESOURCES INC 3%10,212 359,650 BRIDGES INVESTMENT MANAGEMENT INC 2%1,375 86,651
Champlain Investment Partners, LLC 2%10,079 441,614 AIGEN INVESTMENT MANAGEMENT, LP sold1,344 0
PARNASSUS INVESTMENTS /CA bought10,000 10,000 Chevy Chase Trust Holdings, Inc. 3%1,330 41,451
Motley Fool Asset Management LLC bought10,000 10,000 ROWLAND CARMICHAEL ADVISORS INC /ADV 36%1,277 2,275
CIBC World Markets Inc. bought9,980 9,980 COMMERCE BANK N A/MO 44%1,262 1,636
SCOUT INVESTMENT ADVISORS INC 6%9,754 184,891 PIEDMONT INVESTMENT ADVISORS LLC sold1,232 0
Utah Retirement Systems bought9,735 9,735 SEI INVESTMENTS CO 4%1,214 32,138
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 18%9,567 63,895 AVIVA PLC 7%1,186 17,045
Baker Avenue Asset Management, LP bought9,536 9,536 GOFEN & GLOSSBERG LLC /IL/ 3%1,041 35,852
Advisors Asset Management, Inc. bought8,016 8,016 HighTower Advisors, LLC 20%1,003 4,094
Alaska Retirement Management Board 87%7,750 16,619 Supplemental Annuity Collective Trust of NJ 25%1,000 3,000
Man Group plc 101%7,727 15,345 BAILARD, INC. 43%966 1,258
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 11%7,254 70,933 RMB Capital Management, LLC 1%959 147,180
FIL Ltd 33%6,855 27,692 FIDUCIARY TRUST CO 8%953 11,129
FORSTA AP-FONDEN bought6,600 6,600 Quantinno Capital Management LP 33%936 1,927
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought6,471 6,471 CAPITAL FUND MANAGEMENT S.A. sold922 0
Achmea Investment Management B.V. bought6,129 6,129 ARP AMERICAS LLC 25%754 2,246
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 123%6,000 10,886 World Asset Management Inc 41%743 1,083
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 3%5,904 203,121 ETF MANAGERS GROUP, LLC 30%676 1,594
BANK OF NOVA SCOTIA / bought5,882 5,882 ROYAL LONDON ASSET MANAGEMENT LTD 3%669 19,627
Marshall Wace North America, L.P. bought5,824 5,824 Bank of Marin 35%665 1,216
HRT FINANCIAL LLC bought5,745 5,745 METROPOLITAN LIFE INSURANCE CO/NY 8%654 7,239
Handelsinvest Investeringsforvaltning 346%5,500 7,091 Kentucky Retirement Systems 19%654 2,868
Teza Capital Management LLC bought5,478 5,478 Retirement Systems of Alabama 3%643 22,025
Douglas Lane & Associates, LLC 5%5,330 107,553 Mn Services Vermogensbeheer B.V. 1%600 44,006
BESSEMER GROUP INC 2,189%5,123 5,357 Diversified Trust Co 27%599 1,645
CREDIT AGRICOLE S A 46%4,885 15,450 Skandinaviska Enskilda Banken AB (publ) 6%585 9,656
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY bought4,550 4,550 FULTON BANK, N.A. 8%535 6,571
RAYMOND JAMES & ASSOCIATES 20%4,530 26,636 Harrington Investments, INC 3%527 15,456
Quantitative Investment Management, LLC bought4,440 4,440 GATEWAY INVESTMENT ADVISERS LLC 32%503 1,049
Horizon Investments, LLC/SC bought4,436 4,436 Aperio Group, LLC 2%476 21,855
Pacer Advisors, Inc. bought4,391 4,391 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2%456 24,802
SIT INVESTMENT ASSOCIATES INC bought4,375 4,375 TAYLOR INVESTMENT COUNSELORS LLC 2%419 16,443
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 16%4,237 30,351 LOOMIS SAYLES & CO L P 1%405 33,348
GARDNER LEWIS ASSET MANAGEMENT L P bought4,020 4,020 WHITE PINE CAPITAL LLC 9%400 4,293
Enterprise Trust & Investment Co 1,194%4,000 4,335 WHITTIER TRUST CO 2%393 23,180
Robeco Investment Management, Inc. bought3,710 3,710 People's United Financial, Inc. 3%382 11,312
GROUP ONE TRADING, L.P. bought3,513 3,513 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 11%349 2,946
Virtu Financial LLC bought3,394 3,394 ADVANTUS CAPITAL MANAGEMENT INC 7%340 4,760
Buckingham Asset Management, LLC bought3,259 3,259 KING LUTHER CAPITAL MANAGEMENT CORP 4%325 8,372
STATE OF WISCONSIN INVESTMENT BOARD 13%3,230 28,273 SUMITOMO LIFE INSURANCE CO 6%320 5,016
AMF Pensionsforsakring AB 115%3,200 5,980 HUNTINGTON NATIONAL BANK 4%301 6,940
Cubist Systematic Strategies, LLC bought3,150 3,150 STEPHENS INC /AR/ 21%300 1,101
Swank Energy Income Advisors, LP bought3,149 3,149 Kentucky Retirement Systems Insurance Trust Fund 19%296 1,267
Ballentine, Finn & Company, Inc. bought3,149 3,149 AE Wealth Management LLC 19%279 1,179
AMALGAMATED BANK bought2,980 2,980 SPIRIT OF AMERICA MANAGEMENT CORP/NY 9%250 2,673
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought2,934 2,934 CHARTWELL INVESTMENT PARTNERS, INC. 5%242 4,592
BABSON CAPITAL MANAGEMENT LLC bought2,844 2,844 IEQ CAPITAL, LLC 1%234 22,258
Capstone Investment Advisors, LLC bought2,800 2,800 TEXAS PERMANENT SCHOOL FUND 2%230 9,077
PRINCIPAL FINANCIAL GROUP INC 4%2,719 78,383 AMERICAN INTERNATIONAL GROUP INC 1%206 26,079
VAN ECK ASSOCIATES CORP bought2,706 2,706 BLAIR WILLIAM & CO/IL 7%201 2,539
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 47%2,634 8,277 ALPINE WOODS CAPITAL INVESTORS, LLC 2%200 8,350
DekaBank Deutsche Girozentrale 30%2,542 11,062 MIDDLETON & CO INC/MA 2%200 9,326
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3%2,510 92,714 BDO Wealth Advisors, LLC sold200 0
BTIM Corp. 4%2,500 64,270 Public Sector Pension Investment Board 4%200 4,993
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 26%2,420 11,602 SG Americas Securities, LLC 5%193 4,048
CITIGROUP INC 6%2,379 45,030 UNIONBANCAL CORP 7%190 2,575
Crossmark Global Holdings, Inc. bought2,366 2,366 ACADIAN ASSET MANAGEMENT LLC 42%188 256
SALEM INVESTMENT COUNSELORS INC bought2,240 2,240 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 5%175 3,140
STIFEL FINANCIAL CORP bought2,234 2,234 RESOURCES MANAGEMENT CORP /CT/ /ADV 25%168 506
JDC-JSC L.P. bought2,200 2,200 Clean Yield Group 47%164 186
OSSIAM bought2,199 2,199 NEXT Financial Group, Inc sold145 0
TRILLIUM ASSET MANAGEMENT CORP 2%2,192 119,855 VAN STRUM & TOWNE INC 1%140 18,587
MAVERICK CAPITAL LTD (Lee Ainslie) bought2,139 2,139 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5%136 2,863
FIS GROUP, INC. bought2,102 2,102 AGF FUNDS INC 6%135 2,304
CIBC WORLD MARKETS CORP 14%2,037 16,330 WASHINGTON TRUST CO 64%126 72
CANADA PENSION PLAN INVESTMENT BOARD 17%2,001 13,438 AlphaCrest Capital Management LLC 5%122 2,142
ALLSTATE CORP bought1,913 1,913 SECURITY NATIONAL TRUST CO sold120 0
WADDELL & REED FINANCIAL INC 0%1,908 443,939 M&T BANK CORP 7%119 1,520
WESTFIELD CAPITAL MANAGEMENT CO LP bought1,900 1,900 BENJAMIN F. EDWARDS & COMPANY, INC. 63%115 68
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought1,891 1,891 FINANCIAL STOCKS INC sold100 0
SHELL ASSET MANAGEMENT CO 27%1,879 8,725 QUANTUM CAPITAL MANAGEMENT 19%95 418
SEEYOND bought1,863 1,863 CAPITAL INTERNATIONAL LTD /CA/ 1%93 10,640
WHITTIER TRUST CO OF NEVADA INC 26%1,861 8,888 Municipal Employees' Retirement System of Michigan 3%90 2,730
Independent Advisor Alliance bought1,839 1,839 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 88%86 12
TEACHER RETIREMENT SYSTEM OF TEXAS bought1,707 1,707 MEEDER ASSET MANAGEMENT INC 29%83 206
BEACH INVESTMENT COUNSEL INC/PA 19%1,650 10,240 WINSLOW ASSET MANAGEMENT INC 0%70 43,540
Security National Bank 32%1,618 6,705 FEDERATED INVESTORS INC /PA/ 11%69 538
Echo Street Capital Management LLC bought1,611 1,611 LS Investment Advisors, LLC 4%54 1,211
Mitsubishi UFJ Trust & Banking Corp 4%1,595 43,294 Optimal Asset Management, Inc. 4%51 1,210
Redpoint Investment Management Pty Ltd bought1,479 1,479 Ellevest, Inc. 36%47 85
CORBETT ROAD CAPITAL MANAGEMENT, LLC bought1,472 1,472 TD ASSET MANAGEMENT INC 0%43 12,405
Norinchukin Bank, The bought1,465 1,465 DUPONT CAPITAL MANAGEMENT 2%39 2,085
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND bought1,459 1,459 CWM, LLC 70%35 15
Sowell Financial Services LLC 8,700%1,392 1,408 Massey, Quick & Co., LLC sold33 0
MOODY ALDRICH PARTNERS LLC bought1,303 1,303 IFP Advisors, Inc 54%31 26
BIDWELL C M & ASSOCIATES LTD/ bought1,298 1,298 Prime Capital Investment Advisors, LLC sold26 0
BTC Capital Management, Inc. 9%1,253 14,632 Poplar Forest Capital LLC 0%25 6,076
PROFUND ADVISORS LLC bought1,237 1,237 Wealthcare Advisory Partners LLC sold25 0
TWO SIGMA INVESTMENTS LLC bought1,216 1,216 Efficient Wealth Management LLC sold23 0
MISSION WEALTH MANAGEMENT, LLC bought1,208 1,208 Lindbrook Capital, LLC 11%22 182
IBM Retirement Fund bought1,201 1,201 US BANCORP DE 1%21 4,157
Aureus Asset Management, LLC bought1,160 1,160 Rampart Investment Management Company, LLC 5%19 393
JACOBS LEVY EQUITY MANAGEMENT INC bought1,141 1,141 Tarbox Group, Inc. 56%18 14
GUGGENHEIM CAPITAL LLC 19%1,117 6,846 AdvisorNet Financial, Inc 6%18 282
PALISADE CAPITAL MANAGEMENT LLC/NJ bought1,100 1,100 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0%16 122,505
Mathes Company, Inc. bought1,075 1,075 AMERITAS INVESTMENT CORP sold12 0
CWM Advisors, LLC 100%1,038 2,080 Private Capital Group, LLC 3%10 353
We Are One Seven, LLC bought1,036 1,036 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC sold10 0
Alpha Cubed Investments, LLC bought1,014 1,014 Squar Milner Financial Services LLC sold8 0
MACKENZIE FINANCIAL CORP bought1,012 1,012 SIGNATUREFD, LLC 3%6 232
FIRST MERCANTILE TRUST CO 191%1,003 1,528 Vestcor Investment Management Corp 1%6 1,098
Teamwork Financial Advisors, LLC bought1,000 1,000 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 43%6 8
Dorsey & Whitney Trust CO LLC bought998 998 MASON STREET ADVISORS LLC 0%4 7,354
WELCH & FORBES LLC bought990 990 Glassman Wealth Services 40%4 6
AXA bought978 978 Perkins Coie Trust Co sold3 0
Corient Capital Partners, LLC bought949 949 Parallel Advisors, LLC 1%2 141
Keebeck Alpha, LP bought926 926 CITIZENS FINANCIAL GROUP INC/RI 7%2 26
Creative Planning 22%894 5,051 EPG Wealth Management LLC sold1 0
SCHRODER INVESTMENT MANAGEMENT GROUP bought815 815 SUN LIFE FINANCIAL INC 3%1 30
BP PLC 15%800 6,200 Lake Point Wealth Management no change 10
Tower Research Capital LLC bought756 756 TSFG, LLC no change 4
CASTLEARK MANAGEMENT LLC 30%710 3,080 NORDEA INVESTMENT MANAGEMENT AB no change 2,472
Harvest Fund Management Co., Ltd bought659 659 WESTPAC BANKING CORP no change 3,962
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 14%618 4,962 Financial Architects, Inc no change 8
QS Investors, LLC bought607 607 PNC FINANCIAL SERVICES GROUP INC no change 60
SRB Corp 28%566 2,618 Gradient Investments LLC no change 1
CENTAURUS FINANCIAL, INC. bought563 563 Davidson Capital Management Inc. no change 2
SPRINGBOK CAPITAL MANAGEMENT, LLC bought560 560 S&CO INC no change 1,980
BRIGHTON JONES LLC 9%529 6,130 Versant Capital Management, Inc no change 3
DIAM Co., Ltd. 2%514 32,623 BerganKDV Wealth Management, LLC no change 3
RMR Wealth Builders bought480 480 FIRST QUADRANT L P/CA no change 2,332
FLAGSHIP HARBOR ADVISORS, LLC 59%375 1,012 KLINGENSTEIN FIELDS & CO LLC no change 2,100
PEREGRINE CAPITAL MANAGEMENT LLC 0%311 86,692 Montecito Bank & Trust no change 2,000
CAPTRUST FINANCIAL ADVISORS 8%306 4,272 Louisiana State Employees Retirement System no change 2,200
PANAGORA ASSET MANAGEMENT INC 18%290 1,894 FIRST MANHATTAN CO no change 2,425
PEAPACK GLADSTONE FINANCIAL CORP 3%264 7,965 Shone Asset Management LLC no change 2,564
HOHIMER WEALTH MANAGEMENT, LLC 6%255 4,372 One Capital Management, LLC no change 2,000
Orion Portfolio Solutions, LLC bought238 238 TOCQUEVILLE ASSET MANAGEMENT LP no change 1,832
CAPITAL INTERNATIONAL S A 8%216 2,781 New Jersey Better Educational Savings Trust no change 1,400
Xact Kapitalforvaltning AB 2%214 11,279 PARK NATIONAL CORP /OH/ no change 1,460
KEYBANK NATIONAL ASSOCIATION/OH 4%212 5,470 LYELL WEALTH MANAGEMENT, LP no change 1,500
Russell Investments Group, Ltd. 1%207 29,542 MITCHELL MCLEOD PUGH & WILLIAMS INC no change 1,775
Private Advisor Group, LLC bought205 205 Kinneret Advisory, LLC no change 2,712
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 6%200 3,450 Svenska Handelsbanken AB (publ) no change 3,800
Financial Network bought194 194 Gifford Fong Associates no change 6,000
MetLife Investment Advisors, LLC 1%181 13,473 Employees Retirement System of Texas no change 11,047
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 4%174 4,400 BASSWOOD CAPITAL MANAGEMENT LLC no change 33,917
Arizona State Retirement System 1%166 12,033 DAVIS CAPITAL PARTNERS, LLC no change 176,410
Endurance Wealth Management, Inc. bought165 165 BOENNING & SCATTERGOOD, INC. no change 5,963
EagleClaw Capital Managment, LLC 3%163 5,010 Davy Asset Management Ltd no change 5,612
SYNOVUS FINANCIAL CORP 29%160 721 Summit Creek Advisors LLC no change 4,280
COMMONWEALTH EQUITY SERVICES, LLC. 3%160 6,089 Alaska Permanent Fund Corp no change 4,560
Golden State Wealth Management, LLC bought159 159 Burns Wealth Management, Inc. no change 5,400
Gulf International Bank (UK) Ltd 1%150 11,830 Daiwa Securities Group Inc. no change 5,496
GRIMES & COMPANY, INC. 0%139 39,488 Perigon Wealth Management, LLC no change 1,111
Nuveen Asset Management, LLC 1%130 11,912 Banque Cantonale Vaudoise no change 1,100
WELLS FARGO & CO/MN 0%126 62,761 LIBERTY WEALTH MANAGEMENT LLC no change 31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 5%123 2,830 Global Retirement Partners, LLC no change 38
CIGNA INVESTMENTS INC /NEW 7%117 1,679 OPTIMUM INVESTMENT ADVISORS no change 50
Apollon Wealth Management, LLC bought114 114 LAZARD ASSET MANAGEMENT LLC no change 52
CIM, LLC 3%107 3,259 Weaver Consulting Group no change 27
TCTC Holdings, LLC bought100 100 FARMERS & MERCHANTS INVESTMENTS INC no change 26
Mirae Asset Global Investments Co., Ltd. 3%100 3,475 Front Row Advisors LLC no change 13
CULLEN FROST BANKERS INC bought100 100 EARNEST PARTNERS LLC no change 21
NOMURA ASSET MANAGEMENT CO LTD 1%97 9,385 Lenox Wealth Advisors, Inc. no change 24
QUADRANT CAPITAL GROUP LLC bought83 83 GANNETT WELSH & KOTLER no change 26
Allianz Asset Management AG 0%77 27,566 AIA Investment Management Private Ltd no change 60
CIBC Global Asset Management Inc 1%66 4,501 CFM WEALTH PARTNERS LLC no change 72
Steward Partners Investment Advisory, LLC 31%64 273 Livforsakringsaktiebolaget Skandia (publ) no change 500
Campbell Wealth Management bought62 62 Robeco Institutional Asset Management B.V. no change 682
TRUSTCORE FINANCIAL SERVICES, LLC bought60 60 Summit Investment Advisors, Inc. no change 868
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought57 57 Bartlett & Co. LLC no change 900
Gemmer Asset Management LLC bought54 54 BALDWIN BROTHERS INC/MA no change 490
Parkside Financial Bank & Trust 49%53 161 North Star Investment Management Corp. no change 350
Berman Capital Advisors, LLC 88%49 105 Sandy Spring Bank no change 75
Sumitomo Mitsui Asset Management Company, LTD 2%49 3,165 Baystate Wealth Management LLC no change 86
Larson Financial Group LLC bought48 48 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 101
EATON VANCE MANAGEMENT 0%48 29,310 Riverview Trust Co no change 129
CSat Investment Advisory, L.P. 35%33 128 THOMPSON SIEGEL & WALMSLEY LLC no change 10
Price Wealth Management, Inc. bought31 31
ENTERPRISE FINANCIAL SERVICES CORP bought29 29
Neo Ivy Capital Management bought29 29
Evolution Wealth Advisors, LLC bought28 28
Kistler-Tiffany Companies, LLC 27%27 127
Zions Bancorporation, N.A. bought20 20
TRUE Private Wealth Advisors bought18 18
MASSMUTUAL TRUST CO FSB/ADV 67%16 40
Valeo Financial Advisors, LLC 214%15 22
PROEQUITIES, INC. bought14 14
SMITHFIELD TRUST CO 2%13 759
McIlrath & Eck, LLC bought12 12
BROWN BROTHERS HARRIMAN & CO bought11 11
Hartland & Co., LLC 2%11 491
SENTRY INVESTMENT MANAGEMENT INC 0%10 3,092
CX Institutional 41%9 31
Ranger Investment Management, L.P. bought7 7
Balentine LLC 7%4 59
TCI Wealth Advisors, Inc. 75%3 7
Penserra Capital Management LLC 3%3 90
HHM Wealth Advisors, LLC bought2 2
Procyon Private Wealth Partners, LLC bought2 2
EVOKE WEALTH, LLC 7%2 31
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