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STOCK TICKER:
Suncor Energy Inc.   (ticker: SU)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 85
0 100 85
Current Holdings: 1,002,197,686
Previous Holdings: 702,913,707
Change: 42.58%
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)
ROYAL BANK OF CANADA bought72,587,170 72,587,170 UBS Group AG 68%7,846,451 3,680,276
VANGUARD GROUP INC bought49,825,805 49,825,805 Capital Research Global Investors 51%6,776,998 6,469,235
Invesco Ltd. bought35,202,667 35,202,667 HENDERSON GROUP PLC 78%6,167,881 1,729,766
PUBLIC INVESTMENT FUND 67%20,527,736 50,975,315 DEUTSCHE BANK AG 48%4,045,969 4,375,210
FMR LLC bought18,694,905 18,694,905 MACKENZIE FINANCIAL CORP 22%3,666,955 13,248,370
BANK OF NOVA SCOTIA / bought15,425,444 15,425,444 Neuberger Berman Group LLC 71%3,034,672 1,248,777
CIBC World Markets Inc. bought14,571,439 14,571,439 FIERA SCEPTRE INC. 46%2,969,152 3,493,898
FIL Ltd 18%12,911,358 85,847,964 TD ASSET MANAGEMENT INC 8%2,851,718 34,160,504
Beutel, Goodman & CO Ltd. bought11,975,740 11,975,740 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 99%2,737,749 17,727
DODGE & COX(DODGE & COX) 17%8,748,900 59,262,754 National Pension Service sold2,189,676 0
D. E. Shaw & Co., INC. (David E. Shaw) bought6,647,270 6,647,270 LORD ABBETT & CO LLC sold1,991,119 0
BANK OF AMERICA CORP /DE/ bought6,290,034 6,290,034 Burgundy Asset Management Ltd. sold1,855,143 0
Clearbridge Advisors, LLC bought5,684,208 5,684,208 Assenagon Asset Management S.A. 98%1,696,411 37,664
LUMINUS MANAGEMENT LLC bought4,750,000 4,750,000 APG All Pensions Group 24%1,662,536 5,146,749
MORGAN STANLEY bought4,312,308 4,312,308 QV Investors Inc. 41%1,642,248 2,345,455
Berkshire Hathaway Inc(Warren Buffett) 28%4,252,494 19,201,525 WELLINGTON MANAGEMENT CO LLP 28%1,176,443 2,953,335
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 25%3,750,000 18,950,000 SPRING CREEK CAPITAL LLC sold1,148,771 0
GUARDIAN CAPITAL LP bought3,251,653 3,251,653 Connor, Clark & Lunn Investment Management Ltd. 11%1,050,494 8,260,551
Goodman & Company, Investment Counsel Ltd. 15%3,072,004 23,469,807 BARCLAYS PLC 88%913,188 119,359
BROWN ADVISORY HOLDINGS INC bought2,767,226 2,767,226 CREDIT SUISSE/ 15%719,302 4,142,137
GEODE CAPITAL MANAGEMENT LLC bought2,730,769 2,730,769 LETKO, BROSSEAU & ASSOCIATES INC 6%692,970 11,090,082
ING INVESTMENT MANAGEMENT, INC. 187%2,545,300 3,903,616 Alyeska Investment Group, L.P. sold687,979 0
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 88%2,406,733 5,141,145 Bridgewater Associates, Inc.(Raymond Dalio) sold589,873 0
OMERS ADMINISTRATION CORP bought2,207,762 2,207,762 Public Sector Pension Investment Board 21%554,634 2,028,584
BANK OF MONTREAL /CAN/ 5%2,128,359 45,316,496 Point72 Asset Management, L.P. 21%439,055 1,666,149
PRICE T ROWE ASSOCIATES INC /MD/ bought2,042,719 2,042,719 WELLS FARGO & CO/MN 6%393,705 6,267,333
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought1,820,285 1,820,285 BRADLEY FOSTER & SARGENT INC/CT 67%393,132 194,797
HSBC HOLDINGS PLC bought1,689,045 1,689,045 Cardinal Capital Management, Inc. 18%387,639 1,716,486
NORTHERN TRUST CORP bought1,664,974 1,664,974 Bank of New York Mellon CORP 12%379,138 2,761,205
AMERIPRISE FINANCIAL INC bought1,639,700 1,639,700 Addenda Capital Inc. 30%352,677 826,514
GOLDMAN SACHS GROUP INC bought1,469,842 1,469,842 TORON CAPITAL MARKETS INC. 10%335,923 2,904,342
TWO SIGMA ADVISERS, LLC bought1,417,881 1,417,881 JARISLOWSKY FRASER LTD 29%324,511 797,982
BABSON CAPITAL MANAGEMENT LLC bought1,242,073 1,242,073 Korea Investment CORP 16%303,487 1,644,886
GREAT WEST LIFE ASSURANCE CO /CAN/ 8%1,202,080 16,477,669 ALLIANCEBERNSTEIN L.P. 44%303,020 390,135
State of Tennessee, Treasury Department bought1,158,773 1,158,773 Mitsubishi UFJ Trust & Banking Corp 100%283,311 1,043
DekaBank Deutsche Girozentrale 49%946,717 2,895,626 Zurcher Kantonalbank (Zurich Cantonalbank) 29%273,067 682,285
Artisan Partners Limited Partnership 6%894,284 14,806,163 GLUSKIN SHEFF & ASSOC INC 18%270,176 1,232,788
CANADA PENSION PLAN INVESTMENT BOARD 266%887,744 1,221,442 Gotham Asset Management, LLC sold249,599 0
CIBC Global Asset Management Inc 5%773,572 16,348,076 RAYMOND JAMES & ASSOCIATES 33%231,210 469,313
AMF Pensionsforsakring AB 3,240%753,672 776,936 Allianz Asset Management AG 23%211,842 720,209
Arosa Capital Management LP bought703,298 703,298 Hillsdale Investment Management Inc. 65%192,900 103,980
PIONEER INVESTMENT MANAGEMENT INC bought619,561 619,561 Value Partner Investments Inc. sold170,574 0
SCHRODER INVESTMENT MANAGEMENT GROUP bought616,883 616,883 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 49%164,326 170,814
PICTET ASSET MANAGEMENT LTD bought614,415 614,415 M&T BANK CORP 54%154,685 129,987
BALYASNY ASSET MANAGEMENT LLC bought586,999 586,999 PARAMETRIC PORTFOLIO ASSOCIATES 13%154,375 1,025,764
Polar Securities Inc. bought580,200 580,200 M&G INVESTMENT MANAGEMENT LTD 16%144,673 761,658
AMP Capital Investors Ltd bought568,517 568,517 Sanders Capital, LLC 0%144,627 28,947,076
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 127%552,787 988,985 BLAIR WILLIAM & CO/IL 23%130,564 438,226
J P MORGAN CHASE & CO 13%546,793 4,902,151 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO sold130,500 0
Swiss National Bank 8%490,100 6,518,712 FRANKLIN RESOURCES INC 3%122,589 3,598,421
Deep Basin Capital LP bought478,369 478,369 Soapstone Management L.P. sold117,500 0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought397,099 397,099 Aperio Group, LLC 20%110,213 439,724
Walleye Trading LLC bought392,400 392,400 SG Americas Securities, LLC 56%102,872 80,021
GUARDIAN CAPITAL ADVISORS LP bought374,815 374,815 DIVIDEND GROWTH ADVISORS, LLC 88%100,684 14,004
LYRICAL ASSET MANAGEMENT LP 4%373,570 8,911,313 Cinctive Capital Management LP 79%97,930 25,870
HEARTLAND ADVISORS INC bought368,726 368,726 CHECK CAPITAL MANAGEMENT INC/CA 6%95,892 1,504,996
Quadrature Capital Ltd bought360,800 360,800 Laurion Capital Management LP sold94,200 0
TWO SIGMA INVESTMENTS LLC bought358,749 358,749 Sumitomo Mitsui Trust Holdings, Inc. 1%83,611 6,579,814
VOLORIDGE INVESTMENT MANAGEMENT, LLC bought336,560 336,560 FDx Advisors, Inc. sold80,176 0
Soros Fund Management LLC(George Soros) bought300,000 300,000 LAZARD ASSET MANAGEMENT LLC 2%79,645 3,479,018
MILLENNIUM MANAGEMENT LLC bought273,104 273,104 Unigestion Holding SA sold71,200 0
Scheer, Rowlett & Associates Investment Management Ltd. 23%253,650 1,362,906 Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 3%66,300 2,107,575
CastleArk Alternatives, LLC 1,738%240,440 254,275 WELCH & FORBES LLC 18%56,915 259,829
Burns Wealth Management, Inc. bought240,359 240,359 THOMAS WHITE INTERNATIONAL LTD sold53,930 0
Atlantic Trust Group, LLC 73%219,922 520,657 Russell Investments Group, Ltd. 6%47,791 717,920
Advisors Asset Management, Inc. bought209,204 209,204 VIKING FUND MANAGEMENT LLC 43%45,000 60,000
CAPITAL FUND MANAGEMENT S.A. 62%206,212 540,052 LEGAL & GENERAL GROUP PLC 1%44,563 7,076,724
Cubist Systematic Strategies, LLC 534%203,839 242,026 WOLVERINE TRADING, LLC 18%44,116 204,125
Atom Investors LP bought194,928 194,928 Cutler Group LP 48%42,963 46,337
BROOKFIELD ASSET MANAGEMENT INC. bought192,342 192,342 CenterStar Asset Management, LLC sold41,100 0
BAROMETER CAPITAL MANAGEMENT INC. bought189,900 189,900 COMMERZBANK AKTIENGESELLSCHAFT /FI sold40,345 0
Qube Research & Technologies Ltd bought172,197 172,197 Mn Services Vermogensbeheer B.V. 7%39,200 507,536
CASTLEARK MANAGEMENT LLC 2,522%169,630 176,355 ARONSON & JOHNSON & ORTIZ, LP sold37,700 0
SUNRISE PARTNERS LLC /CT 251%166,587 233,085 CONNING Asset Management Co. 14%36,046 215,841
Centenus Global Management, LP bought165,656 165,656 OPPENHEIMER ASSET MANAGEMENT INC 98%35,977 889
Renaissance Technologies(Jim Simons) 62%160,914 421,640 AVIVA PLC 6%32,590 510,103
DORCHESTER WEALTH MANAGEMENT Co 47%156,578 487,999 Ilmarinen Mutual Pension Insurance Co 6%29,848 474,152
ADAGE CAPITAL PARTNERS GP LLC bought150,000 150,000 MCKINLEY CAPITAL MANAGEMENT INC /AK sold27,862 0
SNOW CAPITAL MANAGEMENT LP (Richard Snow) bought148,507 148,507 FIRST TRUST ADVISORS LP sold25,092 0
AIGEN INVESTMENT MANAGEMENT, LP bought146,753 146,753 FOSTER & MOTLEY INC sold23,660 0
Schonfeld Strategic Advisors LLC bought145,172 145,172 Adalta Capital Management LLC sold22,500 0
PCJ Investment Counsel Ltd. 78%140,940 320,745 SEI INVESTMENTS CO 10%19,538 181,666
USS Investment Management Ltd 253%140,488 195,967 Freestone Capital Holdings, LLC 30%18,815 44,202
ING INVESTMENT MANAGEMENT LLC bought130,560 130,560 SYNOVUS FINANCIAL CORP 56%17,435 13,792
HITE Hedge Asset Management LLC bought127,043 127,043 GATEWAY INVESTMENT ADVISERS LLC 38%16,639 27,445
CITIGROUP INC 17%125,967 864,414 VIRGINIA RETIREMENT SYSTEMS ET AL 6%15,300 230,300
Recurrent Investment Advisors LLC bought123,952 123,952 World Asset Management Inc sold14,591 0
SIT INVESTMENT ASSOCIATES INC bought115,940 115,940 LINCOLN NATIONAL CORP 48%14,550 15,891
Willingdon Wealth Management 84%115,182 251,783 EAGLE GLOBAL ADVISORS LLC 11%14,198 116,401
Twin Tree Management, LP 105%109,017 212,917 VAN ECK ASSOCIATES CORP 26%14,107 39,987
AXA bought106,273 106,273 TORONTO DOMINION BANK 100%14,107 8
ARCADIA INVESTMENT MANAGEMENT CORP/MI bought105,619 105,619 Riverview Trust Co sold13,255 0
Crossmark Global Holdings, Inc. bought100,112 100,112 Hammer Asset Management, LLC sold13,098 0
BRIDGEWAY CAPITAL MANAGEMENT INC bought99,700 99,700 BRINKER CAPITAL INC 7%13,010 166,605
SCOTIA CAPITAL INC. 2%96,735 4,783,268 Lingohr & Partner Asset Management GmbH sold12,921 0
Quantbot Technologies LLC bought89,144 89,144 EXCHANGE TRADED CONCEPTS, LLC sold12,393 0
Mitsubishi UFJ Securities International PLC bought85,000 85,000 Fisher Asset Management, LLC(Kenneth L. Fisher) sold11,855 0
Greenline Partners, LLC 25%77,138 381,601 FIFTH THIRD BANCORP 61%11,361 7,121
Virtus ETF Advisers LLC bought76,921 76,921 ROBERTS GLORE & CO INC /IL/ sold11,178 0
Susquehanna International Group, LLP 10%75,540 824,400 WESTPAC BANKING CORP 5%11,100 217,060
Guinness Asset Management LTD 26%72,000 349,782 VALICENTI ADVISORY SERVICES INC 4%10,972 254,375
Raymond James Financial Services Advisors, Inc. bought62,885 62,885 RMB Capital Management, LLC sold10,786 0
JENNISON ASSOCIATES LLC 4%62,018 1,812,772 Manitou Investment Management Ltd. sold10,762 0
BESSEMER GROUP INC 1,247%60,910 65,795 PEAPACK GLADSTONE FINANCIAL CORP sold10,495 0
STATE STREET CORP bought60,790 60,790 HARBOR INVESTMENT ADVISORY, LLC 24%9,777 30,835
AGF FUNDS INC 2%60,511 3,036,769 FIRST FINANCIAL CORP /IN/ 31%8,080 18,406
TWO SIGMA SECURITIES, LLC bought57,937 57,937 WHITTIER TRUST CO 91%8,000 838
Hexavest Inc. 171%54,947 87,037 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 32%7,779 16,294
Stonehage Fleming Financial Services Holdings Ltd bought54,351 54,351 Capital Bank & Trust Co sold7,595 0
South Dakota Investment Council 30%54,000 236,878 Skandinaviska Enskilda Banken AB (publ) 6%6,700 99,700
PenderFund Capital Management Ltd. bought47,400 47,400 WASHINGTON TRUST CO 33%6,648 13,576
ETRADE Capital Management LLC 29%40,741 179,141 Laurel Wealth Advisors, Inc. sold6,614 0
GaveKal Capital, LLC bought39,852 39,852 Pacifica Partners Inc. 14%6,538 39,689
BB&T CORP bought37,980 37,980 KORNITZER CAPITAL MANAGEMENT INC /KS 6%6,250 90,185
MANUFACTURERES LIFE INSURANCE CO bought36,650 36,650 BANK OF NOVA SCOTIA TRUST CO 1%5,655 621,693
BRANDYWINE TRUST CO bought35,476 35,476 HighTower Advisors, LLC 25%5,234 15,771
MILLER HOWARD INVESTMENTS INC /NY bought34,055 34,055 FNY Investment Advisers, LLC sold5,000 0
CANANDAIGUA NATIONAL CORP bought32,681 32,681 THORNBURG INVESTMENT MANAGEMENT INC sold4,529 0
AlphaCrest Capital Management LLC 279%32,312 43,911 TRUST CO OF VERMONT 48%4,407 4,745
Nikko Asset Management Americas, Inc. 18%30,995 201,850 Archer Investment Corp sold4,100 0
Cumberland Partners Ltd 18%29,741 190,683 UNIONBANCAL CORP 4%3,572 87,691
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0%28,002 40,639,179 NEVILLE RODIE & SHAW INC 21%3,495 13,023
Dynamic Technology Lab Private Ltd 59%27,942 74,904 CEDAR CAPITAL, LLC 13%3,119 21,510
Marshall Wace North America, L.P. bought27,000 27,000 Inscription Capital, LLC 17%3,082 14,727
TCF National Bank 69%26,512 64,906 HENNESSY ADVISORS INC 2%3,000 163,700
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought24,664 24,664 CLARET ASSET MANAGEMENT Corp 12%2,917 21,555
QS Investors, LLC bought24,022 24,022 Perkins Coie Trust Co 24%2,528 7,984
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 14%22,935 189,961 GLENMEDE TRUST CO NA 13%2,516 17,490
GSA CAPITAL PARTNERS LLP bought22,518 22,518 RAYMOND JAMES TRUST CO 10%2,395 22,470
PROSPECTOR PARTNERS LLC 8%22,200 293,900 LPL Financial CORP 2%2,347 103,807
SPRINGBOK CAPITAL MANAGEMENT, LLC bought22,000 22,000 SHELL ASSET MANAGEMENT CO 2%2,200 123,045
STATE OF WISCONSIN INVESTMENT BOARD 1%19,515 2,757,304 9258 Wealth Management, LLC 11%2,127 16,946
RSM US WEALTH MANAGEMENT LLC bought18,760 18,760 COMMONWEALTH EQUITY SERVICES, LLC. 8%2,094 23,164
Proficio Capital Partners LLC bought18,446 18,446 KINGS POINT CAPITAL MANAGEMENT sold2,000 0
COLONY GROUP LLC 3%18,094 597,984 Jacobi Capital Management LLC 99%1,993 15
Goss Wealth Management LLC bought16,625 16,625 HUNTINGTON NATIONAL BANK 27%1,904 5,206
HAP Trading, LLC bought16,500 16,500 PEOPLES FINANCIAL SERVICES CORP. 21%1,800 6,578
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main bought16,362 16,362 TRADITION ASSET MANAGEMENT LLC 13%1,750 11,476
FOX RUN MANAGEMENT, L.L.C. bought16,351 16,351 CWM, LLC 18%1,644 7,261
Baird Financial Group, Inc. bought16,219 16,219 Balentine LLC 77%1,603 487
WETHERBY ASSET MANAGEMENT INC bought15,448 15,448 LOCUST WOOD CAPITAL ADVISERS, LLC 0%1,310 1,676,806
WASATCH ADVISORS INC 7%15,426 228,000 TOBIAS FINANCIAL ADVISORS, INC. sold1,200 0
Comprehensive Portfolio Management, LLC bought14,945 14,945 PROEQUITIES, INC. 88%1,186 168
Qtron Investments LLC bought14,104 14,104 AUGUSTINE ASSET MANAGEMENT INC 1%1,137 83,102
MONTGOMERY INVESTMENT MANAGEMENT INC 19%13,900 89,000 Rockefeller Capital Management L.P. 4%1,063 25,010
Virtu Financial LLC bought13,517 13,517 Bartlett & Co. LLC sold1,000 0
WELD CAPITAL MANAGEMENT LLC bought13,344 13,344 Steward Partners Investment Advisory, LLC 30%889 2,099
CSS LLC/IL bought13,220 13,220 PNC FINANCIAL SERVICES GROUP INC 4%798 17,464
Campbell & CO Investment Adviser LLC bought12,697 12,697 SHINE INVESTMENT ADVISORY SERVICES INC 28%642 1,692
REGIONS FINANCIAL CORP 14%12,685 101,219 CIGNA INVESTMENTS INC /NEW 3%623 22,409
BANK OF HAWAII bought12,566 12,566 Arete Wealth Advisors, LLC 4%611 13,189
Prospera Financial Services bought11,372 11,372 AMERITAS INVESTMENT CORP sold597 0
Venture Visionary Partners LLC bought10,996 10,996 AdvisorNet Financial, Inc 2%580 35,770
Capital World Investors 0%10,899 9,524,276 Cubic Asset Management, LLC 0%570 120,328
GUGGENHEIM CAPITAL LLC 40%10,647 37,347 GABLES CAPITAL MANAGEMENT INC. 18%500 2,300
Davis-Rea Ltd. bought10,253 10,253 CITIZENS FINANCIAL GROUP INC/RI 66%488 255
SCP Investment, LP bought10,000 10,000 EATON VANCE MANAGEMENT 2%429 19,735
ENVESTNET ASSET MANAGEMENT INC 6%8,000 151,983 Hanson McClain, Inc. 52%415 380
BBVA USA BANCSHARES INC 14%7,678 62,254 J. W. Coons Advisors, LLC 2%400 21,900
JANE STREET GROUP, LLC 2%6,979 342,378 Capital Research & Management Co - Division 3 0%397 35,778,586
WADDELL & REED FINANCIAL INC 3%6,785 249,371 Financial Architects, Inc sold352 0
CANANDAIGUA NATIONAL BANK & TRUST CO 14%6,780 53,977 STEPHENSON NATIONAL BANK & TRUST 4%350 9,617
Osborn Rohs Williams & Donohoe Ltd bought6,750 6,750 Wealthcare Advisory Partners LLC sold348 0
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2%6,624 327,567 HOWE & RUSLING INC sold348 0
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought6,450 6,450 Pinnacle Bank 53%325 294
BLUESTEIN R H & CO 60%6,000 16,000 SMITHFIELD TRUST CO sold307 0
K.J. Harrison & Partners Inc 36%6,000 22,570 Investors Research Corp 2%300 19,477
Banque Cantonale Vaudoise bought5,500 5,500 Delta Investment Management, LLC 1%260 19,128
Candriam Luxembourg S.C.A. 10%5,435 60,240 Sawyer & Company, Inc 1%250 25,536
COMMERCE BANK N A/MO 33%5,338 21,649 MBE Wealth Management, LLC sold250 0
Hillstrust 50%5,176 15,441 OPTIMUM INVESTMENT ADVISORS sold236 0
KCS Wealth Advisory 16%5,156 38,126 US BANCORP DE 0%213 64,004
PINNACLE ASSOCIATES LTD 12%4,940 46,006 Savior LLC 37%202 338
QUADRANT CAPITAL GROUP LLC bought4,732 4,732 Advisory Alpha, LLC sold200 0
Manning & Napier Group, LLC 3%4,625 161,073 IFP Advisors, Inc 13%198 1,302
Vestmark Advisory Solutions, Inc. 39%4,443 15,976 Arden Trust Co 0%178 37,640
Financial Network bought4,281 4,281 NEXT Financial Group, Inc sold176 0
AMERICAN CENTURY COMPANIES INC 13%4,117 35,283 Ironwood Wealth Management, llc 62%165 100
Jones Collombin Investment Counsel Inc 3%4,006 147,748 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 14%120 748
CAPTRUST FINANCIAL ADVISORS 12%4,002 38,772 BerganKDV Wealth Management, LLC sold109 0
Nexus Investment Management Inc. 1%3,850 602,806 Barnett & Company, Inc. sold108 0
Private Advisor Group, LLC bought3,654 3,654 ASSOCIATED BANC-CORP sold103 0
LINCLUDEN MANAGEMENT LTD 47%3,605 11,210 Lenox Wealth Management, Inc. sold101 0
Tower Research Capital LLC bought3,254 3,254 HighMark Wealth Management LLC sold84 0
ONTARIO TEACHERS PENSION PLAN BOARD 12%3,192 28,775 Sandy Spring Bank 62%80 50
CULLEN FROST BANKERS INC 1,286%2,700 2,910 Lee Financial CORP sold77 0
HORIZON ASSET MANAGEMENT INC/NY 4%2,667 69,237 Wealth Quarterback LLC sold59 0
Princeton Global Asset Management LLC 3%2,227 87,931 Blume Capital Management, Inc. 11%50 400
EVOKE WEALTH, LLC 31%2,176 9,176 Patriot Financial Group Insurance Agency, LLC 21%45 168
Man Group plc 0%1,924 955,446 Prestige Wealth Management Group LLC sold44 0
First Command Bank bought1,890 1,890 Harwood Advisory Group, LLC sold37 0
First Command Financial Services, Inc. bought1,890 1,890 Horan Securities, Inc. sold21 0
Bollard Group LLC bought1,830 1,830 Altshuler Shaham Ltd sold10 0
AMG National Trust Bank bought1,698 1,698 Arkadios Wealth Advisors sold7 0
Rosenberg Matthew Hamilton bought1,685 1,685 MASSMUTUAL TRUST CO FSB/ADV sold6 0
Janney Montgomery Scott LLC 8%1,536 20,158 Community Bank, N.A. no change 2,500
Kore Private Wealth LLC bought1,486 1,486 NICOLA WEALTH MANAGEMENT LTD. no change 390,600
Cornerstone Advisors, Inc. 86%1,398 3,028 Cordasco Financial Network no change 1,645
First Bank & Trust 108%1,343 2,581 MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH no change 1,515
STEPHENS INC /AR/ 6%1,274 22,898 Resource Management, LLC no change 248,119
STIFEL FINANCIAL CORP bought967 967 ACIMA PRIVATE WEALTH, LLC no change 1,450
ENTERPRISE FINANCIAL SERVICES CORP bought952 952 CIBC WORLD MARKETS CORP no change 1,996,095
BURNEY CO/ 21%949 5,440 Center for Financial Planning, Inc. no change 400
Procyon Private Wealth Partners, LLC bought894 894 GABELLI FUNDS LLC no change 191,500
Creative Planning 5%881 19,736 BENJAMIN F. EDWARDS & COMPANY, INC. no change 825
BROWN BROTHERS HARRIMAN & CO bought860 860 Heronetta Management, L.P. no change 97,000
JNBA Financial Advisors bought851 851 Sowell Financial Services LLC no change 2,600
TCTC Holdings, LLC bought850 850 Quinn Opportunity Partners LLC no change 164,420
Fairbanks Capital Management, Inc. 1%848 101,520 NEW YORK STATE COMMON RETIREMENT FUND no change 74,400
Asset Dedication, LLC 25%740 3,733 Inlet Private Wealth, LLC no change 47,659
Private Capital Group, LLC 33%706 2,820 Legacy Bridge, LLC no change 970
Valeo Financial Advisors, LLC 29%685 3,077 BANQUE PICTET & CIE SA no change 28,400
Eudaimonia Partners, LLC 66%676 1,697 GAGNON SECURITIES LLC no change 32,744
Barrett Asset Management, LLC bought650 650 Oakworth Capital, Inc. no change 807
Ensign Peak Advisors, Inc 1%645 70,853 Sonora Investment Management, LLC no change 779
Golden State Wealth Management, LLC bought600 600 Long Road Investment Counsel, LLC no change 20,360
SIGNATUREFD, LLC 8%580 7,914 Stonebridge Capital Advisors LLC no change 24
Parallel Advisors, LLC 293%554 743 TCI Wealth Advisors, Inc. no change 58
Gulf International Bank (UK) Ltd 2%500 32,529 Johnson Financial Group, Inc. no change 60
Global Wealth Management Investment Advisory, Inc. bought500 500 FIRST MANHATTAN CO no change 3,390
WEST BANCORPORATION INC 62%449 1,169 Norway Savings Bank no change 13
SALEM INVESTMENT COUNSELORS INC bought415 415 JFS WEALTH ADVISORS, LLC no change 6,000
COURIER CAPITAL CORP 2%403 26,119 FARMERS & MERCHANTS INVESTMENTS INC no change 5,540
Hanson Investment Management bought324 324 Plante Moran Financial Advisors Ltd Partnership no change 5,427
Zions Bancorporation, N.A. bought319 319 Roble, Belko & Company, Inc no change 85
NOMURA ASSET MANAGEMENT CO LTD 0%306 81,400 Coastal Capital Group, Inc. no change 100
Lindbrook Capital, LLC 18%275 1,830 tru Independence LLC no change 200
Verdence Capital Advisors LLC 1%268 29,192 AUA CAPITAL MANAGEMENT, LLC no change 200
JJJ Advisors Inc. bought224 224 EARNEST PARTNERS LLC no change 231
Gemmer Asset Management LLC bought212 212 CFM WEALTH PARTNERS LLC no change 130
Demars Financial Group, LLC bought200 200 MANCHESTER FINANCIAL INC no change 117
Global Retirement Partners, LLC 5%200 4,142 Silver Heights Capital Management Inc. no change 100
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 24%194 1,009 Truehand, Inc no change 103
Orion Portfolio Solutions, LLC bought187 187 Banco de Sabadell, S.A no change 6,090
CREATIVE FINANCIAL DESIGNS INC /ADV bought170 170 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 6,805
FLAGSHIP HARBOR ADVISORS, LLC 62%160 418 Guinness Atkinson Asset Management Inc no change 19,576
Westside Investment Management, Inc. bought113 113 NorthCoast Asset Management LLC no change 15,702
Rockbridge Investment Management, LCC bought113 113 Lombard Odier Asset Management (Europe) Ltd no change 13,961
Firestone Capital Management bought96 96 Column Capital Advisors, LLC no change 609
DIMENSIONAL FUND ADVISORS INC 0%87 6,061,785 Tradewinds Capital Management, LLC no change 268
Glassman Wealth Services 188%75 115 Kistler-Tiffany Companies, LLC no change 715
McIlrath & Eck, LLC bought31 31 Weaver Consulting Group no change 697
Berman Capital Advisors, LLC 11%19 197 Covington Capital Management no change 600
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0%14 9,025 Winslow, Evans & Crocker, Inc. no change 12,500
Front Row Advisors LLC 11%12 126 ROTHSCHILD INVESTMENT CORP /IL no change 10,000
Carroll Financial Associates, Inc. 1%11 1,575 HC FINANCIAL ADVISORS INC no change 550
Focused Wealth Management, Inc 1%2 253 AllSquare Wealth Management LLC no change 500
Sugarloaf Wealth Management, LLC 0%1 337 TRUSTCORE FINANCIAL SERVICES, LLC no change 600
WHITTIER TRUST CO OF NEVADA INC no change 10,012
KARPAS STRATEGIES LLC no change 10,800
Crewe Advisors LLC no change 10,794
DELTA ASSET MANAGEMENT LLC/TN no change 735
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