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STOCK TICKER:
W. P. Carey & Co. LLC   (ticker: WPC)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 96,380,244
Previous Holdings: 48,264,629
Change: 99.69%
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 bought24,810,290 24,810,290 AMERICAN CENTURY COMPANIES INC 78%444,901 128,875
COHEN & STEERS INC bought4,822,300 4,822,300 PGGM Investments 23%377,777 1,248,257
GEODE CAPITAL MANAGEMENT LLC bought2,626,704 2,626,704 HENDERSON GROUP PLC 82%343,395 73,312
J P MORGAN CHASE & CO 48%1,741,412 5,355,512 Unigestion Holding SA 98%341,451 5,666
NORTHERN TRUST CORP bought1,727,144 1,727,144 LEGAL & GENERAL GROUP PLC 15%317,013 1,820,817
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought1,191,807 1,191,807 Swiss National Bank 19%206,545 907,328
STATE STREET CORP 15%999,155 7,546,626 New England Investment & Retirement Group, Inc. 95%189,853 10,562
GOLDMAN SACHS GROUP INC bought821,924 821,924 HighTower Advisors, LLC 99%182,829 1,500
MORGAN STANLEY bought698,175 698,175 Summit Global Investments sold163,717 0
AMERIPRISE FINANCIAL INC bought675,074 675,074 DEUTSCHE BANK AG 37%137,882 235,031
BROWN ADVISORY HOLDINGS INC bought659,152 659,152 UBS Group AG 8%116,623 1,316,182
BANK OF AMERICA CORP /DE/ bought507,207 507,207 COMMONWEALTH EQUITY SERVICES, LLC. 6%106,399 1,576,198
ZACKS INVESTMENT MANAGEMENT bought485,376 485,376 FIRST TRUST ADVISORS LP 13%102,129 694,618
MILLENNIUM MANAGEMENT LLC bought467,382 467,382 NOMURA ASSET MANAGEMENT CO LTD 34%87,406 171,835
ROYAL BANK OF CANADA bought443,378 443,378 Arizona State Retirement System 68%85,178 40,130
BROOKFIELD ASSET MANAGEMENT INC. bought441,045 441,045 Alaska Retirement Management Board 61%76,603 48,612
Ranger Global Real Estate Advisors, LLC bought369,053 369,053 TORONTO DOMINION BANK sold69,095 0
PRICE T ROWE ASSOCIATES INC /MD/ bought315,416 315,416 EWG Elevate Inc. 45%63,221 77,976
Susquehanna International Group, LLP 91%309,687 650,636 RHUMBLINE ADVISERS 21%52,349 197,514
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought297,639 297,639 VICTORY CAPITAL MANAGEMENT INC 34%50,971 100,130
BB&T CORP bought244,012 244,012 GRUSS & CO INC sold40,877 0
CREDIT SUISSE/ 50%241,332 726,997 Private Advisor Group, LLC 38%39,808 64,710
APG All Pensions Group 264%225,768 311,268 Optimal Asset Management, Inc. sold36,079 0
Caption Management, LLC bought207,760 207,760 TOBAM sold35,979 0
Invesco Ltd. bought199,141 199,141 Willingdon Wealth Management 99%34,186 173
Alden Global Capital LLC bought193,400 193,400 PARAMETRIC PORTFOLIO ASSOCIATES 14%33,437 210,994
Twin Tree Management, LP 273%192,300 262,800 A. D. Beadell Investment Counsel, Inc. sold32,500 0
PRUDENTIAL FINANCIAL INC 931%192,228 212,870 Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 43%31,100 41,900
TWO SIGMA ADVISERS, LLC bought189,500 189,500 CAPITAL FUND MANAGEMENT S.A. 30%29,434 68,955
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 248%171,382 240,573 DAVIDSON D A & CO 71%29,204 11,820
Bank of New York Mellon CORP 21%165,904 964,980 WELLS FARGO & CO/MN 5%29,071 527,970
VIRGINIA RETIREMENT SYSTEMS ET AL 61%163,800 432,100 DAVENPORT & CO LLC 4%28,576 712,984
PIONEER INVESTMENT MANAGEMENT INC bought148,277 148,277 MACKENZIE FINANCIAL CORP 64%28,559 16,225
HSBC HOLDINGS PLC bought144,777 144,777 TFG Advisers LLC sold26,996 0
AMP Capital Investors Ltd bought144,766 144,766 NEW YORK STATE COMMON RETIREMENT FUND 9%26,500 279,600
Foundry Partners, LLC bought139,274 139,274 Aperio Group, LLC 34%26,335 51,436
Feltz Wealth PLAN Inc. bought129,173 129,173 CHICAGO EQUITY PARTNERS LLC 54%25,800 21,605
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 10,103%124,369 125,600 Russell Investments Group, Ltd. 54%25,083 20,978
HGI Capital Management, LLC bought122,940 122,940 Richard Bernstein Advisors LLC sold24,729 0
JANE STREET GROUP, LLC 352%119,677 153,722 Krueger & Catalano Capital Partners, LLC sold19,479 0
Hanson McClain, Inc. 2,708%110,878 114,972 STRS OHIO 7%19,253 238,014
QS Investors, LLC bought110,074 110,074 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 67%18,600 9,300
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4%105,683 2,711,095 SUNRISE PARTNERS LLC /CT sold18,384 0
Marshall Wace North America, L.P. bought104,409 104,409 FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 24%18,100 58,238
BARCLAYS PLC 139%97,154 166,813 Candriam Luxembourg S.C.A. 97%17,505 500
PICTET ASSET MANAGEMENT LTD bought91,884 91,884 DIAM Co., Ltd. 4%16,510 443,314
FMR LLC bought90,635 90,635 Winton Capital Group Ltd sold16,124 0
D. E. Shaw & Co., INC. (David E. Shaw) bought70,631 70,631 FIRST MANHATTAN CO 59%15,500 10,970
HRT FINANCIAL LLC bought65,171 65,171 LPL Financial CORP 3%14,877 450,865
Mutual Advisors, LLC bought63,839 63,839 Multi-Financial Securities Corp 41%14,338 20,235
BNP Paribas Investment Partners S.A. 33%61,924 247,361 Neuberger Berman Group LLC 27%13,815 37,774
Andra AP-fonden bought59,500 59,500 OLD MISSION CAPITAL LLC sold13,319 0
CITIGROUP INC 64%57,384 147,247 MERCER GLOBAL ADVISORS INC /ADV 75%12,572 4,090
Pinz Capital Management, LP bought53,100 53,100 OPSEU Pension Plan Trust Fund sold12,412 0
Monashee Investment Management LLC bought50,000 50,000 Richard P Slaughter Associates Inc sold12,114 0
National Pension Service 20%48,194 288,070 MACKAY SHIELDS LLC 95%11,788 600
CENTERSQUARE INVESTMENT MANAGEMENT LLC 180%48,192 74,922 National Asset Management, Inc. 100%10,753 18
Forward Management, LLC bought45,000 45,000 CANADA PENSION PLAN INVESTMENT BOARD 3%10,675 376,596
SG Americas Securities, LLC 162%44,811 72,389 CHESLEY TAFT & ASSOCIATES LLC/IL sold10,142 0
BAHL & GAYNOR INC bought43,980 43,980 ATLANTA FINANCIAL ASSOCIATES LLC /ADV 37%10,004 16,993
MERITAGE PORTFOLIO MANAGEMENT bought41,503 41,503 Western Wealth Management, LLC sold9,933 0
HighPoint Advisor Group LLC bought41,240 41,240 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 5%9,760 187,218
Standard Life Aberdeen plc bought41,227 41,227 Achmea Investment Management B.V. 35%9,651 18,215
TWO SIGMA INVESTMENTS LLC bought41,213 41,213 FFCM LLC sold9,632 0
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 3%40,906 1,429,544 Raymond James Financial Services Advisors, Inc. 9%9,530 97,991
Utah Retirement Systems bought38,764 38,764 BLAIR WILLIAM & CO/IL 14%9,267 57,017
ENVESTNET ASSET MANAGEMENT INC 32%38,699 158,100 Aurora Private Wealth, Inc. 35%8,719 16,264
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought35,912 35,912 PRUDENTIAL CORP PLC sold8,609 0
Handelsbanken Fonder AB bought35,907 35,907 Treasurer of the State of North Carolina 11%8,265 65,464
Rafferty Asset Management, LLC 464%33,659 40,919 PARSONS CAPITAL MANAGEMENT INC/RI 66%8,248 4,250
WOLVERINE TRADING, LLC 59%31,307 84,580 Sigma Planning Corp 35%7,939 14,717
DIMENSIONAL FUND ADVISORS INC 1%28,827 2,561,040 TEACHER RETIREMENT SYSTEM OF TEXAS 58%7,828 5,654
ING INVESTMENT MANAGEMENT LLC bought27,807 27,807 Illinois Municipal Retirement Fund sold7,071 0
Orinda Asset Management LLC 125%25,000 45,000 Dai-Ichi Life Insurance Company, Ltd 33%7,006 14,028
BOOTHBAY FUND MANAGEMENT, LLC bought24,882 24,882 CAPITAL MANAGEMENT ASSOCIATES /NY/ sold7,000 0
BlueMar Capital Management, LLC bought24,700 24,700 Cullen Capital Management, LLC sold6,965 0
Magnetar Financial LLC bought23,930 23,930 Integrys Wealth Advisors LLC 8%6,708 75,423
Point72 Asset Management, L.P. bought23,300 23,300 IHT Wealth Management, LLC 50%6,569 6,509
Ensign Peak Advisors, Inc 284%22,144 29,945 Atlantic Trust Group, LLC 60%6,527 4,325
DnB NOR Asset Management AS bought22,073 22,073 IFM Investors Pty Ltd 34%6,512 12,640
ProShare Advisors LLC bought21,790 21,790 VAN ECK ASSOCIATES CORP 14%6,354 38,749
DekaBank Deutsche Girozentrale 142%21,378 36,424 Total Clarity Wealth Management, Inc. sold6,300 0
FRANKLIN RESOURCES INC 34%21,126 83,419 Gratus Capital LLC sold5,747 0
Presima inc. bought18,861 18,861 XTX MARKETS LLC sold5,735 0
CI INVESTMENTS INC. bought18,859 18,859 State of New Jersey Common Pension Fund D 5%5,719 114,947
NISA INVESTMENT ADVISORS L L C 32%18,652 77,178 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 0%5,683 1,445,490
Virtue Capital Management, LLC bought15,929 15,929 Archer Investment Corp sold5,300 0
MML INVESTORS SERVICES, LLC 74%15,807 37,111 Blue Chip Partners, Inc. 53%5,044 4,542
WELLINGTON MANAGEMENT CO LLP 106%15,217 29,540 GAMCO INVESTORS, INC. ET AL 21%5,000 19,100
Weiss Multi-Strategy Advisers LLC bought14,022 14,022 BRADLEY FOSTER & SARGENT INC/CT sold5,000 0
Connor, Clark & Lunn Investment Management Ltd. bought13,175 13,175 Goss Wealth Management LLC sold4,768 0
J.W. COLE ADVISORS, INC. bought13,122 13,122 LEVEL FOUR ADVISORY SERVICES, LLC sold4,675 0
Heritage Wealth Advisors bought13,122 13,122 IFP Advisors, Inc 48%4,668 4,998
Janney Montgomery Scott LLC 22%12,759 72,076 Zurcher Kantonalbank (Zurich Cantonalbank) 6%4,659 75,098
SRS Capital Advisors, Inc. bought12,629 12,629 Royal Fund Management, LLC sold4,521 0
RVB CAPITAL MANAGEMENT LLC bought12,500 12,500 RAYMOND JAMES & ASSOCIATES 3%4,425 130,713
ACCIDENT COMPENSATION CORP 46%12,097 38,652 OREGON PUBLIC EMPLOYEES RETIREMENT FUND sold4,405 0
NICHOLAS CO INC /WI 14%12,000 95,300 PRINCIPAL FINANCIAL GROUP INC 24%4,405 14,261
Advisors Capital Management, LLC 3%11,957 410,465 Magnus Financial Group LLC sold4,369 0
PEAK6 Investments LLC bought11,700 11,700 Patton Albertson & Miller, LLC 23%4,367 14,252
MISSION CREEK CAPITAL PARTNERS, INC bought11,260 11,260 MITCHELL SINKLER & STARR/PA 50%4,350 4,280
S.A.C. Capital Advisors (Hong Kong) Ltd. 795%10,820 12,181 SlateStone Wealth, LLC sold4,300 0
Equitable Holdings, Inc. bought10,810 10,810 Financial Strategy Network, LLC 34%4,125 8,044
COLDSTREAM CAPITAL MANAGEMENT INC 105%10,672 20,873 PANAGORA ASSET MANAGEMENT INC 16%4,045 20,484
NN Investment Partners Holdings N.V. 4%10,529 304,999 NORTHSTAR INVESTMENT ADVISORS LLC 38%4,040 6,481
Waterloo Capital, L.P. bought10,500 10,500 IEQ CAPITAL, LLC sold3,916 0
FIRST QUADRANT L P/CA bought10,445 10,445 Private Advisory Group LLC sold3,841 0
Advisory Services Network, LLC bought9,998 9,998 Vestcor Investment Management Corp 66%3,693 1,927
BANK OF MONTREAL /CAN/ 12%9,132 85,867 WETHERBY ASSET MANAGEMENT INC sold3,683 0
GROUP ONE TRADING, L.P. bought9,011 9,011 Perennial Investment Advisors, LLC sold3,678 0
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 46%8,760 27,607 Evanson Asset Management, LLC sold3,670 0
SEEYOND bought8,711 8,711 Paradigm Financial Partners, LLC 17%3,560 16,912
Mirae Asset Global Investments Co., Ltd. 163%8,650 13,944 AGF FUNDS INC sold3,535 0
WESTPAC BANKING CORP 75%8,548 19,996 CULLEN FROST BANKERS INC 82%3,484 762
Davis Capital Management bought8,457 8,457 GATEWAY INVESTMENT ADVISERS LLC 2%3,461 170,980
CENTAURUS FINANCIAL, INC. 32%8,369 34,768 OAKBROOK INVESTMENTS LLC sold3,460 0
Voya Financial Advisors, Inc. bought8,329 8,329 Mitsubishi UFJ Trust & Banking Corp 66%3,430 1,747
Quantbot Technologies LLC bought8,256 8,256 ALLIANCEBERNSTEIN L.P. 2%3,369 168,257
SIMPLEX TRADING, LLC bought8,033 8,033 AQR CAPITAL MANAGEMENT LLC 18%3,238 14,935
AMALGAMATED BANK bought7,714 7,714 Banque Cantonale Vaudoise 25%3,200 9,400
ATRIA INVESTMENTS LLC bought7,683 7,683 AVIVA PLC 5%3,190 56,921
STATE OF WISCONSIN INVESTMENT BOARD 8%7,639 98,869 SYNOVUS FINANCIAL CORP 54%3,178 2,704
GREAT WEST LIFE ASSURANCE CO /CAN/ 4%7,537 185,204 AlphaCrest Capital Management LLC 31%3,161 7,109
OPPENHEIMER ASSET MANAGEMENT INC bought7,495 7,495 STEPHENS INC /AR/ 15%3,052 17,278
Capital Square, LLC 18%7,307 48,008 SIGNATUREFD, LLC 72%2,631 1,001
Belpointe Asset Management LLC bought7,306 7,306 Welch Group, LLC sold2,598 0
MADDEN SECURITIES Corp bought7,250 7,250 SEI INVESTMENTS CO 7%2,430 34,945
Legg Mason Asset Management (Japan) Co., Ltd. bought7,238 7,238 Baird Financial Group, Inc. 83%2,388 500
Cubist Systematic Strategies, LLC 99%6,819 13,735 Columbia Asset Management 11%2,335 18,265
Nuveen Asset Management, LLC 10%6,766 73,462 Wealthstar Advisors, LLC 6%2,061 31,281
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 10%6,766 73,462 BALDWIN BROTHERS INC/MA 50%2,000 2,000
DUPONT CAPITAL MANAGEMENT 20%6,758 40,995 Adams Wealth Management 14%1,990 12,299
XML Financial, LLC bought6,334 6,334 AE Wealth Management LLC 7%1,985 27,130
METROPOLITAN LIFE INSURANCE CO/NY 34%6,315 24,699 Independence Wealth Advisors, Inc. 20%1,859 7,575
Quantitative Systematic Strategies LLC bought6,192 6,192 Vident Investment Advisory, LLC 9%1,856 18,001
Cascadia Advisory Services, LLC bought6,106 6,106 Strategic Wealth Advisors Group,Inc. 11%1,782 14,351
H&H Retirement Design & Management INC bought6,063 6,063 BALLAST ADVISORS LLC sold1,781 0
KNOTT DAVID M bought6,000 6,000 Community Capital Management, Inc. 18%1,700 7,500
Kalos Management, Inc. bought5,812 5,812 SHEETS SMITH & ASSOCIATES INC 3%1,680 63,688
BERKSHIRE ASSET MANAGEMENT INC/PA 2%5,762 278,590 Allianz Asset Management AG 16%1,631 8,717
THRIVENT FINANCIAL FOR LUTHERANS 72%5,700 13,614 Patriot Financial Group Insurance Agency, LLC 73%1,594 599
Jackson Wealth Management, LLC bought5,656 5,656 AMERITAS INVESTMENT CORP sold1,550 0
DF DENT & CO INC bought5,625 5,625 AIA Investment Management Private Ltd sold1,529 0
Arete Wealth Advisors, LLC bought5,606 5,606 TOBIAS FINANCIAL ADVISORS, INC. sold1,527 0
VISTA INVESTMENT MANAGEMENT 141%5,388 9,213 KARPAS STRATEGIES LLC 2%1,500 60,225
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 6%5,367 94,718 INSIGHT 2811, INC. 15%1,499 8,726
Sawtooth Asset Management, Inc. bought5,236 5,236 Independent Advisor Alliance 13%1,433 9,664
Robeco Institutional Asset Management B.V. 16%5,214 37,138 Skandinaviska Enskilda Banken AB (publ) 4%1,324 30,651
Legacy Wealth Partners, Inc. bought5,159 5,159 BAINCO INTERNATIONAL INVESTORS sold1,315 0
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) bought5,000 5,000 Mirador Capital Partners LP 18%1,219 5,435
Colony Capital, Inc. 50%5,000 15,000 Private Ocean, LLC 93%1,205 92
Xact Kapitalforvaltning AB 16%4,994 37,204 Key FInancial Inc sold1,203 0
Cornerstone Wealth Management, LLC bought4,883 4,883 RMB Capital Management, LLC 4%1,124 24,340
PNC FINANCIAL SERVICES GROUP INC 12%4,883 45,884 ALLSTATE CORP 9%1,113 11,839
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC bought4,820 4,820 FLAGSHIP HARBOR ADVISORS, LLC 13%1,078 7,183
Teamwork Financial Advisors, LLC bought4,819 4,819 QCI ASSET MANAGEMENT INC/NY sold1,049 0
Engineers Gate Manager LP bought4,800 4,800 Horan Capital Advisors, LLC. 5%1,040 21,625
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 29%4,765 21,325 Alpha Omega Wealth Management LLC 5%1,000 18,860
Maple Capital Management, Inc. bought4,750 4,750 Mariner Wealth Advisors, LLC 7%984 14,073
Osborn Rohs Williams & Donohoe Ltd bought4,700 4,700 Sonora Investment Management, LLC 5%955 16,518
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought4,676 4,676 Kovack Advisors, Inc. 10%938 8,003
GLOBEFLEX CAPITAL L P bought4,590 4,590 Braun-Bostich & Associates Inc. 20%930 3,721
FORA Capital, LLC bought4,371 4,371 CEDAR CAPITAL, LLC 12%903 6,520
FIFTH THIRD BANCORP 79%4,271 9,671 Wellington Shields Capital Management, LLC 2%890 57,863
Resources Investment Advisors, Inc. bought4,156 4,156 BOSTON FAMILY OFFICE LLC 18%875 4,035
Hanson Investment Management bought4,103 4,103 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15%866 4,968
MACQUARIE GROUP LTD 9%4,059 51,610 Rockefeller Capital Management L.P. 93%787 55
Creative Planning 12%3,977 37,853 Allen Capital Group, LLC 9%767 7,320
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1%3,971 342,913 ALPS ADVISERS INC 6%709 10,343
Symphony Financial, Ltd. Co. bought3,904 3,904 Rock Point Advisors, LLC 2%660 42,184
Virtu Financial LLC bought3,818 3,818 MCMILLION CAPITAL MANAGEMENT INC sold653 0
GV Capital Management bought3,804 3,804 D.B. Root & Company, LLC 7%620 8,750
Vestmark Advisory Solutions, Inc. bought3,799 3,799 CX Institutional sold611 0
High Falls Advisors, Inc bought3,797 3,797 Eldridge Investment Advisors, Inc. 5%600 11,350
MEITAV DASH INVESTMENTS LTD bought3,739 3,739 V Wealth Management,LLC 3%597 20,798
Advisor OS, LLC bought3,721 3,721 Harwood Advisory Group, LLC sold594 0
Capital Asset Advisory Services LLC bought3,695 3,695 Steward Partners Investment Advisory, LLC 33%586 1,193
Menard Financial Group LLC bought3,666 3,666 Kingsview Wealth Management, LLC 11%580 4,483
Claraphi Advisory Network, LLC bought3,639 3,639 LS Investment Advisors, LLC sold563 0
MANUFACTURERES LIFE INSURANCE CO bought3,600 3,600 AMERICAN INTERNATIONAL GROUP INC 20%547 2,236
NorthRock Partners, LLC bought3,578 3,578 Baystate Wealth Management LLC 59%546 381
COMMERCE BANK N A/MO 3%3,551 118,198 Garrison Financial Corp 11%543 4,220
CARRET ASSET MANAGEMENT bought3,426 3,426 Detalus Advisors, LLC 8%542 6,640
MA Private Wealth bought3,394 3,394 Ancora Advisors, LLC 3%541 21,010
Alpha Cubed Investments, LLC bought3,375 3,375 Wellington Shields & Co., LLC 2%497 20,021
Atom Investors LP bought3,351 3,351 MEIJI YASUDA LIFE INSURANCE CO 13%489 3,216
GUGGENHEIM CAPITAL LLC 4%3,350 81,801 Carroll Financial Associates, Inc. 54%476 400
Homrich & Berg bought3,332 3,332 Buckingham Asset Management, LLC 8%466 5,568
Poehling Capital Management, LLC bought3,285 3,285 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 9%466 4,612
TWO SIGMA SECURITIES, LLC bought3,283 3,283 Ayrshire Capital Management LLC 6%446 7,167
OPPENHEIMER & CO INC bought3,219 3,219 FULLER & THALER ASSET MANAGEMENT, INC. 11%425 3,375
Walleye Trading Advisors, LLC bought3,217 3,217 EATON VANCE MANAGEMENT 0%387 107,585
WOODSTOCK CORP bought3,176 3,176 EPG Wealth Management LLC sold383 0
CWM, LLC 24%3,150 16,484 TOWNSQUARE CAPITAL LLC 11%365 3,046
Beacon Pointe Advisors, LLC bought3,138 3,138 ROPES WEALTH ADVISORS LLC 20%350 1,376
EXCHANGE TRADED CONCEPTS, LLC 6%3,107 52,495 Lucia Wealth Services, LLC 20%320 1,242
Dynamic Advisors Solutions LLC bought3,083 3,083 BEACON INVESTMENT ADVISORY SERVICES, INC. 3%304 9,402
BCS Wealth Management bought3,040 3,040 BROOKTREE CAPITAL MANAGEMENT sold300 0
Brookstone Capital Management bought3,029 3,029 Pennsylvania Trust Co 1%300 28,069
PROFUND ADVISORS LLC bought3,014 3,014 Conestoga Capital Advisors, LLC 6%300 4,550
Korea Investment CORP 7%3,000 46,000 TD ASSET MANAGEMENT INC 2%300 12,120
Private Harbour Investment Management & Counsel, LLC bought3,000 3,000 First Allied Advisory Services, Inc. 1%280 27,631
Head & Associates, LLC bought2,997 2,997 Community Bank, N.A. 35%265 497
Bank Julius Baer & Co. Ltd, Zurich bought2,994 2,994 Sowell Financial Services LLC 7%265 3,345
First Heartland Consultants, Inc. bought2,988 2,988 MDAM Asset Management Co., Ltd. 4%250 5,990
Redpoint Investment Management Pty Ltd 25%2,739 13,812 Sheaff Brock Investment Advisors, LLC 4%244 6,594
RFG Advisory Group, LLC 33%2,705 11,001 FIRST MIDWEST BANK TRUST DIVISION 3%244 8,708
Cetera Investment Advisers 29%2,520 11,213 Personal Capital Advisors Corp 5%240 4,839
Golden State Wealth Management, LLC bought2,468 2,468 Perigon Wealth Management, LLC 7%227 3,143
Ellis Investment Partners, LLC 732%2,342 2,662 Gradient Capital Advisors, LLC 1%224 26,541
PINNACLE FINANCIAL PARTNERS INC 24%2,300 11,950 MEEDER ASSET MANAGEMENT INC 96%211 8
Stony Point Wealth Management Inc. 4%2,283 60,764 HOWE & RUSLING INC 21%208 780
Advisors Asset Management, Inc. bought2,206 2,206 MARK SHEPTOFF FINANCIAL PLANNING, LLC 4%207 4,526
HM PAYSON & CO bought2,200 2,200 VALLEY NATIONAL ADVISERS INC sold183 0
CREATIVE FINANCIAL DESIGNS INC /ADV bought2,091 2,091 RAYMOND JAMES TRUST CO 3%168 5,971
Kore Private Wealth LLC bought2,035 2,035 REGIONS FINANCIAL CORP 4%150 4,087
Campbell Wealth Management 55%2,019 5,673 Weaver Consulting Group 0%140 32,810
Demars Financial Group, LLC bought1,945 1,945 Berman Capital Advisors, LLC 59%138 96
SALEM INVESTMENT COUNSELORS INC bought1,926 1,926 AdvisorNet Financial, Inc 1%128 19,886
FORSTA AP-FONDEN 6%1,800 29,800 PRIVATE TRUST CO NA 2%122 6,079
Tower Research Capital LLC bought1,794 1,794 WEDBUSH MORGAN SECURITIES INC 3%119 4,161
Sumitomo Mitsui Asset Management Company, LTD 10%1,779 19,826 Prestige Wealth Management Group LLC 89%118 15
RB Capital Management, LLC 27%1,706 7,954 COLONY GROUP LLC 3%109 3,884
COZAD ASSET MANAGEMENT INC 4%1,609 46,202 MASSMUTUAL TRUST CO FSB/ADV 86%108 17
Taylor Hoffman Wealth Management bought1,370 1,370 UNIONBANCAL CORP 17%100 500
Cutler Group LP 31%1,293 5,500 AllSquare Wealth Management LLC 4%100 2,300
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 26%1,173 5,624 GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES 1%100 19,600
NewFocus Financial Group, LLC 3%1,157 39,777 MBE Wealth Management, LLC sold100 0
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 4%1,143 31,496 Salomon & Ludwin, LLC sold88 0
NORDEA INVESTMENT MANAGEMENT AB 17%1,050 7,333 SCHAFER CULLEN CAPITAL MANAGEMENT INC 1%80 6,885
Wealthcare Advisory Partners LLC 6%1,050 19,128 IBM Retirement Fund 1%71 5,828
US BANCORP DE 4%1,023 27,217 Sound Income Strategies, LLC 4%65 1,441
GUYASUTA INVESTMENT ADVISORS INC 15%1,015 7,910 GLENMEDE TRUST CO NA 1%54 4,868
BROWN BROTHERS HARRIMAN & CO bought1,000 1,000 JNBA Financial Advisors 4%51 1,343
Sumitomo Mitsui Trust Holdings, Inc. 0%955 992,003 Morse Asset Management, Inc 1%50 9,000
Kathmere Capital Management, LLC 16%920 6,716 Parallel Advisors, LLC 2%33 1,872
QUADRANT CAPITAL GROUP LLC bought906 906 Wealth Quarterback LLC sold32 0
CIBC Global Asset Management Inc 5%906 20,205 Cornerstone Wealth Group, LLC 0%32 13,192
ACADIAN ASSET MANAGEMENT LLC bought869 869 Penserra Capital Management LLC 8%21 240
Global Retirement Partners, LLC 118%849 1,568 Massey, Quick & Co., LLC sold20 0
Atlas Private Wealth Management bought823 823 VERUS CAPITAL PARTNERS, LLC 0%12 2,666
LVW Advisors, LLC 21%800 4,658 Parkside Financial Bank & Trust sold10 0
Cedar Wealth Management, LLC bought800 800 Silversage Advisors 0%10 14,226
Kerntke Otto McGlone Wealth Management Group 3%795 27,906 Cribstone Capital Management, LLC 3%9 286
Ellevest, Inc. 278%710 965 Financial Gravity Wealth, Inc. sold7 0
First City Capital Management, Inc. 6%700 11,635 TCI Wealth Advisors, Inc. 1%6 825
Orion Portfolio Solutions, LLC bought695 695 JFS WEALTH ADVISORS, LLC 45%5 6
SeaBridge Investment Advisors LLC 2%660 28,599 Financial Network 0%3 14,637
SCHRODER INVESTMENT MANAGEMENT GROUP bought630 630 NEXT Financial Group, Inc 0%3 5,201
Integrated Wealth Concepts LLC 5%624 12,944 Stratos Wealth Partners, LTD. 0%1 10,046
Meridian Wealth Partners, LLC bought580 580 Employees Retirement System of Texas no change 84,500
Neo Ivy Capital Management bought580 580 Landmark Financial Advisors, LLC no change 8,253
FLC Capital Advisors 3%513 16,719 Carnegie Capital Asset Management, LLC no change 9,693
PHILADELPHIA TRUST CO 8%500 7,000 ROYAL LONDON ASSET MANAGEMENT LTD no change 62,803
RPg Family Wealth Advisory, LLC 2%487 20,616 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 10,000
SHELL ASSET MANAGEMENT CO 1%477 76,923 First National Bank of Mount Dora, Trust Investment Services no change 8,200
Cooper Financial Group 7%457 7,423 Austin Private Wealth, LLC no change 6,959
IndexIQ Advisors LLC 743%446 506 Summit Wealth Group, LLC no change 5,340
KBC Group NV 2%441 20,257 Capital Planning Advisors, LLC no change 5,269
CAROLINAS WEALTH CONSULTING LLC bought431 431 1ST SOURCE BANK no change 5,000
Old Port Advisors 3%422 14,414 BOSTON FINANCIAL MANGEMENT INC /MA no change 5,000
Joel Isaacson & Co., LLC 11%400 4,158 Vishria Bird Financial Group, LLC no change 5,461
Capital Investment Advisory Services, LLC 6%385 6,452 Covington Capital Management no change 5,750
M&T BANK CORP 2%377 21,701 Winslow, Evans & Crocker, Inc. no change 7,454
Wambolt & Associates, LLC 2%375 19,799 ING CLARION REAL ESTATE SECURITIES/N L.P. no change 162,000
LAZARD ASSET MANAGEMENT LLC 12%375 3,575 Insight Wealth Partners, LLC no change 10,983
Fisher Asset Management, LLC(Kenneth L. Fisher) 7%353 5,685 LexAurum Advisors, LLC no change 8,018
Hoover Financial Advisors, Inc. bought324 324 AMICA MUTUAL INSURANCE CO no change 13,163
Yale Capital CORP 2%294 18,681 Legacy Financial Advisors, Inc. no change 30,726
H D Vest Advisory Services 1%288 34,831 Pensionfund DSM Netherlands no change 30,300
Global Wealth Management Investment Advisory, Inc. 15%280 2,191 ASSOCIATED BANC-CORP no change 26,800
BTC Capital Management, Inc. 5%270 5,649 EUROPEAN INVESTORS INC no change 24,711
Jacobi Capital Management LLC 14%270 2,270 Laurel Wealth Advisors, Inc. no change 4,696
Truvestments Capital LLC bought254 254 Gulf International Bank (UK) Ltd no change 39,070
Elmwood Wealth Management, Inc. bought246 246 Gierl Augustine Investment Management Inc no change 825
Balentine LLC bought241 241 Princeton Global Asset Management LLC no change 869
Private Capital Group, LLC 35%240 929 Daiwa Securities Group Inc. no change 43,402
UMA Financial Services, Inc. 5%210 4,531 SPIRIT OF AMERICA MANAGEMENT CORP/NY no change 1,340
tru Independence LLC bought194 194 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO no change 21,116
Rench Wealth Management, Inc. 0%177 35,621 BESSEMER GROUP INC no change 44,000
Virtus ETF Advisers LLC bought168 168 Pensionfund Sabic no change 12,700
STIFEL FINANCIAL CORP bought161 161 HORIZON ASSET MANAGEMENT INC/NY no change 11,300
Endurance Wealth Management, Inc. bought160 160 FCA CORP /TX no change 4,470
Atlas Private Wealth Advisors bought152 152 CLIENT 1ST ADVISORY GROUP, LLC no change 13,527
BENJAMIN F. EDWARDS & COMPANY, INC. 2%134 8,779 Lakeview Capital Partners, LLC no change 18,490
Lindbrook Capital, LLC 30%129 554 BP PLC no change 18,000
GRIFFIN ASSET MANAGEMENT, INC. 1%110 15,180 MISSION WEALTH MANAGEMENT, LLC no change 15,282
LINCOLN NATIONAL CORP bought103 103 Sawyer & Company, Inc no change 11,035
1776 Wealth LLC bought100 100 OneAscent Financial Services LLC no change 3,901
Cordasco Financial Network bought95 95 Joseph P. Lucia & Associates, LLC no change 200
FSA Wealth Management LLC bought94 94 HUNTINGTON NATIONAL BANK no change 1
Zions Bancorporation, N.A. bought87 87 Lenox Wealth Advisors, Inc. no change 286
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1%86 10,028 RPG Investment Advisory, LLC no change 300
ENTERPRISE FINANCIAL SERVICES CORP bought75 75 Pacitti Group Inc. no change 200
Diligent Investors, LLC 1%59 8,973 EARNEST PARTNERS LLC no change 114
Glassman Wealth Services 10%58 611 Bay Harbor Wealth Management, LLC no change 743
Stratford Consulting, LLC 1%45 3,631 Plante Moran Financial Advisors Ltd Partnership no change 703
World Asset Management Inc 1%42 5,121 HORIZON BANCORP /IN/ no change 100
Bartlett & Co. LLC bought40 40 Carmichael Hill & Associates, Inc. no change 104
Procyon Private Wealth Partners, LLC bought37 37 Semmax Financial Advisors Inc. no change 316
PROEQUITIES, INC. 1%32 3,383 Capital Advisory Group Advisory Services, LLC no change 347
Noven Financial Group, Inc. 0%32 9,583 LifePlan Financial Group, Inc no change 648
Brio Consultants, LLC 1%31 4,269 WASHINGTON TRUST CO no change 643
ARGI Investment Services, LLC 1%25 4,017 Oakworth Capital, Inc. no change 501
CSat Investment Advisory, L.P. 6%24 437 HHM Wealth Advisors, LLC no change 545
BerganKDV Wealth Management, LLC 9%19 227 Tortoise Investment Management, LLC no change 477
Focused Wealth Management, Inc 1%13 1,756 TOMPKINS FINANCIAL CORP no change 405
TD Capital Management LLC 2%10 588 CREDIT AGRICOLE S A no change 373
GLYNN JA & CO 0%9 17,932 Filbrandt Wealth Management, LLC no change 700
Capital Analysts, Inc. 1%5 354 Dougherty Wealth Advisers LLC no change 400
Certified Advisory Corp 1%3 393 REILLY FINANCIAL ADVISORS, LLC no change 672
Sugarloaf Wealth Management, LLC 2%2 103 MCF Advisors LLC no change 782
Valeo Financial Advisors, LLC bought1 1 THOMPSON SIEGEL & WALMSLEY LLC no change 800
HARBOR INVESTMENT ADVISORY, LLC 0%1 9,337 Lenox Wealth Management, Inc. no change 2,827
Blue Chip Wealth Management, Inc. 0%1 4,873 Amica Retiree Medical Trust no change 2,726
ROWLAND CARMICHAEL ADVISORS INC /ADV 0%1 11,639 Sandy Spring Bank no change 1,863
Livforsakringsaktiebolaget Skandia (publ) no change 1,800
Sullivan, Bruyette, Speros & Blaney, Inc. no change 2,938
Van Hulzen Asset Management, LLC no change 3,455
OPTIMUM INVESTMENT ADVISORS no change 4,200
TPG Financial Advisors, LLC no change 3,907
Laurel Wealth Advisors LLC no change 596
Plancorp, LLC no change 3,744
TRUST CO OF VERMONT no change 1,750
Harvest Fund Management Co., Ltd no change 1,560
WHITTIER TRUST CO no change 1,100
Ironwood Wealth Management, llc no change 962
Johnson Financial Group, Inc. no change 850
CITY HOLDING CO no change 43
Kistler-Tiffany Companies, LLC no change 1,200
KINGS POINT CAPITAL MANAGEMENT no change 1,218
Gradient Investments LLC no change 1,534
PIN OAK INVESTMENT ADVISORS INC no change 600
Financial Management Professionals, Inc. no change 1,483
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 1,319
Brown Advisory Securities, LLC no change 4,279
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