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STOCK TICKER:
BERKLEY W R CP   (ticker: WRB)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 85
0 100 85
Current Holdings: 111,406,146
Previous Holdings: 77,602,011
Change: 43.56%
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 bought16,712,362 16,712,362 VICTORY CAPITAL MANAGEMENT INC 97%2,430,560 64,500
GEODE CAPITAL MANAGEMENT LLC bought2,780,252 2,780,252 Arnhold & S. Bleichroeder Advisers, LLC 8%485,187 5,792,402
APG All Pensions Group 249%2,060,546 2,887,252 AQR CAPITAL MANAGEMENT LLC 49%458,595 486,028
NORTHERN TRUST CORP bought1,753,484 1,753,484 STATE STREET CORP 5%415,494 7,762,740
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought1,598,583 1,598,583 TD ASSET MANAGEMENT INC 36%317,756 567,753
BANK OF AMERICA CORP /DE/ bought1,154,264 1,154,264 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 100%307,714 214
Polar Capital LLP bought1,150,000 1,150,000 DEUTSCHE BANK AG 54%300,974 258,398
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought952,009 952,009 Robeco Institutional Asset Management B.V. 78%297,909 83,825
MILLENNIUM MANAGEMENT LLC bought937,770 937,770 Nuveen Asset Management, LLC 53%289,649 261,146
Invesco Ltd. bought914,662 914,662 Korea Investment CORP sold212,200 0
Point72 Asset Management, L.P. bought846,220 846,220 WELLS FARGO & CO/MN 20%211,702 857,065
ATLANTA CAPITAL MANAGEMENT CO L L C 8%782,165 10,427,795 Mitsubishi UFJ Securities International PLC sold200,000 0
Goodman & Company, Investment Counsel Ltd. 685%660,247 756,673 Renaissance Technologies(Jim Simons) 35%164,700 306,100
BERKLEY W R CORP 17%653,446 4,558,587 BARCLAYS PLC 49%161,501 166,194
GOLDMAN SACHS GROUP INC bought368,509 368,509 HENDERSON GROUP PLC 2%158,265 6,849,068
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21%332,499 1,935,707 USS Investment Management Ltd sold148,449 0
ROYAL BANK OF CANADA bought277,141 277,141 Winton Capital Group Ltd sold116,506 0
BALYASNY ASSET MANAGEMENT LLC bought274,364 274,364 BNP Paribas Investment Partners S.A. 95%113,884 6,068
PRICE T ROWE ASSOCIATES INC /MD/ bought258,925 258,925 FIRST TRUST ADVISORS LP 59%110,234 76,535
AMERIPRISE FINANCIAL INC bought242,056 242,056 J P MORGAN CHASE & CO 4%89,622 2,177,887
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC bought199,013 199,013 FIDUCIARY MANAGEMENT INC /WI/ 6%77,977 1,170,000
PIONEER INVESTMENT MANAGEMENT INC bought197,903 197,903 Zurcher Kantonalbank (Zurich Cantonalbank) 62%75,874 46,936
BOSTON FINANCIAL MANGEMENT INC /MA 45%196,734 631,752 Squarepoint Ops LLC 47%73,037 83,449
Jaffetilchin Investment Partners, LLC bought184,809 184,809 BFSG, LLC sold64,680 0
MORGAN STANLEY bought149,586 149,586 MARINER VALUE STRATEGIES, LLC 54%63,137 53,030
Dundas Partners LLP 175%138,525 217,750 GAMCO INVESTORS, INC. ET AL 29%62,250 151,977
BRANDYWINE ASSET MANAGEMENT LLC bought134,434 134,434 WELLINGTON MANAGEMENT CO LLP 2%45,085 2,095,016
Philadelphia Financial Management of San Francisco, LLC bought117,306 117,306 LEGAL & GENERAL GROUP PLC 4%44,702 1,110,530
PARAMETRIC PORTFOLIO ASSOCIATES 23%116,193 612,576 FRANKLIN RESOURCES INC 56%42,641 32,861
HSBC HOLDINGS PLC bought112,683 112,683 Sumitomo Mitsui Trust Holdings, Inc. 4%39,204 846,098
Mountain Road Advisors, LLC 550%110,000 130,000 Man Group plc 79%38,416 10,357
UBS Group AG 148%104,472 175,262 DUPONT CAPITAL MANAGEMENT 49%38,016 39,326
Andra AP-fonden bought95,800 95,800 SCOUT INVESTMENT ADVISORS INC 19%36,955 155,239
ISTHMUS PARTNERS, LLC bought87,130 87,130 FORSTA AP-FONDEN sold36,400 0
PICTET ASSET MANAGEMENT LTD bought73,951 73,951 ALLIANCEBERNSTEIN L.P. 13%31,270 205,663
Standard Life Aberdeen plc bought72,686 72,686 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 70%30,050 12,852
ING INVESTMENT MANAGEMENT LLC bought65,112 65,112 Wagonhound Investments, LP sold29,593 0
STANSBERRY ASSET MANAGEMENT, LLC 1,475%61,344 65,502 MEEDER ASSET MANAGEMENT INC sold29,445 0
CRAMER ROSENTHAL MCGLYNN LLC bought60,445 60,445 PUTNAM INVESTMENTS LLC 33%29,365 59,639
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 92%57,600 120,147 NEW YORK STATE COMMON RETIREMENT FUND 7%28,200 398,250
EAGLE CAPITAL MANAGEMENT LLC bought54,910 54,910 CAXTON ASSOCIATES LLC (Bruce Kovner) sold27,209 0
ACADIAN ASSET MANAGEMENT LLC bought51,393 51,393 CIBC Global Asset Management Inc 17%26,198 124,788
ANCHOR CAPITAL ADVISORS INC 25%49,771 251,059 Susquehanna International Group, LLP 21%24,033 90,587
Connor, Clark & Lunn Investment Management Ltd. bought48,997 48,997 JS Capital Management LLC sold24,000 0
VOLORIDGE INVESTMENT MANAGEMENT, LLC bought48,535 48,535 PRUDENTIAL FINANCIAL INC 18%24,000 111,349
CenterStar Asset Management, LLC bought48,370 48,370 ALPS ADVISERS INC sold23,268 0
ProShare Advisors LLC bought45,951 45,951 Trexquant Investment LP sold22,717 0
D. E. Shaw & Co., INC. (David E. Shaw) bought44,796 44,796 CARILLON TOWER ADVISERS, INC. 16%22,300 117,075
AMP Capital Investors Ltd bought41,066 41,066 Swiss National Bank 2%22,200 1,160,282
SUNRISE PARTNERS LLC /CT bought35,048 35,048 FRONTIER CAPITAL MANAGEMENT CO INC 10%18,775 163,797
STATE TREASURER STATE OF MICHIGAN 1,973%34,318 36,057 SEI INVESTMENTS CO 27%18,665 49,334
Handelsbanken Fonder AB bought32,835 32,835 Gotham Asset Management, LLC 42%18,539 25,906
RAYMOND JAMES & ASSOCIATES 28%32,439 148,210 MACKAY SHIELDS LLC 84%18,404 3,402
CREDIT SUISSE/ 7%32,012 468,681 Russell Investments Group, Ltd. 7%18,190 250,177
Qube Research & Technologies Ltd bought30,112 30,112 Optimal Asset Management, Inc. sold17,609 0
BB&T CORP bought29,386 29,386 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold16,887 0
TEACHER RETIREMENT SYSTEM OF TEXAS 15%29,070 227,525 Global Financial Private Capital, LLC 99%15,924 97
State of Tennessee, Treasury Department bought29,030 29,030 GABELLI FUNDS LLC 15%15,000 83,000
Cipher Capital LP bought28,866 28,866 State of New Jersey Common Pension Fund D 11%14,822 125,959
MANUFACTURERES LIFE INSURANCE CO bought28,582 28,582 Cubist Systematic Strategies, LLC 22%14,480 50,681
Athanor Capital, LP bought27,372 27,372 RHUMBLINE ADVISERS 4%14,033 306,838
SCHRODER INVESTMENT MANAGEMENT GROUP bought27,085 27,085 LS Investment Advisors, LLC 78%13,232 3,715
Belpointe Asset Management LLC bought26,822 26,822 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 2%13,083 779,686
Utah Retirement Systems bought26,534 26,534 TOEWS CORP /ADV sold12,500 0
CI INVESTMENTS INC. bought26,214 26,214 AIGEN INVESTMENT MANAGEMENT, LP sold12,218 0
MDAM Asset Management Co., Ltd. bought25,580 25,580 FFCM LLC 97%11,121 314
JANE STREET GROUP, LLC 49%25,080 76,100 Mitsubishi UFJ Trust & Banking Corp 59%11,004 7,600
Rafferty Asset Management, LLC 460%23,623 28,756 FDx Advisors, Inc. 73%10,925 4,121
FMR LLC bought22,984 22,984 Treasurer of the State of North Carolina 17%10,471 51,121
DF DENT & CO INC bought22,301 22,301 Magnetar Financial LLC sold10,370 0
HRT FINANCIAL LLC bought21,760 21,760 CAPITAL FUND MANAGEMENT S.A. sold10,300 0
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC bought21,600 21,600 National Pension Service sold10,033 0
FJ Capital Management LLC bought21,000 21,000 OPPENHEIMER ASSET MANAGEMENT INC 89%9,976 1,271
EATON VANCE MANAGEMENT 22%20,540 113,943 GREAT WEST LIFE ASSURANCE CO /CAN/ 5%9,972 191,903
Quantitative Investment Management, LLC bought19,563 19,563 Symmetry Partner, LLC sold9,928 0
AMALGAMATED BANK bought19,147 19,147 Chevy Chase Trust Holdings, Inc. 8%9,687 110,694
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1%17,885 1,216,032 Neo Ivy Capital Management 95%9,683 478
Quantitative Systematic Strategies LLC bought16,454 16,454 Aperio Group, LLC 8%9,396 105,823
Epoch Investment Partners Inc. bought16,399 16,399 HANSEATIC MANAGEMENT SERVICES INC sold8,970 0
Bank of New York Mellon CORP 1%16,099 1,174,661 Grantham, Mayo, Van Otterloo & Co. LLC 40%8,100 12,114
CAPTRUST FINANCIAL ADVISORS bought13,280 13,280 6 Meridian sold8,066 0
DEAN C H & ASSOCIATES INC bought13,262 13,262 NOMURA ASSET MANAGEMENT CO LTD 21%7,955 30,767
ATRIA INVESTMENTS LLC bought12,975 12,975 Vident Investment Advisory, LLC sold7,800 0
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 19%12,704 79,366 Dynamic Technology Lab Private Ltd sold7,788 0
Mraz, Amerine & Associates, Inc. 4%12,351 309,491 GAM Holding Ltd. 8%7,647 84,226
Pacer Advisors, Inc. bought12,268 12,268 Dean Capital Investments Management, LLC sold7,309 0
CHILTON INVESTMENT CO LLC 14%12,174 99,504 Stone Ridge Asset Management LLC 18%7,250 32,634
S.A.C. Capital Advisors (Hong Kong) Ltd. 3,138%11,954 12,335 Hillsdale Investment Management Inc. sold6,700 0
Bayesian Capital Management, LP bought11,900 11,900 OLD MISSION CAPITAL LLC sold6,578 0
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY bought11,700 11,700 NISA INVESTMENT ADVISORS L L C 8%6,250 73,950
Gyon Technologies Capital Management, LP bought11,596 11,596 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 9%6,015 64,159
Holocene Advisors, LP bought11,498 11,498 WOLVERINE TRADING, LLC 42%5,600 7,700
PEAK6 Investments LLC bought11,428 11,428 GILDER GAGNON HOWE & CO LLC 5%4,615 80,646
DnB NOR Asset Management AS bought11,350 11,350 Banque Cantonale Vaudoise 64%4,600 2,644
Marshall Wace North America, L.P. bought10,829 10,829 CORBYN INVESTMENT MANAGEMENT INC/MD 6%4,511 65,069
Echo Street Capital Management LLC bought10,679 10,679 Kentucky Retirement Systems Insurance Trust Fund sold4,399 0
Procyon Private Wealth Partners, LLC bought10,178 10,178 HighTower Advisors, LLC 17%4,321 20,557
SEEYOND bought10,043 10,043 IHT Wealth Management, LLC sold4,309 0
Sepio Capital, LLC 25%9,145 45,794 SG Americas Securities, LLC 18%4,281 19,036
Crossmark Global Holdings, Inc. bought9,081 9,081 AGF FUNDS INC sold4,141 0
Janney Montgomery Scott LLC 12%8,798 84,584 Carnick & Kubik Group, LLC 26%4,000 11,117
SHELL ASSET MANAGEMENT CO 15%8,452 65,839 AVIVA PLC 11%3,732 29,907
Wealth Quarterback LLC 548%8,331 9,852 Vestcor Investment Management Corp 54%3,682 3,083
ENVESTNET ASSET MANAGEMENT INC 9%7,779 97,308 Bridgewater Associates, Inc.(Raymond Dalio) 35%3,518 6,547
Ensign Peak Advisors, Inc 27%7,680 35,980 Retirement Systems of Alabama 5%3,416 60,371
Railway Pension Investments Ltd 3%7,600 226,081 IFM Investors Pty Ltd 24%3,364 10,445
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 46%7,439 23,514 NN Investment Partners Holdings N.V. 10%3,304 30,520
MACKENZIE FINANCIAL CORP 18%7,411 49,004 First Allied Advisory Services, Inc. 48%3,215 3,546
CONFLUENCE INVESTMENT MANAGEMENT LLC 1%7,201 679,909 Madison Asset Management, LLC 0%3,092 643,463
Advisory Services Network, LLC bought6,868 6,868 Resonant Capital Advisors, LLC 35%3,009 5,489
Atom Investors LP bought6,665 6,665 ROYAL LONDON ASSET MANAGEMENT LTD 5%2,955 54,023
Schonfeld Strategic Advisors LLC bought6,197 6,197 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1%2,620 227,201
WAYNE HUMMER ASSET MANAGEMENT CO bought6,185 6,185 DIAM Co., Ltd. 3%2,346 81,561
PERSONAL CFO SOLUTIONS, LLC bought6,072 6,072 CANADA PENSION PLAN INVESTMENT BOARD 2%2,310 130,483
EULAV Asset Management 2%5,978 348,547 World Asset Management Inc 31%2,100 4,694
AE Wealth Management LLC bought5,851 5,851 Municipal Employees' Retirement System of Michigan sold2,060 0
ASAHI LIFE ASSET MANAGEMENT CO., LTD. bought5,770 5,770 Kentucky Retirement Systems 21%2,050 7,860
FIS GROUP, INC. bought5,758 5,758 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 71%2,001 809
STATE OF WISCONSIN INVESTMENT BOARD 7%5,200 83,545 Assenagon Asset Management S.A. 10%1,933 16,651
Pearl River Capital, LLC bought4,646 4,646 Private Advisor Group, LLC 28%1,881 4,920
ETF MANAGERS GROUP, LLC bought4,615 4,615 METROPOLITAN LIFE INSURANCE CO/NY 8%1,836 20,082
CIBC WORLD MARKETS CORP 11%4,541 44,760 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 8%1,800 20,700
NOMURA HOLDINGS INC bought4,437 4,437 PRUDENTIAL CORP PLC 13%1,752 11,690
BANK OF MONTREAL /CAN/ 4%4,416 107,117 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold1,670 0
Quantinno Capital Management LP bought4,416 4,416 TORONTO DOMINION BANK 2%1,652 74,014
KBC Group NV 26%4,296 20,800 Rockefeller Capital Management L.P. sold1,537 0
AMI INVESTMENT MANAGEMENT INC bought4,171 4,171 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1%1,505 243,638
ALPHASIMPLEX GROUP, LLC bought4,071 4,071 America First Investment Advisors, LLC 1%1,472 244,624
Norinchukin Bank, The bought4,022 4,022 TEXAS PERMANENT SCHOOL FUND 5%1,432 24,880
MACQUARIE GROUP LTD 92%3,999 8,329 Mirae Asset Global Investments Co., Ltd. 26%1,288 3,757
Osborn Rohs Williams & Donohoe Ltd bought3,965 3,965 AMERICAN INTERNATIONAL GROUP INC 3%1,249 48,088
Polar Securities Inc. bought3,559 3,559 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 13%1,196 8,074
LINCOLN NATIONAL CORP bought3,537 3,537 ADVANTUS CAPITAL MANAGEMENT INC 8%1,102 12,907
CITIGROUP INC 0%2,843 2,152,581 Allianz Asset Management AG 5%1,053 18,974
SRB Corp 43%2,839 9,518 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 6%1,023 15,898
DIMENSIONAL FUND ADVISORS INC 0%2,818 1,272,705 IFG Advisory, LLC 11%991 8,052
BRADLEY FOSTER & SARGENT INC/CT 11%2,500 26,284 GLENMEDE TRUST CO NA 23%960 3,213
GHP Investment Advisors, Inc. 6%2,492 47,647 SPEECE THORSON CAPITAL GROUP INC 1%914 78,866
BUTENSKY & COHEN FINANCIAL SECURITY, INC 9%2,420 30,047 DekaBank Deutsche Girozentrale 3%900 28,741
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 3%2,365 77,402 SENTRY INVESTMENT MANAGEMENT INC 10%876 8,218
STRS OHIO 12%2,297 21,088 Godshalk Welsh Capital Management, Inc. 3%875 28,549
Tower Research Capital LLC bought2,213 2,213 Krane Funds Advisors LLC 11%803 6,589
Vestmark Advisory Solutions, Inc. 6%1,754 33,309 Public Sector Pension Investment Board 1%800 73,670
QS Investors, LLC bought1,740 1,740 NEXT Financial Group, Inc sold767 0
GUGGENHEIM CAPITAL LLC 14%1,673 13,544 TRUST CO OF VERMONT 4%680 14,780
PRINCIPAL FINANCIAL GROUP INC 1%1,633 210,187 Harwood Advisory Group, LLC sold673 0
Princeton Global Asset Management LLC 27%1,525 7,150 IFP Advisors, Inc 15%663 3,742
Wallington Asset Management, LLC 1%1,455 166,110 M&T BANK CORP 4%631 14,220
Financial Network bought1,291 1,291 HARTFORD INVESTMENT MANAGEMENT CO 4%629 15,724
Dean Capital Management 12%1,106 10,199 Engineers Gate Manager LP 8%628 7,696
AlphaCrest Capital Management LLC 12%1,085 9,941 BT Investment Management Ltd sold608 0
FIFTH THIRD BANCORP 217%1,048 1,532 TOWNSQUARE CAPITAL LLC 9%604 6,140
RAYMOND JAMES TRUST CO 18%918 5,979 MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 3%573 19,199
Independent Advisor Alliance 19%885 5,525 MASON STREET ADVISORS LLC 3%546 20,157
H D Vest Advisory Services 17%882 5,970 KEYBANK NATIONAL ASSOCIATION/OH 9%544 5,247
WASHINGTON TRUST CO bought845 845 NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 3%502 15,324
STEPHENS INC /AR/ 10%720 7,604 Elgethun Capital Management 4%500 11,771
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 8%700 9,800 MetLife Investment Advisors, LLC 1%476 36,926
Davis Capital Management bought673 673 Williams Jones Wealth Management, LLC. 6%458 7,625
Xact Kapitalforvaltning AB 2%647 32,835 SECURITY NATIONAL TRUST CO sold456 0
COMMONWEALTH EQUITY SERVICES, LLC. 8%639 8,423 REGENTATLANTIC CAPITAL LLC 9%353 3,719
Column Capital Advisors, LLC 24%608 3,157 AIA Investment Management Private Ltd 18%342 1,550
Skandinaviska Enskilda Banken AB (publ) 4%600 15,652 SIGNATUREFD, LLC 43%329 437
CIGNA INVESTMENTS INC /NEW 14%550 4,566 Steward Partners Investment Advisory, LLC 84%275 54
St. Johns Investment Management Company, LLC 71%530 1,280 DAVIDSON D A & CO 3%258 7,829
CULLEN FROST BANKERS INC bought513 513 LOOMIS SAYLES & CO L P sold247 0
DUNCKER STREETT & CO INC bought450 450 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0%242 187,640
US BANCORP DE 38%447 1,634 Chesapeake Wealth Management 1%232 18,484
FLAGSHIP HARBOR ADVISORS, LLC bought442 442 Hanson McClain, Inc. 25%175 525
Atlantic Trust Group, LLC 3%438 15,750 FEDERATED INVESTORS INC /PA/ 9%169 1,783
Creative Planning 3%423 12,834 Sowell Financial Services LLC 4%168 3,664
CWS Financial Advisors, LLC 13%421 3,556 MONTAG A & ASSOCIATES INC 0%150 56,754
Smith, Graham & Co., Investment Advisors, LP 0%398 105,853 Pacitti Group Inc. 33%150 300
Magnus Financial Group LLC 6%394 6,748 THRIVENT FINANCIAL FOR LUTHERANS 2%139 6,475
Squar Milner Financial Services LLC 10%388 4,099 GATEWAY INVESTMENT ADVISERS LLC 0%139 50,180
PROEQUITIES, INC. 62%381 993 Raymond James Financial Services Advisors, Inc. 3%117 4,417
Arizona State Retirement System 1%366 34,181 Personal Capital Advisors Corp 2%115 4,551
Gemmer Asset Management LLC bought355 355 Wealthcare Advisory Partners LLC sold112 0
LPL Financial CORP 3%317 11,324 Louisiana State Employees Retirement System 2%100 6,100
Sageworth Trust Co bought300 300 FIRST MERCANTILE TRUST CO 3%95 3,408
ALPHA WINDWARD LLC 9,300%279 282 HARBOR INVESTMENT ADVISORY, LLC sold82 0
Ovata Capital Management Ltd bought278 278 Parallel Advisors, LLC 13%55 373
QUADRANT CAPITAL GROUP LLC bought249 249 REILLY FINANCIAL ADVISORS, LLC sold47 0
Orion Portfolio Solutions, LLC bought231 231 Coastline Trust CO 1%45 5,422
BESSEMER GROUP INC 232%209 299 Prestige Wealth Management Group LLC 9%34 355
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3%207 7,757 Eudaimonia Partners, LLC 2%22 924
PANAGORA ASSET MANAGEMENT INC 0%202 40,963 Price Wealth Management, Inc. sold19 0
Tarbox Group, Inc. 2,463%197 205 Versant Capital Management, Inc 7%9 119
Balentine LLC 809%186 209 Aspire Private Capital, LLC sold4 0
Kore Private Wealth LLC bought150 150 Gradient Investments LLC sold2 0
Vectors Research Management, LLC bought150 150 WESTPAC BANKING CORP no change 9,403
BENJAMIN F. EDWARDS & COMPANY, INC. 192%146 222 PNC FINANCIAL SERVICES GROUP INC no change 77
BURNEY CO/ 0%146 56,449 PhiloSmith Capital Corp no change 143,615
Capital Asset Advisory Services LLC 2%132 5,633 Daiwa Securities Group Inc. no change 44,442
Berman Capital Advisors, LLC 7%125 1,968 NORDEA INVESTMENT MANAGEMENT AB no change 7,396
STIFEL FINANCIAL CORP bought117 117 YorkBridge Wealth Partners, LLC no change 146,316
Alaska Retirement Management Board 0%113 25,116 AMERICAN FINANCIAL GROUP INC no change 175,500
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought111 111 Willow Creek Wealth Management Inc. no change 16,438
Heritage Wealth Advisors bought101 101 Employees Retirement System of Texas no change 17,358
CWM, LLC 53%96 278 Asset Management Group, Inc. no change 42,602
Zions Bancorporation, N.A. bought78 78 Center for Financial Planning, Inc. no change 42
Valeo Financial Advisors, LLC bought77 77 BELLEVUE ASSET MANAGEMENT, LLC no change 37,500
Penserra Capital Management LLC 55%64 180 KITZINGER LAUTMANN CAPITAL MANAGEMENT INC no change 23,976
STRATEGY ASSET MANAGERS LLC 1%56 7,911 MARKEL CORP(Tom Gayner) no change 27,000
Evolution Wealth Advisors, LLC bought52 52 Gulf International Bank (UK) Ltd no change 32,561
Sumitomo Mitsui Asset Management Company, LTD 0%52 15,201 AdvisorNet Financial, Inc no change 4,348
Apollon Wealth Management, LLC bought36 36 MidWestOne Financial Group, Inc. no change 34,170
CSat Investment Advisory, L.P. 7%29 470 MEANS INVESTMENT CO., INC. no change 23,442
Ellevest, Inc. 71%27 65 LEAVELL INVESTMENT MANAGEMENT, INC. no change 15,896
Rampart Investment Management Company, LLC 2%24 1,100 Sound View Wealth Advisors Group, LLC no change 20,480
EVOKE WEALTH, LLC 20%19 116 GRACE & WHITE INC /NY no change 21,816
BIDWELL C M & ASSOCIATES LTD/ bought18 18 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO no change 21,911
MASSMUTUAL TRUST CO FSB/ADV 7%17 267 FIRST QUADRANT L P/CA no change 32,852
FARMERS & MERCHANTS INVESTMENTS INC 2%12 512 Cutler Group LP no change 6,900
Glassman Wealth Services bought12 12 Trust Co no change 292
CX Institutional 13%12 104 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ no change 5,619
Lindbrook Capital, LLC bought12 12 THOMPSON SIEGEL & WALMSLEY LLC no change 5,463
TrinityPoint Wealth, LLC 0%8 3,972 NorthCoast Asset Management LLC no change 5,871
Bedel Financial Consulting, Inc. 0%1 483 HUNTINGTON NATIONAL BANK no change 206
SYNOVUS FINANCIAL CORP 1%1 133 Lenox Wealth Management, Inc. no change 150
BROWN BROTHERS HARRIMAN & CO bought1 1 HORIZON BANCORP /IN/ no change 150
Pinnacle Bank no change 465
Asset Dedication, LLC no change 574
Vigilant Capital Management, LLC no change 2,250
Global Wealth Management Investment Advisory, Inc. no change 2,350
Summit Investment Advisors, Inc. no change 2,400
CITIZENS FINANCIAL GROUP INC/RI no change 1,374
Livforsakringsaktiebolaget Skandia (publ) no change 1,321
Carroll Financial Associates, Inc. no change 622
WHITTIER TRUST CO OF NEVADA INC no change 750
Capital Advisory Group Advisory Services, LLC no change 144
Savior LLC no change 136
M&R CAPITAL MANAGEMENT INC no change 2,851
COBBLESTONE CAPITAL ADVISORS LLC /NY/ no change 4,276
WHITTIER TRUST CO no change 21
OPTIMUM INVESTMENT ADVISORS no change 2,625
Murphy Pohlad Asset Management LLC no change 7,075
Gifford Fong Associates no change 4,500
ONTARIO TEACHERS PENSION PLAN BOARD no change 10,311
Tradewinds Capital Management, LLC no change 25
PITTENGER & ANDERSON INC no change 37
Parkside Financial Bank & Trust no change 78
RESOURCES MANAGEMENT CORP /CT/ /ADV no change 6,097
Cordasco Financial Network no change 76
Rocky Mountain Advisers, LLC no change 73
BDO Wealth Advisors, LLC no change 60
EARNEST PARTNERS LLC no change 60
Busey Trust CO no change 15,367
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