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FMO Holdings Changes image
This page summarizes the FMO holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether FMO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing FMO Share Count
Wolverine Asset Management LLC 144,191 689,646 +545,455 +378.29%
Kayne Anderson Capital Advisors LP 47,100 162,100 +115,000 +244.16%
AdvisorNet Financial Inc 1,171 3,187 +2,016 +172.16%
Ameriprise Financial Inc. 19,105 40,874 +21,769 +113.94%
Raymond James & Associates 123,417 246,127 +122,710 +99.43%
Morgan Stanley 643,126 977,838 +334,712 +52.04%
LPL Financial LLC 11,462 16,372 +4,910 +42.84%
Raymond James Financial Services Advisors Inc. 47,377 61,501 +14,124 +29.81%
Hudock Inc. 1,412 1,745 +333 +23.58%
UBS Group AG 164,159 197,227 +33,068 +20.14%
Private Advisor Group LLC 88,545 101,495 +12,950 +14.63%
Sandy Spring Bank 11,911 12,452 +541 +4.54%
Bank of America Corp DE 839,692 870,365 +30,673 +3.65%
Sit Investment Associates Inc. 319,404 323,504 +4,100 +1.28%
180 Wealth Advisors LLC 29,829 30,031 +202 +0.68%
13F Filers Reporting New Positions In FMO
Proequities Inc. 0 0 UNCH 100%
BOKF NA 0 40,071 +40,071 +100%
Mariner Investment Group LLC 0 155,000 +155,000 +100%
Geode Capital Management LLC 0 12,089 +12,089 +100%
Susquehanna International Group LLP 0 17,862 +17,862 +100%
Landscape Capital Management L.L.C. 0 442,421 +442,421 +100%
Samalin Investment Counsel LLC 0 23,327 +23,327 +100%
Sunbelt Securities Inc. 0 3,448 +3,448 +100%
FNY Investment Advisers LLC 0 5,588 +5,588 +100%
Laurel Wealth Advisors LLC 0 500 +500 +100%
Private Wealth Strategies L.L.C. 0 863,903 +863,903 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 4,000 4,000 UNCH 0.00%
Glenmede Trust Co. NA 3,000 3,000 UNCH 0.00%
Stifel Financial Corp 15,400 15,400 UNCH 0.00%
Whittier Trust Co. 245 245 UNCH 0.00%
Hollencrest Capital Management 27,085 27,085 UNCH 0.00%
CIBC Private Wealth Group LLC 26,265 26,265 UNCH 0.00%
BKD Wealth Advisors LLC 11,220 11,220 UNCH 0.00%
BlackRock Inc. 850 850 UNCH 0.00%
BBVA USA Bancshares Inc. 94,339 94,339 UNCH 0.00%
First National Bank of Mount Dora Trust Investment Services 12,000 12,000 UNCH 0.00%
Benjamin F. Edwards & Company Inc. 1,600 1,600 UNCH 0.00%
ArrowMark Colorado Holdings LLC 49,488 49,488 UNCH 0.00%
Gradient Investments LLC 500 500 UNCH 0.00%
Advisory Services Network LLC 126 126 UNCH 0.00%
Tradewinds Capital Management LLC 475 475 UNCH 0.00%
Steward Partners Investment Advisory LLC 750 750 UNCH 0.00%
Truvestments Capital LLC 12,637 12,637 UNCH 0.00%
13F Filers Decreasing FMO Share Count
Institutional & Family Asset Management LLC 20,495 1,902 -18,593 -90.72%
Royal Bank of Canada 183,989 63,317 -120,672 -65.59%
RMB Capital Management LLC 182,264 64,554 -117,710 -64.58%
10,093 5,270 -4,823 -47.79%
Parkside Financial Bank & Trust 557,729 329,382 -228,347 -40.94%
Invesco Ltd. 89,795 53,493 -36,302 -40.43%
Doliver Advisors LP 60,633 38,030 -22,603 -37.28%
Cornerstone Advisory LLC 2,932,197 1,852,625 -1,079,572 -36.82%
Northwestern Mutual Wealth Management Co. 84,294 54,672 -29,622 -35.14%
Baird Financial Group Inc. 18,050 13,737 -4,313 -23.89%
Commonwealth Equity Services LLC 25,157 19,231 -5,926 -23.56%
Beese Fulmer Investment Management Inc. 16,478 12,838 -3,640 -22.09%
Quadrant Private Wealth Management LLC 214,511 172,377 -42,134 -19.64%
IMA Wealth Inc. 394,086 317,905 -76,181 -19.33%
United Capital Financial Advisers LLC 87,124 70,754 -16,370 -18.79%
Advisors Asset Management Inc. 503,769 418,906 -84,863 -16.85%
Rowland Carmichael Advisors Inc. ADV 30,100 25,900 -4,200 -13.95%
205,374 179,007 -26,367 -12.84%
Pacitti Group Inc. 15,385 13,484 -1,901 -12.36%
Wells Fargo & Company MN 60,075 52,999 -7,076 -11.78%
Cambridge Investment Research Advisors Inc. 23,016 20,435 -2,581 -11.21%
The PNC Financial Services Group Inc. 5,424 4,999 -425 -7.84%
Optimum Investment Advisors 31,460 29,660 -1,800 -5.72%
Bard Associates Inc. 12,000 11,725 -275 -2.29%
13F Filers Exiting FMO
Quad Cities Investment Group LLC 3,290 0 -3,290 -100.00%
Flagship Harbor Advisors LLC 250 0 -250 -100.00%
Sowell Financial Services LLC 2,153 0 -2,153 -100.00%
Stratos Wealth Partners LTD. 10,236 0 -10,236 -100.00%
Weiss Asset Management LP 11,832 0 -11,832 -100.00%
Janney Montgomery Scott LLC 15,598 0 -15,598 -100.00%
Ameritas Investment Company LLC 5,779 0 -5,779 -100.00%
Oppenheimer & Co. Inc. 48,899 0 -48,899 -100.00%
Mid Atlantic Financial Management Inc. ADV 14,700 0 -14,700 -100.00%

See Summary: Institutional Holders of FMO
See Details: Top 10 Hedge Funds Holding FMO
Also See: FMO Insider Buying

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