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JLL Holdings Changes image
This page summarizes the JLL holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether JLL 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).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing JLL Share Count
Allspring Global Investments Holdings LLC 1,061 10,020 +8,959 +844.39%
Global Retirement Partners LLC 5 11 +6 +120.00%
Assenagon Asset Management S.A. 27,259 49,020 +21,761 +79.83%
SJS Investment Consulting Inc. 7 12 +5 +71.43%
Abacus Planning Group Inc. 1,455 2,155 +700 +48.11%
Valley National Advisers Inc. 20 26 +6 +30.00%
Massmutual Trust Co. FSB ADV 74 96 +22 +29.73%
Natixis Advisors L.P. 10,105 12,077 +1,972 +19.52%
Zurcher Kantonalbank Zurich Cantonalbank 16,818 18,423 +1,605 +9.54%
Fifth Third Bancorp 307 329 +22 +7.17%
Bruce G. Allen Investments LLC 250 267 +17 +6.80%
Raymond James Financial Services Advisors Inc. 1,319 1,403 +84 +6.37%
Amalgamated Bank 30,797 32,352 +1,555 +5.05%
GAMMA Investing LLC 402 420 +18 +4.48%
Raymond James & Associates 78,987 82,094 +3,107 +3.93%
Allworth Financial LP 157 162 +5 +3.18%
State of Michigan Retirement System 11,411 11,711 +300 +2.63%
Perpetual Ltd 1,351 1,384 +33 +2.44%
Louisiana State Employees Retirement System 13,400 13,700 +300 +2.24%
Equitable Trust Co. 4,772 4,814 +42 +0.88%
Chicago Partners Investment Group LLC 1,233 1,240 +7 +0.57%
State of Alaska Department of Revenue 5,141 5,161 +20 +0.39%
Hedeker Wealth LLC 3,287 3,294 +7 +0.21%
S.E.E.D. Planning Group LLC 1,251 1,253 +2 +0.16%
New York State Teachers Retirement System 64,582 64,682 +100 +0.15%
13F Filers Reporting New Positions In JLL
Webster Bank N. A. 0 20 +20 +100%
Gateway Investment Advisers LLC 0 2,230 +2,230 +100%
Atlas Capital Advisors LLC 0 178 +178 +100%
Sumitomo Mitsui Trust Holdings Inc. 0 8,790 +8,790 +100%
Mather Group LLC. 0 49 +49 +100%
Artemis Investment Management LLP 0 167,369 +167,369 +100%
Financial Management Professionals Inc. 0 3 +3 +100%
Riverview Trust Co 0 197 +197 +100%
Wealth Enhancement Advisory Services LLC 0 1,033 +1,033 +100%
Hunter Perkins Capital Management LLC 0 2,430 +2,430 +100%
Rise Advisors LLC 0 154 +154 +100%
McLean Asset Management Corp 0 2,752 +2,752 +100%
DGS Capital Management LLC 0 1,750 +1,750 +100%
Norden Group LLC 0 5,824 +5,824 +100%
Dixon Mitchell Investment Counsel Inc. 0 100 +100 +100%
West Paces Advisors Inc. 0 9 +9 +100%
Edge Financial Advisors LLC 0 1,491 +1,491 +100%
13F Filers With Unchanged Share Count
New Mexico Educational Retirement Board 9,700 9,700 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 426,023 426,023 UNCH 0.00%
Denali Advisors LLC 104 104 UNCH 0.00%
Farmers & Merchants Investments Inc. 20 20 UNCH 0.00%
Private Trust Co. NA 50 50 UNCH 0.00%
Harbor Investment Advisory LLC 11 11 UNCH 0.00%
Oakworth Capital Inc. 20 20 UNCH 0.00%
Capital Advisors Ltd. LLC 253 253 UNCH 0.00%
Cascade Investment Advisors Inc. 7,957 7,957 UNCH 0.00%
Global Trust Asset Management LLC 210 210 UNCH 0.00%
Versant Capital Management Inc 3 3 UNCH 0.00%
Lindbrook Capital LLC 61 61 UNCH 0.00%
Maryland State Retirement & Pension System 3,616 3,616 UNCH 0.00%
Tsfg LLC 65 65 UNCH 0.00%
Procyon Private Wealth Partners LLC 1,466 1,466 UNCH 0.00%
Confluence Wealth Services Inc. 2,806 2,806 UNCH 0.00%
Fortitude Family Office LLC 28 28 UNCH 0.00%
Sapient Capital LLC 3,283 3,283 UNCH 0.00%
Wetzel Investment Advisors Inc. 9 9 UNCH 0.00%
13F Filers Decreasing JLL Share Count
AdvisorNet Financial Inc 13 7 -6 -46.15%
WCM Investment Management LLC 36,692 20,570 -16,122 -43.94%
Spire Wealth Management 16 10 -6 -37.50%
DekaBank Deutsche Girozentrale 3,352 2,495 -857 -25.57%
Tributary Capital Management LLC 4,351 3,425 -926 -21.28%
Carmichael Hill & Associates Inc. 17 14 -3 -17.65%
Boston Trust Walden Corp 710,236 665,296 -44,940 -6.33%
First Bank & Trust 2,368 2,255 -113 -4.77%
Bank of New York Mellon Corp 410,994 391,472 -19,522 -4.75%
Fragasso Group Inc. 4,180 3,982 -198 -4.74%
Nicholas Hoffman & Company LLC. 4,117 4,052 -65 -1.58%
NBC Securities Inc. 646 643 -3 -0.46%
CWM LLC 1,420 1,414 -6 -0.42%
Olstein Capital Management L.P. 47,837 47,636 -201 -0.42%
Cambridge Investment Research Advisors Inc. 1,114 1,110 -4 -0.36%
Raymond James Trust N.A. 1,774 1,768 -6 -0.34%
13F Filers Exiting JLL
Congress Wealth Management LLC DE 2,346 0 -2,346 -100.00%
Koss Olinger Consulting LLC 2,224 0 -2,224 -100.00%
International Assets Investment Management LLC 16,432 0 -16,432 -100.00%
Polianta Ltd 6,200 0 -6,200 -100.00%
Simplex Trading LLC 1,261 0 -1,261 -100.00%
Exchange Traded Concepts LLC 53 0 -53 -100.00%
American National Bank 26 0 -26 -100.00%

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

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