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MET Holdings Changes image
This page summarizes the MET 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 MET 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 MET Share Count
Financial Synergies Wealth Advisors Inc. 14 589 +575 +4107.14%
Norden Group LLC 3,209 129,840 +126,631 +3946.12%
International Assets Investment Management LLC 4,345 104,877 +100,532 +2313.74%
Lowe Wealth Advisors LLC 26 294 +268 +1030.77%
Exchange Traded Concepts LLC 59 322 +263 +445.76%
Gateway Investment Advisers LLC 3,405 10,704 +7,299 +214.36%
Wolff Wiese Magana LLC 25 74 +49 +196.00%
Wesbanco Bank Inc. 3,489 7,964 +4,475 +128.26%
Rise Advisors LLC 259 556 +297 +114.67%
Diversified Trust Co 6,087 12,811 +6,724 +110.46%
Robeco Institutional Asset Management B.V. 91,333 168,769 +77,436 +84.78%
Coston McIsaac & Partners 169 304 +135 +79.88%
V Square Quantitative Management LLC 3,187 5,694 +2,507 +78.66%
GoalVest Advisory LLC 225 390 +165 +73.33%
Jackson Square Capital LLC 7,737 13,053 +5,316 +68.71%
LVW Advisors LLC 4,392 7,224 +2,832 +64.48%
Sound Income Strategies LLC 261 386 +125 +47.89%
Norwood Financial Corp 1,157 1,657 +500 +43.22%
Kowal Investment Group LLC 9,509 12,696 +3,187 +33.52%
Brookstone Capital Management 5,777 7,539 +1,762 +30.50%
Ballentine Partners LLC 6,194 8,033 +1,839 +29.69%
Capital Advisors Ltd. LLC 223 278 +55 +24.66%
Sunbelt Securities Inc. 1,927 2,362 +435 +22.57%
McGlone Suttner Wealth Management Inc. 12,182 14,674 +2,492 +20.46%
Financial Management Professionals Inc. 5,018 5,966 +948 +18.89%
GAMMA Investing LLC 3,395 3,986 +591 +17.41%
Wedmont Private Capital 7,315 8,555 +1,240 +16.95%
Austin Private Wealth LLC 4,367 5,058 +691 +15.82%
West Paces Advisors Inc. 569 659 +90 +15.82%
Summit Trail Advisors LLC 6,154 7,127 +973 +15.81%
Strategic Planning Group LLC 16,076 18,581 +2,505 +15.58%
Venturi Wealth Management LLC 346 397 +51 +14.74%
Private Trust Co. NA 8,033 9,151 +1,118 +13.92%
Park Avenue Securities LLC 35,534 39,640 +4,106 +11.56%
Massmutual Trust Co. FSB ADV 1,639 1,815 +176 +10.74%
Precedent Wealth Partners LLC 12,939 14,139 +1,200 +9.27%
Procyon Private Wealth Partners LLC 21,585 23,427 +1,842 +8.53%
Veriti Management LLC 17,709 19,162 +1,453 +8.20%
CWM LLC 12,491 13,433 +942 +7.54%
Principle Wealth Partners LLC 3,138 3,362 +224 +7.14%
Indiana Trust & Investment Management CO 5,026 5,379 +353 +7.02%
First Hawaiian Bank 70,671 75,561 +4,890 +6.92%
St. Johns Investment Management Company LLC 12,070 12,893 +823 +6.82%
Stablepoint Partners LLC 62,704 66,965 +4,261 +6.80%
CKW Financial Group 2,954 3,154 +200 +6.77%
Dynamic Advisor Solutions LLC 5,429 5,796 +367 +6.76%
180 Wealth Advisors LLC 30,789 32,599 +1,810 +5.88%
NorthCrest Asset Manangement LLC 6,709 7,101 +392 +5.84%
Fulton Bank N.A. 38,057 40,272 +2,215 +5.82%
Cambridge Investment Research Advisors Inc. 78,499 82,539 +4,040 +5.15%
Tempus Wealth Planning LLC 3,443 3,614 +171 +4.97%
Premier Path Wealth Partners LLC 5,488 5,747 +259 +4.72%
Valeo Financial Advisors LLC 9,731 10,189 +458 +4.71%
Aurum Wealth Management Group LLC 3,283 3,436 +153 +4.66%
Accurate Wealth Management LLC 11,493 12,021 +528 +4.59%
RFG Advisory LLC 5,924 6,181 +257 +4.34%
CX Institutional 5,396 5,625 +229 +4.24%
Sara Bay Financial 7,302 7,603 +301 +4.12%
Catalyst Financial Partners LLC 3,839 3,990 +151 +3.93%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 742,302 771,423 +29,121 +3.92%
Portside Wealth Group LLC 11,353 11,779 +426 +3.75%
KAMES CAPITAL plc 797,701 827,241 +29,540 +3.70%
Chesley Taft & Associates LLC 16,594 17,179 +585 +3.53%
Abacus Planning Group Inc. 12,254 12,684 +430 +3.51%
Beach Investment Counsel Inc. PA 6,300 6,500 +200 +3.17%
Caldwell Sutter Capital Inc. 1,596 1,646 +50 +3.13%
JJJ Advisors Inc. 448 462 +14 +3.12%
Navalign LLC 10,940 11,274 +334 +3.05%
Buckingham Capital Management Inc. 17,635 18,169 +534 +3.03%
Strategic Blueprint LLC 5,172 5,323 +151 +2.92%
NBC Securities Inc. 9,772 10,053 +281 +2.88%
Salem Investment Counselors Inc. 2,283 2,348 +65 +2.85%
Farmers & Merchants Investments Inc. 182,379 187,173 +4,794 +2.63%
BKD Wealth Advisors LLC 20,369 20,904 +535 +2.63%
Wealthcare Advisory Partners LLC 11,527 11,807 +280 +2.43%
Raymond James Financial Services Advisors Inc. 335,598 343,688 +8,090 +2.41%
Douglas Lane & Associates LLC 3,979 4,075 +96 +2.41%
Raymond James Trust N.A. 28,888 29,564 +676 +2.34%
Aspiriant LLC 4,208 4,296 +88 +2.09%
Tompkins Financial Corp 1,716 1,751 +35 +2.04%
Silver Lake Advisory LLC 74,701 76,216 +1,515 +2.03%
Founders Financial Securities LLC 12,840 13,078 +238 +1.85%
RBA Wealth Management LLC 75,042 76,349 +1,307 +1.74%
Capital Advisory Group Advisory Services LLC 9,141 9,300 +159 +1.74%
Arlington Trust Co LLC 2,488 2,530 +42 +1.69%
Sunflower Bank N.A. 3,079 3,129 +50 +1.62%
Wallace Advisory Group LLC 4,619 4,693 +74 +1.60%
MV Capital Management Inc. 2,650 2,686 +36 +1.36%
Brown Advisory Inc. 14,857 15,039 +182 +1.23%
Essex Financial Services Inc. 5,406 5,471 +65 +1.20%
SJS Investment Consulting Inc. 520 526 +6 +1.15%
Spire Wealth Management 7,288 7,371 +83 +1.14%
Unison Advisors LLC 50,397 50,961 +564 +1.12%
Valley National Advisers Inc. 972 982 +10 +1.03%
Ignite Planners LLC 5,195 5,237 +42 +0.81%
Leavell Investment Management Inc. 6,051 6,099 +48 +0.79%
SOA Wealth Advisors LLC. 520 524 +4 +0.77%
KMG Fiduciary Partners LLC 49,133 49,480 +347 +0.71%
River Street Advisors LLC 17,906 18,034 +128 +0.71%
United Asset Strategies Inc. 12,266 12,343 +77 +0.63%
Patten Group Inc. 5,882 5,919 +37 +0.63%
Paragon Capital Management Ltd 3,777 3,800 +23 +0.61%
Raymond James & Associates 747,282 751,696 +4,414 +0.59%
Gulf International Bank UK Ltd 53,366 53,640 +274 +0.51%
CVA Family Office LLC 2,035 2,042 +7 +0.34%
PFS Partners LLC 354 355 +1 +0.28%
M&R Capital Management Inc. 405 406 +1 +0.25%
Alpha Cubed Investments LLC 248,966 249,546 +580 +0.23%
Shulman DeMeo Asset Management LLC 9,389 9,407 +18 +0.19%
WASHINGTON TRUST Co 619 620 +1 +0.16%
Dumont & Blake Investment Advisors LLC 30,650 30,698 +48 +0.16%
MCF Advisors LLC 3,141 3,146 +5 +0.16%
Ferguson Wellman Capital Management Inc. 177,459 177,649 +190 +0.11%
Cornerstone Wealth Management LLC 4,054 4,058 +4 +0.10%
PSI Advisors LLC 1,297 1,298 +1 +0.08%
Strategic Advisors LLC 27,712 27,732 +20 +0.07%
Kovack Advisors Inc. 4,199 4,201 +2 +0.05%
Bfsg LLC 3,050 3,051 +1 +0.03%
Worth Asset Management LLC 4,322 4,323 +1 +0.02%
13F Filers Reporting New Positions In MET
Adams Diversified Equity Fund Inc. 0 220,200 +220,200 +100%
MJP Associates Inc. ADV 0 3,228 +3,228 +100%
Clifford Swan Investment Counsel LLC 0 3,087 +3,087 +100%
Charter Trust Co. 0 3,372 +3,372 +100%
CHURCHILL MANAGEMENT Corp 0 94,617 +94,617 +100%
Northwest Investment Counselors LLC 0 126 +126 +100%
Vicus Capital 0 5,498 +5,498 +100%
Riverview Trust Co 0 268 +268 +100%
Butensky & Cohen Financial Security Inc. 0 62,107 +62,107 +100%
Simon Quick Advisors LLC 0 3,788 +3,788 +100%
Oak Thistle LLC 0 6,955 +6,955 +100%
Claro Advisors LLC 0 13,279 +13,279 +100%
Coastal Investment Advisors Inc. 0 592 +592 +100%
Apeiron RIA LLC 0 2,779 +2,779 +100%
Aurora Private Wealth Inc. 0 2,752 +2,752 +100%
N.E.W. Advisory Services LLC 0 2,950 +2,950 +100%
Advisor Resource Council 0 3,892 +3,892 +100%
Fifth Third Wealth Advisors LLC 0 3,861 +3,861 +100%
Confluence Wealth Services Inc. 0 6,455 +6,455 +100%
Redmont Wealth Advisors LLC 0 71 +71 +100%
Simplicity Wealth LLC 0 29,603 +29,603 +100%
Citizens Business Bank 0 11,486 +11,486 +100%
PFG Investments LLC 0 7,742 +7,742 +100%
Signal Advisors Wealth LLC 0 3,195 +3,195 +100%
13F Filers With Unchanged Share Count
Meyer Handelman Co. 46,299 46,299 UNCH 0.00%
Atlantic Union Bankshares Corp 9,684 9,684 UNCH 0.00%
Factory Mutual Insurance Co. 68,800 68,800 UNCH 0.00%
NBT Bank N A NY 8,545 8,545 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 18 18 UNCH 0.00%
Duncker Streett & Co. Inc. 3,213 3,213 UNCH 0.00%
Optimum Investment Advisors 2,300 2,300 UNCH 0.00%
Peoples Financial Services CORP. 150 150 UNCH 0.00%
Webster Bank N. A. 1,190 1,190 UNCH 0.00%
America First Investment Advisors LLC 530 530 UNCH 0.00%
West Oak Capital LLC 325 325 UNCH 0.00%
Hall Laurie J Trustee 420 420 UNCH 0.00%
Fruth Investment Management 18,500 18,500 UNCH 0.00%
Cubic Asset Management LLC 17,110 17,110 UNCH 0.00%
Atlas Capital Advisors LLC 1,737 1,737 UNCH 0.00%
Harbor Investment Advisory LLC 518 518 UNCH 0.00%
Alta Advisers Ltd 1,800 1,800 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 2,051 2,051 UNCH 0.00%
Cranbrook Wealth Management LLC 175 175 UNCH 0.00%
Private Ocean LLC 42 42 UNCH 0.00%
Aquila Investment Management LLC 40,000 40,000 UNCH 0.00%
Westhampton Capital LLC 3,415 3,415 UNCH 0.00%
Perpetual Ltd 12,951 12,951 UNCH 0.00%
Sugarloaf Wealth Management LLC 2,223 2,223 UNCH 0.00%
Symmetry Partners LLC 5,990 5,990 UNCH 0.00%
Founders Capital Management 500 500 UNCH 0.00%
Security National Bank 42 42 UNCH 0.00%
Sawyer & Company Inc 249 249 UNCH 0.00%
Versant Capital Management Inc 124 124 UNCH 0.00%
Essex Savings Bank 5,348 5,348 UNCH 0.00%
Enterprise Bank & Trust Co 4,018 4,018 UNCH 0.00%
Zhang Financial LLC 5,222 5,222 UNCH 0.00%
Legend Financial Advisors Inc. 500 500 UNCH 0.00%
Maryland State Retirement & Pension System 49,395 49,395 UNCH 0.00%
General Partner Inc. 136 136 UNCH 0.00%
Tsfg LLC 489 489 UNCH 0.00%
Powell Investment Advisors LLC 3,472 3,472 UNCH 0.00%
Davis Capital Management 528 528 UNCH 0.00%
Rosenberg Matthew Hamilton 143 143 UNCH 0.00%
IAG Wealth Partners LLC 80 80 UNCH 0.00%
Iron Horse Wealth Management LLC 55 55 UNCH 0.00%
Annapolis Financial Services LLC 105 105 UNCH 0.00%
DHJJ Financial Advisors Ltd. 357 357 UNCH 0.00%
Robbins Farley LLC 286 286 UNCH 0.00%
Piscataqua Savings Bank 25 25 UNCH 0.00%
Bank of New Hampshire 1,750 1,750 UNCH 0.00%
Ameliora Wealth Management Ltd. 12,841 12,841 UNCH 0.00%
Byrne Asset Management LLC 100 100 UNCH 0.00%
Armstrong Advisory Group Inc. 415 415 UNCH 0.00%
Horizons Wealth Management 194 194 UNCH 0.00%
Fortitude Family Office LLC 150 150 UNCH 0.00%
Register Financial Advisors LLC 1,902 1,902 UNCH 0.00%
Financial Freedom LLC 248 248 UNCH 0.00%
CGC Financial Services LLC 114 114 UNCH 0.00%
Peoples Bank KS 831 831 UNCH 0.00%
Silverberg Bernstein Capital Management LLC 16,250 16,250 UNCH 0.00%
Voisard Asset Management Group Inc. 19 19 UNCH 0.00%
13F Filers Decreasing MET Share Count
Transform Wealth LLC 134,658 4,160 -130,498 -96.91%
Berger Financial Group Inc 67,410 3,057 -64,353 -95.47%
Insight Financial Services 177 35 -142 -80.23%
Cullinan Associates Inc. 172,269 35,767 -136,502 -79.24%
Atticus Wealth Management LLC 23 5 -18 -78.26%
Steel Peak Wealth Management LLC 101,188 30,283 -70,905 -70.07%
Banque Cantonale Vaudoise 34,074 11,495 -22,579 -66.26%
Hendershot Investments Inc. 5,707 2,054 -3,653 -64.01%
Criterion Capital Advisors LLC 397 152 -245 -61.71%
Park Place Capital Corp 101 40 -61 -60.40%
Pinnacle Bank 1,164 483 -681 -58.51%
Newbridge Financial Services Group Inc. 387 162 -225 -58.14%
Everpar Advisors LLC 7,932 3,642 -4,290 -54.08%
Carmichael Hill & Associates Inc. 305 141 -164 -53.77%
Busey Wealth Management 6,387 3,558 -2,829 -44.29%
SeaCrest Wealth Management LLC 7,827 4,528 -3,299 -42.15%
Boston Common Asset Management LLC 252,912 168,713 -84,199 -33.29%
Silverlake Wealth Management LLC 4,676 3,429 -1,247 -26.67%
Financial Perspectives Inc 223 164 -59 -26.46%
DNB Asset Management AS 239,368 176,561 -62,807 -26.24%
Allspring Global Investments Holdings LLC 212,059 157,274 -54,785 -25.83%
WBH Advisory Inc. 9,406 7,046 -2,360 -25.09%
Cedrus LLC 6,076 4,873 -1,203 -19.80%
Pensionfund Sabic 23,000 18,500 -4,500 -19.57%
Los Angeles Capital Management & Equity Research Inc. 204,754 164,939 -39,815 -19.45%
Amalgamated Bank 155,707 128,419 -27,288 -17.53%
Capital Asset Advisory Services LLC 12,844 10,951 -1,893 -14.74%
Dakota Wealth Management 6,075 5,419 -656 -10.80%
Oakworth Capital Inc. 1,262 1,131 -131 -10.38%
Wiley BROS. Aintree Capital LLC 3,215 2,886 -329 -10.23%
Foster & Motley Inc. 84,269 76,568 -7,701 -9.14%
Canandaigua National Bank & Trust Co. 5,538 5,042 -496 -8.96%
Cyndeo Wealth Partners LLC 7,693 7,043 -650 -8.45%
Berkshire Bank 51,551 47,891 -3,660 -7.10%
New Mexico Educational Retirement Board 33,487 31,287 -2,200 -6.57%
Arden Trust Co 4,565 4,267 -298 -6.53%
DGS Capital Management LLC 6,051 5,658 -393 -6.49%
Alaska Permanent Fund Corp 42,614 39,866 -2,748 -6.45%
Stratos Wealth Advisors LLC 10,819 10,129 -690 -6.38%
Stratos Wealth Partners LTD. 13,332 12,503 -829 -6.22%
Aspire Private Capital LLC 442 415 -27 -6.11%
CENTRAL TRUST Co 8,258 7,766 -492 -5.96%
Trust Point Inc. 7,667 7,213 -454 -5.92%
Fifth Third Bancorp 173,632 163,466 -10,166 -5.85%
Wetzel Investment Advisors Inc. 1,857 1,749 -108 -5.82%
DekaBank Deutsche Girozentrale 1,432,552 1,351,289 -81,263 -5.67%
ST Germain D J Co. Inc. 1,310 1,236 -74 -5.65%
Wedge Capital Management L L P NC 572,751 540,737 -32,014 -5.59%
FirstPurpose Wealth LLC 3,379 3,201 -178 -5.27%
Moisand Fitzgerald Tamayo LLC 254 241 -13 -5.12%
Hartford Investment Management Co. 45,902 43,559 -2,343 -5.10%
Louisiana State Employees Retirement System 37,600 35,700 -1,900 -5.05%
State of Alaska Department of Revenue 80,324 76,524 -3,800 -4.73%
Clarius Group LLC 6,321 6,032 -289 -4.57%
Hexagon Capital Partners LLC 2,966 2,859 -107 -3.61%
GDS Wealth Management 6,069 5,853 -216 -3.56%
Global Retirement Partners LLC 6,880 6,649 -231 -3.36%
OLD National Bancorp IN 10,125 9,801 -324 -3.20%
Grimes & Company Inc. 12,524 12,125 -399 -3.19%
Gradient Investments LLC 235,751 228,395 -7,356 -3.12%
Cigna Investments Inc. New 6,811 6,600 -211 -3.10%
Sumitomo Mitsui Trust Holdings Inc. 1,674,306 1,622,779 -51,527 -3.08%
Nilsine Partners LLC 4,156 4,030 -126 -3.03%
Regions Financial Corp 615,550 597,544 -18,006 -2.93%
AdvisorNet Financial Inc 1,539 1,495 -44 -2.86%
Dohj LLC 8,446 8,207 -239 -2.83%
Windsor Capital Management LLC 10,592 10,339 -253 -2.39%
Farmers Trust Co. 4,128 4,036 -92 -2.23%
Assenagon Asset Management S.A. 18,738 18,326 -412 -2.20%
Bruce G. Allen Investments LLC 1,097 1,073 -24 -2.19%
City Holding Co. 5,493 5,380 -113 -2.06%
First Financialcorp IN 844 827 -17 -2.01%
Burns J W & Co. Inc. NY 13,010 12,755 -255 -1.96%
IFM Investors Pty Ltd 142,472 139,825 -2,647 -1.86%
Barrett & Company Inc. 13,989 13,732 -257 -1.84%
Means Investment CO. Inc. 9,595 9,438 -157 -1.64%
Greenfield Savings Bank 21,152 20,824 -328 -1.55%
Lockerman Financial Group Inc. 3,683 3,627 -56 -1.52%
Trust Co. of Toledo NA OH 33,861 33,356 -505 -1.49%
Iowa State Bank 53,661 52,920 -741 -1.38%
Wealthfront Advisers LLC 54,707 54,013 -694 -1.27%
Somerset Trust Co 18,181 17,950 -231 -1.27%
Carret Asset Management LLC 56,669 55,969 -700 -1.24%
Romano Brothers AND Company 55,747 55,102 -645 -1.16%
Cohen Klingenstein LLC 45,447 44,930 -517 -1.14%
Adirondack Trust Co. 16,966 16,776 -190 -1.12%
State of Michigan Retirement System 183,956 181,956 -2,000 -1.09%
Plimoth Trust Co. LLC 11,283 11,163 -120 -1.06%
Bangor Savings Bank 1,221 1,208 -13 -1.06%
Drive Wealth Management LLC 4,119 4,076 -43 -1.04%
Wealth Enhancement Advisory Services LLC 262,927 260,259 -2,668 -1.01%
Czech National Bank 108,898 108,011 -887 -0.81%
City State Bank 3,488 3,463 -25 -0.72%
Independence Bank of Kentucky 2,374 2,357 -17 -0.72%
Asset Dedication LLC 9,675 9,610 -65 -0.67%
Live Oak Private Wealth LLC 118,329 117,780 -549 -0.46%
WealthBridge Investment Counsel Inc. 118,500 118,000 -500 -0.42%
Perkins Coie Trust Co 51,421 51,220 -201 -0.39%
Mcrae Capital Management Inc. 5,387 5,367 -20 -0.37%
Woodmont Investment Counsel LLC 10,667 10,629 -38 -0.36%
Uncommon Cents Investing LLC 17,399 17,359 -40 -0.23%
Mather Group LLC. 4,607 4,597 -10 -0.22%
Tyche Wealth Partners LLC 3,871 3,863 -8 -0.21%
Moody National Bank Trust Division 14,932 14,901 -31 -0.21%
Allen Mooney & Barnes Investment Advisors LLC 148,496 148,249 -247 -0.17%
Stolper Co 29,132 29,088 -44 -0.15%
Stonegate Investment Group LLC 6,412 6,403 -9 -0.14%
Pflug Koory LLC 11,060 11,046 -14 -0.13%
13F Filers Exiting MET
BKM Wealth Management LLC 113 0 -113 -100.00%
Astoria Portfolio Advisors LLC. 3,557 0 -3,557 -100.00%
Richelieu Gestion PLC 298 0 -298 -100.00%
Level Financial Advisors Inc. 157 0 -157 -100.00%
Opal Wealth Advisors LLC 3,076 0 -3,076 -100.00%
Tennessee Valley Asset Management Partners 512 0 -512 -100.00%
Summit Financial LLC 3,035 0 -3,035 -100.00%
Ibex Wealth Advisors 4 0 -4 -100.00%
Harfst & Associates Inc. 36,600 0 -36,600 -100.00%
Verity & Verity LLC 254,508 0 -254,508 -100.00%
Artemis Investment Management LLP 165,862 0 -165,862 -100.00%
BSW Wealth Partners 4,015 0 -4,015 -100.00%
SeaTown Holdings Pte. Ltd. 33,400 0 -33,400 -100.00%
IMC Chicago LLC 18,844 0 -18,844 -100.00%
American National Bank 441 0 -441 -100.00%
Hennessy Advisors Inc. 88,000 0 -88,000 -100.00%
Bourgeon Capital Management LLC 75 0 -75 -100.00%
Atwood & Palmer Inc. 160 0 -160 -100.00%
Arvest Investments Inc. 34,918 0 -34,918 -100.00%
Griffin Asset Management Inc. 3,640 0 -3,640 -100.00%

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

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