HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing NMR Share Count | ||||
| Two Sigma Investments LP | 56,591 | 596,182 | +539,591 | +953.49% |
| Citadel Advisors LLC | 225,465 | 1,973,768 | +1,748,303 | +775.42% |
| Russell Investments Group Ltd. | 2,799 | 13,798 | +10,999 | +392.96% |
| Renaissance Technologies LLC | 198,290 | 853,532 | +655,242 | +330.45% |
| Vanguard Capital Wealth Advisors | 36,225 | 101,225 | +65,000 | +179.43% |
| Arrowstreet Capital Limited Partnership | 1,701,569 | 4,345,729 | +2,644,160 | +155.40% |
| Bourgeon Capital Management LLC | 119 | 275 | +156 | +131.09% |
| HRT Financial LP | 45,311 | 102,947 | +57,636 | +127.20% |
| Morningstar Investment Services LLC | 69,129 | 140,115 | +70,986 | +102.69% |
| D. E. Shaw & Co. Inc. | 801,288 | 1,512,580 | +711,292 | +88.77% |
| Charles Schwab Investment Management Inc. | 128,106 | 221,306 | +93,200 | +72.75% |
| Farther Finance Advisors LLC | 620 | 1,069 | +449 | +72.42% |
| Envestnet Asset Management Inc. | 22,844 | 37,120 | +14,276 | +62.49% |
| Glenmede Trust Co. NA | 16,396 | 26,523 | +10,127 | +61.77% |
| Ballentine Partners LLC | 30,292 | 48,741 | +18,449 | +60.90% |
| HighTower Advisors LLC | 13,613 | 21,756 | +8,143 | +59.82% |
| Virtu Financial LLC | 47,808 | 74,092 | +26,284 | +54.98% |
| Jane Street Group LLC | 72,132 | 111,719 | +39,587 | +54.88% |
| Creative Planning | 177,072 | 264,006 | +86,934 | +49.10% |
| Perigon Wealth Management LLC | 14,279 | 20,829 | +6,550 | +45.87% |
| Ameriprise Financial Inc. | 43,225 | 61,641 | +18,416 | +42.60% |
| Advisor Group Holdings Inc. | 5,694 | 8,094 | +2,400 | +42.15% |
| Parallel Advisors LLC | 13,803 | 19,110 | +5,307 | +38.45% |
| Orion Portfolio Solutions LLC | 25,211 | 34,644 | +9,433 | +37.42% |
| EverSource Wealth Advisors LLC | 5,464 | 7,482 | +2,018 | +36.93% |
| Quadrant Capital Group LLC | 44,555 | 60,764 | +16,209 | +36.38% |
| Boston Private Wealth LLC | 15,034 | 20,460 | +5,426 | +36.09% |
| O Shaughnessy Asset Management LLC | 14,444 | 19,195 | +4,751 | +32.89% |
| Aaron Wealth Advisors | 48,583 | 63,888 | +15,305 | +31.50% |
| JPMorgan Chase & Co. | 25,857 | 33,906 | +8,049 | +31.13% |
| BSW Wealth Partners | 41,596 | 54,184 | +12,588 | +30.26% |
| Bailard Inc. | 41,931 | 54,487 | +12,556 | +29.94% |
| Millennium Management LLC | 803,059 | 1,013,689 | +210,630 | +26.23% |
| Optas LLC | 28,842 | 35,382 | +6,540 | +22.68% |
| JustInvest LLC | 162,460 | 197,029 | +34,569 | +21.28% |
| Goldman Sachs Group Inc. | 3,243,807 | 3,933,656 | +689,849 | +21.27% |
| Valeo Financial Advisors LLC | 11,148 | 13,452 | +2,304 | +20.67% |
| Royal Bank of Canada | 216 | 259 | +43 | +19.91% |
| Cerity Partners LLC | 188,249 | 225,016 | +36,767 | +19.53% |
| Vident Advisory LLC | 111,902 | 133,258 | +21,356 | +19.08% |
| Ethic Inc. | 934,189 | 1,111,034 | +176,845 | +18.93% |
| MML Investors Services LLC | 17,968 | 21,187 | +3,219 | +17.92% |
| Cable Hill Partners LLC | 54,239 | 62,852 | +8,613 | +15.88% |
| Franklin Resources Inc. | 37,799 | 43,558 | +5,759 | +15.24% |
| Lindbrook Capital LLC | 13,139 | 14,713 | +1,574 | +11.98% |
| Mercer Global Advisors Inc. ADV | 112,802 | 126,297 | +13,495 | +11.96% |
| Citigroup Inc. | 13,292 | 14,802 | +1,510 | +11.36% |
| Glassman Wealth Services | 5,792 | 6,430 | +638 | +11.02% |
| Captrust Financial Advisors | 34,276 | 37,740 | +3,464 | +10.11% |
| BlackRock Inc. | 3,334,872 | 3,671,439 | +336,567 | +10.09% |
| FMR LLC | 1,085,771 | 1,194,728 | +108,957 | +10.03% |
| Ellevest Inc. | 32,327 | 35,465 | +3,138 | +9.71% |
| Mariner LLC | 226,286 | 247,075 | +20,789 | +9.19% |
| Wetherby Asset Management Inc. | 121,223 | 130,348 | +9,125 | +7.53% |
| Ronald Blue Trust Inc. | 11,085 | 11,867 | +782 | +7.05% |
| QRG Capital Management Inc. | 135,304 | 144,668 | +9,364 | +6.92% |
| Northern Trust Corp | 1,125,696 | 1,199,996 | +74,300 | +6.60% |
| West Family Investments Inc. | 19,789 | 21,043 | +1,254 | +6.34% |
| Bank of New York Mellon Corp | 183,257 | 194,198 | +10,941 | +5.97% |
| Signaturefd LLC | 87,966 | 92,455 | +4,489 | +5.10% |
| Drive Wealth Management LLC | 12,650 | 13,281 | +631 | +4.99% |
| Dorsey & Whitney Trust CO LLC | 26,504 | 27,824 | +1,320 | +4.98% |
| UBS Group AG | 133,807 | 140,286 | +6,479 | +4.84% |
| Veriti Management LLC | 222,552 | 233,243 | +10,691 | +4.80% |
| Natixis Advisors L.P. | 203,898 | 213,304 | +9,406 | +4.61% |
| US Bancorp DE | 89,644 | 93,025 | +3,381 | +3.77% |
| PDS Planning Inc | 32,915 | 33,735 | +820 | +2.49% |
| DMG Group LLC | 78,205 | 79,636 | +1,431 | +1.83% |
| Rhumbline Advisers | 139,072 | 140,429 | +1,357 | +0.98% |
| First Horizon Advisors Inc. | 324 | 325 | +1 | +0.31% |
| Sage Rhino Capital LLC | 19,350 | 19,405 | +55 | +0.28% |
| JFS Wealth Advisors LLC | 996 | 997 | +1 | +0.10% |
| 13F Filers Reporting New Positions In NMR | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 1,362 | +1,362 | +100% |
| Sei Investments Co. | 0 | 86,379 | +86,379 | +100% |
| Graham Capital Management L.P. | 0 | 118,200 | +118,200 | +100% |
| Capstone Investment Advisors LLC | 0 | 27,847 | +27,847 | +100% |
| Parkside Financial Bank & Trust | 0 | 493 | +493 | +100% |
| OLD Mission Capital LLC | 0 | 11,419 | +11,419 | +100% |
| United Capital Financial Advisers LLC | 0 | 44,817 | +44,817 | +100% |
| Sawtooth Solutions LLC | 0 | 24,402 | +24,402 | +100% |
| Quantbot Technologies LP | 0 | 797 | +797 | +100% |
| Callan Capital LLC | 0 | 34,833 | +34,833 | +100% |
| Advisory Services Network LLC | 0 | 627 | +627 | +100% |
| Pacer Advisors Inc. | 0 | 27,408 | +27,408 | +100% |
| Schonfeld Strategic Advisors LLC | 0 | 187,100 | +187,100 | +100% |
| Successful Portfolios LLC | 0 | 15,000 | +15,000 | +100% |
| Ieq Capital LLC | 0 | 12,593 | +12,593 | +100% |
| Aquatic Capital Management LLC | 0 | 32,600 | +32,600 | +100% |
| Bleakley Financial Group LLC | 0 | 24,402 | +24,402 | +100% |
| EntryPoint Capital LLC | 0 | 25,031 | +25,031 | +100% |
| Bruce G. Allen Investments LLC | 0 | 6,485 | +6,485 | +100% |
| GAMMA Investing LLC | 0 | 7,517 | +7,517 | +100% |
| Smartleaf Asset Management LLC | 0 | 216 | +216 | +100% |
| Pathstone Holdings LLC | 0 | 120,191 | +120,191 | +100% |
| Sivia Capital Partners LLC | 0 | 13,701 | +13,701 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| BOKF NA | 1,687 | 1,687 | UNCH | 0.00% |
| Synovus Financial Corp | 13,612 | 13,612 | UNCH | 0.00% |
| Harbour Investments Inc. | 800 | 800 | UNCH | 0.00% |
| D.A. Davidson & CO. | 19,108 | 19,108 | UNCH | 0.00% |
| GW&K Investment Management LLC | 847 | 847 | UNCH | 0.00% |
| Allworth Financial LP | 773 | 773 | UNCH | 0.00% |
| Moreno Evelyn V | 87,744 | 87,744 | UNCH | 0.00% |
| Xponance Inc. | 12,563 | 12,563 | UNCH | 0.00% |
| Zions Bancorporation N.A. | 3,364 | 3,364 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 2,788 | 2,788 | UNCH | 0.00% |
| Yousif Capital Management LLC | 54,050 | 54,050 | UNCH | 0.00% |
| Five Oceans Advisors | 12,237 | 12,237 | UNCH | 0.00% |
| Cape Investment Advisory Inc. | 597 | 597 | UNCH | 0.00% |
| 13F Filers Decreasing NMR Share Count | ||||
| Bank of Montreal Can | 379,272 | 32,994 | -346,278 | -91.30% |
| Bell Investment Advisors Inc | 468 | 139 | -329 | -70.30% |
| BNP Paribas Arbitrage SA | 33,609 | 10,275 | -23,334 | -69.43% |
| Victory Capital Management Inc. | 347,748 | 142,324 | -205,424 | -59.07% |
| Squarepoint Ops LLC | 65,633 | 31,176 | -34,457 | -52.50% |
| Global Retirement Partners LLC | 545 | 333 | -212 | -38.90% |
| Advisors Asset Management Inc. | 41,136 | 28,575 | -12,561 | -30.54% |
| Sequoia Financial Advisors LLC | 41,674 | 30,620 | -11,054 | -26.52% |
| Susquehanna International Group LLP | 20,454 | 15,132 | -5,322 | -26.02% |
| UMB Bank N A MO | 2,948 | 2,237 | -711 | -24.12% |
| Forum Financial Management LP | 75,238 | 58,289 | -16,949 | -22.53% |
| Investors Research Corp | 28,000 | 22,000 | -6,000 | -21.43% |
| Qube Research & Technologies Ltd | 565,359 | 471,914 | -93,445 | -16.53% |
| Evergreen Capital Management LLC | 21,498 | 18,503 | -2,995 | -13.93% |
| M&T Bank Corp | 29,324 | 25,537 | -3,787 | -12.91% |
| CI Private Wealth LLC | 105,491 | 92,072 | -13,419 | -12.72% |
| Northwestern Mutual Wealth Management Co. | 3,329 | 2,981 | -348 | -10.45% |
| Wealthstream Advisors Inc. | 12,898 | 11,736 | -1,162 | -9.01% |
| Bank of America Corp DE | 548,360 | 507,039 | -41,321 | -7.54% |
| Cresset Asset Management LLC | 58,225 | 54,384 | -3,841 | -6.60% |
| Wells Fargo & Company MN | 65,940 | 61,990 | -3,950 | -5.99% |
| CAPROCK Group Inc. | 41,906 | 39,497 | -2,409 | -5.75% |
| Wealth Enhancement Advisory Services LLC | 14,436 | 13,611 | -825 | -5.71% |
| CWM LLC | 20,565 | 19,618 | -947 | -4.60% |
| Lake Street Advisors Group LLC | 21,764 | 20,864 | -900 | -4.14% |
| Greenleaf Trust | 13,212 | 12,695 | -517 | -3.91% |
| The PNC Financial Services Group Inc. | 77,923 | 75,059 | -2,864 | -3.68% |
| Tower Research Capital LLC TRC | 2,851 | 2,789 | -62 | -2.17% |
| Gallacher Capital Management LLC | 67,571 | 66,507 | -1,064 | -1.57% |
| Pinnacle Wealth Planning Services Inc. | 59,405 | 58,505 | -900 | -1.52% |
| Werba Rubin Papier Wealth Management | 30,418 | 30,089 | -329 | -1.08% |
| Schechter Investment Advisors LLC | 32,383 | 32,102 | -281 | -0.87% |
| Morgan Stanley | 8,698,178 | 8,655,311 | -42,867 | -0.49% |
| Crossmark Global Holdings Inc. | 209,922 | 209,713 | -209 | -0.10% |
| First Affirmative Financial Network | 10,489 | 10,482 | -7 | -0.07% |
| Dimensional Fund Advisors LP | 3,617,078 | 3,616,044 | -1,034 | -0.03% |
| 13F Filers Exiting NMR | ||||
| Simplex Trading LLC | 834 | 0 | -834 | -100.00% |
| National Bank of Canada FI | 4,000 | 0 | -4,000 | -100.00% |
| Invesco Ltd. | 10,322 | 0 | -10,322 | -100.00% |
See Summary: Institutional Holders of NMR
See Details: Top 10 Hedge Funds Holding NMR
