| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing ODFL Share Count |
|---|
| Ibex Wealth Advisors |
2 |
2,098 |
+2,096 |
+104800.00% |
| NBC Securities Inc. |
1,802 |
13,795 |
+11,993 |
+665.54% |
| Segment Wealth Management LLC |
6,288 |
46,483 |
+40,195 |
+639.23% |
| Norden Group LLC |
7,336 |
28,764 |
+21,428 |
+292.09% |
| Venturi Wealth Management LLC |
1,918 |
6,912 |
+4,994 |
+260.38% |
| Rise Advisors LLC |
78 |
183 |
+105 |
+134.62% |
| Exchange Traded Concepts LLC |
3,270 |
5,880 |
+2,610 |
+79.82% |
| Allworth Financial LP |
412 |
698 |
+286 |
+69.42% |
| Teamwork Financial Advisors LLC |
4,440 |
7,461 |
+3,021 |
+68.04% |
| Bogart Wealth LLC |
832 |
1,332 |
+500 |
+60.10% |
| Hexagon Capital Partners LLC |
94 |
144 |
+50 |
+53.19% |
| First Citizens Bank & Trust Co. |
1,062 |
1,597 |
+535 |
+50.38% |
| Western Financial Corp CA |
3,352 |
4,556 |
+1,204 |
+35.92% |
| One Wealth Advisors LLC |
2,210 |
2,918 |
+708 |
+32.04% |
| Diversified Trust Co |
5,592 |
7,350 |
+1,758 |
+31.44% |
| Summit Trail Advisors LLC |
1,252 |
1,612 |
+360 |
+28.75% |
| MinichMacGregor Wealth Management LLC |
24,926 |
31,437 |
+6,511 |
+26.12% |
| Outlook Wealth Advisors LLC |
1,112 |
1,398 |
+286 |
+25.72% |
| Dynamic Advisor Solutions LLC |
2,482 |
3,114 |
+632 |
+25.46% |
| First Hawaiian Bank |
12,096 |
14,804 |
+2,708 |
+22.39% |
| Veriti Management LLC |
4,102 |
4,813 |
+711 |
+17.33% |
| Wealth Enhancement Advisory Services LLC |
52,806 |
61,499 |
+8,693 |
+16.46% |
| CWM LLC |
4,236 |
4,930 |
+694 |
+16.38% |
| GAMMA Investing LLC |
1,160 |
1,332 |
+172 |
+14.83% |
| JJJ Advisors Inc. |
1,328 |
1,524 |
+196 |
+14.76% |
| SeaCrest Wealth Management LLC |
3,328 |
3,775 |
+447 |
+13.43% |
| LVW Advisors LLC |
2,728 |
3,086 |
+358 |
+13.12% |
| Atlantic Union Bankshares Corp |
10,474 |
11,714 |
+1,240 |
+11.84% |
| Wasatch Advisors Inc. |
5,874 |
6,506 |
+632 |
+10.76% |
| OneAscent Financial Services LLC |
3,458 |
3,813 |
+355 |
+10.27% |
| Copeland Capital Management LLC |
50,268 |
55,038 |
+4,770 |
+9.49% |
| Allspring Global Investments Holdings LLC |
357,500 |
389,891 |
+32,391 |
+9.06% |
| Values First Advisors Inc. |
6,982 |
7,559 |
+577 |
+8.26% |
| Drive Wealth Management LLC |
1,556 |
1,648 |
+92 |
+5.91% |
| Ballentine Partners LLC |
1,544 |
1,634 |
+90 |
+5.83% |
| Raymond James & Associates |
52,368 |
55,169 |
+2,801 |
+5.35% |
| Clarus Wealth Advisors |
2,686 |
2,796 |
+110 |
+4.10% |
| Capital Insight Partners LLC |
22,946 |
23,782 |
+836 |
+3.64% |
| Verdence Capital Advisors LLC |
3,576 |
3,700 |
+124 |
+3.47% |
| BNC Wealth Management LLC |
9,552 |
9,876 |
+324 |
+3.39% |
| Chesley Taft & Associates LLC |
13,230 |
13,660 |
+430 |
+3.25% |
| Lindbrook Capital LLC |
854 |
878 |
+24 |
+2.81% |
| Covenant Asset Management LLC |
23,862 |
24,466 |
+604 |
+2.53% |
| Gateway Investment Advisers LLC |
80,628 |
81,888 |
+1,260 |
+1.56% |
| Spire Wealth Management |
29,632 |
30,085 |
+453 |
+1.53% |
| Fortitude Family Office LLC |
132 |
134 |
+2 |
+1.52% |
| Valley National Advisers Inc. |
164 |
166 |
+2 |
+1.22% |
| Stratos Wealth Partners LTD. |
2,466 |
2,490 |
+24 |
+0.97% |
| Wedmont Private Capital |
3,276 |
3,304 |
+28 |
+0.85% |
| Raymond James Financial Services Advisors Inc. |
130,264 |
131,274 |
+1,010 |
+0.78% |
| DGS Capital Management LLC |
2,178 |
2,194 |
+16 |
+0.73% |
| Sumitomo Mitsui Trust Holdings Inc. |
492,206 |
495,051 |
+2,845 |
+0.58% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
59,404 |
59,738 |
+334 |
+0.56% |
| IFM Investors Pty Ltd |
37,932 |
38,118 |
+186 |
+0.49% |
| Czech National Bank |
31,342 |
31,484 |
+142 |
+0.45% |
| Canal Capital Management LLC |
563,224 |
565,496 |
+2,272 |
+0.40% |
| Garrison Bradford & Associates Inc. |
36,834 |
36,949 |
+115 |
+0.31% |
| Checchi Capital Advisers LLC |
2,234 |
2,240 |
+6 |
+0.27% |
| Capital Advisors Ltd. LLC |
794 |
796 |
+2 |
+0.25% |
| Regions Financial Corp |
6,200 |
6,213 |
+13 |
+0.21% |
| Chicago Partners Investment Group LLC |
1,130 |
1,132 |
+2 |
+0.18% |
| Transform Wealth LLC |
3,416 |
3,420 |
+4 |
+0.12% |
| Kovack Advisors Inc. |
2,696 |
2,699 |
+3 |
+0.11% |
| Davis Investment Partners LLC |
1,074 |
1,075 |
+1 |
+0.09% |
| Grimes & Company Inc. |
1,332 |
1,333 |
+1 |
+0.08% |
| 13F Filers Reporting New Positions In ODFL |
|---|
| Vaughan Nelson Investment Management L.P. |
0 |
23,490 |
+23,490 |
+100% |
| Adirondack Trust Co. |
0 |
1 |
+1 |
+100% |
| Northwest Investment Counselors LLC |
0 |
338 |
+338 |
+100% |
| Simplex Trading LLC |
0 |
2,587 |
+2,587 |
+100% |
| St. Johns Investment Management Company LLC |
0 |
20 |
+20 |
+100% |
| Dakota Wealth Management |
0 |
1,646 |
+1,646 |
+100% |
| Trust Point Inc. |
0 |
948 |
+948 |
+100% |
| Wealthcare Advisory Partners LLC |
0 |
17,703 |
+17,703 |
+100% |
| Valeo Financial Advisors LLC |
0 |
1,478 |
+1,478 |
+100% |
| Symphony Financial Ltd. Co. |
0 |
1,003 |
+1,003 |
+100% |
| Threadgill Financial LLC |
0 |
6,692 |
+6,692 |
+100% |
| Piscataqua Savings Bank |
0 |
5 |
+5 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
16 |
+16 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
24 |
+24 |
+100% |
| Simplicity Wealth LLC |
0 |
3,701 |
+3,701 |
+100% |
| Register Financial Advisors LLC |
0 |
48 |
+48 |
+100% |
| Milestone Asset Management LLC |
0 |
7,973 |
+7,973 |
+100% |
| PFG Investments LLC |
0 |
956 |
+956 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Cigna Investments Inc. New |
2,084 |
2,084 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
24 |
24 |
UNCH |
0.00% |
| State of Michigan Retirement System |
77,388 |
77,388 |
UNCH |
0.00% |
| Delta Capital Management LLC |
2,874 |
2,874 |
UNCH |
0.00% |
| Gillespie Robinson & Grimm Inc. |
20,264 |
20,264 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
1,000 |
1,000 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
8,396 |
8,396 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
4 |
4 |
UNCH |
0.00% |
| Smith Chas P & Associates PA Cpas |
1,980 |
1,980 |
UNCH |
0.00% |
| WBH Advisory Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
124 |
124 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
104 |
104 |
UNCH |
0.00% |
| Asset Dedication LLC |
2 |
2 |
UNCH |
0.00% |
| Reliant Investment Management LLC |
1,130 |
1,130 |
UNCH |
0.00% |
| Alta Advisers Ltd |
600 |
600 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
300 |
300 |
UNCH |
0.00% |
| Catalyst Capital Advisors LLC |
206 |
206 |
UNCH |
0.00% |
| Gilman Hill Asset Management LLC |
1,780 |
1,780 |
UNCH |
0.00% |
| AMF Pensionsforsakring AB |
41,532 |
41,532 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
50 |
50 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| MCF Advisors LLC |
6 |
6 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
48 |
48 |
UNCH |
0.00% |
| MV Capital Management Inc. |
156 |
156 |
UNCH |
0.00% |
| Perpetual Ltd |
1,680 |
1,680 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
36 |
36 |
UNCH |
0.00% |
| Symmetry Partners LLC |
9,112 |
9,112 |
UNCH |
0.00% |
| Security National Bank |
1,180 |
1,180 |
UNCH |
0.00% |
| Versant Capital Management Inc |
10 |
10 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
22,104 |
22,104 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
4 |
4 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
15,352 |
15,352 |
UNCH |
0.00% |
| CFM Wealth Partners LLC |
6,750 |
6,750 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
2 |
2 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
248 |
248 |
UNCH |
0.00% |
| Caerus Investment Advisors LLC |
2,910 |
2,910 |
UNCH |
0.00% |
| Red Tortoise LLC |
38 |
38 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
2,702 |
2,702 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
384 |
384 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
16 |
16 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
2 |
2 |
UNCH |
0.00% |
| 13F Filers Decreasing ODFL Share Count |
|---|
| Alpha Omega Wealth Management LLC |
478,704 |
22,880 |
-455,824 |
-95.22% |
| Advisor Resource Council |
3,680 |
849 |
-2,831 |
-76.93% |
| Sound Income Strategies LLC |
170 |
66 |
-104 |
-61.18% |
| Assenagon Asset Management S.A. |
15,858 |
6,328 |
-9,530 |
-60.10% |
| Park Avenue Securities LLC |
6,730 |
3,267 |
-3,463 |
-51.46% |
| Fulton Bank N.A. |
9,852 |
4,817 |
-5,035 |
-51.11% |
| Private Trust Co. NA |
1,570 |
779 |
-791 |
-50.38% |
| Wetzel Investment Advisors Inc. |
4 |
2 |
-2 |
-50.00% |
| Mather Group LLC. |
1,212 |
607 |
-605 |
-49.92% |
| Gulf International Bank UK Ltd |
16,854 |
8,474 |
-8,380 |
-49.72% |
| Zurcher Kantonalbank Zurich Cantonalbank |
66,442 |
33,966 |
-32,476 |
-48.88% |
| Meridian Wealth Management LLC |
1,796 |
954 |
-842 |
-46.88% |
| Raymond James Trust N.A. |
2,956 |
1,677 |
-1,279 |
-43.27% |
| City Holding Co. |
4,320 |
2,466 |
-1,854 |
-42.92% |
| Cambridge Investment Research Advisors Inc. |
30,534 |
17,527 |
-13,007 |
-42.60% |
| Robeco Institutional Asset Management B.V. |
40,424 |
29,052 |
-11,372 |
-28.13% |
| Park Place Capital Corp |
150 |
112 |
-38 |
-25.33% |
| SPF Beheer BV |
219,918 |
164,848 |
-55,070 |
-25.04% |
| Salem Investment Counselors Inc. |
264 |
200 |
-64 |
-24.24% |
| ST Germain D J Co. Inc. |
4,500 |
3,500 |
-1,000 |
-22.22% |
| DekaBank Deutsche Girozentrale |
47,174 |
37,457 |
-9,717 |
-20.60% |
| CVA Family Office LLC |
370 |
302 |
-68 |
-18.38% |
| DMG Group LLC |
3,150 |
2,596 |
-554 |
-17.59% |
| Amalgamated Bank |
48,854 |
40,290 |
-8,564 |
-17.53% |
| V Square Quantitative Management LLC |
3,064 |
2,540 |
-524 |
-17.10% |
| Nations Financial Group Inc. IA ADV |
6,678 |
5,554 |
-1,124 |
-16.83% |
| Hennion & Walsh Asset Management Inc. |
35,842 |
29,891 |
-5,951 |
-16.60% |
| State of Alaska Department of Revenue |
54,806 |
46,106 |
-8,700 |
-15.87% |
| Banque Cantonale Vaudoise |
13,892 |
11,788 |
-2,104 |
-15.15% |
| SJS Investment Consulting Inc. |
42 |
36 |
-6 |
-14.29% |
| BluePath Capital Management LLC |
1,390 |
1,210 |
-180 |
-12.95% |
| waypoint wealth counsel |
1,374 |
1,205 |
-169 |
-12.30% |
| Marshall Financial Group LLC |
1,638 |
1,457 |
-181 |
-11.05% |
| Massmutual Trust Co. FSB ADV |
3,664 |
3,272 |
-392 |
-10.70% |
| Chicago Capital LLC |
16,996 |
15,439 |
-1,557 |
-9.16% |
| Douglas Lane & Associates LLC |
1,040 |
964 |
-76 |
-7.31% |
| DNB Asset Management AS |
73,076 |
67,994 |
-5,082 |
-6.95% |
| Riverview Trust Co |
1,940 |
1,820 |
-120 |
-6.19% |
| Fifth Third Bancorp |
8,146 |
7,782 |
-364 |
-4.47% |
| RMR Wealth Builders |
1,646 |
1,574 |
-72 |
-4.37% |
| New Mexico Educational Retirement Board |
9,350 |
8,950 |
-400 |
-4.28% |
| Global Retirement Partners LLC |
6,126 |
5,875 |
-251 |
-4.10% |
| Hartford Investment Management Co. |
12,040 |
11,570 |
-470 |
-3.90% |
| Lake Street Financial LLC |
2,944 |
2,832 |
-112 |
-3.80% |
| Bridges Investment Management Inc. |
270,528 |
260,684 |
-9,844 |
-3.64% |
| Wealthfront Advisers LLC |
33,688 |
32,668 |
-1,020 |
-3.03% |
| AdvisorNet Financial Inc |
1,762 |
1,710 |
-52 |
-2.95% |
| Congress Wealth Management LLC DE |
65,218 |
63,351 |
-1,867 |
-2.86% |
| Louisiana State Employees Retirement System |
28,200 |
27,400 |
-800 |
-2.84% |
| Bank of New York Mellon Corp |
6,104,360 |
5,940,385 |
-163,975 |
-2.69% |
| Shulman DeMeo Asset Management LLC |
2,368 |
2,307 |
-61 |
-2.58% |
| New York State Teachers Retirement System |
204,220 |
199,752 |
-4,468 |
-2.19% |
| WCM Investment Management LLC |
2,027,332 |
1,986,197 |
-41,135 |
-2.03% |
| Brown Advisory Inc. |
24,046 |
23,594 |
-452 |
-1.88% |
| Rockland Trust Co. |
2,542 |
2,498 |
-44 |
-1.73% |
| OneAscent Wealth Management LLC |
2,276 |
2,245 |
-31 |
-1.36% |
| GHP Investment Advisors Inc. |
24,112 |
23,788 |
-324 |
-1.34% |
| Krueger & Catalano Capital Partners LLC |
9,726 |
9,599 |
-127 |
-1.31% |
| International Assets Investment Management LLC |
3,480 |
3,438 |
-42 |
-1.21% |
| Central Bank & Trust Co. |
32,722 |
32,338 |
-384 |
-1.17% |
| Argus Investors Counsel Inc. |
15,982 |
15,798 |
-184 |
-1.15% |
| Los Angeles Capital Management & Equity Research Inc. |
2,104 |
2,082 |
-22 |
-1.05% |
| Congress Asset Management Co. MA |
428,622 |
424,665 |
-3,957 |
-0.92% |
| Azzad Asset Management Inc. ADV |
16,662 |
16,510 |
-152 |
-0.91% |
| Natixis Advisors L.P. |
362,980 |
359,740 |
-3,240 |
-0.89% |
| Contravisory Investment Management Inc. |
2,310 |
2,302 |
-8 |
-0.35% |
| Ritholtz Wealth Management |
13,298 |
13,271 |
-27 |
-0.20% |
| CX Institutional |
1,878 |
1,876 |
-2 |
-0.11% |
| 13F Filers Exiting ODFL |
|---|
| Everpar Advisors LLC |
1,550 |
0 |
-1,550 |
-100.00% |
| West Paces Advisors Inc. |
46 |
0 |
-46 |
-100.00% |
| Arlington Trust Co LLC |
16 |
0 |
-16 |
-100.00% |
| Lecap Asset Management Ltd. |
5,498 |
0 |
-5,498 |
-100.00% |
| Retireful LLC |
10,886 |
0 |
-10,886 |
-100.00% |
| Andina Capital Management LLC |
1,446 |
0 |
-1,446 |
-100.00% |
| Peak Financial Advisors LLC |
11,454 |
0 |
-11,454 |
-100.00% |
| Coastal Investment Advisors Inc. |
1,466 |
0 |
-1,466 |
-100.00% |
| Arcus Capital Partners LLC |
952 |
0 |
-952 |
-100.00% |
| CHICAGO TRUST Co NA |
1,004 |
0 |
-1,004 |
-100.00% |
| Gradient Investments LLC |
6 |
0 |
-6 |
-100.00% |
| Essex Financial Services Inc. |
1,232 |
0 |
-1,232 |
-100.00% |
| Rational Advisors LLC |
206 |
0 |
-206 |
-100.00% |
| Toth Financial Advisory Corp |
30 |
0 |
-30 |
-100.00% |
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