Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing ORLY Share Count |
Indiana Trust & Investment Management CO |
8 |
34 |
+26 |
+325.00% |
Perpetual Ltd |
270 |
1,141 |
+871 |
+322.59% |
Exchange Traded Concepts LLC |
652 |
1,377 |
+725 |
+111.20% |
Stephenson National Bank & Trust |
10 |
18 |
+8 |
+80.00% |
Atlas Brown Inc. |
400 |
613 |
+213 |
+53.25% |
CWM LLC |
1,325 |
2,013 |
+688 |
+51.92% |
Fortitude Family Office LLC |
6 |
9 |
+3 |
+50.00% |
Capital Investment Advisors LLC |
784 |
1,164 |
+380 |
+48.47% |
Stratos Wealth Partners LTD. |
1,444 |
2,023 |
+579 |
+40.10% |
Daymark Wealth Partners LLC |
265 |
356 |
+91 |
+34.34% |
GAMMA Investing LLC |
384 |
513 |
+129 |
+33.59% |
OLD National Bancorp IN |
294 |
377 |
+83 |
+28.23% |
Compton Wealth Advisory Group LLC |
516 |
655 |
+139 |
+26.94% |
WD Rutherford LLC |
593 |
728 |
+135 |
+22.77% |
One Wealth Advisors LLC |
536 |
641 |
+105 |
+19.59% |
Annex Advisory Services LLC |
10,494 |
12,218 |
+1,724 |
+16.43% |
First Citizens Bank & Trust Co. |
391 |
455 |
+64 |
+16.37% |
Palumbo Wealth Management LLC |
1,224 |
1,415 |
+191 |
+15.60% |
Bath Savings Trust Co |
3,196 |
3,622 |
+426 |
+13.33% |
MCF Advisors LLC |
812 |
912 |
+100 |
+12.32% |
Sunbelt Securities Inc. |
467 |
516 |
+49 |
+10.49% |
NBC Securities Inc. |
1,107 |
1,205 |
+98 |
+8.85% |
CFM Wealth Partners LLC |
7,053 |
7,584 |
+531 |
+7.53% |
Harbor Investment Advisory LLC |
116 |
124 |
+8 |
+6.90% |
JJJ Advisors Inc. |
33 |
35 |
+2 |
+6.06% |
Salem Investment Counselors Inc. |
67 |
71 |
+4 |
+5.97% |
Strong Tower Advisory Services |
426 |
450 |
+24 |
+5.63% |
Capital Market Strategies LLC |
267 |
282 |
+15 |
+5.62% |
Pallas Capital Advisors LLC |
6,440 |
6,780 |
+340 |
+5.28% |
Fifth Third Wealth Advisors LLC |
510 |
536 |
+26 |
+5.10% |
Wedmont Private Capital |
756 |
793 |
+37 |
+4.89% |
Kathmere Capital Management LLC |
903 |
945 |
+42 |
+4.65% |
Ballentine Partners LLC |
914 |
953 |
+39 |
+4.27% |
Hodges Capital Management Inc. |
466 |
485 |
+19 |
+4.08% |
Dynamic Advisor Solutions LLC |
4,006 |
4,163 |
+157 |
+3.92% |
Procyon Private Wealth Partners LLC |
2,873 |
2,970 |
+97 |
+3.38% |
International Assets Investment Management LLC |
688 |
706 |
+18 |
+2.62% |
Toth Financial Advisory Corp |
4,078 |
4,164 |
+86 |
+2.11% |
Fulton Bank N.A. |
1,909 |
1,944 |
+35 |
+1.83% |
Transform Wealth LLC |
8,345 |
8,480 |
+135 |
+1.62% |
Atwood & Palmer Inc. |
75 |
76 |
+1 |
+1.33% |
AdvisorNet Financial Inc |
225 |
228 |
+3 |
+1.33% |
Stratos Wealth Advisors LLC |
861 |
870 |
+9 |
+1.05% |
CVA Family Office LLC |
102 |
103 |
+1 |
+0.98% |
PFW Advisors LLC |
229 |
231 |
+2 |
+0.87% |
CHICAGO TRUST Co NA |
377 |
380 |
+3 |
+0.80% |
Gulf International Bank UK Ltd |
4,995 |
5,022 |
+27 |
+0.54% |
Cooper Financial Group |
503 |
505 |
+2 |
+0.40% |
Massmutual Trust Co. FSB ADV |
21,296 |
21,371 |
+75 |
+0.35% |
Czech National Bank |
10,362 |
10,393 |
+31 |
+0.30% |
Ignite Planners LLC |
350 |
351 |
+1 |
+0.29% |
McLean Asset Management Corp |
461 |
462 |
+1 |
+0.22% |
13F Filers Reporting New Positions In ORLY |
Wiley BROS. Aintree Capital LLC |
0 |
448 |
+448 |
+100% |
Factory Mutual Insurance Co. |
0 |
5,000 |
+5,000 |
+100% |
Webster Bank N. A. |
0 |
4 |
+4 |
+100% |
Keel Point LLC |
0 |
221 |
+221 |
+100% |
Welch Group LLC |
0 |
220 |
+220 |
+100% |
Hengehold Capital Management LLC |
0 |
212 |
+212 |
+100% |
Alaska Permanent Fund Corp |
0 |
182 |
+182 |
+100% |
Riverview Trust Co |
0 |
36 |
+36 |
+100% |
St. Johns Investment Management Company LLC |
0 |
10 |
+10 |
+100% |
BTC Capital Management Inc. |
0 |
7,609 |
+7,609 |
+100% |
First PREMIER Bank |
0 |
3 |
+3 |
+100% |
Deane Retirement Strategies Inc. |
0 |
1,738 |
+1,738 |
+100% |
180 Wealth Advisors LLC |
0 |
273 |
+273 |
+100% |
Aurum Wealth Management Group LLC |
0 |
196 |
+196 |
+100% |
Banque Cantonale Vaudoise |
0 |
784 |
+784 |
+100% |
Elevated Capital Advisors LLC |
0 |
206 |
+206 |
+100% |
Threadgill Financial LLC |
0 |
303 |
+303 |
+100% |
Rise Advisors LLC |
0 |
32 |
+32 |
+100% |
Legacy Financial Group LLC |
0 |
527 |
+527 |
+100% |
Opal Wealth Advisors LLC |
0 |
263 |
+263 |
+100% |
Range Financial Group LLC |
0 |
197 |
+197 |
+100% |
Global Assets Advisory LLC |
0 |
96,074 |
+96,074 |
+100% |
13F Filers With Unchanged Share Count |
City Holding Co. |
200 |
200 |
UNCH |
0.00% |
Summit Financial Group Inc. |
244 |
244 |
UNCH |
0.00% |
Campbell Newman Asset Management Inc. |
600 |
600 |
UNCH |
0.00% |
Sterling Investment Advisors LLC ADV |
258 |
258 |
UNCH |
0.00% |
Jacobs & Co. CA |
440 |
440 |
UNCH |
0.00% |
First National Bank Sioux Falls |
616 |
616 |
UNCH |
0.00% |
Northwest Investment Counselors LLC |
1,200 |
1,200 |
UNCH |
0.00% |
Atlas Capital Advisors LLC |
9 |
9 |
UNCH |
0.00% |
Asset Dedication LLC |
146 |
146 |
UNCH |
0.00% |
Perkins Coie Trust Co |
1 |
1 |
UNCH |
0.00% |
Radnor Capital Management LLC |
6,360 |
6,360 |
UNCH |
0.00% |
Symmetry Partners LLC |
860 |
860 |
UNCH |
0.00% |
Pinnacle Bank |
78 |
78 |
UNCH |
0.00% |
Nova R Wealth Inc. |
389 |
389 |
UNCH |
0.00% |
Global Trust Asset Management LLC |
3 |
3 |
UNCH |
0.00% |
Sound Income Strategies LLC |
173 |
173 |
UNCH |
0.00% |
Versant Capital Management Inc |
149 |
149 |
UNCH |
0.00% |
Pathway Financial Advisors LLC |
478 |
478 |
UNCH |
0.00% |
Insight Financial Services |
9 |
9 |
UNCH |
0.00% |
Davis Capital Management |
42 |
42 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
1 |
1 |
UNCH |
0.00% |
Global Wealth Strategies & Associates |
11 |
11 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
22 |
22 |
UNCH |
0.00% |
Horizons Wealth Management |
11 |
11 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
6 |
6 |
UNCH |
0.00% |
Compass Wealth Management LLC |
45 |
45 |
UNCH |
0.00% |
Etesian Wealth Advisors Inc. |
218 |
218 |
UNCH |
0.00% |
Arlington Trust Co LLC |
731 |
731 |
UNCH |
0.00% |
Peoples Bank KS |
70 |
70 |
UNCH |
0.00% |
PFS Partners LLC |
13 |
13 |
UNCH |
0.00% |
Mainsail Asset Management LLC |
358 |
358 |
UNCH |
0.00% |
Financial Synergies Wealth Advisors Inc. |
1 |
1 |
UNCH |
0.00% |
13F Filers Decreasing ORLY Share Count |
Atlantic Union Bankshares Corp |
2,279 |
264 |
-2,015 |
-88.42% |
First Financialcorp IN |
61 |
22 |
-39 |
-63.93% |
Canandaigua National Bank & Trust Co. |
2,010 |
1,140 |
-870 |
-43.28% |
Central Bank & Trust Co. |
130 |
75 |
-55 |
-42.31% |
Financial Management Professionals Inc. |
57 |
33 |
-24 |
-42.11% |
Park Avenue Securities LLC |
1,263 |
873 |
-390 |
-30.88% |
Security National Bank |
109 |
80 |
-29 |
-26.61% |
American National Bank |
362 |
266 |
-96 |
-26.52% |
Legacy Financial Strategies LLC |
364 |
279 |
-85 |
-23.35% |
waypoint wealth counsel |
288 |
229 |
-59 |
-20.49% |
Rheos Capital Works Inc. |
19,100 |
15,300 |
-3,800 |
-19.90% |
Overbrook Management Corp |
11,511 |
9,275 |
-2,236 |
-19.42% |
Wealth Enhancement Advisory Services LLC |
9,320 |
7,684 |
-1,636 |
-17.55% |
Los Angeles Capital Management & Equity Research Inc. |
71,008 |
59,240 |
-11,768 |
-16.57% |
Gateway Investment Advisers LLC |
13,258 |
11,218 |
-2,040 |
-15.39% |
First National Bank of Mount Dora Trust Investment Services |
3,465 |
2,943 |
-522 |
-15.06% |
Rockland Trust Co. |
5,326 |
4,576 |
-750 |
-14.08% |
DNB Asset Management AS |
24,426 |
21,445 |
-2,981 |
-12.20% |
Pensionfund Sabic |
1,700 |
1,500 |
-200 |
-11.76% |
Elk River Wealth Management LLC |
8,343 |
7,529 |
-814 |
-9.76% |
Bruce G. Allen Investments LLC |
12 |
11 |
-1 |
-8.33% |
Cullen Investment Group LTD. |
1,518 |
1,393 |
-125 |
-8.23% |
CIC Wealth LLC |
558 |
521 |
-37 |
-6.63% |
Contravisory Investment Management Inc. |
513 |
480 |
-33 |
-6.43% |
Baldwin Brothers Inc. MA |
177 |
167 |
-10 |
-5.65% |
Papp L Roy & Associates |
29,299 |
27,680 |
-1,619 |
-5.53% |
Steigerwald Gordon & Koch Inc. |
301 |
286 |
-15 |
-4.98% |
First Hawaiian Bank |
3,269 |
3,162 |
-107 |
-3.27% |
S.A. Mason LLC |
1,753 |
1,699 |
-54 |
-3.08% |
West Paces Advisors Inc. |
34 |
33 |
-1 |
-2.94% |
CX Institutional |
280 |
272 |
-8 |
-2.86% |
Bank of New Hampshire |
3,909 |
3,805 |
-104 |
-2.66% |
Beese Fulmer Investment Management Inc. |
21,052 |
20,571 |
-481 |
-2.28% |
McBroom & Associates LLC |
7,743 |
7,598 |
-145 |
-1.87% |
NorthCrest Asset Manangement LLC |
3,212 |
3,154 |
-58 |
-1.81% |
Brookstone Capital Management |
515 |
509 |
-6 |
-1.17% |
Dohj LLC |
345 |
342 |
-3 |
-0.87% |
Kingswood Wealth Advisors LLC |
753 |
747 |
-6 |
-0.80% |
Walker Asset Management LLC |
10,031 |
9,952 |
-79 |
-0.79% |
Congress Asset Management Co. MA |
110,235 |
109,466 |
-769 |
-0.70% |
SignalPoint Asset Management LLC |
51,120 |
50,766 |
-354 |
-0.69% |
Cambridge Advisors Inc. |
972 |
967 |
-5 |
-0.51% |
Salvus Wealth Management LLC |
1,469 |
1,463 |
-6 |
-0.41% |
Chicago Capital LLC |
2,796 |
2,785 |
-11 |
-0.39% |
Ausdal Financial Partners Inc. |
343 |
342 |
-1 |
-0.29% |
Mather Group LLC. |
665 |
664 |
-1 |
-0.15% |
Woodstock Corp |
41,008 |
40,991 |
-17 |
-0.04% |
13F Filers Exiting ORLY |
OneAscent Wealth Management LLC |
281 |
0 |
-281 |
-100.00% |
Inscription Capital LLC |
236 |
0 |
-236 |
-100.00% |
Moisand Fitzgerald Tamayo LLC |
4 |
0 |
-4 |
-100.00% |
Arlington Partners LLC |
6 |
0 |
-6 |
-100.00% |
Weiss Multi Strategy Advisers LLC |
5,130 |
0 |
-5,130 |
-100.00% |