HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing RTO Share Count | ||||
| Natixis Advisors L.P. | 11,061 | 220,764 | +209,703 | +1895.88% |
| GAMMA Investing LLC | 105 | 565 | +460 | +438.10% |
| Global Retirement Partners LLC | 58 | 211 | +153 | +263.79% |
| SYSTM Wealth Solutions LLC | 1,481 | 3,977 | +2,496 | +168.53% |
| Russell Investments Group Ltd. | 267 | 708 | +441 | +165.17% |
| Capstone Investment Advisors LLC | 8,019 | 16,199 | +8,180 | +102.01% |
| Signaturefd LLC | 6,044 | 11,915 | +5,871 | +97.14% |
| M&T Bank Corp | 7,847 | 15,293 | +7,446 | +94.89% |
| Whittier Trust Co. of Nevada Inc. | 534 | 968 | +434 | +81.27% |
| Oppenheimer & Co. Inc. | 21,755 | 36,422 | +14,667 | +67.42% |
| Iridian Asset Management LLC CT | 247,130 | 367,390 | +120,260 | +48.66% |
| JFS Wealth Advisors LLC | 43 | 63 | +20 | +46.51% |
| Envestnet Portfolio Solutions Inc. | 17,974 | 25,447 | +7,473 | +41.58% |
| First Horizon Advisors Inc. | 95 | 127 | +32 | +33.68% |
| NewEdge Wealth LLC | 13,270 | 17,678 | +4,408 | +33.22% |
| Copeland Capital Management LLC | 82 | 106 | +24 | +29.27% |
| Parallel Advisors LLC | 1,185 | 1,497 | +312 | +26.33% |
| Allworth Financial LP | 245 | 306 | +61 | +24.90% |
| Nichols & Pratt Advisers LLP MA | 499,880 | 616,644 | +116,764 | +23.36% |
| New York State Common Retirement Fund | 29,304 | 35,868 | +6,564 | +22.40% |
| Sumitomo Mitsui Trust Holdings Inc. | 64,400 | 78,073 | +13,673 | +21.23% |
| Sei Investments Co. | 53,404 | 64,606 | +11,202 | +20.98% |
| Raymond James & Associates | 283,966 | 334,934 | +50,968 | +17.95% |
| Lindbrook Capital LLC | 1,042 | 1,205 | +163 | +15.64% |
| Park Avenue Securities LLC | 11,612 | 13,376 | +1,764 | +15.19% |
| Whittier Trust Co. | 7,538 | 8,644 | +1,106 | +14.67% |
| Raymond James Trust N.A. | 9,640 | 10,885 | +1,245 | +12.91% |
| Benjamin F. Edwards & Company Inc. | 1,173 | 1,313 | +140 | +11.94% |
| Marks Group Wealth Management Inc | 19,186 | 21,293 | +2,107 | +10.98% |
| Oppenheimer Asset Management Inc. | 25,813 | 28,295 | +2,482 | +9.62% |
| Bank of New York Mellon Corp | 855,613 | 933,172 | +77,559 | +9.06% |
| Motley Fool Wealth Management LLC | 437,647 | 462,960 | +25,313 | +5.78% |
| William Blair Investment Management LLC | 55,963 | 58,257 | +2,294 | +4.10% |
| Moody Lynn & Lieberson LLC | 15,715 | 15,746 | +31 | +0.20% |
| 13F Filers Reporting New Positions In RTO | ||||
| Huntington National Bank | 0 | 3,572 | +3,572 | +100% |
| NBC Securities Inc. | 0 | 226 | +226 | +100% |
| UMB Bank N A MO | 0 | 199 | +199 | +100% |
| Charter Trust Co. | 0 | 282,864 | +282,864 | +100% |
| Regions Financial Corp | 0 | 32,533 | +32,533 | +100% |
| Yorktown Management & Research Co Inc | 0 | 9,900 | +9,900 | +100% |
| Janney Montgomery Scott LLC | 0 | 19,057 | +19,057 | +100% |
| Cambridge Investment Research Advisors Inc. | 0 | 14,217 | +14,217 | +100% |
| Susquehanna International Group LLP | 0 | 103,683 | +103,683 | +100% |
| HighTower Advisors LLC | 0 | 21,728 | +21,728 | +100% |
| Mather Group LLC. | 0 | 20 | +20 | +100% |
| W.G. Shaheen & Associates DBA Whitney & Co | 0 | 159,935 | +159,935 | +100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 0 | 255 | +255 | +100% |
| First PREMIER Bank | 0 | 680 | +680 | +100% |
| Verdence Capital Advisors LLC | 0 | 15,803 | +15,803 | +100% |
| Susquehanna International Group Ltd. | 0 | 29,370 | +29,370 | +100% |
| Game Plan Financial Advisors LLC | 0 | 150 | +150 | +100% |
| Gitterman Wealth Management LLC | 0 | 6,787 | +6,787 | +100% |
| Eagle Bay Advisors LLC | 0 | 120 | +120 | +100% |
| Allspring Global Investments Holdings LLC | 0 | 1,573 | +1,573 | +100% |
| Schechter Investment Advisors LLC | 0 | 10,586 | +10,586 | +100% |
| Norden Group LLC | 0 | 49,572 | +49,572 | +100% |
| Bruce G. Allen Investments LLC | 0 | 204 | +204 | +100% |
| Richardson Financial Services Inc. | 0 | 17 | +17 | +100% |
| Hilltop National Bank | 0 | 1,313 | +1,313 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Private Trust Co. NA | 248 | 248 | UNCH | 0.00% |
| Parkside Financial Bank & Trust | 47 | 47 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 63 | 63 | UNCH | 0.00% |
| Daiwa Securities Group Inc. | 14,838 | 14,838 | UNCH | 0.00% |
| Oakworth Capital Inc. | 75 | 75 | UNCH | 0.00% |
| HighMark Wealth Management LLC | 87 | 87 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 13 | 13 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 750 | 750 | UNCH | 0.00% |
| Yousif Capital Management LLC | 8,426 | 8,426 | UNCH | 0.00% |
| Bell Investment Advisors Inc | 78 | 78 | UNCH | 0.00% |
| Quent Capital LLC | 96 | 96 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 177 | 177 | UNCH | 0.00% |
| 13F Filers Decreasing RTO Share Count | ||||
| GW&K Investment Management LLC | 48,974 | 2,016 | -46,958 | -95.88% |
| CWM LLC | 26,059 | 5,169 | -20,890 | -80.16% |
| Ronald Blue Trust Inc. | 282 | 111 | -171 | -60.64% |
| Fifth Third Bancorp | 264 | 109 | -155 | -58.71% |
| WASHINGTON TRUST Co | 1,530 | 744 | -786 | -51.37% |
| Asset Management One Co. Ltd. | 16,078 | 8,624 | -7,454 | -46.36% |
| Park Place Capital Corp | 7,869 | 4,874 | -2,995 | -38.06% |
| Proequities Inc. | 1,592 | 992 | -600 | -37.69% |
| Hazlett Burt & Watson Inc. | 185 | 124 | -61 | -32.97% |
| Nisa Investment Advisors LLC | 166 | 130 | -36 | -21.69% |
| Veriti Management LLC | 8,089 | 7,389 | -700 | -8.65% |
| Cornerstone Planning Group LLC | 80 | 76 | -4 | -5.00% |
| Motley Fool Asset Management LLC | 305,000 | 297,020 | -7,980 | -2.62% |
| Brown Advisory Inc. | 3,884,020 | 3,834,233 | -49,787 | -1.28% |
| Family Legacy Inc. | 14,898 | 14,748 | -150 | -1.01% |
| US Bancorp DE | 54,474 | 54,262 | -212 | -0.39% |
| 13F Filers Exiting RTO | ||||
| BKM Wealth Management LLC | 221 | 0 | -221 | -100.00% |
| Larson Financial Group LLC | 101 | 0 | -101 | -100.00% |
| Manning & Napier Group LLC | 309,318 | 0 | -309,318 | -100.00% |
| Bogart Wealth LLC | 72 | 0 | -72 | -100.00% |
| Glassman Wealth Services | 22 | 0 | -22 | -100.00% |
| Advisory Services Network LLC | 691 | 0 | -691 | -100.00% |
| Quantbot Technologies LP | 17,938 | 0 | -17,938 | -100.00% |
| Simplex Trading LLC | 1,225 | 0 | -1,225 | -100.00% |
| State of New Jersey Common Pension Fund D | 10,174 | 0 | -10,174 | -100.00% |
| Raymond James Financial Services Advisors Inc. | 174,164 | 0 | -174,164 | -100.00% |
| Bourgeon Capital Management LLC | 19 | 0 | -19 | -100.00% |
See Summary: Institutional Holders of RTO
See Details: Top 10 Hedge Funds Holding RTO
