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TDY Holdings Changes image
This page summarizes the TDY 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 TDY 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 TDY Share Count
Norden Group LLC 2,149 45,186 +43,037 +2002.65%
Steel Peak Wealth Management LLC 539 1,682 +1,143 +212.06%
AdvisorNet Financial Inc 28 76 +48 +171.43%
NBC Securities Inc. 47 89 +42 +89.36%
First Citizens Bank & Trust Co. 5,209 8,854 +3,645 +69.98%
JJJ Advisors Inc. 20 31 +11 +55.00%
Barrett & Company Inc. 50 75 +25 +50.00%
Stephenson National Bank & Trust 539 738 +199 +36.92%
CWM LLC 505 620 +115 +22.77%
MJP Associates Inc. ADV 470 572 +102 +21.70%
Wealth Enhancement Advisory Services LLC 1,403 1,683 +280 +19.96%
Portside Wealth Group LLC 1,856 2,189 +333 +17.94%
Flagship Harbor Advisors LLC 638 743 +105 +16.46%
Rice Hall James & Associates LLC 1,450 1,657 +207 +14.28%
Running Oak Capital LLC 20,250 23,037 +2,787 +13.76%
Financial Management Professionals Inc. 22 25 +3 +13.64%
Cardinal Capital Management 6,145 6,942 +797 +12.97%
Simon Quick Advisors LLC 640 720 +80 +12.50%
Nvest Financial LLC 987 1,110 +123 +12.46%
Park Avenue Securities LLC 1,993 2,182 +189 +9.48%
Massmutual Trust Co. FSB ADV 97 106 +9 +9.28%
Raymond James & Associates 86,945 94,933 +7,988 +9.19%
Capital Advisors Ltd. LLC 176 190 +14 +7.95%
Fulton Bank N.A. 1,107 1,171 +64 +5.78%
GAMMA Investing LLC 260 274 +14 +5.38%
Salem Investment Counselors Inc. 119 124 +5 +4.20%
Dynamic Advisor Solutions LLC 584 607 +23 +3.94%
Fifth Third Bancorp 7,643 7,938 +295 +3.86%
Park Place Capital Corp 299 309 +10 +3.34%
Stratos Wealth Partners LTD. 819 846 +27 +3.30%
Global Retirement Partners LLC 244 252 +8 +3.28%
Congress Asset Management Co. MA 274,520 279,038 +4,518 +1.65%
Wallace Advisory Group LLC 662 672 +10 +1.51%
State of Michigan Retirement System 12,869 12,969 +100 +0.78%
Legacy Wealth Asset Management LLC 642 647 +5 +0.78%
Gulf International Bank UK Ltd 3,850 3,870 +20 +0.52%
Czech National Bank 8,264 8,302 +38 +0.46%
Venturi Wealth Management LLC 565 567 +2 +0.35%
State of Alaska Department of Revenue 5,100 5,115 +15 +0.29%
13F Filers Reporting New Positions In TDY
DNB Asset Management AS 0 7,161 +7,161 +100%
Harbor Investment Advisory LLC 0 706 +706 +100%
Mather Group LLC. 0 249 +249 +100%
BTC Capital Management Inc. 0 11,834 +11,834 +100%
IFM Investors Pty Ltd 0 8,898 +8,898 +100%
Summit Trail Advisors LLC 0 693 +693 +100%
Procyon Private Wealth Partners LLC 0 829 +829 +100%
Rise Advisors LLC 0 49 +49 +100%
Opal Wealth Advisors LLC 0 2 +2 +100%
Thrive Wealth Management LLC 0 503 +503 +100%
Fifth Third Wealth Advisors LLC 0 502 +502 +100%
Financial Synergies Wealth Advisors Inc. 0 2 +2 +100%
13F Filers With Unchanged Share Count
Cigna Investments Inc. New 495 495 UNCH 0.00%
Caldwell Sutter Capital Inc. 9 9 UNCH 0.00%
Valley National Advisers Inc. 24 24 UNCH 0.00%
ST Germain D J Co. Inc. 21 21 UNCH 0.00%
Beese Fulmer Investment Management Inc. 6,316 6,316 UNCH 0.00%
Parsons Capital Management Inc. RI 3,961 3,961 UNCH 0.00%
Peoples Financial Services CORP. 37 37 UNCH 0.00%
WASHINGTON TRUST Co 15 15 UNCH 0.00%
Farmers & Merchants Investments Inc. 29 29 UNCH 0.00%
West Oak Capital LLC 234 234 UNCH 0.00%
Riverview Trust Co 453 453 UNCH 0.00%
MV Capital Management Inc. 32 32 UNCH 0.00%
Symmetry Partners LLC 2,209 2,209 UNCH 0.00%
17 Capital Partners LLC 2,792 2,792 UNCH 0.00%
Kovack Advisors Inc. 598 598 UNCH 0.00%
Versant Capital Management Inc 3 3 UNCH 0.00%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,379 2,379 UNCH 0.00%
CCG Wealth Management LLC 524 524 UNCH 0.00%
UMA Financial Services Inc. 1,812 1,812 UNCH 0.00%
Maryland State Retirement & Pension System 3,557 3,557 UNCH 0.00%
Cedar Mountain Advisors LLC 68 68 UNCH 0.00%
CVA Family Office LLC 70 70 UNCH 0.00%
Hummer Financial Advisory Services Inc 515 515 UNCH 0.00%
Hexagon Capital Partners LLC 1 1 UNCH 0.00%
Hennion & Walsh Asset Management Inc. 641 641 UNCH 0.00%
US Asset Management LLC 834 834 UNCH 0.00%
SJS Investment Consulting Inc. 4 4 UNCH 0.00%
Ameliora Wealth Management Ltd. 310 310 UNCH 0.00%
Byrne Asset Management LLC 488 488 UNCH 0.00%
Fortitude Family Office LLC 9 9 UNCH 0.00%
Compass Wealth Management LLC 248 248 UNCH 0.00%
Arlington Trust Co LLC 12 12 UNCH 0.00%
Clarity Capital Advisors LLC 600 600 UNCH 0.00%
13F Filers Decreasing TDY Share Count
Covea Finance 41,910 26,510 -15,400 -36.75%
Gradient Investments LLC 18 12 -6 -33.33%
Wedge Capital Management L L P NC 11,355 8,452 -2,903 -25.57%
Regions Financial Corp 1,680 1,354 -326 -19.40%
Amalgamated Bank 11,576 9,729 -1,847 -15.96%
Bruce G. Allen Investments LLC 62 54 -8 -12.90%
Raymond James Financial Services Advisors Inc. 3,006 2,653 -353 -11.74%
Everpar Advisors LLC 2,003 1,775 -228 -11.38%
ARK Investment Management LLC 37,547 33,621 -3,926 -10.46%
Walter Public Investments Inc. 37,528 34,706 -2,822 -7.52%
Louisiana State Employees Retirement System 2,900 2,700 -200 -6.90%
Hartford Investment Management Co. 3,184 3,050 -134 -4.21%
New Mexico Educational Retirement Board 2,429 2,329 -100 -4.12%
Allspring Global Investments Holdings LLC 422,772 405,746 -17,026 -4.03%
KLR Investment Advisors LLC 1,213 1,166 -47 -3.87%
First Hawaiian Bank 5,268 5,068 -200 -3.80%
Wealthfront Advisers LLC 2,984 2,880 -104 -3.49%
Sumitomo Mitsui Trust Holdings Inc. 134,092 130,755 -3,337 -2.49%
LVW Advisors LLC 1,137 1,111 -26 -2.29%
Veriti Management LLC 971 950 -21 -2.16%
Canandaigua National Bank & Trust Co. 541 530 -11 -2.03%
Congress Wealth Management LLC DE 32,655 32,399 -256 -0.78%
Valicenti Advisory Services Inc. 9,005 8,937 -68 -0.76%
Piscataqua Savings Bank 622 618 -4 -0.64%
Gateway Investment Advisers LLC 26,600 26,582 -18 -0.07%
13F Filers Exiting TDY
Sapient Capital LLC 1,207 0 -1,207 -100.00%
FirstPurpose Wealth LLC 486 0 -486 -100.00%
Tennessee Valley Asset Management Partners 202 0 -202 -100.00%
International Assets Investment Management LLC 72,299 0 -72,299 -100.00%
Rosenberg Matthew Hamilton 7 0 -7 -100.00%
Capital Market Strategies LLC 450 0 -450 -100.00%
Banque Cantonale Vaudoise 4 0 -4 -100.00%
Benson Investment Management Company Inc. 9,349 0 -9,349 -100.00%
Pure Financial Advisors Inc. 517 0 -517 -100.00%
Aviance Capital Partners LLC 498 0 -498 -100.00%
Webster Bank N. A. 34 0 -34 -100.00%

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

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