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TPYP Holdings Changes image
This page summarizes the TPYP holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether TPYP 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).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing TPYP Share Count
Icon Wealth Partners LLC 10,088 192,962 +182,874 +1812.79%
Mercer Global Advisors Inc. ADV 18,577 262,272 +243,695 +1311.81%
UBS Group AG 6,281 67,777 +61,496 +979.08%
Whitnell & Co. 4,050 31,601 +27,551 +680.27%
Smith & Howard Wealth Management LLC 59,934 303,580 +243,646 +406.52%
FDx Advisors Inc. 10,088 30,916 +20,828 +206.46%
Capital Advisors Ltd. LLC 5,572 16,364 +10,792 +193.68%
Wells Fargo & Company MN 2,941 7,444 +4,503 +153.11%
Jane Street Group LLC 19,735 45,262 +25,527 +129.35%
LexAurum Advisors LLC 25,968 50,600 +24,632 +94.86%
Bank of America Corp DE 432,356 806,443 +374,087 +86.52%
Mariner LLC 172,678 256,741 +84,063 +48.68%
Hochman Cole Investment Advisors Inc. 11,344 15,835 +4,491 +39.59%
JPMorgan Chase & Co. 11,225 14,950 +3,725 +33.18%
Morgan Stanley 1,666,278 2,113,546 +447,268 +26.84%
Stokes Capital Advisors LLC 56,333 70,043 +13,710 +24.34%
Quad Cities Investment Group LLC 40,386 48,611 +8,225 +20.37%
Raymond James & Associates 41,023 48,711 +7,688 +18.74%
Stifel Financial Corp 32,502 37,516 +5,014 +15.43%
United Asset Strategies Inc. 168,284 183,219 +14,935 +8.87%
LPL Financial LLC 84,563 88,642 +4,079 +4.82%
GWM Advisors LLC 52,111 54,594 +2,483 +4.76%
Commonwealth Equity Services LLC 359,042 373,259 +14,217 +3.96%
Country Club Trust Company n.a. 214,473 222,609 +8,136 +3.79%
Berman Capital Advisors LLC 518,023 534,655 +16,632 +3.21%
Triangle Securities Wealth Management 235,267 242,714 +7,447 +3.17%
Edmonds Duncan Registered Investment Advisors LLC 304,578 313,645 +9,067 +2.98%
Howard Financial Services LTD. 461,540 474,170 +12,630 +2.74%
Wesbanco Bank Inc. 21,665 22,115 +450 +2.08%
United Capital Financial Advisers LLC 28,027 28,138 +111 +0.40%
13F Filers Reporting New Positions In TPYP
Proequities Inc. 0 0 UNCH 100%
Truist Financial Corp 0 52,046 +52,046 +100%
Valley National Advisers Inc. 0 1,017 +1,017 +100%
Fort Washington Investment Advisors Inc. OH 0 9,300 +9,300 +100%
Regentatlantic Capital LLC 0 11,889 +11,889 +100%
Oxford Financial Group Ltd. 0 862,498 +862,498 +100%
Wetherby Asset Management Inc. 0 17,547 +17,547 +100%
HBK Sorce Advisory LLC 0 56,831 +56,831 +100%
Envestnet Asset Management Inc. 0 259,927 +259,927 +100%
Susquehanna International Group LLP 0 37,694 +37,694 +100%
Chevy Chase Trust Holdings Inc. 0 2,876 +2,876 +100%
Anfield Capital Management LLC 0 335 +335 +100%
Arvest Bank Trust Division 0 1,099,203 +1,099,203 +100%
Sowell Financial Services LLC 0 3,574 +3,574 +100%
WealthPLAN Partners LLC 0 329,503 +329,503 +100%
Simon Quick Advisors LLC 0 91,373 +91,373 +100%
Avestar Capital LLC 0 11,192 +11,192 +100%
Braun Bostich & Associates Inc. 0 335 +335 +100%
Private Portfolio Partners LLC 0 20,539 +20,539 +100%
Argent Wealth Management LLC 0 166,195 +166,195 +100%
13F Filers With Unchanged Share Count
First Foundation Advisors 16,160 16,160 UNCH 0.00%
First Interstate Bank 7,350 7,350 UNCH 0.00%
Veritable L.P. 33,873 33,873 UNCH 0.00%
CWM LLC 2,450 2,450 UNCH 0.00%
Advisor Group Inc. 3,800 3,800 UNCH 0.00%
Flagship Harbor Advisors LLC 5,550 5,550 UNCH 0.00%
13F Filers Decreasing TPYP Share Count
Next Capital Management LLC 120,546 26,934 -93,612 -77.66%
Synovus Financial Corp 12,654 6,467 -6,187 -48.89%
Royal Bank of Canada 148,238 80,592 -67,646 -45.63%
Klingman & Associates LLC 1,325,175 1,075,597 -249,578 -18.83%
Raymond James Financial Services Advisors Inc. 313,213 284,632 -28,581 -9.13%
Wealthcare Advisory Partners LLC 12,514 11,414 -1,100 -8.79%
Essex Savings Bank 10,883 10,557 -326 -3.00%
BOK Financial Private Wealth Inc. 1,229,085 1,201,643 -27,442 -2.23%
Evensky & Katz LLC 443,793 436,339 -7,454 -1.68%
13F Filers Exiting TPYP
Andesa Financial Management Inc. 19,984 0 -19,984 -100.00%
KCS Wealth Advisory 9,089 0 -9,089 -100.00%
Beirne Wealth Consulting Services LLC 38,271 0 -38,271 -100.00%
Citadel Advisors LLC 32,753 0 -32,753 -100.00%
Chilton Capital Management LLC 8,804 0 -8,804 -100.00%
US Bancorp DE 1,033 0 -1,033 -100.00%

See Summary: Institutional Holders of TPYP
See Details: Top 10 Hedge Funds Holding TPYP

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