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VMO Holdings Changes image
This page summarizes the VMO holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020. Share count is compared over these two periods to provide an indication of whether VMO 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).
Filer12/31/2019
 Share Count 
3/31/2020
 Share Count 
Change% Change
13F Filers Increasing VMO Share Count
Bank of Montreal Can 1,950 10,371 +8,421 +431.85%
Bramshill Investments LLC 480,458 1,613,919 +1,133,461 +235.91%
Stifel Financial Corp 159,234 341,432 +182,198 +114.42%
Janney Montgomery Scott LLC 17,340 29,956 +12,616 +72.76%
PNC Financial Services Group Inc. 64,392 94,392 +30,000 +46.59%
LPL Financial LLC 44,490 55,812 +11,322 +25.45%
Benjamin F. Edwards & Company Inc. 45,093 54,047 +8,954 +19.86%
Fiera Capital Corp 351,639 412,153 +60,514 +17.21%
Raymond James & Associates 288,931 332,394 +43,463 +15.04%
UBS Group AG 594,833 682,241 +87,408 +14.69%
Northern Trust Corp 12,319 13,989 +1,670 +13.56%
First Foundation Advisors 20,025 21,826 +1,801 +8.99%
Financial Advocates Investment Management 35,180 38,180 +3,000 +8.53%
Raymond James Financial Services Advisors Inc. 162,625 176,431 +13,806 +8.49%
Royal Bank of Canada 80,026 85,024 +4,998 +6.25%
Garner Asset Management Corp 65,475 69,225 +3,750 +5.73%
Panagora Asset Management Inc. 675 709 +34 +5.04%
Summit Financial Wealth Advisors LLC 101,575 106,575 +5,000 +4.92%
FCA Corp TX 89,445 93,152 +3,707 +4.14%
Sit Investment Associates Inc. 842,522 866,592 +24,070 +2.86%
Commonwealth Equity Services LLC 29,666 30,214 +548 +1.85%
Quad Cities Investment Group LLC 46,679 47,332 +653 +1.40%
Tradewinds Capital Management LLC 1,909 1,932 +23 +1.20%
Ellis Investment Partners LLC 2,700 2,732 +32 +1.19%
Guggenheim Capital LLC 1,247,552 1,259,374 +11,822 +0.95%
Sigma Planning Corp 15,307 15,371 +64 +0.42%
JFS Wealth Advisors LLC 162,650 162,758 +108 +0.07%
13F Filers Reporting New Positions In VMO
Proequities Inc. 0 0 UNCH 100%
Goldman Sachs Group Inc. 0 146,029 +146,029 +100%
Oaktree Capital Management LP 0 446,000 +446,000 +100%
Karpus Management Inc. 0 797,406 +797,406 +100%
Mariner Investment Group LLC 0 28,003 +28,003 +100%
CNH Partners LLC 0 33,435 +33,435 +100%
Wetherby Asset Management Inc. 0 12,098 +12,098 +100%
Advisory Services Network LLC 0 2,374 +2,374 +100%
B. Riley Wealth Management Inc. 0 40,589 +40,589 +100%
Dakota Wealth Management 0 40,420 +40,420 +100%
Harwood Advisory Group LLC 0 1,200 +1,200 +100%
Advisor Group Holdings Inc. 0 141,224 +141,224 +100%
Rockefeller Capital Management L.P. 0 3,010 +3,010 +100%
Wellspring Financial Advisors LLC 0 18,000 +18,000 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 4,510 4,510 UNCH 0.00%
Huntington National Bank 1 1 UNCH 0.00%
Citigroup Inc. 1,500 1,500 UNCH 0.00%
Shufro Rose & Co. LLC 15,500 15,500 UNCH 0.00%
Enterprise Financial Services Corp 1,142 1,142 UNCH 0.00%
Charter Trust Co. 18,420 18,420 UNCH 0.00%
Raymond James Trust N.A. 65,835 65,835 UNCH 0.00%
Hollencrest Capital Management 12,270 12,270 UNCH 0.00%
Farmers & Merchants Investments Inc. 1,755 1,755 UNCH 0.00%
Parkside Financial Bank & Trust 5,908 5,908 UNCH 0.00%
Endurance Wealth Management Inc. 233 233 UNCH 0.00%
Meristem Family Wealth LLC 16,200 16,200 UNCH 0.00%
Nuveen Asset Management LLC 88,572 88,572 UNCH 0.00%
Spectrum Management Group LLC 8,431 8,431 UNCH 0.00%
Gradient Investments LLC 549 549 UNCH 0.00%
Zions Bancorporation N.A. 1,779 1,779 UNCH 0.00%
First Bank & Trust 1,170 1,170 UNCH 0.00%
Stordahl Capital Management Inc. 14,991 14,991 UNCH 0.00%
Kore Private Wealth LLC 2,128 2,128 UNCH 0.00%
Prestige Wealth Management Group LLC 445 445 UNCH 0.00%
Pacitti Group Inc. 2,300 2,300 UNCH 0.00%
Tsfg LLC 1,136 1,136 UNCH 0.00%
FSA Wealth Management LLC 850 850 UNCH 0.00%
13F Filers Decreasing VMO Share Count
CWM LLC 8,694 263 -8,431 -96.97%
US Bancorp DE 23,166 2,910 -20,256 -87.44%
FinTrust Capital Advisors LLC 55,000 10,000 -45,000 -81.82%
FNY Investment Advisers LLC 17,593 4,329 -13,264 -75.39%
Landscape Capital Management L.L.C. 62,299 17,794 -44,505 -71.44%
6 Meridian 67,241 24,843 -42,398 -63.05%
Parametric Portfolio Associates LLC 443,310 183,604 -259,706 -58.58%
Mid Atlantic Financial Management Inc. ADV 22,474 14,600 -7,874 -35.04%
Ameriprise Financial Inc. 61,282 44,593 -16,689 -27.23%
Steward Partners Investment Advisory LLC 23,771 18,352 -5,419 -22.80%
Van ECK Associates Corp 348,857 282,750 -66,107 -18.95%
Advisors Asset Management Inc. 127,350 104,496 -22,854 -17.95%
Bank of America Corp DE 356,569 305,671 -50,898 -14.27%
Wells Fargo & Company MN 333,767 291,939 -41,828 -12.53%
BOKF NA 34,365 30,171 -4,194 -12.20%
JPMorgan Chase & Co. 4,697 4,160 -537 -11.43%
Capital Investment Advisors LLC 17,906 16,596 -1,310 -7.32%
Capital Wealth Alliance LLC 67,468 62,573 -4,895 -7.26%
TCG Advisors LP 177,524 168,100 -9,424 -5.31%
RiverNorth Capital Management LLC 786,826 745,484 -41,342 -5.25%
Northwestern Mutual Wealth Management Co. 25,703 24,733 -970 -3.77%
Morgan Stanley 114,961 112,084 -2,877 -2.50%
Wedbush Securities Inc. 17,764 17,352 -412 -2.32%
Cambridge Investment Research Advisors Inc. 33,802 33,353 -449 -1.33%
Centaurus Financial Inc. 16,135 15,985 -150 -0.93%
13F Filers Exiting VMO
Powell Investment Advisors LLC 21,880 0 -21,880 -100.00%
PBMares Wealth Management LLC 28,201 0 -28,201 -100.00%
Independent Advisor Alliance 22,166 0 -22,166 -100.00%
Sunbelt Securities Inc. 18,016 0 -18,016 -100.00%
Robinson Capital Management LLC 440,145 0 -440,145 -100.00%
Macroview Investment Management LLC 1,885 0 -1,885 -100.00%
Partnervest Advisory Services LLC 14,345 0 -14,345 -100.00%
Pathstone Family Office LLC 2,081 0 -2,081 -100.00%
Susquehanna International Group LLP 10,368 0 -10,368 -100.00%
Argent Advisors Inc. 2,744 0 -2,744 -100.00%
BlackRock Inc. 1,000 0 -1,000 -100.00%
Wolverine Asset Management LLC 5,114 0 -5,114 -100.00%
Mackay Shields LLC 362,330 0 -362,330 -100.00%

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

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