HoldingsChannel.com
| Filer | 9/30/2021 Share Count | 12/31/2021 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing WBK Share Count | ||||
| Bell Investment Advisors Inc | 127 | 458 | +331 | +260.63% |
| NEXT Financial Group Inc | 178 | 563 | +385 | +216.29% |
| Bessemer Group Inc. | 4,680 | 10,911 | +6,231 | +133.14% |
| Proequities Inc. | 56 | 116 | +60 | +107.14% |
| Mariner LLC | 11,808 | 21,905 | +10,097 | +85.51% |
| Ellevest Inc. | 344 | 602 | +258 | +75.00% |
| Camelot Portfolios LLC | 14,766 | 21,568 | +6,802 | +46.07% |
| Ethic Inc. | 32,698 | 46,491 | +13,793 | +42.18% |
| UBS Group AG | 16,717 | 23,043 | +6,326 | +37.84% |
| Koshinski Asset Management Inc. | 266 | 358 | +92 | +34.59% |
| Clarius Group LLC | 13,070 | 17,204 | +4,134 | +31.63% |
| Guggenheim Capital LLC | 23,694 | 28,715 | +5,021 | +21.19% |
| Mitchell & Pahl Private Wealth LLC | 10,080 | 11,868 | +1,788 | +17.74% |
| Brinker Capital Investments LLC | 32,815 | 38,240 | +5,425 | +16.53% |
| Schonfeld Strategic Advisors LLC | 12,900 | 15,000 | +2,100 | +16.28% |
| Bank of America Corp DE | 432,554 | 499,394 | +66,840 | +15.45% |
| JustInvest LLC | 36,353 | 40,474 | +4,121 | +11.34% |
| Ameriprise Financial Inc. | 60,981 | 66,858 | +5,877 | +9.64% |
| Pinnacle Wealth Planning Services Inc. | 13,070 | 14,276 | +1,206 | +9.23% |
| Goldman Sachs Group Inc. | 3,718,678 | 4,046,316 | +327,638 | +8.81% |
| Advisor Group Holdings Inc. | 5,201 | 5,477 | +276 | +5.31% |
| Bollard Group LLC | 1,704 | 1,751 | +47 | +2.76% |
| Dimensional Fund Advisors LP | 316,432 | 323,690 | +7,258 | +2.29% |
| Crossmark Global Holdings Inc. | 220,383 | 225,344 | +4,961 | +2.25% |
| American Century Companies Inc. | 126,811 | 129,456 | +2,645 | +2.09% |
| Citigroup Inc. | 8,607 | 8,784 | +177 | +2.06% |
| Raymond James Financial Services Advisors Inc. | 10,503 | 10,693 | +190 | +1.81% |
| Zions Bancorporation N.A. | 3,881 | 3,932 | +51 | +1.31% |
| 13F Filers Reporting New Positions In WBK | ||||
| BOKF NA | 0 | 10,853 | +10,853 | +100% |
| Sei Investments Co. | 0 | 10,532 | +10,532 | +100% |
| Credit Suisse AG | 0 | 36,573 | +36,573 | +100% |
| Mercer Global Advisors Inc. ADV | 0 | 10,393 | +10,393 | +100% |
| UMB Bank N A MO | 0 | 5,598 | +5,598 | +100% |
| CIBC Private Wealth Group LLC | 0 | 17,000 | +17,000 | +100% |
| Arlington Partners LLC | 0 | 1,335 | +1,335 | +100% |
| AdvisorNet Financial Inc | 0 | 823 | +823 | +100% |
| CWM LLC | 0 | 1,504 | +1,504 | +100% |
| Cerity Partners LLC | 0 | 32,300 | +32,300 | +100% |
| JFS Wealth Advisors LLC | 0 | 351 | +351 | +100% |
| SRS Capital Advisors Inc. | 0 | 100 | +100 | +100% |
| Jane Street Group LLC | 0 | 44,409 | +44,409 | +100% |
| Sequoia Financial Advisors LLC | 0 | 11,814 | +11,814 | +100% |
| Cubist Systematic Strategies LLC | 0 | 15,695 | +15,695 | +100% |
| Kestra Private Wealth Services LLC | 0 | 21,695 | +21,695 | +100% |
| Fieldpoint Private Securities LLC | 0 | 575 | +575 | +100% |
| EverSource Wealth Advisors LLC | 0 | 0 | UNCH | 100% |
| Lake Street Advisors Group LLC | 0 | 31,463 | +31,463 | +100% |
| Elmwood Wealth Management Inc. | 0 | 500 | +500 | +100% |
| Centerpoint Advisors LLC | 0 | 44 | +44 | +100% |
| Aquatic Capital Management LLC | 0 | 3,100 | +3,100 | +100% |
| Yousif Capital Management LLC | 0 | 55,947 | +55,947 | +100% |
| Snowden Capital Advisors LLC | 0 | 164 | +164 | +100% |
| Dixon Hughes Goodman Wealth Advisors LLC | 0 | 76 | +76 | +100% |
| Forum Financial Management LP | 0 | 60,049 | +60,049 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Brown Brothers Harriman & Co. | 217 | 217 | UNCH | 0.00% |
| Fifth Third Bancorp | 1,099 | 1,099 | UNCH | 0.00% |
| State Street Corp | 38,921 | 38,921 | UNCH | 0.00% |
| Sit Investment Associates Inc. | 75,400 | 75,400 | UNCH | 0.00% |
| New York State Common Retirement Fund | 8,016 | 8,016 | UNCH | 0.00% |
| 1832 Asset Management L.P. | 1,375 | 1,375 | UNCH | 0.00% |
| M&R Capital Management Inc. | 500 | 500 | UNCH | 0.00% |
| Whittier Trust Co. | 975 | 975 | UNCH | 0.00% |
| Whittier Trust Co. of Nevada Inc. | 220 | 220 | UNCH | 0.00% |
| Reilly Financial Advisors LLC | 250 | 250 | UNCH | 0.00% |
| Manchester Capital Management LLC | 80 | 80 | UNCH | 0.00% |
| Hanson & Doremus Investment Management | 4,875 | 4,875 | UNCH | 0.00% |
| Signaturefd LLC | 1,482 | 1,482 | UNCH | 0.00% |
| Cardinal Capital Management Inc. | 650 | 650 | UNCH | 0.00% |
| Gradient Investments LLC | 31 | 31 | UNCH | 0.00% |
| Column Capital Advisors LLC | 529 | 529 | UNCH | 0.00% |
| Allworth Financial LP | 80 | 80 | UNCH | 0.00% |
| Carroll Financial Associates Inc. | 3,144 | 3,144 | UNCH | 0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 186 | 186 | UNCH | 0.00% |
| Gemmer Asset Management LLC | 1,024 | 1,024 | UNCH | 0.00% |
| IFP Advisors Inc | 21 | 21 | UNCH | 0.00% |
| Wealthsource Partners LLC | 12,138 | 12,138 | UNCH | 0.00% |
| Lindbrook Capital LLC | 166 | 166 | UNCH | 0.00% |
| Evoke Wealth LLC | 476 | 476 | UNCH | 0.00% |
| Moser Wealth Advisors LLC | 2,500 | 2,500 | UNCH | 0.00% |
| Concord Wealth Partners | 620 | 620 | UNCH | 0.00% |
| Spire Wealth Management | 200 | 200 | UNCH | 0.00% |
| 13F Filers Decreasing WBK Share Count | ||||
| Patriot Financial Group Insurance Agency LLC | 537 | 2 | -535 | -99.63% |
| Rockefeller Capital Management L.P. | 440 | 32 | -408 | -92.73% |
| American National Insurance Co. | 137,500 | 15,500 | -122,000 | -88.73% |
| Moody National Bank Trust Division | 138,500 | 16,500 | -122,000 | -88.09% |
| Comerica Bank | 266,553 | 57,566 | -208,987 | -78.40% |
| Captrust Financial Advisors | 9,607 | 3,158 | -6,449 | -67.13% |
| Envestnet Asset Management Inc. | 71,627 | 25,362 | -46,265 | -64.59% |
| Harbour Investments Inc. | 3,722 | 1,511 | -2,211 | -59.40% |
| Renaissance Technologies LLC | 1,639,161 | 681,661 | -957,500 | -58.41% |
| Wells Fargo & Company MN | 143,761 | 69,425 | -74,336 | -51.71% |
| HighTower Advisors LLC | 32,959 | 15,996 | -16,963 | -51.47% |
| Northwestern Mutual Wealth Management Co. | 17,139 | 9,098 | -8,041 | -46.92% |
| Avalon Investment & Advisory | 417,231 | 223,661 | -193,570 | -46.39% |
| Boothbay Fund Management LLC | 21,232 | 11,730 | -9,502 | -44.75% |
| Bank of New York Mellon Corp | 84,949 | 57,454 | -27,495 | -32.37% |
| Private Capital Group LLC | 369 | 253 | -116 | -31.44% |
| Natixis Advisors L.P. | 101,140 | 70,560 | -30,580 | -30.24% |
| Atlas Capital Advisors LLC | 19,842 | 14,194 | -5,648 | -28.46% |
| D. E. Shaw & Co. Inc. | 33,299 | 23,840 | -9,459 | -28.41% |
| Royal Bank of Canada | 41,479 | 30,250 | -11,229 | -27.07% |
| Corient Capital Partners LLC | 25,843 | 19,005 | -6,838 | -26.46% |
| Stifel Financial Corp | 16,913 | 13,252 | -3,661 | -21.65% |
| Checchi Capital Advisers LLC | 16,869 | 13,298 | -3,571 | -21.17% |
| US Bancorp DE | 3,708 | 2,973 | -735 | -19.82% |
| Altium Wealth Management LLC | 41,752 | 33,538 | -8,214 | -19.67% |
| O Shaughnessy Asset Management LLC | 79,194 | 65,915 | -13,279 | -16.77% |
| Creative Planning | 22,942 | 19,555 | -3,387 | -14.76% |
| Raymond James & Associates | 51,858 | 44,804 | -7,054 | -13.60% |
| Cohen Investment Advisors LLC | 24,321 | 21,029 | -3,292 | -13.54% |
| Geode Capital Management LLC | 68,709 | 62,564 | -6,145 | -8.94% |
| Quadrant Capital Group LLC | 3,564 | 3,252 | -312 | -8.75% |
| Commonwealth Equity Services LLC | 17,670 | 16,213 | -1,457 | -8.25% |
| Morgan Stanley | 86,733 | 80,144 | -6,589 | -7.60% |
| JPMorgan Chase & Co. | 5,398 | 5,119 | -279 | -5.17% |
| Sage Rhino Capital LLC | 15,081 | 14,317 | -764 | -5.07% |
| Glassman Wealth Services | 2,036 | 1,944 | -92 | -4.52% |
| The PNC Financial Services Group Inc. | 70,067 | 67,070 | -2,997 | -4.28% |
| FMR LLC | 251,118 | 240,557 | -10,561 | -4.21% |
| Northern Trust Corp | 1,784,670 | 1,714,001 | -70,669 | -3.96% |
| Parametric Portfolio Associates LLC | 5,916,751 | 5,689,483 | -227,268 | -3.84% |
| Veriti Management LLC | 78,590 | 75,630 | -2,960 | -3.77% |
| Kovack Advisors Inc. | 19,500 | 18,800 | -700 | -3.59% |
| Advisor Partners LLC | 70,901 | 68,885 | -2,016 | -2.84% |
| Franklin Resources Inc. | 17,922 | 17,587 | -335 | -1.87% |
| Eaton Vance Management | 22,573 | 22,332 | -241 | -1.07% |
| BlackRock Inc. | 269,911 | 268,217 | -1,694 | -0.63% |
| Citadel Advisors LLC | 114,078 | 113,742 | -336 | -0.29% |
| Parallel Advisors LLC | 1,261 | 1,260 | -1 | -0.08% |
| 13F Filers Exiting WBK | ||||
| Koss Olinger Consulting LLC | 37,128 | 0 | -37,128 | -100.00% |
| Rosenberg Matthew Hamilton | 8,949 | 0 | -8,949 | -100.00% |
| Qtron Investments LLC | 32,103 | 0 | -32,103 | -100.00% |
| Global Retirement Partners LLC | 780 | 0 | -780 | -100.00% |
| Quantamental Technologies LLC | 11,900 | 0 | -11,900 | -100.00% |
| Ritholtz Wealth Management | 11,722 | 0 | -11,722 | -100.00% |
| Jacobi Capital Management LLC | 122 | 0 | -122 | -100.00% |
| Boston Private Wealth LLC | 43,766 | 0 | -43,766 | -100.00% |
| BTC Capital Management Inc. | 11,092 | 0 | -11,092 | -100.00% |
| Financial Management Professionals Inc. | 223 | 0 | -223 | -100.00% |
| Hudock Inc. | 221 | 0 | -221 | -100.00% |
| BSW Wealth Partners | 10,173 | 0 | -10,173 | -100.00% |
| LPL Financial LLC | 29,842 | 0 | -29,842 | -100.00% |
| AMG National Trust Bank | 10,100 | 0 | -10,100 | -100.00% |
| Eagle Asset Management Inc. | 20,581 | 0 | -20,581 | -100.00% |
See Summary: Institutional Holders of WBK
See Details: Top 10 Hedge Funds Holding WBK
