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STOCK TICKER:
ASML Holding N.V. - New York Registry Shares   (ticker: ASML)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 75,771,060
Previous Holdings: 70,737,825
Change: 7.12%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
Optiver Holding B.V. bought1,482,011 1,482,011 WCM INVESTMENT MANAGEMENT/CA 20%883,561 3,607,896
MORGAN STANLEY bought1,347,174 1,347,174 FMR LLC 15%683,368 3,914,906
ROYAL BANK OF CANADA bought565,430 565,430 Capital World Investors 6%491,484 7,451,108
FAYEZ SAROFIM & CO bought561,120 561,120 Susquehanna International Group, LLP 31%454,384 1,030,748
HARDING LOEVNER LLC 148,004%446,972 447,274 J P MORGAN CHASE & CO 13%371,282 2,591,537
HENDERSON GROUP PLC 21%234,222 1,329,445 Capital Research & Management Co - Division 3 6%349,265 5,492,708
Rafferty Asset Management, LLC bought215,818 215,818 PRICE T ROWE ASSOCIATES INC /MD/ 3%347,911 10,542,255
D. E. Shaw & Co., INC. (David E. Shaw) 415%213,993 265,593 Parallax Volatility Advisers, LLC 51%344,267 326,610
Allianz Asset Management AG bought195,409 195,409 WINSLOW CAPITAL MANAGEMENT INC /MN 19%169,990 710,754
CITADEL ADVISORS LLC (Kenneth C. Griffin) 17%194,411 1,355,458 Holocene Advisors, LP sold114,226 0
Invesco Ltd. 31%170,635 715,650 PRIMECAP MANAGEMENT CO/CA/ 11%109,500 894,487
Twin Tree Management, LP 70%145,372 352,172 Artisan Partners Limited Partnership 19%99,647 432,864
PEAK6 Investments LLC bought127,000 127,000 Woodline Partners LP sold92,884 0
UBS Group AG 142%126,852 216,416 PointState Capital LP 77%82,907 24,893
CITIGROUP INC 63%119,972 311,813 JOHNSTON ASSET MANAGEMENT CORP 19%81,345 356,268
BALYASNY ASSET MANAGEMENT LLC bought113,604 113,604 Neuberger Berman Group LLC 7%73,957 992,900
TD ASSET MANAGEMENT INC 366%99,250 126,357 Walleye Trading LLC 66%67,300 35,300
Fisher Asset Management, LLC(Kenneth L. Fisher) 2%92,657 4,053,363 TWO SIGMA INVESTMENTS LLC 96%56,096 2,401
ALLIANCEBERNSTEIN L.P. 8%90,383 1,278,421 BNP Paribas Investment Partners S.A. sold50,183 0
SANDS CAPITAL MANAGEMENT, LLC 4%85,977 2,390,899 Mirae Asset Global Investments Co., Ltd. 21%48,979 183,700
Goodman & Company, Investment Counsel Ltd. 28%77,052 350,975 AVALON ADVISORS L P 69%43,607 19,585
CREDIT SUISSE/ 118%73,840 136,323 PUTNAM INVESTMENTS LLC 14%39,755 248,628
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 8%69,960 900,112 FIRST TRUST ADVISORS LP 18%38,194 171,677
Laurion Capital Management LP bought68,155 68,155 Force Hill Capital Management LP sold38,066 0
CANADA PENSION PLAN INVESTMENT BOARD 71%66,800 160,800 WOLVERINE TRADING, LLC 26%34,370 95,387
FRANKLIN RESOURCES INC 7%63,012 987,871 CAMBIAR INVESTORS LLC 21%27,589 104,756
Atlantic Trust Group, LLC 46%60,131 189,809 CAPITAL INTERNATIONAL INC /CA/ 6%27,145 422,656
AMERIPRISE FINANCIAL INC 36%51,161 192,766 ExodusPoint Capital Management, LP 78%26,902 7,722
AGF FUNDS INC bought50,057 50,057 State of Tennessee, Treasury Department 27%26,545 73,135
Angeles Investment Advisors, LLC 2,824%49,137 50,877 NORTHERN TRUST CORP 3%25,539 750,315
Capstone Investment Advisors, LLC 456%44,267 53,967 KCL Capital, L.P. 56%22,500 17,500
CloudAlpha Capital Management Limited/Hong Kong bought43,000 43,000 GENERAL AMERICAN INVESTORS CO INC 19%20,000 85,850
MACQUARIE GROUP LTD bought41,485 41,485 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 54%17,200 14,781
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. bought40,157 40,157 DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. sold15,000 0
VAN ECK ASSOCIATES CORP 76%36,305 84,207 BANK OF MONTREAL /CAN/ 48%14,071 15,122
EATON VANCE MANAGEMENT bought35,592 35,592 Optimus Prime Fund Management Co., Ltd. sold12,000 0
DIMENSIONAL FUND ADVISORS INC 7%34,550 514,666 ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1%10,888 785,092
CenterStar Asset Management, LLC 173%32,240 50,840 MAVERICK CAPITAL LTD (Lee Ainslie) 32%9,875 21,125
Centiva Capital, LP 3,763%30,100 30,900 TRILLIUM ASSET MANAGEMENT CORP 10%8,636 78,038
Fullerton Fund Management Co Ltd 81%29,645 66,304 THRIVENT FINANCIAL FOR LUTHERANS sold8,560 0
MARK ASSET MANAGEMENT CORP bought29,000 29,000 TCW GROUP INC 2%7,891 308,691
Spire Wealth Management bought28,585 28,585 Azimuth Capital Management LLC 32%7,524 16,177
SG Americas Securities, LLC 264%28,163 38,839 HighTower Advisors, LLC 18%6,974 31,144
Schonfeld Strategic Advisors LLC bought26,889 26,889 Janney Montgomery Scott LLC 24%6,712 21,233
JENNISON ASSOCIATES LLC 159%26,233 42,716 TOMPKINS FINANCIAL CORP sold6,354 0
Marshall Wace North America, L.P. bought24,686 24,686 CLS INVESTMENT FIRM, LLC 26%5,819 16,271
PARAMETRIC PORTFOLIO ASSOCIATES 5%24,603 488,348 Quantitative Investment Management, LLC 89%5,366 680
Lombard Odier Asset Management (USA) Corp bought24,000 24,000 Unitrin, Inc. Master Retirement Trust sold4,950 0
Chevy Chase Trust Holdings, Inc. 19%21,025 130,907 Intrinsic Edge Capital Management LLC sold4,600 0
Analog Century Management LP bought18,940 18,940 GOFEN & GLOSSBERG LLC /IL/ 3%4,481 131,307
ENVESTNET ASSET MANAGEMENT INC 8%16,747 231,702 CIBC WORLD MARKETS CORP 56%3,797 2,974
PITTENGER & ANDERSON INC 146%16,163 27,244 Crossmark Global Holdings, Inc. 11%3,559 28,302
Nan Shan Life Insurance Co., Ltd. 63%15,806 40,873 TWO SIGMA SECURITIES, LLC sold3,300 0
ProShare Advisors LLC 25%15,802 78,720 Integrated Wealth Concepts LLC sold3,272 0
Verition Fund Managegment LLC 300%15,000 20,000 M&T BANK CORP 8%2,961 35,326
Squarepoint Ops LLC bought13,408 13,408 Unio Capital LLC 16%2,830 14,935
Alight Capital Management LP bought13,000 13,000 EQUITABLE TRUST CO 13%2,763 18,862
BREAKLINE CAPITAL LLC 347%12,942 16,667 Aptus Capital Advisors, LLC 34%2,629 4,992
Cinctive Capital Management LP bought12,359 12,359 Virtu Financial LLC 64%2,585 1,455
SOROS CAPITAL MANAGEMENT LLC bought11,950 11,950 CASTLEARK MANAGEMENT LLC 3%2,470 74,585
MARSICO CAPITAL MANAGEMENT LLC 18%10,982 70,996 SILVERCREST ASSET MANAGEMENT GROUP LLC 10%2,267 20,747
WELLS FARGO & CO/MN 2%10,676 520,032 GUGGENHEIM CAPITAL LLC 10%2,108 19,246
BARCLAYS PLC 12%10,548 96,182 THORNBURG INVESTMENT MANAGEMENT INC 3%2,081 67,067
SCOTIA CAPITAL INC. 83%10,136 22,405 NOMURA HOLDINGS INC 70%2,025 858
JONES ROAD CAPITAL MANAGEMENT, L.P. bought10,000 10,000 Connor, Clark & Lunn Investment Management Ltd. 43%1,955 2,545
SIMPLEX TRADING, LLC bought9,613 9,613 FIRST HAWAIIAN BANK 38%1,928 3,182
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 10%9,254 99,205 Voya Financial Advisors, Inc. sold1,841 0
WHITTIER TRUST CO OF NEVADA INC bought9,139 9,139 HMS Capital Management, LLC 26%1,644 4,620
Jericho Capital Asset Management L.P. 6%9,000 148,000 FNY Investment Advisers, LLC sold1,462 0
Weiss Multi-Strategy Advisers LLC 72%8,583 20,583 Advisory Services Network, LLC 100%1,461 1
DISCOVERY CAPITAL MANAGEMENT, LLC / CT bought7,870 7,870 Tower Research Capital LLC sold1,458 0
SEI INVESTMENTS CO 5%7,079 155,116 Saturna Capital CORP 0%1,401 324,362
1623 Capital LLC bought6,500 6,500 BOOTHBAY FUND MANAGEMENT, LLC sold1,400 0
US BANCORP DE 28%6,410 29,092 MORGENS WATERFALL VINTIADIS & CO INC 7%1,400 17,400
WESTWOOD HOLDINGS GROUP INC bought6,385 6,385 Cubist Systematic Strategies, LLC sold1,352 0
LYELL WEALTH MANAGEMENT, LP 129%6,331 11,246 QUANTLAB CAPITAL MANAGEMENT LTD sold1,299 0
Clearbridge Advisors, LLC 0%6,316 1,446,808 OneAscent Financial Services LLC 58%1,256 913
ADVISOR PARTNERS LLC bought5,928 5,928 Cutler Group LP 14%1,200 7,200
Baird Financial Group, Inc. 6%5,917 99,705 RHUMBLINE ADVISERS sold1,195 0
HSBC HOLDINGS PLC 148%5,783 9,688 WealthStone, Inc. sold1,155 0
Symmetry Investments LP bought5,200 5,200 Point72 Asset Management, L.P. 3%1,150 35,400
Private Advisor Group, LLC bought4,816 4,816 CHARTWELL INVESTMENT PARTNERS, INC. 10%1,098 10,106
Covenant Asset Management, LLC 47%4,765 14,918 FEDERATED INVESTORS INC /PA/ 3%1,036 37,164
Russell Investments Group, Ltd. 78%4,636 10,612 Bowie Capital Management, LLC 17%1,000 5,000
Parametrica Management Ltd bought4,398 4,398 SPRINGBOK CAPITAL MANAGEMENT, LLC 26%933 2,632
LPL Financial CORP 15%4,289 33,610 JACOBSON & SCHMITT ADVISORS, LLC 5%914 16,348
GEODE CAPITAL MANAGEMENT LLC 6%4,214 70,555 OPPENHEIMER ASSET MANAGEMENT INC 5%827 16,931
Kestra Advisory Services, LLC 292%4,197 5,632 Vigilant Capital Management, LLC 2%811 43,643
CCM PARTNERS 15%3,858 28,769 Pacer Advisors, Inc. 7%710 9,673
Bank of New York Mellon CORP 2%3,797 176,717 TOWNSQUARE CAPITAL LLC 14%703 4,468
JustInvest LLC bought3,471 3,471 Investec Asset Management North America, Inc. 11%661 5,368
Axiom Investment Management LLC bought3,100 3,100 JARISLOWSKY FRASER LTD 2%658 25,873
GROUP ONE TRADING, L.P. 283%2,927 3,961 WELLINGTON MANAGEMENT CO LLP 1%654 63,781
PIONEER INVESTMENT MANAGEMENT INC bought2,927 2,927 IFP Advisors, Inc sold639 0
Wealth Alliance bought2,817 2,817 Mutual Advisors, LLC sold604 0
Eqis Capital Management, Inc. bought2,780 2,780 Sowell Financial Services LLC sold562 0
AMP Capital Investors Ltd 42%2,668 8,949 HANCOCK HOLDING CO sold556 0
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC bought2,663 2,663 Capital CS Group, LLC 32%548 1,167
Tairen Capital Ltd bought2,600 2,600 BANK HAPOALIM BM 14%525 3,185
CAPITAL INTERNATIONAL LTD /CA/ 17%2,505 17,350 Rockefeller Capital Management L.P. 3%502 14,909
Goss Wealth Management LLC 136%2,504 4,346 COMMERZBANK AKTIENGESELLSCHAFT /FI sold500 0
MARIETTA INVESTMENT PARTNERS LLC 60%2,492 6,642 Golden Green, Inc. sold481 0
MEITAV DASH INVESTMENTS LTD 463%2,479 3,015 DEFINED WEALTH MANAGEMENT, LLC 40%454 690
Bridgefront Capital, LLC bought2,439 2,439 Beirne Wealth Consulting Services, LLC sold445 0
Vontobel Holding Ltd. bought2,401 2,401 Banco de Sabadell, S.A 9%443 4,546
BEL AIR INVESTMENT ADVISORS LLC bought2,397 2,397 Legacy Wealth Asset Management, LLC 13%424 2,885
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 56%2,230 6,216 Full Sail Capital, LLC 81%410 99
Landsberg, Bennett, & Dubbaneh LLC 65%2,194 5,577 BAMCO INC /NY/ 1%393 45,274
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 272%2,174 2,972 Covenant Partners, LLC 10%390 3,668
Allen Investment Management LLC 14%2,142 17,087 Mitsubishi UFJ Asset Management Co., Ltd. 7%386 4,914
Advisors Asset Management, Inc. 26%2,078 9,949 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 42%384 541
NORTHEAST INVESTMENT MANAGEMENT 44%2,073 6,743 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 6%365 6,045
Marshall Wace LLP bought2,039 2,039 TRANSCEND WEALTH COLLECTIVE, LLC sold358 0
Veriti Management LLC 84%2,032 4,456 USA Financial Portformulas Corp 17%345 1,729
PROFUND ADVISORS LLC 27%1,948 9,144 WADDELL & REED FINANCIAL INC 0%297 839,411
Apollon Wealth Management, LLC bought1,856 1,856 Private Capital Group, LLC 22%295 1,029
Blueshift Asset Management, LLC bought1,830 1,830 Fieldpoint Private Securities, LLC 15%293 1,627
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25%1,759 8,732 Legacy Private Trust Co. 32%275 575
Spouting Rock Asset Management, LLC bought1,746 1,746 Royal Harbor Partners, LLC 12%273 2,012
Integrated Investment Consultants, LLC bought1,735 1,735 RAYMOND JAMES TRUST CO 8%244 2,644
Quantitative Systematic Strategies LLC 332%1,694 2,204 CAPITAL INTERNATIONAL S A 4%243 6,595
WealthTrust Asset Management, LLC bought1,611 1,611 OneAscent Wealth Management LLC 11%238 1,926
MML INVESTORS SERVICES, LLC 8%1,548 20,527 XR Securities LLC 34%234 456
L & S Advisors Inc bought1,505 1,505 Copperwynd Financial, LLC 8%231 2,682
AMERITAS INVESTMENT CORP bought1,488 1,488 DUBUQUE BANK & TRUST CO 6%207 3,002
AMERICAN CENTURY COMPANIES INC 18%1,468 9,467 Geneos Wealth Management Inc. sold206 0
McGuire Investment Group, LLC 17%1,398 9,870 Valeo Financial Advisors, LLC sold202 0
Ensign Peak Advisors, Inc 3%1,391 55,696 Perigon Wealth Management, LLC sold194 0
Spectrum Management Group, Inc. 148%1,389 2,326 Mount Yale Investment Advisors, LLC 2%191 12,326
Alaethes Wealth LLC bought1,367 1,367 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2%185 10,954
BESSEMER GROUP INC 0%1,362 289,501 Samalin Investment Counsel, LLC sold180 0
Creative Planning 17%1,357 9,223 Westover Capital Advisors, LLC 6%180 3,023
Clear Harbor Asset Management, LLC bought1,319 1,319 Cedar Brook Financial Partners, LLC 11%179 1,445
Hollow Brook Associates LLC bought1,305 1,305 PERSONAL CFO SOLUTIONS, LLC 4%174 3,985
BLAIR WILLIAM & CO/IL 56%1,268 3,530 SCHWAB CHARLES INVESTMENT MANAGEMENT INC 20%165 651
EVERGREEN CAPITAL MANAGEMENT LLC bought1,215 1,215 PARK NATIONAL CORP /OH/ 17%165 830
Pathstone Family Office, LLC 467%1,213 1,473 Inspire Advisors, LLC sold162 0
Gladstone Institutional Advisory LLC bought1,195 1,195 Harrington Investments, INC 23%162 540
OPPENHEIMER & CO INC bought1,161 1,161 GRIFFIN ASSET MANAGEMENT, INC. 3%160 4,494
WHITTIER TRUST CO 4%1,131 28,388 FIRST MERCANTILE TRUST CO 7%160 1,975
O'Neil Global Advisors, Inc. bought1,100 1,100 GoalVest Advisory LLC 8%152 1,780
STATE STREET CORP 3%1,096 33,684 Personal Capital Advisors Corp 10%151 1,299
Capital Bank & Trust Co 1%1,082 96,791 EAGLE GLOBAL ADVISORS LLC 1%150 13,622
Wagonhound Investments, LP 14%1,081 8,602 CALTON & ASSOCIATES, INC. 28%143 363
H D Vest Advisory Services 207%1,056 1,566 Geller Family Office Services, LLC 16%141 714
Capital Research Global Investors 13%1,032 8,729 Tamar Securities, LLC 2%137 5,434
PINNACLE ASSOCIATES LTD 29%970 4,317 BANK OF NOVA SCOTIA TRUST CO 22%135 468
Investec Asset Management LTD 2%962 53,166 NOMURA ASSET MANAGEMENT CO LTD 7%132 1,730
PRIVATE ASSET MANAGEMENT INC bought957 957 HARVEST GROUP WEALTH MANAGEMENT, LLC sold125 0
KB FINANCIAL PARTNERS, LLC bought930 930 HPM Partners LLC 11%125 988
BROWN ADVISORY HOLDINGS INC 97%918 1,868 Bank Julius Baer & Co. Ltd, Zurich sold125 0
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) 16%918 6,495 Great Diamond Partners, LLC 17%121 576
Cresset Asset Management, LLC 22%913 5,069 INTRUST BANK NA 4%116 2,608
Madison Asset Management, LLC 7%882 12,796 CORBETT ROAD CAPITAL MANAGEMENT, LLC 10%114 980
Impax Asset Management Group plc 63%875 2,265 TrinityPoint Wealth, LLC 14%113 717
COMMONWEALTH EQUITY SERVICES, LLC. 19%868 5,456 NorthCoast Asset Management LLC 7%112 1,478
GLUSKIN SHEFF & ASSOC INC 7%830 13,255 Ellevest, Inc. 24%101 316
RAYMOND JAMES & ASSOCIATES 1%823 140,976 Analyst IMS Investment Management Services Ltd. 3%100 3,900
Covington Capital Management 10%800 8,940 Interchange Capital Partners, LLC 19%93 403
Elite Wealth Management, LLC 14%798 6,682 ARLINGTON PARTNERS LLC sold88 0
Calamos Wealth Management LLC 17%777 5,457 GUARDIAN CAPITAL LP 2%87 4,482
Wambolt & Associates, LLC bought769 769 First Pacific Financial 8%83 904
BANK OF NOVA SCOTIA / 65%736 1,874 Asset Dedication, LLC 11%79 666
Louisiana State Employees Retirement System 21%700 4,000 ADVISORY RESEARCH INC 11%76 631
Raymond James Financial Services Advisors, Inc. 10%692 7,438 AE Wealth Management LLC 16%76 386
Multi-Financial Securities Corp bought681 681 Zions Bancorporation, N.A. 3%74 2,048
Penserra Capital Management LLC 41%677 2,326 Calamos Advisors LLC 0%73 27,000
HARVEST VOLATILITY MANAGEMENT LLC 66%672 1,684 CHILDRESS CAPITAL ADVISORS, LLC sold72 0
GLENMEDE TRUST CO NA 4%646 18,852 Pacific Center for Financial Services 9%71 736
Main Street Research LLC 1%623 48,908 CIBC World Markets Inc. 1%67 7,860
Burns Wealth Management, Inc. bought608 608 Veritable, L.P. 3%67 1,852
Prudent Man Advisors, LLC bought606 606 Red Spruce Capital, LLC 1%66 5,885
FULTON BANK, N.A. 128%601 1,070 RMB Capital Management, LLC 15%65 356
Engineers Gate Manager LP 30%600 2,600 ROPES WEALTH ADVISORS LLC 9%62 648
Comprehensive Portfolio Management, LLC 23%598 3,185 First Personal Financial Services sold58 0
CWM, LLC 180%577 897 Eudaimonia Partners, LLC 51%55 52
DUPONT CAPITAL MANAGEMENT 71%577 1,384 Cetera Investment Advisers 2%54 2,330
KCM INVESTMENT ADVISORS LLC bought569 569 Gunderson Capital Management Inc. 0%54 13,869
Horizon Investments, LLC/SC bought569 569 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA sold52 0
Fort Sheridan Advisors LLC bought535 535 SALEM INVESTMENT COUNSELORS INC 96%50 2
MATHER GROUP, INC. bought531 531 JUPITER ASSET MANAGEMENT LTD 1%49 9,141
Phoenix Holdings Ltd. bought510 510 180 WEALTH ADVISORS, LLC 4%48 1,084
Vestmark Advisory Solutions, Inc. 8%502 6,927 FLAGSHIP HARBOR ADVISORS, LLC 10%48 444
44 WEALTH MANAGEMENT LLC bought501 501 People's United Financial, Inc. 2%48 1,916
MERCER GLOBAL ADVISORS INC /ADV 7%499 7,231 Ten Capital Wealth Advisors, LLC 49%48 49
Budros, Ruhlin & Roe, Inc. bought495 495 Berman Capital Advisors, LLC 19%41 179
COMMERCE BANK N A/MO 54%490 1,398 Johnson Financial Group, Inc. sold40 0
Enlightenment Research, LLC bought481 481 TRUST CO OF VERMONT sold37 0
LVW Advisors, LLC 19%479 2,962 Sheaff Brock Investment Advisors, LLC 5%36 670
We Are One Seven, LLC 9%478 5,528 CENTAURUS FINANCIAL, INC. 5%35 663
Northeast Financial Consultants Inc bought477 477 Valley Brook Capital Group, Inc. sold35 0
Koss-Olinger Consulting, LLC bought477 477 ELCO Management Co., LLC 3%33 991
EXCHANGE TRADED CONCEPTS, LLC 74%473 1,108 Financial Advocates Investment Management 4%32 767
SCOUT INVESTMENT ADVISORS INC bought473 473 AMERICAN INTERNATIONAL GROUP INC 1%31 4,877
SIGNATUREFD, LLC 17%473 3,213 Menard Financial Group LLC 7%31 424
CHILTON INVESTMENT CO LLC bought472 472 Titus Wealth Management 4%30 796
Paradiem, LLC 41%468 1,614 Livingston Group Asset Management CO (operating as Southport Capital Management) 5%30 594
BECK CAPITAL MANAGEMENT, LLC 12%468 4,261 HOWE & RUSLING INC 58%29 21
MARATHON CAPITAL MANAGEMENT bought467 467 Thomas J. Herzfeld Advisors, Inc. sold28 0
Roundview Capital LLC bought451 451 Coconut Grove Bank 4%28 656
Intrua Financial, LLC bought451 451 GREENLEAF TRUST 1%27 2,573
Institute for Wealth Management, LLC. bought449 449 CAROLINAS WEALTH CONSULTING LLC 18%27 119
Harbour Capital Advisors, LLC bought443 443 HighPoint Advisor Group LLC 3%25 691
Aurum Wealth Management Group, LLC bought436 436 IHT Wealth Management, LLC 4%25 593
Laffer Investments bought429 429 Balentine LLC 5%24 495
RMR Wealth Builders 15%428 3,356 MCKINLEY CAPITAL MANAGEMENT INC /AK 1%22 1,644
Bruderman Asset Management, LLC bought422 422 ASSOCIATED BANC-CORP sold21 0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4%421 10,889 HUNTINGTON NATIONAL BANK 13%21 140
Chesapeake Wealth Management bought414 414 BRANDYWINE OAK PRIVATE WEALTH LLC 4%21 530
REGENTATLANTIC CAPITAL LLC bought410 410 SALIENT TRUST CO LTA 0%18 14,829
Linscomb & Williams, Inc. bought406 406 Regent Peak Wealth Advisors LLC sold17 0
First Heartland Consultants, Inc. bought402 402 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2%17 1,079
Daiwa Securities Group Inc. 38%402 1,466 COLDSTREAM CAPITAL MANAGEMENT INC 1%17 1,365
NovaPoint Capital, LLC bought402 402 ATRIA INVESTMENTS LLC 0%16 13,874
CULLEN FROST BANKERS INC 67%401 1,000 Sound Income Strategies, LLC sold15 0
Edge Capital Group, LLC bought401 401 Stokes Family Office, LLC 1%14 1,176
FineMark National Bank & Trust bought401 401 ALGER FRED MANAGEMENT INC 1%13 1,584
Andesa Financial Management Inc. bought400 400 LAZARD ASSET MANAGEMENT LLC 7%11 138
Pinnacle Wealth Management Advisory Group, LLC bought400 400 Optas, LLC 2%11 691
FIRST CITIZENS BANK & TRUST CO 7%393 6,062 Insight Wealth Strategies, LLC 1%11 936
Ethic Inc. 16%388 2,870 Wunderlich Securities, Inc. 2%10 548
Pinnacle Family Advisors, LLC bought388 388 Manchester Capital Management LLC sold10 0
NORTH STAR ASSET MANAGEMENT INC 2%380 19,018 Steel Peak Wealth Management LLC 2%9 412
SFMG, LLC bought378 378 HighMark Wealth Management LLC 69%9 4
Kesler, Norman & Wride, LLC bought377 377 Catalyst Capital Advisors LLC 13%7 46
LOGAN CAPITAL MANAGEMENT INC 5%377 7,925 ALTFEST L J & CO INC 0%5 1,871
SYMMETRY PEAK MANAGEMENT LLC bought377 377 Keudell/Morrison Wealth Management 1%5 753
Monterey Private Wealth, Inc. bought374 374 Altus Wealth Group LLC sold5 0
INVESTMENT PARTNERS LTD /OH/ /ADV bought372 372 Sunbelt Securities, Inc. 1%5 437
EAGLE ASSET MANAGEMENT INC bought371 371 Dorsey & Whitney Trust CO LLC 0%4 3,146
Ledyard National Bank bought370 370 Shilanski & Associates, Inc. 1%4 632
Perpetual Investment Management Ltd bought370 370 Parallel Advisors, LLC 0%4 1,601
Cordatus Wealth Management LLC 37%364 1,354 CLOVERFIELDS CAPITAL GROUP, LP 0%3 1,589
MJP ASSOCIATES INC /ADV bought359 359 BBVA USA BANCSHARES INC 0%3 815
Front Row Advisors LLC 6%359 6,563 Old North State Trust, LLC sold3 0
Canal Capital Management, LLC bought359 359 Resolute Advisors LLC sold3 0
Hennion & Walsh Asset Management, Inc. bought357 357 THOMAS WHITE INTERNATIONAL LTD 0%3 8,133
Wealthsimple US, Ltd. bought356 356 National Asset Management, Inc. 17%3 15
FORTE CAPITAL LLC /ADV bought355 355 Baystate Wealth Management LLC sold3 0
BP WEALTH MANAGEMENT, LLC 23%353 1,907 Opal Wealth Advisors, LLC 0%2 510
Benin Management CORP bought353 353 Sawtooth Asset Management, Inc. 0%2 2,532
Wharton Business Group, LLC bought350 350 Janney Capital Management LLC 0%2 547
Homrich & Berg bought348 348 ABSOLUTE INVESTMENT MANAGEMENT LLC no change 2
Freestone Capital Holdings, LLC 32%348 1,448 BerganKDV Wealth Management, LLC no change 60
GAMBLE JONES INVESTMENT COUNSEL bought345 345 Gemmer Asset Management LLC no change 63
LEVEL FOUR ADVISORY SERVICES, LLC bought341 341 DUNCKER STREETT & CO INC no change 131
Texas Capital Bank Wealth Management Services Inc bought333 333 MEEDER ASSET MANAGEMENT INC no change 49
PRUDENTIAL FINANCIAL INC 11%332 3,295 LIBERTY WEALTH MANAGEMENT LLC no change 129
Souders Financial Advisors bought330 330 RWM Asset Management, LLC no change 18
SRS Capital Advisors, Inc. bought330 330 SCHRODER INVESTMENT MANAGEMENT GROUP no change 77
Blue Creek Investment Partners, LLC 55%321 908 Ellis Investment Partners, LLC no change 79
WEATHERLY ASSET MANAGEMENT LP /ADV 10%320 3,673 Barrett Asset Management, LLC no change 24
Quilter Plc bought319 319 Arkadios Wealth Advisors no change 18
GPS Wealth Strategies Group, LLC bought317 317 Harel Insurance Investments & Financial Services Ltd. no change 82
OLD NATIONAL BANCORP /IN/ 2%315 14,439 Column Capital Advisors, LLC no change 81
Steigerwald, Gordon & Koch Inc. bought313 313 Global Trust Asset Management, LLC no change 80
KEYBANK NATIONAL ASSOCIATION/OH 24%304 1,575 Crescent Capital Consulting, LLC no change 3
Advisor OS, LLC 20%303 1,803 Hexagon Capital Partners LLC no change 91
Resource Management, LLC bought300 300 McIlrath & Eck, LLC no change 28
Sterling Manor Financial, LLC bought293 293 Bartlett & Co. LLC no change 9
Venture Visionary Partners LLC bought292 292 Prestige Wealth Management Group LLC no change 34
Paradigm Financial Partners, LLC 8%290 3,754 Holloway Wealth Management, LLC no change 13
Prospera Financial Services 17%286 1,980 Hudock Moyer Wealth Resources, LLC no change 11
BURNEY CO/ 42%282 948 BDO Wealth Advisors, LLC no change 12
Arden Trust Co 8%276 3,836 Charter Oak Capital Management, LLC no change 34
VICTORY CAPITAL MANAGEMENT INC 1%274 23,470 Nelson, Van Denburg & Campbell Wealth Management Group, LLC no change 12
KESTRA PRIVATE WEALTH SERVICES, LLC 38%262 958 BENJAMIN F. EDWARDS & COMPANY, INC. no change 35
EVOKE WEALTH, LLC 607%261 304 Baron Financial Group, LLC no change 30
CIBC Global Asset Management Inc 1%260 18,075 Plante Moran Financial Advisors Ltd Partnership no change 5
BAILARD, INC. 2%251 10,553 Accel Wealth Management no change 30
Icon Wealth Partners, LLC 29%250 1,125 TrueNorth, Inc. no change 5
Norinchukin Bank, The 48%246 759 Hanson McClain, Inc. no change 16
Checchi Capital Advisers, LLC 11%242 2,368 Larson Financial Group LLC no change 2
Meristem, LLP 15%239 1,803 SkyView Investment Advisors, LLC no change 7
Pinnacle Wealth Planning Services, Inc. 11%232 2,277 Fortis Advisors, LLC no change 44
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. bought230 230 ADIRONDACK TRUST CO no change 30
STEPHENS INC /AR/ 15%226 1,766 LEAVELL INVESTMENT MANAGEMENT, INC. no change 1,592
THOROUGHBRED FINANCIAL SERVICES, LLC 51%222 657 Pinnacle Bank no change 16
ACADIAN ASSET MANAGEMENT LLC bought204 204 Winch Advisory Services, LLC no change 15
Altium Wealth Management LLC 17%202 1,367 Lenox Wealth Advisors, Inc. no change 11
Carmichael Hill & Associates, Inc. 89%200 425 Rocky Mountain Advisers, LLC no change 20
Wealthcare Advisory Partners LLC bought198 198 OGOREK ANTHONY JOSEPH /NY/ /ADV no change 22
Paragon Advisors, LLC 4%198 4,679 WOLFF WIESE MAGANA LLC no change 37
Jupiter Wealth Management LLC bought196 196 TCI Wealth Advisors, Inc. no change 35
Harvest Fund Management Co., Ltd 21%191 1,107 Tortoise Investment Management, LLC no change 23
PINNACLE FINANCIAL PARTNERS INC 14%187 1,524 Tower View Investment Management & Research LLC no change 10
V Wealth Management,LLC 22%187 1,025 EVENTIDE ASSET MANAGEMENT, LLC no change 172,000
Central Asset Investments & Management Holdings (HK) Ltd 2%185 8,863 BAR HARBOR TRUST SERVICES no change 4,371
GM Advisory Group, Inc. 14%185 1,531 SIT INVESTMENT ASSOCIATES INC no change 4,026
Intersect Capital LLC 13%185 1,573 PARSONS CAPITAL MANAGEMENT INC/RI no change 3,807
Essex Financial Services, Inc. bought184 184 NEW YORK STATE COMMON RETIREMENT FUND no change 8,768
Capital Asset Advisory Services LLC 37%182 671 ANDERSON HOAGLAND & CO no change 10,819
MISSION WEALTH MANAGEMENT, LLC 6%179 2,957 STIFEL FINANCIAL CORP no change 5
Stanley-Laman Group, Ltd. 1%171 14,795 KORNITZER CAPITAL MANAGEMENT INC /KS no change 25,741
PROEQUITIES, INC. 13%166 1,484 Henry James International Management Inc. no change 12,481
Veracity Capital LLC 29%165 736 Tradition Wealth Management, LLC no change 50
Solstein Capital, LLC 8%161 2,272 WASHINGTON TRUST CO no change 53
SCHMEIDLER A R & CO INC 5%155 2,985 USCA RIA LLC no change 1,352
Jacobi Capital Management LLC 166%151 242 Cox Capital Co LLC no change 690
CONNABLE OFFICE INC 4%151 3,699 PALLADIEM, LLC no change 612
Rosenberg Matthew Hamilton bought150 150 Adviser Investments LLC no change 1,433
Venturi Wealth Management, LLC 6%131 2,442 Lester Murray Antman dba SimplyRich no change 2,027
FOUNDERS FINANCIAL SECURITIES LLC 28%125 568 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO no change 3,245,079
Ballentine, Finn & Company, Inc. 9%125 1,510 TIAA, FSB no change 20
Sontag Advisory, LLC 17%121 842 Segment Wealth Management, LLC no change 3,600
GABELLI FUNDS LLC 0%118 41,818 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV no change 480
REGIONS FINANCIAL CORP 27%116 543 White Lighthouse Investment Management Inc. no change 350
WRAPMANAGER INC 8%109 1,495 Massey, Quick & Co., LLC no change 123
BSW Wealth Partners 8%107 1,427 TOTH FINANCIAL ADVISORY CORP no change 100
Abacus Planning Group, Inc. 12%106 981 TRUSTCORE FINANCIAL SERVICES, LLC no change 95
BRADLEY FOSTER & SARGENT INC/CT 21%106 606 Stephens Investment Management Group LLC no change 153
Burleson & Company, LLC bought102 102 TFC Financial Management no change 171
LEGAL & GENERAL GROUP PLC 1%102 7,928 Apella Capital, LLC no change 342
JONES FINANCIAL COMPANIES LLLP 567%102 120 Savior LLC no change 244
Standard Family Office LLC bought102 102 Sargent Bickham Lagudis LLC no change 210
GLYNN JA & CO 0%97 57,247 GaveKal Capital, LLC no change 3,362
QUADRANT CAPITAL GROUP LLC 6%96 1,578 Qtron Investments LLC no change 2,690
Hartland & Co., LLC 920%92 102 HOLDERNESS INVESTMENTS CO no change 430
CREDIT AGRICOLE S A 22%91 512 JNBA Financial Advisors no change 380
Concord Wealth Partners bought82 82 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC no change 123
Dorsey Wright & Associates 1%81 6,998 Cardan Capital Partners, LLC no change 442
JJJ Advisors Inc. 44%78 254 Aureus Asset Management, LLC no change 473
Garde Capital, Inc. 21%75 424 LifePro Asset Management no change 591
DAVIDSON D A & CO 5%75 1,639 BSC PRIVATE WEALTH MANAGEMENT, LLC no change 572
Verdence Capital Advisors LLC 12%72 680 Requisite Capital Management, LLC no change 500
COLONY GROUP LLC 7%72 1,097 Cribstone Capital Management, LLC no change 306
GAMCO INVESTORS, INC. ET AL 2%72 4,060 CREATIVE FINANCIAL DESIGNS INC /ADV no change 261
Virtue Capital Management, LLC 8%71 979 Parkside Financial Bank & Trust no change 152
Retirement Network 156%70 115 Freedman Financial Associates, Inc. no change 138
Sequoia Financial Advisors, LLC 9%66 820 FARMERS & MERCHANTS INVESTMENTS INC no change 132
Abbrea Capital, LLC 14%65 535 Dougherty Wealth Advisers LLC no change 161
Lido Advisors, LLC 9%63 787 MANCHESTER FINANCIAL INC no change 181
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 763%61 69 BROWN BROTHERS HARRIMAN & CO no change 257
NORTHWEST INVESTMENT COUNSELORS, LLC bought60 60 ENTERPRISE FINANCIAL SERVICES CORP no change 16
LAKE STREET ADVISORS GROUP, LLC 3%57 1,873 REILLY FINANCIAL ADVISORS, LLC no change 183
Lindbrook Capital, LLC 9%57 670 Aft, Forsyth & Company, Inc. no change 600
UNITED CAPITAL FINANCIAL ADVISERS,INC. 1%56 4,325 Argent Trust Co no change 649
Summit Investment Advisors, Inc. 4%56 1,629 PRINCIPAL FINANCIAL GROUP INC no change 954
Better Money Decisions, LLC bought53 53 Alexandria Capital, LLC no change 867
Perkins Coie Trust Co bought52 52 Armor Investment Advisors, LLC no change 814
MAI Wealth Advisors 2%52 2,663 HARBOR INVESTMENT ADVISORY, LLC no change 988
Integrated Advisors Network LLC 6%51 913 EMC Capital Management no change 1,000
Wagner Wealth Management, LLC bought50 50 ROMAN BUTLER FULLERTON & CO no change 2,224
FIRST MANHATTAN CO bought50 50 PICTET ASSET MANAGEMENT LTD no change 2,030
FIFTH THIRD BANCORP 3%49 1,950 EASTERN BANK no change 1,036
Firestone Capital Management 450%45 55 Amerivest Investment Management LLC no change 808
SHEETS SMITH & ASSOCIATES INC 3%41 1,261 Penobscot Investment Management Company, Inc. no change 764
Merit Financial Group, LLC 8%40 542 SMITH SHELLNUT WILSON LLC /ADV no change 683
FinTrust Capital Advisors, LLC bought36 36 McLean Asset Management Corp no change 679
TPG Financial Advisors, LLC 9%35 418 FIDUCIARY TRUST CO no change 650
QUEST CAPITAL MANAGEMENT INC /ADV 4%35 859 ARTHUR M. COHEN & ASSOCIATES, LLC no change 700
HM PAYSON & CO 17%34 229 Wellington Shields Capital Management, LLC no change 700
Zurcher Kantonalbank (Zurich Cantonalbank) 1,100%33 36 MITCHELL SINKLER & STARR/PA no change 735
Strategic Global Advisors, LLC 1%33 5,404 Bollard Group LLC no change 719
Legacy Financial Advisors, Inc. 7%33 476 Hilltop Holdings Inc. no change 707
SAGE RHINO CAPITAL LLC 4%33 927 Jackson, Grant Investment Advisers, Inc. no change 132
Meridian Wealth Partners, LLC bought31 31
HBK Sorce Advisory LLC 2%29 1,209
Financial Network 7%29 463
9258 Wealth Management, LLC 5%29 576
Sandy Spring Bank 43%28 93
COMERICA SECURITIES,INC. 1%27 2,504
Summit Wealth Group, LLC bought26 26
UNIONBANCAL CORP 4%26 721
Paragon Wealth Strategies, LLC bought25 25
SWS Partners 1%25 2,078
Summit X, LLC 2%25 1,394
Wilkinson Global Asset Management LLC 6%25 460
PDS Planning, Inc 5%22 481
Emerald Investment Partners, LLC 22%19 106
Arete Wealth Advisors, LLC 2%18 743
CAPROCK Group, Inc. 1%17 1,308
BALDWIN BROTHERS INC/MA 6%16 284
Global Retirement Partners, LLC 18%15 97
Symphony Financial, Ltd. Co. 2%15 830
Sonora Investment Management, LLC bought15 15
Stonebridge Capital Advisors LLC bought15 15
Rehmann Capital Advisory Group 2%15 735
EDMOND DE ROTHSCHILD HOLDING S.A. bought14 14
Truvestments Capital LLC bought13 13
Stratos Wealth Partners, LTD. 3%13 435
VALLEY NATIONAL ADVISERS INC 93%13 27
Patriot Financial Group Insurance Agency, LLC 8%13 178
NEXT Financial Group, Inc 17%11 76
MOODY NATIONAL BANK TRUST DIVISION 2%11 495
Sugarloaf Wealth Management, LLC 33%11 44
DELTA ASSET MANAGEMENT LLC/TN bought10 10
Hanson Investment Management bought10 10
AdvisorNet Financial, Inc 1%10 712
NVWM, LLC 1%10 1,718
WHITE BAY PT LLC bought10 10
Jones Collombin Investment Counsel Inc 11%9 92
Ancora Advisors, LLC 41%9 31
WETHERBY ASSET MANAGEMENT INC 0%8 6,949
Morse Asset Management, Inc 0%7 1,507
Capital Advisory Group Advisory Services, LLC 2%7 453
MITCHELL & PAHL PRIVATE WEALTH, LLC 1%6 626
Financial Management Professionals, Inc. 86%6 13
Key FInancial Inc bought5 5
TORONTO DOMINION BANK 3%5 205
Independent Advisor Alliance 0%5 1,506
Marshall Financial Group LLC 0%5 2,815
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 9%5 60
Williams Jones Wealth Management, LLC. 1%5 787
Glassman Wealth Services 3%5 153
Atlas Private Wealth Advisors 67%4 10
Belpointe Asset Management LLC 1%3 298
Sierra Capital LLC bought3 3
Clarius Group, LLC 0%2 883
SHAKER INVESTMENTS LLC/OH 0%1 1,210
Allred Capital Management, LLC 0%1 1,262
MAR VISTA INVESTMENT PARTNERS LLC 1%1 118
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