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STOCK TICKER:
CMS Energy Corp.   (ticker: CMS)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 95
0 100 95
Current Holdings: 237,565,696
Previous Holdings: 150,607,195
Change: 57.74%
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)
VANGUARD GROUP INC bought36,186,026 36,186,026 Renaissance Technologies(Jim Simons) 63%1,115,121 642,494
PICTET ASSET MANAGEMENT LTD bought6,409,995 6,409,995 TORTOISE CAPITAL ADVISORS LLC sold802,852 0
GEODE CAPITAL MANAGEMENT LLC bought4,871,092 4,871,092 WESTWOOD HOLDINGS GROUP INC 84%799,756 150,617
NORTHERN TRUST CORP bought3,674,773 3,674,773 WELLS FARGO & CO/MN 27%785,775 2,177,548
AMERIPRISE FINANCIAL INC bought3,669,225 3,669,225 Banco Santander, S.A. sold502,756 0
Invesco Ltd. bought2,999,873 2,999,873 THRIVENT FINANCIAL FOR LUTHERANS 31%409,332 908,841
BANK OF AMERICA CORP /DE/ bought2,587,633 2,587,633 VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 75%404,160 134,385
GOLDMAN SACHS GROUP INC bought2,515,949 2,515,949 STATE STREET CORP 2%346,797 15,916,597
Capital Research Global Investors 67%2,072,090 5,160,457 Bank of New York Mellon CORP 3%274,384 7,892,785
DUFF & PHELPS INVESTMENT MANAGEMENT CO bought2,024,646 2,024,646 Mitsubishi UFJ Securities International PLC sold272,200 0
BROOKFIELD ASSET MANAGEMENT INC. bought1,875,218 1,875,218 SCOUT INVESTMENT ADVISORS INC 41%226,730 332,625
GQG Partners LLC 106%1,570,146 3,049,916 Russell Investments Group, Ltd. 22%197,904 714,003
ROYAL BANK OF CANADA bought1,449,858 1,449,858 AQR CAPITAL MANAGEMENT LLC 50%186,933 187,015
Capital Research & Management Co - Division 3 27%1,381,184 6,578,658 ARONSON & JOHNSON & ORTIZ, LP sold177,406 0
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought1,309,746 1,309,746 CARILLON TOWER ADVISERS, INC. 39%157,675 248,350
Rare Infrastructure Ltd bought1,245,582 1,245,582 TORONTO DOMINION BANK 100%146,980 541
TWO SIGMA ADVISERS, LLC bought1,242,196 1,242,196 JENNISON ASSOCIATES LLC 6%146,312 2,396,156
MORGAN STANLEY bought1,128,193 1,128,193 Energy Income Partners, LLC 17%145,928 737,959
Artisan Partners Limited Partnership 46%959,426 3,063,666 Centenus Global Management, LP sold115,000 0
D. E. Shaw & Co., INC. (David E. Shaw) bought808,489 808,489 JANE STREET GROUP, LLC 47%114,586 131,243
MILLENNIUM MANAGEMENT LLC bought786,219 786,219 Winton Capital Group Ltd 58%101,447 73,805
FMR LLC bought775,942 775,942 CIBC Global Asset Management Inc 79%95,226 24,636
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought755,798 755,798 Arizona State Retirement System 59%94,970 66,127
AMERICAN CENTURY COMPANIES INC 2,662%740,608 768,427 VICTORY CAPITAL MANAGEMENT INC 16%93,217 501,027
PIONEER INVESTMENT MANAGEMENT INC bought722,716 722,716 LORD ABBETT & CO LLC 3%91,873 2,949,049
Ceredex Value Advisors LLC 95%586,600 1,202,700 BARCLAYS PLC 30%91,831 214,094
APG All Pensions Group 133%552,732 969,282 FDx Advisors, Inc. sold82,082 0
PRICE T ROWE ASSOCIATES INC /MD/ bought530,606 530,606 ENVESTNET ASSET MANAGEMENT INC 16%71,732 368,135
State of Tennessee, Treasury Department bought528,768 528,768 PUTNAM INVESTMENTS LLC sold66,822 0
Bruce & Co., Inc. bought492,800 492,800 SEI INVESTMENTS CO 32%63,547 137,339
PRUDENTIAL CORP PLC 60%437,888 1,168,367 Richard Bernstein Advisors LLC 70%57,442 24,718
BB&T CORP bought418,988 418,988 PARAMETRIC PORTFOLIO ASSOCIATES 3%55,342 1,572,275
Echo Street Capital Management LLC bought412,639 412,639 Robeco Institutional Asset Management B.V. 30%53,450 125,679
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main bought407,835 407,835 Engineers Gate Manager LP 93%51,823 4,040
Capital World Investors 3%399,344 15,461,082 Nuveen Asset Management, LLC 15%51,222 291,756
Standard Life Aberdeen plc bought361,973 361,973 CANADA PENSION PLAN INVESTMENT BOARD 100%50,967 10
REAVES W H & CO INC 30%340,338 1,493,433 AIGEN INVESTMENT MANAGEMENT, LP sold49,743 0
HSBC HOLDINGS PLC bought307,288 307,288 Man Group plc 76%49,032 15,661
VOLORIDGE INVESTMENT MANAGEMENT, LLC bought292,537 292,537 SG Americas Securities, LLC 71%48,220 19,778
AMP Capital Investors Ltd bought287,584 287,584 Hexavest Inc. 29%46,937 116,542
ALLIANCEBERNSTEIN L.P. 44%279,333 918,990 PRUDENTIAL FINANCIAL INC 17%45,954 222,078
ING INVESTMENT MANAGEMENT LLC bought274,019 274,019 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 63%43,470 25,259
TD ASSET MANAGEMENT INC 119%271,579 500,192 NEW YORK STATE COMMON RETIREMENT FUND 9%41,000 413,900
OMERS ADMINISTRATION CORP bought269,900 269,900 Sustainable Insight Capital Management, LLC sold40,850 0
MACQUARIE GROUP LTD 26%262,513 1,273,984 TOBAM 17%39,374 190,727
BANK OF MONTREAL /CAN/ 20%226,731 1,365,272 Korea Investment CORP 34%38,800 76,900
DEUTSCHE BANK AG 25%220,208 1,107,420 State of New Jersey Common Pension Fund D 17%38,674 188,660
EATON VANCE MANAGEMENT 10%209,793 2,407,455 MACKAY SHIELDS LLC 83%35,936 7,545
TWO SIGMA INVESTMENTS LLC bought191,079 191,079 GUGGENHEIM CAPITAL LLC 9%33,825 362,052
PRINCIPAL FINANCIAL GROUP INC 46%186,653 594,257 Monument Capital Management sold33,431 0
CREDIT SUISSE/ 18%181,208 1,161,301 Susquehanna International Group, LLP 13%32,635 221,844
CAXTON ASSOCIATES LLC (Bruce Kovner) bought179,470 179,470 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 28%32,259 83,466
FIRST TRUST ADVISORS LP 19%162,105 1,018,509 GREAT WEST LIFE ASSURANCE CO /CAN/ 14%30,941 183,850
Partners Group Holding AG 34%144,263 567,076 Aperio Group, LLC 15%29,752 172,847
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 6%114,462 1,948,892 UBS Group AG 14%29,410 177,601
Blackstart Capital LP bought107,290 107,290 RHUMBLINE ADVISERS 5%28,869 528,074
COHEN & STEERS INC 7%93,357 1,501,833 WELLINGTON MANAGEMENT CO LLP 77%27,156 8,117
BRASADA CAPITAL MANAGEMENT, LP bought91,825 91,825 OPSEU Pension Plan Trust Fund sold26,920 0
Squarepoint Ops LLC 91%89,272 187,234 DekaBank Deutsche Girozentrale 2%26,696 1,196,622
Weiss Multi-Strategy Advisers LLC bought85,000 85,000 FIRST MANHATTAN CO 34%23,900 46,982
Neuberger Berman Group LLC 28%84,154 385,142 DIAM Co., Ltd. 8%20,564 251,026
SCHRODER INVESTMENT MANAGEMENT GROUP bought75,510 75,510 Illinois Municipal Retirement Fund 68%20,497 9,855
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 924%73,900 81,900 COMGEST GLOBAL INVESTORS S.A.S. 12%20,000 141,282
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 3%71,811 2,391,524 Hanson McClain, Inc. 99%18,405 100
STATE TREASURER STATE OF MICHIGAN 1,813%69,264 73,085 TDAM USA INC. 18%18,243 84,443
HENDERSON GROUP PLC 7%68,080 983,633 TOEWS CORP /ADV sold17,500 0
Maple-Brown Abbott Ltd 11%67,250 705,545 Trexquant Investment LP sold16,133 0
Mitsubishi UFJ Trust & Banking Corp 225%61,791 89,213 PANAGORA ASSET MANAGEMENT INC 2%14,992 831,900
MANUFACTURERES LIFE INSURANCE CO bought57,940 57,940 WAYNE HUMMER ASSET MANAGEMENT CO 77%13,948 4,157
CAPITAL FUND MANAGEMENT S.A. bought57,317 57,317 Treasurer of the State of North Carolina 11%13,260 109,332
Connor, Clark & Lunn Investment Management Ltd. bought56,021 56,021 Wealthfront Advisers LLC 27%12,683 34,458
Utah Retirement Systems bought54,308 54,308 HITE Hedge Asset Management LLC sold12,500 0
HAP Trading, LLC bought53,400 53,400 FFCM LLC sold12,422 0
EVENTIDE ASSET MANAGEMENT, LLC bought53,100 53,100 Cipher Capital LP sold12,066 0
SUNRISE PARTNERS LLC /CT 491%52,600 63,307 ONTARIO TEACHERS PENSION PLAN BOARD 66%11,117 5,669
Marshall Wace North America, L.P. bought49,529 49,529 WOLVERINE TRADING, LLC 69%11,071 5,086
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC bought48,710 48,710 Chevy Chase Trust Holdings, Inc. 4%10,959 233,822
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1%47,271 3,435,400 LEGAL & GENERAL GROUP PLC 0%10,733 3,693,331
DnB NOR Asset Management AS bought44,906 44,906 NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 17%10,269 51,484
CI INVESTMENTS INC. bought42,912 42,912 OLD MISSION CAPITAL LLC sold10,104 0
Point72 Asset Management, L.P. 856%42,800 47,800 BRINKER CAPITAL INC 34%9,659 18,901
Andra AP-fonden bought42,600 42,600 ETRADE Capital Management LLC 35%9,299 17,478
USS Investment Management Ltd bought40,786 40,786 DUPONT CAPITAL MANAGEMENT 55%8,908 7,365
AMICA MUTUAL INSURANCE CO bought39,305 39,305 IFM Investors Pty Ltd 31%8,414 19,085
Zurich Insurance Group Ltd/FI bought38,500 38,500 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 17%8,400 41,494
NICHOLAS CO INC /WI 84%37,000 81,000 RAYMOND JAMES & ASSOCIATES 5%8,227 145,177
OSSIAM bought36,859 36,859 OAKBROOK INVESTMENTS LLC sold8,050 0
SEEYOND bought36,272 36,272 CITIGROUP INC 2%7,753 348,347
PEAK6 Investments LLC bought34,100 34,100 MACKENZIE FINANCIAL CORP 36%7,609 13,350
CORBYN INVESTMENT MANAGEMENT INC/MD bought33,516 33,516 Calamos Advisors LLC 6%7,580 118,464
ProShare Advisors LLC bought33,491 33,491 CWM Advisors, LLC sold7,190 0
BANK OF NOVA SCOTIA / bought33,377 33,377 MARTINGALE ASSET MANAGEMENT L P 1%7,004 492,899
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 145%32,800 55,374 HENNESSY ADVISORS INC 2%6,500 332,998
Zurcher Kantonalbank (Zurich Cantonalbank) 52%31,965 93,387 Private Advisory Group LLC sold6,390 0
Verition Fund Managegment LLC bought29,000 29,000 Mirae Asset Global Investments Co., Ltd. 39%6,217 9,787
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY bought28,250 28,250 Epoch Investment Partners Inc. 3%5,903 201,949
National Pension Service 7%28,203 419,025 6 Meridian 63%5,867 3,506
CIBC World Markets Inc. bought27,899 27,899 US BANCORP DE 3%5,773 196,302
Capital Bank & Trust Co 10%27,278 295,067 ING CLARION REAL ESTATE SECURITIES/N L.P. 3%5,748 162,048
Edgestream Partners, L.P. bought27,093 27,093 MAI Wealth Advisors sold5,693 0
Magellan Asset Management Ltd 12%26,666 246,593 INGALLS & SNYDER LLC sold5,600 0
Goss Wealth Management LLC 8%26,573 356,809 GLUSKIN SHEFF & ASSOC INC 6%5,441 87,223
Cubist Systematic Strategies, LLC 92%24,387 50,996 ING GROEP NV sold5,188 0
Crossmark Global Holdings, Inc. bought23,885 23,885 Ensign Peak Advisors, Inc 4%5,018 109,874
Pacer Advisors, Inc. bought23,862 23,862 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11%4,814 38,014
Norinchukin Bank, The bought23,705 23,705 Patton Fund Management, Inc. 20%4,800 19,498
Quantitative Investment Management, LLC bought23,151 23,151 Stone Ridge Asset Management LLC sold4,742 0
Cox Capital Co LLC 304%20,246 26,903 Railway Pension Investments Ltd 2%4,700 201,715
AXA bought19,690 19,690 AGF FUNDS INC sold4,646 0
Advisors Asset Management, Inc. bought19,433 19,433 Alaska Retirement Management Board 2%4,497 246,779
ADVANTUS CAPITAL MANAGEMENT INC 69%19,138 46,791 AVIVA PLC 4%4,481 95,103
Dana Investment Advisors, Inc. bought18,223 18,223 AE Wealth Management LLC 48%4,457 4,786
Osborn Rohs Williams & Donohoe Ltd bought17,325 17,325 ROYAL LONDON ASSET MANAGEMENT LTD 4%4,455 111,247
DEAN C H & ASSOCIATES INC bought16,883 16,883 MML INVESTORS SERVICES, LLC 45%4,263 5,149
AMALGAMATED BANK bought16,552 16,552 Bridgewater Associates, Inc.(Raymond Dalio) 48%4,097 4,487
Horizon Investments, LLC/SC bought16,501 16,501 World Asset Management Inc 30%4,069 9,431
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 18%16,300 109,334 Dean Capital Investments Management, LLC 39%4,064 6,234
SENTRY INVESTMENT MANAGEMENT INC bought16,075 16,075 HORIZON ASSET MANAGEMENT INC/NY 20%4,050 16,475
DUALITY ADVISERS, LP bought15,926 15,926 LS Investment Advisors, LLC 15%3,988 22,718
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,114%15,600 17,000 Municipal Employees' Retirement System of Michigan sold3,980 0
Personal Capital Advisors Corp 7%15,010 218,941 Vident Investment Advisory, LLC 33%3,974 8,190
PROFUND ADVISORS LLC bought14,605 14,605 FIRST HAWAIIAN BANK sold3,883 0
STRS OHIO 11%14,527 143,756 Vestcor Investment Management Corp 3%3,776 124,445
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 47%14,445 45,491 NISA INVESTMENT ADVISORS L L C 1%3,660 301,008
BESSEMER GROUP INC 6%14,443 239,862 Allianz Asset Management AG 14%3,523 20,868
QS Investors, LLC bought14,101 14,101 DAVIDSON D A & CO sold3,491 0
STATE OF WISCONSIN INVESTMENT BOARD 6%12,540 228,225 Executive Wealth Management, LLC sold3,486 0
FIS GROUP, INC. bought11,708 11,708 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3%3,474 114,035
PITCAIRN CO bought11,461 11,461 CAPTRUST FINANCIAL ADVISORS 6%3,473 53,566
FIL Ltd 0%11,187 2,812,232 ALPS ADVISERS INC sold3,467 0
HRT FINANCIAL LLC bought11,167 11,167 HighTower Advisors, LLC 8%3,457 39,368
Bayesian Capital Management, LP bought10,800 10,800 Kentucky Retirement Systems 18%3,451 15,934
JACOBS LEVY EQUITY MANAGEMENT INC bought10,694 10,694 FOSTER & MOTLEY INC 20%3,374 13,789
MDAM Asset Management Co., Ltd. 255%10,290 14,333 COMMERCE BANK N A/MO 42%3,320 4,631
Skandinaviska Enskilda Banken AB (publ) 25%9,865 48,705 Hedeker Wealth Management Group, LLC 4%3,238 78,151
Prospera Financial Services bought9,472 9,472 Dorsey Wright & Associates 7%3,059 38,418
SHELL ASSET MANAGEMENT CO 15%9,381 70,828 DIMENSIONAL FUND ADVISORS INC 0%2,974 919,509
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2%9,360 487,729 Mn Services Vermogensbeheer B.V. 1%2,900 241,869
BOOTHBAY FUND MANAGEMENT, LLC bought9,241 9,241 Exchange Capital Management, Inc. 5%2,695 52,751
PARK AVENUE SECURITIES LLC bought9,206 9,206 Cutler Group LP sold2,576 0
ING INVESTMENT MANAGEMENT, INC. bought8,800 8,800 FEDERATED INVESTORS INC /PA/ 50%2,574 2,557
TIEDEMANN WEALTH MANAGEMENT, LLC 34%8,527 33,734 Advisory Alpha, LLC sold2,521 0
Teza Capital Management LLC bought8,489 8,489 Raymond James Financial Services Advisors, Inc. 6%2,449 37,356
TEACHER RETIREMENT SYSTEM OF TEXAS 6%8,360 155,734 Retirement Systems of Alabama 2%2,396 122,380
MATTERN CAPITAL MANAGEMENT, LLC 14%7,875 63,235 NOMURA ASSET MANAGEMENT CO LTD 3%2,321 72,144
Schonfeld Strategic Advisors LLC bought7,543 7,543 MEIJI YASUDA LIFE INSURANCE CO 33%2,292 4,725
Alethea Capital Management, LLC 84%7,404 16,178 Cognios Capital, LLC 45%2,260 2,804
CIBC WORLD MARKETS CORP 35%7,339 28,113 Banque Cantonale Vaudoise 14%2,200 13,745
JS Capital Management LLC bought7,100 7,100 National Asset Management, Inc. 34%2,164 4,208
NAN FUNG TRINITY (HK) Ltd bought6,980 6,980 KEYBANK NATIONAL ASSOCIATION/OH 0%2,162 681,625
BALYASNY ASSET MANAGEMENT LLC bought6,736 6,736 METROPOLITAN LIFE INSURANCE CO/NY 5%2,134 40,785
ALLSTATE CORP bought6,427 6,427 CHARTWELL INVESTMENT PARTNERS, INC. 1%2,084 197,139
Gotham Asset Management, LLC bought6,259 6,259 CHESLEY TAFT & ASSOCIATES LLC/IL 9%1,800 18,700
A.R.T. Advisors, LLC bought6,223 6,223 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 10%1,768 16,366
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ bought6,200 6,200 BLB&B Advisors, LLC 4%1,750 47,864
WELD CAPITAL MANAGEMENT LLC bought6,137 6,137 GREENLEAF TRUST 21%1,746 6,708
Amica Retiree Medical Trust bought6,111 6,111 Redpoint Investment Management Pty Ltd 4%1,644 40,493
J P MORGAN CHASE & CO 0%5,909 16,564,447 Kentucky Retirement Systems Insurance Trust Fund 18%1,564 7,040
EXCHANGE TRADED CONCEPTS, LLC 79,186%5,543 5,550 Twin Tree Management, LP 62%1,473 912
Laurion Capital Management LP bought5,500 5,500 BLAIR WILLIAM & CO/IL 22%1,355 4,857
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought5,278 5,278 SUMITOMO LIFE INSURANCE CO 3%1,336 37,790
LPL Financial CORP 14%5,173 40,864 Creative Planning 10%1,249 11,209
FIFTH THIRD BANCORP 6%4,968 94,729 Pettee Investors, Inc. 7%1,216 15,368
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought4,905 4,905 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 12%1,138 8,739
Janney Montgomery Scott LLC 7%4,895 72,676 TEXAS PERMANENT SCHOOL FUND 2%1,123 50,436
SPRINGBOK CAPITAL MANAGEMENT, LLC bought4,593 4,593 MERCER GLOBAL ADVISORS INC /ADV 10%1,086 9,322
Cresset Asset Management, LLC bought4,589 4,589 OPPENHEIMER ASSET MANAGEMENT INC sold1,042 0
FORSTA AP-FONDEN 4%4,500 118,300 BROOKTREE CAPITAL MANAGEMENT sold1,000 0
CADENCE CAPITAL MANAGEMENT LLC bought4,473 4,473 NuWave Investment Management, LLC 66%965 499
GLENMEDE TRUST CO NA 36%4,425 16,881 GAMCO INVESTORS, INC. ET AL 3%955 34,445
CONTRAVISORY INVESTMENT MANAGEMENT, INC. bought4,231 4,231 Veritable, L.P. 7%852 10,947
ALPHASIMPLEX GROUP, LLC bought4,086 4,086 Krane Funds Advisors LLC 12%848 6,364
Endurance Wealth Management, Inc. bought4,000 4,000 Public Sector Pension Investment Board 3%800 27,596
MASSMUTUAL TRUST CO FSB/ADV bought4,000 4,000 Ancora Advisors, LLC 100%798 1
Waterloo Capital, L.P. bought3,993 3,993 Royal Fund Management, LLC sold772 0
BABSON CAPITAL MANAGEMENT LLC bought3,918 3,918 FRANKLIN RESOURCES INC 0%754 5,092,891
FRONTIER INVESTMENT MGMT CO bought3,883 3,883 Corient Capital Partners, LLC 17%742 3,638
BT Investment Management Ltd 89%3,803 8,054 SIGNATUREFD, LLC 17%645 3,079
CAPROCK Group, Inc. bought3,775 3,775 GATEWAY INVESTMENT ADVISERS LLC 12%634 4,588
Legg Mason Asset Management (Japan) Co., Ltd. bought3,730 3,730 Sumitomo Mitsui Asset Management Company, LTD 1%539 95,576
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1%3,672 434,943 Capital Investment Advisors, LLC 9%533 5,458
KEMPEN CAPITAL MANAGEMENT N.V. 21%3,670 20,951 BI Asset Management Fondsmaeglerselskab A/S 0%518 392,229
First American Bank 10%3,644 41,363 SYNOVUS FINANCIAL CORP 45%504 618
Rampart Investment Management Company, LLC 160%3,553 5,772 BNP Paribas Investment Partners S.A. 11%493 4,117
Tower Research Capital LLC bought3,249 3,249 AIA Investment Management Private Ltd 26%488 1,416
Sowell Financial Services LLC 63%3,243 8,362 Sumitomo Mitsui Trust Holdings, Inc. 0%465 1,284,115
VAN ECK ASSOCIATES CORP 18%3,104 20,735 BAINCO INTERNATIONAL INVESTORS sold445 0
GABELLI FUNDS LLC 2%3,000 199,150 PROEQUITIES, INC. 7%371 4,791
People's United Financial, Inc. 7%2,948 42,360 HUNTINGTON NATIONAL BANK 3%367 11,081
PFS INVESTMENTS INC. 62%2,788 7,312 Evercore Wealth Management, LLC 7%334 4,708
QUADRANT CAPITAL GROUP LLC bought2,679 2,679 FULLER & THALER ASSET MANAGEMENT, INC. 11%300 2,500
Rafferty Asset Management, LLC 54%2,616 7,451 Gierl Augustine Investment Management Inc sold289 0
Belpointe Asset Management LLC bought2,319 2,319 Ethic Inc. 7%280 3,752
Private Advisor Group, LLC 11%2,269 23,086 LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 1%280 34,333
Swiss National Bank 0%2,200 1,462,042 AMERICAN INTERNATIONAL GROUP INC 0%279 126,695
Dai-Ichi Life Insurance Company, Ltd 5%2,176 44,247 TRUST CO OF VERMONT sold275 0
Assenagon Asset Management S.A. 6%1,910 35,219 Lindbrook Capital, LLC 26%266 772
IFP Advisors, Inc 61%1,805 4,758 FINANCIAL COUNSELORS INC 4%261 6,189
NORDEA INVESTMENT MANAGEMENT AB 14%1,754 13,967 Front Row Advisors LLC 37%250 420
MetLife Investment Advisors, LLC 2%1,694 74,857 CAPITAL INTERNATIONAL INC /CA/ 2%248 11,092
UNIONBANCAL CORP 2%1,526 90,624 Summit Investment Advisors, Inc. 5%244 4,492
Dean Capital Management 12%1,409 12,987 Wealthcare Advisory Partners LLC sold242 0
Costello Asset Management, INC bought1,408 1,408 KBC Group NV 1%236 33,239
Moloney Securities Asset Management, LLC 28%1,350 6,215 Barnett & Company, Inc. sold218 0
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 7%1,300 19,110 Tarbox Group, Inc. 66%199 103
STRATEGY ASSET MANAGERS LLC 17%1,294 8,867 Acorn Wealth Advisors, LLC 2%196 8,411
CIGNA INVESTMENTS INC /NEW 15%1,206 9,277 Parallel Advisors, LLC 22%195 701
NEXT Financial Group, Inc 48%1,131 3,468 RAYMOND JAMES TRUST CO 3%186 6,469
Steward Partners Investment Advisory, LLC 9%1,083 13,420 S.A.C. Capital Advisors (Hong Kong) Ltd. sold184 0
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 6%936 15,724 Prestige Wealth Management Group LLC 40%183 270
Apollon Wealth Management, LLC bought933 933 Ballentine, Finn & Company, Inc. 5%166 3,429
SIMPLEX TRADING, LLC 389%867 1,090 Gradient Investments LLC 25%148 449
Zions Bancorporation, N.A. bought849 849 MEEDER ASSET MANAGEMENT INC 9%146 1,395
Pacad Investment Ltd. bought800 800 Plante Moran Financial Advisors Ltd Partnership 4%136 3,098
ACADIAN ASSET MANAGEMENT LLC 43%769 2,562 CWM, LLC 11%129 998
Sigma Planning Corp 1%765 68,886 Confluence Wealth Management LLC 2%127 7,884
SALEM INVESTMENT COUNSELORS INC bought755 755 Price Wealth Management, Inc. sold126 0
Orion Portfolio Solutions, LLC bought718 718 MBE Wealth Management, LLC sold110 0
Gulf International Bank (UK) Ltd 1%600 70,903 EARNEST PARTNERS LLC 31%108 238
Atlantic Trust Group, LLC 16%600 4,427 HARVEST GROUP WEALTH MANAGEMENT, LLC sold97 0
FIRST QUADRANT L P/CA bought567 567 Penserra Capital Management LLC 6%83 1,417
M&T BANK CORP 0%562 147,558 Wealth Quarterback LLC sold55 0
Procyon Private Wealth Partners, LLC bought556 556 IBM Retirement Fund 1%45 6,677
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought499 499 Balentine LLC 20%32 131
HUNTINGTON ASSET ADVISORS, INC. bought499 499 TCI Wealth Advisors, Inc. 27%30 82
Rockefeller Capital Management L.P. 106%421 820 Squar Milner Financial Services LLC sold30 0
CNB Bank bought413 413 Glassman Wealth Services 33%25 50
Homrich & Berg 3%402 15,044 Harwood Advisory Group, LLC sold23 0
PineBridge Investments Ltd bought399 399 Solstein Capital, LLC sold22 0
OneAscent Financial Services LLC 8%398 5,440 Sandy Spring Bank sold21 0
MASON STREET ADVISORS LLC 1%364 40,862 Baird Financial Group, Inc. 9%15 159
HM PAYSON & CO bought298 298 AMERITAS INVESTMENT CORP sold13 0
Carolina Wealth Advisors, LLC 1%254 35,218 LOOMIS SAYLES & CO L P 6%12 205
Virtus ETF Advisers LLC bought252 252 EVOKE WEALTH, LLC 22%11 40
Cornerstone Advisors, Inc. 21%245 1,389 FIDUCIARY TRUST CO 0%9 9,479
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 1%237 38,936 SUN LIFE FINANCIAL INC 1%2 169
STIFEL FINANCIAL CORP bought211 211 MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 400
CONNING Asset Management Co. 2%200 8,780 BENJAMIN F. EDWARDS & COMPANY, INC. no change 363
HARTFORD INVESTMENT MANAGEMENT CO 1%200 31,109 Lenox Wealth Advisors, Inc. no change 402
CVA Family Office, LLC 87%200 430 Marquette Asset Management Inc. no change 322
Louisiana State Employees Retirement System 2%200 12,300 ALPINE WOODS CAPITAL INVESTORS, LLC no change 9,000
OPTIMUM INVESTMENT ADVISORS 204%190 283 Kinneret Advisory, LLC no change 7,826
ENTERPRISE FINANCIAL SERVICES CORP bought186 186 THOMAS WHITE INTERNATIONAL LTD no change 15,716
COMMONWEALTH EQUITY SERVICES, LLC. 0%182 47,276 VERUS CAPITAL PARTNERS, LLC no change 100
Valeo Financial Advisors, LLC 746%179 203 Center for Financial Planning, Inc. no change 697
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 108%175 337 OPUS INVESTMENT MANAGEMENT INC no change 34,300
CITIZENS FINANCIAL GROUP INC/RI 121%168 307 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO no change 36,785
TCF National Bank 3%165 6,245 Daiwa Securities Group Inc. no change 53,741
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0%148 361,669 MOODY NATIONAL BANK TRUST DIVISION no change 114,783
Optimal Asset Management, Inc. 1%139 12,951 AMERICAN NATIONAL INSURANCE CO /TX/ no change 106,960
FIRST FINANCIAL CORP /IN/ 6%129 2,393 Employees Retirement System of Texas no change 65,286
LAZARD ASSET MANAGEMENT LLC bought126 126 Krilogy Financial LLC no change 5,000
CSat Investment Advisory, L.P. 42%122 414 WealthTrust Axiom LLC no change 34,100
CENTERSQUARE INVESTMENT MANAGEMENT LLC 19%120 740 CAPITAL INTERNATIONAL S A no change 16,400
Patriot Financial Group Insurance Agency, LLC bought115 115 VeraBank, N.A. no change 6,400
PIEDMONT INVESTMENT ADVISORS LLC 2%105 5,416 American Investment Services, Inc. no change 15,308
FSA Wealth Management LLC bought100 100 GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC no change 26,953
AdvisorNet Financial, Inc 20%100 600 BP PLC no change 29,000
BROWN BROTHERS HARRIMAN & CO bought88 88 WESTPAC BANKING CORP no change 20,592
Parkside Financial Bank & Trust 35%83 321 Private Capital Group, LLC no change 409
Clearbridge Advisors, LLC bought82 82 OPPENHEIMER & CO INC no change 29,984
WETHERBY ASSET MANAGEMENT INC 2%73 4,622 American National Registered Investment Advisor, Inc. no change 14,998
ROPES WEALTH ADVISORS LLC 13%69 592 Financial Network no change 3,559
Gemmer Asset Management LLC bought68 68 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 54
Atlas Private Wealth Advisors bought51 51 Savior LLC no change 56
Golden State Wealth Management, LLC bought51 51 WEBSTER BANK, N. A. no change 80
SMITHFIELD TRUST CO bought50 50 JFS WEALTH ADVISORS, LLC no change 37
Pathstone Family Office, LLC bought33 33 ANDERSON FISHER LLC no change 36
PNC FINANCIAL SERVICES GROUP INC 3%32 986 USA Financial Portformulas Corp no change 20
HighMark Wealth Management LLC 22%27 150 MOTCO no change 21
Blue Chip Partners, Inc. 1%25 2,302 Stonebridge Capital Advisors LLC no change 23
Impax Asset Management Group plc 0%22 19,024 Bogart Wealth, LLC no change 100
BerganKDV Wealth Management, LLC 17%20 136 COUNTRY TRUST BANK no change 100
Global Retirement Partners, LLC 24%19 99 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC no change 134
CAROLINAS WEALTH CONSULTING LLC bought18 18 Investors Research Corp no change 151
CX Institutional 3%15 609 KINGS POINT CAPITAL MANAGEMENT no change 176
H D Vest Advisory Services 0%10 11,775 ARROW FINANCIAL CORP no change 121
FARMERS & MERCHANTS INVESTMENTS INC 6%8 138 LifePlan Financial Group, Inc no change 110
Berman Capital Advisors, LLC 1%7 974 REILLY FINANCIAL ADVISORS, LLC no change 500
Clarius Group, LLC 0%4 4,200 Evolution Wealth Advisors, LLC no change 103
Sageworth Trust Co bought3 3 Sugarloaf Wealth Management, LLC no change 14
Transamerica Financial Advisors, Inc. bought2 2 VALLEY NATIONAL ADVISERS INC no change 13
Mirador Capital Partners LP 0%2 6,577 Global Wealth Management Investment Advisory, Inc. no change 177
FLAGSHIP HARBOR ADVISORS, LLC 1%1 183 WHITTIER TRUST CO no change 260
TOTH FINANCIAL ADVISORY CORP 1%1 144 Livforsakringsaktiebolaget Skandia (publ) no change 2,779
JOHNSON INVESTMENT COUNSEL INC no change 3,839
JNBA Financial Advisors no change 300
Pointe Capital Management LLC no change 5,577
THOMPSON SIEGEL & WALMSLEY LLC no change 300
Bellecapital International Ltd. no change 3,923
Oakworth Capital, Inc. no change 1,553
Pinnacle Bank no change 959
Retirement Network no change 565
Larson Financial Group LLC no change 8
Johnson Financial Group, Inc. no change 522
Vigilant Capital Management, LLC no change 582
Hartland & Co., LLC no change 583
Ellevest, Inc. no change 921
CULLEN FROST BANKERS INC no change 800
Versant Capital Management, Inc no change 305
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