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STOCK TICKER:
Suncor Energy Inc.   (ticker: SU)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 1,005,634,537
Previous Holdings: 949,948,432
Change: 5.86%
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)
GREAT WEST LIFE ASSURANCE CO /CAN/ bought14,497,198 14,497,198 FIL Ltd 24%10,600,222 33,766,839
Beutel, Goodman & CO Ltd. bought13,042,524 13,042,524 FMR LLC 26%10,090,970 29,396,195
Invesco Ltd. 39%12,616,590 45,009,227 TD ASSET MANAGEMENT INC 17%6,589,476 31,971,841
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 70%11,142,227 27,155,100 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 42%3,784,255 5,214,574
BANK OF AMERICA CORP /DE/ bought8,416,426 8,416,426 GOLDMAN SACHS GROUP INC sold3,316,337 0
BANK OF MONTREAL /CAN/ 20%6,493,737 39,288,034 Capital World Investors 25%3,225,000 9,500,168
QV Investors Inc. bought4,661,187 4,661,187 AQR CAPITAL MANAGEMENT LLC 98%2,772,030 57,676
MORGAN STANLEY bought3,592,233 3,592,233 Bank of New York Mellon CORP 48%2,532,201 2,796,095
WELLINGTON MANAGEMENT CO LLP 4%2,724,088 73,766,395 UBS Group AG 13%2,342,977 16,381,289
ROYAL BANK OF CANADA 3%2,472,923 73,712,577 Capital Research Global Investors 7%1,707,045 22,887,084
TWO SIGMA ADVISERS, LLC 205%2,409,700 3,582,921 Mitsubishi UFJ Securities International PLC 43%1,640,000 2,200,000
DEUTSCHE BANK AG 37%2,406,684 8,962,680 Connor, Clark & Lunn Investment Management Ltd. 6%1,005,890 14,773,160
TWO SIGMA INVESTMENTS LLC 90%2,171,480 4,584,119 APG All Pensions Group 15%942,544 5,258,041
CITADEL ADVISORS LLC (Kenneth C. Griffin) 69%2,151,156 5,265,472 MACQUARIE GROUP LTD 99%864,423 9,499
Point72 Asset Management, L.P. 331%2,045,647 2,664,157 NORDEA INVESTMENT MANAGEMENT AB sold770,835 0
National Pension Service bought1,928,736 1,928,736 AVIVA PLC 53%650,135 583,687
Sanders Capital, LLC 7%1,662,000 26,178,616 BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 16%641,413 3,292,517
Renaissance Technologies(Jim Simons) 141%1,552,600 2,651,246 BAROMETER CAPITAL MANAGEMENT INC. sold598,150 0
PRUDENTIAL CORP PLC bought1,357,567 1,357,567 DekaBank Deutsche Girozentrale 25%563,141 1,703,456
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 36%1,296,300 4,876,775 Assenagon Asset Management S.A. 93%413,151 32,554
Quadrature Capital Ltd bought1,274,600 1,274,600 BNP Paribas Investment Partners S.A. sold376,952 0
Goodman & Company, Investment Counsel Ltd. 6%1,238,151 21,473,228 AGF FUNDS INC 25%374,564 1,137,610
State of Tennessee, Treasury Department bought1,194,501 1,194,501 CIBC World Markets Inc. 2%355,328 14,387,027
J P MORGAN CHASE & CO 27%1,191,545 5,548,074 MARTIN CURRIE LTD sold310,400 0
D. E. Shaw & Co., INC. (David E. Shaw) bought1,187,670 1,187,670 JARISLOWSKY FRASER LTD 16%256,127 1,326,310
DODGE & COX(DODGE & COX) 3%975,500 36,007,300 PCJ Investment Counsel Ltd. 17%250,798 1,227,417
BANK OF NOVA SCOTIA / 22%955,858 5,383,532 Caymus Capital Partners, L.P. 55%218,772 181,513
CIBC Global Asset Management Inc 6%859,989 15,994,341 NOMURA HOLDINGS INC sold218,600 0
Man Group plc 121%814,437 1,489,894 BROOKFIELD ASSET MANAGEMENT INC. sold187,500 0
Highstreet Asset Management Inc. 42%691,492 2,336,052 FIRST INVESTORS MANAGEMENT CO INC 17%170,656 837,161
GUARDIAN CAPITAL LP 13%650,081 5,509,255 FEDERATED INVESTORS INC /PA/ 100%165,720 790
Alyeska Investment Group, L.P. bought640,020 640,020 AMP Capital Investors Ltd 22%160,525 557,093
Mawer Investment Management Ltd. 8%634,727 8,515,287 TORON CAPITAL MARKETS INC. 5%145,725 2,518,740
Public Sector Pension Investment Board 35%554,828 2,145,914 Gotham Asset Management, LLC 74%141,661 49,368
Hexavest Inc. 36%551,905 2,104,351 AMF Pensionsforsakring AB 13%141,241 936,733
AMERIPRISE FINANCIAL INC 5%524,506 10,672,331 HENDERSON GROUP PLC 1%138,388 9,418,071
HSBC HOLDINGS PLC 120%516,828 945,898 Korea Investment CORP 7%133,300 1,788,614
OMERS ADMINISTRATION CORP 32%505,500 2,086,372 Allianz Asset Management AG 6%130,348 2,037,293
Susquehanna International Group, LLP 73%422,800 1,000,200 JENNISON ASSOCIATES LLC 7%122,408 1,707,530
SCHRODER INVESTMENT MANAGEMENT GROUP 33%363,938 1,474,193 LETKO, BROSSEAU & ASSOCIATES INC 1%119,850 12,962,092
MANUFACTURERES LIFE INSURANCE CO 79%343,692 776,939 Zurich Insurance Group Ltd/FI sold115,591 0
UNITED SERVICES AUTOMOBILE ASSOCIATION bought336,986 336,986 CITIGROUP INC 8%109,256 1,295,447
LOCUST WOOD CAPITAL ADVISERS, LLC 27%319,515 1,509,266 COMMONWEALTH BANK OF AUSTRALIA 27%100,546 270,127
Clearbridge Advisors, LLC 4%319,353 7,684,018 ELEMENT CAPITAL MANAGEMENT LLC sold91,314 0
SCOTIA CAPITAL INC. 10%312,780 3,603,805 Mn Services Vermogensbeheer B.V. 14%86,300 537,936
FIERA SCEPTRE INC. 4%310,913 7,828,395 Russell Investments Group, Ltd. 2%84,547 4,845,738
Zurcher Kantonalbank (Zurich Cantonalbank) 65%305,832 775,998 JEFFERIES GROUP INC /DE/ 37%84,000 143,600
Marshall Wace LLP 1,232%287,020 310,320 CWM, LLC 14%76,373 488,827
MACKENZIE FINANCIAL CORP 2%269,209 16,681,368 LORD ABBETT & CO LLC 4%76,359 1,942,017
CONNING Asset Management Co. bought251,032 251,032 Twin Tree Management, LP 30%75,889 179,651
VANGUARD GROUP INC 1%243,908 47,152,612 Tibra Equities Europe Ltd sold72,700 0
CAPITAL FUND MANAGEMENT S.A. 501%243,524 292,120 OXFORD ASSET MANAGEMENT 46%72,151 83,037
BARCLAYS PLC 108%219,170 421,751 CREDIT SUISSE/ 4%71,015 1,875,547
Soapstone Management L.P. 80%200,000 450,000 SUNRISE PARTNERS LLC /CT 56%69,300 54,288
Cubist Systematic Strategies, LLC 102%166,423 328,832 Sumitomo Mitsui Trust Holdings, Inc. 1%62,162 6,023,893
Centenus Global Management, LP 139%160,000 275,000 SEVEN EIGHT CAPITAL, LLC 23%59,500 194,292
DUALITY ADVISERS, LP bought149,660 149,660 COMMERZBANK AKTIENGESELLSCHAFT /FI 40%58,565 89,166
VIKING FUND MANAGEMENT LLC bought140,000 140,000 BlueCrest Capital Management Ltd sold54,601 0
FRANKLIN RESOURCES INC 5%120,445 2,640,368 JANE STREET GROUP, LLC 25%49,401 144,392
BBVA USA BANCSHARES INC bought112,167 112,167 Bach Investment Advisors Ltd sold46,900 0
Greystone Managed Investments Inc. 8%106,982 1,485,700 STATE OF WISCONSIN INVESTMENT BOARD 2%46,414 2,364,533
Skandinaviska Enskilda Banken AB (publ) bought106,400 106,400 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 8%40,289 464,964
PEAK6 Investments LLC 428%102,968 127,033 NICOLA WEALTH MANAGEMENT LTD. 10%40,000 370,600
Soros Fund Management LLC(George Soros) 100%100,000 200,000 LAZARD ASSET MANAGEMENT LLC 1%39,352 3,810,008
Heathbridge Capital Management Ltd. 12%99,950 928,850 BAMCO INC /NY/ sold39,304 0
Hillsdale Investment Management Inc. 42%98,800 331,880 Quantbot Technologies LLC sold38,344 0
Willingdon Wealth Management 285%97,269 131,409 BROWN ADVISORY HOLDINGS INC 1%38,066 2,666,708
Cumberland Partners Ltd 12%94,884 860,242 BLAIR WILLIAM & CO/IL 5%38,021 753,661
CAXTON ASSOCIATES LLC (Bruce Kovner) bought91,300 91,300 GLUSKIN SHEFF & ASSOC INC 4%37,986 948,385
Atom Investors LP 40%80,625 284,615 LPL Financial CORP 33%37,343 74,275
PIONEER INVESTMENT MANAGEMENT INC 9%73,569 857,679 Candriam Luxembourg S.C.A. 34%35,547 69,233
PARAMETRIC PORTFOLIO ASSOCIATES 7%72,451 1,116,406 NWQ INVESTMENT MANAGEMENT CO LLC 2%34,803 1,556,447
ALLIANCEBERNSTEIN L.P. 15%70,077 544,833 Compagnie Lombard, Odier SCA sold34,275 0
SNOW CAPITAL MANAGEMENT LP (Richard Snow) 945%60,964 67,418 FIRST MANHATTAN CO 91%33,750 3,282
WELLS FARGO & CO/MN 1%55,415 7,917,887 Weiss Multi-Strategy Advisers LLC sold33,526 0
Stonehage Fleming Financial Services Holdings Ltd bought54,824 54,824 LEGAL & GENERAL GROUP PLC 0%31,558 7,339,243
Waratah Capital Advisors Ltd. 39%53,337 189,558 Artemis Investment Management LLP sold31,052 0
Tower Research Capital LLC 1,399%52,655 56,420 Arosa Capital Management LP 6%30,951 463,830
TCF National Bank bought46,103 46,103 Trexquant Investment LP sold30,181 0
LADENBURG THALMANN FINANCIAL SERVICES INC bought44,884 44,884 HBK INVESTMENTS L P sold30,100 0
LYRICAL ASSET MANAGEMENT LP 0%42,286 9,391,855 TEWKSBURY CAPITAL MANAGEMENT LTD sold28,671 0
Hammer Asset Management, LLC bought40,610 40,610 Schonfeld Strategic Advisors LLC 46%26,556 31,800
Blueshift Asset Management, LLC bought37,288 37,288 Nikko Asset Management Americas, Inc. 9%24,922 245,352
ING INVESTMENT MANAGEMENT, INC. 3%32,700 1,079,716 EAGLE GLOBAL ADVISORS LLC 14%24,268 149,700
Atlantic Trust Group, LLC 13%31,174 269,611 Addenda Capital Inc. 1%22,265 1,487,036
BABSON CAPITAL MANAGEMENT LLC 4%31,100 913,130 Crossmark Global Holdings, Inc. 17%21,312 106,544
ARP AMERICAS LLC bought30,850 30,850 AlphaCrest Capital Management LLC 13%20,800 134,538
DIMENSIONAL FUND ADVISORS INC 1%30,721 5,942,619 Quantitative Systematic Strategies LLC 38%20,772 33,632
SIT INVESTMENT ASSOCIATES INC 7%30,290 480,365 Credit Capital Investments LLC sold20,000 0
Greenline Partners, LLC 11%27,893 274,075 Wellington Shields Capital Management, LLC sold19,949 0
South Dakota Investment Council 15%24,070 189,918 ENVESTNET ASSET MANAGEMENT INC 10%19,722 173,800
Baird Financial Group, Inc. 168%23,641 37,678 Virtu Financial LLC sold19,430 0
Stonehage Fleming (UK) Ltd bought23,536 23,536 CenterStar Asset Management, LLC sold19,248 0
BANQUE PICTET & CIE SA bought23,400 23,400 PRICE T ROWE ASSOCIATES INC /MD/ 1%18,935 1,269,030
VOLORIDGE INVESTMENT MANAGEMENT, LLC bought23,100 23,100 CAPITAL GUARDIAN TRUST CO 67%18,513 9,300
Gideon Capital Advisors, Inc. 174%22,532 35,485 Advisors Asset Management, Inc. 7%18,295 253,981
FOX RUN MANAGEMENT, L.L.C. bought22,128 22,128 NORTHERN TRUST CORP 1%17,771 1,924,746
WASATCH ADVISORS INC 14%22,000 177,440 FIDUCIARY TRUST CO sold17,558 0
Delta Investment Management, LLC bought19,398 19,398 PICTET ASSET MANAGEMENT LTD 3%16,700 591,457
TWO SIGMA SECURITIES, LLC 78%19,054 43,354 Guinness Asset Management LTD 6%16,300 275,262
CAPTRUST FINANCIAL ADVISORS bought18,696 18,696 Banco de Sabadell, S.A 8%14,912 167,190
ARONSON & JOHNSON & ORTIZ, LP bought18,095 18,095 Tech Square Trading LP sold14,677 0
BRINKER CAPITAL INC 14%17,325 139,390 PEAPACK GLADSTONE FINANCIAL CORP 94%14,561 850
SEI INVESTMENTS CO 10%16,824 183,237 FIRST TRUST ADVISORS LP sold14,379 0
Cutler Group LP 16%16,545 116,852 Coastline Trust CO 61%14,210 9,040
Virtus ETF Advisers LLC 20%14,664 89,634 COWEN GROUP, INC. sold14,192 0
Sigma Planning Corp bought13,630 13,630 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 3%14,168 423,372
CHECK CAPITAL MANAGEMENT INC/CA 1%13,527 1,603,792 Swiss National Bank 0%13,800 5,808,712
GRT CAPITAL PARTNERS LLC bought13,300 13,300 AXA 8%13,124 154,054
GUARDIAN CAPITAL ADVISORS LP 5%13,143 302,258 Verition Fund Managegment LLC 23%12,314 42,015
Prospera Financial Services bought12,723 12,723 QUADRANT CAPITAL GROUP LLC 59%12,232 8,411
KORNITZER CAPITAL MANAGEMENT INC /KS 19%12,390 77,790 Polar Capital LLP 1%11,420 2,010,277
Capital Research & Management Co - Division 3 0%11,505 35,750,430 M&T BANK CORP 1%11,147 1,448,696
WEALTHSOURCE PARTNERS, LLC bought11,497 11,497 PLATINUM INVESTMENT MANAGEMENT LTD sold10,360 0
ExodusPoint Capital Management, LP 34%10,998 43,615 CAPITAL MANAGEMENT ASSOCIATES /NY/ sold10,200 0
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3%10,305 306,814 IFG Advisory, LLC sold10,120 0
WELD CAPITAL MANAGEMENT LLC 38%9,949 36,205 UNIONBANCAL CORP 11%10,008 83,546
RAYMOND JAMES & ASSOCIATES 1%9,241 856,004 Pasadena Private Wealth, LLC sold10,000 0
GEODE CAPITAL MANAGEMENT LLC 72%8,859 21,187 Raymond James Financial Services Advisors, Inc. 9%8,691 90,828
Advisory Services Network, LLC bought8,832 8,832 RBA Wealth Management, LLC 14%8,611 53,367
SYNOVUS FINANCIAL CORP 37%8,783 32,718 Bayesian Capital Management, LP sold8,600 0
Silver Heights Capital Management Inc. 3%8,550 319,580 Mirae Asset Global Investments Co., Ltd. 38%7,929 12,781
NOMURA ASSET MANAGEMENT CO LTD 28%8,500 38,594 Walleye Trading LLC 7%7,294 103,230
ING INVESTMENT MANAGEMENT LLC 6%8,414 150,601 SG Americas Securities, LLC 38%7,252 11,661
Syntal Capital Partners, LLC bought8,373 8,373 MCKINLEY CAPITAL MANAGEMENT INC /AK 18%7,251 32,240
HighTower Advisors, LLC 23%8,309 44,614 Jones Collombin Investment Counsel Inc 3%6,960 271,264
CANADA PENSION PLAN INVESTMENT BOARD 6%8,200 137,898 Pacad Investment Ltd. sold6,800 0
Dynamic Technology Lab Private Ltd 23%8,181 44,025 Evercore Wealth Management, LLC sold6,257 0
PRIVATE BANK & TRUST CO bought8,111 8,111 Resource Management, LLC 2%6,175 262,227
MERCER GLOBAL ADVISORS INC /ADV bought8,077 8,077 BRIDGES INVESTMENT MANAGEMENT INC 37%5,420 9,405
Private Advisor Group, LLC 112%8,020 15,202 BESSEMER GROUP INC 87%5,375 777
ETRADE Capital Management LLC 11%7,649 77,562 GREYLIN INVESTMENT MANGEMENT INC 45%5,205 6,350
LINCOLN NATIONAL CORP 31%7,085 30,014 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 36%4,553 8,044
RAYMOND JAMES TRUST CO 27%7,002 32,589 Almanack Investment Partners, LLC. sold4,444 0
COLONY GROUP LLC 1%6,775 568,415 HUNTINGTON NATIONAL BANK 28%4,207 10,574
Corient Capital Partners, LLC bought6,593 6,593 HENNESSY ADVISORS INC 3%4,100 151,800
OPPENHEIMER ASSET MANAGEMENT INC 23%6,388 34,071 SHELL ASSET MANAGEMENT CO 3%4,029 126,345
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 8%6,300 83,049 Cipher Capital LP 63%3,879 2,253
Asset Dedication, LLC 167%5,637 9,022 Neuberger Berman Group LLC 0%3,845 4,498,632
UNITED CAPITAL FINANCIAL ADVISERS,INC. 43%5,500 18,428 World Asset Management Inc 17%3,833 18,986
QS Investors, LLC 26%5,374 25,689 BRADLEY FOSTER & SARGENT INC/CT 1%3,707 582,997
WELCH & FORBES LLC 2%5,276 335,138 WADDELL & REED FINANCIAL INC 0%3,705 986,485
CANANDAIGUA NATIONAL BANK & TRUST CO 28%5,121 23,662 Gulf International Bank (UK) Ltd 12%3,615 26,049
Cubic Asset Management, LLC 6%4,955 88,596 Rehmann Capital Advisory Group sold3,599 0
TRADITION ASSET MANAGEMENT LLC 3%4,880 151,468 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 12%3,199 23,447
Capital Bank & Trust Co 75%4,848 11,295 NorthCoast Asset Management LLC 6%2,997 46,440
Freestone Capital Holdings, LLC 14%4,629 37,143 PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 2%2,971 194,166
CHEMICAL BANK 7%4,222 64,906 YCMNET ADVISORS INC sold2,902 0
TRUST CO OF VERMONT 88%4,182 8,927 CastleArk Alternatives, LLC 2%2,890 125,380
Manning & Napier Group, LLC 4%3,824 108,335 HALSEY ASSOCIATES INC/CT 14%2,800 16,930
GAGNON SECURITIES LLC 1%3,724 405,772 Premia Global Advisors, LLC sold2,789 0
ARCADIA INVESTMENT MANAGEMENT CORP/MI 3%3,485 104,086 CLARET ASSET MANAGEMENT Corp 8%2,364 26,573
SENTRY INVESTMENT MANAGEMENT INC 3%3,262 123,870 DORCHESTER WEALTH MANAGEMENT Co 1%2,248 311,985
Neuburgh Advisers LLC 20%3,196 19,550 CORBYN INVESTMENT MANAGEMENT INC/MD 1%2,223 264,174
QUEST CAPITAL MANAGEMENT INC /ADV bought3,071 3,071 Nexus Investment Management Inc. 0%2,100 459,291
FIRST FINANCIAL CORP /IN/ 12%2,935 27,292 BRANDYWINE OAK PRIVATE WEALTH LLC 23%2,084 7,036
KCS Wealth Advisory 11%2,703 27,464 Cresset Asset Management, LLC sold2,059 0
Flinton Capital Management LLC 20%2,632 16,100 Cardinal Capital Management, Inc. 0%2,025 1,327,821
Princeton Global Asset Management LLC 4%2,617 69,796 Vestmark Advisory Solutions, Inc. 10%1,909 17,002
IFP Advisors, Inc bought2,598 2,598 YorkBridge Wealth Partners, LLC sold1,892 0
VAN ECK ASSOCIATES CORP 5%2,545 53,485 THOMAS WHITE INTERNATIONAL LTD 3%1,886 57,501
BRONFMAN E.L. ROTHSCHILD, L.P. 40%2,528 8,835 Horizon Investments, LLC/SC 2%1,873 76,214
BROWN BROTHERS HARRIMAN & CO bought2,252 2,252 Capital Investment Advisory Services, LLC 87%1,815 275
First PREMIER Bank bought2,179 2,179 GUGGENHEIM CAPITAL LLC 5%1,743 33,239
Tyers Asset Management LLC 20%2,068 12,650 FIFTH THIRD BANCORP 8%1,630 19,480
SIGNATUREFD, LLC 24%2,036 10,361 Financial Architects, Inc 82%1,603 352
BB&T SECURITIES, LLC 4%2,026 56,456 HEARTLAND ADVISORS INC 1%1,580 215,922
KEYBANK NATIONAL ASSOCIATION/OH 13%1,908 17,160 Clarus Wealth Advisors sold1,500 0
COMMONWEALTH EQUITY SERVICES, LLC. 10%1,898 21,323 DUNCKER STREETT & CO INC sold1,389 0
COMERICA SECURITIES,INC. 3%1,888 63,417 Janney Montgomery Scott LLC 17%1,346 6,691
US BANCORP DE 2%1,864 109,919 Sawyer & Company, Inc 5%1,292 27,238
Osborn Rohs Williams & Donohoe Ltd 28%1,862 8,612 Doyle Wealth Management sold1,210 0
RIVERHEAD CAPITAL MANAGEMENT LLC 21%1,792 10,292 Fisher Asset Management, LLC(Kenneth L. Fisher) 3%1,156 33,639
Bridgewater Associates, Inc.(Raymond Dalio) 0%1,785 607,985 CoreCommodity Management, LLC 7%1,100 13,810
UNIVEST CORP OF PENNSYLVANIA 3%1,692 67,911 BANK OF THE WEST 9%1,049 10,262
Cerebellum GP, LLC 17%1,649 11,255 STEPHENS INC /AR/ 4%1,036 25,754
Mariner Wealth Advisors, LLC 20%1,573 9,534 WHITTIER TRUST CO OF NEVADA INC 9%1,035 10,012
Inscription Capital, LLC 20%1,518 9,185 Fairbanks Capital Management, Inc. 1%1,029 138,547
Advisor Group, Inc. 4%1,514 42,639 Capital Innovations LLC 2%979 41,206
Glen Harbor Capital Management LLC 20%1,504 9,200 ROPES WEALTH ADVISORS LLC 95%950 45
Scheer, Rowlett & Associates Investment Management Ltd. 0%1,454 1,053,973 BRANDYWINE ASSET MANAGEMENT LLC sold885 0
AdvisorNet Financial, Inc 12%1,390 12,909 K.J. Harrison & Partners Inc 6%870 14,263
Arete Wealth Advisors, LLC 9%1,224 14,492 LINCLUDEN MANAGEMENT LTD 16%810 4,300
Wunderlich Capital Managemnt 3%1,223 42,662 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 7%637 8,787
Aperio Group, LLC 0%1,132 402,158 TRUSTCORE FINANCIAL SERVICES, LLC 50%600 600
MML INVESTORS SERVICES, LLC 9%1,083 13,682 Ferris Capital, LLC sold600 0
ADVISOR PARTNERS LLC 12%943 8,879 Capital Advisors, Ltd. LLC sold594 0
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 7%842 13,392 SUNTRUST BANKS INC 3%591 19,745
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9%706 8,601 Essex Savings Bank sold575 0
PROSPECTOR PARTNERS LLC 0%700 246,300 Ellevest, Inc. 42%500 680
Valeo Financial Advisors, LLC 19%500 3,081 REGIONS FINANCIAL CORP 1%483 71,429
PINNACLE ASSOCIATES LTD 1%495 62,088 WETHERBY ASSET MANAGEMENT INC 2%470 19,990
Steward Partners Investment Advisory, LLC 20%491 2,963 CIGNA INVESTMENTS INC /NEW 2%452 22,453
Creative Planning 2%490 20,582 Prestige Wealth Management Group LLC sold442 0
Garrett Wealth Advisory Group, LLC bought485 485 WRAPMANAGER INC 4%421 9,150
Executive Wealth Management, LLC bought400 400 Portland Global Advisors LLC 1%400 26,598
Moors & Cabot, Inc. 5%361 7,343 AMERITAS INVESTMENT CORP sold385 0
GLENMEDE TRUST CO NA 2%345 20,768 AUGUSTINE ASSET MANAGEMENT INC 0%373 87,520
SMITH ASSET MANAGEMENT GROUP LP bought307 307 HOWE & RUSLING INC 49%353 367
Jacobi Capital Management LLC 24%300 1,548 Hanson Investment Management 51%341 324
Golden State Wealth Management, LLC 57%293 810 Morningstar Investment Services, Inc. 4%319 8,517
Manitou Investment Management Ltd. 2%290 12,972 Lee Financial CORP 80%300 77
Squar Milner Financial Services LLC 193%285 433 FDx Advisors, Inc. 3%282 10,881
NEVILLE RODIE & SHAW INC 2%275 16,618 KEMPEN CAPITAL MANAGEMENT N.V. 19%264 1,114
MOTCO bought268 268 Zions Bancorporation, N.A. 22%260 925
NEXT Financial Group, Inc bought267 267 GREENLEAF TRUST 2%252 11,946
Investors Research Corp 1%241 20,718 BECKER CAPITAL MANAGEMENT INC 2%250 12,515
CITIZENS FINANCIAL GROUP INC/RI 30%232 1,000 Parallel Advisors, LLC 30%232 546
Balentine LLC 23%188 1,002 Hillstrust 2%200 11,265
Coastal Capital Group, Inc. bought184 184 STIFEL FINANCIAL CORP 14%200 1,200
Donald L. Hagan, LLC 1%183 33,417 Coastal Investment Advisors, Inc. sold200 0
Berman Capital Advisors, LLC 26%180 863 FARMERS & MERCHANTS INVESTMENTS INC 3%187 5,958
Lindbrook Capital, LLC 8%154 2,025 Glassman Wealth Services 68%176 81
Plante Moran Financial Advisors Ltd Partnership bought130 130 WOLVERINE TRADING, LLC 0%157 280,143
McIlrath & Eck, LLC bought126 126 Kore Private Wealth LLC sold141 0
Perkins Coie Trust Co 4%117 3,277 SHINE INVESTMENT ADVISORY SERVICES INC 5%127 2,334
Westside Investment Management, Inc. bought113 113 DOWLING & YAHNKE INC 1%125 8,225
Venturi Wealth Management, LLC bought111 111 Ruggie Capital Group sold117 0
WealthStone, Inc. bought110 110 Wealthcare Advisory Partners LLC 24%114 363
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 0%104 21,455 Lenox Wealth Management, Inc. 24%113 365
Arden Trust Co 0%102 59,843 Gemmer Asset Management LLC sold109 0
HORIZON ASSET MANAGEMENT INC/NY 0%100 59,981 Chevy Chase Trust Holdings, Inc. 1%100 10,126
USCA RIA LLC bought100 100 BENJAMIN F. EDWARDS & COMPANY, INC. 10%95 825
Thomas J. Herzfeld Advisors, Inc. 18%94 607 BANK OF NOVA SCOTIA TRUST CO 0%90 600,502
PEOPLES FINANCIAL SERVICES CORP. 1%83 8,823 Amerivest Investment Management LLC 33%86 171
Patriot Financial Group Insurance Agency, LLC 21%70 407 Cornerstone Advisors, Inc. 6%85 1,388
FOSTER & MOTLEY INC 0%62 28,829 Front Row Advisors LLC sold70 0
DIVIDEND GROWTH ADVISORS, LLC 0%44 140,663 Archford Capital Strategies, LLC sold64 0
Davis-Rea Ltd. 0%43 13,115 REGENTATLANTIC CAPITAL LLC 0%56 12,376
TORONTO DOMINION BANK 54%38 108 First Bank & Trust 2%53 2,171
Carroll Financial Associates, Inc. 2%29 1,593 Private Capital Group, LLC 5%47 850
Oakworth Capital, Inc. 10%21 225 ROBERTS GLORE & CO INC /IL/ 0%45 10,929
Avestar Capital, LLC bought14 14 Omnia Family Wealth, LLC sold27 0
HPM Partners LLC 0%4 11,269 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 557
ENTERPRISE FINANCIAL SERVICES CORP 0%3 697 Laurel Wealth Advisors, Inc. no change 6,697
Baystate Wealth Management LLC 1%3 340 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT no change 250
COURIER CAPITAL CORP 0%3 25,735 SALEM INVESTMENT COUNSELORS INC no change 415
Focused Wealth Management, Inc 1%2 244 Covington Capital Management no change 600
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0%2 366,820 Fortis Advisors, LLC no change 4,500
Quad-Cities Investment Group, LLC 1%2 246 Crewe Advisors LLC no change 10,794
FLAGSHIP HARBOR ADVISORS, LLC 1%2 254 EARNEST PARTNERS LLC no change 231
Ellis Investment Partners, LLC 1%1 168 Ironwood Wealth Management, llc no change 265
Hanson McClain, Inc. 0%1 376 Weaver Consulting Group no change 697
KINGS POINT CAPITAL MANAGEMENT no change 2,000
SMITHFIELD TRUST CO no change 307
Sandy Spring Bank no change 344
Personal Wealth Partners no change 312
Rockefeller Capital Management L.P. no change 2,277
Lombard Odier Asset Management (Switzerland) SA no change 6,902
Riverview Trust Co no change 13,255
Winslow, Evans & Crocker, Inc. no change 15,000
Pinnacle Bank no change 619
GATEWAY INVESTMENT ADVISERS LLC no change 17,789
AllSquare Wealth Management LLC no change 500
Farmers & Merchants Trust Co of Chambersburg PA no change 380
KARPAS STRATEGIES LLC no change 11,400
FinTrust Capital Advisors, LLC no change 270
Farmers National Bank no change 100
CLS INVESTMENT FIRM, LLC no change 123
Cribstone Capital Management, LLC no change 137
PROEQUITIES, INC. no change 168
Johnson Financial Group, Inc. no change 99
Roble, Belko & Company, Inc no change 85
Tradewinds Capital Management, LLC no change 268
MASSMUTUAL TRUST CO FSB/ADV no change 6
Kavar Capital Partners, LLC no change 55
Camarda Financial Advisors, LLC no change 84
Aspire Private Capital, LLC no change 172
Price Wealth Management, Inc. no change 112
JFS WEALTH ADVISORS, LLC no change 6,000
Manchester Capital Management LLC no change 725
THORNBURG INVESTMENT MANAGEMENT INC no change 4,529
GABLES CAPITAL MANAGEMENT INC. no change 2,800
WHITTIER TRUST CO no change 831
Heronetta Management, L.P. no change 85,000
Financial Gravity Wealth, Inc. no change 6
Norway Savings Bank no change 13
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 6,805
Kistler-Tiffany Companies, LLC no change 715
GABELLI FUNDS LLC no change 184,500
PUTNAM INVESTMENTS LLC no change 400,760
BEESE FULMER INVESTMENT MANAGEMENT, INC. no change 6,450
Community Bank, N.A. no change 2,500
MONTGOMERY INVESTMENT MANAGEMENT INC no change 70,700
Gs Investments, Inc. no change 26,185
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC no change 13,822,600
Legacy Bridge, LLC no change 970
GLYNN CAPITAL MANAGEMENT LLC no change 25,915
U S GLOBAL INVESTORS INC no change 20,000
Guinness Atkinson Asset Management Inc no change 23,676
Berkshire Hathaway Inc(Warren Buffett) no change 10,758,000
ACIMA PRIVATE WEALTH, LLC no change 1,450
WEBSTER BANK, N. A. no change 2,000
Inlet Private Wealth, LLC no change 44,775
CULLEN FROST BANKERS INC no change 1,763
Cordasco Financial Network no change 1,645
Sonora Investment Management, LLC no change 902
Old North State Trust, LLC no change 43
PUZO MICHAEL J no change 8,000
CSS LLC/IL no change 14,220
Barbara Oil Co. no change 14,000
Lombard Odier Asset Management (Europe) Ltd no change 17,172
Hudock Moyer Wealth Resources, LLC no change 140
CNB Bank no change 130
Long Road Investment Counsel, LLC no change 20,360
TRUEWEALTH LLC no change 185
COMMERCE BANK N A/MO no change 10,228
King Wealth Management Group, LLC no change 8,363
GUYASUTA INVESTMENT ADVISORS INC no change 8,228
Kassirer Asset Management Corp no change 8,964
AUA CAPITAL MANAGEMENT, LLC no change 200
VIRGINIA RETIREMENT SYSTEMS ET AL no change 275,000
BLUESTEIN R H & CO no change 25,000
TRUE Private Wealth Advisors no change 9,795
CASTLEARK MANAGEMENT LLC no change 99,815
OGOREK ANTHONY JOSEPH /NY/ /ADV no change 64
TCI Wealth Advisors, Inc. no change 58
WILEY BROS.-AINTREE CAPITAL, LLC no change 8,366
Gagnon Advisors, LLC no change 209,861
Zweig-DiMenna Associates LLC no change 236,380
Stonebridge Capital Advisors LLC no change 74
M&R CAPITAL MANAGEMENT INC no change 100
Truehand, Inc no change 103
BerganKDV Wealth Management, LLC no change 109
BRANDYWINE TRUST CO no change 35,476
RMB Capital Management, LLC no change 9,289
EATON VANCE MANAGEMENT no change 42,064
OPTIMUM INVESTMENT ADVISORS no change 236
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