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STOCK TICKER:
Unilever NV   (ticker: UN)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 130,859,562
Previous Holdings: 127,792,879
Change: 2.40%
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)
SCHARF INVESTMENTS, LLC bought1,841,421 1,841,421 REED CONNER & BIRDWELL LLC 36%3,446,261 6,075,408
FMR LLC 71%1,794,782 4,334,944 ARROWSTREET CAPITAL LIMITED PARTNERSHIP 28%1,251,435 3,292,234
AMERICAN CENTURY COMPANIES INC 21,574%1,102,869 1,107,981 Cullen Capital Management, LLC sold1,075,000 0
ROYAL BANK OF CANADA bought1,072,297 1,072,297 Chevy Chase Trust Holdings, Inc. sold990,397 0
Renaissance Technologies(Jim Simons) bought811,477 811,477 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 47%563,629 634,797
JANE STREET GROUP, LLC bought708,204 708,204 OSTERWEIS CAPITAL MANAGEMENT INC sold426,676 0
WEDGE CAPITAL MANAGEMENT L L P/NC bought673,550 673,550 ANCHOR CAPITAL ADVISORS INC 85%407,182 70,519
Susquehanna International Group, LLP 118%493,022 912,496 INVERNESS COUNSEL INC /NY/ 97%275,730 8,745
Capital World Investors 144%411,747 698,374 Aperio Group, LLC 23%209,070 717,354
BROWN BROTHERS HARRIMAN & CO 8%392,978 5,529,608 PARAMETRIC PORTFOLIO ASSOCIATES 7%206,961 2,882,282
Connor, Clark & Lunn Investment Management Ltd. 199%366,790 551,275 Russell Investments Group, Ltd. 25%192,273 566,313
Coho Partners, Ltd. 16%361,262 2,577,108 UBS Group AG 26%177,722 497,591
J P MORGAN CHASE & CO 60%332,368 887,091 MAR VISTA INVESTMENT PARTNERS LLC 8%175,869 1,977,807
BANK OF AMERICA CORP /DE/ 4%291,446 7,084,859 OLD MISSION CAPITAL LLC sold161,621 0
BB&T CORP 346%239,732 308,979 Allianz Asset Management AG 18%152,487 698,714
EATON VANCE MANAGEMENT 474%228,246 276,403 BARCLAYS PLC 80%137,911 34,420
LAZARD ASSET MANAGEMENT LLC 14%216,991 1,756,201 STATE STREET CORP 83%112,500 22,424
Euro Pacific Asset Management, LLC bought165,332 165,332 YCG, LLC 24%104,724 322,751
CREDIT SUISSE/ bought155,156 155,156 Robeco Investment Management, Inc. 27%92,191 246,838
Oxbow Advisors, LLC 948%155,017 171,377 KING LUTHER CAPITAL MANAGEMENT CORP sold80,000 0
WELLINGTON MANAGEMENT CO LLP 1%111,654 19,857,474 Janney Montgomery Scott LLC 21%77,633 295,837
TRILLIUM ASSET MANAGEMENT CORP 22%101,268 571,577 Quantitative Investment Management, LLC sold76,304 0
TWO SIGMA SECURITIES, LLC 1,821%86,144 90,874 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 100%70,681 122
GABELLI FUNDS LLC bought80,500 80,500 SCHAFER CULLEN CAPITAL MANAGEMENT INC 2%67,538 3,349,736
US BANCORP DE bought75,546 75,546 ZEKE CAPITAL ADVISORS, LLC 80%65,286 16,263
BROWN ADVISORY HOLDINGS INC 4%65,148 1,724,079 QV Investors Inc. 32%59,770 125,880
Horizon Investments, LLC/SC bought61,914 61,914 GUARDIAN CAPITAL LP 27%58,570 161,555
Cheviot Value Management, Inc. 348%57,498 74,003 GARDNER RUSSO & GARDNER 0%44,267 12,329,991
DIMENSIONAL FUND ADVISORS INC 4%53,178 1,332,111 Verition Fund Managegment LLC sold42,451 0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 144%51,338 86,926 Squarepoint Ops LLC sold39,076 0
NORTHERN TRUST CORP 2%50,972 3,264,210 Bank of New York Mellon CORP 5%38,661 676,444
Walleye Trading LLC bought46,623 46,623 MILLENNIUM MANAGEMENT LLC sold35,659 0
DEUTSCHE BANK AG 89%45,681 97,036 SIMPLEX TRADING, LLC sold35,129 0
BALYASNY ASSET MANAGEMENT LLC bought45,187 45,187 Ionic Capital Management LLC sold35,000 0
NorthCoast Asset Management LLC bought42,300 42,300 BOOTHBAY FUND MANAGEMENT, LLC sold32,660 0
JNB Advisors LLC bought42,298 42,298 BLAIR WILLIAM & CO/IL 17%31,887 154,604
FAYEZ SAROFIM & CO 105%40,000 78,054 WOLVERINE TRADING, LLC sold31,400 0
Neuberger Berman Group LLC 1%39,595 3,264,643 SEI INVESTMENTS CO 8%29,006 352,104
EVERETT HARRIS & CO /CA/ 4%37,353 1,020,597 KCM INVESTMENT ADVISORS LLC 52%27,437 24,860
JEFFERIES GROUP INC /DE/ 121%35,962 65,803 BESSEMER GROUP INC 94%27,201 1,867
CITIGROUP INC 16%34,377 254,530 Freestone Capital Holdings, LLC 80%26,652 6,759
Banco de Sabadell, S.A 35%28,111 109,378 MORGAN STANLEY 2%26,324 1,428,841
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought24,870 24,870 THORNBURG INVESTMENT MANAGEMENT INC 4%25,670 562,436
TUDOR INVESTMENT CORP ET AL (Paul Tudor Jones) bought24,749 24,749 Private Harbour Investment Management & Counsel, LLC sold23,631 0
Seascape Capital Management bought24,037 24,037 GRAYBILL BARTZ & ASSOC LTD 63%22,953 13,427
Mirae Asset Global Investments Co., Ltd. 49%23,768 72,149 Goodman & Company, Investment Counsel Ltd. 8%21,412 256,932
WELLS FARGO & CO/MN 1%23,462 1,996,078 LEVEL FOUR ADVISORY SERVICES, LLC sold20,892 0
PEAK6 Investments LLC bought22,944 22,944 Susquehanna International Securities, Ltd. 45%20,200 25,000
We Are One Seven, LLC 113%22,205 41,880 Wallace Capital Management Inc. 7%19,534 276,211
JARISLOWSKY FRASER LTD 3%21,713 763,367 A.R.T. Advisors, LLC sold18,198 0
COMMONWEALTH EQUITY SERVICES, LLC. 11%20,800 206,371 Fisher Asset Management, LLC(Kenneth L. Fisher) 2%17,829 844,005
ATRIA INVESTMENTS LLC bought20,257 20,257 DUALITY ADVISERS, LP sold17,610 0
BIRINYI ASSOCIATES INC bought19,938 19,938 Nuveen Asset Management, LLC sold16,519 0
RMB Capital Management, LLC bought19,176 19,176 HANCOCK HOLDING CO 72%15,245 6,062
ADVISOR PARTNERS LLC bought17,578 17,578 MONETA GROUP INVESTMENT ADVISORS INC sold15,002 0
RAYMOND JAMES & ASSOCIATES 4%17,557 486,931 ENCORE BANK NA 53%14,971 13,390
AIGEN INVESTMENT MANAGEMENT, LP 103%16,850 33,158 Western Wealth Management, LLC sold14,932 0
Clearbridge Advisors, LLC 9%16,511 203,111 ENVESTNET ASSET MANAGEMENT INC 2%13,704 596,013
Quantitative Systematic Strategies LLC bought14,334 14,334 WHEATLAND ADVISORS INC sold12,763 0
KINGS POINT CAPITAL MANAGEMENT 12%14,231 135,093 Blueshift Asset Management, LLC sold11,494 0
ICON ADVISERS INC/CO bought13,000 13,000 National Asset Management, Inc. sold10,302 0
COMERICA SECURITIES,INC. bought12,952 12,952 KEYBANK NATIONAL ASSOCIATION/OH 13%10,286 71,440
First Personal Financial Services 12%12,793 118,533 TOCQUEVILLE ASSET MANAGEMENT LP 2%10,070 440,591
AMP Capital Investors Ltd 22%12,765 70,954 Veritable, L.P. 8%9,450 115,654
GOFEN & GLOSSBERG LLC /IL/ 4%12,477 349,639 CAMBRIDGE TRUST CO 3%8,848 266,252
ROCKLAND TRUST CO 15%12,350 95,824 Virtue Capital Management, LLC sold8,525 0
CAPTRUST FINANCIAL ADVISORS bought11,467 11,467 ALPS ADVISERS INC sold8,443 0
Landsberg, Bennett, & Dubbaneh LLC 19%11,325 70,488 UNIONBANCAL CORP 56%7,951 6,167
HAVERFORD TRUST CO 29%11,082 49,826 Corient Capital Partners, LLC 38%7,789 12,792
PUTNAM FL INVESTMENT MANAGEMENT CO 50%10,904 32,574 BANK OF MONTREAL /CAN/ 3%7,775 247,104
Circle Wealth Management, LLC 241%10,354 14,651 SIGNATUREFD, LLC 55%7,549 6,066
Rockefeller Capital Management L.P. 404%10,290 12,834 Emerald Advisors, LLC sold7,155 0
GOLDMAN SACHS GROUP INC 1%10,166 1,108,633 FOX RUN MANAGEMENT, L.L.C. sold6,966 0
GUYASUTA INVESTMENT ADVISORS INC 2%10,084 501,405 CIBC World Markets Inc. 29%6,800 16,553
AMERIPRISE FINANCIAL INC 4%10,035 256,216 BANK OF NOVA SCOTIA TRUST CO 7%6,690 93,494
Boston Common Asset Management, LLC 4%9,730 285,256 PARK AVENUE SECURITIES LLC sold6,158 0
Clean Yield Group 9%9,665 121,931 FNY Investment Advisers, LLC 38%6,075 10,000
SILVERCREST ASSET MANAGEMENT GROUP LLC bought9,579 9,579 Goss Wealth Management LLC sold5,978 0
Baird Financial Group, Inc. bought9,438 9,438 MISSION WEALTH MANAGEMENT, LLC sold5,745 0
Osborn Rohs Williams & Donohoe Ltd bought9,190 9,190 SCOTIA CAPITAL INC. 14%5,628 33,761
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5%9,102 210,458 Berkeley Capital Partners, LLC sold5,287 0
Invesco Ltd. 5%8,475 179,624 FIDUCIARY TRUST CO 13%5,235 34,884
MERCER GLOBAL ADVISORS INC /ADV 90%8,399 17,758 YACKTMAN ASSET MANAGEMENT CO/IL 2%5,234 253,963
PITCAIRN CO bought8,318 8,318 HIGHLAND CAPITAL MANAGEMENT CORP 12%5,000 36,447
Rikoon Group, LLC bought8,316 8,316 OPPENHEIMER ASSET MANAGEMENT INC 2%4,972 299,315
Intellectus Partners, LLC bought8,290 8,290 Virtu Financial LLC sold4,971 0
FIRST HAWAIIAN BANK bought8,124 8,124 Red Spruce Capital, LLC 15%4,831 26,862
Mirador Capital Partners LP 16%7,852 56,462 CIBC Global Asset Management Inc 7%4,674 67,123
Princeton Global Asset Management LLC 30%7,847 34,029 TWIN FOCUS CAPITAL PARTNERS, LLC sold4,633 0
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3%7,275 261,949 Financial Network 22%4,467 15,575
ELLINGTON MANAGEMENT GROUP LLC bought6,400 6,400 FIFTH THIRD BANCORP 17%4,441 22,116
AUGUSTINE ASSET MANAGEMENT INC bought6,382 6,382 Sawtooth Asset Management, Inc. sold4,438 0
HBK Sorce Advisory LLC 78%5,985 13,695 NuWave Investment Management, LLC sold4,355 0
9258 Wealth Management, LLC bought5,980 5,980 Atlantic Trust Group, LLC 14%4,289 25,829
Raymond James Financial Services Advisors, Inc. 12%5,950 55,452 MOODY LYNN & CO/ sold4,280 0
GEODE CAPITAL MANAGEMENT LLC 18%5,634 36,512 PEAPACK GLADSTONE FINANCIAL CORP sold4,268 0
Cubist Systematic Strategies, LLC bought5,500 5,500 Investment Research & Advisory Group, Inc. 32%4,197 9,038
Sontag Advisory, LLC bought5,294 5,294 WMS Partners, LLC sold4,120 0
Symphony Financial, Ltd. Co. bought5,243 5,243 GRIMES & COMPANY, INC. sold4,041 0
Bartlett & Co. LLC bought5,132 5,132 CSS LLC/IL sold4,016 0
One Capital Management, LLC 11%5,104 50,656 Sigma Planning Corp sold4,005 0
JustInvest LLC bought4,982 4,982 Private Wealth Partners, LLC sold4,000 0
Engineers Gate Manager LP bought4,800 4,800 Sepio Capital, LLC sold4,000 0
Sound View Wealth Advisors Group, LLC bought4,775 4,775 Samalin Investment Counsel, LLC sold3,975 0
IHT Wealth Management, LLC bought4,737 4,737 ACADIAN ASSET MANAGEMENT LLC sold3,964 0
KANAWHA CAPITAL MANAGEMENT LLC 9%4,735 58,798 BSW Wealth Partners sold3,889 0
PRW Wealth Management LLC bought4,696 4,696 Centric Wealth Management sold3,873 0
FULTON BANK, N.A. bought4,591 4,591 COLONY GROUP LLC 14%3,854 23,817
Pavion Blue Capital, LLC bought4,536 4,536 BTC Capital Management, Inc. 40%3,819 5,667
Madison Asset Management, LLC bought4,510 4,510 AE Wealth Management LLC sold3,782 0
BP WEALTH MANAGEMENT, LLC bought4,475 4,475 DAVIS R M INC 36%3,649 6,419
M&T BANK CORP 4%4,441 115,414 SAGE RHINO CAPITAL LLC sold3,644 0
MA GREENWOOD & ASSOCIATES INC 3%4,428 166,078 MYCIO WEALTH PARTNERS, LLC sold3,630 0
HighTower Advisors, LLC 4%4,258 109,324 HOURGLASS CAPITAL, LLC sold3,600 0
Reynders McVeigh Capital Management, LLC bought4,217 4,217 HERON FINANCIAL GROUP, LLC sold3,594 0
Sowell Financial Services LLC 22%4,122 23,034 Pineno Levin & Ford Asset Management, Inc. sold3,569 0
Opus Capital Group, LLC bought4,115 4,115 Pacad Investment Ltd. 55%3,550 2,850
GUGGENHEIM CAPITAL LLC 6%4,069 67,921 River Wealth Advisors LLC sold3,535 0
SG Americas Securities, LLC 19%4,065 25,523 RHUMBLINE ADVISERS sold3,534 0
Prospera Financial Services 50%3,903 11,633 Argent Trust Co sold3,533 0
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main bought3,800 3,800 Private Wealth Advisors, Inc. sold3,520 0
BRINKER CAPITAL INC 40%3,620 12,706 Goelzer Investment Management, Inc. sold3,497 0
CAPITAL ONE, NATIONAL ASSOCIATION bought3,593 3,593 EP Wealth Advisors, Inc. sold3,484 0
Advisory Services Network, LLC 42%3,451 11,663 THOMPSON SIEGEL & WALMSLEY LLC 13%3,067 20,990
OLD DOMINION CAPITAL MANAGEMENT INC 4%3,410 89,860 CANADA PENSION PLAN INVESTMENT BOARD sold3,013 0
Stockman Asset Management 7%3,409 51,832 Advisor Group, Inc. 4%2,773 68,028
Roundview Capital LLC 16%3,349 24,163 Moors & Cabot, Inc. 40%2,743 4,131
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 79,125%3,165 3,169 Resource Management, LLC 3%2,716 85,374
Ancora Advisors, LLC bought3,119 3,119 EVOKE WEALTH, LLC 62%2,628 1,582
CAPITAL FUND MANAGEMENT S.A. 2%3,024 182,541 Vestmark Advisory Solutions, Inc. 9%2,517 25,901
Financial Advisory Service, Inc. 27%3,000 14,225 ANDERSON FISHER LLC 11%2,373 19,164
BOSTON FINANCIAL MANGEMENT INC /MA 28%2,922 13,487 World Asset Management Inc 14%2,356 13,921
Integrated Wealth Concepts LLC 23%2,729 14,759 GREENLEAF TRUST 11%2,323 19,749
MML INVESTORS SERVICES, LLC 9%2,711 33,477 180 WEALTH ADVISORS, LLC 33%2,322 4,757
Voya Financial Advisors, Inc. 11%2,626 25,493 FIRST MANHATTAN CO 8%2,320 24,978
ANDERSON HOAGLAND & CO 13%2,600 22,815 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 23%2,305 7,529
PRINCIPAL FINANCIAL GROUP INC 41%2,500 8,640 CCM PARTNERS 5%2,281 43,163
OPPENHEIMER & CO INC 14%2,459 19,633 Northwest Capital Management Inc 30%2,142 5,000
TD ASSET MANAGEMENT INC 6%2,456 46,774 First Allied Advisory Services, Inc. 27%2,132 5,790
Belpointe Asset Management LLC bought2,360 2,360 PEDDOCK CAPITAL ADVISORS, LLC sold2,118 0
SYNOVUS FINANCIAL CORP 6%2,309 43,780 BLUE SQUARE ASSET MANAGEMENT, LLC 22%2,100 7,306
QUADRANT CAPITAL GROUP LLC 11%2,088 21,142 FIRST MERCHANTS CORP 31%2,100 4,650
Arden Trust Co bought2,087 2,087 MACKENZIE FINANCIAL CORP 25%2,050 6,050
Portland Global Advisors LLC 3%2,062 65,881 Clear Harbor Asset Management, LLC sold1,922 0
Private Advisor Group, LLC 13%2,037 17,135 CAPE COD FIVE CENTS SAVINGS BANK 19%1,920 8,381
Berman Capital Advisors, LLC 38%1,967 7,203 FIRST INTERSTATE BANK sold1,785 0
CFM WEALTH PARTNERS LLC bought1,951 1,951 Israel Discount Bank of New York 8%1,725 19,968
Sandy Spring Bank 2%1,852 107,399 Lindbrook Capital, LLC 46%1,704 2,021
Cutler Group LP 71%1,812 4,376 GUARDIAN CAPITAL ADVISORS LP 2%1,685 97,165
TIEDEMANN WEALTH MANAGEMENT, LLC 52%1,800 5,286 SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1%1,640 118,213
Douglass Winthrop Advisors, LLC 16%1,691 12,126 HYMAN CHARLES D 18%1,611 7,500
Mondrian Investment Partners LTD 225%1,681 2,427 WESTWOOD HOLDINGS GROUP INC sold1,601 0
Essex Financial Services, Inc. 20%1,501 9,092 TRUE Private Wealth Advisors 96%1,540 69
Beacon Pointe Advisors, LLC 38%1,477 5,361 TRUST CO OF VERMONT 9%1,536 14,826
Rehmann Capital Advisory Group bought1,374 1,374 ENTERPRISE FINANCIAL SERVICES CORP 75%1,511 501
RMR Wealth Builders bought1,348 1,348 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 1%1,432 95,476
BERKSHIRE ASSET MANAGEMENT INC/PA 28%1,318 5,992 ARGUS INVESTORS' COUNSEL, INC. 2%1,409 55,340
BRADLEY FOSTER & SARGENT INC/CT 25%1,208 5,998 Crescent Grove Advisors, LLC 17%1,346 6,551
Optas, LLC 10%1,119 12,646 Tower Research Capital LLC 81%1,322 313
LAKE STREET ADVISORS GROUP, LLC 23%1,110 6,028 Head & Associates, LLC 1%1,311 94,903
FRANKLIN RESOURCES INC 0%1,100 528,614 INGALLS & SNYDER LLC 1%1,305 90,635
Perennial Advisors, LLC 4%1,093 29,009 Douglas Lane & Associates, LLC 3%1,300 40,594
Eudaimonia Partners, LLC bought1,070 1,070 Brookmont Capital Management 2%1,292 52,629
Asio Capital, LLC 19%1,060 6,679 Northstar Group, Inc. 5%1,286 22,709
CWM, LLC 43%1,042 3,466 Brown Advisory Securities, LLC 22%1,278 4,466
Garner Asset Management Corp 8%1,000 13,373 OKABENA INVESTMENT SERVICES INC sold1,258 0
HHM Wealth Advisors, LLC bought982 982 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7%1,257 16,768
COMMUNITY TRUST & INVESTMENT CO 1%970 126,392 BOURGEON CAPITAL MANAGEMENT LLC 15%1,250 7,150
Welch Group, LLC 2%911 47,752 Coastline Trust CO 12%1,250 9,320
Crossmark Global Holdings, Inc. 0%882 351,340 Abbrea Capital, LLC 8%1,225 13,760
WASHINGTON TRUST CO bought855 855 Cresset Asset Management, LLC 5%1,200 21,096
VERUS CAPITAL PARTNERS, LLC bought826 826 PINNACLE ASSOCIATES LTD 3%1,185 32,830
Sound Income Strategies, LLC bought775 775 Raab & Moskowitz Asset Management LLC sold1,124 0
TWEEDY BROWNE CO LLC// 0%764 545,536 Dorsey & Whitney Trust CO LLC 11%1,117 9,143
Mutual Advisors, LLC 8%744 10,435 Robert Brooke Zevin Associates, Inc. 14%1,111 6,783
PRUDENTIAL FINANCIAL INC 3%709 23,277 Mariner Wealth Advisors, LLC 4%1,100 28,568
CAPROCK Group, Inc. 7%677 9,715 Capital Analysts, Inc. 37%1,088 1,850
Nicholas Hoffman & Company, LLC. 8%656 9,251 Cornerstone Advisors, Inc. 45%1,050 1,261
STEPHENS INC /AR/ 2%642 33,797 Capital Bank & Trust Co 33%1,037 2,110
CYPRESS ASSET MANAGEMENT INC/TX 3%625 19,525 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5%1,020 21,144
Great Diamond Partners, LLC 11%593 6,082 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 0%1,010 554,952
Arkadios Wealth Advisors bought565 565 Glenview Trust Co 13%1,000 6,481
Bollard Group LLC 1%550 92,836 BRANDYWINE OAK PRIVATE WEALTH LLC 17%980 4,858
Saturna Capital CORP 4%544 14,024 GAMBLE JONES INVESTMENT COUNSEL 4%965 23,644
Kore Private Wealth LLC bought535 535 TEALWOOD ASSET MANAGEMENT INC 2%950 53,239
Patriot Financial Group Insurance Agency, LLC 1,446%535 572 BANK OF OKLAHOMA NATIONAL ASSOCIATION / 4%879 19,839
Williams Jones Wealth Management, LLC. 4%530 15,263 NAPLES GLOBAL ADVISORS, LLC 11%850 6,750
Quantbot Technologies LLC 12%529 4,889 Budros, Ruhlin & Roe, Inc. 12%835 6,055
HALL CAPITAL MANAGEMENT CO INC 6%525 9,105 Multi-Financial Securities Corp 9%801 8,255
TELEMUS CAPITAL, LLC 6%524 8,775 Arjuna Capital 8%792 9,021
PROEQUITIES, INC. 59%520 1,406 SMITHFIELD TRUST CO 3%717 21,777
KORNITZER CAPITAL MANAGEMENT INC /KS 1%500 100,334 BRONFMAN E.L. ROTHSCHILD, L.P. 14%698 4,330
Private Capital Group, LLC 10%496 5,584 Checchi Capital Advisers, LLC 5%691 12,309
Grandfield & Dodd, LLC 0%495 220,786 PROFUND ADVISORS LLC 3%683 20,105
FINANCIAL COUNSELORS INC 10%485 5,159 Dougherty Wealth Advisers LLC sold662 0
GROUP ONE TRADING, L.P. 3%484 14,521 DAVIDSON D A & CO 11%649 5,232
Harwood Advisory Group, LLC bought475 475 Parallel Advisors, LLC 14%647 4,028
RAYMOND JAMES TRUST CO 4%460 12,831 Granite Investment Advisors, Inc. 5%630 12,695
ATTICUS WEALTH MANAGEMENT, LLC 3,221%451 465 GSB Wealth Management, LLC sold627 0
SECURITY NATIONAL TRUST CO 319%440 578 Pathstone Family Office, LLC sold615 0
TORONTO DOMINION BANK 21%420 2,420 FineMark National Bank & Trust 7%605 8,322
WRAPMANAGER INC 10%396 4,453 NORTHEAST INVESTMENT MANAGEMENT 2%601 28,468
AlphaCore Capital LLC bought379 379 LOOMIS SAYLES & CO L P 6%597 10,013
JACKSON SQUARE CAPITAL, LLC bought375 375 Carroll Financial Associates, Inc. 3%591 20,157
FORTEM FINANCIAL GROUP, LLC 3%375 13,534 AdvisorNet Financial, Inc 10%575 5,183
WEDBUSH MORGAN SECURITIES INC 10%373 4,253 BENEDICT FINANCIAL ADVISORS INC 3%536 20,056
CITY HOLDING CO 73%340 803 FDx Advisors, Inc. 2%524 34,077
Royal Fund Management, LLC bought339 339 COMMERCE BANK N A/MO 1%523 42,904
Winslow, Evans & Crocker, Inc. 2%322 20,680 MCKINLEY CAPITAL MANAGEMENT INC /AK 4%501 10,691
Ellevest, Inc. 58%320 872 MITCHELL SINKLER & STARR/PA 11%495 4,140
Barrett Asset Management, LLC bought300 300 COZAD ASSET MANAGEMENT INC 5%473 8,228
EPG Wealth Management LLC bought284 284 Lester Murray Antman dba SimplyRich 3%439 14,414
Ellis Investment Partners, LLC bought281 281 WHITTIER TRUST CO 3%425 14,498
Valeo Financial Advisors, LLC 8%266 3,719 Krueger & Catalano Capital Partners, LLC 2%424 21,144
QUEST CAPITAL MANAGEMENT INC /ADV 4%248 6,439 Mirova US LLC sold403 0
LPL Financial CORP 0%243 53,053 MIROVA sold403 0
Thomas J. Herzfeld Advisors, Inc. 95%218 448 SALIENT TRUST CO LTA 1%398 59,414
Omnia Family Wealth, LLC 4%213 5,743 Northwest Quadrant Wealth Management, LLC 8%382 4,402
COMPTON CAPITAL MANAGEMENT INC /RI 4%200 4,700 HSBC HOLDINGS PLC 1%376 70,687
Westside Investment Management, Inc. bought200 200 Tortoise Investment Management, LLC 91%375 35
WHITE BAY PT LLC bought200 200 Carnegie Capital Asset Management, LLC 3%350 9,689
tru Independence LLC bought192 192 IFP Advisors, Inc 30%326 777
GFS Advisors, LLC 2%175 8,505 PIN OAK INVESTMENT ADVISORS INC 57%307 232
SRS Capital Advisors, Inc. 10%151 1,651 Horan Capital Advisors, LLC. sold300 0
Capstone Financial Advisors, Inc. 1%150 21,563 Twin Tree Management, LP 3%300 9,700
SeaCrest Wealth Management, LLC 3%146 5,361 Streettalk Advisors, LLC 5%295 5,599
Lion Street Advisors, LLC bought137 137 Strategic Advisors LLC 6%282 4,151
Allen Investment Management LLC 1%131 9,151 BDO Wealth Advisors, LLC 4%258 6,364
Azimuth Capital Management LLC 0%130 87,387 PRICE T ROWE ASSOCIATES INC /MD/ 1%250 30,382
ASSOCIATED BANC-CORP bought129 129 STEWART & PATTEN CO LLC 3%250 9,655
BRIGHTON JONES LLC 2%117 4,895 Steward Partners Investment Advisory, LLC 4%241 5,424
Center for Financial Planning, Inc. bought115 115 Coastal Investment Advisors, Inc. sold240 0
HOWE & RUSLING INC 32%100 412 Total Clarity Wealth Management, Inc. sold230 0
Prime Capital Investment Advisors, LLC 40%100 350 NEXT Financial Group, Inc 28%224 588
JOHNSON INVESTMENT COUNSEL INC 1%98 9,441 Hartford Financial Management Inc. 11%199 1,634
Permanens Capital L.P. bought87 87 Centerpoint Advisors, LLC sold199 0
Argent Advisors, Inc. 1%87 7,621 Blue Chip Partners, Inc. 7%196 2,465
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1%83 8,169 Beacon Pointe Wealth Advisors, LLC 5%191 3,500
JAMES INVESTMENT RESEARCH INC bought68 68 Legacy Bridge, LLC sold190 0
Parkside Financial Bank & Trust 1%65 5,927 ROPES WEALTH ADVISORS LLC 54%183 155
Hanson McClain, Inc. bought64 64 BLB&B Advisors, LLC 2%175 8,830
Procyon Private Wealth Partners, LLC bought53 53 LOGAN CAPITAL MANAGEMENT INC 0%165 72,697
WETHERBY ASSET MANAGEMENT INC 0%46 29,448 OmniStar Financial Group, Inc. 2%161 9,668
Frisch Financial Group, Inc. 1%42 5,346 S.A. Mason LLC 3%150 4,395
Meridian Wealth Advisors, LLC 1%36 6,207 First Command Bank sold150 0
TOWER BRIDGE ADVISORS 1%30 4,830 First Command Financial Services, Inc. sold150 0
Orion Portfolio Solutions, LLC bought25 25 WHITTIER TRUST CO OF NEVADA INC 2%148 6,382
LIBERTY WEALTH MANAGEMENT LLC 15%23 174 HM PAYSON & CO 0%140 29,029
Waldron, LP 0%22 16,882 CLS INVESTMENT FIRM, LLC sold133 0
Jacobi Capital Management LLC 1%17 2,778 HOWARD WEALTH MANAGEMENT, LLC sold130 0
REGIONS FINANCIAL CORP 0%16 4,730 BEACON INVESTMENT ADVISORY SERVICES, INC. 2%130 7,363
BALDWIN BROTHERS INC/MA 0%10 4,934 Sonora Investment Management, LLC 28%125 325
Baystate Wealth Management LLC 0%2 649 Covington Capital Management 0%125 27,529
Amerivest Investment Management LLC 15%2 15 STONEBRIDGE CAPITAL MANAGEMENT INC 1%125 9,125
HighMark Wealth Management LLC 1%1 81 STIFEL FINANCIAL CORP 17%119 598
EVERGREEN CAPITAL MANAGEMENT LLC 1%118 13,468
Financeware, Inc. sold117 0
Curbstone Financial Management Corp 1%116 15,524
Brand Asset Management Group, Inc. sold110 0
Prestige Wealth Management Group LLC 8%107 1,183
FLAGSHIP HARBOR ADVISORS, LLC 79%100 27
CITIZENS FINANCIAL GROUP INC/RI 9%95 1,019
VALLEY NATIONAL ADVISERS INC sold90 0
Creative Planning 0%83 21,612
SPINNAKER TRUST 2%83 4,320
DAVENPORT & CO LLC 1%79 6,065
Savior LLC 33%76 153
Crewe Advisors LLC sold75 0
BRYN MAWR TRUST CO/PA 1%72 8,837
Cribstone Capital Management, LLC 12%68 512
AUXIER ASSET MANAGEMENT 0%65 97,713
WEST BANCORPORATION INC 70%53 23
FinTrust Capital Advisors, LLC 6%50 785
QUANTUM CAPITAL MANAGEMENT 2%48 2,605
HUNTINGTON ASSET ADVISORS, INC. sold42 0
AMERITAS INVESTMENT CORP 40%41 62
Hillsdale Investment Management Inc. 36%40 70
Lenox Wealth Management, Inc. 71%40 16
MAI Wealth Advisors 0%39 11,355
FEDERATED INVESTORS INC /PA/ 45%39 47
FIL Ltd sold37 0
Evolution Wealth Advisors, LLC 18%37 165
Venturi Wealth Management, LLC sold25 0
CANANDAIGUA NATIONAL BANK & TRUST CO 0%24 17,565
Financial Gravity Wealth, Inc. 95%20 1
Atlas Brown,Inc. 0%19 5,900
Stonebridge Capital Advisors LLC 2%15 611
Wealthcare Advisory Partners LLC 8%3 37
CHESAPEAKE ASSET MANAGEMENT LLC no change 39,028
Petrus Trust Company, LTA no change 110,503
SALEM INVESTMENT COUNSELORS INC no change 1,300
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV no change 5,334
Keeley-Teton Advisors, LLC no change 4,500
HALL LAURIE J TRUSTEE no change 3,311
Riverview Trust Co no change 2,142
DIXON HUBARD FEINOUR & BROWN INC/VA no change 5,350
Zions Bancorporation, N.A. no change 1,121
Hanson Investment Management no change 721
MARTIN CURRIE LTD no change 296
Endurance Wealth Management, Inc. no change 250
Gemmer Asset Management LLC no change 120
McIlrath & Eck, LLC no change 114
1 NORTH WEALTH SERVICES LLC no change 25
Tradewinds Capital Management, LLC no change 179
Taylor Hoffman Wealth Management no change 40
Phocas Financial CORP no change 6,000
Squar Milner Financial Services LLC no change 1,692
Rathbone Brothers plc no change 6,094
HENDERSON GROUP PLC no change 6,153
North Star Investment Management Corp. no change 6,000
WealthTrust Axiom LLC no change 5,801
LEVIN CAPITAL STRATEGIES, L.P. no change 5,791
Chicago Capital, LLC no change 6,634
Cypress Capital Group no change 6,759
Sather Financial Group Inc no change 7,055
Aberdeen Wealth Management LLC no change 7,149
Vigilant Capital Management, LLC no change 7,000
SEARLE & CO. no change 7,000
Delaney Dennis R no change 6,800
CHICAGO TRUST Co NA no change 5,744
THOROUGHBRED FINANCIAL SERVICES, LLC no change 5,455
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC no change 4,800
Legacy Private Trust Co. no change 4,921
GRIFFIN ASSET MANAGEMENT, INC. no change 4,682
COURIER CAPITAL CORP no change 4,613
Hummer Financial Advisory Services Inc no change 4,610
GHP Investment Advisors, Inc. no change 5,084
MONTAG A & ASSOCIATES INC no change 5,150
Sabal Trust CO no change 5,355
BOENNING & SCATTERGOOD, INC. no change 5,355
TEXAS CAPITAL BANCSHARES INC/TX no change 5,278
NORTH AMERICAN MANAGEMENT CORP no change 5,255
HUNTINGTON NATIONAL BANK no change 7,213
Birch Hill Investment Advisors LLC no change 7,533
PITTENGER & ANDERSON INC no change 41,000
VEREDUS ASSET MANAGEMENT LLC no change 44,676
RBF Capital, LLC no change 30,000
Cox Capital Co LLC no change 23,796
Inlet Private Wealth, LLC no change 19,082
DODGE & COX(DODGE & COX) no change 45,171
Ronna Sue Cohen no change 48,758
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO no change 7,537,615
BEACH INVESTMENT COUNSEL INC/PA no change 86,060
First Trust Bank, Ltd. no change 74,550
GLENMEDE TRUST CO NA no change 65,660
BLUESTEIN R H & CO no change 15,100
Joel Isaacson & Co., LLC no change 10,950
Garrison Financial Corp no change 8,908
FCA CORP /TX no change 9,000
TRADITION ASSET MANAGEMENT LLC no change 8,447
DEARBORN PARTNERS LLC no change 8,171
WELCH & FORBES LLC no change 7,562
ROBERTS GLORE & CO INC /IL/ no change 9,170
Marble Harbor Investment Counsel, LLC no change 9,390
Permit Capital, LLC no change 10,925
SMH CAPITAL INC. no change 10,713
AVIVA PLC no change 9,650
CLIFFORD SWAN INVESTMENT COUNSEL LLC no change 9,521
EDMOND DE ROTHSCHILD HOLDING S.A. no change 3,213
First PREMIER Bank no change 2,425
TRUSTCORE FINANCIAL SERVICES, LLC no change 110
REILLY FINANCIAL ADVISORS, LLC no change 164
Pacitti Group Inc. no change 102
AllSquare Wealth Management LLC no change 100
Farmers & Merchants Trust Co of Chambersburg PA no change 71
Weaver Consulting Group no change 193
Cypress Capital Management LLC (WY) no change 200
Horrell Capital Management, Inc. no change 248
SHINE INVESTMENT ADVISORY SERVICES INC no change 242
Kistler-Tiffany Companies, LLC no change 219
OGOREK ANTHONY JOSEPH /NY/ /ADV no change 201
Engrave Wealth Partners LLC no change 66
Investors Research Corp no change 62
MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 24
First Bank & Trust no change 34
MEEDER ASSET MANAGEMENT INC no change 18
Glassman Wealth Services no change 17
Gradient Investments LLC no change 15
Rocky Mountain Advisers, LLC no change 37
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 41
Plante Moran Financial Advisors Ltd Partnership no change 61
Selective Wealth Management no change 47
TRUEWEALTH LLC no change 46
TSFG, LLC no change 42
Ariel Capital Advisors, LLC no change 250
CULLEN FROST BANKERS INC no change 300
OLD SECOND NATIONAL BANK OF AURORA no change 798
BROOKTREE CAPITAL MANAGEMENT no change 825
JNBA Financial Advisors no change 744
Global Retirement Partners, LLC no change 716
Sterling Investment Advisors, Ltd. no change 700
Timber Creek Capital Management LLC no change 1,125
Kemnay Advisory Services Inc. no change 1,200
CX Institutional no change 2,136
Massey, Quick & Co., LLC no change 1,700
BENJAMIN F. EDWARDS & COMPANY, INC. no change 1,539
HARBOR INVESTMENT ADVISORY, LLC no change 1,208
DELTA ASSET MANAGEMENT LLC/TN no change 693
QCI ASSET MANAGEMENT INC/NY no change 571
Cascade Investment Advisors, Inc. no change 375
Johnson Financial Group, Inc. no change 375
MOTCO no change 333
Column Capital Advisors, LLC no change 328
FARMERS & MERCHANTS INVESTMENTS INC no change 300
Financial Architects, Inc no change 391
Salomon & Ludwin, LLC no change 400
M&R CAPITAL MANAGEMENT INC no change 500
WEBSTER BANK, N. A. no change 450
Front Row Advisors LLC no change 406
Trust Co no change 400
AlphaMark Advisors, LLC no change 1
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