Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
BIP WEALTH, LLC $1.49B 279 2024-12-31 2025-02-14
THELEME PARTNERS LLP $1.49B 11 2024-12-31 2025-02-13
PORTOLAN CAPITAL MANAGEMENT, LLC $1.49B 131 2024-12-31 2025-02-13
CIDEL ASSET MANAGEMENT INC $1.49B 340 2024-12-31 2025-01-28
TWEEDY, BROWNE CO LLC $1.48B 43 2024-12-31 2025-02-12
QUINN OPPORTUNITY PARTNERS LLC $1.48B 379 2024-12-31 2025-02-13
SIENNA GESTION $1.48B 201 2024-12-31 2025-02-10
NO STREET GP LP $1.48B 31 2024-12-31 2025-02-14
GLAZER CAPITAL, LLC $1.48B 145 2024-12-31 2025-02-14
CADENCE BANK $1.48B 329 2024-12-31 2025-02-13
DISCOVERY CAPITAL MANAGEMENT, LLC / CT $1.47B 78 2024-12-31 2025-02-12
S&CO INC $1.47B 210 2024-12-31 2025-02-07
PACIFIC HEIGHTS ASSET MANAGEMENT LLC $1.47B 71 2024-12-31 2025-02-07
AMERICAN EXPRESS CO $1.46B 2 2024-12-31 2025-02-07
ELM PARTNERS MANAGEMENT LLC $1.46B 68 2024-12-31 2025-02-13
JFS WEALTH ADVISORS, LLC $1.46B 1943 2024-12-31 2025-01-30
MAR VISTA INVESTMENT PARTNERS LLC $1.46B 56 2024-12-31 2025-02-14
SOFI WEALTH, LLC $1.46B 40 2024-12-31 2025-02-04
VR ADVISER, LLC $1.46B 37 2024-12-31 2025-02-14
BOSTON FAMILY OFFICE LLC $1.46B 274 2024-12-31 2025-02-12
HS MANAGEMENT PARTNERS, LLC $1.46B 23 2024-12-31 2025-02-06
OAKWORTH CAPITAL, INC. $1.45B 629 2024-12-31 2025-01-27
QUADRANT CAPITAL GROUP LLC $1.45B 2733 2024-12-31 2025-02-13
SHELLBACK CAPITAL, LP $1.45B 119 2024-12-31 2025-02-14
GREENWOOD GEARHART INC $1.45B 130 2024-12-31 2025-02-13
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