STARBUCKS CORP
(855244109)
Relatórios de fundos STARBUCKS CORP de acordo com os registros 13F
Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
---|---|---|---|---|---|
Westend Advisors LLC | 207,150 | $17,365,384k | Jun 30, 2019 | Jul 23, 2019 | |
Magellan Asset Management Limited | 30,771,472 | $2,579,572k | Jun 30, 2019 | Aug 13, 2019 | |
Alphasimplex Group LLC | 21,539 | $1,805,614k | Jun 30, 2019 | Aug 14, 2019 | |
Polen Capital Management LLC | 11,307,128 | $947,877k | Jun 30, 2019 | Aug 12, 2019 | |
Cedar Rock Capital Limited | 9,433,268 | $790,791k | Jun 30, 2019 | Aug 14, 2019 | |
Pershing Square Capital Management LP | 9,313,890 | $780,783k | Jun 30, 2019 | Aug 14, 2019 | |
Charles Schwab Investment Advisory Inc | 2,190,703 | $183,646k | Jun 30, 2019 | Aug 12, 2019 | |
Vontobel Asset Management Inc | 1,614,517 | $139,845k | Jun 30, 2019 | Aug 14, 2019 | |
Riverbridge Partners LLC | 772,165 | $64,731k | Jun 30, 2019 | Jul 10, 2019 | |
Scharf Investments LLC | 762,858 | $63,950k | Jun 30, 2019 | Aug 13, 2019 | |
AMI Asset Management Corp | 747,436 | $62,658k | Jun 30, 2019 | Aug 5, 2019 | |
Saratoga Research & Investment Management | 686,410 | $57,542k | Jun 30, 2019 | Jul 24, 2019 | |
Thornburg Investment Management Inc | 522,889 | $43,834k | Jun 30, 2019 | Aug 6, 2019 | |
Motley FOOL Wealth Management LLC | 506,249 | $42,439k | Jun 30, 2019 | Aug 14, 2019 | |
Pacifica Capital Investments LLC | 479,123 | $40,165k | Jun 30, 2019 | Aug 7, 2019 | |
Acadian Asset Management LLC | 470,350 | $39,430k | Jun 30, 2019 | Aug 8, 2019 | |
Bristol Gate Capital Partners Inc | 454,053 | $38,061k | Jun 30, 2019 | Aug 14, 2019 | |
Columbus Circle Investors | 450,233 | $37,743k | Jun 30, 2019 | Aug 2, 2019 | |
Stack Financial Management Inc | 386,533 | $32,403k | Jun 30, 2019 | Jul 30, 2019 | |
Madison Investment Holdings Inc | 383,162 | $32,120k | Jun 30, 2019 | Aug 13, 2019 | |
Lateef Investment Management LP | 332,419 | $27,867k | Jun 30, 2019 | Aug 12, 2019 | |
Ensemble Capital Management LLC | 322,159 | $27,007k | Jun 30, 2019 | Aug 14, 2019 | |
Smead Capital Management Inc | 302,140 | $25,328k | Jun 30, 2019 | Jul 26, 2019 | |
Sather Financial Group Inc | 293,964 | $24,643k | Jun 30, 2019 | Jul 23, 2019 | |
RAUB Brock Capital Management LP | 277,494 | $23,262k | Jun 30, 2019 | Jul 23, 2019 | |
LGT Capital Partners USA Inc | 273,950 | $22,965k | Jun 30, 2019 | Jul 10, 2019 | |
Payden & Rygel | 269,600 | $22,601k | Jun 30, 2019 | Aug 6, 2019 | |
Merriman Wealth Management LLC | 26,522 | $22,425k | Jun 30, 2019 | Jul 31, 2019 | |
Pacer Advisors Inc | 255,524 | $21,421k | Jun 30, 2019 | Aug 12, 2019 | |
Davidson Investment Advisors Inc | 252,696 | $21,183k | Jun 30, 2019 | Aug 13, 2019 | |
Corda Investment Management LLC | 248,216 | $20,807k | Jun 30, 2019 | Aug 9, 2019 | |
Capital Investment Services of America Inc | 226,564 | $18,993k | Jun 30, 2019 | Jul 12, 2019 | |
River ROAD Asset Management LLC | 219,037 | $18,362k | Jun 30, 2019 | Aug 12, 2019 | |
Motley FOOL Asset Management LLC | 215,921 | $18,101k | Jun 30, 2019 | Aug 14, 2019 | |
Tocqueville Asset Management LP | 206,306 | $17,295k | Jun 30, 2019 | Jul 31, 2019 | |
Suncoast Equity Management LLC | 195,404 | $16,381k | Jun 30, 2019 | Jul 26, 2019 | |
North American Management Corp | 189,715 | $15,904k | Jun 30, 2019 | Jul 30, 2019 | |
Barometer Capital Management Inc | 189,786 | $15,850k | Jun 30, 2019 | Aug 13, 2019 | |
Northstar Investment Advisors LLC | 185,836 | $15,579k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 185,836 | $15,579k | Jun 30, 2019 | Jul 17, 2019 | |
QS Investors LLC | 181,655 | $15,229k | Jun 30, 2019 | Aug 14, 2019 | |
Capwealth Advisors LLC | 174,736 | $14,648k | Jun 30, 2019 | Aug 13, 2019 | |
Crestwood Advisors Group LLC | 151,436 | $12,695k | Jun 30, 2019 | Aug 14, 2019 | |
Miura Global Management LLC | 150,000 | $12,575k | Jun 30, 2019 | Aug 14, 2019 | |
Cohen & Steers Capital Management Inc | 122,100 | $11,563k | Mar 31, 2015 | May 15, 2015 | |
Middleton & Company Inc | 133,024 | $11,151k | Jun 30, 2019 | Jul 25, 2019 | |
Klingenstein Fields & Co LLC | 122,111 | $10,237k | Jun 30, 2019 | Aug 12, 2019 | |
Semper Augustus Investments Group LLC | 113,915 | $9,549k | Jun 30, 2019 | Aug 13, 2019 | |
Dillon & Associates Inc | 112,531 | $9,453k | Jun 30, 2019 | Jul 22, 2019 | |
West Coast Financial LLC | 112,049 | $9,393k | Jun 30, 2019 | Jul 16, 2019 | |
Caxton Associates LP | 111,116 | $9,315k | Jun 30, 2019 | Aug 14, 2019 | |
Kiley Juergens Wealth Management LLC | 103,086 | $8,641k | Jun 30, 2019 | Jul 11, 2019 | |
Copperwynd Financial LLC | 97,357 | $8,161k | Jun 30, 2019 | Aug 7, 2019 | |
Alley Company LLC | 95,963 | $8,045k | Jun 30, 2019 | Jul 30, 2019 | |
Spark Investment Management LLC | 93,800 | $7,863k | Jun 30, 2019 | Aug 12, 2019 | |
Cornerstone Advisors LLC | 105,000 | $7,806k | Mar 31, 2019 | May 13, 2019 | |
Sowell Financial Services LLC | 100,357 | $7,461k | Mar 31, 2019 | May 15, 2019 | |
Vision Capital Management Inc | 88,254 | $7,398k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 88,254 | $7,398k | Jun 30, 2019 | Jul 29, 2019 | |
Fulcrum Capital LLC | 87,016 | $7,295k | Jun 30, 2019 | Jul 29, 2019 | |
LONG ROAD Investment Counsel LLC | 85,370 | $7,157k | Jun 30, 2019 | Aug 9, 2019 | |
Hendley & Co Inc | 82,304 | $6,900k | Jun 30, 2019 | Aug 8, 2019 | |
CI Global Investments Inc | 120,363 | $6,841k | Sep 30, 2018 | Nov 9, 2018 | |
Hendershot Investments Inc | 77,633 | $6,508k | Jun 30, 2019 | Jul 31, 2019 | |
Ramsay Stattman VELA & Price Inc | 76,595 | $6,421k | Jun 30, 2019 | Aug 9, 2019 | |
Sentry Investment Management LLC | 76,465 | $6,410k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 76,465 | $6,410k | Jun 30, 2019 | Aug 12, 2019 | |
HS Management Partners LLC | 75,550 | $6,333k | Jun 30, 2019 | Aug 13, 2019 | |
The Northstar Group Inc | 73,834 | $6,189k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 73,834 | $6,189k | Jun 30, 2019 | Jul 12, 2019 | |
Private Wealth Partners LLC | 71,590 | $6,001k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 71,590 | $6,001k | Jun 30, 2019 | Aug 6, 2019 | |
Bronfman EL Rothschild LP | 71,187 | $5,968k | Jun 30, 2019 | Aug 12, 2019 | |
Aureus Asset Management LLC | 70,240 | $5,888k | Jun 30, 2019 | Aug 14, 2019 | |
Haverford Financial Services Inc | 66,216 | $5,551k | Jun 30, 2019 | Aug 13, 2019 | |
Churchill Management Corp | 66,034 | $5,536k | Jun 30, 2019 | Jul 10, 2019 | |
Dupont Capital Management Corp | 63,374 | $5,313k | Jun 30, 2019 | Jul 30, 2019 | |
Cookson Peirce & Co Inc | 62,344 | $5,226k | Jun 30, 2019 | Jul 31, 2019 | |
Fagan Associates Inc | 58,161 | $4,876k | Jun 30, 2019 | Jul 12, 2019 | |
Gabelli Funds LLC | 58,000 | $4,862k | Jun 30, 2019 | Aug 2, 2019 | |
HCR Wealth Advisors | 57,556 | $4,824k | Jun 30, 2019 | Jul 25, 2019 | |
Telos Capital Management Inc | 56,953 | $4,775k | Jun 30, 2019 | Jul 19, 2019 | |
Cobiz Wealth LLC | 56,249 | $4,715k | Jun 30, 2019 | Jul 8, 2019 | |
RB Capital Management LLC | 56,161 | $4,708k | Jun 30, 2019 | Aug 7, 2019 | |
Argus Investors' Counsel Inc | 54,816 | $4,595k | Jun 30, 2019 | Jul 10, 2019 | |
Hamel Associates Inc | 53,480 | $4,483k | Jun 30, 2019 | Aug 5, 2019 | |
Wedgewood Partners Inc | 52,600 | $4,409k | Jun 30, 2019 | Aug 14, 2019 | |
Riverpark Advisors LLC | 52,600 | $4,409k | Jun 30, 2019 | Aug 13, 2019 | |
Elgethun Capital Management | 52,270 | $4,382k | Jun 30, 2019 | Aug 8, 2019 | |
Spectrum Management Group Inc | 52,156 | $4,372k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 52,156 | $4,372k | Jun 30, 2019 | Aug 2, 2019 | |
American Money Management LLC | 52,141 | $4,371k | Jun 30, 2019 | Aug 12, 2019 | |
KMS Financial Services Inc | 56,099 | $4,233k | Sep 30, 2014 | Nov 17, 2014 | |
Hussman Strategic Advisors Inc | 50,000 | $4,192k | Jun 30, 2019 | Jul 31, 2019 | |
Wendell David Associates Inc | 48,395 | $4,057k | Jun 30, 2019 | Jul 16, 2019 | |
Mckinley Carter Wealth Services Inc | 47,756 | $4,003k | Jun 30, 2019 | Aug 2, 2019 | |
Marietta Wealth Management LLC | 46,289 | $3,880k | Jun 30, 2019 | Aug 14, 2019 | |
BRAY Capital Advisors LLC | 45,111 | $3,782k | Jun 30, 2019 | Jul 29, 2019 | |
Loudon Investment Management LLC | 44,788 | $3,755k | Jun 30, 2019 | Aug 13, 2019 | |
Stokes & Hubbell Capital Management LLC | 48,832 | $3,630k | Mar 31, 2019 | Apr 24, 2019 | |
DAVY Asset Management Limited | 43,292 | $3,629k | Jun 30, 2019 | Jul 19, 2019 | |
Wealthstreet Investment Advisors LLC | 43,216 | $3,623k | Jun 30, 2019 | Jul 16, 2019 | |
United Asset Strategies Inc | 42,919 | $3,598k | Jun 30, 2019 | Jul 31, 2019 | |
LVW Advisors LLC | 42,438 | $3,558k | Jun 30, 2019 | Aug 14, 2019 | |
Carderock Capital Management Inc | 41,643 | $3,491k | Jun 30, 2019 | Jul 15, 2019 | |
Quest Investment Management LLC | 41,573 | $3,485k | Jun 30, 2019 | Aug 13, 2019 | |
Badgley Phelps and Bell Inc | 38,331 | $3,213k | Jun 30, 2019 | Jul 30, 2019 | |
Stillwater Investment Management LLC | 38,097 | $3,194k | Jun 30, 2019 | Jul 3, 2019 | |
10-15 Associates Inc | 36,916 | $3,095k | Jun 30, 2019 | Aug 12, 2019 | |
Granite Group Advisors LLC | 35,337 | $2,962k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 35,337 | $2,962k | Jun 30, 2019 | Jul 23, 2019 | |
LOWE Brockenbrough & Company Inc | 34,695 | $2,908k | Jun 30, 2019 | Aug 12, 2019 | |
Stansberry Asset Management LLC | 34,659 | $2,905k | Jun 30, 2019 | Aug 14, 2019 | |
Chickasaw Capital Management LLC | 34,583 | $2,899k | Jun 30, 2019 | Jul 15, 2019 | |
Bell & Brown Wealth Advisors LLC | 34,388 | $2,883k | Jun 30, 2019 | Aug 6, 2019 | |
ACG Wealth Inc | 34,332 | $2,878k | Jun 30, 2019 | Aug 6, 2019 | |
Butensky & Cohen Financial Security Inc | 34,321 | $2,877k | Jun 30, 2019 | Jul 12, 2019 | |
Tuttle Tactical Management LLC | 33,484 | $2,807k | Jun 30, 2019 | Jul 29, 2019 | |
Probity Advisors Inc | 32,518 | $2,726k | Jun 30, 2019 | Aug 8, 2019 | |
Proficio Capital Partners LLC | 32,014 | $2,684k | Jun 30, 2019 | Aug 13, 2019 | |
East Coast Asset Management LLC | 31,080 | $2,605k | Jun 30, 2019 | Aug 14, 2019 | |
Northwest Investment Counselors LLC | 30,950 | $2,595k | Jun 30, 2019 | Jul 25, 2019 | |
Vontobel Swiss Wealth Advisors AG | 30,425 | $2,551k | Jun 30, 2019 | Aug 12, 2019 | |
Hedeker Wealth LLC | 28,952 | $2,427k | Jun 30, 2019 | Jul 26, 2019 | |
Baldwin Investment Management LLC | 28,700 | $2,406k | Jun 30, 2019 | Aug 6, 2019 | |
Birinyi Associates Inc | 28,670 | $2,403k | Jun 30, 2019 | Aug 5, 2019 | |
Aldebaran Financial Inc | 28,390 | $2,380k | Jun 30, 2019 | Aug 14, 2019 | |
Oak Asset Management LLC | 24,143 | $2,195k | Jun 30, 2019 | Jul 25, 2019 | |
Stonebridge Capital Advisors LLC | 26,025 | $2,182k | Jun 30, 2019 | Aug 15, 2019 | |
Exchange Capital Management Inc | 25,955 | $2,176k | Jun 30, 2019 | Jul 22, 2019 | |
Cowen Prime Services LLC | 25,850 | $2,167k | Jun 30, 2019 | Jul 31, 2019 | |
Taurus Asset Management LLC | 25,645 | $2,150k | Jun 30, 2019 | Aug 14, 2019 | |
Arjuna Capital LLC | 25,560 | $2,143k | Jun 30, 2019 | Aug 21, 2019 | |
Arlington Partners LLC | 25,125 | $2,106k | Jun 30, 2019 | Jul 10, 2019 | |
FFCM LLC | 25,051 | $2,100k | Jun 30, 2019 | Jul 30, 2019 | |
Bennicas & Associates Inc | 24,975 | $2,094k | Jun 30, 2019 | Jul 12, 2019 | |
Strategic Capital Advisers Inc | 24,822 | $2,081k | Jun 30, 2019 | Jul 30, 2019 | |
Private Wealth Advisors Inc | 24,707 | $2,071k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 24,707 | $2,071k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 24,707 | $2,071k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 24,707 | $2,071k | Jun 30, 2019 | Aug 7, 2019 | |
Tealwood Asset Management Inc | 24,296 | $2,037k | Jun 30, 2019 | Aug 6, 2019 | |
Tower VIEW Investment Management & Research LLC | 23,443 | $1,965k | Jun 30, 2019 | Jul 17, 2019 | |
Legacy Capital Partners Inc | 23,305 | $1,954k | Jun 30, 2019 | Jul 16, 2019 | |
1919 Investment Counsel LLC | 25,120 | $1,896k | Sep 30, 2014 | Nov 14, 2014 | |
Interocean Capital LLC | 21,429 | $1,796k | Jun 30, 2019 | Aug 13, 2019 | |
Confluence Wealth Management LLC | 21,357 | $1,790k | Jun 30, 2019 | Aug 9, 2019 | |
Family Legacy Inc | 21,271 | $1,783k | Jun 30, 2019 | Jul 25, 2019 | |
Port Capital LLC | 21,243 | $1,781k | Jun 30, 2019 | Aug 14, 2019 | |
First Manhattan Co | 21,108 | $1,769k | Jun 30, 2019 | Aug 16, 2019 | |
Mount Yale Investment Advisors LLC | 18,507 | $1,762k | Jun 30, 2019 | Aug 13, 2019 | |
Cottage Street Advisors LLC | 20,659 | $1,732k | Jun 30, 2019 | Aug 2, 2019 | |
Spears Abacus Advisors LLC | 20,349 | $1,706k | Jun 30, 2019 | Aug 9, 2019 | |
Formidable Asset Management LLC | 26,188 | $1,686k | Dec 31, 2018 | Feb 6, 2019 | |
Viking Fund Management LLC | 20,000 | $1,677k | Jun 30, 2019 | Jul 16, 2019 | |
Campbell Newman Asset Management Inc | 19,027 | $1,595k | Jun 30, 2019 | Jul 24, 2019 | |
Monetta Financial Services Inc | 18,500 | $1,551k | Jun 30, 2019 | Aug 9, 2019 | |
Oak Grove Capital LLC | 18,207 | $1,526k | Jun 30, 2019 | Aug 9, 2019 | |
WE ARE One Seven LLC | 18,150 | $1,521k | Jun 30, 2019 | Jul 16, 2019 | |
The WEIL Company | 18,075 | $1,515k | Jun 30, 2019 | Aug 12, 2019 | |
Apriem Advisors | 18,021 | $1,511k | Jun 30, 2019 | Aug 14, 2019 | |
OFI Advisors LLC | 26,556 | $1,509k | Sep 30, 2015 | Nov 16, 2015 | |
Hall Capital Management Company Inc | 17,991 | $1,508k | Jun 30, 2019 | Aug 14, 2019 | |
Brown Capital Management LLC | 17,783 | $1,491k | Jun 30, 2019 | Aug 13, 2019 | |
HGI Capital Management LLC | 17,600 | $1,475k | Jun 30, 2019 | Jul 26, 2019 | |
Fieldpoint Private Securities LLC | 17,464 | $1,464k | Jun 30, 2019 | Aug 14, 2019 | |
Berkeley Capital Partners LLC | 17,052 | $1,429k | Jun 30, 2019 | Aug 8, 2019 | |
Benedict Financial Advisors Inc | 17,040 | $1,428k | Jun 30, 2019 | Aug 1, 2019 | |
Point72 Asset Management LP | 16,401 | $1,375k | Jun 30, 2019 | Aug 14, 2019 | |
Cidel Asset Management Inc | 16,355 | $1,371k | Jun 30, 2019 | Aug 12, 2019 | |
Rodgers Brothers Inc | 15,941 | $1,336k | Jun 30, 2019 | Aug 14, 2019 | |
Marco Investment Management LLC | 15,744 | $1,320k | Jun 30, 2019 | Aug 6, 2019 | |
Breiter Capital Management Inc | 15,495 | $1,299k | Jun 30, 2019 | Aug 23, 2019 | |
RNC Capital Management LLC | 15,452 | $1,295k | Jun 30, 2019 | Jul 25, 2019 | |
Calamos Wealth Management LLC | 15,400 | $1,291k | Jun 30, 2019 | Aug 7, 2019 | |
Bingham Osborn & Scarborough LLC | 15,231 | $1,277k | Jun 30, 2019 | Aug 2, 2019 | |
Wakefield Asset Management LLLP | 15,177 | $1,272k | Jun 30, 2019 | Aug 13, 2019 | |
Profit Investment Management LLC | 14,925 | $1,251k | Jun 30, 2019 | Jul 16, 2019 | |
Prescott Group Capital Management LLC | 14,678 | $1,230k | Jun 30, 2019 | Aug 9, 2019 | |
Ionic Capital Management LLC | 14,600 | $1,224k | Put | Jun 30, 2019 | Aug 14, 2019 |
ALTA Capital Management LLC | 14,526 | $1,217k | Jun 30, 2019 | Jul 26, 2019 | |
Zevenbergen Capital Investments LLC | 14,130 | $1,185k | Jun 30, 2019 | Aug 13, 2019 | |
Cipher Capital LP | 14,041 | $1,177k | Jun 30, 2019 | Aug 13, 2019 | |
Benin Management Corp | 13,995 | $1,173k | Jun 30, 2019 | Jul 31, 2019 | |
Valeo Financial Advisors LLC | 13,994 | $1,173k | Jun 30, 2019 | Jul 10, 2019 | |
DUFF & Phelps Investment Management Co | 13,345 | $1,119k | Jun 30, 2019 | Aug 2, 2019 | |
Olstein Capital Management LP | 13,000 | $1,090k | Jun 30, 2019 | Jul 31, 2019 | |
Brookmont Capital Management LLC | 12,988 | $1,089k | Jun 30, 2019 | Jul 18, 2019 | |
Lyell Wealth Management LP | 12,868 | $1,079k | Jun 30, 2019 | Aug 1, 2019 | |
IMS Capital Management Inc | 12,711 | $1,066k | Jun 30, 2019 | Aug 14, 2019 | |
Mengis Capital Management Inc | 12,453 | $1,043k | Jun 30, 2019 | Jul 18, 2019 | |
Becker Capital Management Inc | 12,434 | $1,042k | Jun 30, 2019 | Aug 8, 2019 | |
The Burney Company | 11,592 | $972k | Jun 30, 2019 | Aug 12, 2019 | |
Auxier Asset Management LLC | 11,518 | $966k | Jun 30, 2019 | Aug 15, 2019 | |
Marietta Investment Partners LLC | 11,498 | $964k | Jun 30, 2019 | Aug 13, 2019 | |
JGP Wealth Management LLC | 11,260 | $944k | Jun 30, 2019 | Jul 15, 2019 | |
AFT Forsyth and Company Inc | 11,175 | $937k | Jun 30, 2019 | Jul 29, 2019 | |
Glovista Investments LLC | 11,038 | $925k | Jun 30, 2019 | Aug 14, 2019 | |
Cypress Capital Management LLC | 10,905 | $914k | Jun 30, 2019 | Aug 5, 2019 | |
Ipswich Investment Management Company Inc | 10,471 | $878k | Jun 30, 2019 | Jul 11, 2019 | |
Winslow Asset Management Inc | 10,116 | $848k | Jun 30, 2019 | Jul 29, 2019 | |
Marble Harbor Investment Counsel LLC | 10,050 | $842k | Jun 30, 2019 | Aug 7, 2019 | |
USA Mutuals Advisors Inc | 10,000 | $838k | Jun 30, 2019 | Aug 5, 2019 | |
CWH Capital Management Inc | 9,788 | $821k | Jun 30, 2019 | Aug 14, 2019 | |
Whitnell & Co | 9,600 | $805k | Jun 30, 2019 | Jul 16, 2019 | |
Mirador Capital Partners LP | 9,435 | $791k | Jun 30, 2019 | Aug 6, 2019 | |
Cornell Pochily Investment Advisors Inc | 9,369 | $785k | Jun 30, 2019 | Jul 22, 2019 | |
SFE Investment Counsel Inc | 9,280 | $778k | Jun 30, 2019 | Jul 26, 2019 | |
Thompson Investment Management Inc | 8,976 | $752k | Jun 30, 2019 | Aug 7, 2019 | |
Accuvest Global Advisors | 8,942 | $750k | Jun 30, 2019 | Jul 17, 2019 | |
The RICE Partnership LLC | 8,873 | $744k | Jun 30, 2019 | Jul 25, 2019 | |
ORCA Investment Management LLC | 8,786 | $737k | Jun 30, 2019 | Jul 17, 2019 | |
RAAB & Moskowitz Asset Management LLC | 8,734 | $732k | Jun 30, 2019 | Aug 9, 2019 | |
Hengehold Capital Management LLC | 8,566 | $718k | Jun 30, 2019 | Jul 23, 2019 | |
Pratt Collard Advisory Partners LLC | 8,439 | $707k | Jun 30, 2019 | Jul 16, 2019 | |
Cambridge Advisors Inc | 8,241 | $691k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 8,241 | $691k | Jun 30, 2019 | Jul 26, 2019 | |
Hoylecohen LLC | 8,149 | $683k | Jun 30, 2019 | Aug 9, 2019 | |
Ballast Inc | 8,145 | $682k | Jun 30, 2019 | Jul 26, 2019 | |
Main Street Research LLC | 8,111 | $680k | Jun 30, 2019 | Aug 8, 2019 | |
Curbstone Financial Management Corporation | 8,100 | $679k | Jun 30, 2019 | Jul 9, 2019 | |
Private Vista LLC | 8,020 | $671k | Jun 30, 2019 | Jul 19, 2019 | |
Omnistar Financial Group Inc | 7,897 | $662k | Jun 30, 2019 | Jul 30, 2019 | |
Secrest Blakey & Associates LLC | 7,876 | $660k | Jun 30, 2019 | Aug 13, 2019 | |
Bigelow Investment Advisors LLC | 7,756 | $650k | Jun 30, 2019 | Jul 17, 2019 | |
Northrock Partners LLC | 7,606 | $639k | Jun 30, 2019 | Aug 12, 2019 | |
Front Barnett Associates LLC | 7,603 | $637k | Jun 30, 2019 | Aug 6, 2019 | |
Inspirion Wealth Advisors LLC | 7,378 | $618k | Jun 30, 2019 | Jul 15, 2019 | |
Edgewood Management LLC | 7,221 | $605k | Jun 30, 2019 | Aug 12, 2019 | |
Wealthplan Partners Inc | 6,246 | $604k | Jun 30, 2019 | Aug 19, 2019 | |
GHP Investment Advisors Inc | 7,186 | $602k | Jun 30, 2019 | Aug 2, 2019 | |
BTR Capital Management Inc | 6,745 | $565k | Jun 30, 2019 | Jul 18, 2019 | |
Allied Investment Advisors LLC | 6,676 | $560k | Jun 30, 2019 | Jul 17, 2019 | |
Newsquare Capital LLC | 6,472 | $543k | Jun 30, 2019 | Aug 20, 2019 | |
New Vernon Investment Management LLC | 6,400 | $537k | Jun 30, 2019 | Aug 14, 2019 | |
Acropolis Investment Management LLC | 6,136 | $514k | Jun 30, 2019 | Jul 11, 2019 | |
Sonata Capital Group Inc | 6,022 | $505k | Jun 30, 2019 | Aug 5, 2019 | |
Thomas Story and SON LLC | 6,000 | $503k | Jun 30, 2019 | Jul 29, 2019 | |
Nicholas Hoffman & Company LLC | 5,948 | $499k | Jun 30, 2019 | Aug 12, 2019 | |
Lombard Odier Transatlantic Limited | 9,100 | $492k | Sep 30, 2016 | Nov 14, 2016 | |
Ausdal Financial Partners Inc | 5,083 | $491k | Jun 30, 2019 | Aug 5, 2019 | |
Aries Wealth Management LLC | 5,491 | $482k | Jun 30, 2019 | Jul 15, 2019 | |
Dorchester Wealth Management Company | 5,753 | $482k | Jun 30, 2019 | Jul 19, 2019 | |
New England Research & Management Inc | 5,625 | $472k | Jun 30, 2019 | Jul 9, 2019 | |
Huntington Steele LLC | 8,114 | $470k | Mar 31, 2018 | Apr 18, 2018 | |
Zevin Asset Management LLC | 5,535 | $464k | Jun 30, 2019 | Aug 6, 2019 | |
Abbrea Capital LLC | 5,525 | $463k | Jun 30, 2019 | Jul 31, 2019 | |
Bruderman Asset Management LLC | 5,477 | $459k | Jun 30, 2019 | Aug 12, 2019 | |
Intersect Capital LLC | 5,361 | $449k | Jun 30, 2019 | Aug 9, 2019 | |
Baltimore-Washington Financial Advisors Inc | 5,340 | $448k | Jun 30, 2019 | Jul 25, 2019 | |
Montag & Caldwell LLC | 5,300 | $444k | Jun 30, 2019 | Aug 1, 2019 | |
Zuckerman Investment Group LLC | 5,285 | $443k | Jun 30, 2019 | Aug 14, 2019 | |
Smith Salley & Associates LLC | 5,255 | $441k | Jun 30, 2019 | Jul 12, 2019 | |
HIGH Falls Advisors Inc | 5,214 | $437k | Jun 30, 2019 | Aug 15, 2019 | |
LGL Partners LLC | 5,146 | $431k | Jun 30, 2019 | Aug 14, 2019 | |
Strategic Advisors LLC | 4,849 | $406k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 4,849 | $406k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 4,849 | $406k | Jun 30, 2019 | Jul 22, 2019 | |
Guardian Capital LP | 4,800 | $402k | Jun 30, 2019 | Aug 14, 2019 | |
Stordahl Capital Management Inc | 4,438 | $400k | Jun 30, 2019 | Jul 22, 2019 | |
Dedora Capital Inc | 4,763 | $399k | Jun 30, 2019 | Aug 8, 2019 | |
Triangle Securities Wealth Management | 4,556 | $398k | Jun 30, 2019 | Jul 10, 2019 | |
Mendel Money Management Inc | 4,594 | $385k | Jun 30, 2019 | Aug 8, 2019 | |
Abner Herrman & Brock LLC | 4,529 | $380k | Jun 30, 2019 | Jul 19, 2019 | |
Abbot Financial Management Inc | 4,500 | $377k | Jun 30, 2019 | Aug 8, 2019 | |
Waters Parkerson & Co LLC | 4,400 | $369k | Jun 30, 2019 | Aug 6, 2019 | |
Marathon Capital Management LLC | 4,408 | $369k | Jun 30, 2019 | Jul 25, 2019 | |
TMD & Associates Inc | 4,303 | $361k | Jun 30, 2019 | Aug 9, 2019 | |
Summit Financial Group Inc | 4,214 | $353k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 4,214 | $353k | Jun 30, 2019 | Jul 3, 2019 | |
ZWJ Investment Counsel Inc | 4,098 | $344k | Jun 30, 2019 | Jul 24, 2019 | |
Newfocus Financial Group LLC | 4,046 | $339k | Jun 30, 2019 | Jul 23, 2019 | |
Wespac Advisors LLC | 4,037 | $338k | Jun 30, 2019 | Jul 23, 2019 | |
Torray LLC | 4,000 | $335k | Jun 30, 2019 | Aug 8, 2019 | |
Aristotle Capital Management LLC | 4,000 | $335k | Jun 30, 2019 | Aug 14, 2019 | |
Lourd Capital LLC | 3,986 | $334k | Jun 30, 2019 | Jul 11, 2019 | |
Blue CHIP Wealth Management Inc | 3,941 | $330k | Jun 30, 2019 | Aug 13, 2019 | |
Leonard Rickey Investment Advisors PLLC | 3,915 | $328k | Jun 30, 2019 | Jul 10, 2019 | |
Diamond Hill Capital Management Inc | 3,850 | $323k | Jun 30, 2019 | Aug 1, 2019 | |
Altfest L J & Co Inc | 3,822 | $320k | Jun 30, 2019 | Jul 15, 2019 | |
REDW Stanley Financial Advisors LLC | 3,704 | $311k | Jun 30, 2019 | Aug 9, 2019 | |
The London Company of Virginia LLC | 3,700 | $310k | Jun 30, 2019 | Aug 14, 2019 | |
Strategy Asset Managers LLC | 3,674 | $308k | Jun 30, 2019 | Aug 14, 2019 | |
Howard Capital Management Inc | 3,650 | $306k | Jun 30, 2019 | Jul 24, 2019 | |
Howland Capital Management LLC | 3,631 | $304k | Jun 30, 2019 | Jul 17, 2019 | |
The Ithaka Group LLC | 3,600 | $302k | Jun 30, 2019 | Aug 12, 2019 | |
Gratus Capital LLC | 3,608 | $302k | Jun 30, 2019 | Aug 7, 2019 | |
Financial Gravity Wealth Inc | 3,510 | $294k | Jun 30, 2019 | Jul 26, 2019 | |
Willow Creek Wealth Management Inc | 3,496 | $293k | Jun 30, 2019 | Jul 22, 2019 | |
West Oak Capital LLC | 3,500 | $293k | Jun 30, 2019 | Jul 12, 2019 | |
Financial Advisory Service Inc | 3,398 | $285k | Jun 30, 2019 | Jul 25, 2019 | |
Highland Private Wealth Management | 3,279 | $275k | Jun 30, 2019 | Aug 13, 2019 | |
Elite Wealth Management Inc | 3,104 | $260k | Jun 30, 2019 | Jul 18, 2019 | |
Polaris Greystone Financial Group LLC | 3,075 | $260k | Jun 30, 2019 | Jul 25, 2019 | |
Steigerwald Gordon & KOCH Inc | 3,084 | $258k | Jun 30, 2019 | Jul 15, 2019 | |
HUGH Johnson Advisors LLC | 3,062 | $257k | Jun 30, 2019 | Aug 6, 2019 | |
New England Private Wealth Advisors LLC | 2,962 | $249k | Jun 30, 2019 | Aug 8, 2019 | |
Carlson Capital Management LLC | 2,974 | $249k | Jun 30, 2019 | Jul 15, 2019 | |
Fernwood Investment Management LLC | 2,952 | $247k | Jun 30, 2019 | Aug 1, 2019 | |
Tradition Capital Management LLC | 3,320 | $246k | Mar 31, 2019 | May 7, 2019 | |
Allsquare Wealth Management LLC | 2,800 | $235k | Jun 30, 2019 | Aug 13, 2019 | |
Harwood Advisory Group LLC | 2,776 | $233k | Jun 30, 2019 | Aug 7, 2019 | |
American Financial Network Advisory Services LLC | 2,765 | $231k | Jun 30, 2019 | Aug 9, 2019 | |
Gradient Capital Advisors LLC | 2,754 | $231k | Jun 30, 2019 | Jul 16, 2019 | |
BEL AIR Investment Advisors LLC | 2,975 | $229k | Sep 30, 2013 | Nov 12, 2013 | |
Cooper/Haims Advisors LLC | 2,694 | $226k | Jun 30, 2019 | Jul 26, 2019 | |
The Family FIRM Inc | 2,682 | $225k | Jun 30, 2019 | Aug 6, 2019 | |
Liberty Capital Management Inc | 2,660 | $223k | Jun 30, 2019 | Jul 15, 2019 | |
Meristem Family Wealth LLC | 2,642 | $221k | Jun 30, 2019 | Aug 6, 2019 | |
Harbour Capital Advisors LLC | 2,638 | $221k | Jun 30, 2019 | Jul 10, 2019 | |
Callahan Advisors LLC | 2,630 | $220k | Jun 30, 2019 | Jul 17, 2019 | |
Alpine Woods Capital Investors LLC | 2,600 | $218k | Jun 30, 2019 | Aug 5, 2019 | |
KOPP Investment Advisors LLC | 2,590 | $217k | Jun 30, 2019 | Aug 14, 2019 | |
Cedar Wealth Management LLC | 2,556 | $214k | Jun 30, 2019 | Jul 24, 2019 | |
Blue FIN Capital Inc | 2,539 | $212k | Jun 30, 2019 | Jul 22, 2019 | |
Sigma Investment Counselors Inc | 2,516 | $211k | Jun 30, 2019 | Jul 23, 2019 | |
Shepherd Financial Partners LLC | 2,487 | $208k | Jun 30, 2019 | Aug 5, 2019 | |
Stewart & Patten Co LLC | 2,440 | $205k | Jun 30, 2019 | Jul 17, 2019 | |
Guardian Capital Advisors LP | 2,315 | $203k | Jun 30, 2019 | Aug 14, 2019 | |
Wellesley Investment Partners LLC | 2,405 | $201k | Jun 30, 2019 | Aug 5, 2019 | |
Darrell & King LLC | 2,400 | $201k | Jun 30, 2019 | Aug 15, 2019 | |
Cavalier Investments LLC | 2,236 | $187k | Jun 30, 2019 | Jul 31, 2019 | |
The Fiduciary Group LLC | 2,201 | $185k | Jun 30, 2019 | Aug 14, 2019 | |
Spiderrock Advisors LLC | 242,600 | $153k | Put | Jun 30, 2019 | Jul 29, 2019 |
Kayne Anderson Rudnick Investment Management LLC | 1,818 | $152k | Jun 30, 2019 | Aug 14, 2019 | |
Transamerica Financial Advisors Inc | 1,654 | $139k | Jun 30, 2019 | Aug 21, 2019 | |
Lucia Wealth Services LLC | 1,655 | $139k | Jun 30, 2019 | Jul 23, 2019 | |
ST Johns Investment Management Company LLC | 1,500 | $126k | Jun 30, 2019 | Jul 24, 2019 | |
Prelude Capital Management LLC | 1,200 | $101k | Put | Jun 30, 2019 | Aug 14, 2019 |
Vestor Capital LLC | 1,175 | $99k | Jun 30, 2019 | Aug 6, 2019 | |
Horan Securities Inc | 954 | $80k | Jun 30, 2019 | Jul 24, 2019 | |
Toroso Investments LLC | 791 | $66k | Jun 30, 2019 | Aug 15, 2019 | |
RPG Investment Advisory LLC | 650 | $54k | Jun 30, 2019 | Jul 10, 2019 | |
Clearbridge Investments LLC | 704 | $45k | Dec 31, 2018 | Feb 14, 2019 | |
Clean Yield Group Inc | 468 | $39k | Jun 30, 2019 | Jul 22, 2019 | |
Certified Advisory Corp | 396 | $33k | Jun 30, 2019 | Aug 7, 2019 | |
Kopernik Global Investors LLC | 18,600 | $27k | Put | Jun 30, 2019 | Aug 14, 2019 |
Avondale Wealth Management LLC | 300 | $25k | Jun 30, 2019 | Jul 26, 2019 | |
New Potomac Partners LLC | 224 | $19k | Jun 30, 2019 | Jul 26, 2019 | |
Northstar Asset Management LLC | 200 | $17k | Jun 30, 2019 | Jul 16, 2019 | |
Northstar Asset Management Inc | 200 | $17k | Jun 30, 2019 | Jul 16, 2019 | |
Permanens Capital LP | 80 | $7k | Jun 30, 2019 | Aug 9, 2019 |