LILLY ELI & CO
(532457108)
Funds Reporting Holdings of LILLY ELI & CO according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Dodge & COX | 8,861,157 | $981,728k | Jun 30, 2019 | Aug 13, 2019 | |
Cantab Capital Partners LLP | 10,828 | $926,000k | Sep 30, 2017 | Nov 14, 2017 | |
Janus Capital Management LLC | 8,442,416 | $710,073k | Mar 31, 2017 | May 16, 2017 | |
Rmsincerbeaux Capital Management LLC | 6,200 | $686,898k | Jun 30, 2019 | Aug 9, 2019 | |
Investec Asset Management Limited | 1,345,967 | $149,120k | Jun 30, 2019 | Jul 30, 2019 | |
Schafer Cullen Capital Management Inc | 1,030,446 | $111,587k | Jun 30, 2019 | Jul 30, 2019 | |
Mairs and Power Inc | 676,906 | $74,994k | Jun 30, 2019 | Aug 14, 2019 | |
Panagora Asset Management Inc | 461,986 | $51,183k | Jun 30, 2019 | Aug 9, 2019 | |
Capital Guardian Trust Company | 438,439 | $48,591k | Jun 30, 2019 | Aug 14, 2019 | |
Cullen Capital Management LLC | 403,310 | $44,683k | Jun 30, 2019 | Jul 30, 2019 | |
Poplar Forest Capital LLC | 387,899 | $42,975k | Jun 30, 2019 | Aug 2, 2019 | |
Atalanta Sosnoff Capital LLC | 347,029 | $38,447k | Jun 30, 2019 | Jul 15, 2019 | |
The Bollard Group LLC | 304,707 | $33,759k | Jun 30, 2019 | Aug 13, 2019 | |
Payden & Rygel | 266,296 | $29,503k | Jun 30, 2019 | Aug 6, 2019 | |
Tekla Capital Management LLC | 253,199 | $28,052k | Jun 30, 2019 | Aug 14, 2019 | |
RNC Capital Management LLC | 221,340 | $24,522k | Jun 30, 2019 | Jul 25, 2019 | |
Foresters Investment Management Company Inc | 217,358 | $24,081k | Jun 30, 2019 | Aug 12, 2019 | |
Cohen Klingenstein LLC | 192,600 | $21,338k | Jun 30, 2019 | Jul 15, 2019 | |
Willis Investment Counsel Inc | 131,921 | $14,616k | Jun 30, 2019 | Aug 14, 2019 | |
Impax Asset Management LLC | 168,000 | $14,335k | Jun 30, 2018 | Aug 14, 2018 | |
Impax Asset Management Ltd | 168,000 | $14,335k | Jun 30, 2018 | Aug 14, 2018 | |
Madison Investment Holdings Inc | 119,070 | $13,192k | Jun 30, 2019 | Aug 13, 2019 | |
First Manhattan Co | 116,115 | $12,864k | Jun 30, 2019 | Aug 16, 2019 | |
Badgley Phelps and Bell Inc | 113,663 | $12,593k | Jun 30, 2019 | Jul 30, 2019 | |
Sectoral Asset Management Inc | 106,665 | $11,817k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Advisors Inc | 91,000 | $11,808k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Advisors LLC | 91,000 | $11,808k | Mar 31, 2019 | May 13, 2019 | |
Cornerstone Investment Advisors LLC | 91,000 | $11,808k | Mar 31, 2019 | May 13, 2019 | |
CCM Investment Advisers LLC | 103,947 | $11,516k | Jun 30, 2019 | Aug 5, 2019 | |
Cambridge Investment Research Advisors Inc | 102,282 | $11,332k | Jun 30, 2019 | Aug 15, 2019 | |
South Street Advisors LLC | 98,140 | $10,873k | Jun 30, 2019 | Jul 22, 2019 | |
Pacer Advisors Inc | 89,200 | $9,882k | Jun 30, 2019 | Aug 12, 2019 | |
Parsec Financial Management Inc | 88,749 | $9,832k | Jun 30, 2019 | Jul 23, 2019 | |
QS Investors LLC | 86,732 | $9,610k | Jun 30, 2019 | Aug 14, 2019 | |
Rodgers Brothers Inc | 86,311 | $9,562k | Jun 30, 2019 | Aug 14, 2019 | |
Gabelli Funds LLC | 83,398 | $9,240k | Jun 30, 2019 | Aug 2, 2019 | |
Grassi Investment Management LLC | 79,800 | $8,841k | Jun 30, 2019 | Jul 10, 2019 | |
Azimuth Capital Management LLC | 78,752 | $8,725k | Jun 30, 2019 | Aug 13, 2019 | |
Twin Capital Management Inc | 70,510 | $7,812k | Jun 30, 2019 | Aug 1, 2019 | |
Venturi Wealth Management LLC | 67,379 | $7,465k | Jun 30, 2019 | Aug 7, 2019 | |
TSP Capital Management Group LLC | 66,252 | $7,340k | Jun 30, 2019 | Aug 9, 2019 | |
Winslow Asset Management Inc | 62,182 | $6,889k | Jun 30, 2019 | Jul 29, 2019 | |
Sivik Global Healthcare LLC | 55,000 | $6,093k | Jun 30, 2019 | Aug 14, 2019 | |
Sentry Investment Management LLC | 53,621 | $5,941k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 53,621 | $5,941k | Jun 30, 2019 | Aug 12, 2019 | |
Colonial Trust Advisors Inc | 50,911 | $5,640k | Jun 30, 2019 | Aug 21, 2019 | |
Alexandria Capital LLC | 48,219 | $5,342k | Jun 30, 2019 | Aug 12, 2019 | |
Dupont Capital Management Corp | 46,871 | $5,193k | Jun 30, 2019 | Jul 30, 2019 | |
NTV Asset Management LLC | 44,989 | $4,984k | Jun 30, 2019 | Jul 29, 2019 | |
New England Asset Management Inc | 41,189 | $4,563k | Jun 30, 2019 | Aug 14, 2019 | |
Marshwinds Advisory Company | 39,030 | $4,517k | Dec 31, 2018 | Jan 7, 2019 | |
Richard Bernstein Advisors LLC | 40,347 | $4,470k | Jun 30, 2019 | Aug 9, 2019 | |
Wendell David Associates Inc | 40,253 | $4,460k | Jun 30, 2019 | Jul 16, 2019 | |
Argyle Capital Management Inc | 37,532 | $4,158k | Jun 30, 2019 | Jul 25, 2019 | |
Cambria Investment Management LP | 37,512 | $4,156k | Jun 30, 2019 | Aug 12, 2019 | |
Morris Capital Advisors Inc | 37,502 | $4,155k | Jun 30, 2019 | Jul 15, 2019 | |
Klingenstein Fields & Co LLC | 36,974 | $4,096k | Jun 30, 2019 | Aug 12, 2019 | |
Wealthstreet Investment Advisors LLC | 36,700 | $4,066k | Jun 30, 2019 | Jul 16, 2019 | |
The Investment House LLC | 36,050 | $3,994k | Jun 30, 2019 | Aug 5, 2019 | |
KMS Financial Services Inc | 51,587 | $3,345k | Sep 30, 2014 | Nov 17, 2014 | |
The London Company of Virginia LLC | 29,022 | $3,215k | Jun 30, 2019 | Aug 14, 2019 | |
Wheatland Advisors Inc | 28,841 | $3,195k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Enhancement Advisory Services LLC | 29,178 | $3,172k | Jun 30, 2019 | Aug 2, 2019 | |
FFCM LLC | 24,898 | $2,758k | Jun 30, 2019 | Jul 30, 2019 | |
Tower VIEW Investment Management & Research LLC | 24,546 | $2,719k | Jun 30, 2019 | Jul 17, 2019 | |
Northpointe Capital LLC | 23,998 | $2,659k | Jun 30, 2019 | Jul 26, 2019 | |
Everence Capital Management Inc | 23,284 | $2,580k | Jun 30, 2019 | Aug 2, 2019 | |
Trust & Investment Advisors Inc | 22,610 | $2,505k | Jun 30, 2019 | Jul 30, 2019 | |
Private Advisors LLC | 22,610 | $2,505k | Jun 30, 2019 | Jul 30, 2019 | |
Advisors Financial Inc | 22,610 | $2,505k | Jun 30, 2019 | Jul 30, 2019 | |
The Financial Advisors LLC | 22,610 | $2,505k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors Inc | 22,610 | $2,505k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors LLC | 22,610 | $2,505k | Jun 30, 2019 | Jul 30, 2019 | |
Harbour Capital Advisors LLC | 21,771 | $2,412k | Jun 30, 2019 | Jul 10, 2019 | |
Chesley TAFT & Associates LLC | 21,485 | $2,380k | Jun 30, 2019 | Jul 10, 2019 | |
1919 Investment Counsel LLC | 36,175 | $2,346k | Sep 30, 2014 | Nov 14, 2014 | |
Woodley Farra Manion Portfolio Management Inc | 20,939 | $2,320k | Jun 30, 2019 | Aug 12, 2019 | |
Chesapeake Asset Management LLC | 20,290 | $2,248k | Jun 30, 2019 | Aug 6, 2019 | |
Murphy Capital Management Inc | 19,635 | $2,175k | Jun 30, 2019 | Jul 22, 2019 | |
Bell & Brown Wealth Advisors LLC | 19,442 | $2,154k | Jun 30, 2019 | Aug 6, 2019 | |
Summit Financial Group Inc | 17,805 | $1,973k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 17,805 | $1,973k | Jun 30, 2019 | Jul 3, 2019 | |
Wellington Shields & Co LLC | 17,574 | $1,947k | Jun 30, 2019 | Aug 8, 2019 | |
Northside Capital Management LLC | 17,403 | $1,928k | Jun 30, 2019 | Jul 16, 2019 | |
Tocqueville Asset Management LP | 17,271 | $1,913k | Jun 30, 2019 | Jul 31, 2019 | |
Burleson & Company LLC | 16,879 | $1,865k | Jun 30, 2019 | Aug 5, 2019 | |
Mount Lucas Management LP | 16,386 | $1,815k | Jun 30, 2019 | Aug 14, 2019 | |
Monetary Management Group Inc | 15,850 | $1,756k | Jun 30, 2019 | Aug 13, 2019 | |
Providence Wealth Advisors LLC | 15,536 | $1,753k | Jun 30, 2019 | Jul 22, 2019 | |
Marietta Investment Partners LLC | 15,471 | $1,714k | Jun 30, 2019 | Aug 13, 2019 | |
OFI Advisors LLC | 20,265 | $1,696k | Sep 30, 2015 | Nov 16, 2015 | |
American National Registered Investment Advisor Inc | 15,026 | $1,665k | Jun 30, 2019 | Aug 5, 2019 | |
AULL & Monroe Investment Management Corp | 14,657 | $1,624k | Jun 30, 2019 | Jul 29, 2019 | |
Harvey Investment Company LLC | 14,655 | $1,624k | Jun 30, 2019 | Jul 16, 2019 | |
Bennicas & Associates Inc | 14,345 | $1,589k | Jun 30, 2019 | Jul 12, 2019 | |
Nicholas Hoffman & Company LLC | 14,341 | $1,589k | Jun 30, 2019 | Aug 12, 2019 | |
Glynn Capital Management LLC | 13,490 | $1,495k | Jun 30, 2019 | Aug 2, 2019 | |
Torch Wealth Management LLC | 13,413 | $1,486k | Jun 30, 2019 | Aug 2, 2019 | |
Curbstone Financial Management Corporation | 13,126 | $1,454k | Jun 30, 2019 | Jul 9, 2019 | |
Probity Advisors Inc | 12,889 | $1,428k | Jun 30, 2019 | Aug 8, 2019 | |
Triangle Securities Wealth Management | 12,545 | $1,399k | Jun 30, 2019 | Jul 10, 2019 | |
Mitchell Capital Management Co | 12,523 | $1,387k | Jun 30, 2019 | Jul 24, 2019 | |
Copperwynd Financial LLC | 12,183 | $1,350k | Jun 30, 2019 | Aug 7, 2019 | |
Waverton Investment Management Limited | 12,155 | $1,347k | Jun 30, 2019 | Jul 17, 2019 | |
Crossvault Capital Management LLC | 12,045 | $1,334k | Jun 30, 2019 | Jul 19, 2019 | |
Strategic Capital Advisers Inc | 11,713 | $1,298k | Jun 30, 2019 | Jul 30, 2019 | |
TDAM USA Inc | 11,636 | $1,289k | Jun 30, 2019 | Aug 1, 2019 | |
Blue FIN Capital Inc | 11,619 | $1,287k | Jun 30, 2019 | Jul 22, 2019 | |
Waters Parkerson & Co LLC | 11,369 | $1,260k | Jun 30, 2019 | Aug 6, 2019 | |
Crawford Investment Counsel Inc | 11,362 | $1,259k | Jun 30, 2019 | Aug 12, 2019 | |
Hunter Associates Investment Management LLC | 10,913 | $1,209k | Jun 30, 2019 | Aug 8, 2019 | |
Cornerstone Investment Partners LLC | 10,790 | $1,195k | Jun 30, 2019 | Jul 19, 2019 | |
Cornerstone Partners LLC | 10,790 | $1,195k | Jun 30, 2019 | Jul 19, 2019 | |
Pagnatokarp Partners LLC | 10,061 | $1,115k | Jun 30, 2019 | Aug 8, 2019 | |
LOWE Brockenbrough & Company Inc | 9,995 | $1,107k | Jun 30, 2019 | Aug 12, 2019 | |
Plancorp LLC | 9,867 | $1,093k | Jun 30, 2019 | Aug 13, 2019 | |
Intersect Capital LLC | 9,870 | $1,093k | Jun 30, 2019 | Aug 9, 2019 | |
SYM Financial Corporation | 9,837 | $1,090k | Jun 30, 2019 | Jul 29, 2019 | |
Boston Family Office LLC | 9,776 | $1,083k | Jun 30, 2019 | Jul 30, 2019 | |
Tradition Capital Management LLC | 8,325 | $1,080k | Mar 31, 2019 | May 7, 2019 | |
DUFF & Phelps Investment Management Co | 9,510 | $1,054k | Jun 30, 2019 | Aug 2, 2019 | |
New England Research & Management Inc | 9,200 | $1,019k | Jun 30, 2019 | Jul 9, 2019 | |
Mastrapasqua Asset Management Inc | 9,185 | $1,018k | Jun 30, 2019 | Aug 12, 2019 | |
Elgethun Capital Management | 9,166 | $1,016k | Jun 30, 2019 | Aug 8, 2019 | |
Sippican Capital Advisors LLC | 9,115 | $1,010k | Jun 30, 2019 | Jul 17, 2019 | |
S & Co Inc | 8,995 | $997k | Jun 30, 2019 | Jul 23, 2019 | |
Altfest L J & Co Inc | 8,999 | $997k | Jun 30, 2019 | Jul 15, 2019 | |
Pratt Collard Advisory Partners LLC | 8,835 | $979k | Jun 30, 2019 | Jul 16, 2019 | |
Strategy Asset Managers LLC | 8,763 | $971k | Jun 30, 2019 | Aug 14, 2019 | |
Bernicke Wealth Management Ltd | 8,530 | $945k | Jun 30, 2019 | Aug 5, 2019 | |
BRAY Capital Advisors LLC | 8,500 | $942k | Jun 30, 2019 | Jul 29, 2019 | |
CPWM LLC | 8,474 | $939k | Jun 30, 2019 | Aug 2, 2019 | |
Hanseatic Management Services Inc | 8,358 | $926k | Jun 30, 2019 | Jul 19, 2019 | |
Ipswich Investment Management Company Inc | 8,307 | $920k | Jun 30, 2019 | Jul 11, 2019 | |
Cadinha & Co LLC | 8,300 | $920k | Jun 30, 2019 | Aug 9, 2019 | |
Sadoff Investment Management LLC | 8,190 | $907k | Jun 30, 2019 | Aug 7, 2019 | |
Mitchell Mcleod PUGH & Williams Inc | 7,892 | $874k | Jun 30, 2019 | Jul 9, 2019 | |
Carret Asset Management LLC | 7,831 | $868k | Jun 30, 2019 | Aug 12, 2019 | |
Ifrah Financial Services Inc | 7,762 | $860k | Jun 30, 2019 | Aug 6, 2019 | |
Pacific Global Investment Management Co | 7,726 | $856k | Jun 30, 2019 | Aug 14, 2019 | |
AFT Forsyth and Company Inc | 7,679 | $851k | Jun 30, 2019 | Jul 29, 2019 | |
Stewart & Patten Co LLC | 7,656 | $848k | Jun 30, 2019 | Jul 17, 2019 | |
Marble Harbor Investment Counsel LLC | 7,640 | $846k | Jun 30, 2019 | Aug 7, 2019 | |
Stadion Money Management LLC | 7,602 | $842k | Jun 30, 2019 | Aug 14, 2019 | |
Secrest Blakey & Associates LLC | 7,500 | $831k | Jun 30, 2019 | Aug 13, 2019 | |
Rossmore Private Capital LLC | 7,415 | $822k | Jun 30, 2019 | Aug 5, 2019 | |
Vision Capital Management Inc | 7,396 | $819k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 7,396 | $819k | Jun 30, 2019 | Jul 29, 2019 | |
DF DENT and Company Inc | 7,229 | $801k | Jun 30, 2019 | Aug 15, 2019 | |
Osterweis Capital Management Inc | 7,188 | $796k | Jun 30, 2019 | Aug 14, 2019 | |
Osterweis Capital Management LLC | 7,188 | $796k | Jun 30, 2019 | Aug 14, 2019 | |
Schulhoff & Co Inc | 7,100 | $786k | Jun 30, 2019 | Aug 7, 2019 | |
Family Legacy Inc | 6,994 | $775k | Jun 30, 2019 | Jul 25, 2019 | |
West Chester Capital Advisors Inc | 6,777 | $751k | Jun 30, 2019 | Jul 30, 2019 | |
Spinnaker Investment Group LLC | 6,745 | $747k | Jun 30, 2019 | Jul 11, 2019 | |
Shepherd Financial Partners LLC | 6,466 | $716k | Jun 30, 2019 | Aug 5, 2019 | |
Hoylecohen LLC | 6,360 | $705k | Jun 30, 2019 | Aug 9, 2019 | |
Cypress Capital Management LLC | 6,349 | $703k | Jun 30, 2019 | Aug 5, 2019 | |
Joel Isaacson & Co LLC | 6,328 | $701k | Jun 30, 2019 | Jul 11, 2019 | |
Blackhawk Capital Partners LLC | 6,209 | $688k | Jun 30, 2019 | Aug 13, 2019 | |
Transamerica Financial Advisors Inc | 6,201 | $687k | Jun 30, 2019 | Aug 21, 2019 | |
Parthenon LLC | 6,008 | $666k | Jun 30, 2019 | Jul 29, 2019 | |
Oak Ridge Investments LLC | 5,941 | $658k | Jun 30, 2019 | Aug 14, 2019 | |
KLCM Advisors Inc | 5,939 | $658k | Jun 30, 2019 | Aug 15, 2019 | |
Grandfield & DODD LLC | 5,925 | $656k | Jun 30, 2019 | Jul 29, 2019 | |
Aldebaran Financial Inc | 5,850 | $648k | Jun 30, 2019 | Aug 14, 2019 | |
Andesa Financial Management Inc | 5,768 | $638k | Jun 30, 2019 | Jul 30, 2019 | |
Tributary Capital Management LLC | 5,600 | $620k | Jun 30, 2019 | Jul 11, 2019 | |
Cedar Wealth Management LLC | 5,580 | $618k | Jun 30, 2019 | Jul 24, 2019 | |
BSW Wealth Partners LLC | 5,561 | $616k | Jun 30, 2019 | Aug 13, 2019 | |
DAVY Asset Management Limited | 5,494 | $609k | Jun 30, 2019 | Jul 19, 2019 | |
Douglas Lane & Associates LLC | 5,469 | $606k | Jun 30, 2019 | Jul 8, 2019 | |
Wallace Capital Management Inc | 5,444 | $603k | Jun 30, 2019 | Aug 12, 2019 | |
Woodmont Investment Counsel LLC | 5,431 | $602k | Jun 30, 2019 | Aug 14, 2019 | |
Abbrea Capital LLC | 5,430 | $602k | Jun 30, 2019 | Jul 31, 2019 | |
West Oak Capital LLC | 5,360 | $594k | Jun 30, 2019 | Jul 12, 2019 | |
Appleton Partners Inc | 5,324 | $590k | Jun 30, 2019 | Jul 25, 2019 | |
Bristlecone Advisors LLC | 5,308 | $588k | Jun 30, 2019 | Jul 19, 2019 | |
Acadian Asset Management LLC | 5,285 | $586k | Jun 30, 2019 | Aug 8, 2019 | |
ZWJ Investment Counsel Inc | 5,275 | $584k | Jun 30, 2019 | Jul 24, 2019 | |
Bourne LENT Asset Management Inc | 5,253 | $582k | Jun 30, 2019 | Jul 29, 2019 | |
Meritage Portfolio Management Inc | 5,200 | $576k | Jun 30, 2019 | Jul 30, 2019 | |
Omnistar Financial Group Inc | 5,120 | $567k | Jun 30, 2019 | Jul 30, 2019 | |
Northstar Wealth Partners LLC | 5,112 | $566k | Jun 30, 2019 | Aug 15, 2019 | |
Salem Capital Management Inc | 5,041 | $558k | Jun 30, 2019 | Jul 9, 2019 | |
Gratus Capital LLC | 5,024 | $557k | Jun 30, 2019 | Aug 7, 2019 | |
S R Schill & Associates Inc | 4,937 | $547k | Jun 30, 2019 | Aug 19, 2019 | |
Pictet North America Advisors SA | 4,900 | $543k | Jun 30, 2019 | Aug 7, 2019 | |
Gilman Hill Asset Management LLC | 4,885 | $541k | Jun 30, 2019 | Jul 17, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 4,822 | $534k | Jun 30, 2019 | Aug 9, 2019 | |
Ballast Inc | 4,761 | $527k | Jun 30, 2019 | Jul 26, 2019 | |
Wallington Asset Management LLC | 4,888 | $525k | Jun 30, 2019 | Aug 13, 2019 | |
Financial Advisory Service Inc | 4,630 | $513k | Jun 30, 2019 | Jul 25, 2019 | |
Guardian Capital Advisors LP | 4,450 | $509k | Jun 30, 2019 | Aug 14, 2019 | |
Moloney Securities Asset Management LLC | 4,544 | $503k | Jun 30, 2019 | Jul 29, 2019 | |
Chatham Capital Group Inc | 4,490 | $497k | Jun 30, 2019 | Jul 24, 2019 | |
Boston Research and Management Inc | 4,473 | $495k | Jun 30, 2019 | Aug 7, 2019 | |
Clear Perspective Advisors LLC | 4,433 | $491k | Jun 30, 2019 | Aug 12, 2019 | |
HT Partners LLC | 4,367 | $484k | Jun 30, 2019 | Jul 9, 2019 | |
The Rikoon Group LLC | 4,356 | $483k | Jun 30, 2019 | Aug 6, 2019 | |
Stokes & Hubbell Capital Management LLC | 3,575 | $464k | Mar 31, 2019 | Apr 24, 2019 | |
Foster Dykema Cabot & Co Incorporated | 4,150 | $460k | Jun 30, 2019 | Aug 6, 2019 | |
Birinyi Associates Inc | 4,100 | $454k | Jun 30, 2019 | Aug 5, 2019 | |
Sawgrass Asset Management LLC | 4,020 | $445k | Jun 30, 2019 | Jul 23, 2019 | |
SVA Plumb Wealth Management LLC | 3,991 | $442k | Jun 30, 2019 | Aug 13, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 3,977 | $441k | Jun 30, 2019 | Jul 15, 2019 | |
Monarch Capital Management Inc | 3,875 | $429k | Jun 30, 2019 | Jul 31, 2019 | |
Becker Capital Management Inc | 3,866 | $428k | Jun 30, 2019 | Aug 8, 2019 | |
Howland Capital Management LLC | 3,807 | $422k | Jun 30, 2019 | Jul 17, 2019 | |
Biltmore Family Office LLC | 3,796 | $421k | Jun 30, 2019 | Jul 31, 2019 | |
Carlson Capital Management LLC | 3,794 | $420k | Jun 30, 2019 | Jul 15, 2019 | |
RB Capital Management LLC | 3,774 | $418k | Jun 30, 2019 | Aug 7, 2019 | |
Lourd Capital LLC | 3,723 | $412k | Jun 30, 2019 | Jul 11, 2019 | |
Caxton Associates LP | 3,690 | $409k | Jun 30, 2019 | Aug 14, 2019 | |
Buckley Wealth Management LLC | 3,662 | $406k | Jun 30, 2019 | Jul 19, 2019 | |
Woodstock Corporation | 3,600 | $399k | Jun 30, 2019 | Jul 3, 2019 | |
Asset Advisors Investment Management LLC | 3,600 | $399k | Jun 30, 2019 | Jul 25, 2019 | |
Confluence Wealth Management LLC | 3,511 | $389k | Jun 30, 2019 | Aug 9, 2019 | |
Dearborn Partners LLC | 3,513 | $389k | Jun 30, 2019 | Jul 29, 2019 | |
Crestwood Advisors Group LLC | 3,507 | $389k | Jun 30, 2019 | Aug 14, 2019 | |
Towerpoint Wealth LLC | 3,575 | $389k | Jun 30, 2019 | Aug 7, 2019 | |
E & G Advisors LP | 3,500 | $388k | Jun 30, 2019 | Jul 12, 2019 | |
Strategic Financial Group LLC | 3,476 | $385k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 3,476 | $385k | Jun 30, 2019 | Jul 29, 2019 | |
Jackson Grant Investment Advisers Inc | 3,454 | $383k | Jun 30, 2019 | Aug 13, 2019 | |
Front Barnett Associates LLC | 3,440 | $381k | Jun 30, 2019 | Aug 6, 2019 | |
Spears Abacus Advisors LLC | 3,250 | $360k | Jun 30, 2019 | Aug 9, 2019 | |
F3Logic LLC | 3,239 | $359k | Jun 30, 2019 | Aug 2, 2019 | |
Prescott Group Capital Management LLC | 3,200 | $355k | Jun 30, 2019 | Aug 9, 2019 | |
GHP Investment Advisors Inc | 3,131 | $347k | Jun 30, 2019 | Aug 2, 2019 | |
Darrell & King LLC | 3,127 | $346k | Jun 30, 2019 | Aug 15, 2019 | |
Accredited Investors Inc | 3,117 | $345k | Jun 30, 2019 | Aug 13, 2019 | |
American Financial Network Advisory Services LLC | 3,069 | $342k | Jun 30, 2019 | Aug 9, 2019 | |
Evermay Wealth Management LLC | 3,080 | $341k | Jun 30, 2019 | Jul 23, 2019 | |
Cardan Capital Partners LLC | 3,074 | $341k | Jun 30, 2019 | Jul 16, 2019 | |
Beacon Investment Advisory Services Inc | 3,059 | $339k | Jun 30, 2019 | Aug 7, 2019 | |
Hartwell J M Ltd Partnership | 3,019 | $334k | Jun 30, 2019 | Jul 31, 2019 | |
Campbell Newman Asset Management Inc | 2,992 | $331k | Jun 30, 2019 | Jul 24, 2019 | |
Greatmark Investment Partners Inc | 2,907 | $322k | Jun 30, 2019 | Aug 5, 2019 | |
American Investment Services Inc | 2,900 | $321k | Jun 30, 2019 | Aug 6, 2019 | |
Lyell Wealth Management LP | 2,850 | $316k | Jun 30, 2019 | Aug 1, 2019 | |
Wilkins Investment Counsel Inc | 2,840 | $315k | Jun 30, 2019 | Aug 9, 2019 | |
SFMG LLC | 2,893 | $313k | Jun 30, 2019 | Aug 5, 2019 | |
SKBA Capital Management LLC | 2,800 | $310k | Jun 30, 2019 | Aug 12, 2019 | |
Kingfisher Capital LLC | 2,800 | $310k | Jun 30, 2019 | Aug 14, 2019 | |
Altavista Wealth Management Inc | 2,750 | $305k | Jun 30, 2019 | Aug 13, 2019 | |
PURE Financial Advisors Inc | 2,738 | $303k | Jun 30, 2019 | Jul 11, 2019 | |
Taurus Asset Management LLC | 2,720 | $301k | Jun 30, 2019 | Aug 14, 2019 | |
Thomas Story and SON LLC | 2,700 | $299k | Jun 30, 2019 | Jul 29, 2019 | |
Modera Wealth Management LLC | 2,670 | $296k | Jun 30, 2019 | Aug 7, 2019 | |
Mcrae Capital Management Inc | 2,654 | $294k | Jun 30, 2019 | Jul 29, 2019 | |
Sheets Smith Wealth Management | 2,657 | $294k | Jun 30, 2019 | Jul 12, 2019 | |
Cookson Peirce & Co Inc | 2,622 | $290k | Jun 30, 2019 | Jul 31, 2019 | |
BTR Capital Management Inc | 2,542 | $282k | Jun 30, 2019 | Jul 18, 2019 | |
BHK Investment Advisors LLC | 2,550 | $282k | Jun 30, 2019 | Aug 2, 2019 | |
Bridgeworth LLC | 2,524 | $280k | Jun 30, 2019 | Jul 25, 2019 | |
Ausdal Financial Partners Inc | 2,564 | $279k | Jun 30, 2019 | Aug 5, 2019 | |
Hedeker Wealth LLC | 2,500 | $276k | Jun 30, 2019 | Jul 26, 2019 | |
Aries Wealth Management LLC | 2,430 | $274k | Jun 30, 2019 | Jul 15, 2019 | |
The Roosevelt Investment Group Inc | 2,446 | $271k | Jun 30, 2019 | Aug 8, 2019 | |
Confluence Investment Management LLC | 2,400 | $266k | Jun 30, 2019 | Jul 24, 2019 | |
Legacy Capital Partners Inc | 2,383 | $264k | Jun 30, 2019 | Jul 16, 2019 | |
Armor Investment Advisors LLC | 2,337 | $259k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 2,337 | $259k | Jun 30, 2019 | Aug 13, 2019 | |
Crescent Grove Advisors LLC | 2,328 | $258k | Jun 30, 2019 | Aug 6, 2019 | |
Liberty Capital Management Inc | 2,300 | $255k | Jun 30, 2019 | Jul 15, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 2,273 | $252k | Jun 30, 2019 | Jul 22, 2019 | |
Pinnacle Family Advisors LLC | 2,278 | $252k | Jun 30, 2019 | Aug 14, 2019 | |
LGL Partners LLC | 2,257 | $250k | Jun 30, 2019 | Aug 14, 2019 | |
Diversified Portfolios Inc | 2,221 | $246k | Jun 30, 2019 | Aug 13, 2019 | |
Lexaurum Advisors LLC | 2,190 | $243k | Jun 30, 2019 | Jul 19, 2019 | |
Advanced Asset Management Advisors Inc | 2,180 | $242k | Jun 30, 2019 | Aug 2, 2019 | |
Telos Capital Management Inc | 2,181 | $242k | Jun 30, 2019 | Jul 19, 2019 | |
Brave Asset Management Inc | 2,176 | $241k | Jun 30, 2019 | Aug 5, 2019 | |
Court Place Advisors LLC | 2,163 | $240k | Jun 30, 2019 | Jul 30, 2019 | |
Tiemann Investment Advisors LLC | 2,149 | $238k | Jun 30, 2019 | Aug 13, 2019 | |
Marco Investment Management LLC | 2,117 | $235k | Jun 30, 2019 | Aug 6, 2019 | |
ALL Terrain Financial Advisors LLC | 2,087 | $231k | Jun 30, 2019 | Aug 14, 2019 | |
Steigerwald Gordon & KOCH Inc | 2,074 | $230k | Jun 30, 2019 | Jul 15, 2019 | |
Cipher Capital LP | 2,057 | $228k | Jun 30, 2019 | Aug 13, 2019 | |
Drexel Morgan & Co | 2,000 | $222k | Jun 30, 2019 | Aug 8, 2019 | |
MANA Advisors LLC | 2,002 | $222k | Jun 30, 2019 | Aug 14, 2019 | |
American Financial Advisors Inc | 1,960 | $217k | Jun 30, 2019 | Aug 12, 2019 | |
American Trust Investment Advisors LLC | 1,960 | $217k | Jun 30, 2019 | Aug 12, 2019 | |
American Financial Advisors LLC | 1,960 | $217k | Jun 30, 2019 | Aug 12, 2019 | |
Quadrant Private Wealth Management LLC | 1,954 | $217k | Jun 30, 2019 | Aug 13, 2019 | |
Valmark Advisers Inc | 1,953 | $216k | Jun 30, 2019 | Aug 7, 2019 | |
Sigma Investment Counselors Inc | 1,914 | $212k | Jun 30, 2019 | Jul 23, 2019 | |
Navellier & Associates Inc | 1,900 | $211k | Jun 30, 2019 | Jul 17, 2019 | |
STA Wealth Management LLC | 1,901 | $211k | Jun 30, 2019 | Aug 14, 2019 | |
Janney Capital Management LLC | 1,894 | $210k | Jun 30, 2019 | Jul 29, 2019 | |
Lejeune Puetz Investment Counsel | 1,850 | $205k | Jun 30, 2019 | Jul 29, 2019 | |
Stearns Financial Services Group Inc | 1,837 | $204k | Jun 30, 2019 | Aug 14, 2019 | |
Spectrum Management Group Inc | 1,252 | $139k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 1,252 | $139k | Jun 30, 2019 | Aug 2, 2019 | |
Whitnell & Co | 1,100 | $122k | Jun 30, 2019 | Jul 16, 2019 | |
Cacti Asset Management LLC | 1,000 | $111k | Jun 30, 2019 | Jul 1, 2019 | |
Regent Investment Management LLC | 653 | $72k | Jun 30, 2019 | Jul 15, 2019 | |
Thomas J Herzfeld Advisors Inc | 600 | $66k | Jun 30, 2019 | Aug 13, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 486 | $54k | Jun 30, 2019 | Aug 14, 2019 | |
Brandywine Global Investment Management LLC | 472 | $53k | Jun 30, 2019 | Aug 14, 2019 | |
RPG Investment Advisory LLC | 384 | $43k | Jun 30, 2019 | Jul 10, 2019 | |
Interactive Financial Advisors Inc | 205 | $23k | Jun 30, 2019 | Jul 17, 2019 | |
Arbor Wealth Management LLC | 174 | $19k | Jun 30, 2019 | Jul 16, 2019 | |
Spiderrock Advisors LLC | 11,800 | $16k | Put | Jun 30, 2019 | Jul 29, 2019 |
Permanens Capital LP | 100 | $11k | Jun 30, 2019 | Aug 9, 2019 | |
Stevens First Principles Investment Advisors | 34 | $4k | Jun 30, 2019 | Jul 22, 2019 | |
The Fiduciary Group LLC | 5 | $1k | Jun 30, 2019 | Aug 14, 2019 |