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ORACLE CORP
(68389X105)

Funds Reporting Holdings of ORACLE CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Select Equity Group LP 278,500 $15,866,145k Call Jun 30, 2019 Aug 14, 2019
Tower Bridge Advisors Inc 255,416 $14,551,050k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 77,602 $3,752,000k Sep 30, 2017 Nov 14, 2017
First Eagle Investment Management LLC 32,107,642 $1,829,172k Jun 30, 2019 Aug 13, 2019
Magellan Asset Management Limited 30,798,995 $1,754,619k Jun 30, 2019 Aug 13, 2019
Longview Partners Guernsey Limited 22,243,759 $1,267,227k Jun 30, 2019 Aug 13, 2019
Brown Brothers Harriman & Co 16,432,976 $936,187k Jun 30, 2019 Aug 14, 2019
Polen Capital Management LLC 14,444,171 $822,884k Jun 30, 2019 Aug 12, 2019
Yacktman Asset Management LP 8,457,482 $481,823k Jun 30, 2019 Aug 2, 2019
Independent Franchise Partners LLP 8,204,947 $467,435k Jun 30, 2019 Aug 13, 2019
Jensen Investment Management Inc 7,973,375 $454,243k Jun 30, 2019 Aug 2, 2019
Pzena Investment Management LLC 7,911,165 $450,699k Jun 30, 2019 Aug 2, 2019
Mackenzie Financial Corporation 5,475,564 $311,943k Jun 30, 2019 Aug 23, 2019
Charles Schwab Investment Advisory Inc 5,272,029 $300,347k Jun 30, 2019 Aug 12, 2019
Burgundy Asset Management Ltd 4,899,412 $279,120k Jun 30, 2019 Aug 14, 2019
Retirement Income Solutions Inc 4,906 $279,000k Jun 30, 2019 Jul 23, 2019
Marathon Asset Management LLP 4,669,094 $265,927k Jun 30, 2019 Jul 15, 2019
Black Creek Investment Management Inc 4,498,150 $256,260k Jun 30, 2019 Aug 13, 2019
First Manhattan Co 3,985,574 $227,058k Jun 30, 2019 Aug 16, 2019
Causeway Capital Management LLC 3,869,153 $220,426k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 3,718,214 $211,827k Jun 30, 2019 Aug 14, 2019
Vulcan Value Partners LLC 3,544,220 $201,914k Jun 30, 2019 Aug 14, 2019
MAR Vista Investment Partners LLC 2,577,536 $146,842k Jun 30, 2019 Aug 13, 2019
Scharf Investments LLC 2,155,676 $122,809k Jun 30, 2019 Aug 13, 2019
Saratoga Research & Investment Management 1,640,356 $93,451k Jun 30, 2019 Jul 24, 2019
Douglas Lane & Associates LLC 1,471,877 $83,853k Jun 30, 2019 Jul 8, 2019
Letko Brosseau & Associates Inc 1,357,752 $77,351k Jun 30, 2019 Aug 1, 2019
Melvin Capital Management LP 1,350,000 $76,910k Put Jun 30, 2019 Aug 14, 2019
NWQ Investment Management Company LLC 1,247,845 $71,090k Jun 30, 2019 Aug 14, 2019
Perkins Investment Management LLC 1,509,987 $67,361k Mar 31, 2017 May 15, 2017
Weitz Investment Management Inc 789,900 $45,001k Jun 30, 2019 Aug 8, 2019
Sawgrass Asset Management LLC 755,213 $43,024k Jun 30, 2019 Jul 23, 2019
Spears Abacus Advisors LLC 723,726 $41,231k Jun 30, 2019 Aug 9, 2019
Value Financial Advisers Inc 665,034 $37,887k Jun 30, 2019 Aug 13, 2019
International Value Advisers LLC 665,034 $37,887k Jun 30, 2019 Aug 13, 2019
ZWJ Investment Counsel Inc 661,542 $37,688k Jun 30, 2019 Jul 24, 2019
Ensemble Capital Management LLC 660,969 $37,655k Jun 30, 2019 Aug 14, 2019
683 Capital Management LLC 600,000 $34,182k Put Jun 30, 2019 Aug 14, 2019
Seizert Capital Partners LLC 508,760 $28,984k Jun 30, 2019 Aug 6, 2019
First Pacific Advisors LP 502,955 $28,653k Jun 30, 2019 Aug 14, 2019
Gillespie Robinson & Grimm Inc 497,833 $28,362k Jun 30, 2019 Jul 22, 2019
Tocqueville Asset Management LP 480,268 $27,361k Jun 30, 2019 Jul 31, 2019
SNOW Capital Management LP 440,933 $25,120k Jun 30, 2019 Aug 13, 2019
LGT Capital Partners USA Inc 428,300 $24,400k Jun 30, 2019 Jul 10, 2019
Waters Parkerson & Co LLC 370,737 $21,121k Jun 30, 2019 Aug 6, 2019
Altrinsic Global Advisors LLC 370,659 $21,116k Jun 30, 2019 Aug 14, 2019
Global Thematic Partners LLC 364,883 $20,786k Jun 30, 2019 Jul 23, 2019
The Burney Company 362,456 $20,649k Jun 30, 2019 Aug 12, 2019
KLCM Advisors Inc 338,682 $19,295k Jun 30, 2019 Aug 15, 2019
Pacer Advisors Inc 334,528 $19,058k Jun 30, 2019 Aug 12, 2019
Mawer Investment Management Ltd 328,134 $18,694k Jun 30, 2019 Aug 6, 2019
Capital Investment Services of America Inc 302,681 $17,244k Jun 30, 2019 Jul 12, 2019
Quest Investment Management LLC 295,383 $16,828k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 400,628 $15,337k Sep 30, 2014 Nov 14, 2014
QS Investors LLC 256,561 $14,617k Jun 30, 2019 Aug 14, 2019
Clearbridge Investments LLC 319,918 $14,444k Dec 31, 2018 Feb 14, 2019
LOWE Brockenbrough & Company Inc 239,559 $13,648k Jun 30, 2019 Aug 12, 2019
Cypress Capital Management LLC 231,356 $13,180k Jun 30, 2019 Aug 5, 2019
Schwerin Boyle Capital Management Inc 229,124 $13,053k Jun 30, 2019 Aug 13, 2019
Violich Capital Management 227,162 $12,941k Jun 30, 2019 Jul 22, 2019
Peninsula Wealth LLC 201,172 $12,791k Jun 30, 2019 Aug 2, 2019
Kayne Anderson Rudnick Investment Management LLC 219,344 $12,496k Jun 30, 2019 Aug 14, 2019
Argent Capital Management LLC 216,645 $12,342k Jun 30, 2019 Aug 15, 2019
Woodstock Corporation 201,767 $11,495k Jun 30, 2019 Jul 3, 2019
Granite Group Advisors LLC 192,035 $10,940k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 192,035 $10,940k Jun 30, 2019 Jul 23, 2019
Hendershot Investments Inc 191,865 $10,931k Jun 30, 2019 Jul 31, 2019
Tufton Capital Management LLC 187,984 $10,709k Jun 30, 2019 Jul 26, 2019
Acadian Asset Management LLC 186,711 $10,638k Jun 30, 2019 Aug 8, 2019
Abner Herrman & Brock LLC 185,785 $10,584k Jun 30, 2019 Jul 19, 2019
Sather Financial Group Inc 182,453 $10,394k Jun 30, 2019 Jul 23, 2019
Winslow Asset Management Inc 181,450 $10,337k Jun 30, 2019 Jul 29, 2019
Heartland Advisors Inc 177,843 $10,132k Jun 30, 2019 Aug 8, 2019
Bernzott Capital Advisors 170,564 $9,717k Jun 30, 2019 Aug 12, 2019
Peak Asset Management LLC 165,836 $9,448k Jun 30, 2019 Aug 15, 2019
Guardian Capital Advisors LP 157,707 $9,282k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 160,878 $9,165k Jun 30, 2019 Jul 15, 2019
Sentry Investment Management LLC 152,542 $8,690k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 152,542 $8,690k Jun 30, 2019 Aug 12, 2019
Crawford Lake Capital Management LLC 144,994 $8,260k Jun 30, 2019 Aug 14, 2019
Strategic Global Advisors LLC 140,579 $8,009k Jun 30, 2019 Aug 13, 2019
Haverford Financial Services Inc 138,729 $7,903k Jun 30, 2019 Aug 13, 2019
Boston Common Asset Management LLC 134,779 $7,678k Jun 30, 2019 Jul 26, 2019
Churchill Management Corp 131,287 $7,479k Jun 30, 2019 Jul 10, 2019
Matthew GOFF Investment Advisor LLC 129,564 $7,381k Jun 30, 2019 Aug 5, 2019
Quadrant Private Wealth Management LLC 128,756 $7,335k Jun 30, 2019 Aug 13, 2019
Schafer Cullen Capital Management Inc 122,164 $7,307k Jun 30, 2019 Jul 30, 2019
Barry Investment Advisors LLC 127,481 $7,263k Jun 30, 2019 Jul 26, 2019
Dupont Capital Management Corp 127,204 $7,247k Jun 30, 2019 Jul 30, 2019
Cohen & Steers Capital Management Inc 164,500 $7,098k Mar 31, 2015 May 15, 2015
Cohen Capital Management Inc 123,769 $7,051k Jun 30, 2019 Aug 7, 2019
Adams Diversified Equity Fund Inc 122,200 $6,962k Jun 30, 2019 Jul 29, 2019
Ostrum Asset Management US LLC 128,001 $6,875k Mar 31, 2019 May 15, 2019
Auxier Asset Management LLC 117,462 $6,692k Jun 30, 2019 Aug 15, 2019
RNC Capital Management LLC 117,155 $6,674k Jun 30, 2019 Jul 25, 2019
Crystal Rock Capital Management LLC 116,075 $6,613k Jun 30, 2019 Aug 9, 2019
Stralem & Company Incorporated 109,530 $6,240k Jun 30, 2019 Jul 16, 2019
Cornerstone Investment Partners LLC 105,566 $6,014k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 105,566 $6,014k Jun 30, 2019 Jul 19, 2019
Dorchester Wealth Management Company 104,495 $5,953k Jun 30, 2019 Jul 19, 2019
Thompson Investment Management Inc 103,943 $5,922k Jun 30, 2019 Aug 7, 2019
Carret Asset Management LLC 101,973 $5,809k Jun 30, 2019 Aug 12, 2019
Prospector Partners LLC 100,600 $5,731k Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 100,347 $5,717k Jun 30, 2019 Aug 21, 2019
Strategic Financial Services Inc 100,303 $5,714k Jun 30, 2019 Aug 13, 2019
Ulysses Management LLC 100,000 $5,697k Put Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 98,533 $5,613k Jun 30, 2019 Aug 6, 2019
Court Place Advisors LLC 95,447 $5,438k Jun 30, 2019 Jul 30, 2019
Neumann Capital Management LLC 94,864 $5,404k Jun 30, 2019 Jul 25, 2019
Punch & Associates Investment Management Inc 93,926 $5,351k Jun 30, 2019 Aug 14, 2019
Greenwood Gearhart Inc 89,654 $5,108k Jun 30, 2019 Aug 7, 2019
Olstein Capital Management LP 89,000 $5,070k Jun 30, 2019 Jul 31, 2019
Hourglass Capital LLC 89,001 $5,070k Jun 30, 2019 Aug 12, 2019
Amplify Investments LLC 108,822 $4,979k Mar 31, 2018 May 14, 2018
GHP Investment Advisors Inc 86,447 $4,925k Jun 30, 2019 Aug 2, 2019
Addenda Capital Inc 83,727 $4,770k Jun 30, 2019 Jul 12, 2019
Cambria Investment Management LP 83,139 $4,736k Jun 30, 2019 Aug 12, 2019
LONG ROAD Investment Counsel LLC 83,140 $4,736k Jun 30, 2019 Aug 9, 2019
Northwest Investment Counselors LLC 81,899 $4,666k Jun 30, 2019 Jul 25, 2019
Marshwinds Advisory Company 98,971 $4,469k Dec 31, 2018 Jan 7, 2019
Capital Planning Advisors LLC 77,036 $4,389k Jun 30, 2019 Aug 9, 2019
Cohen Klingenstein LLC 72,700 $4,142k Jun 30, 2019 Jul 15, 2019
FFCM LLC 71,546 $4,076k Jun 30, 2019 Jul 30, 2019
The Investment House LLC 70,355 $4,008k Jun 30, 2019 Aug 5, 2019
Tuttle Tactical Management LLC 70,104 $3,994k Jun 30, 2019 Jul 29, 2019
Abbrea Capital LLC 67,837 $3,865k Jun 30, 2019 Jul 31, 2019
Pictet North America Advisors SA 67,501 $3,846k Jun 30, 2019 Aug 7, 2019
Ancora Family Wealth Advisors LLC 95,687 $3,759k Sep 30, 2016 Nov 4, 2016
Torch Wealth Management LLC 65,010 $3,704k Jun 30, 2019 Aug 2, 2019
DAVY Asset Management Limited 62,949 $3,586k Jun 30, 2019 Jul 19, 2019
Athena Capital Advisors LLC 60,516 $3,448k Jun 30, 2019 Aug 9, 2019
Annex Advisory Services LLC 58,669 $3,342k Jun 30, 2019 Jul 18, 2019
Independent Investors Inc 58,200 $3,315k Jun 30, 2019 Jul 18, 2019
Osborne Partners Capital Management LLC 58,144 $3,312k Jun 30, 2019 Jul 18, 2019
Whitnell & Co 57,705 $3,287k Jun 30, 2019 Jul 16, 2019
Capital Investment Counsel Inc 56,988 $3,247k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 56,988 $3,247k Jun 30, 2019 Jul 26, 2019
Northpointe Capital LLC 55,909 $3,185k Jun 30, 2019 Jul 26, 2019
Hammer Asset Management LLC 55,652 $3,170k Jun 30, 2019 Aug 6, 2019
Quadrant Capital Management LLC 55,590 $3,167k Jun 30, 2019 Aug 8, 2019
OFI Advisors LLC 87,527 $3,161k Sep 30, 2015 Nov 16, 2015
Argyle Capital Management Inc 54,500 $3,105k Jun 30, 2019 Jul 25, 2019
Birch Hill Investment Advisors LLC 52,698 $3,002k Jun 30, 2019 Jul 22, 2019
Uncommon Cents Investing LLC 50,655 $2,886k Jun 30, 2019 Jul 12, 2019
Hedeker Wealth LLC 50,599 $2,882k Jun 30, 2019 Jul 26, 2019
Hoylecohen LLC 50,080 $2,853k Jun 30, 2019 Aug 9, 2019
Arlington Partners LLC 49,070 $2,796k Jun 30, 2019 Jul 10, 2019
Harwood Advisory Group LLC 47,678 $2,716k Jun 30, 2019 Aug 7, 2019
Stokes & Hubbell Capital Management LLC 49,164 $2,641k Mar 31, 2019 Apr 24, 2019
Chickasaw Capital Management LLC 45,883 $2,614k Jun 30, 2019 Jul 15, 2019
Lombard Odier Transatlantic Limited 66,235 $2,605k Sep 30, 2016 Nov 14, 2016
Butensky & Cohen Financial Security Inc 44,611 $2,541k Jun 30, 2019 Jul 12, 2019
Pacific Global Investment Management Co 44,252 $2,521k Jun 30, 2019 Aug 14, 2019
Arlington Financial Advisors LLC 43,379 $2,471k Jun 30, 2019 Aug 5, 2019
Brave Asset Management Inc 42,370 $2,414k Jun 30, 2019 Aug 5, 2019
Telos Capital Management Inc 40,989 $2,335k Jun 30, 2019 Jul 19, 2019
Alphaone Investment Services LLC 40,350 $2,299k Jun 30, 2019 Aug 13, 2019
SOL Capital Management Co 39,951 $2,276k Jun 30, 2019 Jul 17, 2019
Pinkerton Retirement Specialists LLC 38,671 $2,203k Jun 30, 2019 Aug 6, 2019
West Oak Capital LLC 38,260 $2,180k Jun 30, 2019 Jul 12, 2019
Exchange Capital Management Inc 37,981 $2,164k Jun 30, 2019 Jul 22, 2019
Lincoln Capital Corporation 36,787 $2,096k Jun 30, 2019 Jul 12, 2019
Lincoln Capital LLC 36,787 $2,096k Jun 30, 2019 Jul 12, 2019
New Potomac Partners LLC 36,160 $2,060k Jun 30, 2019 Jul 26, 2019
Advanced Asset Management Advisors Inc 35,000 $1,994k Jun 30, 2019 Aug 2, 2019
Stewart & Patten Co LLC 33,740 $1,922k Jun 30, 2019 Jul 17, 2019
Mitchell Capital Management Co 33,595 $1,914k Jun 30, 2019 Jul 24, 2019
Arjuna Capital LLC 33,159 $1,889k Jun 30, 2019 Aug 21, 2019
Huntington Steele LLC 41,243 $1,887k Mar 31, 2018 Apr 18, 2018
Lejeune Puetz Investment Counsel 32,283 $1,839k Jun 30, 2019 Jul 29, 2019
Triangle Securities Wealth Management 30,734 $1,830k Jun 30, 2019 Jul 10, 2019
Private Wealth Advisors Inc 31,617 $1,801k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 31,617 $1,801k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 31,617 $1,801k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 31,617 $1,801k Jun 30, 2019 Aug 7, 2019
Ativo Capital Management LLC 31,491 $1,794k Jun 30, 2019 Aug 14, 2019
Capital Insight Partners LLC 30,627 $1,745k Jun 30, 2019 Jul 9, 2019
Jasper Ridge Partners LP 30,500 $1,738k Jun 30, 2019 Aug 9, 2019
Family Legacy Inc 29,733 $1,694k Jun 30, 2019 Jul 25, 2019
Total Investment Management Inc 31,255 $1,687k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 31,255 $1,687k Jun 30, 2019 Aug 7, 2019
Platinum Investment Management Limited 29,418 $1,676k Jun 30, 2019 Aug 14, 2019
American National Registered Investment Advisor Inc 28,298 $1,612k Jun 30, 2019 Aug 5, 2019
Stearns Financial Services Group Inc 28,157 $1,604k Jun 30, 2019 Aug 14, 2019
Harvest Capital Management Inc 27,626 $1,573k Jun 30, 2019 Aug 7, 2019
Meridian Investment Counsel Inc 27,390 $1,560k Jun 30, 2019 Aug 13, 2019
DUFF & Phelps Investment Management Co 27,010 $1,539k Jun 30, 2019 Aug 2, 2019
Guardian Capital LP 26,721 $1,522k Jun 30, 2019 Aug 14, 2019
Zevin Asset Management LLC 25,802 $1,470k Jun 30, 2019 Aug 6, 2019
ALTA Capital Management LLC 25,187 $1,434k Jun 30, 2019 Jul 26, 2019
Caxton Associates LP 25,136 $1,429k Jun 30, 2019 Aug 14, 2019
Buckhead Capital Management LLC 24,772 $1,411k Jun 30, 2019 Aug 1, 2019
Gargoyle Investment Advisor LLC 24,729 $1,409k Jun 30, 2019 Aug 13, 2019
The Bollard Group LLC 24,732 $1,409k Jun 30, 2019 Aug 13, 2019
BTR Capital Management Inc 24,581 $1,400k Jun 30, 2019 Jul 18, 2019
LaSalle Street Capital Management LLC 22,695 $1,293k Jun 30, 2019 Aug 8, 2019
Woodmont Investment Counsel LLC 22,637 $1,290k Jun 30, 2019 Aug 14, 2019
Stanley-Laman Group Ltd 22,607 $1,288k Jun 30, 2019 Aug 1, 2019
Shayne & Co LLC 21,651 $1,233k Jun 30, 2019 Jul 24, 2019
Bell & Brown Wealth Advisors LLC 21,333 $1,215k Jun 30, 2019 Aug 6, 2019
DSC Advisors LP 20,504 $1,168k Jun 30, 2019 Aug 14, 2019
Buckley Wealth Management LLC 20,255 $1,154k Jun 30, 2019 Jul 19, 2019
Cullen Capital Management LLC 20,200 $1,151k Jun 30, 2019 Jul 30, 2019
Bingham Osborn & Scarborough LLC 19,340 $1,102k Jun 30, 2019 Aug 2, 2019
Accredited Investors Inc 18,925 $1,078k Jun 30, 2019 Aug 13, 2019
Insight 2811 Inc 18,290 $1,077k Jun 30, 2019 Jul 9, 2019
Private Wealth Partners LLC 18,807 $1,071k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 18,807 $1,071k Jun 30, 2019 Aug 6, 2019
Steinberg Asset Management LLC 18,770 $1,069k Jun 30, 2019 Aug 14, 2019
Biltmore Family Office LLC 18,707 $1,066k Jun 30, 2019 Jul 31, 2019
Bigelow Investment Advisors LLC 18,186 $1,036k Jun 30, 2019 Jul 17, 2019
Callahan Advisors LLC 18,040 $1,028k Jun 30, 2019 Jul 17, 2019
Intersect Capital LLC 17,898 $1,020k Jun 30, 2019 Aug 9, 2019
Dumont & Blake Investment Advisors LLC 17,761 $1,012k Jun 30, 2019 Aug 1, 2019
Breiter Capital Management Inc 17,393 $991k Jun 30, 2019 Aug 23, 2019
Bridgewater Associates LP 17,372 $990k Jun 30, 2019 Aug 13, 2019
GM Advisory Group Inc 17,155 $977k Jun 30, 2019 Aug 9, 2019
Harfst and Associates Inc 16,960 $966k Jun 30, 2019 Aug 14, 2019
Trust & Investment Advisors Inc 16,790 $957k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 16,790 $957k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 16,790 $957k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 16,790 $957k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 16,790 $957k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 16,790 $957k Jun 30, 2019 Jul 30, 2019
The Rikoon Group LLC 16,716 $952k Jun 30, 2019 Aug 6, 2019
West Branch Capital LLC 16,600 $946k Jun 30, 2019 Aug 5, 2019
Ifrah Financial Services Inc 16,210 $923k Jun 30, 2019 Aug 6, 2019
Oarsman Capital Inc 15,726 $896k Jun 30, 2019 Aug 13, 2019
Clear Perspective Advisors LLC 15,443 $880k Jun 30, 2019 Aug 12, 2019
United Asset Strategies Inc 15,261 $869k Jun 30, 2019 Jul 31, 2019
ST Johns Investment Management Company LLC 15,203 $866k Jun 30, 2019 Jul 24, 2019
Prelude Capital Management LLC 14,780 $842k Jun 30, 2019 Aug 14, 2019
Bennicas & Associates Inc 14,200 $809k Jun 30, 2019 Jul 12, 2019
Benin Management Corp 13,855 $789k Jun 30, 2019 Jul 31, 2019
Bruderman Asset Management LLC 13,432 $765k Jun 30, 2019 Aug 12, 2019
Carleon Capital Partners LLC 13,379 $762k Jun 30, 2019 Aug 13, 2019
Curbstone Financial Management Corporation 13,296 $757k Jun 30, 2019 Jul 9, 2019
MANA Advisors LLC 13,132 $748k Jun 30, 2019 Aug 14, 2019
Good Harbor Financial LLC 20,615 $745k Sep 30, 2015 Nov 13, 2015
Ramsay Stattman VELA & Price Inc 13,051 $744k Jun 30, 2019 Aug 9, 2019
Ipswich Investment Management Company Inc 12,542 $714k Jun 30, 2019 Jul 11, 2019
Cubic Asset Management LLC 12,215 $696k Jun 30, 2019 Jul 29, 2019
Grassi Investment Management LLC 12,200 $695k Jun 30, 2019 Jul 10, 2019
Columbus Macro LLC 12,015 $684k Jun 30, 2019 Jul 16, 2019
Campbell & Company Investment Adviser LLC 11,791 $672k Jun 30, 2019 Jul 10, 2019
Wealth Alliance Advisory Group LLC 11,248 $670k Jun 30, 2019 Jul 17, 2019
Pagnatokarp Partners LLC 11,562 $659k Jun 30, 2019 Aug 8, 2019
Boston Research and Management Inc 11,564 $658k Jun 30, 2019 Aug 7, 2019
Woodley Farra Manion Portfolio Management Inc 11,555 $658k Jun 30, 2019 Aug 12, 2019
Perritt Capital Management Inc 11,527 $657k Jun 30, 2019 Aug 13, 2019
Stillwater Investment Management LLC 11,458 $653k Jun 30, 2019 Jul 3, 2019
Westbourne Investment Advisors Inc 11,200 $638k Jun 30, 2019 Jul 22, 2019
Malaga COVE Capital LLC 11,035 $629k Jun 30, 2019 Aug 14, 2019
Northside Capital Management LLC 11,016 $628k Jun 30, 2019 Jul 16, 2019
Vista Private Wealth Partners LLC 11,741 $624k Jun 30, 2019 Aug 27, 2019
The Fiduciary Group LLC 10,888 $620k Jun 30, 2019 Aug 14, 2019
Probity Advisors Inc 10,410 $593k Jun 30, 2019 Aug 8, 2019
The Northstar Group Inc 10,245 $584k Jun 30, 2019 Jul 12, 2019
Eagle Ridge Investment Management LLC 10,256 $584k Jun 30, 2019 Aug 1, 2019
Northstar Company LLC 10,245 $584k Jun 30, 2019 Jul 12, 2019
Cambridge Advisors Inc 10,150 $578k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 10,150 $578k Jun 30, 2019 Jul 26, 2019
Lourd Capital LLC 10,067 $574k Jun 30, 2019 Jul 11, 2019
Mitchell Mcleod PUGH & Williams Inc 10,060 $573k Jun 30, 2019 Jul 9, 2019
Midwest Professional Planners Ltd 10,047 $572k Jun 30, 2019 Aug 12, 2019
Formidable Asset Management LLC 12,672 $572k Dec 31, 2018 Feb 6, 2019
IMS Capital Management Inc 9,787 $558k Jun 30, 2019 Aug 14, 2019
Monte Financial Group LLC 9,680 $551k Jun 30, 2019 Aug 7, 2019
Brown Capital Management LLC 9,616 $548k Jun 30, 2019 Aug 13, 2019
Cobiz Wealth LLC 9,597 $547k Jun 30, 2019 Jul 8, 2019
Landmark Financial Advisors LLC 9,613 $547k Jun 30, 2019 Aug 2, 2019
Hunter Associates Investment Management LLC 9,535 $543k Jun 30, 2019 Aug 8, 2019
Strategic Advisors LLC 9,505 $541k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 9,505 $541k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 9,505 $541k Jun 30, 2019 Jul 22, 2019
Founders Capital Management Inc 9,322 $531k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 9,322 $531k Jun 30, 2019 Jul 11, 2019
Mengis Capital Management Inc 9,308 $530k Jun 30, 2019 Jul 18, 2019
Biegel & Waller LLC 9,146 $521k Jun 30, 2019 Jul 23, 2019
Edgemoor Investment Advisors Inc 8,998 $513k Jun 30, 2019 Aug 9, 2019
Bowen Hanes & Co Inc 8,990 $512k Jun 30, 2019 Aug 13, 2019
Northstar Asset Management Inc 8,867 $505k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 8,867 $505k Jun 30, 2019 Jul 16, 2019
SVA Plumb Wealth Management LLC 8,569 $488k Jun 30, 2019 Aug 13, 2019
SAND Hill Global Advisors LLC 8,482 $483k Jun 30, 2019 Aug 13, 2019
Poplar Forest Capital LLC 8,457 $482k Jun 30, 2019 Aug 2, 2019
Dedora Capital Inc 8,469 $482k Jun 30, 2019 Aug 8, 2019
Willow Creek Wealth Management Inc 8,245 $470k Jun 30, 2019 Jul 22, 2019
LBMC Investment Advisors LLC 8,228 $469k Jun 30, 2019 Jul 18, 2019
Becker Capital Management Inc 8,086 $461k Jun 30, 2019 Aug 8, 2019
Davidson Investment Advisors Inc 8,039 $458k Jun 30, 2019 Aug 13, 2019
KMS Financial Services Inc 11,881 $455k Sep 30, 2014 Nov 17, 2014
Howland Capital Management LLC 7,928 $452k Jun 30, 2019 Jul 17, 2019
RB Capital Management LLC 7,896 $450k Jun 30, 2019 Aug 7, 2019
Mirador Capital Partners LP 7,873 $449k Jun 30, 2019 Aug 6, 2019
Folger Nolan Fleming Douglas Capital Management Inc 7,868 $448k Jun 30, 2019 Aug 9, 2019
ORCA Investment Management LLC 7,638 $435k Jun 30, 2019 Jul 17, 2019
Prescott Group Capital Management LLC 7,600 $433k Jun 30, 2019 Aug 9, 2019
Altfest L J & Co Inc 7,523 $429k Jun 30, 2019 Jul 15, 2019
Madison Investment Holdings Inc 7,526 $429k Jun 30, 2019 Aug 13, 2019
North American Management Corp 7,487 $427k Jun 30, 2019 Jul 30, 2019
Private Vista LLC 7,474 $426k Jun 30, 2019 Jul 19, 2019
Altavista Wealth Management Inc 7,280 $415k Jun 30, 2019 Aug 13, 2019
Oak Asset Management LLC 7,145 $412k Jun 30, 2019 Jul 25, 2019
Ridgewood Investments LLC 7,202 $410k Jun 30, 2019 Jul 12, 2019
Stewardship Financial Advisors LLC 7,191 $410k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 7,191 $410k Jun 30, 2019 Aug 12, 2019
Cornell Pochily Investment Advisors Inc 7,121 $406k Jun 30, 2019 Jul 22, 2019
RKL Wealth Management LLC 7,061 $405k Jun 30, 2019 Aug 2, 2019
Riverpoint Wealth Management Holdings LLC 7,107 $405k Jun 30, 2019 Aug 12, 2019
Rodgers Brothers Inc 7,077 $403k Jun 30, 2019 Aug 14, 2019
Driehaus Capital Management LLC 7,048 $402k Jun 30, 2019 Aug 14, 2019
White Lighthouse Investment Management Inc 7,050 $402k Jun 30, 2019 Jul 31, 2019
Congress Park Capital LLC 6,877 $402k Jun 30, 2019 Aug 2, 2019
Grand JEAN Capital Management Inc 7,000 $399k Jun 30, 2019 Aug 13, 2019
LGL Partners LLC 6,910 $394k Jun 30, 2019 Aug 14, 2019
Drexel Morgan & Co 6,896 $393k Jun 30, 2019 Aug 8, 2019
Armbruster Capital Management Inc 6,800 $387k Jun 30, 2019 Jul 18, 2019
Highland Private Wealth Management 6,633 $378k Jun 30, 2019 Aug 13, 2019
Cornerstone Advisory LLC 6,571 $374k Jun 30, 2019 Aug 8, 2019
Grandfield & DODD LLC 6,488 $370k Jun 30, 2019 Jul 29, 2019
Ballast Inc 6,465 $368k Jun 30, 2019 Jul 26, 2019
Modera Wealth Management LLC 6,374 $363k Jun 30, 2019 Aug 7, 2019
Wheatland Advisors Inc 6,350 $362k Jun 30, 2019 Aug 7, 2019
JGP Wealth Management LLC 6,200 $353k Jun 30, 2019 Jul 15, 2019
Cumberland Advisors Inc 6,183 $352k Jun 30, 2019 Jul 11, 2019
Appleton Partners Inc 6,170 $351k Jun 30, 2019 Jul 25, 2019
Clarkston Capital Partners LLC 6,143 $350k Jun 30, 2019 Jul 24, 2019
Hartline Investment Corp 5,898 $336k Jun 30, 2019 Aug 8, 2019
Middleton & Company Inc 5,810 $331k Jun 30, 2019 Jul 25, 2019
Global Endowment Management LP 5,670 $323k Jun 30, 2019 Aug 12, 2019
Dividend Assets Capital LLC 5,617 $320k Jun 30, 2019 Jul 12, 2019
Foster Dykema Cabot & Co Incorporated 5,597 $319k Jun 30, 2019 Aug 6, 2019
Blue CHIP Wealth Management Inc 5,486 $313k Jun 30, 2019 Aug 13, 2019
Summit Financial Group Inc 5,470 $312k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 5,470 $312k Jun 30, 2019 Jul 3, 2019
Affiance Financial LLC 5,443 $310k Jun 30, 2019 Jul 11, 2019
Sigma Investment Counselors Inc 5,363 $306k Jun 30, 2019 Jul 23, 2019
Alesco Advisors LLC 5,328 $304k Jun 30, 2019 Aug 14, 2019
Baring International Investment Ltd 7,412 $300k Jun 30, 2014 Jul 21, 2014
FORT Point Capital Partners LLC 5,252 $299k Jun 30, 2019 Aug 9, 2019
BSW Wealth Partners LLC 5,217 $297k Jun 30, 2019 Aug 13, 2019
Lehman Financial Resources Inc 5,770 $297k Sep 30, 2018 Nov 14, 2018
Blue FIN Capital Inc 5,199 $296k Jun 30, 2019 Jul 22, 2019
Huber Financial Advisors LLC 5,188 $296k Jun 30, 2019 Aug 5, 2019
Independence Advisors LLC 5,084 $290k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 5,084 $290k Jun 30, 2019 Aug 12, 2019
Chatham Capital Group Inc 5,059 $288k Jun 30, 2019 Jul 24, 2019
Vista Investment Management LLC 5,044 $287k Jun 30, 2019 Aug 14, 2019
Newfocus Financial Group LLC 5,017 $286k Jun 30, 2019 Jul 23, 2019
Riverbridge Partners LLC 5,000 $285k Jun 30, 2019 Jul 10, 2019
Brightworth LLC 4,979 $284k Jun 30, 2019 Jul 31, 2019
SFMG LLC 4,814 $282k Jun 30, 2019 Aug 5, 2019
HIGH Falls Advisors Inc 4,787 $273k Jun 30, 2019 Aug 15, 2019
Wilkins Investment Counsel Inc 4,700 $268k Jun 30, 2019 Aug 9, 2019
SRB Corporation 4,703 $268k Jun 30, 2019 Aug 14, 2019
Condor Capital Management 4,649 $265k Jun 30, 2019 Aug 5, 2019
Plancorp LLC 4,649 $265k Jun 30, 2019 Aug 13, 2019
Wiley Bros-Aintree Capital LLC 4,611 $263k Jun 30, 2019 Jul 10, 2019
Badgley Phelps and Bell Inc 4,615 $263k Jun 30, 2019 Jul 30, 2019
Taurus Asset Management LLC 4,600 $262k Jun 30, 2019 Aug 14, 2019
Janney Capital Management LLC 4,569 $260k Jun 30, 2019 Jul 29, 2019
Greatmark Investment Partners Inc 4,540 $259k Jun 30, 2019 Aug 5, 2019
Bridgeworth LLC 4,537 $259k Jun 30, 2019 Jul 25, 2019
Meristem Family Wealth LLC 4,478 $255k Jun 30, 2019 Aug 6, 2019
Toroso Investments LLC 4,403 $250k Jun 30, 2019 Aug 15, 2019
Beese Fulmer Investment Management Inc 4,358 $248k Jun 30, 2019 Jul 5, 2019
Stony Point Wealth Management Inc 4,248 $246k Jun 30, 2019 Jul 23, 2019
BRAY Capital Advisors LLC 4,299 $245k Jun 30, 2019 Jul 29, 2019
Wendell David Associates Inc 4,254 $242k Jun 30, 2019 Jul 16, 2019
Diversified Portfolios Inc 4,250 $242k Jun 30, 2019 Aug 13, 2019
Evermay Wealth Management LLC 4,184 $238k Jun 30, 2019 Jul 23, 2019
Parthenon LLC 4,103 $234k Jun 30, 2019 Jul 29, 2019
Sonata Capital Group Inc 4,100 $234k Jun 30, 2019 Aug 5, 2019
Cipher Capital LP 4,104 $234k Jun 30, 2019 Aug 13, 2019
Foundations Investment Advisors LLC 3,938 $232k Jun 30, 2019 Jul 8, 2019
Aries Wealth Management LLC 3,896 $231k Jun 30, 2019 Jul 15, 2019
Northstar Wealth Partners LLC 4,041 $230k Jun 30, 2019 Aug 15, 2019
Gardner Russo & Gardner LLC 4,000 $228k Jun 30, 2019 Aug 13, 2019
Burleson & Company LLC 4,083 $228k Jun 30, 2019 Aug 5, 2019
Sunbelt Securities Inc 3,964 $226k Jun 30, 2019 Aug 1, 2019
E & G Advisors LP 3,900 $222k Jun 30, 2019 Jul 12, 2019
Valmark Advisers Inc 3,766 $215k Jun 30, 2019 Aug 7, 2019
Tradition Capital Management LLC 3,911 $210k Mar 31, 2019 May 7, 2019
Rossmore Private Capital LLC 3,692 $210k Jun 30, 2019 Aug 5, 2019
Premier Asset Management LLC 3,641 $207k Jun 30, 2019 Aug 7, 2019
Deroy & Devereaux Private Investment Counsel Inc 3,600 $205k Jun 30, 2019 Jul 22, 2019
Fulcrum Capital LLC 3,600 $205k Jun 30, 2019 Jul 29, 2019
Port Capital LLC 3,596 $205k Jun 30, 2019 Aug 14, 2019
Monarch Capital Management Inc 3,580 $204k Jun 30, 2019 Jul 31, 2019
Nicholas Hoffman & Company LLC 3,583 $204k Jun 30, 2019 Aug 12, 2019
Wellesley Investment Partners LLC 3,549 $202k Jun 30, 2019 Aug 5, 2019
F3Logic LLC 3,526 $201k Jun 30, 2019 Aug 2, 2019
Wells Trecaso Financial Group LLC 3,214 $183k Jun 30, 2019 Jul 22, 2019
New England Asset Management Inc 2,770 $158k Jun 30, 2019 Aug 14, 2019
Tortoise Index Solutions LLC 2,226 $127k Jun 30, 2019 Aug 14, 2019
Lifeplan Financial Group Inc 1,977 $113k Jun 30, 2019 Jul 15, 2019
Payden & Rygel 1,500 $85k Jun 30, 2019 Aug 6, 2019
Contravisory Investment Management Inc 1,221 $70k Jun 30, 2019 Jul 9, 2019
Vestor Capital LLC 841 $48k Jun 30, 2019 Aug 6, 2019
Transamerica Financial Advisors Inc 397 $23k Jun 30, 2019 Aug 21, 2019
Cowen Prime Services LLC 394 $22k Jun 30, 2019 Jul 31, 2019
Westchester Capital Management Inc 237 $14k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management LLC 237 $14k Jun 30, 2019 Aug 5, 2019
Larson Financial Group LLC 189 $11k Jun 30, 2019 Jul 16, 2019
HCR Wealth Advisors 84,851 $7k Jun 30, 2019 Jul 25, 2019
Gyroscope Capital Management Group LLC 29,400 $0k Put Jun 30, 2019 Jul 11, 2019

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