PayPal Holdings Inc
(70450Y103)
Funds Reporting Holdings of PayPal Holdings Inc according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Westend Advisors LLC | 293,667 | $33,613,124k | Jun 30, 2019 | Jul 23, 2019 | |
Rmsincerbeaux Capital Management LLC | 56,000 | $6,409,760k | Jun 30, 2019 | Aug 9, 2019 | |
GS Investments Inc | 24,750 | $2,832,885k | Jun 30, 2019 | Aug 9, 2019 | |
Edgewood Management LLC | 16,863,040 | $1,930,144k | Jun 30, 2019 | Aug 12, 2019 | |
Tower Bridge Advisors Inc | 15,850 | $1,814,191k | Jun 30, 2019 | Aug 6, 2019 | |
Alphasimplex Group LLC | 11,336 | $1,297,519k | Jun 30, 2019 | Aug 14, 2019 | |
Polen Capital Management LLC | 7,173,147 | $821,038k | Jun 30, 2019 | Aug 12, 2019 | |
Harding Loevner LP | 6,430,583 | $736,044k | Jun 30, 2019 | Aug 14, 2019 | |
Jackson Square Partners LLC | 5,143,093 | $588,678k | Jun 30, 2019 | Aug 14, 2019 | |
Aristotle Capital Management LLC | 4,993,195 | $571,521k | Jun 30, 2019 | Aug 14, 2019 | |
Investec Asset Management Limited | 4,005,174 | $458,432k | Jun 30, 2019 | Jul 30, 2019 | |
DSM Capital Partners LLC | 3,544,118 | $405,660k | Jun 30, 2019 | Aug 14, 2019 | |
Third Point LLC | 3,500,000 | $400,610k | Jun 30, 2019 | Aug 13, 2019 | |
Brown Brothers Harriman & Co | 2,339,551 | $267,785k | Jun 30, 2019 | Aug 14, 2019 | |
Whale Rock Capital Management LLC | 1,629,645 | $186,529k | Jun 30, 2019 | Aug 14, 2019 | |
Marsico Capital Management LLC | 1,579,266 | $180,763k | Jun 30, 2019 | Aug 14, 2019 | |
Provident Trust Company | 1,507,278 | $172,523k | Jun 30, 2019 | Aug 1, 2019 | |
Hosking Partners LLP | 1,129,244 | $129,253k | Jun 30, 2019 | Aug 13, 2019 | |
Nikko Asset Management Americas Inc | 1,093,002 | $125,105k | Jun 30, 2019 | Jul 29, 2019 | |
SCGE Management LP | 998,000 | $114,231k | Jun 30, 2019 | Aug 14, 2019 | |
First Manhattan Co | 888,973 | $101,751k | Jun 30, 2019 | Aug 16, 2019 | |
Eminence Capital LP | 869,432 | $99,515k | Jun 30, 2019 | Aug 14, 2019 | |
ECHO Street Capital Management LLC | 694,115 | $79,448k | Jun 30, 2019 | Aug 14, 2019 | |
Nitorum Capital LP | 672,441 | $76,968k | Jun 30, 2019 | Aug 14, 2019 | |
Douglas Lane & Associates LLC | 614,632 | $70,351k | Jun 30, 2019 | Jul 8, 2019 | |
Gabelli Funds LLC | 604,989 | $69,247k | Jun 30, 2019 | Aug 2, 2019 | |
Marathon Asset Management LLP | 566,588 | $64,850k | Jun 30, 2019 | Jul 15, 2019 | |
Castle HOOK Partners LP | 540,665 | $61,885k | Jun 30, 2019 | Aug 14, 2019 | |
Motley FOOL Wealth Management LLC | 535,085 | $61,246k | Jun 30, 2019 | Aug 14, 2019 | |
Melvin Capital Management LP | 525,000 | $60,092k | Jun 30, 2019 | Aug 14, 2019 | |
Partner Fund Management LP | 522,446 | $59,799k | Jun 30, 2019 | Aug 14, 2019 | |
AMI Asset Management Corp | 515,006 | $58,948k | Jun 30, 2019 | Aug 5, 2019 | |
Tocqueville Asset Management LP | 505,311 | $57,838k | Jun 30, 2019 | Jul 31, 2019 | |
Coatue Management LLC | 448,173 | $51,298k | Jun 30, 2019 | Aug 14, 2019 | |
Aravt Global LLC | 430,000 | $49,218k | Jun 30, 2019 | Aug 14, 2019 | |
Junto Capital Management LP | 408,027 | $46,703k | Jun 30, 2019 | Aug 14, 2019 | |
Black-And-White Capital LP | 400,000 | $45,784k | Put | Jun 30, 2019 | Aug 14, 2019 |
Columbus Circle Investors | 375,175 | $42,943k | Jun 30, 2019 | Aug 2, 2019 | |
Goodnow Investment Group LLC | 373,774 | $42,782k | Jun 30, 2019 | Aug 14, 2019 | |
The Bollard Group LLC | 339,295 | $38,836k | Jun 30, 2019 | Aug 13, 2019 | |
Atalanta Sosnoff Capital LLC | 323,783 | $37,060k | Jun 30, 2019 | Jul 15, 2019 | |
HHR Asset Management LLC | 320,119 | $36,641k | Jun 30, 2019 | Aug 14, 2019 | |
Dorsey Asset Management LLC | 314,249 | $35,969k | Jun 30, 2019 | Aug 14, 2019 | |
Bloom Tree Partners LLC | 306,892 | $35,127k | Jun 30, 2019 | Aug 13, 2019 | |
RWC Asset Management LLP | 296,604 | $33,950k | Jun 30, 2019 | Aug 13, 2019 | |
Grandfield & DODD LLC | 270,944 | $31,012k | Jun 30, 2019 | Jul 29, 2019 | |
Bowen Hanes & Co Inc | 269,005 | $30,790k | Jun 30, 2019 | Aug 13, 2019 | |
Aureus Asset Management LLC | 267,508 | $30,619k | Jun 30, 2019 | Aug 14, 2019 | |
Steadfast Capital Management LP | 256,312 | $29,337k | Jun 30, 2019 | Aug 14, 2019 | |
Hitchwood Capital Management LP | 250,000 | $28,615k | Jun 30, 2019 | Aug 14, 2019 | |
The Ithaka Group LLC | 246,194 | $28,179k | Jun 30, 2019 | Aug 12, 2019 | |
Thorntree Capital Partners LP | 243,630 | $27,886k | Jun 30, 2019 | Aug 14, 2019 | |
Mawer Investment Management Ltd | 242,469 | $27,753k | Jun 30, 2019 | Aug 6, 2019 | |
Smead Capital Management Inc | 233,942 | $26,777k | Jun 30, 2019 | Jul 26, 2019 | |
Abner Herrman & Brock LLC | 233,465 | $26,722k | Jun 30, 2019 | Jul 19, 2019 | |
Gilder Gagnon HOWE & Co LLC | 217,631 | $24,910k | Jun 30, 2019 | Aug 13, 2019 | |
Marathon Partners Equity Management LLC | 212,500 | $24,323k | Jun 30, 2019 | Aug 14, 2019 | |
The Investment House LLC | 208,995 | $23,922k | Jun 30, 2019 | Aug 5, 2019 | |
Suncoast Equity Management LLC | 195,049 | $22,325k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Investment Services of America Inc | 192,256 | $22,006k | Jun 30, 2019 | Jul 12, 2019 | |
Pacer Advisors Inc | 185,945 | $21,283k | Jun 30, 2019 | Aug 12, 2019 | |
Friess Associates LLC | 173,349 | $19,842k | Jun 30, 2019 | Aug 14, 2019 | |
Schwerin Boyle Capital Management Inc | 171,234 | $19,599k | Jun 30, 2019 | Aug 13, 2019 | |
Scopus Asset Management LP | 170,646 | $19,532k | Jun 30, 2019 | Aug 14, 2019 | |
Badgley Phelps and Bell Inc | 166,516 | $19,059k | Jun 30, 2019 | Jul 30, 2019 | |
Lucha Capital Management LP | 161,861 | $18,527k | Jun 30, 2019 | Aug 14, 2019 | |
White ELM Capital LLC | 160,400 | $18,359k | Jun 30, 2019 | Aug 14, 2019 | |
Crosslink Capital Inc | 153,920 | $17,618k | Jun 30, 2019 | Aug 13, 2019 | |
ARK Investment Management LLC | 152,299 | $17,432k | Jun 30, 2019 | Jul 30, 2019 | |
Sustainable Growth Advisers LP | 146,930 | $16,818k | Jun 30, 2019 | Aug 12, 2019 | |
CIM LLC | 134,914 | $15,442k | Jun 30, 2019 | Jul 22, 2019 | |
QS Investors LLC | 131,345 | $15,034k | Jun 30, 2019 | Aug 14, 2019 | |
Marble Harbor Investment Counsel LLC | 129,862 | $14,864k | Jun 30, 2019 | Aug 7, 2019 | |
Klingenstein Fields & Co LLC | 125,999 | $14,422k | Jun 30, 2019 | Aug 12, 2019 | |
Thames Capital Management LLC | 125,360 | $14,349k | Jun 30, 2019 | Aug 14, 2019 | |
ARS Investment Partners LLC | 124,469 | $14,247k | Jun 30, 2019 | Aug 12, 2019 | |
Taylor Wealth Management Partners LLC | 122,742 | $14,049k | Jun 30, 2019 | Jul 17, 2019 | |
Thornburg Investment Management Inc | 119,077 | $13,630k | Jun 30, 2019 | Aug 6, 2019 | |
Mcrae Capital Management Inc | 118,190 | $13,528k | Jun 30, 2019 | Jul 29, 2019 | |
Cohen Klingenstein LLC | 117,417 | $13,440k | Jun 30, 2019 | Jul 15, 2019 | |
South Street Advisors LLC | 117,415 | $13,439k | Jun 30, 2019 | Jul 22, 2019 | |
Motley FOOL Asset Management LLC | 115,900 | $13,266k | Jun 30, 2019 | Aug 14, 2019 | |
Premier Asset Management LLC | 115,508 | $13,221k | Jun 30, 2019 | Aug 7, 2019 | |
Maytech Global Investments LLC | 103,174 | $11,809k | Jun 30, 2019 | Aug 12, 2019 | |
Shikiar Asset Management Inc | 97,560 | $11,167k | Jun 30, 2019 | Jul 25, 2019 | |
Bluemar Capital Management LLC | 96,873 | $11,088k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Inc | 96,383 | $11,032k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Corp | 96,383 | $11,032k | Jun 30, 2019 | Aug 14, 2019 | |
Stieven Capital Advisors LP | 96,200 | $11,011k | Jun 30, 2019 | Aug 9, 2019 | |
Stevens First Principles Investment Advisors | 94,241 | $10,787k | Jun 30, 2019 | Jul 22, 2019 | |
Baltimore-Washington Financial Advisors Inc | 91,292 | $10,449k | Jun 30, 2019 | Jul 25, 2019 | |
Riverpark Capital Management LLC | 90,335 | $10,340k | Jun 30, 2019 | Aug 13, 2019 | |
Jasper Ridge Partners LP | 88,339 | $10,111k | Jun 30, 2019 | Aug 9, 2019 | |
Dillon & Associates Inc | 84,874 | $9,676k | Jun 30, 2019 | Jul 22, 2019 | |
Isthmus Partners LLC | 82,085 | $9,395k | Jun 30, 2019 | Aug 9, 2019 | |
Zevenbergen Capital Investments LLC | 75,900 | $8,688k | Jun 30, 2019 | Aug 13, 2019 | |
Robertson Opportunity Capital LLC | 75,800 | $8,676k | Jun 30, 2019 | Aug 14, 2019 | |
Berkshire Capital Holdings Inc | 74,830 | $8,565k | Jun 30, 2019 | Aug 13, 2019 | |
Centre Asset Management LLC | 74,430 | $8,519k | Jun 30, 2019 | Jul 15, 2019 | |
Private Wealth Partners LLC | 74,367 | $8,512k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 74,367 | $8,512k | Jun 30, 2019 | Aug 6, 2019 | |
Oak Ridge Investments LLC | 74,241 | $8,498k | Jun 30, 2019 | Aug 14, 2019 | |
Sentry Investment Management LLC | 73,095 | $8,366k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 73,095 | $8,366k | Jun 30, 2019 | Aug 12, 2019 | |
YHB Investment Advisors Inc | 67,289 | $7,702k | Jun 30, 2019 | Jul 15, 2019 | |
Marvin & Palmer Associates | 66,758 | $7,641k | Jun 30, 2019 | Aug 19, 2019 | |
Lyell Wealth Management LP | 66,566 | $7,619k | Jun 30, 2019 | Aug 1, 2019 | |
Wafra Inc | 66,467 | $7,608k | Jun 30, 2019 | Aug 14, 2019 | |
Tiger EYE Capital LLC | 65,678 | $7,518k | Jun 30, 2019 | Aug 14, 2019 | |
Dupont Capital Management Corp | 63,815 | $7,304k | Jun 30, 2019 | Jul 30, 2019 | |
Avalon Global Asset Management LLC | 62,400 | $7,142k | Jun 30, 2019 | Aug 14, 2019 | |
Barometer Capital Management Inc | 62,212 | $7,121k | Jun 30, 2019 | Aug 13, 2019 | |
Hartline Investment Corp | 62,058 | $7,103k | Jun 30, 2019 | Aug 8, 2019 | |
Nippon Life Global Investors Americas Inc | 60,370 | $6,910k | Jun 30, 2019 | Jul 23, 2019 | |
Marietta Investment Partners LLC | 60,132 | $6,883k | Jun 30, 2019 | Aug 13, 2019 | |
Appleton Partners Inc | 59,645 | $6,827k | Jun 30, 2019 | Jul 25, 2019 | |
Night OWL Capital Management LLC | 57,779 | $6,613k | Jun 30, 2019 | Aug 14, 2019 | |
Sitrin Capital Management LLC | 57,517 | $6,583k | Jun 30, 2019 | Jul 17, 2019 | |
Vision Capital Management Inc | 53,585 | $6,133k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 53,585 | $6,133k | Jun 30, 2019 | Jul 29, 2019 | |
Northstar Investment Advisors LLC | 53,204 | $6,090k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 53,204 | $6,090k | Jun 30, 2019 | Jul 17, 2019 | |
Spark Investment Management LLC | 50,900 | $5,826k | Jun 30, 2019 | Aug 12, 2019 | |
Greatmark Investment Partners Inc | 50,833 | $5,818k | Jun 30, 2019 | Aug 5, 2019 | |
BECK Capital Management LLC | 50,611 | $5,793k | Jun 30, 2019 | Aug 14, 2019 | |
Prana Capital Management LP | 50,249 | $5,752k | Jun 30, 2019 | Aug 14, 2019 | |
Marco Investment Management LLC | 49,612 | $5,679k | Jun 30, 2019 | Aug 6, 2019 | |
Prospector Partners LLC | 49,100 | $5,620k | Jun 30, 2019 | Aug 14, 2019 | |
Guinness Atkinson Asset Management Inc | 48,427 | $5,543k | Jun 30, 2019 | Jul 26, 2019 | |
Mccollum Christoferson Group LLC | 47,215 | $5,404k | Jun 30, 2019 | Jul 11, 2019 | |
Wedgewood Partners Inc | 46,971 | $5,376k | Jun 30, 2019 | Aug 14, 2019 | |
Riverpark Advisors LLC | 46,971 | $5,376k | Jun 30, 2019 | Aug 13, 2019 | |
Dodge & COX | 45,221 | $5,176k | Jun 30, 2019 | Aug 13, 2019 | |
Progressive Investment Management Corporation | 45,098 | $5,162k | Jun 30, 2019 | Aug 12, 2019 | |
Thompson Investment Management Inc | 44,884 | $5,137k | Jun 30, 2019 | Aug 7, 2019 | |
Middleton & Company Inc | 43,724 | $5,005k | Jun 30, 2019 | Jul 25, 2019 | |
Maltese Capital Management LLC | 42,500 | $4,865k | Jun 30, 2019 | Aug 14, 2019 | |
Condor Capital Management | 42,213 | $4,832k | Jun 30, 2019 | Aug 5, 2019 | |
Mitchell Capital Management Co | 40,330 | $4,616k | Jun 30, 2019 | Jul 24, 2019 | |
Firsthand Capital Management Inc | 40,000 | $4,578k | Jun 30, 2019 | Aug 14, 2019 | |
Fulcrum Capital LLC | 39,493 | $4,520k | Jun 30, 2019 | Jul 29, 2019 | |
Allen Investment Management LLC | 39,454 | $4,516k | Jun 30, 2019 | Aug 12, 2019 | |
Bourgeon Capital Management LLC | 38,914 | $4,454k | Jun 30, 2019 | Jul 18, 2019 | |
Broadleaf Partners LLC | 36,843 | $4,217k | Jun 30, 2019 | Jul 19, 2019 | |
EFG Asset Management Americas Corp | 36,001 | $4,121k | Jun 30, 2019 | Jul 9, 2019 | |
Kayak Investment Partners LLC | 34,050 | $3,897k | Jun 30, 2019 | Aug 14, 2019 | |
Provident Investment Management Inc | 34,000 | $3,892k | Jun 30, 2019 | Aug 8, 2019 | |
Pacific Global Investment Management Co | 33,433 | $3,827k | Jun 30, 2019 | Aug 14, 2019 | |
SAND Hill Global Advisors LLC | 31,099 | $3,560k | Jun 30, 2019 | Aug 13, 2019 | |
Covey Capital Advisors LLC | 30,750 | $3,520k | Jun 30, 2019 | Aug 8, 2019 | |
ODEY Asset Management LLP | 30,000 | $3,434k | Jun 30, 2019 | Aug 14, 2019 | |
Vestor Capital LLC | 29,488 | $3,375k | Jun 30, 2019 | Aug 6, 2019 | |
New England Asset Management Inc | 29,004 | $3,320k | Jun 30, 2019 | Aug 14, 2019 | |
Brasada Capital Management LP | 28,091 | $3,285k | Jun 30, 2019 | Aug 7, 2019 | |
Port Capital LLC | 28,081 | $3,214k | Jun 30, 2019 | Aug 14, 2019 | |
Telos Capital Management Inc | 27,875 | $3,191k | Jun 30, 2019 | Jul 19, 2019 | |
GHP Investment Advisors Inc | 27,081 | $3,100k | Jun 30, 2019 | Aug 2, 2019 | |
Pictet North America Advisors SA | 27,052 | $3,096k | Jun 30, 2019 | Aug 7, 2019 | |
Otter Creek Advisors LLC | 26,983 | $3,088k | Jun 30, 2019 | Aug 14, 2019 | |
Lejeune Puetz Investment Counsel | 26,335 | $3,014k | Jun 30, 2019 | Jul 29, 2019 | |
Pinkerton Retirement Specialists LLC | 26,268 | $3,007k | Jun 30, 2019 | Aug 6, 2019 | |
Tower VIEW Investment Management & Research LLC | 24,705 | $2,828k | Jun 30, 2019 | Jul 17, 2019 | |
Hennessy Advisors Inc | 23,690 | $2,712k | Jun 30, 2019 | Jul 11, 2019 | |
Bell & Brown Wealth Advisors LLC | 22,956 | $2,628k | Jun 30, 2019 | Aug 6, 2019 | |
Beech Hill Advisors Inc | 22,690 | $2,597k | Jun 30, 2019 | Jul 15, 2019 | |
Salem Capital Management Inc | 22,200 | $2,541k | Jun 30, 2019 | Jul 9, 2019 | |
Osborne Partners Capital Management LLC | 21,940 | $2,511k | Jun 30, 2019 | Jul 18, 2019 | |
Westbourne Investment Advisors Inc | 21,827 | $2,498k | Jun 30, 2019 | Jul 22, 2019 | |
SVA Plumb Wealth Management LLC | 21,533 | $2,465k | Jun 30, 2019 | Aug 13, 2019 | |
Poehling Capital Management Inc | 20,008 | $2,290k | Jun 30, 2019 | Aug 9, 2019 | |
The Rikoon Group LLC | 19,893 | $2,277k | Jun 30, 2019 | Aug 6, 2019 | |
Integre Asset Management LLC | 19,801 | $2,266k | Jun 30, 2019 | Aug 14, 2019 | |
SOL Capital Management Co | 19,304 | $2,210k | Jun 30, 2019 | Jul 17, 2019 | |
Quadrant Capital Management LLC | 19,208 | $2,199k | Jun 30, 2019 | Aug 8, 2019 | |
Prelude Capital Management LLC | 19,000 | $2,175k | Put | Jun 30, 2019 | Aug 14, 2019 |
Strategic Capital Advisers Inc | 18,511 | $2,119k | Jun 30, 2019 | Jul 30, 2019 | |
Sovarnum Capital LP | 18,000 | $2,060k | Jun 30, 2019 | Aug 14, 2019 | |
Blue FIN Capital Inc | 17,864 | $2,044k | Jun 30, 2019 | Jul 22, 2019 | |
Sander Capital Advisors Inc | 16,828 | $1,921k | Jun 30, 2019 | Jul 25, 2019 | |
Platinum Investment Management Limited | 16,437 | $1,881k | Jun 30, 2019 | Aug 14, 2019 | |
American Financial Advisors Inc | 16,320 | $1,868k | Jun 30, 2019 | Aug 12, 2019 | |
American Trust Investment Advisors LLC | 16,320 | $1,868k | Jun 30, 2019 | Aug 12, 2019 | |
American Financial Advisors LLC | 16,320 | $1,868k | Jun 30, 2019 | Aug 12, 2019 | |
IMS Capital Management Inc | 15,703 | $1,797k | Jun 30, 2019 | Aug 14, 2019 | |
Nicholas Investment Partners LP | 15,664 | $1,793k | Jun 30, 2019 | Aug 9, 2019 | |
LONG ROAD Investment Counsel LLC | 15,000 | $1,717k | Jun 30, 2019 | Aug 9, 2019 | |
SELZ Capital LLC | 15,000 | $1,716k | Jun 30, 2019 | Jul 18, 2019 | |
Zevin Asset Management LLC | 14,991 | $1,716k | Jun 30, 2019 | Aug 6, 2019 | |
Waverton Investment Management Limited | 14,985 | $1,715k | Jun 30, 2019 | Jul 17, 2019 | |
Guardian Investment Management LLC | 14,914 | $1,707k | Jun 30, 2019 | Aug 16, 2019 | |
Boothe Investment Group Inc | 14,890 | $1,704k | Jun 30, 2019 | Jul 2, 2019 | |
Sandell Asset Management Corp | 14,300 | $1,637k | Jun 30, 2019 | Aug 14, 2019 | |
Chelsea Counsel Company | 19,530 | $1,626k | Jun 30, 2018 | Oct 3, 2018 | |
Cottage Street Advisors LLC | 14,180 | $1,623k | Jun 30, 2019 | Aug 2, 2019 | |
Granite Group Advisors LLC | 13,860 | $1,586k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 13,860 | $1,586k | Jun 30, 2019 | Jul 23, 2019 | |
Krueger & Catalano Capital Partners LLC | 13,130 | $1,503k | Jun 30, 2019 | Jul 22, 2019 | |
DUFF & Phelps Investment Management Co | 12,930 | $1,480k | Jun 30, 2019 | Aug 2, 2019 | |
Biltmore Family Office LLC | 12,721 | $1,456k | Jun 30, 2019 | Jul 31, 2019 | |
Kingfisher Capital LLC | 12,558 | $1,437k | Jun 30, 2019 | Aug 14, 2019 | |
S & Co Inc | 12,432 | $1,423k | Jun 30, 2019 | Jul 23, 2019 | |
Crystal Rock Capital Management LLC | 12,000 | $1,374k | Jun 30, 2019 | Aug 9, 2019 | |
The Northstar Group Inc | 11,828 | $1,353k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 11,828 | $1,353k | Jun 30, 2019 | Jul 12, 2019 | |
Acadian Asset Management LLC | 11,287 | $1,292k | Jun 30, 2019 | Aug 8, 2019 | |
Archon Partners LLC | 11,000 | $1,259k | Jun 30, 2019 | Aug 14, 2019 | |
KJ Harrison & Partners USA Inc | 11,000 | $1,259k | Jun 30, 2019 | Aug 5, 2019 | |
Keeley-Teton Advisors LLC | 10,894 | $1,247k | Jun 30, 2019 | Aug 12, 2019 | |
Daiwa SB Investments USA Ltd | 12,000 | $1,246k | Mar 31, 2019 | Apr 18, 2019 | |
Daiwa SB Investments Ltd | 12,000 | $1,246k | Mar 31, 2019 | Apr 18, 2019 | |
Probity Advisors Inc | 10,816 | $1,238k | Jun 30, 2019 | Aug 8, 2019 | |
Oarsman Capital Inc | 10,747 | $1,230k | Jun 30, 2019 | Aug 13, 2019 | |
Abbrea Capital LLC | 10,702 | $1,225k | Jun 30, 2019 | Jul 31, 2019 | |
NEXT Century Growth Investors LLC | 10,639 | $1,217k | Jun 30, 2019 | Aug 14, 2019 | |
Formidable Asset Management LLC | 14,357 | $1,208k | Dec 31, 2018 | Feb 6, 2019 | |
The Rock Creek Group LP | 10,122 | $1,159k | Jun 30, 2019 | Aug 14, 2019 | |
Private Harbour Investment Management & Counsel LLC | 9,905 | $1,134k | Jun 30, 2019 | Aug 6, 2019 | |
DSC Advisors LP | 9,770 | $1,118k | Jun 30, 2019 | Aug 14, 2019 | |
Calamos Wealth Management LLC | 9,193 | $1,052k | Jun 30, 2019 | Aug 7, 2019 | |
Traynor Capital Management Inc | 8,949 | $1,029k | Jun 30, 2019 | Jul 26, 2019 | |
Doliver Capital Advisors LP | 8,979 | $1,028k | Jun 30, 2019 | Jul 25, 2019 | |
Accuvest Global Advisors | 8,981 | $1,028k | Jun 30, 2019 | Jul 17, 2019 | |
Buckley Wealth Management LLC | 8,985 | $1,028k | Jun 30, 2019 | Jul 19, 2019 | |
Altman Advisors Inc | 8,366 | $958k | Jun 30, 2019 | Jul 12, 2019 | |
First Pacific Advisors LP | 8,300 | $950k | Jun 30, 2019 | Aug 14, 2019 | |
Clear Perspective Advisors LLC | 8,121 | $930k | Jun 30, 2019 | Aug 12, 2019 | |
Capital Investment Counsel Inc | 8,100 | $927k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Counsel LLC | 8,100 | $927k | Jun 30, 2019 | Jul 26, 2019 | |
Perritt Capital Management Inc | 8,074 | $924k | Jun 30, 2019 | Aug 13, 2019 | |
Alphastar Capital Management LLC | 7,940 | $909k | Jun 30, 2019 | Aug 14, 2019 | |
Plancorp LLC | 7,783 | $891k | Jun 30, 2019 | Aug 13, 2019 | |
Northwest Investment Counselors LLC | 7,512 | $860k | Jun 30, 2019 | Jul 25, 2019 | |
Gyroscope Capital Management Group LLC | 7,337 | $860k | Jun 30, 2019 | Jul 11, 2019 | |
Blue CHIP Wealth Management Inc | 6,879 | $787k | Jun 30, 2019 | Aug 13, 2019 | |
SFE Investment Counsel Inc | 6,855 | $785k | Jun 30, 2019 | Jul 26, 2019 | |
Bridgecreek Investment Management LLC | 6,675 | $764k | Jun 30, 2019 | Aug 14, 2019 | |
MRAZ Amerine & Associates Inc | 6,673 | $764k | Jun 30, 2019 | Aug 2, 2019 | |
Mitchell Mcleod PUGH & Williams Inc | 6,614 | $757k | Jun 30, 2019 | Jul 9, 2019 | |
Main Street Research LLC | 6,599 | $755k | Jun 30, 2019 | Aug 8, 2019 | |
Fernwood Investment Management LLC | 6,600 | $755k | Jun 30, 2019 | Aug 1, 2019 | |
Family Legacy Inc | 6,574 | $752k | Jun 30, 2019 | Jul 25, 2019 | |
Caxton Associates LP | 6,510 | $745k | Jun 30, 2019 | Aug 14, 2019 | |
OFI Advisors LLC | 22,895 | $711k | Sep 30, 2015 | Nov 16, 2015 | |
Chickasaw Capital Management LLC | 6,185 | $708k | Jun 30, 2019 | Jul 15, 2019 | |
Cornerstone Advisory LLC | 6,183 | $708k | Jun 30, 2019 | Aug 8, 2019 | |
West Branch Capital LLC | 6,124 | $701k | Jun 30, 2019 | Aug 5, 2019 | |
Shepherd Kaplan Krochuk LLC | 5,969 | $683k | Jun 30, 2019 | Aug 12, 2019 | |
Wellington Shields & Co LLC | 5,750 | $658k | Jun 30, 2019 | Aug 8, 2019 | |
Overbrook Management Corporation | 5,676 | $650k | Jun 30, 2019 | Aug 13, 2019 | |
Wiley Bros-Aintree Capital LLC | 5,565 | $637k | Jun 30, 2019 | Jul 10, 2019 | |
Apriem Advisors | 5,335 | $611k | Jun 30, 2019 | Aug 14, 2019 | |
Bingham Osborn & Scarborough LLC | 5,169 | $592k | Jun 30, 2019 | Aug 2, 2019 | |
Johanson Financial Advisors Inc | 5,113 | $587k | Jun 30, 2019 | Jul 29, 2019 | |
Howland Capital Management LLC | 5,124 | $586k | Jun 30, 2019 | Jul 17, 2019 | |
Campbell & Company Investment Adviser LLC | 5,095 | $583k | Jun 30, 2019 | Jul 10, 2019 | |
Castle Rock Wealth Management LLC | 4,950 | $571k | Jun 30, 2019 | Aug 8, 2019 | |
SWS Partners LLC | 4,744 | $569k | Jun 30, 2019 | Aug 13, 2019 | |
Intersect Capital LLC | 4,795 | $549k | Jun 30, 2019 | Aug 9, 2019 | |
Bigelow Investment Advisors LLC | 4,771 | $546k | Jun 30, 2019 | Jul 17, 2019 | |
Successful Portfolios LLC | 4,739 | $542k | Jun 30, 2019 | Jul 11, 2019 | |
Interocean Capital LLC | 4,680 | $536k | Jun 30, 2019 | Aug 13, 2019 | |
Argus Investors' Counsel Inc | 4,544 | $520k | Jun 30, 2019 | Jul 10, 2019 | |
Boyar Asset Management Inc | 4,469 | $511k | Jun 30, 2019 | Aug 6, 2019 | |
BFSG LLC | 4,373 | $501k | Jun 30, 2019 | Jul 30, 2019 | |
Ausdal Financial Partners Inc | 4,343 | $487k | Jun 30, 2019 | Aug 5, 2019 | |
West Chester Capital Advisors Inc | 4,220 | $483k | Jun 30, 2019 | Jul 30, 2019 | |
LVW Advisors LLC | 4,148 | $475k | Jun 30, 2019 | Aug 14, 2019 | |
Gagnon Securities LLC | 3,792 | $434k | Jun 30, 2019 | Aug 12, 2019 | |
Legacy Capital Partners Inc | 3,740 | $428k | Jun 30, 2019 | Jul 16, 2019 | |
Cipher Capital LP | 3,727 | $427k | Jun 30, 2019 | Aug 13, 2019 | |
Acorn Advisory Capital LP | 3,700 | $424k | Jun 30, 2019 | Aug 13, 2019 | |
Accredited Investors Inc | 3,573 | $409k | Jun 30, 2019 | Aug 13, 2019 | |
Selway Asset Management Inc | 3,565 | $408k | Jun 30, 2019 | Jul 30, 2019 | |
Drexel Morgan & Co | 3,520 | $403k | Jun 30, 2019 | Aug 8, 2019 | |
JGP Wealth Management LLC | 3,488 | $399k | Jun 30, 2019 | Jul 15, 2019 | |
GM Advisory Group Inc | 3,456 | $396k | Jun 30, 2019 | Aug 9, 2019 | |
HGI Capital Management LLC | 3,450 | $395k | Jun 30, 2019 | Jul 26, 2019 | |
Guardian Capital LP | 3,446 | $394k | Jun 30, 2019 | Aug 14, 2019 | |
The Fiduciary Group LLC | 3,392 | $388k | Jun 30, 2019 | Aug 14, 2019 | |
Punch & Associates Investment Management Inc | 3,348 | $383k | Jun 30, 2019 | Aug 14, 2019 | |
Grassi Investment Management LLC | 3,300 | $378k | Jun 30, 2019 | Jul 10, 2019 | |
Meristem Family Wealth LLC | 3,302 | $378k | Jun 30, 2019 | Aug 6, 2019 | |
Teewinot Capital Advisers LLC | 3,300 | $378k | Jun 30, 2019 | Aug 15, 2019 | |
Oak Asset Management LLC | 3,182 | $378k | Jun 30, 2019 | Jul 25, 2019 | |
Pagnatokarp Partners LLC | 3,277 | $375k | Jun 30, 2019 | Aug 8, 2019 | |
Rossmore Private Capital LLC | 3,236 | $370k | Jun 30, 2019 | Aug 5, 2019 | |
Monte Financial Group LLC | 3,166 | $362k | Jun 30, 2019 | Aug 7, 2019 | |
Green Square Capital LLC | 3,054 | $350k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Sense Advisors Inc | 3,046 | $349k | Jun 30, 2019 | Aug 2, 2019 | |
Biltmore Wealth Management LLC | 3,051 | $349k | Jun 30, 2019 | Jul 23, 2019 | |
Bramshill Investments LLC | 3,035 | $347k | Jun 30, 2019 | Aug 14, 2019 | |
F3Logic LLC | 3,001 | $344k | Jun 30, 2019 | Aug 2, 2019 | |
Schwartz Investment Counsel Inc | 3,000 | $343k | Jun 30, 2019 | Jul 24, 2019 | |
Cambridge Advisors Inc | 2,989 | $342k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 2,989 | $342k | Jun 30, 2019 | Jul 26, 2019 | |
HCR Wealth Advisors | 2,848 | $326k | Jun 30, 2019 | Jul 25, 2019 | |
Point72 Asset Management LP | 2,800 | $320k | Jun 30, 2019 | Aug 14, 2019 | |
The WEIL Company | 2,775 | $318k | Jun 30, 2019 | Aug 12, 2019 | |
Wendell David Associates Inc | 2,640 | $302k | Jun 30, 2019 | Jul 16, 2019 | |
Lucia Wealth Services LLC | 2,615 | $299k | Jun 30, 2019 | Jul 23, 2019 | |
Terra NOVA Asset Management LLC | 3,465 | $291k | Dec 31, 2018 | Feb 15, 2019 | |
Hunter Associates Investment Management LLC | 2,480 | $284k | Jun 30, 2019 | Aug 8, 2019 | |
Lenox Wealth Advisors LLC | 2,449 | $280k | Jun 30, 2019 | Jul 12, 2019 | |
Strategic Advisors LLC | 2,247 | $257k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 2,247 | $257k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 2,247 | $257k | Jun 30, 2019 | Jul 22, 2019 | |
Parthenon LLC | 2,182 | $250k | Jun 30, 2019 | Jul 29, 2019 | |
Capital Planning Advisors LLC | 2,183 | $250k | Jun 30, 2019 | Aug 9, 2019 | |
Cypress Capital Management LLC | 2,130 | $244k | Jun 30, 2019 | Aug 5, 2019 | |
Mcguire Investment Group LLC | 2,130 | $244k | Jun 30, 2019 | Jul 25, 2019 | |
Family Management Corporation | 2,128 | $244k | Jun 30, 2019 | Aug 14, 2019 | |
Altavista Wealth Management Inc | 2,124 | $243k | Jun 30, 2019 | Aug 13, 2019 | |
Tradition Capital Management LLC | 2,265 | $235k | Mar 31, 2019 | May 7, 2019 | |
Rodgers Brothers Inc | 2,020 | $231k | Jun 30, 2019 | Aug 14, 2019 | |
Bigsur Wealth Management LLC | 2,000 | $230k | Jun 30, 2019 | Jul 5, 2019 | |
Arlington Partners LLC | 2,000 | $229k | Jun 30, 2019 | Jul 10, 2019 | |
Twin Focus Capital Partners LLC | 2,000 | $229k | Jun 30, 2019 | Aug 14, 2019 | |
GFS Advisors LLC | 1,940 | $222k | Jun 30, 2019 | Aug 1, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 1,900 | $217k | Jun 30, 2019 | Jul 15, 2019 | |
Lourd Capital LLC | 1,886 | $216k | Jun 30, 2019 | Jul 11, 2019 | |
Torray LLC | 1,880 | $215k | Jun 30, 2019 | Aug 8, 2019 | |
East Coast Asset Management LLC | 1,857 | $213k | Jun 30, 2019 | Aug 14, 2019 | |
Lexaurum Advisors LLC | 1,853 | $212k | Jun 30, 2019 | Jul 19, 2019 | |
Somerset Group LLC | 1,817 | $208k | Jun 30, 2019 | Aug 12, 2019 | |
Retirement Capital Strategies Inc | 1,800 | $207k | Jun 30, 2019 | Aug 2, 2019 | |
KARP Capital Management Corporation | 1,794 | $205k | Jun 30, 2019 | Aug 8, 2019 | |
Tortoise Index Solutions LLC | 1,760 | $201k | Jun 30, 2019 | Aug 14, 2019 | |
Highland Private Wealth Management | 1,603 | $183k | Jun 30, 2019 | Aug 13, 2019 | |
Stephens Investment Management Group LLC | 1,511 | $173k | Jun 30, 2019 | Aug 1, 2019 | |
Acropolis Investment Management LLC | 1,263 | $145k | Jun 30, 2019 | Jul 11, 2019 | |
West Oak Capital LLC | 1,200 | $137k | Jun 30, 2019 | Jul 12, 2019 | |
Cowen Prime Services LLC | 1,034 | $118k | Jun 30, 2019 | Jul 31, 2019 | |
New Potomac Partners LLC | 825 | $94k | Jun 30, 2019 | Jul 26, 2019 | |
FFCM LLC | 308 | $35k | Jun 30, 2019 | Jul 30, 2019 | |
Avondale Wealth Management LLC | 150 | $17k | Jun 30, 2019 | Jul 26, 2019 | |
Financial Advantage Inc | 100 | $11k | Jun 30, 2019 | Jul 23, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 80 | $9k | Jun 30, 2019 | Aug 14, 2019 | |
RB Capital Management LLC | 200 | $0k | Call | Jun 30, 2019 | Aug 7, 2019 |
Independent Advisor Alliance LLC | 2,197 | $0k | Jun 30, 2019 | Aug 12, 2019 |