Vault-13

JEFFERIES FINL GROUP INC JEF

COM · Common Stock · CUSIP 47233W109 · ISIN US47233W1099

American financial services company

566 institutional holders -18 vs Q4 2024
142,634,384142.6m shares reported held*
69.2% of all shares outstanding*
$7.6bnreported value*
82 new 171 added 214 reduced 97 sold out net sold ≈ $529.3m (-9.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.1m this quarter). Holder counts are more reliable. Shares outstanding: 206.3m as of 2025-03-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $53.54. Options: 21 managers hold calls ($94.2m notional), 20 hold puts ($55.6m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 424Q4 22: 471Q1 23: 465Q2 23: 429Q3 23: 440Q4 23: 475Q1 24: 480Q2 24: 493Q3 24: 534Q4 24: 584Q1 25: 566566Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022424
Q4 2022471
Q1 2023465
Q2 2023429
Q3 2023440
Q4 2023475
Q1 2024480
Q2 2024493
Q3 2024534
Q4 2024584
Q1 2025566

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 170 bought or addedQ2 23: 232 cut or sold outQ3 23: 175 bought or addedQ3 23: 198 cut or sold outQ3 23Q4 23: 181 bought or addedQ4 23: 214 cut or sold outQ1 24: 199 bought or addedQ1 24: 213 cut or sold outQ1 24Q2 24: 220 bought or addedQ2 24: 198 cut or sold outQ3 24: 221 bought or addedQ3 24: 241 cut or sold outQ3 24Q4 24: 248 bought or addedQ4 24: 261 cut or sold outQ1 25: 253 bought or addedQ1 25: 311 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023170232
Q3 2023175198
Q4 2023181214
Q1 2024199213
Q2 2024220198
Q3 2024221241
Q4 2024248261
Q1 2025253311

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ2 24 calls: $26.5mQ2 24 puts: $13.7mQ2 24P/C 0.52Q3 24 calls: $126.3mQ3 24 puts: $52.5mQ3 24P/C 0.42Q4 24 calls: $99.3mQ4 24 puts: $52.8mQ4 24P/C 0.53Q1 25 calls: $94.2mQ1 25 puts: $55.6mQ1 25P/C 0.59
Numbers
QuarterCallsPutsP/C
Q2 2024$26.5m$13.7m0.52
Q3 2024$126.3m$52.5m0.42
Q4 2024$99.3m$52.8m0.53
Q1 2025$94.2m$55.6m0.59

Biggest buyers

NORGES BANK Added +1,666,660+1.7m
MILLENNIUM MANAGEMENT LLC Added +1,499,563+1.5m
JPMORGAN CHASE & CO Added +1,184,822+1.2m
Qube Research & Technologies Ltd Added +949,102+949.1k
ALLIANCEBERNSTEIN L.P. Added +819,594+819.6k
RENAISSANCE TECHNOLOGIES LLC New +678,437+678.4k
BARCLAYS PLC Added +666,894+666.9k
Fisher Asset Management, LLC Added +655,315+655.3k
Freestone Grove Partners LP New +595,137+595.1k
CITADEL ADVISORS LLC Added +427,846+427.8k

Biggest sellers

CITIGROUP INC Reduced -7,515,314-7.5m
FMR LLC Reduced -4,632,754-4.6m
Invesco Ltd. Reduced -3,209,959-3.2m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -1,720,327-1.7m
Artemis Investment Management LLP Reduced -944,762-944.8k
MILLER HOWARD INVESTMENTS INC /NY Reduced -797,841-797.8k
DIMENSIONAL FUND ADVISORS LP Reduced -523,941-523.9k
NEUBERGER BERMAN GROUP LLC Reduced -521,359-521.4k
MORGAN STANLEY Reduced -430,338-430.3k
Assenagon Asset Management S.A. Reduced -400,912-400.9k

Biggest calls

Twin Tree Management, LP New $26.1m486.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $12.6m234.8k shares
CITADEL ADVISORS LLC Added $8.8m163.9k shares
JANE STREET GROUP, LLC Reduced $6.4m118.8k shares
Balyasny Asset Management L.P. New $6.0m111.1k shares
CAPITAL FUND MANAGEMENT S.A. Added $5.7m105.9k shares
IMC-Chicago, LLC Added $4.2m78.9k shares
WOLVERINE TRADING, LLC New $4.1m78.7k shares
GROUP ONE TRADING LLC Added $3.5m64.5k shares
D. E. Shaw & Co., Inc. Reduced $3.4m62.7k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $12.9m240.5k shares
Twin Tree Management, LP New $9.9m185.3k shares
CITADEL ADVISORS LLC Added $9.8m183.7k shares
SIMPLEX TRADING, LLC Added $3.3m61.2k shares
JANE STREET GROUP, LLC Added $2.6m49.3k shares
WOLVERINE TRADING, LLC New $2.6m48.9k shares
IMC-Chicago, LLC Added $2.4m44.5k shares
CAPITAL FUND MANAGEMENT S.A. Added $2.3m42.6k shares
Interval Partners, LP New $1.7m31.9k shares
BARCLAYS PLC New $1.6m30.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 1 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 2 sellingQ3 24: 1 buyingQ3 24: 0 sellingQ3 24Q4 24: 1 buyingQ4 24: 3 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—1$41.4m—
Q4 20230—0——
Q1 20240—0——
Q2 20240—2$78.2m—
Q3 20241$551.8m0——
Q4 20241$7.5k3$89.0m—
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 15,833,19915.8m $848.2m $848.2m 0.02% Added +59.1k +59,066
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 15,275,11715.3m $818.3m $818.3m 0.01% Reduced -79.5k -79,516
3 SUMITOMO MITSUI FINANCIAL GROUP, INC. 9.08% of their portfolio TOKYO, M0 9,247,0819.2m $495.4m $495.4m 9.08% Unchanged
4 ALLIANCEBERNSTEIN L.P. 0.13% of their portfolio NASHVILLE, TN 6,808,3406.8m $364.7m $364.7m 0.13% Added +819.6k +819,594
5 Allspring Global Investments Holdings, LLC 0.60% of their portfolio CHARLOTTE, NC 6,412,1676.4m $343.3m $343.3m 0.60% Added +246.6k +246,578
6 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 5,126,5145.1m $274.6m $274.6m 0.02% Added +1.2m +1,184,822
7 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 5,092,9605.1m $272.8m $272.8m 0.01% Added +7.8k +7,762
8 MASSACHUSETTS MUTUAL LIFE INSURANCE CO 16.81% of their portfolio SPRINGFIELD, MA 4,655,2314.7m $249.4m $249.4m 16.81% Unchanged
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,966,4483.0m $159.0m $159.0m 0.01% Added +188.5k +188,496
10 BARCLAYS PLC 0.07% of their portfolio LONDON, X0 2,801,3252.8m $150.1m $150.1m 0.07% Added +666.9k +666,894
11 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 2,613,5162.6m $140.0m $140.0m 0.03% Reduced -523.9k -523,941
12 First Pacific Advisors, LP 2.22% of their portfolio EL SEGUNDO, CA 2,580,8232.6m $138.3m $138.3m 2.22% Reduced -220.7k -220,675
13 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,339,3212.3m $125.3m $125.3m 0.01% Reduced -430.3k -430,338
14 NORGES BANK 0.02% of their portfolio OSLO, Q8 2,119,7192.1m $113.6m $113.6m 0.02% Added +1.7m +1,666,660
15 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 2,083,8082.1m $111.6m $111.6m 0.02% Reduced -3.2m -3,209,959
16 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.38% of their portfolio DALLAS, TX 1,974,2922.0m $105.8m $105.8m 0.38% Reduced -73.7k -73,717
17 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,703,3461.7m $91.2m $91.2m 0.02% Reduced -24.6k -24,636
18 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,695,0501.7m $90.8m $90.8m 0.01% Reduced -110.8k -110,847
19 MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 1,631,9531.6m $87.4m $87.4m 0.08% Added +1.5m +1,499,563
20 PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio DES MOINES, IA 1,587,7791.6m $85.1m $85.1m 0.05% Reduced -58.1k -58,065
21 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,579,3971.6m $84.6m $84.6m 0.02% Added +345.9k +345,927
22 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,551,6111.6m $83.1m $83.1m 0.01% Reduced -30.5k -30,464
23 Fisher Asset Management, LLC 0.03% of their portfolio PLANO, TX 1,434,0781.4m $76.8m $76.8m 0.03% Added +655.3k +655,315
24 BECK MACK & OLIVER LLC 1.40% of their portfolio NEW YORK, NY 1,312,9041.3m $70.3m $70.3m 1.40% Reduced -44.9k -44,930
25 Qube Research & Technologies Ltd 0.10% of their portfolio LONDON, X0 1,227,4351.2m $65.8m $65.8m 0.10% Added +949.1k +949,102
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,127,4741.1m $60.4m $60.4m 0.01% Reduced -23.7k -23,697
27 Nuveen, LLC 0.02% of their portfolio CHARLOTTE, NC 1,100,8431.1m $59.0m $59.0m 0.02% First filing
28 TWO SIGMA INVESTMENTS, LP 0.12% of their portfolio NEW YORK, NY 1,059,7721.1m $56.8m $56.8m 0.12% Added +404.1k +404,117
29 CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio RALEIGH, NC 831,351831.4k $44.5m $44.5m 0.11% Reduced -2.8k -2,795
30 Migdal Insurance & Financial Holdings Ltd. 0.60% of their portfolio Petach Tikva, L3 798,000798.0k $42.7m $42.7m 0.60% Added +373.0k +373,000
31 FMR LLC 0.00% of their portfolio BOSTON, MA 748,395748.4k $40.1m $40.1m 0.00% Reduced -4.6m -4,632,754
32 RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio NEW YORK, NY 678,437678.4k $36.3m $36.3m 0.06% New
33 PRIVATE MANAGEMENT GROUP INC 1.24% of their portfolio IRVINE, CA 649,540649.5k $34.8m $34.8m 1.24% Reduced -25.5k -25,472
34 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio JUPITER, FL 631,503631.5k $33.8m $33.8m 0.13% Added +170.0k +169,957
35 Hosking Partners LLP 1.41% of their portfolio LONDON, X0 623,813623.8k $33.4m $33.4m 1.41% Reduced -69.3k -69,304
36 CITADEL ADVISORS LLC 0.03% of their portfolio MIAMI, FL 619,703619.7k $33.2m $33.2m 0.03% Added +427.8k +427,846
37 TWO SIGMA ADVISERS, LP 0.07% of their portfolio NEW YORK, NY 599,800599.8k $32.1m $32.1m 0.07% Added +167.6k +167,600
38 Freestone Grove Partners LP 0.33% of their portfolio San Francisco, CA 595,137595.1k $31.9m $31.9m 0.33% New
39 Moerus Capital Management LLC 13.76% of their portfolio NEW YORK, NY 574,253574.3k $30.8m $30.8m 13.76% Reduced -66.0k -65,951
40 Mraz, Amerine & Associates, Inc. 4.87% of their portfolio Modesto, CA 542,398542.4k $28.3m $28.3m 4.87% Added +3.7k +3,699
41 MILLER HOWARD INVESTMENTS INC /NY 0.89% of their portfolio KINGSTON, NY 520,350520.4k $27.9m $27.9m 0.89% Reduced -797.8k -797,841
42 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 515,732515.7k $27.6m $27.6m 0.02% Reduced -70.6k -70,619
43 NewEdge Wealth, LLC 0.49% of their portfolio STAMFORD, CT 502,900502.9k $26.9m $26.9m 0.49% Added +52.8k +52,761
44 Retirement Systems of Alabama 0.10% of their portfolio MONTGOMERY, AL 497,161497.2k $26.6m $26.6m 0.10% Added +769 +769
45 LSV ASSET MANAGEMENT 0.06% of their portfolio CHICAGO, IL 489,300489.3k $26.2m $26.2m 0.06% Reduced -266.8k -266,800
46 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 479,563479.6k $25.7m $25.7m 0.02% Reduced -7.5m -7,515,314
47 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 455,232455.2k $24.4m $24.4m 0.02% Reduced -6.7k -6,655
48 Artemis Investment Management LLP 0.37% of their portfolio EDINBURGH, X0 450,043450.0k $24.1m $24.1m 0.37% Reduced -944.8k -944,762
49 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 442,588442.6k $23.7m $23.7m 0.01% Reduced -161.5k -161,514
50 GoodHaven Capital Management, LLC 7.98% of their portfolio MILLBURN, NJ 439,987440.0k $23.6m $23.6m 7.98% Reduced -9.6k -9,571
51 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 437,839437.8k $23.5m $23.5m 0.01% Reduced -25.7k -25,738
52 LOOMIS SAYLES & CO L P 0.03% of their portfolio BOSTON, MA 436,450436.4k $23.4m $23.4m 0.03% Reduced -10.0k -9,997
53 Berkshire Hathaway Inc 0.01% of their portfolio Omaha, NE 433,558433.6k $23.2m $23.2m 0.01% Unchanged
54 Zurich Insurance Group Ltd/FI 0.18% of their portfolio ZURICH, V8 424,434424.4k $22.7m $22.7m 0.18% Reduced -122.7k -122,726
55 STRS OHIO 0.09% of their portfolio COLUMBUS, OH 408,681408.7k $21.9m $21.9m 0.09% Reduced -34.3k -34,279
56 UBS Group AG 0.00% of their portfolio ZURICH, V8 403,467403.5k $21.6m $21.6m 0.00% Added +138.5k +138,506
57 Assenagon Asset Management S.A. 0.04% of their portfolio SENNINGERBERG, N4 401,454401.5k $21.5m $21.5m 0.04% Reduced -400.9k -400,912
58 Private Capital Management, LLC 2.38% of their portfolio NAPLES, FL 398,459398.5k $21.3m $21.3m 2.38% Reduced -117.6k -117,561
59 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 388,161388.2k $20.3m $20.3m 0.01% Reduced -86.9k -86,936
60 Cannell & Spears LLC 0.44% of their portfolio NEW YORK, NY 380,243380.2k $20.4m $20.4m 0.44% New
61 BAMCO INC /NY/ 0.06% of their portfolio NEW YORK, NY 379,528379.5k $20.3m $20.3m 0.06% Added +100.0k +100,000
62 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 377,390377.4k $20.2m $20.2m 0.03% Reduced -45.6k -45,643
63 Allianz Asset Management GmbH 0.03% of their portfolio MUNICH, 2M 361,270361.3k $19.4m $19.4m 0.03% Reduced -4.6k -4,636
64 Legal & General Group Plc 0.01% of their portfolio London, X0 360,487360.5k $19.3m $19.3m 0.01% Reduced -53.3k -53,320
65 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 357,770357.8k $19.2m $19.2m 0.01% Added +2.3k +2,288
66 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 346,882346.9k $18.6m $18.6m 0.01% Reduced -28.6k -28,649
67 ROBOTTI ROBERT 3.69% of their portfolio NEW YORK, NY 343,528343.5k $18.4m $18.4m 3.69% Reduced -64.3k -64,316
68 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 332,404332.4k $17.8m $17.8m 0.01% Reduced -2.4k -2,386
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 327,087327.1k $17.5m $17.5m 0.00% Added +6.6k +6,632
70 INTECH INVESTMENT MANAGEMENT LLC 0.18% of their portfolio WEST PALM BEACH, FL 320,523320.5k $17.2m $17.2m 0.18% Added +124.9k +124,853
71 Eisler Capital Management Ltd. 0.49% of their portfolio LONDON, X0 306,250306.2k $16.4m $16.4m 0.49% New
72 Swiss National Bank 0.01% of their portfolio ZURICH, V8 298,600298.6k $16.0m $16.0m 0.01% Reduced -4.6k -4,600
73 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 285,072285.1k $15.3m $15.3m 0.01% Reduced -162.9k -162,918
74 TRAN CAPITAL MANAGEMENT, L.P. 1.99% of their portfolio SAN RAFAEL, CA 276,532276.5k $14.8m $14.8m 1.99% New
75 Cubist Systematic Strategies, LLC 0.19% of their portfolio STAMFORD, CT 274,806274.8k $14.7m $14.7m 0.19% New
76 OPPENHEIMER & CO INC 0.21% of their portfolio NEW YORK, NY 264,074264.1k $14.1m $14.1m 0.21% Reduced -14.0k -14,004
77 OSSIAM 0.19% of their portfolio PARIS, I0 254,044254.0k $13.6m $13.6m 0.19% Added +251.4k +251,380
78 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.23% of their portfolio BALA CYNWYD, PA 252,195252.2k $13.5m $13.5m 0.23% Reduced -4.7k -4,740
79 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 251,570251.6k $13.5m $13.5m 0.02% Added +235.1k +235,050
80 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 244,589244.6k $13.1m $13.1m 0.02% Reduced -99.8k -99,785
81 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 239,887239.9k $12.9m $12.9m 0.00% Reduced -27.1k -27,120
82 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 235,903235.9k $12.1m $12.1m 0.01% Added +90.6k +90,608
83 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 226,455226.5k $12.1m $12.1m 0.02% Reduced -60.2k -60,164
84 FIRST MANHATTAN CO. LLC. 0.03% of their portfolio NEW YORK, NY 216,959217.0k $11.6m $11.6m 0.03% Reduced -440 -440
85 Merrion Investment Management Co, LLC 8.14% of their portfolio Cranford, NJ 211,614211.6k $11.3m $11.3m 8.14% Reduced -100 -100
86 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 210,353210.4k $11.3m $11.3m 0.02% Added +35.4k +35,401
87 Verition Fund Management LLC 0.06% of their portfolio GREENWICH, CT 208,635208.6k $11.2m $11.2m 0.06% Added +179.7k +179,658
88 Amundi 0.00% of their portfolio Paris, I0 208,090208.1k $10.0m $10.0m 0.00% Added +206.0k +206,002
89 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 202,332202.3k $10.8m $10.8m 0.02% Reduced -13.4k -13,390
90 AEGON ASSET MANAGEMENT UK Plc 0.16% of their portfolio EDINBURGH, X0 202,299202.3k $10.8m $10.8m 0.16% Reduced -53.0k -53,019
91 TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio STAMFORD, CT 192,827192.8k $10.3m $10.3m 0.09% New
92 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 189,289189.3k $10.1m $10.1m 0.02% Reduced -20.0k -20,000
93 CAPITAL FUND MANAGEMENT S.A. 0.13% of their portfolio PARIS, I0 187,174187.2k $10.0m $10.0m 0.13% Added +117.9k +117,946
94 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 182,681182.7k $9.8m $9.8m 0.02% Reduced -354.0k -354,003
95 Corebridge Financial, Inc. 0.06% of their portfolio HOUSTON, TX 180,457180.5k $9.7m $9.7m 0.06% Reduced -3.9k -3,890
96 Rock Point Advisors, LLC 2.82% of their portfolio BURLINGTON, VT 170,605170.6k $9.1m $9.1m 2.82% Reduced -36.4k -36,447
97 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 155,629155.6k $8.3m $8.3m 0.00% Reduced -2.7k -2,713
98 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.37% of their portfolio MORRISTOWN, NJ 148,720148.7k $8.0m $8.0m 0.37% Reduced -23.4k -23,431
99 Sequoia Financial Advisors, LLC 0.06% of their portfolio Akron, OH 148,717148.7k $8.0m $8.0m 0.06% Added +4.8k +4,846
100 Quantinno Capital Management LP 0.05% of their portfolio NEW YORK, NY 147,035147.0k $7.9m $7.9m 0.05% Added +39.6k +39,596