Vault-13

PLAINS ALL AMERN PIPELINE L PAA

UNIT LTD PARTN · MLP · CUSIP 726503105

Midstream oil and gas company

357 institutional holders -2 vs Q1 2024
297,405,262297.4m shares reported held*
$5.3bnreported value*
28 new 109 added 93 reduced 29 sold out net sold ≈ $568.6m (-35.3m 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 ($5.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $17.86. Options: 14 managers hold calls ($121.1m notional), 12 hold puts ($47.1m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 324Q4 22: 335Q1 23: 331Q2 23: 326Q3 23: 338Q4 23: 349Q1 24: 359Q2 24: 357357Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022324
Q4 2022335
Q1 2023331
Q2 2023326
Q3 2023338
Q4 2023349
Q1 2024359
Q2 2024357

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 125 bought or addedQ4 22: 122 cut or sold outQ4 22Q1 23: 147 bought or addedQ1 23: 110 cut or sold outQ2 23: 112 bought or addedQ2 23: 123 cut or sold outQ2 23Q3 23: 140 bought or addedQ3 23: 108 cut or sold outQ4 23: 132 bought or addedQ4 23: 131 cut or sold outQ4 23Q1 24: 144 bought or addedQ1 24: 124 cut or sold outQ2 24: 137 bought or addedQ2 24: 122 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022125122
Q1 2023147110
Q2 2023112123
Q3 2023140108
Q4 2023132131
Q1 2024144124
Q2 2024137122

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ3 23 calls: $105.9mQ3 23 puts: $73.9mQ3 23P/C 0.70Q4 23 calls: $117.4mQ4 23 puts: $69.7mQ4 23P/C 0.59Q1 24 calls: $120.3mQ1 24 puts: $39.1mQ1 24P/C 0.32Q2 24 calls: $121.1mQ2 24 puts: $47.1mQ2 24P/C 0.39
Numbers
QuarterCallsPutsP/C
Q3 2023$105.9m$73.9m0.70
Q4 2023$117.4m$69.7m0.59
Q1 2024$120.3m$39.1m0.32
Q2 2024$121.1m$47.1m0.39

Biggest buyers

Blackstone Inc. Added +6,097,002+6.1m
ALPS ADVISORS INC Added +2,242,492+2.2m
NATIXIS New +1,735,100+1.7m
ACADIAN ASSET MANAGEMENT LLC Added +1,020,277+1.0m
UBS Group AG Added +593,831+593.8k
CITIGROUP INC Added +527,394+527.4k
Brookfield Corp /ON/ Added +451,072+451.1k
BARCLAYS PLC Added +431,346+431.3k
BNP PARIBAS FINANCIAL MARKETS Added +397,186+397.2k
HRT FINANCIAL LP Added +235,266+235.3k

Biggest sellers

MORGAN STANLEY Reduced -18,985,522-19.0m
Mirae Asset Global Investments Co., Ltd. Sold out -10,999,639-11.0m
JPMORGAN CHASE & CO Reduced -5,549,988-5.5m
Invesco Ltd. Reduced -4,157,821-4.2m
Clearbridge Investments, LLC Reduced -3,139,942-3.1m
GOLDMAN SACHS GROUP INC Reduced -1,485,178-1.5m
Energy Income Partners, LLC Reduced -1,465,362-1.5m
ING GROEP NV Reduced -808,000-808.0k
CITADEL ADVISORS LLC Sold out -704,745-704.7k
NOMURA HOLDINGS INC Reduced -650,000-650.0k

Biggest calls

CITADEL ADVISORS LLC Added $36.4m2.0m shares
GROUP ONE TRADING LLC Added $35.8m2.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $25.1m1.4m shares
SIMPLEX TRADING, LLC Added $7.3m410.1k shares
IMC-Chicago, LLC Added $5.7m316.5k shares
JANE STREET GROUP, LLC Reduced $3.9m218.6k shares
GTS SECURITIES LLC Reduced $2.7m150.8k shares
WOLVERINE TRADING, LLC Added $2.3m129.8k shares
Crawford Fund Management, LLC Unchanged $1.0m58.0k shares
PEAK6 Investments LLC Reduced $800.1k44.8k shares

Biggest puts

CITADEL ADVISORS LLC Added $16.3m910.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $12.5m700.9k shares
GROUP ONE TRADING LLC Added $8.6m482.5k shares
GTS SECURITIES LLC Added $2.3m128.5k shares
SIMPLEX TRADING, LLC Added $2.3m126.3k shares
JANE STREET GROUP, LLC Reduced $1.8m98.9k shares
IMC-Chicago, LLC Added $1.7m94.1k shares
WOLVERINE TRADING, LLC Added $1.2m67.9k shares
PEAK6 Investments LLC Reduced $259.0k14.5k shares
Walleye Trading LLC Reduced $255.4k14.3k 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.

HolderStakeChangeShares Last filed
ALPS ADVISORS INC 13G · institution -0.2 pts · filed 2026-10-07 9.8% -0.2 pts 69.3m≈ $1.5bn 2026-10-07

Fell to 5% or below in the last year: CIBC Private Wealth Group LLC (0.0%, 2026-10-05)

Insider purchases and sales in Q2 2024

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
101Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—1$545.3k—
Q1 20240—0——
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 7.81% of their portfolio Denver, CO 63,677,68863.7m $1.1bn $1.1bn 7.81% Added +2.2m +2,242,492
2 Blackstone Inc. 2.35% of their portfolio NEW YORK, NY 29,636,03729.6m $529.3m $529.3m 2.35% Added +6.1m +6,097,002
3 Invesco Ltd. 0.10% of their portfolio ATLANTA, GA 27,275,79727.3m $487.1m $487.1m 0.10% Reduced -4.2m -4,157,821
4 TORTOISE CAPITAL ADVISORS, L.L.C. 4.45% of their portfolio OVERLAND PARK, KS 18,854,06918.9m $336.7m $336.7m 4.45% Added +57.3k +57,289
5 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 17,755,02217.8m $317.1m $317.1m 0.06% Reduced -1.5m -1,485,178
6 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.54% of their portfolio CAUSEWAY BAY, K3 12,760,65212.8m $227.9m $227.9m 0.54% First filing
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 10,133,99010.1m $181.0m $181.0m 0.01% Reduced -19.0m -18,985,522
8 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 9,087,2409.1m $162.3m $162.3m 0.01% Reduced -5.5m -5,549,988
9 KAYNE ANDERSON CAPITAL ADVISORS LP 4.10% of their portfolio LOS ANGELES, CA 8,541,5428.5m $152.6m $152.6m 4.10% Reduced -636.9k -636,940
10 UBS Group AG 0.05% of their portfolio ZURICH, V8 8,293,2048.3m $148.1m $148.1m 0.05% Added +593.8k +593,831
11 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,781,6454.8m $85.4m $85.4m 0.01% Reduced -199.9k -199,887
12 Brookfield Corp /ON/ 0.53% of their portfolio TORONTO, A6 4,759,5134.8m $85.0m $85.0m 0.53% Added +451.1k +451,072
13 CHICKASAW CAPITAL MANAGEMENT LLC 3.25% of their portfolio MEMPHIS, TN 4,097,7064.1m $73.2m $73.2m 3.25% Reduced -33.5k -33,533
14 INFRASTRUCTURE CAPITAL ADVISORS, LLC 9.85% of their portfolio New York, NY 3,963,5774.0m $70.8m $70.8m 9.85% Added +234.2k +234,226
15 DEUTSCHE BANK AG\ 0.03% of their portfolio FRANKFURT AM MAIN, 2M 3,932,1373.9m $70.2m $70.2m 0.03% Reduced -394.0k -393,980
16 Fractal Investments LLC 11.89% of their portfolio Glastonbury, CT 3,825,6583.8m $68.3m $68.3m 11.89% Unchanged
17 EAGLE GLOBAL ADVISORS LLC 3.53% of their portfolio Houston, TX 3,746,6473.7m $66.9m $66.9m 3.53% Added +121.3k +121,310
18 Clearbridge Investments, LLC 0.05% of their portfolio NEW YORK, NY 3,536,6083.5m $63.2m $63.2m 0.05% Reduced -3.1m -3,139,942
19 CIBC Private Wealth Group LLC 0.12% of their portfolio ATLANTA, GA 3,481,6293.5m $64.5m $64.5m 0.12% Added +2.1k +2,092
20 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,593,2152.6m $46.3m $46.3m 0.01% Reduced -15.7k -15,742
21 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.58% of their portfolio CHICAGO, IL 2,549,9002.5m $45.5m $45.5m 0.58% Reduced -40.0k -40,000
22 MILLER HOWARD INVESTMENTS INC /NY 1.51% of their portfolio KINGSTON, NY 2,548,7232.5m $45.5m $45.5m 1.51% Added +48.8k +48,799
23 CITIGROUP INC 0.04% of their portfolio NEW YORK, NY 2,303,5112.3m $41.1m $41.1m 0.04% Added +527.4k +527,394
24 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 2,221,9942.2m $39.7m $39.7m 0.04% Added +397.2k +397,186
25 Pathstone Holdings, LLC 0.17% of their portfolio ENGLEWOOD, NJ 2,140,6942.1m $38.2m $38.2m 0.17% Added +15.5k +15,518
26 BARCLAYS PLC 0.02% of their portfolio LONDON, X0 1,976,2602.0m $35.3m $35.3m 0.02% Added +431.3k +431,346
27 ACADIAN ASSET MANAGEMENT LLC 0.10% of their portfolio Boston, MA 1,908,4161.9m $34.1m $34.1m 0.10% Added +1.0m +1,020,277
28 WESTWOOD HOLDINGS GROUP INC 0.15% of their portfolio DALLAS, TX 1,833,0621.8m $32.7m $32.7m 0.15% Reduced -12.5k -12,544
29 NATIXIS 0.20% of their portfolio PARIS, I0 1,735,1001.7m $31.0m $31.0m 0.20% New
30 Fayez Sarofim & Co 0.08% of their portfolio Houston, TX 1,659,3771.7m $29.6m $29.6m 0.08% Reduced -761 -761
31 COHEN & STEERS, INC. 0.06% of their portfolio NEW YORK, NY 1,609,3461.6m $28.7m $28.7m 0.06% Added +214.9k +214,891
32 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 6.66% of their portfolio BOSTON, MA 1,484,6761.5m $26.5m $26.5m 6.66% Reduced -400.6k -400,589
33 Energy Income Partners, LLC 0.51% of their portfolio Westport, CT 1,281,6841.3m $22.9m $22.9m 0.51% Reduced -1.5m -1,465,362
34 Allianz Asset Management GmbH 0.03% of their portfolio MUNICH, 2M 1,205,7301.2m $21.5m $21.5m 0.03% Reduced -285.9k -285,870
35 ING GROEP NV 0.11% of their portfolio AMSTERDAM, P7 1,024,0001.0m $18.3m $18.3m 0.11% Reduced -808.0k -808,000
36 Bollard Group LLC 0.50% of their portfolio BOSTON, MA 999,921999.9k $17.9m $17.9m 0.50% Added +24.4k +24,436
37 Mariner, LLC 0.03% of their portfolio Overland Park, KS 996,929996.9k $17.8m $17.8m 0.03% Added +67.8k +67,757
38 Adams Asset Advisors, LLC 1.78% of their portfolio DALLAS, TX 762,941762.9k $13.6m $13.6m 1.78% Reduced -24.5k -24,480
39 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 756,237756.2k $13.5m $13.5m 0.00% Reduced -15.3k -15,259
40 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 593,787593.8k $10.6m $10.6m 0.00% Reduced -13.9k -13,858
41 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1.56% of their portfolio Fort Collins, CO 568,257568.3k $10.1m $10.1m 1.56% Added +6.2k +6,199
42 EXCHANGE TRADED CONCEPTS, LLC 0.25% of their portfolio Oklahoma City, OK 538,373538.4k $9.6m $9.6m 0.25% Added +65.9k +65,878
43 Sovereign Investment Advisors, LLC 2.99% of their portfolio PHOENIX, AZ 528,931528.9k $8.0m $8.0m 2.99% Unchanged
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 525,497525.5k $9.4m $9.4m 0.00% Reduced -883 -883
45 NBW CAPITAL LLC 1.81% of their portfolio BOSTON, MA 513,805513.8k $9.2m $9.2m 1.81% Reduced -13.0k -13,038
46 NOMURA HOLDINGS INC 0.06% of their portfolio TOKYO, M0 500,000500.0k $8.9m $8.9m 0.06% Reduced -650.0k -650,000
47 Texas Yale Capital Corp. 0.42% of their portfolio ST. PETERSBURG, FL 492,363492.4k $8.8m $8.8m 0.42% Added +41.9k +41,920
48 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 425,879425.9k $7.6m $7.6m 0.00% Added +61.3k +61,296
49 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 423,108423.1k $7.6m $7.6m 0.01% Reduced -6.4k -6,358
50 HENNESSY ADVISORS INC 0.28% of their portfolio NOVATO, CA 420,626420.6k $7.5m $7.5m 0.28% Added +4.2k +4,200
51 AMERICAN FINANCIAL GROUP INC 3.16% of their portfolio CINCINNATI, OH 412,500412.5k $7.4m $7.4m 3.16% Unchanged
52 WALNUT PRIVATE EQUITY PARTNERS, LLC 4.65% of their portfolio OMAHA, NE 410,000410.0k $7.3m $7.3m 4.65% Added +10.0k +10,000
53 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 407,234407.2k $7.3m $7.3m 0.01% Reduced -9.2k -9,188
54 Maryland State Retirement & Pension System 0.13% of their portfolio BALTIMORE, MD 386,588386.6k $6.9m $6.9m 0.13% Reduced -2.7k -2,712
55 JENNISON ASSOCIATES LLC 0.00% of their portfolio NEW YORK, NY 374,713374.7k $6.7m $6.7m 0.00% Reduced -9.1k -9,065
56 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 366,862366.9k $6.6m $6.6m 0.01% Added +11.9k +11,884
57 SPIRIT OF AMERICA MANAGEMENT CORP/NY 1.31% of their portfolio SYOSSET, NY 362,300362.3k $6.5m $6.5m 1.31% Unchanged
58 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 314,988315.0k $5.6m $5.6m 0.03% Added +235.3k +235,266
59 FMR LLC 0.00% of their portfolio BOSTON, MA 314,060314.1k $5.6m $5.6m 0.00% Added +18.9k +18,937
60 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 312,593312.6k $5.6m $5.6m 0.00% Added +7.5k +7,452
61 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 293,643293.6k $5.2m $5.2m 0.00% Reduced -19.8k -19,767
62 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 280,748280.7k $5.0m $5.0m 0.01% Reduced -7.6k -7,603
63 U.S. Capital Wealth Advisors, LLC 0.18% of their portfolio AUSTIN, TX 262,598262.6k $4.7m $4.7m 0.18% Added +27.8k +27,821
64 GLENMEDE TRUST CO NA 0.02% of their portfolio PHILADELPHIA, PA 260,111260.1k $4.6m $4.6m 0.02% Reduced -3.4k -3,350
65 CASTLEARK MANAGEMENT LLC 0.18% of their portfolio CHICAGO, IL 247,109247.1k $4.4m $4.4m 0.18% Reduced -53.5k -53,500
66 Price Jennifer C. 4.90% of their portfolio NEW YORK, NY 235,752235.8k $4.2m $4.2m 4.90% Unchanged
67 Americana Partners, LLC 0.32% of their portfolio Houston, TX 225,253225.3k $4.0m $4.0m 0.32% Added +2.7k +2,691
68 BlackRock Inc. 0.00% of their portfolio New York, NY 220,424220.4k $3.9m $3.9m 0.00% Unchanged
69 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 207,802207.8k $3.7m $3.7m 0.01% Added +59.3k +59,293
70 Susquehanna Portfolio Strategies, LLC 0.15% of their portfolio Bala Cynwyd, PA 207,742207.7k $3.7m $3.7m 0.15% Reduced -106 -106
71 Chicago Partners Investment Group LLC 0.15% of their portfolio CHICAGO, IL 207,558207.6k $3.9m $3.9m 0.15% Reduced -1.0k -1,024
72 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 206,200206.2k $3.7m $3.7m 0.01% Reduced -24.5k -24,508
73 CAPITAL ADVISORS INC/OK 0.08% of their portfolio TULSA, OK 204,500204.5k $3.7m $3.7m 0.08% Unchanged
74 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 198,990199.0k $3.6m $3.6m 0.01% Added +41.6k +41,638
75 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 195,911195.9k $3.5m $3.5m 0.00% Added +1.8k +1,768
76 Amundi 0.00% of their portfolio Paris, I0 194,305194.3k $3.7m $3.7m 0.00% Reduced -40.2k -40,153
77 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.08% of their portfolio BALA CYNWYD, PA 192,712192.7k $3.4m $3.4m 0.08% Reduced -59.0k -59,017
78 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 188,201188.2k $3.4m $3.4m 0.00% Reduced -600 -600
79 Forvis Mazars Wealth Advisors, LLC 0.08% of their portfolio Springfield, MO 183,767183.8k $3.3m $3.3m 0.08% Unchanged
80 RR Advisors, LLC 0.85% of their portfolio DALLAS, TX 178,000178.0k $3.2m $3.2m 0.85% Unchanged
81 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 176,618176.6k $3.2m $3.2m 0.00% Added +16.7k +16,702
82 Crescent Grove Advisors, LLC 0.34% of their portfolio LAKE FOREST, IL 171,225171.2k $3.1m $3.1m 0.34% Reduced -17.5k -17,490
83 ELCO Management Co., LLC 1.70% of their portfolio New York, NY 163,332163.3k $2.9m $2.9m 1.70% Added +475 +475
84 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 162,826162.8k $2.9m $2.9m 0.00% Added +101.5k +101,497
85 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 161,109161.1k $2.9m $2.9m 0.06% Added +5.0k +5,030
86 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 155,662155.7k $2.8m $2.8m 0.01% Reduced -8.5k -8,549
87 Aviance Capital Partners, LLC 0.38% of their portfolio NAPLES, FL 148,654148.7k $2.7m $2.7m 0.38% Reduced -1.0k -1,017
88 Intrua Financial, LLC 0.43% of their portfolio Houston, TX 147,123147.1k $2.6m $2.6m 0.43% Unchanged
89 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 139,230139.2k $2.5m $2.5m 0.00% Added +2.2k +2,203
90 BRIDGES INVESTMENT MANAGEMENT INC 0.04% of their portfolio OMAHA, NE 136,937136.9k $2.4m $2.4m 0.04% Added +59.1k +59,076
91 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.19% of their portfolio DALLAS, TX 131,900131.9k $2.4m $2.4m 0.19% Unchanged
92 GraniteShares Advisors LLC 0.78% of their portfolio NEW YORK, NY 130,917130.9k $2.3m $2.3m 0.78% Added +16.3k +16,329
93 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 128,301128.3k $2.3m $2.3m 0.00% Added +2.8k +2,759
94 Fort Sheridan Advisors LLC 0.36% of their portfolio HIGHLAND PARK, IL 124,875124.9k $2.2m $2.2m 0.36% Added +24.3k +24,321
95 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 122,731122.7k $2.2m $2.2m 0.00% Added +2.6k +2,591
96 WOLVERINE TRADING, LLC 0.04% of their portfolio CHICAGO, IL 120,747120.7k $2.2m $2.2m 0.04% New
97 Morningstar Investment Management LLC 0.22% of their portfolio CHICAGO, IL 117,053117.1k $2.1m $2.1m 0.22% Reduced -17.0k -17,037
98 Oxbow Advisors, LLC 0.24% of their portfolio Austin, TX 115,933115.9k $2.1m $2.1m 0.24% Unchanged
99 Icon Wealth Advisors, LLC 0.18% of their portfolio HOUSTON, TX 112,588112.6k $2.0m $2.0m 0.18% Unchanged
100 Moody Aldrich Partners LLC 0.37% of their portfolio MARBLEHEAD, MA 107,166107.2k $1.9m $1.9m 0.37% Reduced -25.0k -25,032