Vault-13

SOUTHWEST GAS HLDGS INC SWX

COM · Common Stock · CUSIP 844895102

Investor-owned utility based in Las Vegas, Nevada, United States

309 institutional holders +12 vs Q3 2024
65,531,03265.5m shares reported held*
91.3% of all shares outstanding*
$4.6bnreported value*
30 new 123 added 102 reduced 25 sold out net bought ≈ $1.0m (-36.6k 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 ($1.5m this quarter). Holder counts are more reliable. Shares outstanding: 71.7m as of 2024-10-25, 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 ≈ $70.71. Options: 3 managers hold calls ($735.4k notional), 3 hold puts ($799.0k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 287Q4 22: 297Q1 23: 280Q2 23: 273Q3 23: 280Q4 23: 280Q1 24: 286Q2 24: 285Q3 24: 297Q4 24: 309309Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022287
Q4 2022297
Q1 2023280
Q2 2023273
Q3 2023280
Q4 2023280
Q1 2024286
Q2 2024285
Q3 2024297
Q4 2024309

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 23: 160 bought or addedQ1 23: 123 cut or sold outQ2 23: 136 bought or addedQ2 23: 138 cut or sold outQ2 23Q3 23: 105 bought or addedQ3 23: 141 cut or sold outQ4 23: 118 bought or addedQ4 23: 148 cut or sold outQ4 23Q1 24: 120 bought or addedQ1 24: 147 cut or sold outQ2 24: 137 bought or addedQ2 24: 135 cut or sold outQ2 24Q3 24: 140 bought or addedQ3 24: 136 cut or sold outQ4 24: 153 bought or addedQ4 24: 127 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023160123
Q2 2023136138
Q3 2023105141
Q4 2023118148
Q1 2024120147
Q2 2024137135
Q3 2024140136
Q4 2024153127

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ1 24 calls: $1.3mQ1 24 puts: $182.7kQ1 24P/C 0.14Q2 24 calls: $985.3kQ2 24 puts: $147.8kQ2 24P/C 0.15Q3 24 calls: $1.2mQ3 24 puts: $125.4kQ3 24P/C 0.10Q4 24 calls: $735.4kQ4 24 puts: $799.0kQ4 24P/C 1.09
Numbers
QuarterCallsPutsP/C
Q1 2024$1.3m$182.7k0.14
Q2 2024$985.3k$147.8k0.15
Q3 2024$1.2m$125.4k0.10
Q4 2024$735.4k$799.0k1.09

Biggest buyers

Zimmer Partners, LP Added +818,115+818.1k
ADAGE CAPITAL PARTNERS GP, L.L.C. Added +475,000+475.0k
CITADEL ADVISORS LLC Added +213,907+213.9k
TUDOR INVESTMENT CORP ET AL Added +171,478+171.5k
BlackRock, Inc. Added +164,906+164.9k
Qube Research & Technologies Ltd Added +116,449+116.4k
UBS Group AG Added +110,427+110.4k
FMR LLC Added +105,549+105.5k
STATE STREET CORP Added +101,429+101.4k
NORTHERN TRUST CORP Added +97,709+97.7k

Biggest sellers

ICAHN CARL C Reduced -1,390,000-1.4m
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -649,695-649.7k
SASCO CAPITAL INC / CT/ Sold out -380,440-380.4k
AMERICAN CENTURY COMPANIES INC Reduced -281,833-281.8k
LONGFELLOW INVESTMENT MANAGEMENT CO LLC Sold out -171,000-171.0k
FULLER & THALER ASSET MANAGEMENT, INC. Reduced -88,409-88.4k
HRT FINANCIAL LP Sold out -72,089-72.1k
PRINCIPAL FINANCIAL GROUP INC Reduced -66,757-66.8k
GABELLI FUNDS LLC Reduced -51,655-51.7k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -51,042-51.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $452.5k6.4k shares
CITADEL ADVISORS LLC Added $282.8k4.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Verition Fund Management LLC New $742.5k10.5k shares
CITADEL ADVISORS LLC Reduced $56.6k800 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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
BlackRock, Inc. 13G · institution filed 2026-10-27 15.1% 10.9m≈ $969.2m 2026-10-27
FMR LLC 13G · institution +1.1 pts · filed 2026-02-05 7.8% +1.1 pts 5.6m≈ $501.0m 2026-02-05
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.4% new 3.9m≈ $344.3m 2026-04-29

Fell to 5% or below in the last year: Corvex Management LP (5.0%, 2026-05-08), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), ICAHN CARL C (5.0%, 2026-01-29)

Insider purchases and sales in Q4 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
101Q1 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: 1 sellingQ2 24Q3 24: 0 buyingQ3 24: 1 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—1$63.8k—
Q1 20240—0——
Q2 20240—1$200.8k—
Q3 20240—1$798.6k—
Q4 20240—0——
DateInsiderTradeSharesPrice ValueTheir holding
2024-11-19 ICAHN CARL C +2 10% owner · Please see footnotes Sold 1,390,000 $76.74 $106.7m1.4m shares -13%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.01% of their portfolio New York, NY 9,650,7599.7m $682.4m $682.4m 0.01% Added +164.9k +164,906
2 ICAHN CARL C 9.19% of their portfolio SUNNY ISLES BEACH, FL 9,632,6049.6m $681.1m $681.1m 9.19% Reduced -1.4m -1,390,000
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 6,696,6516.7m $473.5m $473.5m 0.01% Added +38.7k +38,710
4 Corvex Management LP 12.27% of their portfolio NEW YORK, NY 4,769,0984.8m $337.2m $337.2m 12.27% Unchanged
5 FMR LLC 0.01% of their portfolio BOSTON, MA 3,322,0853.3m $234.9m $234.9m 0.01% Added +105.5k +105,549
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,358,0662.4m $166.7m $166.7m 0.01% Added +101.4k +101,429
7 MAVERICK CAPITAL LTD 2.31% of their portfolio DALLAS, TX 1,809,6631.8m $128.0m $128.0m 2.31% Added +44.5k +44,515
8 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,440,9751.4m $101.9m $101.9m 0.01% Reduced -9.8k -9,780
9 FULLER & THALER ASSET MANAGEMENT, INC. 0.36% of their portfolio SAN MATEO, CA 1,344,7371.3m $95.1m $95.1m 0.36% Reduced -88.4k -88,409
10 Channing Capital Management, LLC 2.39% of their portfolio Chicago, IL 1,270,0721.3m $89.8m $89.8m 2.39% Added +4.2k +4,235
11 River Road Asset Management, LLC 1.09% of their portfolio LOUISVILLE, KY 1,155,2491.2m $81.7m $81.7m 1.09% Reduced -16.9k -16,877
12 PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio DES MOINES, IA 1,079,7171.1m $76.3m $76.3m 0.04% Reduced -66.8k -66,757
13 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,030,2831.0m $72.9m $72.9m 0.02% Added +27.4k +27,407
14 GABELLI FUNDS LLC 0.54% of their portfolio Rye, NY 1,025,7881.0m $72.5m $72.5m 0.54% Reduced -51.7k -51,655
15 MACQUARIE GROUP LTD 0.09% of their portfolio Sydney, NSW 2000, C3 1,020,2121.0m $72.1m $72.1m 0.09% Reduced -26.8k -26,800
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 990,723990.7k $70.1m $70.1m 0.01% Added +12.9k +12,913
17 Zimmer Partners, LP 1.12% of their portfolio NEW YORK, NY 910,615910.6k $64.4m $64.4m 1.12% Added +818.1k +818,115
18 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 906,207906.2k $64.1m $64.1m 0.01% Added +43.0k +43,030
19 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.11% of their portfolio Boston, MA 900,000900.0k $63.6m $63.6m 0.11% Added +475.0k +475,000
20 GAMCO INVESTORS, INC. ET AL 0.62% of their portfolio GREENWICH, CT 843,912843.9k $59.7m $59.7m 0.62% Reduced -8.4k -8,365
21 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 818,023818.0k $57.8m $57.8m 0.01% Added +97.7k +97,709
22 NORGES BANK 0.01% of their portfolio OSLO, Q8 721,413721.4k $51.0m $51.0m 0.01% Added +93.9k +93,908
23 FIRST TRUST ADVISORS LP 0.04% of their portfolio Wheaton, IL 658,435658.4k $46.6m $46.6m 0.04% Reduced -22.1k -22,061
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 505,555505.6k $35.7m $35.7m 0.00% Reduced -46.1k -46,077
25 ProShare Advisors LLC 0.08% of their portfolio BETHESDA, MD 471,659471.7k $33.4m $33.4m 0.08% Added +21.9k +21,919
26 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 461,702461.7k $32.6m $32.6m 0.00% Reduced -18.6k -18,601
27 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 369,168369.2k $26.1m $26.1m 0.01% Added +3.5k +3,453
28 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 366,475366.5k $25.9m $25.9m 0.00% Added +32.5k +32,521
29 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 329,137329.1k $23.3m $23.3m 0.01% Reduced -281.8k -281,833
30 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 312,830312.8k $22.1m $22.1m 0.01% Reduced -5.7k -5,668
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 300,180300.2k $21.2m $21.2m 0.00% Added +77.8k +77,808
32 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 279,607279.6k $19.8m $19.8m 0.03% Added +12.0k +12,018
33 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 270,887270.9k $19.2m $19.2m 0.02% Added +213.9k +213,907
34 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 239,824239.8k $17.0m $17.0m 0.03% Added +116.4k +116,449
35 TUDOR INVESTMENT CORP ET AL 0.17% of their portfolio STAMFORD, CT 223,746223.7k $15.8m $15.8m 0.17% Added +171.5k +171,478
36 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 216,942216.9k $15.3m $15.3m 0.01% Added +2.1k +2,119
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 212,490212.5k $15.0m $15.0m 0.00% Added +110.4k +110,427
38 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 202,721202.7k $14.3m $14.3m 0.00% Reduced -5.3k -5,313
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 187,775187.8k $13.3m $13.3m 0.00% Reduced -11.5k -11,483
40 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio Los Angeles, CA 184,070184.1k $13.0m $13.0m 0.04% Added +17.3k +17,300
41 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 171,371171.4k $12.1m $12.1m 0.01% Added +65.8k +65,796
42 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 168,860168.9k $11.9m $11.9m 0.00% Added +56.7k +56,659
43 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 167,998168.0k $11.9m $11.9m 0.01% Reduced -27.5k -27,540
44 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 166,164166.2k $11.7m $11.7m 0.00% Added +38.5k +38,510
45 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 149,888149.9k $10.6m $10.6m 0.00% Reduced -3.9k -3,862
46 JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio FLORHAM PARK, NJ 147,718147.7k $10.4m $10.4m 0.04% Added +64.4k +64,412
47 Trexquant Investment LP 0.11% of their portfolio STAMFORD, CT 139,144139.1k $9.8m $9.8m 0.11% Added +82.2k +82,192
48 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 135,997136.0k $9.6m $9.6m 0.00% Added +30.9k +30,863
49 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 135,490135.5k $9.6m $9.6m 0.01% Added +23.2k +23,180
50 13D Management LLC 6.92% of their portfolio New York, NY 132,109132.1k $9.3m $9.3m 6.92% Added +278 +278
51 Moody Aldrich Partners LLC 1.71% of their portfolio MARBLEHEAD, MA 130,871130.9k $9.3m $9.3m 1.71% Reduced -3.7k -3,702
52 Legal & General Group Plc 0.00% of their portfolio London, X0 130,788130.8k $9.2m $9.2m 0.00% Added +1.3k +1,324
53 EXCHANGE TRADED CONCEPTS, LLC 0.18% of their portfolio Oklahoma City, OK 127,005127.0k $9.0m $9.0m 0.18% Added +1.1k +1,091
54 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 120,173120.2k $8.5m $8.5m 0.01% Added +27.2k +27,206
55 Swiss National Bank 0.01% of their portfolio ZURICH, V8 112,800112.8k $8.0m $8.0m 0.01% Added +800 +800
56 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 112,212112.2k $7.9m $7.9m 0.00% Added +1.2k +1,202
57 HENNESSY ADVISORS INC 0.23% of their portfolio NOVATO, CA 110,817110.8k $7.8m $7.8m 0.23% Added +26.3k +26,300
58 Keeley-Teton Advisors, LLC 0.89% of their portfolio Chicago, IL 107,910107.9k $7.6m $7.6m 0.89% Added +11.4k +11,436
59 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 98,23298.2k $6.9m $6.9m 0.00% First filing
60 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 98,13698.1k $6.9m $6.9m 0.01% Reduced -30.6k -30,568
61 Corebridge Financial, Inc. 0.04% of their portfolio HOUSTON, TX 98,05898.1k $6.9m $6.9m 0.04% Reduced -5.3k -5,256
62 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 92,12392.1k $6.5m $6.5m 0.02% Added +2.1k +2,086
63 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 84,16784.2k $5.9m $5.9m 0.01% Added +1.5k +1,489
64 PEREGRINE CAPITAL MANAGEMENT LLC 0.17% of their portfolio MINNEAPOLIS, MN 81,76981.8k $5.8m $5.8m 0.17% Reduced -3.0k -2,993
65 Man Group plc 0.02% of their portfolio LONDON, X0 79,98480.0k $5.7m $5.7m 0.02% Reduced -14.1k -14,063
66 Sterling Capital Management LLC 0.08% of their portfolio CHARLOTTE, NC 79,19279.2k $5.6m $5.6m 0.08% Added +1.0k +1,007
67 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 78,77778.8k $5.6m $5.6m 0.00% Reduced -13.9k -13,913
68 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 74,78074.8k $5.3m $5.3m 0.01% Added +21.4k +21,377
69 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 73,77873.8k $5.2m $5.2m 0.01% Added +41.2k +41,160
70 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 73,54673.5k $5.2m $5.2m 0.00% Reduced -7.0k -6,987
71 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 73,27773.3k $5.2m $5.2m 0.02% Added +145 +145
72 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 71,79471.8k $5.1m $5.1m 0.00% Reduced -1.2k -1,249
73 MetLife Investment Management, LLC 0.03% of their portfolio Whippany, NJ 69,07769.1k $4.9m $4.9m 0.03% Added +4.2k +4,200
74 KENNEDY CAPITAL MANAGEMENT LLC 0.10% of their portfolio ST LOUIS, MO 65,53065.5k $4.6m $4.6m 0.10% Reduced -7.6k -7,602
75 ONTARIO TEACHERS PENSION PLAN BOARD 0.06% of their portfolio Toronto, A6 64,68664.7k $4.6m $4.6m 0.06% Added +8.8k +8,816
76 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 58,89758.9k $4.2m $4.2m 0.01% Reduced -3.1k -3,100
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 53,91053.9k $3.8m $3.8m 0.00% Reduced -584 -584
78 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 52,36252.4k $3.7m $3.7m 0.01% Reduced -1.9k -1,864
79 Maryland State Retirement & Pension System 0.08% of their portfolio BALTIMORE, MD 49,71149.7k $3.5m $3.5m 0.08% Reduced -1.1k -1,118
80 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 48,71648.7k $3.4m $3.4m 0.01% Reduced -32.4k -32,363
81 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 48,02648.0k $3.4m $3.4m 0.00% New
82 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 44,55344.6k $3.2m $3.2m 0.00% Reduced -14.4k -14,435
83 Jefferies Financial Group Inc. 0.03% of their portfolio NEW YORK, NY 44,08344.1k $3.1m $3.1m 0.03% New
84 Phocas Financial Corp. 0.40% of their portfolio ALAMEDA, CA 42,45842.5k $3.0m $3.0m 0.40% Reduced -367 -367
85 ICON ADVISERS INC/CO 0.65% of their portfolio GREENWOOD VILLAGE, CO 41,00041.0k $2.9m $2.9m 0.65% New
86 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 34,68034.7k $2.5m $2.5m 0.01% Added +1.3k +1,345
87 INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio WEST PALM BEACH, FL 34,46034.5k $2.4m $2.4m 0.02% Added +23.6k +23,611
88 GW&K Investment Management, LLC 0.02% of their portfolio BOSTON, MA 34,04834.0k $2.4m $2.4m 0.02% Reduced -2.2k -2,187
89 Redwood Investment Management, LLC 0.23% of their portfolio SCOTTSDALE, AZ 33,77933.8k $2.4m $2.4m 0.23% Reduced -4.2k -4,175
90 Walleye Capital LLC 0.02% of their portfolio NEW YORK, NY 33,75833.8k $2.4m $2.4m 0.02% Added +11.5k +11,454
91 COMERICA BANK 0.01% of their portfolio DALLAS, TX 33,18133.2k $2.3m $2.3m 0.01% Reduced -2.0k -1,987
92 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 32,10832.1k $2.3m $2.3m 0.01% Added +28.3k +28,265
93 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.02% of their portfolio New York, NY 31,83431.8k $2.3m $2.3m 0.02% Reduced -703 -703
94 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,60431.6k $2.2m $2.2m 0.00% Added +17.4k +17,424
95 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 30,36430.4k $2.1m $2.1m 0.00% Reduced -3.4k -3,438
96 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 30,09330.1k $2.1m $2.1m 0.00% Added +404 +404
97 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 30,00630.0k $2.1m $2.1m 0.01% Added +2.9k +2,881
98 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 29,61629.6k $2.1m $2.1m 0.00% Added +24.0k +24,034
99 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 27,80927.8k $2.0m $2.0m 0.00% Added +10.5k +10,500
100 AMALGAMATED BANK 0.02% of their portfolio NEW YORK, NY 27,61227.6k $2.0m $2.0m 0.02% Unchanged