Filing Research | ATR - AptarGroup, Inc. Institutional Holdings

Snapshot holdings

50 / 115 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	1.4MSH	$169.1M
2	Boston Trust Walden Corp	Shares	1.3MSH	$163.2M
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	160.9KSH	$20.1M
4	Howard Capital Management Group, LLC	Shares	138.4KSH	$17.3M
5	Assenagon Asset Management S.A.	Shares	99.9KSH	$12.5M
6	Baker Chad R	Shares	79.1KSH	$9.9M
7	FARMERS & MERCHANTS INVESTMENTS INC	Shares	70.0KSH	$8.8M
8	GHP Investment Advisors, Inc.	Shares	45.4KSH	$5.7M
9	BENJAMIN EDWARDS INC	Shares	42.6KSH	$5.3M
10	HALL LAURIE J TRUSTEE	Shares	29.9KSH	$3.7M
11	Police & Firemen's Retirement System of New Jersey	Shares	27.9KSH	$3.5M
12	Y-Intercept (Hong Kong) Ltd	Shares	26.3KSH	$3.3M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.2KSH	$2.9M
14	Louisiana State Employees Retirement System	Shares	18.7KSH	$2.3M
15	Aprio Wealth Management, LLC	Shares	18.4KSH	$2.3M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.2KSH	$2.3M
17	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	Shares	17.5KSH	$2.2M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	15.3KSH	$1.9M
19	Vest Financial, LLC	Shares	13.4KSH	$1.7M
20	EXCHANGE TRADED CONCEPTS, LLC	Shares	11.2KSH	$1.4M
21	ALBERT D MASON INC	Shares	10.5KSH	$1.3M
22	Diversified Trust Co	Shares	9.4KSH	$1.2M
23	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.2KSH	$1.2M
24	NWAM LLC	Shares	9.2KSH	$1.1M
25	McCollum Christoferson Group LLC	Shares	8.4KSH	$1.1M
26	180 WEALTH ADVISORS, LLC	Shares	8.1KSH	$1.0M
27	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	7.7KSH	$970.0K
28	DAVENPORT & Co LLC	Shares	5.8KSH	$721.2K
29	Townsend & Associates, Inc	Shares	5.4KSH	$701.5K
30	Crossmark Global Holdings, Inc.	Shares	5.5KSH	$693.2K
31	GUYASUTA INVESTMENT ADVISORS INC	Shares	5.1KSH	$641.0K
32	SECURIAN ASSET MANAGEMENT, INC	Shares	4.7KSH	$627.2K
33	Tributary Capital Management, LLC	Shares	4.7KSH	$593.2K
34	MOODY NATIONAL BANK TRUST DIVISION	Shares	4.4KSH	$549.9K
35	Versant Capital Management, Inc	Shares	4.2KSH	$523.5K
36	Morningstar Investment Management LLC	Shares	4.1KSH	$510.5K
37	Legacy Wealth Asset Management, LLC	Shares	3.8KSH	$478.9K
38	Aaron Wealth Advisors LLC	Shares	3.4KSH	$425.6K
39	Canvas Wealth Advisors, LLC	Shares	3.0KSH	$370.5K
40	FULTON BANK, N.A.	Shares	2.9KSH	$368.0K
41	Crumly & Associates Inc.	Shares	2.8KSH	$348.8K
42	Mosley Wealth Management	Shares	2.7KSH	$339.1K
43	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	2.7KSH	$333.8K
44	Ballentine Partners, LLC	Shares	2.6KSH	$320.4K
45	NOVEM GROUP	Shares	2.5KSH	$315.3K
46	Oak Thistle LLC	Shares	2.3KSH	$286.0K
47	First National Advisers, LLC	Shares	2.3KSH	$285.1K
48	Platform Technology Partners	Shares	2.1KSH	$257.9K
49	GATEWAY INVESTMENT ADVISERS LLC	Shares	2.0KSH	$251.4K
50	Venturi Wealth Management, LLC	Shares	2.0KSH	$250.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 128 loaded

#		Instrument
1	River Road Asset Management, LLC added	Shares	+173.7K	+$20.8M	$169.1M
2	CONFLUENCE INVESTMENT MANAGEMENT LLC new	Shares	+160.9K	+$20.1M	$20.1M
3	Assenagon Asset Management S.A. new	Shares	+99.9K	+$12.5M	$12.5M
4	BENJAMIN EDWARDS INC new	Shares	+42.6K	+$5.3M	$5.3M
5	Diversified Trust Co new	Shares	+9.4K	+$1.2M	$1.2M
6	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+5.7K	+$704.8K	$1.2M
7	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5.4K	+$679.1K	$970.0K
8	180 WEALTH ADVISORS, LLC added	Shares	+3.6K	+$441.6K	$1.0M
9	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+3.5K	+$430.5K	$1.4M
10	Aaron Wealth Advisors LLC new	Shares	+3.4K	+$425.6K	$425.6K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.3K	+$415.9K	$2.9M
12	Mosley Wealth Management new	Shares	+2.7K	+$339.1K	$339.1K
13	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+3.0K	+$321.1K	$8.8M
14	NWAM LLC added	Shares	+2.3K	+$284.0K	$1.1M
15	Platform Technology Partners new	Shares	+2.1K	+$257.9K	$257.9K
16	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+2.0K	+$251.4K	$251.4K
17	Venturi Wealth Management, LLC new	Shares	+2.0K	+$250.7K	$250.7K
18	NorthCrest Asset Manangement, LLC new	Shares	+2.0K	+$244.3K	$244.3K
19	Legacy Advisory Services, LLC new	Shares	+1.6K	+$205.0K	$205.0K
20	Canvas Wealth Advisors, LLC added	Shares	+1.1K	+$140.0K	$370.5K
21	Curated Wealth Partners LLC new	Shares	+106.9K	+$136.8K	$136.8K
22	Versant Capital Management, Inc added	Shares	+1.0K	+$127.8K	$523.5K
23	Howard Capital Management Group, LLC added	Shares	+1.5K	+$70.4K	$17.3M
24	GAMMA Investing LLC added	Shares	+480	+$59.2K	$201.2K
25	ELEVATION WEALTH PARTNERS, LLC added	Shares	+412	+$51.6K	$54.5K
26	Crossmark Global Holdings, Inc. added	Shares	+339	+$38.2K	$693.2K
27	Crumly & Associates Inc. added	Shares	+318	+$37.8K	$348.8K
28	HALL LAURIE J TRUSTEE added	Shares	+460	+$33.4K	$3.7M
29	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$31.2K	$627.2K
30	Townsend & Associates, Inc unchanged	Shares	0	+$28.9K	$701.5K
31	FULTON BANK, N.A. added	Shares	+247	+$28.7K	$368.0K
32	True Wealth Design, LLC added	Shares	+178	+$22.1K	$49.7K
33	SIGNATUREFD, LLC added	Shares	+132	+$16.1K	$89.0K
34	Optas, LLC added	Shares	+105	+$11.6K	$249.6K
35	Vest Financial, LLC added	Shares	+174	+$11.0K	$1.7M
36	HIGHLINE WEALTH PARTNERS LLC new	Shares	+75	+$9.4K	$9.4K
37	STEPH & CO added	Shares	+61	+$6.9K	$116.7K
38	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+45	+$5.3K	$53.1K
39	LRI Investments, LLC new	Shares	+37	+$4.6K	$4.6K
40	SJS Investment Consulting Inc. added	Shares	+34	+$4.2K	$16.5K
41	Marquette Asset Management, LLC added	Shares	+30	+$3.8K	$4.3K
42	BFSG, LLC new	Shares	+25	+$3.1K	$3.1K
43	Crewe Advisors LLC added	Shares	+24	+$2.9K	$13.4K
44	Handelsbanken Fonder AB added	Shares	+23.7K	+$2.9K	$20.7K
45	WEST PACES ADVISORS INC. new	Shares	+20	+$2.5K	$2.5K
46	Physician Wealth Advisors, Inc. added	Shares	+19	+$2.4K	$2.9K
47	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$2.1K	$137.8K
48	Creative Capital Management Investments LLC new	Shares	+16	+$2.0K	$2.0K
49	Cromwell Holdings LLC added	Shares	+12	+$1.5K	$2.3K
50	High Note Wealth, LLC added	Shares	+9	+$1.1K	$5.3K

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