Filing Research | HURN - Huron Consulting Group Inc Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	99.1KSH	$8.9M
2	CONGRESS ASSET MANAGEMENT CO	Shares	94.9KSH	$8.6M
3	ISTHMUS PARTNERS, LLC	Shares	25.6KSH	$2.3M
4	OAK RIDGE INVESTMENTS LLC	Shares	16.0KSH	$1.4M
5	BURNEY CO/	Shares	11.8KSH	$1.1M
6	Pine Valley Investments Ltd Liability Co	Shares	6.7KSH	$606.6K
7	Police & Firemen's Retirement System of New Jersey	Shares	4.7KSH	$424.6K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.0KSH	$419.9K
9	RIVERSEDGE ADVISORS, LLC	Shares	2.2KSH	$201.4K
10	HARBOR INVESTMENT ADVISORY, LLC	Shares	1.8KSH	$165.1K
11	Farther Finance Advisors, LLC	Shares	641SH	$58.1K
12	Curated Wealth Partners LLC	Shares	35.1KSH	$36.4K
13	Versant Capital Management, Inc	Shares	272SH	$24.5K
14	GAMMA Investing LLC	Shares	183SH	$16.5K
15	Cedar Mountain Advisors, LLC	Shares	158SH	$14.2K
16	SBI Securities Co., Ltd.	Shares	91SH	$8.2K
17	SIGNATUREFD, LLC	Shares	62SH	$5.6K
18	EverSource Wealth Advisors, LLC	Shares	39SH	$3.5K
19	FIRST HORIZON CORP	Shares	20SH	$1.8K
20	Fortitude Family Office, LLC	Shares	15SH	$1.4K
21	IFP Advisors, Inc	Shares	13SH	$1.2K
22	Bogart Wealth, LLC	Shares	10SH	$902
23	LRI Investments, LLC	Shares	9SH	$811
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	7SH	$675
25	Handelsbanken Fonder AB	Shares	6.1KSH	$550
26	SJS Investment Consulting Inc.	Shares	5SH	$452
27	JFS WEALTH ADVISORS, LLC	Shares	5SH	$451
28	Creative Capital Management Investments LLC	Shares	2SH	$180
29	GHP Investment Advisors, Inc.	Shares	1SH	$91
30	Hughes Financial Services, LLC	Shares	1SH	$90
31	State of Alaska, Department of Revenue	Shares	1.0KSH	$90

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

44 / 44 loaded

#		Instrument
1	ISTHMUS PARTNERS, LLC added	Shares	+13.7K	+$790.3K	$2.3M
2	Curated Wealth Partners LLC new	Shares	+35.1K	+$36.4K	$36.4K
3	BURNEY CO/ added	Shares	+3.7K	+$29.1K	$1.1M
4	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+581	+$5.7K	$165.1K
5	IFP Advisors, Inc added	Shares	+7	+$407	$1.2K
6	Creative Capital Management Investments LLC new	Shares	+2	+$180	$180
7	JFS WEALTH ADVISORS, LLC added	Shares	+2	+$68	$451
8	GHP Investment Advisors, Inc. unchanged	Shares	0	-$37	$91
9	State of Alaska, Department of Revenue unchanged	Shares	0	-$38	$90
10	SJS Investment Consulting Inc. added	Shares	+1	-$59	$452
11	Sound Income Strategies, LLC exited	Shares	-1	-$128	$0
12	TFC Financial Management, Inc. exited	Shares	-1	-$128	$0
13	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-1.6K	-$203	$0
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$223	$675
15	MassMutual Private Wealth & Trust, FSB exited	Shares	-2	-$255	$0
16	Hughes Financial Services, LLC trimmed	Shares	-2	-$292	$90
17	Bogart Wealth, LLC unchanged	Shares	0	-$373	$902
18	Handelsbanken Fonder AB trimmed	Shares	-2.0K	-$483	$550
19	GAMMA Investing LLC added	Shares	+48	-$712	$16.5K
20	Versant Capital Management, Inc added	Shares	+67	-$1.6K	$24.5K
21	Fortitude Family Office, LLC trimmed	Shares	-11	-$2.0K	$1.4K
22	SIGNATUREFD, LLC trimmed	Shares	-4	-$2.8K	$5.6K
23	FIRST HORIZON CORP trimmed	Shares	-21	-$3.4K	$1.8K
24	LRI Investments, LLC trimmed	Shares	-35	-$4.8K	$811
25	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$5.9K	$14.2K
26	SBI Securities Co., Ltd. trimmed	Shares	-80	-$13.6K	$8.2K
27	EverSource Wealth Advisors, LLC trimmed	Shares	-125	-$17.4K	$3.5K
28	Opal Wealth Advisors, LLC exited	Shares	-196	-$25.0K	$0
29	RIVERSEDGE ADVISORS, LLC unchanged	Shares	0	-$83.4K	$201.4K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+45	-$91.3K	$419.9K
31	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$175.8K	$424.6K
32	CONTRAVISORY INVESTMENT MANAGEMENT, INC. exited	Shares	-1.6K	-$200.7K	$0
33	OLD NATIONAL BANCORP /IN/ exited	Shares	-1.6K	-$202.1K	$0
34	Waldron Private Wealth LLC exited	Shares	-1.8K	-$233.4K	$0
35	Pine Valley Investments Ltd Liability Co unchanged	Shares	0	-$251.2K	$606.6K
36	Farther Finance Advisors, LLC trimmed	Shares	-2.1K	-$296.6K	$58.1K
37	BTC Capital Management, Inc. exited	Shares	-3.2K	-$412.4K	$0
38	Abacus Wealth Partners, LLC exited	Shares	-3.5K	-$449.4K	$0
39	OAK RIDGE INVESTMENTS LLC added	Shares	+486	-$536.0K	$1.4M
40	Ninety One UK Ltd added	Shares	+23.5K	-$697.0K	$8.9M
41	Diversified Trust Co exited	Shares	-5.6K	-$713.4K	$0
42	Y-Intercept (Hong Kong) Ltd exited	Shares	-9.9K	-$1.3M	$0
43	DIVERSIFIED MANAGEMENT INC exited	Shares	-10.3K	-$1.3M	$0
44	CONGRESS ASSET MANAGEMENT CO added	Shares	+948	-$3.4M	$8.6M