Filing Research | MRP - MILLROSE PPTYS INC Institutional Holdings

Snapshot holdings

50 / 107 loaded

#		Instrument	quantity
1	Gilman Hill Asset Management, LLC	Shares	388.4KSH	$11.7M
2	Columbus Macro, LLC	Shares	289.9KSH	$8.7M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	177.4KSH	$5.3M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	150.8KSH	$4.5M
5	Brookstone Capital Management	Shares	105.4KSH	$3.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	107.2KSH	$2.8M
7	Police & Firemen's Retirement System of New Jersey	Shares	69.9KSH	$2.1M
8	Louisiana State Employees Retirement System	Shares	67.6KSH	$2.0M
9	CWA Asset Management Group, LLC	Shares	53.9KSH	$1.6M
10	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	47.3KSH	$1.4M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	41.3KSH	$1.2M
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	39.1KSH	$1.2M
13	INDEPENDENT FINANCIAL GROUP, LLC	Shares	32.8KSH	$984.2K
14	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	30.0KSH	$901.5K
15	SALEM INVESTMENT COUNSELORS INC	Shares	29.0KSH	$872.5K
16	IFM Investors Pty Ltd	Shares	25.1KSH	$754.9K
17	Merit Financial Group, LLC	Shares	25.0KSH	$749.8K
18	Swedbank AB	Shares	22.2KSH	$667.9K
19	Sequoia Financial Advisors, LLC	Shares	21.3KSH	$639.4K
20	Camelot Portfolios, LLC	Shares	17.7KSH	$532.5K
21	Abacus Planning Group, Inc.	Shares	15.3KSH	$461.1K
22	PEAK FINANCIAL ADVISORS LLC	Shares	14.7KSH	$440.3K
23	Y-Intercept (Hong Kong) Ltd	Shares	13.2KSH	$397.7K
24	SIGNATUREFD, LLC	Shares	11.3KSH	$340.1K
25	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	10.9KSH	$326.8K
26	Avior Wealth Management, LLC	Shares	10.1KSH	$302.2K
27	Sivia Capital Partners, LLC	Shares	6.8KSH	$203.7K
28	NorthCrest Asset Manangement, LLC	Shares	7.2KSH	$203.1K
29	Sippican Capital Advisors	Shares	6.7KSH	$202.7K
30	Grove Bank & Trust	Shares	5.4KSH	$162.1K
31	EverSource Wealth Advisors, LLC	Shares	5.1KSH	$152.4K
32	GAMMA Investing LLC	Shares	5.0KSH	$151.1K
33	Kozak & Associates, Inc.	Shares	3.8KSH	$114.1K
34	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.7KSH	$80.8K
35	Farther Finance Advisors, LLC	Shares	2.3KSH	$69.3K
36	ARMSTRONG ADVISORY GROUP, INC	Shares	1.9KSH	$56.4K
37	IFP Advisors, Inc	Shares	1.4KSH	$41.7K
38	FIRST FINANCIAL CORP /IN/	Shares	1.1KSH	$31.8K
39	Fortitude Family Office, LLC	Shares	978SH	$29.4K
40	MassMutual Private Wealth & Trust, FSB	Shares	804SH	$24.2K
41	Sava Infond d.o.o.	Shares	675SH	$20.3K
42	True Wealth Design, LLC	Shares	659SH	$19.8K
43	Central Pacific Bank - Trust Division	Shares	650SH	$19.5K
44	Mirae Asset Global Investments Co., Ltd.	Shares	636SH	$19.1K
45	FINANCIAL CONSULATE, INC	Shares	620SH	$18.6K
46	Rosenberg Matthew Hamilton	Shares	577SH	$17.3K
47	Sachetta, LLC	Shares	490SH	$14.7K
48	JFS WEALTH ADVISORS, LLC	Shares	483SH	$14.5K
49	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	462SH	$13.9K
50	FIRST HORIZON CORP	Shares	454SH	$13.6K

Scroll to load more

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

50 / 117 loaded

#		Instrument
1	Columbus Macro, LLC new	Shares	+289.9K	+$8.7M	$8.7M
2	PEREGRINE CAPITAL MANAGEMENT LLC new	Shares	+177.4K	+$5.3M	$5.3M
3	Gilman Hill Asset Management, LLC added	Shares	+95.7K	+$3.5M	$11.7M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+112.7K	+$3.5M	$4.5M
5	Brookstone Capital Management new	Shares	+105.4K	+$3.2M	$3.2M
6	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+32.8K	+$984.2K	$984.2K
7	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+30.0K	+$901.5K	$901.5K
8	IFM Investors Pty Ltd new	Shares	+25.1K	+$754.9K	$754.9K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+26.9K	+$619.9K	$2.8M
10	Avior Wealth Management, LLC new	Shares	+10.1K	+$302.2K	$302.2K
11	CWA Asset Management Group, LLC added	Shares	+6.0K	+$278.5K	$1.6M
12	Sequoia Financial Advisors, LLC added	Shares	+8.4K	+$278.2K	$639.4K
13	Police & Firemen's Retirement System of New Jersey added	Shares	+3.9K	+$253.8K	$2.1M
14	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+4.6K	+$209.1K	$1.2M
15	Sivia Capital Partners, LLC new	Shares	+6.8K	+$203.7K	$203.7K
16	NorthCrest Asset Manangement, LLC new	Shares	+7.2K	+$203.1K	$203.1K
17	Merit Financial Group, LLC added	Shares	+4.1K	+$164.7K	$749.8K
18	SIGNATUREFD, LLC added	Shares	+4.6K	+$152.6K	$340.1K
19	Louisiana State Employees Retirement System trimmed	Shares	-800	+$116.2K	$2.0M
20	Kozak & Associates, Inc. new	Shares	+3.8K	+$114.1K	$114.1K
21	MONTGOMERY INVESTMENT MANAGEMENT INC unchanged	Shares	0	+$97.0K	$1.4M
22	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-542	+$69.5K	$1.2M
23	Swedbank AB unchanged	Shares	0	+$45.6K	$667.9K
24	Abacus Planning Group, Inc. added	Shares	+277	+$39.2K	$461.1K
25	PEAK FINANCIAL ADVISORS LLC added	Shares	+310	+$38.7K	$440.3K
26	MOODY LYNN LIEBERSON & WALKER, LLC added	Shares	+550	+$37.7K	$326.8K
27	Camelot Portfolios, LLC unchanged	Shares	0	+$36.3K	$532.5K
28	EverSource Wealth Advisors, LLC added	Shares	+602	+$27.3K	$152.4K
29	IFP Advisors, Inc added	Shares	+830	+$26.1K	$41.7K
30	True Wealth Design, LLC added	Shares	+639	+$19.2K	$19.8K
31	Fortitude Family Office, LLC added	Shares	+587	+$18.4K	$29.4K
32	Farther Finance Advisors, LLC added	Shares	+373	+$14.2K	$69.3K
33	Grove Bank & Trust unchanged	Shares	0	+$11.1K	$162.1K
34	HIGHLINE WEALTH PARTNERS LLC added	Shares	+308	+$9.3K	$9.6K
35	Triumph Capital Management new	Shares	+250	+$7.5K	$7.5K
36	Sachetta, LLC added	Shares	+228	+$7.4K	$14.7K
37	Wealth Enhancement Trust Services, Inc. added	Shares	+200	+$6.5K	$13.1K
38	ELEVATION WEALTH PARTNERS, LLC new	Shares	+202	+$6.1K	$6.1K
39	LANARK FINANCIAL, INC. added	Shares	+135	+$4.1K	$4.3K
40	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$3.8K	$56.4K
41	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$3.1K	$80.8K
42	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+100	+$3.0K	$5.1K
43	FIRST FINANCIAL CORP /IN/ unchanged	Shares	0	+$2.2K	$31.8K
44	SJS Investment Consulting Inc. added	Shares	+46	+$1.8K	$7.6K
45	Decker Retirement Planning Inc. added	Shares	+50	+$1.6K	$3.0K
46	JFS WEALTH ADVISORS, LLC added	Shares	+21	+$1.6K	$14.5K
47	Sava Infond d.o.o. unchanged	Shares	0	+$1.4K	$20.3K
48	Central Pacific Bank - Trust Division unchanged	Shares	0	+$1.3K	$19.5K
49	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$1.3K	$18.6K
50	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$947	$13.9K

Scroll to load more