Filing Research | NBR - Nabors Industries Ltd Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	90.6KSH	$7.6M
2	Arlington Capital Management, Inc.	Shares	37.4KSH	$3.1M
3	Mirae Asset Global Investments Co., Ltd.	Shares	9.7KSH	$810.9K
4	MARATHON CAPITAL MANAGEMENT	Shares	7.5KSH	$630.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.7KSH	$388.5K
6	Police & Firemen's Retirement System of New Jersey	Shares	4.5KSH	$375.9K
7	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	4.1KSH	$344.0K
8	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.5KSH	$293.4K
9	Foster Victor Wealth Advisors, LLC	Shares	2.9KSH	$243.0K
10	SIGNATUREFD, LLC	Shares	1.6KSH	$131.8K
11	GAMMA Investing LLC	Shares	997SH	$83.8K
12	IFP Advisors, Inc	Shares	436SH	$36.6K
13	Versant Capital Management, Inc	Shares	426SH	$35.8K
14	SBI Securities Co., Ltd.	Shares	408SH	$34.3K
15	Fortitude Family Office, LLC	Shares	324SH	$27.2K
16	EverSource Wealth Advisors, LLC	Shares	314SH	$26.4K
17	Farther Finance Advisors, LLC	Shares	314SH	$26.4K
18	Founders Capital Management	Shares	200SH	$16.8K
19	Carolina Wealth Advisors, LLC	Shares	196SH	$16.5K
20	Physician Wealth Advisors, Inc.	Shares	83SH	$7.0K
21	MassMutual Private Wealth & Trust, FSB	Shares	80SH	$6.7K
22	Blue Trust, Inc.	Shares	64SH	$5.4K
23	True Wealth Design, LLC	Shares	53SH	$4.5K
24	Wealth Enhancement Trust Services, Inc.	Shares	48SH	$4.0K
25	Valued Wealth Advisors LLC	Shares	36SH	$3.0K
26	SJS Investment Consulting Inc.	Shares	30SH	$2.5K
27	Arlington Trust Co LLC	Shares	23SH	$1.9K
28	Hughes Financial Services, LLC	Shares	10SH	$840
29	LRI Investments, LLC	Shares	10SH	$840
30	Center for Financial Planning, Inc.	Shares	4SH	$337
31	Key FInancial Inc	Shares	4SH	$336

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

34 / 34 loaded

#		Instrument
1	HENNESSY ADVISORS INC new	Shares	+90.6K	+$7.6M	$7.6M
2	Arlington Capital Management, Inc. new	Shares	+37.4K	+$3.1M	$3.1M
3	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+4.1K	+$344.0K	$344.0K
4	Foster Victor Wealth Advisors, LLC new	Shares	+2.9K	+$243.0K	$243.0K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+450	+$45.9K	$388.5K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+548	+$38.0K	$375.9K
7	IFP Advisors, Inc added	Shares	+225	+$18.5K	$36.6K
8	Carolina Wealth Advisors, LLC added	Shares	+85	+$6.9K	$16.5K
9	Wealth Enhancement Trust Services, Inc. new	Shares	+48	+$4.0K	$4.0K
10	Farther Finance Advisors, LLC added	Shares	+12	+$2.4K	$26.4K
11	True Wealth Design, LLC added	Shares	+27	+$2.2K	$4.5K
12	Valued Wealth Advisors LLC added	Shares	+5	+$357	$3.0K
13	SJS Investment Consulting Inc. added	Shares	+4	+$283	$2.5K
14	Hughes Financial Services, LLC added	Shares	+1	+$65	$840
15	Center for Financial Planning, Inc. unchanged	Shares	0	-$8	$337
16	Key FInancial Inc unchanged	Shares	0	-$8	$336
17	LRI Investments, LLC unchanged	Shares	0	-$21	$840
18	Arlington Trust Co LLC unchanged	Shares	0	-$47	$1.9K
19	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$164	$6.7K
20	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$170	$7.0K
21	Founders Capital Management unchanged	Shares	0	-$410	$16.8K
22	JFS WEALTH ADVISORS, LLC exited	Shares	-7	-$603	$0
23	Fortitude Family Office, LLC unchanged	Shares	0	-$664	$27.2K
24	Blue Trust, Inc. trimmed	Shares	-8	-$819	$5.4K
25	Versant Capital Management, Inc unchanged	Shares	0	-$874	$35.8K
26	SBI Securities Co., Ltd. trimmed	Shares	-3	-$1.1K	$34.3K
27	GAMMA Investing LLC added	Shares	+9	-$1.3K	$83.8K
28	SIGNATUREFD, LLC trimmed	Shares	-6	-$3.7K	$131.8K
29	Wilkerson Advisory Group LLC exited	Shares	-50	-$4.3K	$0
30	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-4	-$7.5K	$293.4K
31	MARATHON CAPITAL MANAGEMENT unchanged	Shares	0	-$15.4K	$630.1K
32	Mirae Asset Global Investments Co., Ltd. unchanged	Shares	0	-$19.8K	$810.9K
33	EverSource Wealth Advisors, LLC trimmed	Shares	-308	-$27.2K	$26.4K
34	Investors Research Corp exited	Shares	-622	-$53.5K	$0