Filing Research | NEO - NEOGENOMICS INC Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	PERKINS CAPITAL MANAGEMENT INC	Shares	110.0KSH	$1.6M
2	MFG WEALTH MANAGEMENT, INC.	Shares	83.5KSH	$1.2M
3	MOODY NATIONAL BANK TRUST DIVISION	Shares	59.0KSH	$860.4K
4	Louisiana State Employees Retirement System	Shares	57.1KSH	$833.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.9KSH	$577.7K
6	Police & Firemen's Retirement System of New Jersey	Shares	39.1KSH	$570.3K
7	Silverberg Bernstein Capital Management LLC	Shares	39.0KSH	$568.7K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	35.3KSH	$514.5K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	30.9KSH	$450.5K
10	FIRST UNITED BANK & TRUST	Shares	23.0KSH	$335.6K
11	HOWLAND CAPITAL MANAGEMENT LLC	Shares	21.1KSH	$308.2K
12	Holos Integrated Wealth LLC	Shares	6.5KSH	$94.3K
13	BURKETT FINANCIAL SERVICES, LLC	Shares	2.8KSH	$41.2K
14	Beaird Harris Wealth Management, LLC	Shares	2.2KSH	$32.5K
15	GAMMA Investing LLC	Shares	2.1KSH	$31.2K
16	Versant Capital Management, Inc	Shares	1.7KSH	$24.9K
17	SBI Securities Co., Ltd.	Shares	1.3KSH	$19.6K
18	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$15.6K
19	Farther Finance Advisors, LLC	Shares	784SH	$11.4K
20	FIRST HORIZON CORP	Shares	737SH	$10.8K
21	IFP Advisors, Inc	Shares	733SH	$10.7K
22	Owl Creek Wealth Partners LLC	Shares	500SH	$7.3K
23	SJS Investment Consulting Inc.	Shares	480SH	$7.0K
24	Miller Global Investments, LLC	Shares	457SH	$6.7K
25	MassMutual Private Wealth & Trust, FSB	Shares	338SH	$4.9K
26	Grove Bank & Trust	Shares	200SH	$2.9K
27	Sachetta, LLC	Shares	190SH	$2.8K
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	157.5KSH	$2.3K
29	Physician Wealth Advisors, Inc.	Shares	112SH	$1.6K
30	Arlington Trust Co LLC	Shares	108SH	$1.6K
31	SIGNATUREFD, LLC	Shares	102SH	$1.5K
32	True Wealth Design, LLC	Shares	98SH	$1.4K
33	FARMERS & MERCHANTS INVESTMENTS INC	Shares	95SH	$1.4K
34	Aspect Partners, LLC	Shares	77SH	$1.1K
35	Wealth Enhancement Trust Services, Inc.	Shares	74SH	$1.1K
36	Fortitude Family Office, LLC	Shares	60SH	$875
37	Spire Wealth Management	Shares	51SH	$744
38	State of Alaska, Department of Revenue	Shares	49.7KSH	$724
39	AMALGAMATED BANK	Shares	35.0KSH	$511
40	JFS WEALTH ADVISORS, LLC	Shares	20SH	$292
41	Abound Wealth Management	Shares	9SH	$132
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	8SH	$117
43	Davis Capital Management	Shares	7SH	$102

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

46 / 46 loaded

#		Instrument
1	MFG WEALTH MANAGEMENT, INC. new	Shares	+83.5K	+$1.2M	$1.2M
2	PERKINS CAPITAL MANAGEMENT INC trimmed	Shares	-22.3K	+$623.4K	$1.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+25.1K	+$451.1K	$577.7K
4	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$422.9K	$860.4K
5	Louisiana State Employees Retirement System trimmed	Shares	-300	+$407.2K	$833.1K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+3.5K	+$306.1K	$570.3K
7	Silverberg Bernstein Capital Management LLC trimmed	Shares	-1.7K	+$266.9K	$568.7K
8	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+65	+$253.3K	$514.5K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$213.1K	$450.5K
10	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$164.9K	$335.6K
11	HOWLAND CAPITAL MANAGEMENT LLC trimmed	Shares	-14.0K	+$47.6K	$308.2K
12	Holos Integrated Wealth LLC unchanged	Shares	0	+$41.9K	$94.3K
13	BURKETT FINANCIAL SERVICES, LLC unchanged	Shares	0	+$20.2K	$41.2K
14	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$16.0K	$32.5K
15	GAMMA Investing LLC trimmed	Shares	-409	+$12.3K	$31.2K
16	Versant Capital Management, Inc unchanged	Shares	0	+$12.2K	$24.9K
17	EverSource Wealth Advisors, LLC added	Shares	+474	+$11.2K	$15.6K
18	IFP Advisors, Inc added	Shares	+682	+$10.3K	$10.7K
19	Farther Finance Advisors, LLC added	Shares	+531	+$9.4K	$11.4K
20	SBI Securities Co., Ltd. trimmed	Shares	-81	+$9.0K	$19.6K
21	SJS Investment Consulting Inc. added	Shares	+473	+$7.0K	$7.0K
22	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$3.6K	$7.3K
23	Miller Global Investments, LLC unchanged	Shares	0	+$3.3K	$6.7K
24	Grove Bank & Trust new	Shares	+200	+$2.9K	$2.9K
25	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$2.4K	$4.9K
26	True Wealth Design, LLC new	Shares	+98	+$1.4K	$1.4K
27	Sachetta, LLC unchanged	Shares	0	+$1.4K	$2.8K
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.5K	+$1.2K	$2.3K
29	Aspect Partners, LLC new	Shares	+77	+$1.1K	$1.1K
30	Wealth Enhancement Trust Services, Inc. new	Shares	+74	+$1.1K	$1.1K
31	Fortitude Family Office, LLC new	Shares	+60	+$875	$875
32	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$803	$1.6K
33	Arlington Trust Co LLC unchanged	Shares	0	+$775	$1.6K
34	Spire Wealth Management new	Shares	+51	+$744	$744
35	SIGNATUREFD, LLC unchanged	Shares	0	+$731	$1.5K
36	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$681	$1.4K
37	JFS WEALTH ADVISORS, LLC new	Shares	+20	+$292	$292
38	AMALGAMATED BANK trimmed	Shares	-2.2K	+$235	$511
39	State of Alaska, Department of Revenue trimmed	Shares	-21.7K	+$195	$724
40	Davis Capital Management new	Shares	+7	+$102	$102
41	Abound Wealth Management unchanged	Shares	0	+$65	$132
42	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-7	+$5	$117
43	Cedar Mountain Advisors, LLC exited	Shares	-23	-$171	$0
44	Sound Income Strategies, LLC exited	Shares	-200	-$1.6K	$0
45	FIRST HORIZON CORP trimmed	Shares	-1.2K	-$3.7K	$10.8K
46	Y-Intercept (Hong Kong) Ltd exited	Shares	-139.8K	-$1.0M	$0