Snapshot holdings
#
1Summit Financial Strategies, Inc.$63.2M
2LMCG INVESTMENTS, LLC$14.0M
3GHP Investment Advisors, Inc.$13.3M
4QRG CAPITAL MANAGEMENT, INC.$12.6M
5Teamwork Financial Advisors, LLC$12.4M
6BANQUE PICTET & CIE SA$12.3M
7BENJAMIN EDWARDS INC$12.1M
8AEGON ASSET MANAGEMENT UK PLC$11.6M
9NAPLES GLOBAL ADVISORS, LLC$10.2M
10Boston Trust Walden Corp$9.4M
11Police & Firemen's Retirement System of New Jersey$9.4M
12FIRST HORIZON CORP$8.6M
13Ellsworth Advisors, LLC$8.1M
14Norman Fields, Gottscho Capital Management, LLC$8.1M
15WEDGE CAPITAL MANAGEMENT L L P/NC$7.4M
16GUYASUTA INVESTMENT ADVISORS INC$6.1M
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.0M
18Czech National Bank$6.0M
19IFM Investors Pty Ltd$6.0M
20GRIMES & Co WEALTH MANAGEMENT, LLC$5.7M
21BNC WEALTH MANAGEMENT, LLC$4.9M
22Liberty Capital Management, Inc.$4.7M
23COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.7M
24Mirae Asset Global Investments Co., Ltd.$4.6M
25Princeton Global Asset Management LLC$4.5M
26ABN AMRO INVESTMENT SOLUTIONS$3.9M
27Curated Wealth Partners LLC$3.8M
28G&S Capital LLC$3.2M
29ROWLANDMILLER & PARTNERS.ADV$3.2M
30Graves Light Lenhart Wealth, Inc.$3.1M
31Assenagon Asset Management S.A.$3.1M
32FINANCIAL ADVISORY PARTNERS, LLC$3.0M
33LANARK FINANCIAL, INC.$3.0M
34PensionDanmark Pensionsforsikringsaktieselskab$2.8M
35Sumitomo Mitsui DS Asset Management Company, Ltd$2.7M
36OLD NATIONAL BANCORP /IN/$2.5M
37BDF-GESTION$2.5M
38BURNEY CO/$2.5M
39Brookstone Capital Management$2.4M
40Avanza Fonder AB$2.3M
41YOUSIF CAPITAL MANAGEMENT, LLC$2.2M
42OLD SECOND NATIONAL BANK OF AURORA$2.1M
43Linden Thomas Advisory Services, LLC$2.0M
44Charles Schwab Trust Co$2.0M
45Fideuram Asset Management (Ireland) dac$1.9M
46LEAVELL INVESTMENT MANAGEMENT, INC.$1.7M
47Prospera Financial Services Inc$1.7M
48CARY STREET PARTNERS FINANCIAL LLC$1.6M
49Sequoia Financial Advisors, LLC$1.6M
50JGP Wealth Management, LLC$1.5M
Scroll to load more
Manager changes
#
1+$11.0M
2+$3.8M
3+$3.1M
4+$2.7M
5+$2.0M
6+$2.0M
7+$1.8M
8+$1.6M
9+$1.4M
10+$1.4M
11+$1.3M
12+$1.2M
13+$1.1M
14+$1.1M
15+$999.8K
16+$959.6K
17+$898.3K
18+$873.9K
19+$849.2K
20+$839.9K
21+$822.7K
22+$799.6K
23+$726.8K
24+$600.5K
25+$538.9K
26+$520.0K
27+$519.2K
28+$516.6K
29+$498.3K
30+$485.1K
31+$469.8K
32+$404.4K
33+$374.1K
34+$360.7K
35+$348.3K
36+$342.0K
37+$322.4K
38+$318.7K
39+$309.0K
40+$285.9K
41+$280.8K
42+$278.1K
43+$273.8K
44+$266.2K
45+$263.8K
46+$263.2K
47+$253.0K
48+$246.1K
49+$242.0K
50+$225.6K
Scroll to load more
Filing Research | PKG - PACKAGING CORP AMER Institutional Holdings