Filing Research | PRIM - Primoris Services Corp Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	384.5KSH	$38.1M
2	ARDSLEY ADVISORY PARTNERS LP	Shares	135.0KSH	$13.4M
3	Swedbank AB	Shares	130.0KSH	$12.9M
4	BOURGEON CAPITAL MANAGEMENT LLC	Shares	110.5KSH	$11.0M
5	Y-Intercept (Hong Kong) Ltd	Shares	92.6KSH	$9.2M
6	Vest Financial, LLC	Shares	56.1KSH	$5.6M
7	Freedom Day Solutions, LLC	Shares	31.9KSH	$3.2M
8	Police & Firemen's Retirement System of New Jersey	Shares	24.2KSH	$2.4M
9	Louisiana State Employees Retirement System	Shares	23.8KSH	$2.4M
10	Arizona PSPRS Trust	PUT	23.5KSH	$2.3M
11	TECTONIC ADVISORS LLC	Shares	18.7KSH	$1.9M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.8KSH	$1.5M
13	Ifrah Financial Services, Inc.	Shares	14.6KSH	$1.5M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.9KSH	$1.3M
15	J.W. COLE ADVISORS, INC.	Shares	12.7KSH	$1.3M
16	DAVENPORT & Co LLC	Shares	8.9KSH	$879.1K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.1KSH	$788.1K
18	SHEETS SMITH WEALTH MANAGEMENT	Shares	6.2KSH	$618.7K
19	CONGRESS ASSET MANAGEMENT CO	Shares	5.9KSH	$589.0K
20	New England Research & Management, Inc.	Shares	4.9KSH	$485.7K
21	QRG CAPITAL MANAGEMENT, INC.	Shares	4.7KSH	$466.0K
22	Farther Finance Advisors, LLC	Shares	4.1KSH	$410.7K
23	Yorktown Management & Research Co Inc	Shares	4.1KSH	$406.4K
24	Uncommon Cents Investing LLC	Shares	3.8KSH	$377.6K
25	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	3.5KSH	$348.1K
26	Apeiron RIA LLC	Shares	3.2KSH	$319.8K
27	PFG Investments, LLC	Shares	2.9KSH	$289.1K
28	PFW Advisors LLC	Shares	2.8KSH	$281.7K
29	Crossmark Global Holdings, Inc.	Shares	2.8KSH	$277.0K
30	SLT Holdings LLC	Shares	2.8KSH	$275.6K
31	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.4KSH	$241.0K
32	Fortis Group Advisors, LLC	Shares	2.4KSH	$235.1K
33	Fifth Third Wealth Advisors LLC	Shares	2.1KSH	$212.8K
34	COLUMBIA ADVISORY PARTNERS LLC	Shares	2.1KSH	$210.2K
35	MRA Advisory Group	Shares	2.1KSH	$209.3K
36	Sequoia Financial Advisors, LLC	Shares	2.1KSH	$205.5K
37	EXCHANGE TRADED CONCEPTS, LLC	Shares	876SH	$86.8K
38	Versant Capital Management, Inc	Shares	498SH	$49.4K
39	IFP Advisors, Inc	Shares	452SH	$44.8K
40	GAMMA Investing LLC	Shares	356SH	$35.3K
41	SALEM INVESTMENT COUNSELORS INC	Shares	285SH	$28.3K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	200SH	$18.6K
43	SIGNATUREFD, LLC	Shares	177SH	$17.5K
44	Handelsbanken Fonder AB	Shares	167.9KSH	$16.6K
45	SBI Securities Co., Ltd.	Shares	123SH	$12.2K
46	EverSource Wealth Advisors, LLC	Shares	111SH	$11.0K
47	Crewe Advisors LLC	Shares	74SH	$7.3K
48	AMERICAN NATIONAL BANK & TRUST	Shares	72SH	$7.1K
49	Blue Trust, Inc.	Shares	66SH	$6.5K
50	A. D. Beadell Investment Counsel, Inc.	Shares	51.0KSH	$5.1K

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

50 / 100 loaded

#		Instrument
1	ARDSLEY ADVISORY PARTNERS LP new	Shares	+135.0K	+$13.4M	$13.4M
2	BOURGEON CAPITAL MANAGEMENT LLC new	Shares	+110.5K	+$11.0M	$11.0M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+92.6K	+$9.2M	$9.2M
4	Arizona PSPRS Trust new	PUT	+23.5K	+$2.3M	$2.3M
5	SHEETS SMITH WEALTH MANAGEMENT new	Shares	+6.2K	+$618.7K	$618.7K
6	J.W. COLE ADVISORS, INC. added	Shares	+7.6K	+$524.3K	$1.3M
7	New England Research & Management, Inc. new	Shares	+4.9K	+$485.7K	$485.7K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+9.5K	+$300.6K	$2.4M
9	SLT Holdings LLC new	Shares	+2.8K	+$275.6K	$275.6K
10	Fortis Group Advisors, LLC new	Shares	+2.4K	+$235.1K	$235.1K
11	MRA Advisory Group new	Shares	+2.1K	+$209.3K	$209.3K
12	Farther Finance Advisors, LLC added	Shares	+1.8K	+$52.7K	$410.7K
13	Apeiron RIA LLC added	Shares	+1.3K	+$47.1K	$319.8K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+200	+$18.6K	$18.6K
15	Handelsbanken Fonder AB added	Shares	+152.9K	+$14.5K	$16.6K
16	Sequoia Financial Advisors, LLC added	Shares	+659	+$3.2K	$205.5K
17	Valued Wealth Advisors LLC new	Shares	+17	+$1.7K	$1.7K
18	Cromwell Holdings LLC new	Shares	+13	+$1.3K	$1.3K
19	Creative Capital Management Investments LLC new	Shares	+12	+$1.2K	$1.2K
20	PARK AVENUE SECURITIES LLC added	Shares	+9.7K	+$846	$1.2K
21	LRI Investments, LLC new	Shares	+4	+$396	$396
22	Mascoma Wealth Management LLC new	Shares	+4	+$396	$396
23	Davis Capital Management new	Shares	+3	+$297	$297
24	SJS Investment Consulting Inc. added	Shares	+5	+$56	$1.5K
25	Activest Wealth Management new	Shares	0	$0	$0
26	Matrix Trust Co exited	Shares	-161	-$23	$0
27	Abound Wealth Management unchanged	Shares	0	-$132	$298
28	Trust Co unchanged	Shares	0	-$219	$496
29	True Wealth Design, LLC unchanged	Shares	0	-$220	$496
30	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-1	-$363	$496
31	Vermillion Wealth Management, Inc. exited	Shares	-4	-$572	$0
32	AMALGAMATED BANK added	Shares	+665	-$616	$1.6K
33	DiNuzzo Private Wealth, Inc. trimmed	Shares	-2	-$725	$992
34	Cedar Mountain Advisors, LLC exited	Shares	-6	-$858	$0
35	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$1.1K	$2.5K
36	GoalVest Advisory LLC unchanged	Shares	0	-$1.3K	$2.9K
37	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-3.7K	-$1.3K	$1.7K
38	TOTH FINANCIAL ADVISORY CORP exited	Shares	-10	-$1.4K	$0
39	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$1.8K	$4.2K
40	ARMSTRONG ADVISORY GROUP, INC exited	Shares	-15	-$2.1K	$0
41	State of Alaska, Department of Revenue trimmed	Shares	-8.8K	-$2.2K	$2.0K
42	A. D. Beadell Investment Counsel, Inc. trimmed	Shares	-1.3K	-$2.4K	$5.1K
43	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-8	-$2.5K	$3.1K
44	Raleigh Capital Management Inc. exited	Shares	-18	-$2.6K	$0
45	SIGNATUREFD, LLC added	Shares	+34	-$2.9K	$17.5K
46	AMERICAN NATIONAL BANK & TRUST unchanged	Shares	0	-$3.2K	$7.1K
47	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$3.3K	$3.8K
48	Fortitude Family Office, LLC trimmed	Shares	-16	-$3.6K	$2.9K
49	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$12.5K	$28.3K
50	SBI Securities Co., Ltd. trimmed	Shares	-70	-$15.4K	$12.2K

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