Filing Research | WAL - WESTERN ALLIANCE BANCORP Institutional Holdings

Snapshot holdings

50 / 91 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	162.7KSH	$13.4M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	93.1KSH	$6.3M
3	Sequoia Financial Advisors, LLC	Shares	65.6KSH	$5.4M
4	SALZHAUER MICHAEL	Shares	54.7KSH	$4.5M
5	Y-Intercept (Hong Kong) Ltd	Shares	50.0KSH	$4.1M
6	Police & Firemen's Retirement System of New Jersey	Shares	47.6KSH	$3.9M
7	Oak Thistle LLC	Shares	33.5KSH	$2.8M
8	Louisiana State Employees Retirement System	Shares	30.0KSH	$2.5M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	29.1KSH	$2.4M
10	TriaGen Wealth Management LLC	Shares	20.0KSH	$1.6M
11	Merit Financial Group, LLC	Shares	18.6KSH	$1.5M
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	15.6KSH	$1.3M
13	NorthCrest Asset Manangement, LLC	Shares	15.6KSH	$1.3M
14	Lodestone Wealth Management LLC	Shares	13.4KSH	$1.1M
15	Sivia Capital Partners, LLC	Shares	12.5KSH	$1.0M
16	WADDELL & ASSOCIATES, LLC	Shares	7.8KSH	$641.5K
17	WestHill Financial Advisors, Inc.	Shares	7.6KSH	$628.6K
18	SECURIAN ASSET MANAGEMENT, INC	Shares	7.5KSH	$620.9K
19	JACKSON SQUARE CAPITAL, LLC	Shares	7.2KSH	$593.8K
20	Yorktown Management & Research Co Inc	Shares	7.2KSH	$591.8K
21	Brady Martz Wealth Solutions, LLC	Shares	7.2KSH	$590.8K
22	D.A. DAVIDSON & CO.	Shares	6.4KSH	$527.5K
23	Wedmont Private Capital	Shares	6.3KSH	$510.5K
24	Forum Financial Management, LP	Shares	6.1KSH	$497.8K
25	GATEWAY INVESTMENT ADVISERS LLC	Shares	5.3KSH	$435.7K
26	Crossmark Global Holdings, Inc.	Shares	4.9KSH	$406.6K
27	Prospera Financial Services Inc	Shares	4.8KSH	$396.1K
28	BFSG, LLC	Shares	4.7KSH	$382.9K
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.6KSH	$380.2K
30	TTP Investments, Inc.	Shares	4.6KSH	$378.1K
31	MISSION WEALTH MANAGEMENT, LP	Shares	4.4KSH	$365.5K
32	EverSource Wealth Advisors, LLC	Shares	4.0KSH	$332.4K
33	Apollon Wealth Management, LLC	Shares	4.0KSH	$331.7K
34	RIVERSEDGE ADVISORS, LLC	Shares	3.9KSH	$319.9K
35	Capstone Wealth Management, LLC	Shares	3.7KSH	$303.2K
36	WEATHERLY ASSET MANAGEMENT L. P.	Shares	3.6KSH	$297.2K
37	GFG Capital, LLC	Shares	3.6KSH	$293.5K
38	Fifth Third Wealth Advisors LLC	Shares	3.3KSH	$273.9K
39	Abacus Wealth Partners, LLC	Shares	3.3KSH	$267.3K
40	IFP Advisors, Inc	Shares	3.1KSH	$256.2K
41	Sippican Capital Advisors	Shares	3.0KSH	$245.4K
42	Farther Finance Advisors, LLC	Shares	3.0KSH	$243.6K
43	GAMMA Investing LLC	Shares	2.7KSH	$224.7K
44	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.5KSH	$206.3K
45	Penobscot Investment Management Company, Inc.	Shares	2.5KSH	$205.5K
46	Bank of New Hampshire	Shares	2.4KSH	$195.8K
47	Versant Capital Management, Inc	Shares	2.3KSH	$189.3K
48	SIGNATUREFD, LLC	Shares	1.9KSH	$157.7K
49	Palouse Capital Management, Inc.	Shares	1.3KSH	$103.7K
50	True Wealth Design, LLC	Shares	875SH	$71.9K

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

50 / 98 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+78.3K	+$5.2M	$6.3M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+24.1K	+$2.3M	$4.1M
3	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+920	+$1.9M	$13.4M
4	Oak Thistle LLC added	Shares	+20.9K	+$1.9M	$2.8M
5	TriaGen Wealth Management LLC new	Shares	+20.0K	+$1.6M	$1.6M
6	Merit Financial Group, LLC new	Shares	+18.6K	+$1.5M	$1.5M
7	NorthCrest Asset Manangement, LLC new	Shares	+15.6K	+$1.3M	$1.3M
8	Sivia Capital Partners, LLC new	Shares	+12.5K	+$1.0M	$1.0M
9	Sequoia Financial Advisors, LLC added	Shares	+3.9K	+$1.0M	$5.4M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+2.2K	+$696.3K	$3.9M
11	SALZHAUER MICHAEL added	Shares	+512	+$657.3K	$4.5M
12	WADDELL & ASSOCIATES, LLC new	Shares	+7.8K	+$641.5K	$641.5K
13	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+5.3K	+$435.7K	$435.7K
14	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+4.6K	+$380.2K	$380.2K
15	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.4K	+$365.5K	$365.5K
16	Louisiana State Employees Retirement System added	Shares	+200	+$354.7K	$2.5M
17	Apollon Wealth Management, LLC new	Shares	+4.0K	+$331.7K	$331.7K
18	Yorktown Management & Research Co Inc added	Shares	+3.5K	+$329.7K	$591.8K
19	Lodestone Wealth Management LLC added	Shares	+2.5K	+$328.7K	$1.1M
20	RIVERSEDGE ADVISORS, LLC new	Shares	+3.9K	+$319.9K	$319.9K
21	Capstone Wealth Management, LLC new	Shares	+3.7K	+$303.2K	$303.2K
22	IFP Advisors, Inc added	Shares	+2.7K	+$229.6K	$256.2K
23	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.7K	+$207.2K	$2.4M
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+2.5K	+$206.3K	$206.3K
25	EverSource Wealth Advisors, LLC added	Shares	+2.3K	+$205.7K	$332.4K
26	Penobscot Investment Management Company, Inc. new	Shares	+2.5K	+$205.5K	$205.5K
27	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-150	+$166.4K	$1.3M
28	Brady Martz Wealth Solutions, LLC added	Shares	+196	+$95.5K	$590.8K
29	SECURIAN ASSET MANAGEMENT, INC added	Shares	+23	+$88.0K	$620.9K
30	Farther Finance Advisors, LLC added	Shares	+803	+$87.4K	$243.6K
31	WestHill Financial Advisors, Inc. unchanged	Shares	0	+$86.8K	$628.6K
32	Crossmark Global Holdings, Inc. added	Shares	+300	+$77.4K	$406.6K
33	Forum Financial Management, LP unchanged	Shares	0	+$68.7K	$497.8K
34	True Wealth Design, LLC added	Shares	+807	+$67.1K	$71.9K
35	Wedmont Private Capital added	Shares	+400	+$66.0K	$510.5K
36	JACKSON SQUARE CAPITAL, LLC trimmed	Shares	-269	+$62.9K	$593.8K
37	HIGHLINE WEALTH PARTNERS LLC added	Shares	+687	+$57.1K	$61.3K
38	D.A. DAVIDSON & CO. trimmed	Shares	-250	+$55.1K	$527.5K
39	Prospera Financial Services Inc trimmed	Shares	-25	+$52.9K	$396.1K
40	BFSG, LLC unchanged	Shares	0	+$52.9K	$382.9K
41	Bank of New Hampshire added	Shares	+353	+$52.0K	$195.8K
42	GAMMA Investing LLC added	Shares	+264	+$49.7K	$224.7K
43	WEATHERLY ASSET MANAGEMENT L. P. unchanged	Shares	0	+$41.0K	$297.2K
44	GFG Capital, LLC unchanged	Shares	0	+$40.5K	$293.5K
45	Fifth Third Wealth Advisors LLC trimmed	Shares	-10	+$37.1K	$273.9K
46	Wealth Enhancement Trust Services, Inc. added	Shares	+382	+$31.7K	$33.9K
47	SJS Investment Consulting Inc. added	Shares	+358	+$30.8K	$39.0K
48	SIGNATUREFD, LLC added	Shares	+126	+$30.7K	$157.7K
49	Palouse Capital Management, Inc. unchanged	Shares	0	+$14.3K	$103.7K
50	Bogart Wealth, LLC added	Shares	+119	+$10.4K	$14.1K

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