Filing Research | TELUS CORPORATION Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	INTACT INVESTMENT MANAGEMENT INC.	Shares	4.6MSH	$49.2M
2	Vest Financial, LLC	Shares	859.1KSH	$9.1M
3	PensionDanmark Pensionsforsikringsaktieselskab	Shares	199.1KSH	$2.1M
4	Cardinal Point Capital Management ULC	Shares	178.9KSH	$1.9M
5	Pacifica Partners Inc.	Shares	153.1KSH	$1.6M
6	Investors Research Corp	Shares	76.2KSH	$805.2K
7	Crossmark Global Holdings, Inc.	Shares	55.8KSH	$589.9K
8	Avanza Fonder AB	Shares	30.4KSH	$455.7K
9	Aaron Wealth Advisors LLC	Shares	37.2KSH	$393.7K
10	Versant Capital Management, Inc	Shares	33.4KSH	$352.8K
11	Fideuram Asset Management (Ireland) dac	Shares	18.7KSH	$303.8K
12	Addenda Capital Inc.	Shares	19.4KSH	$299.1K
13	Intrua Financial, LLC	Shares	24.9KSH	$263.0K
14	Rempart Asset Management Inc.	Shares	22.4KSH	$235.9K
15	ABN AMRO INVESTMENT SOLUTIONS	Shares	17.2KSH	$182.2K
16	CIDEL ASSET MANAGEMENT INC	Shares	16.1KSH	$170.7K
17	D.A. DAVIDSON & CO.	Shares	16.1KSH	$170.4K
18	JCIC Asset Management Inc.	Shares	12.9KSH	$165.5K
19	B. Riley Wealth Advisors, Inc.	Shares	12.4KSH	$133.6K
20	UHLMANN PRICE SECURITIES, LLC	Shares	12.3KSH	$130.0K
21	Abel Hall, LLC	Shares	12.0KSH	$126.8K
22	LOUISBOURG INVESTMENTS INC.	Shares	4.6KSH	$49.0K
23	EverSource Wealth Advisors, LLC	Shares	4.4KSH	$47.0K
24	Farther Finance Advisors, LLC	Shares	3.1KSH	$32.6K
25	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	Shares	2.0MSH	$29.3K
26	SBI Securities Co., Ltd.	Shares	2.1KSH	$21.7K
27	HM PAYSON & CO	Shares	1.5KSH	$16.2K
28	Cromwell Holdings LLC	Shares	1.4KSH	$15.7K
29	Citizens National Bank Trust Department	Shares	1.2KSH	$12.7K
30	Hilltop National Bank	Shares	1.0KSH	$10.6K
31	Physician Wealth Advisors, Inc.	Shares	660SH	$7.0K
32	Indiana Trust & Investment Management Co	Shares	560SH	$5.9K
33	Center for Financial Planning, Inc.	Shares	404SH	$4.3K
34	MassMutual Private Wealth & Trust, FSB	Shares	370SH	$3.9K
35	West Financial Advisors, LLC	Shares	300SH	$3.2K
36	Spire Wealth Management	Shares	273SH	$2.9K
37	ELEVATION WEALTH PARTNERS, LLC	Shares	240SH	$2.5K
38	True Wealth Design, LLC	Shares	222SH	$2.3K
39	CoreCap Advisors, LLC	Shares	200SH	$2.1K
40	SIGNATUREFD, LLC	Shares	190SH	$2.0K
41	IFP Advisors, Inc	Shares	188SH	$2.0K
42	Bangor Savings Bank	Shares	100SH	$1.1K
43	LifeSteps Financial, Inc.	Shares	100SH	$1.1K
44	JFS WEALTH ADVISORS, LLC	Shares	78SH	$825
45	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	1SH	$11

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

50 / 51 loaded

#		Instrument
1	Vest Financial, LLC added	Shares	+401.0K	+$3.2M	$9.1M
2	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+86.3K	+$686.7K	$2.1M
3	Aaron Wealth Advisors LLC new	Shares	+37.2K	+$393.7K	$393.7K
4	Fideuram Asset Management (Ireland) dac new	Shares	+18.7K	+$303.8K	$303.8K
5	CIDEL ASSET MANAGEMENT INC new	Shares	+16.1K	+$170.7K	$170.7K
6	Versant Capital Management, Inc added	Shares	+16.1K	+$131.4K	$352.8K
7	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+5.5K	+$32.1K	$182.2K
8	MassMutual Private Wealth & Trust, FSB added	Shares	+334	+$3.4K	$3.9K
9	SBI Securities Co., Ltd. added	Shares	+620	+$3.3K	$21.7K
10	ELEVATION WEALTH PARTNERS, LLC new	Shares	+240	+$2.5K	$2.5K
11	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd trimmed	Shares	-151.7K	+$1.8K	$29.3K
12	LifeSteps Financial, Inc. new	Shares	+100	+$1.1K	$1.1K
13	JFS WEALTH ADVISORS, LLC new	Shares	+78	+$825	$825
14	Physician Wealth Advisors, Inc. added	Shares	+160	+$562	$7.0K
15	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+1	+$11	$11
16	JCIC Asset Management Inc. unchanged	Shares	0	$0	$165.5K
17	Bangor Savings Bank unchanged	Shares	0	-$226	$1.1K
18	SIGNATUREFD, LLC unchanged	Shares	0	-$430	$2.0K
19	CoreCap Advisors, LLC unchanged	Shares	0	-$452	$2.1K
20	Spire Wealth Management unchanged	Shares	0	-$617	$2.9K
21	West Financial Advisors, LLC unchanged	Shares	0	-$678	$3.2K
22	Center for Financial Planning, Inc. unchanged	Shares	0	-$913	$4.3K
23	Indiana Trust & Investment Management Co unchanged	Shares	0	-$1.3K	$5.9K
24	LOUISBOURG INVESTMENTS INC. added	Shares	+700	-$1.6K	$49.0K
25	Hughes Financial Services, LLC exited	Shares	-154	-$2.0K	$0
26	True Wealth Design, LLC trimmed	Shares	-120	-$2.0K	$2.3K
27	Hilltop National Bank unchanged	Shares	0	-$2.3K	$10.6K
28	Citizens National Bank Trust Department unchanged	Shares	0	-$2.7K	$12.7K
29	IFP Advisors, Inc trimmed	Shares	-189	-$2.9K	$2.0K
30	HM PAYSON & CO unchanged	Shares	0	-$3.5K	$16.2K
31	Farther Finance Advisors, LLC added	Shares	+258	-$3.9K	$32.6K
32	Sound Income Strategies, LLC exited	Shares	-679	-$8.8K	$0
33	B. Riley Wealth Advisors, Inc. added	Shares	+105	-$24.4K	$133.6K
34	Cromwell Holdings LLC trimmed	Shares	-1.6K	-$24.9K	$15.7K
35	EverSource Wealth Advisors, LLC trimmed	Shares	-1.2K	-$25.8K	$47.0K
36	Abel Hall, LLC unchanged	Shares	0	-$27.1K	$126.8K
37	Intrua Financial, LLC added	Shares	+1.8K	-$32.9K	$263.0K
38	D.A. DAVIDSON & CO. added	Shares	+114	-$35.0K	$170.4K
39	UHLMANN PRICE SECURITIES, LLC trimmed	Shares	-746	-$37.4K	$130.0K
40	LANARK FINANCIAL, INC. exited	Shares	-3.4K	-$43.6K	$0
41	Addenda Capital Inc. unchanged	Shares	0	-$55.9K	$299.1K
42	Avanza Fonder AB unchanged	Shares	0	-$87.5K	$455.7K
43	Rempart Asset Management Inc. trimmed	Shares	-5.7K	-$123.0K	$235.9K
44	Crossmark Global Holdings, Inc. unchanged	Shares	0	-$126.1K	$589.9K
45	Investors Research Corp trimmed	Shares	-625	-$180.2K	$805.2K
46	DAVENPORT & Co LLC exited	Shares	-15.5K	-$198.6K	$0
47	Venturi Wealth Management, LLC exited	Shares	-24.5K	-$313.8K	$0
48	Cardinal Point Capital Management ULC added	Shares	+4.5K	-$348.9K	$1.9M
49	Unique Wealth Strategies, LLC exited	Shares	-34.2K	-$438.4K	$0
50	Pacifica Partners Inc. trimmed	Shares	-5.6K	-$474.7K	$1.6M

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