Filing Research | GENESIS ENERGY L P Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Fractal Investments LLC	Shares	343.2KSH	$4.9M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	109.5KSH	$1.6M
3	Sowell Financial Services LLC	Shares	91.6KSH	$1.3M
4	DBA TRADING, LLC	Shares	72.5KSH	$1.3M
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	52.7KSH	$747.4K
6	Horrell Capital Management, Inc.	Shares	22.0KSH	$311.7K
7	Pettinga Financial Advisors LLC	Shares	19.2KSH	$272.3K
8	Summit Financial Wealth Advisors, LLC	Shares	16.6KSH	$235.4K
9	Arlington Trust Co LLC	Shares	15.3KSH	$216.5K
10	Indiana Trust & Investment Management Co	Shares	4.5KSH	$63.8K
11	CHICKASAW CAPITAL MANAGEMENT LLC	Shares	1.3MSH	$17.9K
12	ARMSTRONG ADVISORY GROUP, INC	Shares	1.0KSH	$14.2K
13	TRUST CO OF TOLEDO NA /OH/	Shares	500SH	$7.1K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	346SH	$4.9K
15	LANARK FINANCIAL, INC.	Shares	284SH	$4.0K

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

17 / 17 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+20.0K	+$164.0K	$747.4K
2	DBA TRADING, LLC unchanged	Shares	0	$0	$1.3M
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$1.2K	$4.9K
4	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$1.8K	$7.1K
5	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$3.7K	$14.2K
6	LANARK FINANCIAL, INC. trimmed	Shares	-204	-$4.7K	$4.0K
7	Indiana Trust & Investment Management Co unchanged	Shares	0	-$16.5K	$63.8K
8	CHICKASAW CAPITAL MANAGEMENT LLC trimmed	Shares	-1.4M	-$29.7K	$17.9K
9	Summit Financial Wealth Advisors, LLC unchanged	Shares	0	-$60.8K	$235.4K
10	Pettinga Financial Advisors LLC unchanged	Shares	0	-$70.3K	$272.3K
11	Horrell Capital Management, Inc. unchanged	Shares	0	-$80.5K	$311.7K
12	Arlington Trust Co LLC trimmed	Shares	-13.2K	-$304.7K	$216.5K
13	Counterpoint Mutual Funds LLC exited	Shares	-17.6K	-$312.9K	$0
14	Sowell Financial Services LLC trimmed	Shares	-38	-$335.9K	$1.3M
15	SANDERS MORRIS HARRIS LLC exited	Shares	-22.5K	-$401.2K	$0
16	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-5.4K	-$497.4K	$1.6M
17	Fractal Investments LLC unchanged	Shares	0	-$1.3M	$4.9M

Filing Research | GENESIS ENERGY L P Institutional Holdings