| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 1.9% | -76% | $12,713,713 | -$54,441,457 | 506,926 | -81% | TRUIST FINANCIAL CORP | 31 Dec 2024 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8.5% | 2,262,205 | -20% | 0% | $60,740,197 |
| Tradewinds Capital Management, LLC | 4.2% | 1,111,648 | +14612% | 6.7% | $29,847,749 |
| ALLIANCEBERNSTEIN L.P. | 2.9% | 780,973 | -0.01% | 0.01% | $20,969,125 |
| TRUE Private Wealth Advisors | 2.5% | 672,791 | +3.9% | 1.8% | $18,064,446 |
| TRUIST FINANCIAL CORP | 1.3% | 349,933 | -13% | 0.01% | $9,395,689 |
| Focus Partners Wealth | 1.1% | 283,504 | +3.5% | 0.01% | $7,612,105 |
| MORGAN STANLEY | 0.89% | 237,866 | -0.98% | 0% | $6,386,713 |
| Vontobel Holding Ltd. | 0.79% | 210,400 | +4.2% | 0.02% | $5,649,240 |
| VCI Wealth Management LLC | 0.78% | 208,379 | +6.8% | 1.7% | $5,594,963 |
| UBS Group AG | 0.72% | 191,771 | +27% | 0% | $5,149,052 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 0.7% | 185,672 | +11% | 0.25% | $4,985,293 |
| NWAM LLC | 0.59% | 156,902 | -0.74% | 0.3% | $4,212,812 |
| Sunbelt Securities, Inc. | 0.53% | 142,276 | +6.3% | 0.26% | $3,820,106 |
| Evolution Wealth Advisors, LLC | 0.53% | 141,593 | -8.7% | 0.51% | $3,801,765 |
| AMERIPRISE FINANCIAL INC | 0.51% | 136,372 | +6.8% | 0% | $3,662,788 |
| Sumitomo Mitsui Trust Group, Inc. | 0.48% | 128,293 | +32% | 0% | $3,444,667 |
| NewEdge Advisors, LLC | 0.44% | 116,933 | +1.2% | 0.01% | $3,139,651 |
| HANCOCK WHITNEY CORP | 0.41% | 109,058 | +132% | 0.05% | $2,928,206 |
| WEALTH ALLIANCE, LLC | 0.39% | 104,622 | +5.6% | 0.29% | $2,809,101 |
| Avior Wealth Management, LLC | 0.34% | 89,557 | +4.6% | 0.08% | $2,404,603 |
| ENVESTNET ASSET MANAGEMENT INC | 0.33% | 88,351 | -4.2% | 0% | $2,372,216 |
| Alhambra Investment Management LLC | 0.3% | 80,071 | +0.13% | 1% | $2,149,906 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.3% | 79,978 | -19% | 0% | $2,147,404 |
| Trek Financial, LLC | 0.29% | 77,742 | +31% | 0.12% | $2,087,373 |
| Note Advisors, LLC | 0.27% | 72,617 | +8.6% | 1.2% | $1,949,766 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 106,561 | $2,653,084 | +$409,400 | 2,492.75% | 5 |
| 2025 Q3 | 9,574,856 | $257,066,160 | +$6,685,559 | 2,685% | 134 |
| 2025 Q2 | 9,308,953 | $240,532,781 | -$38,040,688 | 2,585% | 136 |
| 2025 Q1 | 10,764,279 | $284,583,999 | +$23,013,889 | 2,647% | 140 |
| 2024 Q4 | 9,902,222 | $250,677,373 | -$86,278,270 | 2,531% | 145 |
| 2024 Q3 | 18,733,031 | $487,065,342 | -$336,548,111 | 2,591% | 142 |
| 2024 Q2 | 31,087,855 | $848,914,321 | +$444,018,108 | 2,731% | 158 |
| 2024 Q1 | 14,640,854 | $395,196,908 | -$28,049,125 | 2,700% | 154 |
| 2023 Q4 | 1,725 | $43,246 | 2,507.01% | 1 | |
| 2023 Q3 | 18,099,192 | $527,587,306 | +$7,973,296 | 2,915% | 173 |
| 2023 Q2 | 18,215,886 | $473,299,834 | -$42,769,477 | 2,598% | 175 |
| 2023 Q1 | 19,778,564 | $534,738,471 | -$831,989,514 | 2,703% | 209 |
| 2022 Q4 | 50,470,558 | $1,422,492,995 | -$56,627,228 | 2,819% | 307 |
| 2022 Q3 | 51,919,766 | $1,857,389,484 | +$2,222,166 | 3,572.05% | 301 |
| 2022 Q2 | 51,944,890 | $2,123,616,618 | -$1,454,359,445 | 4,093.83% | 317 |
| 2022 Q1 | 85,876,240 | $3,443,804,393 | +$509,488,786 | 4,005.05% | 320 |
| 2021 Q4 | 75,877,316 | $2,349,246,201 | +$30,901,394 | 3,088.05% | 284 |
| 2021 Q3 | 69,685,154 | $2,498,634,344 | +$204,895,802 | 3,584% | 248 |
| 2021 Q2 | 67,285,649 | $2,319,573,071 | +$1,701,004,978 | 3,449.99% | 217 |
| 2021 Q1 | 17,342,081 | $533,892,631 | +$280,667,952 | 2,991.9% | 78 |
| 2020 Q4 | 4,707,239 | $125,542,986 | -$4,329,400 | 2,667.05% | 61 |
| 2020 Q3 | 4,848,196 | $121,036,591 | +$13,090,554 | 2,496.5% | 54 |
| 2020 Q2 | 4,356,294 | $103,456,772 | -$60,080,348 | 2,374.89% | 54 |
| 2020 Q1 | 6,802,921 | $152,746,109 | -$51,597,506 | 2,245.01% | 52 |
| 2019 Q4 | 9,738,116 | $325,581,147 | -$214,619,948 | 3,290.84% | 69 |
| 2019 Q3 | 16,551,034 | $531,704,483 | +$227,787,901 | 3,154.16% | 72 |
| 2019 Q2 | 9,413,788 | $313,677,956 | -$74,975,032 | 3,269.69% | 71 |
| 2019 Q1 | 11,767,503 | $393,780,713 | -$44,720,905 | 3,306.67% | 76 |
| 2018 Q4 | 9,839,626 | $300,130,579 | -$205,052,923 | 3,048.99% | 70 |
| 2018 Q3 | 16,210,044 | $631,265,343 | +$36,852,287 | 3,892.96% | 75 |
| 2018 Q2 | 15,156,405 | $592,051,976 | +$470,502,181 | 3,905.77% | 71 |
| 2018 Q1 | 7,128,689 | $263,137,708 | +$28,018,231 | 3,692.01% | 62 |
| 2017 Q4 | 6,368,264 | $231,447,411 | +$58,851,694 | 3,634% | 51 |
| 2017 Q3 | 4,716,977 | $164,308,973 | -$7,144,521 | 3,483.02% | 39 |
| 2017 Q2 | 4,999,301 | $162,930,450 | -$4,079,824 | 3,259.32% | 44 |
| 2017 Q1 | 3,886,653 | $130,629,126 | -$749,685 | 3,354.74% | 42 |
| 2016 Q4 | 5,077,022 | $174,521,102 | -$149,354,284 | 3,429.37% | 49 |
| 2016 Q3 | 9,143,667 | $298,366,257 | +$33,520,929 | 3,262.21% | 41 |
| 2016 Q2 | 322 | $9,000 | -$60,765 | 2,761.91% | 4 |
| 2016 Q1 | 8,645,216 | $249,410,645 | +$55,880,188 | 2,884.78% | 29 |
| 2015 Q4 | 6,698,404 | $190,504,000 | -$21,400,494 | 2,844.78% | 27 |
| 2015 Q3 | 7,445,684 | $239,752,000 | -$3,395,845 | 3,220.53% | 28 |
| 2015 Q2 | 7,548,517 | $297,940,026 | -$8,047,285 | 3,947.06% | 17 |
| 2015 Q1 | 7,753,332 | $296,640,000 | +$282,843,100 | 3,823.98% | 20 |
| 2014 Q4 | 360,580 | $14,898,000 | +$14,676,013 | 4,129.17% | 5 |