SecurityCMS / CMS Energy Corp. (125896100)
President and CEOPoppe Patricia K
IndustryElectric and Other Services Combined
Institutional Owners535
Institutional Shares278,875,702 - 98.45%
Common Shares Outstanding283,265,427 shares (as of 2018-06-30)
Institutional Value$ 104,041,246,000 USD

Institutional Stock Ownership and Shareholders

CMS / CMS Energy Corp. Institutional Ownership

CMS Energy Corp. (NYSE:CMS) has 535 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 278,875,702 shares. Largest shareholders include Vanguard Group Inc, BlackRock Inc., JP Morgan Chase & Co, State Street Corp, BlackRock Institutional Trust Company, N.A., Price T Rowe Associates Inc /md/, BlackRock Fund Advisors, Standard Life Investments LTD, Standard Life Aberdeen Plc, and Capital International Investors.
CMS Energy Corp. (NYSE:CMS) ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-08-02 13F-HR PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 50,258 50,111 -0.29 2,276 2,369 4.09
2017-05-12 13F-HR/A DELTA LLOYD NV 51,692 0 -100.00 2,151 0 -100.00
2018-08-03 13F-HR FIDUCIARY TRUST CO 9,615 9,485 -1.35 435 448 2.99
2018-10-12 13F-HR CHESLEY TAFT & ASSOCIATES LLC/IL 25,300 25,225 -0.30 1,196 1,236 3.34
2018-07-30 13F-HR Aperio Group, LLC 160,842 157,564 -2.04 7,285 7,450 2.26
2018-10-16 13F-HR NISA INVESTMENT ADVISORS L.L.C. 346,473 352,470 1.73 16,381 17,271 5.43
2018-07-18 13F-HR Westpac Banking Corp 20,592 20,592 0.00 932,612 973,590 4.39
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 2,704 0 -100.00 122 0 -100.00
2018-08-13 13F-HR Kentucky Retirement Systems Insurance Trust Fund 6,465 5,321 -17.70 293 252 -13.99
2018-10-03 13F-HR Clarus Wealth Advisors 140 0 -100.00 6 0 -100.00
2018-07-05 13F-HR Gulf International Bank (UK) Ltd 87,468 87,468 0.00 3,961 4,135 4.39
2018-02-12 13F-HR Hutchin Hill Capital, LP 23,400 0 -100.00 1,084 0 -100.00
2018-08-09 13F-HR Zions Bancorporation 2,620 0 -100.00 119 0 -100.00
2018-07-18 13F-HR OAKBROOK INVESTMENTS LLC 11,538 11,658 1.04 523 551 5.35
2018-08-14 13F-HR DEUTSCHE BANK AG\ 1,075,382 1,050,674 -2.30 48,699 49,670 1.99
2018-08-08 13F-HR AMERICAN INTERNATIONAL GROUP INC 161,619 160,527 -0.68 7,320 7,590 3.69
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 282,045 493,141 74.84 12,774 23,316 82.53
2018-08-14 13F-HR Clearbridge Investments, LLC 135 135 0.00 6 6 0.00
2018-08-17 13F-HR/A NOMURA HOLDINGS INC 226,008 341,483 51.09 10,204 16,145 58.22
2018-08-14 13F-HR TEACHERS ADVISORS INC 717,850 715,492 -0.33 32,511 33,828 4.05
2018-08-15 13F-HR Krilogy Financial LLC 5,000 5,000 0.00 226 236 4.42
2018-07-27 13F-HR Achmea Investment Management B.V. 18,352 0 -100.00 831 0 -100.00
2018-08-03 13F-HR STATE OF WISCONSIN INVESTMENT BOARD 346,930 334,667 -3.53 15,712 15,823 0.71
2018-07-25 13F-HR ADVISOR PARTNERS LLC 10,115 10,677 5.56 458 505 10.26
2018-08-10 13F-HR Mitsubishi UFJ Trust & Banking Corp 710,177 584,733 -17.66 32,164 27,646 -14.05
2018-08-02 13F-HR PITCAIRN CO 14,319 13,898 -2.94 649 658 1.39
2018-08-13 13F-HR PIONEER INVESTMENT MANAGEMENT INC 279,087 319,528 14.49 12,639 15,108 19.53
2018-08-08 13F-HR Price Wealth Management, Inc. 95 299 214.74 4 14 250.00
2018-07-25 13F-HR CONNING INC. 11,659 11,479 -1.54 528 543 2.84
2018-08-13 13F-HR 6 Meridian 10,578 10,402 -1.66 479 492 2.71
2018-05-11 13F-HR Sentry Investments Corp. 40,000 40,000 0.00 1,892 1,812 -4.23
2018-08-14 13F-HR CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 462,873 467,056 0.90 20,964 22,082 5.33
2018-08-10 13F-HR TIVERTON ASSET MANAGEMENT LLC 1,269 1,269 0.00 57 60 5.26
2018-10-11 13F-HR Vigilant Capital Management, LLC 582 8,582 1,374.57 28 421 1,403.57
2018-08-13 13F-HR APG Asset Management N.V. 433,250 433,250 0.00 15,955 17,544 9.96
2018-08-14 13F-HR GEODE CAPITAL MANAGEMENT, LLC 3,267,986 3,336,898 2.11 147,661 157,451 6.63
2018-07-17 13F-HR Assenagon Asset Management S.A. 6,531 0 -100.00 296 0 -100.00
2018-08-10 13F-HR Liberty Mutual Group Asset Management Inc. 12,011 12,064 0.44 543 571 5.16
2018-08-22 13F-HR/A CLEARARC CAPITAL INC 7,233 7,243 0.14 328 342 4.27
2018-07-30 13F-HR WealthTrust Axiom LLC 39,400 38,900 -1.27 1,784 1,839 3.08
2018-08-13 13F-HR BRINKER CAPITAL INC 35,606 35,380 -0.63 1,613 1,673 3.72
2018-08-13 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 590 590 0.00 27 28 3.70
2018-08-06 13F-HR TEACHER RETIREMENT SYSTEM OF TEXAS 63,349 261,767 313.21 2,869 12,376 331.37
2018-08-01 13F-HR Connor, Clark & Lunn Investment Management Ltd. 0 86,125 0 4,072
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. Call 30,000 0 -100.00 1,359 0 -100.00
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 34,975 32,958 -5.77 1,583 1,557 -1.64
2018-08-13 13F-HR Horizon Investments, LLC 27,122 20,020 -26.19 1,229 940 -23.52
2018-07-26 13F-HR Kaizen Advisory, Llc 268 590 120.15 12 28 133.33
2018-10-10 13F-HR Endurance Wealth Management, Inc. 4,500 4,500 0.00 213 221 3.76
2018-08-07 13F-HR HUNTINGTON ASSET ADVISORS, INC. 0 187 0 9
2018-08-13 13F-HR TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 29,350 29,350 0.00 1,329 1,388 4.44
2018-08-07 13F-HR PHH Investments, Ltd. 23,912 1,131
2017-02-10 13F-HR BlackRock Advisors LLC 4,092,715 3,976,251 -2.85 171,935 165,491 -3.75
2018-10-12 13F-HR Gemmer Asset Management LLC 68 68 0.00 3 3 0.00
2017-05-16 13F-HR JANUS CAPITAL MANAGEMENT LLC 2,443,313 1,282,681 -47.50 101,691 57,387 -43.57
2018-08-14 13F-HR VANGUARD GROUP INC 32,462,976 32,808,097 1.06 1,470,248 1,551,167 5.50
2018-08-03 13F-HR Tobam 473,384 493,200 4.19 21,440 23,318 8.76
2018-08-14 13F-HR PUBLIC SECTOR PENSION INVESTMENT BOARD 15,806 15,806 0.00 716 747 4.33
2018-08-13 13F-HR IBM Retirement Fund 6,163 5,360 -13.03 279 253 -9.32
2018-10-09 13F-HR State of Alaska, Department of Revenue 130,234 133,329 2.38 6,156 6,531 6.09
2017-08-10 13F-HR ABERDEEN ASSET MANAGEMENT PLC/UK 254,855 251,083 -1.48 11,402 11,613 1.85
2018-08-14 13F-HR PRUDENTIAL PLC 16,500 16,500 0.00 748 780 4.28
2018-08-09 13F-HR MARK SHEPTOFF FINANCIAL PLANNING, LLC 400 400 0.00 18 19 5.56
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 0 4,951 0 234
2017-02-10 13F-HR BlackRock Institutional Trust Company, N.A. 8,976,826 9,430,524 5.05 377,116 392,498 4.08
2018-08-16 13F-HR/A BANK OF NOVA SCOTIA 36,032 30,888 -14.28 1,632 1,461 -10.48
2018-08-14 13F-HR CAPITAL FUND MANAGEMENT S.A. 403,456 33,056 -91.81 18,273 1,563 -91.45
2018-08-14 13F-HR Zurich Insurance Group Ltd/FI 95,458 112,086 17.42 4,323 5,299 22.58
2018-08-01 13F-HR Mitsubishi UFJ Securities International PLC 316 15
2018-08-10 13F-HR SENTRY INVESTMENT MANAGEMENT LLC 20,055 18,049 -10.00 908 853 -6.06
2018-08-13 13F-HR Korea Investment CORP 21,798 85,498 292.23 987 4,042 309.52
2018-08-13 13F-HR Allianz Asset Management AG 96,945 70,305 -27.48 4,391 3,324 -24.30
2018-08-01 13F-HR NEW MEXICO EDUCATIONAL RETIREMENT BOARD 26,910 26,010 -3.34 1,219 1,230 0.90
2018-08-13 13F-HR Epoch Investment Partners, Inc. 453,093 419,512 -7.41 20,520 19,834 -3.34
2018-07-17 13F-HR Legacy Financial Advisors, Inc. 49 235 379.59 2 11 450.00
2018-08-14 13F-HR LUMINUS MANAGEMENT LLC 195,600 0 -100.00 8,859 0 -100.00
2018-08-06 13F-HR HL FINANCIAL SERVICES LLC 33,119 32,839 -0.85 1,500 1,553 3.53
2018-08-16 13F-HR Laffer Investments 50,483 50,483 0.00 2,286,375 2,386,836 4.39
2018-08-14 13F-HR Schonfeld Strategic Advisors LLC 30,712 0 -100.00 1,391 0 -100.00
2018-08-10 13F-HR ONTARIO TEACHERS PENSION PLAN BOARD 78,760 54,274 -31.09 3,567 2,566 -28.06
2018-07-24 13F-HR WETHERBY ASSET MANAGEMENT INC 4,741 4,727 -0.30 215 223 3.72
2018-08-14 13F-HR Cynosure Advisors, Llc 6,201 6,201 0.00 281 293 4.27
2017-08-09 13F-HR Delta Lloyd Asset Management N.v. 62,899 2,909
2018-08-20 13F-HR MASSMUTUAL TRUST CO FSB/ADV 1,190 2,035 71.01 53,895 96,215 78.52
2018-08-14 13F-HR STIFEL FINANCIAL CORP 33,172 30,756 -7.28 1,505 1,456 -3.26
2018-08-15 13F-HR/A Qube Research & Technologies Ltd 3,838 991 -74.18 173 47 -72.83
2018-10-09 13F-HR ATRIA INVESTMENTS LLC 0 5,766 0 283
2018-08-08 13F-HR KEYBANK NATIONAL ASSOCIATION/OH 674,634 721,026 6.88 30,555 34,090 11.57
2018-08-14 13F-HR Teza Capital Management LLC 0 15,933 0 753
2018-08-08 13F-HR US BANCORP \DE\ 274,545 252,540 -8.02 12,436 11,940 -3.99
2018-10-17 13F-HR WealthTrust-Arizona, LLC 331 444 34.14 16 22 37.50
2018-08-09 13F-HR ALPINE WOODS CAPITAL INVESTORS, LLC 248,500 10,100 -95.94 11,255 478 -95.75
2018-08-10 13F-HR Ferris Capital, Llc 530 530 0.00 24 25 4.17
2018-07-19 13F-HR Municipal Employees' Retirement System of Michigan 7,290 7,290 0.00 330 345 4.55
2018-07-20 13F-HR Steward Partners Investment Advisory, Llc 85 85 0.00 3 4 33.33
2018-08-10 13F-HR Pointe Capital Management LLC 7,150 5,725 -19.93 324 271 -16.36
2018-07-27 13F-HR FIRST QUADRANT L P/CA 5,614 5,614 0.00 254 265 4.33
2018-08-14 13F-HR SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 68,800 0 -100.00 3,116 0 -100.00
2018-08-14 13F-HR Sowell Financial Services LLC 6,064 6,345 4.63 284 309 8.80
2018-08-14 13F-HR Centaurus Financial, Inc. 1 0
2018-05-11 13F-HR CITIGROUP INC 114,766 108,818 -5.18 5,429 4,928 -9.23
2018-10-12 13F-HR BANK OF MONTREAL /CAN/ 462,807 611,311 32.09 21,882 29,953 36.88
2018-08-06 13F-HR Clarius Group, LLC 5,028 5,133 2.09 228 243 6.58
2018-08-14 13F-HR/A CITADEL ADVISORS LLC Put 5,200 0 -100.00 236 0 -100.00
2017-05-10 13F-HR IronBridge Capital Management LP 191,599 146,089 -23.75 7,974 6,536 -18.03
2018-08-13 13F-HR COMMONWEALTH BANK OF AUSTRALIA 25,997 26,200 0.78 1,173 1,233 5.12
2018-08-06 13F-HR TORONTO DOMINION BANK 152,211 181,612 19.32 6,892 8,584 24.55
2018-09-27 13F-HR/A UNITED SERVICES AUTOMOBILE ASSOCIATION 446,488 450,887 0.99 20,221 21,318 5.43
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,227 1,308 6.60 55 62 12.73
2018-08-14 13F-HR Castleton Investment Management LLC 208,086 118,086 -43.25 9,424 5,583 -40.76
2018-08-14 13F-HR Legg Mason Asset Management (Japan) Co., Ltd. 26,700 27,500 3.00 1,210 1,301 7.52
2018-08-14 13F-HR Skandinaviska Enskilda Banken AB (publ) 164,785 164,585 -0.12 7,463 7,782 4.27
2018-08-13 13F-HR Wealthcare Advisory Partners LLC 226 226 0.00 10 11 10.00
2018-10-16 13F-HR FIRST HAWAIIAN BANK 1,233 60
2018-08-14 13F-HR National Pension Service 323,588 327,707 1.27 14,655 15,415 5.19
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 3,192,592 3,221,093 0.89 144,594 152,292 5.32
2018-08-03 13F-HR WEDBUSH SECURITIES INC 6,315 6,313 -0.03 286 298 4.20
2018-08-13 13F-HR Horizon Investment Services, LLC 16,766 16,495 -1.62 759 780 2.77
2018-08-14 13F-HR GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 33,211 25,611 -22.88 1,504 1,211 -19.48
2018-08-14 13F-HR Squarepoint Ops LLC 369,664 396,982 7.39 16,742 18,769 12.11
2018-10-09 13F-HR LifePlan Financial Group, Inc 724 724 0.00 34 35 2.94
2018-08-14 13F-HR Intellectus Partners, LLC 1,107 970 -12.38 28 24 -14.29
2018-08-24 13F-HR/A Bank of New York Mellon Corp 12,876,217 24,586 -99.81 583,163 1,163 -99.80
2018-08-08 13F-HR Private Capital Group, Llc 32 336 950.00 1 15 1,400.00
2018-10-16 13F-HR Global Trust Asset Management, Llc 256 256 0.00 12 13 8.33
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 4,590,511 3,540,163 -22.88 207,904 167,379 -19.49
2018-08-15 13F-HR Verition Fund Management LLC 50,004 0 -100.00 2,265 0 -100.00
2018-08-13 13F-HR FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 0 220,900 0 10,444
2018-08-14 13F-HR MORGAN STANLEY 630,750 499,054 -20.88 28,566 23,594 -17.41
2018-08-10 13F-HR GREAT WEST LIFE ASSURANCE CO /CAN/ 264,869 257,546 -2.76 12,010 12,180 1.42
2017-02-10 13F-HR BlackRock Japan Co. Ltd 408,320 436,118 6.81 17,154 18,151 5.81
2018-10-10 13F-HR HENNESSY ADVISORS INC 487,998 471,998 -3.28 23,073 23,128 0.24
2018-07-27 13F-HR VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1,012,525 47,873
2018-02-09 13F-HR RidgeWorth Capital Management LLC 1,063,300 834,850 -21.48 49,252 39,488 -19.82
2018-09-04 13F-HR Strategic Wealth Partners, Ltd. 1,435 1,435 0.00 65 68 4.62
2016-11-14 13F-HR MASON STREET ADVISORS, LLC 37,746 1,586
2018-08-14 13F-HR Capital Bank & Trust Co 1,700 1,700 0.00 77 80 3.90
2018-08-10 13F-HR NEW YORK STATE COMMON RETIREMENT FUND 640,800 534,400 -16.60 29,022 25,266 -12.94
2018-07-19 13F-HR HUNTINGTON NATIONAL BANK 10,508 10,313 -1.86 476 488 2.52
2018-08-10 13F-HR CITIGROUP INC Call 45,000 0 -100.00 2,038 0 -100.00
2018-10-16 13F-HR Bogart Wealth, Llc 100 100 0.00 4 5 25.00
2018-09-20 13F-HR Rehmann Capital Advisory Group 8,144 7,974 -2.09 369 377,006 102,069.65
2018-10-15 13F-HR TOTH FINANCIAL ADVISORY CORP 137 138 0.73 6 7 16.67
2018-08-10 13F-HR WEALTHFRONT INC 38,395 44,346 15.50 1,739 2,097 20.59
2018-08-14 13F-HR Family Legacy, Inc. 22 1
2018-08-14 13F-HR D. E. Shaw & Co., Inc. 282,363 0 -100.00 12,788 0 -100.00
2018-08-14 13F-HR Horizon Kinetics LLC 26,553 26,553 0.00 1,203 1,255 4.32
2018-08-02 13F-HR DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,907,160 2,918,810 0.40 131,665 138,001 4.81
2018-08-13 13F-HR Glen Harbor Capital Management LLC 32,472 12,672 -60.98 1,471 599 -59.28
2018-08-14 13F-HR NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 51,407 54,102 5.24 2,328 2,558 9.88
2018-08-13 13F-HR NORDEA INVESTMENT MANAGEMENT AB 11,275 11,275 0.00 511 533 4.31
2017-05-15 13F-HR R&F Capital Advisors LP 8,003 36,157 351.79 333 1,618 385.89
2018-07-23 13F-HR SUMITOMO LIFE INSURANCE CO 46,006 54,763 19.03 2,084 2,589 24.23
2018-07-24 13F-HR Janney Montgomery Scott LLC 42,580 43,232 1.53 1,928 2,044 6.02
2018-07-31 13F-HR Crossmark Global Holdings, Inc. 27,122 26,822 -1.11 1,228 1,268 3.26
2018-08-14 13F-HR MENTA CAPITAL LLC 28,678 1,356
2018-07-31 13F-HR TDAM USA INC. 11,074 147,400 1,231.05 502 6,969 1,288.25
2018-08-07 13F-HR Oakworth Capital, Inc. 1,495 1,495 0.00 71 71 0.00
2018-08-01 13F-HR SYNOVUS FINANCIAL CORP 608 1,522 150.33 28 72 157.14
2018-08-06 13F-HR SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 54 54 0.00 2 3 50.00
2018-08-14 13F-HR CIGNA INVESTMENTS INC /NEW 10,027 9,027 -9.97 453 427 -5.74
2018-10-05 13F-HR OPTIMUM INVESTMENT ADVISORS 283 283 0.00 13 14 7.69
2018-08-10 13F-HR CBRE CLARION SECURITIES LLC 26,849 42,386 57.87 1,216 2,004 64.80
2018-08-10 13F-HR Highstreet Asset Management Inc. 6,875 0 -100.00 311 0 -100.00
2018-08-14 13F-HR Voya Investment Management LLC 143,517 131,187 -8.59 6,500 6,202 -4.58
2018-08-14 13F-HR Gryphon Financial Partners Llc 1,530 1,530 0.00 69 72 4.35
2018-08-14 13F-HR AQR CAPITAL MANAGEMENT LLC 361,543 619,694 71.40 16,374 29,299 78.94
2018-08-15 13F-HR FORSTA AP-FONDEN 351,116 296,616 -15.52 15,902 14,024 -11.81
2018-08-02 13F-HR VICTORY CAPITAL MANAGEMENT INC 4,360 4,271 -2.04 197 202 2.54
2018-08-14 13F-HR QS Investors, LLC 125,534 123,434 -1.67 5,685 5,836 2.66
2018-10-10 13F-HR Manning & Napier Group, Llc 27,221 28,266 3.84 1,287 1,384 7.54
2018-08-15 13F-HR CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 720,204 856,881 18.98 32,618 40,513 24.20
2018-08-14 13F-HR TWO SIGMA INVESTMENTS LLC 149,423 201,401 34.79 6,767 9,522 40.71
2018-07-26 13F-HR FIRST INTERSTATE BANK 66 0 -100.00 3 0 -100.00
2018-10-17 13F-HR HIGHLAND CAPITAL MANAGEMENT, LLC 128,872 127,922 -0.74 6,093 6,268 2.87
2018-08-14 13F-HR 1832 Asset Management L.P. 74,610 35,478 -52.45 3,278 1,615 -50.73
2018-08-09 13F-HR Mutual of America Capital Management LLC 36,140 36,402 0.72 1,637 1,721 5.13
2018-07-19 13F-HR HARTFORD INVESTMENT MANAGEMENT CO 212,165 195,071 -8.06 9,609 9,223 -4.02
2018-08-14 13F-HR Capital Research Global Investors 3,833,252 4,285,099 11.79 173,608 202,599 16.70
2018-08-13 13F-HR OPPENHEIMER FUNDS INC 542,871 513,735 -5.37 24,587 24,289 -1.21
2018-08-10 13F-HR Cox Capital Co Llc 13,736 649
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 176 8
2018-08-13 13F-HR WADE G W & INC 7,051 7,058 0.10 319 334 4.70
2018-08-13 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 298 0 -100.00 13 0 -100.00
2018-08-14 13F-HR MASON STREET ADVISORS, LLC 39,340 39,639 0.76 1,782 1,874 5.16
2018-08-03 13F-HR Dean Capital Investments Management, Llc 21,576 11,660 -45.96 977 551 -43.60
2018-08-07 13F-HR Twin Tree Management, LP 0 307 0 15
2018-08-14 13F-HR Financial Gravity Wealth, Inc. 8 7 -12.50 0 0
2018-08-07 13F-HR CANADA PENSION PLAN INVESTMENT BOARD 1,160,460 1,361,360 17.31 52,557 64,365 22.47
2018-08-10 13F-HR Amerivest Investment Management LLC 47 2
2018-08-15 13F-HR/A PUTNAM INVESTMENTS LLC 145,220 391,084 169.30 6,577 18,491 181.15
2018-07-18 13F-HR BOSTON ADVISORS LLC 52,644 49,719 -5.56 2,384 2,351 -1.38
2018-08-01 13F-HR AVIVA PLC 141,448 263,980 86.63 6,406 12,481 94.83
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 56,214 56,193 -0.04 2,545 2,657 4.40
2018-08-08 13F-HR STATE TREASURER STATE OF MICHIGAN 83,135 83,635 0.60 3,765 3,954 5.02
2018-08-03 13F-HR SEI INVESTMENTS CO 219,940 227,960 3.65 9,961 10,778 8.20
2018-07-25 13F-HR BESSEMER GROUP INC 4,200 4,200 0.00 190 199 4.74
2018-07-17 13F-HR Calamos Advisors LLC 60,356 137,321 127.52 2,734 6,493 137.49
2018-08-13 13F-HR AJO, LP 504,001 199,457 -60.43 22,826 9,430 -58.69
2018-08-16 13F-HR Global X Management CO LLC 15,352 14,335 -6.62 695 678 -2.45
2018-08-09 13F-HR GAM Holding AG 10,106 10,106 0.00 458 478 4.37
2018-08-13 13F-HR AMF Pensionsforsakring AB 959,228 1,020,513 6.39 43,443 48,250 11.07
2018-10-11 13F-HR World Asset Management Inc 17,532 17,631 0.56 829 864 4.22
2018-08-13 13F-HR RAMPART INVESTMENT MANAGEMENT COMPANY, LLC 3,010 2,870 -4.65 136 136 0.00
2018-08-10 13F-HR OPPENHEIMER & CO INC 30,745 30,745 0.00 1,392 1,453 4.38
2018-07-26 13F-HR REGIONS FINANCIAL CORP 1,435 68
2018-10-15 13F-HR Capital Investment Advisors, LLC 8,789 8,506 -3.22 416 417 0.24
2018-08-13 13F-HR Icon Wealth Partners, Llc 0 38 0 2
2018-08-22 13F-HR PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 120,355 115,655 -3.91 5,451 5,468 0.31
2018-08-01 13F-HR NuWave Investment Management, LLC 594 28
2018-05-04 13F-HR Financial Gravity Companies, Inc. 3 8 166.67 0 0
2018-10-03 13F-HR Watermark Asset Management, Inc. 222 223 0.45 10 11 10.00
2018-08-13 13F-HR SCOTIA CAPITAL INC. 33,010 32,696 -0.95 1,495 1,467 -1.87
2018-08-10 13F-HR Dai-Ichi Life Insurance Company, Ltd 24,262 24,262 0.00 1,099 1,147 4.37
2018-09-19 13F-HR ROYAL LONDON ASSET MANAGEMENT LTD 89,996 127,099 41.23 4,126 6,010 45.66
2018-10-09 13F-HR Cx Institutional 523 523 0.00 25 26 4.00
2018-08-10 13F-HR GAMCO INVESTORS, INC. ET AL 40,200 40,200 0.00 1,821 1,901 4.39
2018-10-10 13F-HR DnB Asset Management AS 44,521 42,983 -3.45 2,104,953 2,106,167 0.06
2018-08-15 13F-HR Heritage Trust Co 58 58 0.00 3 3 0.00
2018-08-13 13F-HR PRUDENTIAL FINANCIAL INC 317,872 317,932 0.02 14,396 15,032 4.42
2018-08-10 13F-HR BROWN ADVISORY INC 0 13,426 0 634
2018-07-19 13F-HR Goss Wealth Management LLC 197,705 215,130 8.81 8,899 10,292 15.65
2018-08-14 13F-HR CAPITAL INTERNATIONAL INC /CA/ 25,400 25,600 0.79 1,150 1,210 5.22
2018-08-09 13F-HR Standard Life Aberdeen Plc 6,678,314 7,376,627 10.46 302,460 348,805 15.32
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 36,438 35,324 -3.06 1,650 1,670 1.21
2018-08-14 13F-HR BARCLAYS PLC 586,330 335,062 -42.85 26,553 15,842 -40.34
2018-02-14 13F-HR CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 226,513 159,909 -29.40 10,491 7,562 -27.92
2018-08-10 13F-HR CITIGROUP INC 108,818 120,599 10.83 4,928 5,701 15.69
2017-01-13 13F-HR MetLife Securities, Inc 55,648 14,092 -74.68 2,338 587 -74.89
2018-08-09 13F-HR MARTINGALE ASSET MANAGEMENT L P 793,852 881,801 11.08 35,954 41,692 15.96
2018-08-10 13F-HR Opera Trading Capital 200 0 -100.00 9 0 -100.00
2018-08-13 13F-HR CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 139,167 124,867 -10.28 6,303 5,904 -6.33
2018-08-14 13F-HR Jump Trading, LLC 9,984 0 -100.00 452 0 -100.00
2018-08-03 13F-HR LMR Partners LLP 14,345 0 -100.00 679 0 -100.00
2018-08-10 13F-HR Quadrature Capital LTD 0 35,793 0 1,693
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 1,695,155 1,869,169 10.27 76,774 88,375 15.11
2017-02-09 13F-HR J.Safra Asset Management Corp 724 0 -100.00 30 0 -100.00
2018-08-13 13F-HR Veritable, L.P. 9,694 9,789 0.98 439 463 5.47
2018-08-14 13F-HR NICHOLAS CO INC /WI 45,080 2,131
2018-08-08 13F-HR Mirador Capital Partners LP 6,862 6,863 0.01 324 324 0.00
2018-09-06 13F-HR Exane Asset Management 948 0 -100.00 42,935 0 -100.00
2018-04-30 13F-HR Oak Point Wealth Management 523 523 0.00 25 24 -4.00
2018-08-14 13F-HR DekaBank Deutsche Girozentrale 171,454 196,033 14.34 7,800 9,275 18.91
2018-08-13 13F-HR Magellan Asset Management Ltd 217,800 213,233 -2.10 9,864 10,082 2.21
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 14,263 13,425 -5.88 646 635 -1.70
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 89,417 93,134 4.16 4,050 4,403 8.72
2018-08-13 13F-HR Bridgewater Associates, LP 12,402 7,501 -39.52 562 355 -36.83
2018-10-11 13F-HR Gradient Investments LLC 452 452 0.00 21 22 4.76
2018-08-14 13F-HR GV Financial Advisors 13 435 3,246.15 1 21 2,000.00
2018-08-10 13F-HR Proficio Capital Partners LLC 334 334 0.00 15 16 6.67
2018-07-25 13F-HR Blue Chip Partners, Inc. 2,423 2,441 0.74 110 115 4.55
2018-10-09 13F-HR We Are One Seven, Llc 311 0 -100.00 14 0 -100.00
2017-10-26 13F-HR Acrospire Investment Management LLC 1,369 0 -100.00 63 0 -100.00
2018-08-13 13F-HR KOCH INDUSTRIES INC 15,362 0 -100.00 696 0 -100.00
2018-07-20 13F-HR Creative Planning 13,183 11,533 -12.52 597 545 -8.71
2018-08-14 13F-HR SYMPHONY ASSET MANAGEMENT LLC 53,853 40,746 -24.34 2,439 1,845 -24.35
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 57,197 56,608 -1.03 2,645 2,622 -0.87
2018-07-23 13F-HR TEXAS PERMANENT SCHOOL FUND 72,971 68,944 -5.52 3,305 3,260 -1.36
2018-08-13 13F-HR Meiji Yasuda Asset Management Co Ltd. 14,381 15,881 10.43 651 751 15.36
2018-08-08 13F-HR SEGALL BRYANT & HAMILL, LLC 5,100 5,100 0.00 231 241 4.33
2018-08-14 13F-HR CAPITAL GUARDIAN TRUST CO 92,600 88,300 -4.64 4,194 4,175 -0.45
2018-08-06 13F-HR RHUMBLINE ADVISERS 600,541 599,709 -0.14 27,199 28,354 4.25
2018-08-14 13F-HR Partners Group Holding AG 199,000 167,000 -16.08 9,013 7,896 -12.39
2018-08-09 13F-HR Carillon Tower Advisers, Inc. 29,775 874,775 2,837.95 1,348 41,359 2,968.18
2018-08-13 13F-HR Parisi Gray Wealth Management 74 74 0.00 3 4 33.33
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 2,496,324 2,303,396 -7.73 113,060 108,905 -3.68
2018-08-14 13F-HR JOHNSON INVESTMENT COUNSEL INC 0 4,276 0 202
2018-10-09 13F-HR TRUST DEPARTMENT MB FINANCIAL BANK N A 114 114 0.00 5 6 20.00
2018-07-18 13F-HR Cornerstone Advisors, Inc. 710 710 0.00 32 34 6.25
2018-08-06 13F-HR Zurcher Kantonalbank (Zurich Cantonalbank) 60,641 60,641 0.00 2,746 2,867 4.41
2018-08-13 13F-HR CIBC WORLD MARKETS CORP 36,611 94,145 157.15 1,658 4,451 168.46
2018-08-06 13F-HR MACKAY SHIELDS LLC 190,777 212,922 11.61 8,640 10,066 16.50
2018-08-13 13F-HR Axa 146,868 146,698 -0.12 6,652 6,936 4.27
2018-07-11 13F-HR TRUST CO OF VERMONT 275 536 94.91 12 25 108.33
2018-08-10 13F-HR FEDERATED INVESTORS INC /PA/ 338,004 37,316 -88.96 15,308 1,764 -88.48
2018-08-14 13F-HR LORD, ABBETT & CO. LLC 2,908,746 2,299,867 -20.93 131,737 108,738 -17.46
2017-08-14 13F-HR NUMERIC INVESTORS LLC 0 76,000 0 3,515
2018-08-07 13F-HR Convergence Investment Partners, LLC 105 0 -100.00 5 0 -100.00
2018-08-13 13F-HR Advisor Group, Inc. 20,783 14,170 -31.82 942 671 -28.77
2018-08-09 13F-HR BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 192,744 154,627 -19.78 8,729 7,311 -16.24
2018-07-17 13F-HR JNBA Financial Advisors 300 300 0.00 14 14 0.00
2018-08-10 13F-HR HENDERSON GROUP PLC 1,962,068 805,456 -58.95 88,862 38,082 -57.14
2018-07-25 13F-HR Transamerica Financial Advisors, Inc. 28 10 -64.29 2 1 -50.00
2018-08-13 13F-HR BB&T SECURITIES, LLC 15,580 15,283 -1.91 705 722 2.41
2018-08-07 13F-HR GREENLEAF TRUST 0 4,854 0 229
2017-07-20 13F-HR MANNING & NAPIER ADVISORS LLC 29,631 29,631 0.00 1,324 1,370 3.47
2018-08-09 13F-HR STEVENS CAPITAL MANAGEMENT LP 94,751 211,217 122.92 4,291 9,986 132.72
2018-08-15 13F-HR Pettee Investors, Inc. 13,042 16,634 27.54 591 786 32.99
2018-07-23 13F-HR FARMERS & MERCHANTS INVESTMENTS INC 75 75 0.00 3 4 33.33
2018-08-02 13F-HR Chevy Chase Trust Holdings, Inc. 242,153 241,142 -0.42 10,967 11,401 3.96
2018-07-26 13F-HR Advisornet Financial, Inc 200 882 341.00 9 42 366.67
2018-08-14 13F-HR AVALON ADVISORS, LLC 361,670 342,186 -5.39 17,107 16,178 -5.43
2018-08-10 13F-HR Summit Trail Advisors, Llc 30,653 0 -100.00 31 0 -100.00
2018-08-14 13F-HR BROOKFIELD ASSET MANAGEMENT INC. 1,501,859 1,052,259 -29.94 68,019 49,751 -26.86
2018-08-14 13F-HR Energy Income Partners, LLC 1,494,970 1,379,132 -7.75 67,707 65,205 -3.70
2018-08-13 13F-HR AMERICAN NATIONAL INSURANCE CO /TX/ 143,185 143,185 0.00 6,485 6,770 4.39
2018-08-13 13F-HR PARAMETRIC PORTFOLIO ASSOCIATES LLC 1,288,963 1,352,280 4.91 58,377 63,936 9.52
2018-08-13 13F-HR American National Registered Investment Advisor, Inc. 20,248 20,248 0.00 917 957 4.36
2018-08-08 13F-HR Glassman Wealth Services 31 42 35.48 1 2 100.00
2018-08-13 13F-HR WESTWOOD HOLDINGS GROUP INC 156,950 1,956,357 1,146.48 7,108 92,496 1,201.29
2018-08-13 13F-HR RMB Capital Management, LLC 84,552 76,899 -9.05 3,829 3,636 -5.04
2018-07-10 13F-HR Livforsakringsbolaget Skandia, Omsesidigt 4,279 4,279 0.00 194 202 4.12
2018-08-06 13F-HR Sonora Investment Management, LLC 10,839 0 -100.00 490,920 0 -100.00
2018-07-30 13F-HR MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4,367,811 4,450,413 1.89 197,818 210,417 6.37
2018-08-23 13F-HR/A SCHRODER INVESTMENT MANAGEMENT GROUP 137,679 20,397 -85.19 6,235 959 -84.62
2018-08-13 13F-HR CAPTRUST FINANCIAL ADVISORS 875 1,540 76.00 39 73 87.18
2018-08-10 13F-HR Norinchukin Bank, The 25,878 32,010 23.70 1,172 1,513 29.10
2018-08-08 13F-HR Russell Investments Group, Ltd. 694,515 644,291 -7.23 31,438 30,431 -3.20
2018-08-08 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 852 3,128 267.14 39 148 279.49
2018-08-09 13F-HR Private Advisor Group, LLC 6,290 6,029 -4.15 285 288 1.05
2018-08-10 13F-HR Shell Asset Management Co 73,912 75,764 2.51 3,347 3,582 7.02
2018-07-30 13F-HR SIMPLEX TRADING, LLC Put 30 20 -33.33 1 94 9,300.00
2018-08-22 13F-HR/A Advisors Asset Management, Inc. 114,977 86,671 -24.62 4,881 4,098 -16.04
2018-08-14 13F-HR Pacer Advisors, Inc. 10,835 13,067 20.60 491 618 25.87
2017-08-10 13F-HR Standard Life Investments LTD 7,678,481 7,392,075 -3.73 343,497 341,921 -0.46
2018-08-14 13F-HR/A AlphaOne Investment Services, LLC 627 0 -100.00 28 0 -100.00
2018-05-11 13F-HR HSBC HOLDINGS PLC 286,177 341,164 19.21 13,536 15,452 14.15
2018-08-07 13F-HR IFP Advisors, Inc 4,217 3,828 -9.22 191 181 -5.24
2018-08-07 13F-HR ROTHSCHILD ASSET MANAGEMENT INC 358,997 359,412 0.12 16,259 16,993 4.51
2018-08-14 13F-HR ZACKS INVESTMENT MANAGEMENT 0 350,426 0 16,568
2018-05-11 13F-HR Delpha Capital Management, Llc 5,930 0 -100.00 280 0 -100.00
2018-08-08 13F-HR Homrich & Berg 19,882 19,882 0.00 900 940 4.44
2018-10-12 13F-HR MAI Capital Management 4,835 4,830 -0.10 229 237 3.49
2018-08-13 13F-HR FFCM LLC 10,731 9,668 -9.91 487 457 -6.16
2018-08-07 13F-HR LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 37 37 0.00 2 2 0.00
2018-07-12 13F-HR Community Bank, N.A. 235 235 0.00 11 11 0.00
2018-08-14 13F-HR Virtue Capital Management, Llc 473 0 -100.00 21 0 -100.00
2017-02-10 13F-HR BlackRock Investment Management, LLC 2,570,644 2,340,457 -8.95 107,993 97,410 -9.80
2018-08-13 13F-HR Sustainable Insight Capital Management, LLC 221,100 68,196 -69.16 10,014 3,224 -67.81
2018-10-10 13F-HR ARROW FINANCIAL CORP 0 121 0 6
2018-08-13 13F-HR Altshuler Shaham Ltd 694 625 -9.94 31 30 -3.23
2018-08-09 13F-HR CHEMICAL BANK 7,044 7,329 4.05 319 347 8.78
2018-04-12 13F-HR EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 44,841 43,236 -3.58 2,121 1,958 -7.69
2018-08-10 13F-HR RIVERHEAD CAPITAL MANAGEMENT LLC 25,960 10,160 -60.86 1,176 480 -59.18
2018-08-13 13F-HR Renaissance Technologies LLC 2,388,600 108,180
2018-08-14 13F-HR Marshall Wace LLP 0 286,867 0 13,563
2018-08-14 13F-HR ETRADE Capital Management LLC 31,203 27,101 -13.15 1,413 1,281 -9.34
2018-08-15 13F-HR/A TIEDEMANN WEALTH MANAGEMENT, LLC 43,835 33,462 -23.66 1,985 1,582 -20.30
2018-08-08 13F-HR DEAN INVESTMENT ASSOCIATES, LLC 16,196 18,251 12.69 734 863 17.57
2018-08-10 13F-HR FIL Ltd 632,898 2,796,982 341.93 28,664 132,242 361.35
2018-08-08 13F-HR CIBC World Markets Inc. 16,675 16,811 0.82 755 795 5.30
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 0 5,799 0 274
2017-05-12 13F-HR NEW YORK LIFE TRUST CO 20 20 0.00 1 1 0.00
2018-08-10 13F-HR Acorn Wealth Advisors, Llc 8,323 8,354 0.37 394 400 1.52
2018-08-14 13F-HR JACOBS LEVY EQUITY MANAGEMENT, INC 45,374 45,374 0.00 2,055 2,145 4.38
2018-07-30 13F-HR SIMPLEX TRADING, LLC Call 130 0 -100.00 19 0 -100.00
2018-08-10 13F-HR GABELLI FUNDS LLC 205,000 205,000 0.00 9,284 9,692 4.39
2018-08-09 13F-HR OPUS INVESTMENT MANAGEMENT INC 34,300 34,300 0.00 1,553 1,622 4.44
2018-08-14 13F-HR HighTower Advisors, LLC 34,299 34,623 0.94 1,552 1,638 5.54
2018-08-10 13F-HR Legal & General Group Plc 2,600,431 2,663,398 2.42 117,783 125,910 6.90
2018-08-13 13F-HR Certified Advisory Corp 16 1
2018-10-15 13F-HR State of New Jersey Common Pension Fund D 238,500 238,500 0.00 11,276 11,687 3.64
2018-08-07 13F-HR Advisors Preferred, LLC 3,076 0 -100.00 139 0 -100.00
2018-07-25 13F-HR THOMAS WHITE INTERNATIONAL LTD 19,250 19,250 0.00 872 910 4.36
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 8,700 8,400 -3.45 394 397 0.76
2018-10-12 13F-HR Versant Capital Management, Inc 605 568 -6.12 28 27 -3.57
2017-04-17 13F-HR Pinnacle Bank 1,070 48
2018-08-14 13F-HR Edge Advisors, Llc 140 0 -100.00 6 0 -100.00
2018-08-14 13F-HR DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5,622 1,062,845 18,805.10 255 50,253 19,607.06
2018-07-30 13F-HR BP PLC 33,000 0 -100.00 1,494 0 -100.00
2018-10-17 13F-HR Global Retirement Partners, Llc 150 150 0.00 7 7 0.00
2018-08-03 13F-HR COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 25,271 29,575 17.03 1,145 1,398 22.10
2018-08-14 13F-HR TIAA CREF INVESTMENT MANAGEMENT LLC 601,679 466,151 -22.52 27,250 22,040 -19.12
2018-10-09 13F-HR Personal Capital Advisors Corp 10,200 149,023 1,361.01 482 7,302 1,414.94
2018-08-13 13F-HR ALLIANCEBERNSTEIN L.P. 438,114 436,997 -0.25 19,842 20,661 4.13
2018-08-13 13F-HR EARNEST PARTNERS LLC 239 239 0.00 11 11 0.00
2018-08-14 13F-HR FRANKLIN RESOURCES INC 5,304,544 5,281,942 -0.43 240,241 249,730 3.95
2018-08-14 13F-HR BALYASNY ASSET MANAGEMENT LLC 1,079,206 9,184 -99.15 48,877 434 -99.11
2018-08-14 13F-HR PANAGORA ASSET MANAGEMENT INC 753,020 770,860 2.37 34,104 36,446 6.87
2018-08-06 13F-HR STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 449,068 443,485 -1.24 20,338 20,968 3.10
2018-10-15 13F-HR SCOUT INVESTMENTS, INC. 1,360,227 1,452,038 6.75 64,312 71,150 10.63
2018-08-14 13F-HR Crow Point Partners, LLC 600,000 600,000 0.00 27,174 28,224 3.86
2018-08-14 13F-HR Bruce & Co., Inc. 538,300 538,300 0.00 24,379 25,450 4.39
2018-08-01 13F-HR Cognios Beta Neutral Large Cap Fund, Lp 57,394 2,712
2018-08-14 13F-HR LPL Financial LLC 27,283 23,894 -12.42 1,236 1,130 -8.58
2018-05-17 13F-HR McKinley Carter Wealth Services, Inc. 946 43
2018-08-09 13F-HR SUN LIFE FINANCIAL INC 58 765 1,218.97 1,287 36 -97.20
2018-08-09 13F-HR Swiss National Bank 1,227,600 1,261,300 2.75 55,598 59,634 7.26
2018-07-27 13F-HR/A WHITTIER TRUST CO 129 0 -100.00 6 0 -100.00
2018-08-20 13F-HR Winton Capital Group Ltd 34,315 17,322 -49.52 1,554 819 -47.30
2018-08-09 13F-HR Edgestream Partners, L.P. 92,332 53,781 -41.75 4,182 2,543 -39.19
2018-08-14 13F-HR MILLENNIUM MANAGEMENT LLC 822,071 1,612,272 96.12 37,232 76,228 104.74
2018-10-15 13F-HR Sumitomo Mitsui Asset Management Company, LTD 117,978 116,354 -1.38 5,577 5,701 2.22
2018-08-10 13F-HR COMMERZBANK AKTIENGESELLSCHAFT /FI 7,235 5,618 -22.35 328 266 -18.90
2018-08-14 13F-HR UBS ASSET MANAGEMENT AMERICAS INC 1,299,697 1,388,635 6.84 58,863,277 65,654,665 11.54
2018-08-03 13F-HR Seacrest Wealth Management, Llc 178 274 53.93 8 13 62.50
2018-07-25 13F-HR BNP PARIBAS ARBITRAGE, SA 234,554 361,442 54.10 10,622,951 17,088,978 60.87
2018-08-13 13F-HR AMP Capital Investors Ltd 524,202 529,647 1.04 23,625 25,042 6.00
2018-08-09 13F-HR CIBC Asset Management Inc 29,537 30,807 4.30 1,338 1,457 8.89
2018-08-13 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 4,885 4,537 -7.12 222 214 -3.60
2018-08-15 13F-HR Metlife Investment Advisors, Llc 84,991 83,169 -2.14 3,849 3,932 2.16
2017-01-23 13F-HR KANALY TRUST CO 35 1
2018-08-14 13F-HR NGAM ADVISORS, L.P. 79,839 3,775
2018-08-06 13F-HR STRS OHIO 138,063 160,687 16.39 6,252 7,597 21.51
2018-07-26 13F-HR TCI Wealth Advisors, Inc. 70 75 7.14 3 4 33.33
2018-08-14 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 7,513 6,268 -16.57 340 296 -12.94
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 19,500 18,522 -5.02 883 876 -0.79
2018-07-18 13F-HR Bt Investment Management Ltd 8,632 8,753 1.40 390,943 413,842 5.86
2018-07-12 13F-HR FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 103,473 145,381 40.50 4,686 6,874 46.69
2018-08-13 13F-HR OREGON PUBLIC EMPLOYEES RETIREMENT FUND 30,232 30,872 2.12 1,369 1,460 6.65
2018-08-09 13F-HR GSA CAPITAL PARTNERS LLP 0 12,894 0 610
2018-08-09 13F-HR BlackRock Inc. 29,023,347 25,115,682 -13.46 1,314,466 1,187,469 -9.66
2018-08-01 13F-HR NEW YORK STATE TEACHERS RETIREMENT SYSTEM 378,747 367,172 -3.06 17,153 17,360 1.21
2018-08-03 13F-HR MOODY NATIONAL BANK TRUST DIVISION 17,998 17,998 0.00 815 851 4.42
2018-08-14 13F-HR Invesco Ltd. 3,497,571 4,198,109 20.03 158,405 198,487 25.30
2018-08-10 13F-HR Utah Retirement Systems 51,985 52,085 0.19 2,355 2,462 4.54
2018-10-16 13F-HR GATEWAY INVESTMENT ADVISERS LLC 11,316 12,134 7.23 535 595 11.21
2018-07-27 13F-HR PIEDMONT INVESTMENT ADVISORS LLC 0 3,309 0 156
2018-02-14 13F-HR AHL Partners LLP 84,732 0 -100.00 3,925 0 -100.00
2017-02-14 13F-HR HUFF W R ASSET MANAGEMENT CO LLC /DE/ 30,030 29,970 -0.20 1,262 1,247 -1.19
2018-08-14 13F-HR Natixis Asset Management 11,825 39,213 231.61 536 1,854 245.90
2018-08-13 13F-HR Vantage Investment Advisors, LLC 38 38 0.00 2 2 0.00
2018-08-10 13F-HR GUARDIAN LIFE INSURANCE CO OF AMERICA 655 783 19.54 30 37 23.33
2018-07-27 13F-HR Advisory Services Network, LLC 0 89 0 4
2018-08-14 13F-HR THRIVENT FINANCIAL FOR LUTHERANS 13,211 68,738 420.31 598 3,250 443.48
2018-08-14 13F-HR Rare Infrastructure Ltd 3,650 4,591 25.78 166 218 31.33
2018-07-30 13F-HR DUPONT CAPITAL MANAGEMENT Corp 3,183 9,833 208.92 144 465 222.92
2018-08-14 13F-HR MACQUARIE GROUP LTD 234,434 230,834 -1.54 10,618 10,913 2.78
2018-02-14 13F-HR GLG LLC 8,071 8,071 0.00 374 382 2.14
2018-08-15 13F-HR GLENMEDE TRUST CO NA 708,394 65,051 -90.82 33,505 3,075 -90.82
2018-08-14 13F-HR PRICE T ROWE ASSOCIATES INC /MD/ 1,763,866 8,437,877 378.37 79,885 398,943 399.40
2018-08-09 13F-HR Tredje AP-fonden 1 1 0.00 0 0
2018-08-07 13F-HR FULLER & THALER ASSET MANAGEMENT, INC. 1,805 2,555 41.55 82 121 47.56
2018-08-09 13F-HR THOMPSON SIEGEL & WALMSLEY LLC 8,300 8,300 0.00 376 392 4.26
2018-08-03 13F-HR NOMURA ASSET MANAGEMENT CO LTD 82,513 82,042 -0.57 3,737 3,878 3.77
2018-10-10 13F-HR CLINTON GROUP INC 15,637 0 -100.00 739,317 0 -100.00
2018-08-08 13F-HR FDx Advisors, Inc. 4,739 0 -100.00 215 0 -100.00
2018-07-24 13F-HR FOSTER & MOTLEY INC 24,473 23,956 -2.11 1,108 1,133 2.26
2018-08-08 13F-HR Nissay Asset Management Corp /japan/ /adv 128,310 64,187 -49.98 5,811 3,035 -47.77
2018-08-07 13F-HR Johnson Financial Group, Inc. 2,886 2,026 -29.80 131 95 -27.48
2018-08-14 13F-HR Nuveen Asset Management, LLC 625,845 617,121 -1.39 28,345 29,177 2.94
2018-08-14 13F-HR GUGGENHEIM CAPITAL LLC 1,141,247 295,222 -74.13 51,686 13,957 -73.00
2018-08-13 13F-HR Kentucky Retirement Systems 14,739 11,995 -18.62 668 567 -15.12
2017-11-08 13F-HR Friedberg Investment Management 36,230 12,260 -66.16 1,676 568 -66.11
2018-08-03 13F-HR ICON ADVISERS INC/CO 33,576 0 -100.00 1,521 0 -100.00
2018-08-09 13F-HR Advantus Capital Management Inc 44,667 28,378 -36.47 2,023 1,342 -33.66
2018-08-14 13F-HR SUNTRUST BANKS INC 303,816 320,418 5.46 13,758 15,148 10.10
2018-08-14 13F-HR Shelter Harbor Advisors, Lp 325,000 0 -100.00 14,719 0 -100.00
2018-08-13 13F-HR Mn Services Vermogensbeheer B.V. 43,593 43,593 0.00 1,974 2,061 4.41
2018-08-07 13F-HR Arizona State Retirement System 271,732 264,228 -2.76 12,307 12,493 1.51
2018-07-25 13F-HR JFS WEALTH ADVISORS, LLC 126 0 -100.00 6 0 -100.00
2016-11-14 13F-HR Mizuho Asset Management Co.,Ltd. 3,877 2,401 -38.07 178 101 -43.26
2018-08-10 13F-HR HSBC HOLDINGS PLC 341,164 283,877 -16.79 15,452 13,422 -13.14
2018-08-14 13F-HR OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 19,174 19,174 0.00 868 907 4.49
2018-08-13 13F-HR/A Robeco Institutional Asset Management B.V. 325,453 325,453 0.00 14,742 15,386 4.37
2018-08-10 13F-HR Neuburgh Advisers LLC 23,616 9,216 -60.98 1,070 436 -59.25
2018-05-11 13F-HR CITIGROUP INC Call 0 45,000 0 2,038
2018-08-13 13F-HR BOKF, NA 5,758 6,903 19.89 261 326 24.90
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 2,359,129 4,079,007 72.90 106,845 192,855 80.50
2018-08-14 13F-HR CREDIT SUISSE AG/ 598,666 532,395 -11.07 27,114 25,171 -7.17
2018-08-14 13F-HR TWO SIGMA ADVISERS, LP 4,695 29,795 534.61 213 1,409 561.50
2018-08-14 13F-HR JP Morgan Chase & Co 17,036,909 15,121,688 -11.24 771,605 714,954 -7.34
2018-08-08 13F-HR QUADRANT CAPITAL GROUP LLC 2,364 2,779 17.55 104 123 18.27
2018-08-14 13F-HR COLONY GROUP LLC 5,375 0 -100.00 243 0 -100.00
2018-07-30 13F-HR SIMPLEX TRADING, LLC 0 155 0 7
2018-07-31 13F-HR Rockefeller Capital Management L.p. 294 14
2018-08-09 13F-HR FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 53,253 51,509 -3.27 2,412 2,435 0.95
2018-08-10 13F-HR Avestar Capital, Llc 134 134 0.00 5 5 0.00
2018-08-10 13F-HR Cutler Group LP Call 0 400 0 0
2018-08-14 13F-HR COHEN & STEERS INC 1,331,032 1,338,741 0.58 60,282 63,296 5.00
2018-07-30 13F-HR Daiwa Securities Group Inc. 9,403 9,403 0.00 426 445 4.46
2018-08-09 13F-HR Mitsubishi UFJ Asset Management Co., Ltd. 49,221 45,656 -7.24 2,229 2,159 -3.14
2018-08-10 13F-HR M&T BANK CORP 126,957 128,828 1.47 5,750 6,091 5.93
2018-08-14 13F-HR Zimmer Partners, LP 2,021,500 1,041,400 -48.48 91,554 49,237 -46.22
2017-01-03 13F-HR Vollero Beach Capital Partners LLC 93,078 0 -100.00 4,269 0 -100.00
2018-08-14 13F-HR MEITAV DASH INVESTMENTS LTD 11,000 517
2018-08-01 13F-HR COMERICA BANK 179,161 179,485 0.18 8,128 8,544 5.12
2018-08-14 13F-HR ROYAL BANK OF CANADA 1,102,614 1,173,459 6.43 49,939 55,482 11.10
2018-10-09 13F-HR NEXT Financial Group, Inc 0 1,697 0 83
2018-02-14 13F-HR GLG Partners LP 8,281 392
2018-08-14 13F-HR DIAM Co., Ltd. 511,405 527,777 3.20 23,161 24,947 7.71
2018-08-08 13F-HR SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1,070,265 1,089,967 1.84 48,473 51,534 6.31
2018-08-14 13F-HR Resources Investment Advisors, Inc. 403 457 13.40 18 22 22.22
2018-08-07 13F-HR SG Americas Securities, LLC 142,818 47,653 -66.63 6,468 2,253 -65.17
2018-07-17 13F-HR Kistler-Tiffany Companies, LLC 28 1
2018-08-01 13F-HR Dana Investment Advisors, Inc. 33,379 28,441 -14.79 1,512 1,345 -11.04
2018-08-02 13F-HR Atlantic Trust Group, LLC 1,458 201,462 13,717.70 66 9,525 14,331.82
2018-08-14 13F-HR TWO SIGMA INVESTMENTS LLC Call 12,500 0 -100.00 566 0 -100.00
2018-08-14 13F-HR HBK INVESTMENTS L P 256,867 0 -100.00 11,634 0 -100.00
2018-08-14 13F-HR Cipher Capital LP 0 22,587 0 1,068
2018-08-13 13F-HR MACKENZIE FINANCIAL CORP 16,200 18,784 15.95 734 888 20.98
2018-08-20 13F-HR Cognios Capital, LLC 56,196 57,394 2.13 2,544 2,712 6.60
2018-08-03 13F-HR Well Done, LLC 900 0 -100.00 41 0 -100.00
2018-07-09 13F-HR IFM Investors Pty Ltd 8,570 12,649 47.60 388 598 54.12
2018-08-14 13F-HR SPRINGBOK CAPITAL MANAGEMENT, LLC 23,129 19,566 -15.40 1,048 925 -11.74
2018-08-14 13F-HR TWO SIGMA INVESTMENTS LLC Put 0 4,300 0 203
2018-03-19 13F-HR/A Elkhorn Investments, LLC 26,089 40,048 53.51 1,208 1,880 55.63
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 25,695 25,695 0.00 1,163 1,163 0.00
2018-10-09 13F-HR Trust Co 2,427 2,427 0.00 115 119 3.48
2018-08-02 13F-HR Sigma Planning Corp 10,969 10,863 -0.97 497 514 3.42
2018-07-31 13F-HR Tarbox Group, Inc. 43 43 0.00 2 2 0.00
2018-07-31 13F-HR LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 37,113 37,113 0.00 1,681 1,755 4.40
2017-07-13 13F-HR Princeton Alpha Management LP 30,584 0 -100.00 1,368 0 -100.00
2018-08-10 13F-HR DIMENSIONAL FUND ADVISORS LP 699,810 709,247 1.35 31,693 33,531 5.80
2018-08-14 13F-HR Paloma Partners Management Co 0 16,380 0 774
2017-08-08 13F-HR Airain ltd 121,436 126,524 4.19 5,433 5,852 7.71
2018-08-14 13F-HR STATE STREET CORP 13,382,321 13,214,440 -1.25 606,084 624,776 3.08
2018-07-11 13F-HR Xact Kapitalforvaltning AB 29,215 30,094 3.01 1,323 1,423 7.56
2018-08-24 13F-HR/A Mainstay Capital Management Llc /adv 500 500 0.00 22 24 9.09
2018-08-10 13F-HR Pacad Investment Ltd. 0 12,881 0 606
2018-08-14 13F-HR SIGNATUREFD, LLC 1,436 1,555 8.29 65 74 13.85
2018-08-14 13F-HR Man Group plc 18,350 93,018 406.91 832 4,398 428.61
2017-02-10 13F-HR BlackRock Group LTD 2,576,481 2,704,107 4.95 108,237 112,545 3.98
2018-10-15 13F-HR FIRST MANHATTAN CO 133,826 132,326 -1.12 6,327 6,483 2.47
2018-07-17 13F-HR Retirement Systems of Alabama 134,918 132,386 -1.88 6,110 6,259 2.44
2018-08-14 13F-HR FIFTH THIRD BANCORP 46,910 46,661 -0.53 2,125 2,206 3.81
2018-08-02 13F-HR FIRST TRUST ADVISORS LP 676,685 629,995 -6.90 30,647 29,786 -2.81
2018-07-30 13F-HR Parallel Advisors, LLC 363 421 15.98 16 19 18.75
2018-10-04 13F-HR CENTRAL TRUST Co 319 325 1.88 15 16 6.67
2018-10-16 13F-HR FIRST FINANCIAL CORP /IN/ 3,569 3,265 -8.52 169 160 -5.33
2017-02-10 13F-HR BlackRock Fund Advisors 7,983,289 8,363,272 4.76 335,378 348,079 3.79
2018-10-16 13F-HR Andra AP-fonden 116,500 127,900 9.79 5,508 6,267 13.78
2018-10-15 13F-HR PGGM Investments 174,200 174,200 0.00 8,236 8,536 3.64
2018-08-09 13F-HR Redpoint Investment Management Pty Ltd 54,295 45,938 -15.39 2,459 2,172 -11.67
2018-08-13 13F-HR Baird Financial Group, Inc. 0 10,641 0 503
2018-09-18 13F-HR/A NORTHERN TRUST CORP 3,429,691 3,286,481 -4.18 155,331 155,384 0.03
2018-07-27 13F-HR/A Hedeker Wealth Management Group, LLC 65,780 50,755 -22.84 2,979 2,399 -19.47
2018-10-16 13F-HR Louisiana State Employees Retirement System 16,600 16,600 0.00 785 813 3.57
2018-08-14 13F-HR Cubist Systematic Strategies, LLC 0 17,387 0 822
2018-08-10 13F-HR Employees Retirement System of Texas 13,000 13,000 0.00 589 615 4.41
2018-08-03 13F-HR FINANCIAL COUNSELORS INC 88,318 97,456 10.35 4,000 4,608 15.20
2018-10-12 13F-HR BLB&B Advisors, LLC 64,385 63,835 -0.85 3,044 3,128 2.76
2018-08-13 13F-HR Covalis Capital Llp 194,642 0 -100.00 8,815 0 -100.00
2018-07-24 13F-HR Squar Milner Financial Services Llc 30 1
2018-08-14 13F-HR Wellington Management Group LLP 22,866 23,915 4.59 1,036 1,131 9.17
2018-07-30 13F-HR First Capital Advisors Group, LLC. 6,174 6,133 -0.66 280 290 3.57
2018-08-13 13F-HR Ceredex Value Advisors Llc 1,252,500 1,151,750 -8.04 56,726 54,455 -4.00
2018-08-06 13F-HR Maple-Brown Abbott Ltd 1,929,538 1,739,338 -9.86 87,389 82,236 -5.90
2018-07-31 13F-HR TD ASSET MANAGEMENT INC 150,864 150,577 -0.19 6,832 7,119 4.20
2018-08-10 13F-HR ING GROEP NV 18,156 13,969 -23.06 822 660 -19.71
2018-08-13 13F-HR SPRING CREEK CAPITAL LLC 8,168 386
2018-08-14 13F-HR Evercore Wealth Management, LLC 0 4,566 0 216
2018-08-14 13F-HR BlueCrest Capital Management Ltd 11,625 6,139 -47.19 526 290 -44.87
2018-08-14 13F-HR Weiss Multi-Strategy Advisers LLC 389,340 405,000 4.02 17,633 19,148 8.59
2018-08-09 13F-HR CADENCE CAPITAL MANAGEMENT LLC 12,285 9,859 -19.75 556 466 -16.19
2018-08-03 13F-HR KBC Group NV 20,542 33,919 65.12 930 1,604 72.47
2018-07-18 13F-HR Nippon Life Global Investors Americas, Inc. 113,510 162,120 42.82 5,141 7,666 49.11
2018-08-10 13F-HR Omnia Family Wealth, LLC 108 108 0.00 5 5 0.00
2018-08-15 13F-HR METROPOLITAN LIFE INSURANCE CO/NY 43,926 42,726 -2.73 1,989,409 2,020,086 1.54
2018-08-14 13F-HR Candriam Luxembourg S.C.A. 46,733 73,237 56.71 2,117 3,463 63.58
2018-07-27 13F-HR FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 27,050 21,875 -19.13 1,225 1,034 -15.59
2018-08-03 13F-HR FineMark National Bank & Trust 0 4,989 0 236
2018-05-11 13F-HR MARTINGALE ASSET MANAGEMENT L P 589,568 793,852 34.65 27,888 35,954 28.92
2018-07-26 13F-HR Plante Moran Financial Advisors, LLC 4,703 4,523 -3.83 213 214 0.47
2018-07-18 13F-HR AMALGAMATED BANK 34,799 36,235 4.13 1,576 1,713 8.69
2018-07-12 13F-HR NN Investment Partners Holdings N.V. 43,886 43,886 0.00 1,987 2,075 4.43
2018-08-03 13F-HR Cable Hill Partners, LLC 3,800 3,800 0.00 172 180 4.65
2018-10-12 13F-HR Parkside Financial Bank & Trust 277 279 0.72 13 13 0.00
2018-07-27 13F-HR ENTERPRISE FINANCIAL SERVICES CORP 54 54 0.00 2 3 50.00
2017-07-10 13F-HR CAPSTONE ASSET MANAGEMENT CO 30,565 28,845 -5.63 1,367 1,334 -2.41
2018-08-02 13F-HR JENNISON ASSOCIATES LLC 2,760,367 2,760,367 0.00 125,017 130,510 4.39
2018-08-14 13F-HR Blue Sky Asset Management, LLC 11,880 562
2018-08-14 13F-HR Vident Investment Advisory, LLC 25,786 26,350 2.19 1,157 1,246 7.69
2018-07-19 13F-HR Confluence Wealth Management LLC 5,760 5,760 0.00 261 272 4.21
2018-08-09 13F-HR CHARTWELL INVESTMENT PARTNERS, LLC 60,500 85,565 41.43 2,740 4,046 47.66
2018-08-13 13F-HR Elkfork Partners LLC 41,328 16,128 -60.98 1,872 762 -59.29
2018-08-07 13F-HR TORTOISE CAPITAL ADVISORS, L.L.C. 3,322 3,322 0.00 150 157 4.67
2018-08-14 13F-HR A.R.T. Advisors, LLC 53,500 0 -100.00 2,423 0 -100.00
2018-08-03 13F-HR Financial Architects, Inc 1,283 1,382 7.72 58 65 12.07
2018-08-01 13F-HR Sumitomo Mitsui Trust Holdings, Inc. 999,004 982,311 -1.67 45,245 46,444 2.65
2018-08-01 13F-HR ASSETMARK, INC 134 134 0.00 6 6 0.00
2018-08-14 13F-HR UBS Group AG 189,052 60,467 -68.02 8,562 2,859 -66.61
2018-08-08 13F-HR Hanson McClain, Inc. 103 100 -2.91 5 5 0.00
2018-08-13 13F-HR PRINCIPAL FINANCIAL GROUP INC 423,630 419,599 -0.95 19,186 19,838 3.40
2018-08-02 13F-HR BABSON CAPITAL MANAGEMENT LLC 11,313 12,067 6.66 512 571 11.52
2017-05-16 13F-HR FIRST FINANCIAL EQUITY CORPORATION 17,624 790
2018-08-14 13F-HR Worldquant Millennium Quantitative Strategies Llc 14,915 705
2018-08-14 13F-HR CLS Investments, LLC 85 85 0.00 4 4 0.00
2018-08-13 13F-HR PICTET ASSET MANAGEMENT LTD 2,387,615 2,314,470 -3.06 108,135 109,428 1.20
2018-08-13 13F-HR PROFUND ADVISORS LLC 18,380 17,028 -7.36 832 805 -3.25
2018-08-10 13F-HR Meadow Creek Investment Management LLC 50,184 19,584 -60.98 2,273 926 -59.26
2018-08-14 13F-HR BARCLAYS PLC Put 300 0 -100.00 14 0 -100.00
2018-08-14 13F-HR Adage Capital Partners GP LLC 375,740 365,140 -2.82 17,017 17,264 1.45
2018-08-14 13F-HR Lombard Odier Asset Management (Switzerland) SA 7,264 11,937 64.33 329 564 71.43
2018-08-13 13F-HR ProShare Advisors LLC 43,541 40,510 -6.96 1,972 1,915 -2.89
2018-07-20 13F-HR LS Investment Advisors, LLC 46,033 45,294 -1.61 2,085 2,142 2.73
2018-08-14 13F-HR State of Tennessee, Treasury Department 67,815 67,815 0.00 3,071 3,206 4.40
2018-08-13 13F-HR Ameritas Investment Partners, Inc. 5,832 5,376 -7.82 264 254 -3.79
2018-08-14 13F-HR/A CITADEL ADVISORS LLC Call 0 26,200 0 1,239
2018-08-01 13F-HR BNP Paribas Investment Partners S.A. 121,044 88,187 -27.14 5,482 4,170 -23.93
2018-08-10 13F-HR EATON VANCE MANAGEMENT 3,516,719 3,594,687 2.22 159,272 169,957 6.71
2018-08-14 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 5,980 282
2018-08-09 13F-HR Centersquare Investment Management Llc 1,000 710 -29.00 45 34 -24.44
2018-08-14 13F-HR Brasada Capital Management, Lp 36,320 28,275 -22.15 1,645 1,337 -18.72
2018-08-15 13F-HR HPM Partners LLC 5,222 0 -100.00 237 0 -100.00
2018-08-08 13F-HR REAVES W H & CO INC 868,517 736,367 -15.22 39,335 34,816 -11.49
2018-08-13 13F-HR Archford Capital Strategies, LLC 707 707 0.00 33 33 0.00
2018-08-13 13F-HR TLP GROUP LLC 676 6 -99.11 31 0 -100.00
2018-08-14 13F-HR Gotham Asset Management, LLC 0 58,905 0 2,785
2018-10-10 13F-HR MURPHY CAPITAL MANAGEMENT INC 5,375 5,275 -1.86 254 258 1.57
2018-08-14 13F-HR UBS Group AG Call 0 44,600 0 2,109
2018-08-14 13F-HR Holocene Advisors, Lp 12,995 9,325 -28.24 589 441 -25.13
2018-07-24 13F-HR ACADIAN ASSET MANAGEMENT LLC 1,551 1,551 0.00 70 73 4.29
2018-08-14 13F-HR Capital International Investors 6,612,568 6,612,910 0.01 299,483 312,658 4.40
2018-08-13 13F-HR CSat Investment Advisory, L.P. 325 15
2018-10-12 13F-HR WEBSTER BANK, N. A. 1,430 530 -62.94 68 26 -61.76

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