SecurityWBK / Westpac Banking Corp. Ltd. (961214301)
Institutional Owners170
Institutional Shares20,134,458
Institutional Value$ 633,976,000 USD
Related 961214BW2 / Westpac Banking Corp. 1.125% 09/25/15
961214BZ5 / Westpac Banking Corp 1.6% 01/12/18
961214AH6 / Westpac Banking Corp 4.625% Subordinated Notes 06/01/18
WEBNF / Westpac Banking Corp. Ltd.
961214DF7 / Westpac Banking Corp. Ltd. Bond
961214BM4 / Westpac Bkg Corp Fixed Rt Global Notes 2.1% 08/02/2013
961214BN2 / Westpac Bkg Corp Fixed Rt Global Notes 3% 08/04/2015
961214BR3 / Westpac Bkg Corp Fixed Rt Notes 1.85% 12/09/2013
961214BP7 / Westpac Bkg Corp Fixed Rt Notes 3% 12/09/2015
961214BH5 / Westpac Bkg Corp Senior Notes 4.2% 02/27/15
961214BK8 / Westpac Bkg Corp Senior Notes 4.875% 11/19/19

Institutional Stock Ownership and Shareholders

WBK / Westpac Banking Corp. Ltd. Institutional Ownership

Westpac Banking Corp. Ltd. (NYSE:WBK) has 170 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 20,134,458 shares. Largest shareholders include Northern Trust Corp, Parametric Portfolio Associates Llc, Renaissance Technologies LLC, Royal Bank Of Canada, Aperio Group, LLC, Bank Of America Corp /de/, Raymond James & Associates, Goldman Sachs Group Inc, Dimensional Fund Advisors Lp, and Glenmede Trust Co Na.
Westpac Banking Corp. Ltd. (NYSE:WBK) 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)
2018-07-10 13F-HR PEOPLES FINANCIAL SERVICES CORP. 234 234 0.00 5 5 0.00
2018-08-14 13F-HR CREDIT SUISSE AG/ 0 18,402 0 399
2018-08-21 13F-HR SRS Capital Advisors, Inc. 1,689 2,333 38.13 37 50 35.14
2018-08-15 13F-HR SALEM INVESTMENT COUNSELORS INC 500 500 0.00 11 11 0.00
2018-08-14 13F-HR FIFTH THIRD BANCORP 339 339 0.00 8 7 -12.50
2018-07-27 13F-HR Advisory Services Network, LLC 77 6 -92.21 2 0 -100.00
2018-08-14 13F-HR Valeo Financial Advisors, Llc 56 137 144.64 1 3 200.00
2018-08-13 13F-HR Epoch Investment Partners, Inc. 23,495 20,810 -11.43 521 451 -13.44
2018-08-01 13F-HR TrueNorth, Inc. 215 5
2018-08-06 13F-HR Checchi Capital Advisers, LLC 20,732 21,584 4.11 460 468 1.74
2018-08-10 13F-HR Proficio Capital Partners LLC 6,327 4,565 -27.85 140 99 -29.29
2018-08-10 13F-HR Avestar Capital, Llc 123 544 342.28 5 10 100.00
2018-08-09 13F-HR Bollard Group LLC 105,245 115,945 10.17 2,334 2,514 7.71
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 1,377 1,126 -18.23 31 24 -22.58
2018-08-14 13F-HR GUARDIAN CAPITAL ADVISORS LP 164,440 164,815 0.23 3,672 3,621 -1.39
2018-07-13 13F-HR Truewealth Llc 175 175 0.00 4 4 0.00
2018-08-14 13F-HR Marshall Wace North America L.P. 15,165 0 -100.00 337 0 -100.00
2018-08-03 13F-HR Seacrest Wealth Management, Llc 1,100 1,100 0.00 24 24 0.00
2018-08-14 13F-HR Invesco Ltd. 244,083 178,908 -26.70 5,414 3,878 -28.37
2018-08-14 13F-HR SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 23,738 0 -100.00 527 0 -100.00
2018-08-14 13F-HR Jacobi Capital Management LLC 122 122 0.00 3 3 0.00
2018-08-14 13F-HR Paloma Partners Management Co 19,914 0 -100.00 442 0 -100.00
2018-08-14 13F-HR DEUTSCHE BANK AG\ 466,500 2,900 -99.38 10,346 62 -99.40
2018-08-14 13F-HR STIFEL FINANCIAL CORP 37,585 33,498 -10.87 833 727 -12.73
2018-08-10 13F-HR Summit Trail Advisors, Llc 130,901 0 -100.00 131 0 -100.00
2018-08-14 13F-HR Mirae Asset Global Investments Co., Ltd. 75,748 70,860 -6.45 1,680 1,536 -8.57
2018-08-01 13F-HR ASSETMARK, INC 46,975 51,623 9.89 1,042 1,119 7.39
2018-07-13 13F-HR BANK OF MONTREAL /CAN/ 28,568 28,312 -0.90 634 614 -3.15
2018-08-08 13F-HR CIBC World Markets Inc. 21,618 0 -100.00 479 0 -100.00
2018-08-07 13F-HR Convergence Investment Partners, LLC 612 0 -100.00 14 0 -100.00
2018-08-14 13F-HR OLD MISSION CAPITAL LLC 0 118,177 0 2,562
2018-07-20 13F-HR Creative Planning 10,754 0 -100.00 239 0 -100.00
2018-07-31 13F-HR HOWE & RUSLING INC 375 275 -26.67 8 6 -25.00
2018-08-14 13F-HR BlueCrest Capital Management Ltd 12,063 0 -100.00 268 0 -100.00
2018-08-08 13F-HR Mawer Investment Management Ltd. 149,609 104,564 -30.11 3,318 2,267 -31.68
2017-10-26 13F-HR Acrospire Investment Management LLC 400 0 -100.00 9 0 -100.00
2018-08-14 13F-HR A.R.T. Advisors, LLC 0 18,100 0 392
2018-09-20 13F-HR Rehmann Capital Advisory Group 533 533 0.00 12 11,555 96,191.67
2018-08-10 13F-HR RIVERHEAD CAPITAL MANAGEMENT LLC 19,700 19,700 0.00 437 427 -2.29
2018-07-19 13F-HR Ballentine Partners, LLC 19,278 12,611 -34.58 428 273 -36.21
2018-07-20 13F-HR Lourd Capital, LLC 32,546 24,459 -24.85 722 530 -26.59
2018-08-14 13F-HR GUARDIAN CAPITAL LP 123,731 113,388 -8.36 2,744 2,458 -10.42
2018-07-23 13F-HR CAPROCK Group, Inc. 12,985 8,923 -31.28 288 200 -30.56
2018-08-09 13F-HR CHEMICAL BANK 11,875 0 -100.00 263 0 -100.00
2018-08-14 13F-HR 1832 Asset Management L.P. 1,375 1,375 0.00 30 30 0.00
2018-05-02 13F-HR DREMAN VALUE MANAGEMENT, L L C 230 230 0.00 6 5 -16.67
2018-08-08 13F-HR M&R CAPITAL MANAGEMENT INC 8,550 4,850 -43.27 189 105 -44.44
2018-08-14 13F-HR BALYASNY ASSET MANAGEMENT LLC 14,395 312
2018-09-18 13F-HR/A NORTHERN TRUST CORP 2,936,693 3,137,776 6.85 65,136 68,027 4.44
2018-07-17 13F-HR Gemmer Asset Management LLC 1,232 975 -20.86 27 21 -22.22
2018-08-14 13F-HR JOHNSON INVESTMENT COUNSEL INC 17,355 20,355 17.29 384 441 14.84
2018-08-13 13F-HR PROFUND ADVISORS LLC 57,928 51,801 -10.58 1,285 1,123 -12.61
2018-08-15 13F-HR Cozad Asset Management Inc 11,233 244
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 66,961 63,771 -4.76 1,485 1,383 -6.87
2018-08-07 13F-HR IFP Advisors, Inc 1,138 1,505 32.25 25 33 32.00
2018-08-14 13F-HR Nuveen Fund Advisors, LLC 19,371 0 -100.00 430 0 -100.00
2018-08-14 13F-HR Cubist Systematic Strategies, LLC 26,486 0 -100.00 587 0 -100.00
2018-07-26 13F-HR REGIONS FINANCIAL CORP 27,450 27,785 1.22 609 602 -1.15
2018-08-14 13F-HR Candriam Luxembourg S.C.A. 98 2
2018-08-14 13F-HR UBS Group AG 324,854 304,980 -6.12 7,205 6,612 -8.23
2018-08-22 13F-HR/A Advisors Asset Management, Inc. 103,938 139,753 34.46 2,464 3,030 22.97
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 14,578 14,578 0.00 323 323 0.00
2018-08-09 13F-HR/A Ridgewood Investments LLC 10,310 224
2018-08-14 13F-HR LOGAN CAPITAL MANAGEMENT INC 35,928 0 -100.00 797 0 -100.00
2018-08-02 13F-HR BOYS ARNOLD & CO INC 9,600 9,600 0.00 211 208 -1.42
2018-07-26 13F-HR Plante Moran Financial Advisors, LLC 1,300 2,300 76.92 29 50 72.41
2018-08-08 13F-HR TODD ASSET MANAGEMENT LLC 55,228 55,228 0.00 1,225 1,197 -2.29
2018-08-14 13F-HR GUGGENHEIM CAPITAL LLC 159,152 164,250 3.20 3,530 3,560 0.85
2018-08-09 13F-HR Gradient Investments LLC 85,979 102,179 18.84 1,907 2,215 16.15
2018-08-14 13F-HR STATE STREET CORP 20,605 20,705 0.49 456 449 -1.54
2018-07-18 13F-HR World Asset Management Inc 133,129 100,315 -24.65 2,953 2,175 -26.35
2018-08-09 13F-HR STEVENS CAPITAL MANAGEMENT LP 15,583 0 -100.00 346 0 -100.00
2018-08-27 13F-HR Bdo Wealth Advisors, Llc 1,179 1,179 0.00 26 26 0.00
2018-07-05 13F-HR Clarus Wealth Advisors 689 15
2018-07-18 13F-HR JOHNSTON ASSET MANAGEMENT CORP 20,171 20,171 0.00 447 437 -2.24
2018-08-06 13F-HR TORONTO DOMINION BANK 8,444 8,660 2.56 187 188 0.53
2017-07-10 13F-HR CAPSTONE ASSET MANAGEMENT CO 295,928 285,318 -3.59 7,907 6,676 -15.57
2018-05-11 13F-HR CITIGROUP INC 32,297 35,223 9.06 787 781 -0.76
2018-08-13 13F-HR BRINKER CAPITAL INC 26,270 0 -100.00 583 0 -100.00
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 1,390,715 1,194,011 -14.14 30,846 25,887 -16.08
2018-08-08 13F-HR ZEVIN ASSET MANAGEMENT LLC 12,700 0 -100.00 282 0 -100.00
2018-08-14 13F-HR SIGNATUREFD, LLC 9,666 12,394 28.22 214 269 25.70
2018-08-07 13F-HR GREENLEAF TRUST 25,891 19,635 -24.16 574 426 -25.78
2018-07-17 13F-HR Winslow, Evans & Crocker, Inc. 160 160 0.00 3,550 4 -99.89
2018-08-01 13F-HR COMERICA BANK 183,774 183,848 0.04 4,064 4,041 -0.57
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 85 85 0.00 2 2 0.00
2018-08-03 13F-HR Cable Hill Partners, LLC 1,958 569 -70.94 43 12 -72.09
2018-07-09 13F-HR Fisher Asset Management, LLC 41,970 15,641 -62.73 931 339 -63.59
2018-07-27 13F-HR/A WHITTIER TRUST CO OF NEVADA INC 651 220 -66.21 14 5 -64.29
2018-07-27 13F-HR ENTERPRISE FINANCIAL SERVICES CORP 791 667 -15.68 18 14 -22.22
2018-08-14 13F-HR Virtue Capital Management, Llc 827 0 -100.00 18 0 -100.00
2018-07-30 13F-HR Parallel Advisors, LLC 1,409 1,535 8.94 31 33 6.45
2018-07-27 13F-HR FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13,523 13,523 0.00 300 293 -2.33
2018-08-07 13F-HR LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,000 1,000 0.00 22 22 0.00
2018-08-13 13F-HR Dorsey & Whitney Trust CO LLC 9,952 10,975 10.28 220 238 8.18
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,697 21,021 1.57 459 456 -0.65
2018-08-03 13F-HR Dean Capital Investments Management, Llc 16,294 353
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 219,961 278,839 26.77 4,879 6,046 23.92
2018-07-23 13F-HR DELTA ASSET MANAGEMENT LLC/TN 200 200 0.00 4 4 0.00
2018-08-14 13F-HR NGAM ADVISORS, L.P. 61,868 1,341
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 1,181,422 1,176,215 -0.44 26,204 25,500 -2.69
2018-08-10 13F-HR Tyers Asset Management LLC 24,530 24,530 0.00 544 532 -2.21
2018-08-14 13F-HR LPL Financial LLC 10,948 0 -100.00 243 0 -100.00
2017-05-15 13F-HR Lebenthal Asset Management, LLC 32,101 32,636 1.67 754 872 15.65
2018-07-18 13F-HR Shoker Investment Counsel, Inc. 22,923 19,899 -13.19 508 431 -15.16
2018-08-13 13F-HR Martin Capital Partners, Llc 116,101 108,900 -6.20 2,575 2,361 -8.31
2018-08-14 13F-HR D. E. Shaw & Co., Inc. 128,475 241,197 87.74 2,850 5,230 83.51
2018-08-15 13F-HR BTC Capital Management, Inc. 9,359 203
2018-08-03 13F-HR Sandy Spring Bank 22,079 350 -98.41 490 8 -98.37
2018-08-14 13F-HR Financial Gravity Wealth, Inc. 129 174 34.88 3 4 33.33
2018-08-09 13F-HR Oxbow Advisors, LLC 259,316 50,741 -80.43 5,752 1,100 -80.88
2018-07-26 13F-HR Whitnell & Co. 77 77 0.00 2 2 0.00
2018-08-14 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 9,957 13,897 39.57 221 301 36.20
2018-08-14 13F-HR MILLENNIUM MANAGEMENT LLC 37,130 22,251 -40.07 824 482 -41.50
2018-08-01 13F-HR Kovack Advisors, Inc. 16,653 23,061 38.48 369 500 35.50
2018-08-02 13F-HR WRIGHT INVESTORS SERVICE INC 25,482 23,890 -6.25 565 518 -8.32
2018-08-08 13F-HR FDx Advisors, Inc. 11,050 0 -100.00 245 0 -100.00
2018-08-13 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 1,035 0 -100.00 23 0 -100.00
2018-08-13 13F-HR INR ADVISORY SERVICES LLC 60 1
2018-08-15 13F-HR GLENMEDE TRUST CO NA 15,576 320,887 1,960.14 378 6,957 1,740.48
2018-07-05 13F-HR Cardinal Capital Management, Inc. 650 650 0.00 14 14 0.00
2018-08-13 13F-HR WEALTHSOURCE PARTNERS, LLC 17,490 0 -100.00 467 0 -100.00
2018-07-26 13F-HR Advisornet Financial, Inc 1,556 567 -63.56 35 12 -65.71
2018-07-24 13F-HR WETHERBY ASSET MANAGEMENT INC 71,422 67,939 -4.88 1,584 1,473 -7.01
2018-08-08 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 1,694 1,557 -8.09 38 34 -10.53
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 25,983 28,059 7.99 578 608 5.19
2018-07-20 13F-HR Steward Partners Investment Advisory, Llc 1,870 1,750 -6.42 41 38 -7.32
2018-08-03 13F-HR SEI INVESTMENTS CO 38,107 46,796 22.80 845 1,014 20.00
2018-08-14 13F-HR ROYAL BANK OF CANADA 1,371,192 1,632,012 19.02 30,413 35,381 16.34
2018-07-31 13F-HR TD ASSET MANAGEMENT INC 40,166 39,808 -0.89 948 940 -0.84
2018-08-14 13F-HR W.G. Shaheen & Associates DBA Whitney & Co 200 200 0.00 4 4 0.00
2018-07-31 13F-HR Destination Wealth Management 2,256 2,256 0.00 50 49 -2.00
2018-07-17 13F-HR Edge Wealth Management LLC 185 185 0.00 4 4 0.00
2018-07-20 13F-HR LS Investment Advisors, LLC 1,450 1,450 0.00 32 31 -3.12
2018-07-17 13F-HR Kistler-Tiffany Companies, LLC 2,350 1,265 -46.17 52 27 -48.08
2018-08-13 13F-HR LAZARD ASSET MANAGEMENT LLC 9,000 9,000 0.00 199 195 -2.01
2018-08-15 13F-HR Lake Street Advisors Group, Llc 10,000 9,584 -4.16 222 208 -6.31
2018-08-08 13F-HR Hanson & Doremus Investment Management 5,475 5,475 0.00 121 119 -1.65
2017-02-15 13F-HR OLD MISSION CAPITAL, LLC 27,925 656
2018-07-18 13F-HR REILLY FINANCIAL ADVISORS, LLC 250 250 0.00 6 5 -16.67
2018-08-14 13F-HR SUNTRUST BANKS INC 13,842 24,360 75.99 306 527 72.22
2018-08-14 13F-HR Squarepoint Ops LLC 30,131 0 -100.00 668 0 -100.00
2018-08-15 13F-HR JANE STREET GROUP, LLC 0 75,973 0 1,647
2018-08-10 13F-HR M&T BANK CORP 76,263 82,910 8.72 1,691 1,797 6.27
2018-08-10 13F-HR CITIGROUP INC 35,223 39,860 13.16 781 864 10.63
2018-08-14 13F-HR MORGAN STANLEY 249,808 240,222 -3.84 5,541 5,208 -6.01
2018-07-13 13F-HR ATRIA INVESTMENTS LLC 9,207 0 -100.00 204 0 -100.00
2018-08-14 13F-HR BARCLAYS PLC 10,822 0 -100.00 240 0 -100.00
2018-08-14 13F-HR EVENTIDE ASSET MANAGEMENT, LLC 40,000 0 -100.00 887 0 -100.00
2018-08-08 13F-HR QUADRANT CAPITAL GROUP LLC 6,769 7,738 14.32 138 153 10.87
2018-08-13 13F-HR AMERICAN NATIONAL INSURANCE CO /TX/ 152,000 152,000 0.00 3,371 3,295 -2.25
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 57,723 60,721 5.19 1,351 1,531 13.32
2018-08-13 13F-HR St. James Investment Company, LLC 9,724 0 -100.00 216 0 -100.00
2018-08-13 13F-HR PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,048,761 2,161,283 5.49 45,442 46,857 3.11
2018-08-13 13F-HR Renaissance Technologies LLC 1,643,900 36,462
2018-08-14 13F-HR TWO SIGMA INVESTMENTS LLC 81,574 131,246 60.89 1,809 2,845 57.27
2018-07-30 13F-HR Aperio Group, LLC 1,446,169 1,270,064 -12.18 32,076 27,535 -14.16
2018-08-13 13F-HR Archford Capital Strategies, LLC 1 0 -100.00 1 0 -100.00
2018-08-22 13F-HR Mount Yale Investment Advisors, Llc 1,433 0 -100.00 32 0 -100.00
2018-08-14 13F-HR AVALON ADVISORS, LLC 104,736 44,262 -57.74 2,553 960 -62.40
2018-08-10 13F-HR Midwest Professional Planners, Ltd. 12,289 844 -93.13 273 18 -93.41
2018-08-14 13F-HR Rainier Group Investment Advisory LLC 152 0 -100.00 3 0 -100.00
2018-08-08 13F-HR Private Capital Group, Llc 785 218 -72.23 17 4 -76.47
2018-08-14 13F-HR Clearbridge Investments, LLC 14 0 -100.00 1 0 -100.00
2018-08-14 13F-HR TWO SIGMA ADVISERS, LP 0 16,209 0 351
2018-08-01 13F-HR Taylor Frigon Capital Management LLC 40,334 38,741 -3.95 895 840 -6.15
2018-07-19 13F-HR HUNTINGTON NATIONAL BANK 405 405 0.00 9 9 0.00
2018-07-23 13F-HR Gilman Hill Asset Management, LLC 59,975 61,410 2.39 1,330 1,331 0.08
2018-08-10 13F-HR DIMENSIONAL FUND ADVISORS LP 455,854 455,854 0.00 10,111 9,883 -2.25
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 1,015,931 1,174,159 15.57 22,533 25,456 12.97
2018-08-10 13F-HR Aevitas Wealth Management, Inc. 500 500 0.00 11 11 0.00
2018-08-10 13F-HR Neuburgh Advisers LLC 37,910 37,910 0.00 841 822 -2.26
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 31,644 1,478
2018-07-11 13F-HR RAYMOND JAMES TRUST N.A. 13,540 14,037 3.67 300 304 1.33
2018-07-19 13F-HR Legacy Advisors, Llc 1,165 26
2018-07-31 13F-HR Crossmark Global Holdings, Inc. 302,194 239,699 -20.68 6,703 5,197 -22.47
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 114,140 101,847 -10.77 2,532 2,242 -11.45
2018-05-04 13F-HR Financial Gravity Companies, Inc. 207 129 -37.68 5 3 -40.00
2017-08-15 13F-HR 1st Global Advisors, Inc. 12,101 11,784 -2.62 323 276 -14.55
2018-07-17 13F-HR Legacy Financial Advisors, Inc. 692 0 -100.00 15 0 -100.00
2018-08-14 13F-HR HighTower Advisors, LLC 109,636 126,528 15.41 2,422 2,731 12.76
2018-07-18 13F-HR Cornerstone Advisors, Inc. 715 988 38.18 16 21 31.25
2017-07-06 13F-HR Independent Portfolio Consultants, Inc. 18,736 17,064 -8.92 501 399 -20.36
2018-07-30 13F-HR Atlas Capital Advisors Llc 8,338 183,269
2018-07-25 13F-HR ADVISOR PARTNERS LLC 13,981 17,435 24.70 310 378 21.94
2018-08-13 13F-HR Flinton Capital Management LLC 31,220 31,220 0.00 692 677 -2.17
2018-08-13 13F-HR Glen Harbor Capital Management LLC 17,840 17,840 0.00 396 387 -2.27
2018-08-13 13F-HR Camelot Portfolios, LLC 29,507 30,642 3.85 654 664 1.53
2018-08-15 13F-HR GRIFFIN ASSET MANAGEMENT, INC. 32,501 30,291 -6.80 721 657 -8.88
2018-05-15 13F-HR We Are One Seven, Llc 1,189 1,156 -2.78 29 26 -10.34
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 18,956 10,659 -43.77 420 231 -45.00
2018-08-08 13F-HR US BANCORP \DE\ 35,800 30,184 -15.69 794 654 -17.63
2018-07-19 13F-HR SIT INVESTMENT ASSOCIATES INC 69,750 69,750 0.00 1,547 1,512 -2.26
2018-08-14 13F-HR JP Morgan Chase & Co 2,876 3,745 30.22 63 81 28.57
2017-01-13 13F-HR MetLife Securities, Inc 6,313 18,056 186.01 144 424 194.44
2018-07-13 13F-HR Bogart Wealth, Llc 3,256 3,203 -1.63 73 69 -5.48
2018-08-14 13F-HR Rodgers Brothers Inc. 17,454 26,804 53.57 387 581 50.13
2018-08-14 13F-HR GEODE CAPITAL MANAGEMENT, LLC 34,069 37,106 8.91 755 804 6.49
2018-08-01 13F-HR Connor, Clark & Lunn Investment Management Ltd. 13,300 0 -100.00 295 0 -100.00
2018-07-27 13F-HR/A WHITTIER TRUST CO 2,365 2,100 -11.21 52 46 -11.54
2018-08-13 13F-HR Advisor Group, Inc. 1,900 786 -58.63 43 18 -58.14
2018-08-14 13F-HR Centaurus Financial, Inc. 3 0
2018-08-13 13F-HR IHT Wealth Management, LLC 688 0 -100.00 15 0 -100.00
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,156 0 -100.00 225 0 -100.00
2017-01-23 13F-HR KANALY TRUST CO 759 759 0.00 17 18 5.88

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NZ shares shrug off Synlait slump, join global rally

2018-09-19 nzherald.co.nz
New Zealand shares rose as investors shrugged off a slightly gloomier outlook for Synlait Milk and joined a global rally as the latest bout in the US-China trade war wasn't as harsh as feared.

33 'Safer' Dividend Financial WallStars Fetch 3.6-12.6% Yields For September

2018-09-12 seekingalpha
WallStars are distinguished by positive broker target-price upsides. Top 10 Financial Services 'safer' dividend WallStars, MET, TCRD, PFG, PRU, APO, WBK, DGICA, LAZ, IVZ, & BGCP averaged 25.23% 9/7/18. (9-0)

Yes Bank raises $400 million through syndicated loan facility

2018-09-11 moneycontrol
Private sector lender Yes Bank Tuesday said it has raised $400 million (approx Rs 2,894 crore) through syndicated loan facility, borrowed out of its IFSC Banking Unit (IBU) in Gujarat International Finance Tec City (GIFT). The bank said this amount will be utilised to support the IBU's growing business.

NZ dollar holds near two-year low against pound

2018-09-11 nzherald.co.nz
The New Zealand dollar held near a two-and-a-half-year low on optimism the UK and European Union will reach an amicable split as early as November.

Australia's ANZ raising home loan rates due to higher funding costs

2018-09-06 theedgemarkets
(Sept 6): Australia and New Zealand Banking Group said on Thursday it is raising its home loan interest rates in Australia, after taking note of higher funding costs, its business performance and prevailing market conditions.

NZ dollar holds gains as efforts to soothe Brexit pains calm investors

2018-09-06 nzherald.co.nz
The New Zealand dollar held overnight gains as positive headlines overnight about Brexit negotiations boosted global risk appetite.

Exclusive: Big Australian fund manager divests Commonwealth Bank over misconduct

2018-09-05 reuters
SYDNEY (Reuters) - Wealth manager Perpetual Ltd (PPT.AX) said it has divested Commonwealth Bank of Australia (CBA.AX) from its A$1.3 billion ($933.6 million) ethical fund due to revelations of corporate misconduct, the first big institutional investor to do so.

UPDATE 2-Australia's Westpac fined for bad mortgage system amid bank inquiry

2018-09-04 reuters
* Analysts say financial impact from ASIC fine “immaterial” (Recasts on regulator crackdown, adds shares, analysts)

Australia holds key rate as sliding currency stimulates growth

2018-09-04 theedgemarkets
(Sept 4): Australia kept interest rates at a record low Tuesday, as it has for the past two years, while a currency sliding toward 70 U.S. cents offers the prospect of additional stimulus for the economy.

RBA Meeting: There's A Story To Be Told Here

2018-09-04 seekingalpha
Monday's price action predictably stalled out during the NY session, as liquidity was negatively impacted by the Labor Day holiday in the US. But given the dearth of data or any principal Fed speakers to stir the pot, the sparsely serviced trading desks in New York were content to scan headlines while storm-proofing positions for an exceedingly eventful month ahead.

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