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Advisors Capital Management’s Thomson Reuters TRI Stock Holding History

Advisors Capital Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,198
Closed -$245K – 555
2025
Q2 		$245K Sell
1,198
-33
-3% -$6.28K ﹤0.01% 472
2025
Q1 		$216K Buy
+1,231
New +$213K ﹤0.01% 489
2024
Q4 		– Sell
-1,190
Closed -$206K – 528
2024
Q3 		$206K Sell
1,190
-635
-35% -$107K ﹤0.01% 481
2024
Q2 		$313K Buy
1,825
+25
+1% +$4.14K 0.01% 413
2024
Q1 		$285K Sell
1,800
-283
-14% -$44K 0.01% 421
2023
Q4 		$309K Buy
2,083
+411
+25% +$55.5K 0.01% 399
2023
Q3 		$208K Hold
1,672
– – 0.01% 389
2023
Q2 		$229K Buy
1,672
+2
+0.1% +$268 0.01% 397
2023
Q1 		$229K Hold
1,670
– – 0.01% 401
2022
Q4 		$201K Sell
1,670
-1,358
-45% -$157K 0.01% 429
2022
Q3 		$348K Buy
+3,028
New +$351K 0.01% 369

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
SFC
SEG Family Corp Toronto $225M AUM 47.92% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return