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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$4.14M +$909K +55,473 +28%
ECA
27
Endeavour Capital Advisors
Connecticut
$3.92M – – –
SCM
28
SOL Capital Management
Maryland
$3.91M -$485K -29,600 -11%
MTB
29
Mizuho Trust & Banking
Japan
$3.86M – – –
RA
30
Royce & Associates
New York
$2.96M – – –
IG
31
ING Group
Netherlands
$2.79M -$874K -53,324 -24%
CS
32
Credit Suisse
Switzerland
$2.77M +$1.69M +103,268 +153%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$2.71M +$1.44M +87,600 +110%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$2.65M +$415K +25,333 +18%
Legal & General Group
35
Legal & General Group
United Kingdom
$2.59M -$45.7K -2,791 -2%
UCFA
36
United Capital Financial Advisors
Texas
$2.26M +$131K +8,000 +6%
TYCC
37
Texas Yale Capital Corp
Florida
$1.88M – – –
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.84M -$52.4K -3,200 -3%
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$1.61M – – –
CG
40
Clinton Group
New York
$1.23M +$546K +33,339 +78%
MVP
41
Miller Value Partners
Florida
$1.14M – – –
PWM
42
Perigon Wealth Management
California
$992K +$1M +61,138 New
PWP
43
Private Wealth Partners
California
$969K +$6.55K +400 +0.7%
Stifel Financial
44
Stifel Financial
Missouri
$791K +$260K +15,852 +48%
LPL Financial
45
LPL Financial
California
$764K -$965K -58,909 -55%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$683K -$93.1K -5,682 -12%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$650K -$385K -23,494 -37%
WT
48
Whittier Trust
California
$636K +$7.78K +475 +1%
RJA
49
Raymond James & Associates
Florida
$631K -$403K -24,571 -39%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$628K +$40.6K +2,476 +7%