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McCormick & Company Voting
MKC.V

Overview Fund Activity

53 hedge funds and large institutions have $107M invested in McCormick & Company Voting in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CIBC World Markets
New York
$2.56M
2
UBS Group
UBS Group
Switzerland
$471K
3
Morgan Stanley
Morgan Stanley
New York
$2.72M
4
CAS
Coppell Advisory Solutions
Texas
$59.7K
5
DP
Dearborn Partners
Illinois
$44.3M

Top Sellers

1
WP
WMS Partners
Maryland
$3.65M
2
FC
Financial Consulate
Maryland
$0
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
4
DADC
D.A. Davidson & Co
Montana
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$471K +$311K +3,592 +194%
LPL Financial
27
LPL Financial
California
$425K -$37.7K -435 -8%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$417K – – –
Bank of America
29
Bank of America
North Carolina
$398K – – –
RG
30
Rathbones Group
United Kingdom
$390K -$8.66K -100 -2%
GI
31
GAMCO Investors
Connecticut
$390K – – –
TBA
32
Tower Bridge Advisors
Pennsylvania
$346K – – –
VCA
33
Verdence Capital Advisors
Maryland
$290K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$283K – – –
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$260K – – –
KAS
36
Kestra Advisory Services
Texas
$249K +$1.13K +13 +0.5%
FTDI
37
First Trust Direct Indexing
Massachusetts
$244K +$8.31K +96 +4%
CAM
38
Cresset Asset Management
Illinois
$232K – – –
DWA
39
Delos Wealth Advisors
Texas
$218K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$171K – – –
William Blair & Company
41
William Blair & Company
Illinois
$168K – – –
Wells Fargo
42
Wells Fargo
California
$113K -$43.2K -499 -28%
CAS
43
Coppell Advisory Solutions
Texas
$59.7K +$59.7K +660 New
NA
44
NewEdge Advisors
Louisiana
$37.2K +$173 +2 +0.5%
BFPW
45
BOK Financial Private Wealth
Colorado
$35.4K +$35.4K +409 New
WT
46
Whittier Trust
California
$34.6K – – –
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$29.2K +$29.2K +337 New
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$27.5K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$22.1K -$2.51K -29 -10%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$21.1K – – –
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