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McCormick & Company Voting
MKC.V

Overview Fund Activity

53 hedge funds and large institutions have $97.6M invested in McCormick & Company Voting in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CIBC World Markets
New York
+$2.4M
2
BCM
Brookstone Capital Management
Illinois
+$311K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$123K
4
KAS
Kestra Advisory Services
Texas
+$1.03K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$788

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$308K
2
FTDI
First Trust Direct Indexing
Massachusetts
-$244K
3
DP
Dearborn Partners
Illinois
-$111K
4
Wells Fargo
Wells Fargo
California
-$71.1K
5
CG
Colony Group
Massachusetts
-$63.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
1
Dearborn Partners
Illinois
$38.3M -$111K -1,469 -0.3%
Brown Advisory
2
Brown Advisory
Maryland
$14.9M – – –
CG
3
Colony Group
Massachusetts
$11.7M -$63.1K -800 -0.5%
CWM
4
CIBC World Markets
New York
$4.62M +$2.4M +31,670 +108%
WP
5
WMS Partners
Maryland
$3.31M -$14.7K -186 -0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.99M -$14.8K -188 -0.5%
Morgan Stanley
7
Morgan Stanley
New York
$2.47M -$473 -6 -0%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.36M – – –
LNC
9
Lincoln National Corp
Pennsylvania
$2.04M – – –
GF
10
Gabelli Funds
New York
$1.03M – – –
IIM
11
Ipswich Investment Management
Massachusetts
$949K -$10.3K -130 -1%
BCM
12
Brookstone Capital Management
Illinois
$895K +$311K +5,064 +53%
Cerity Partners
13
Cerity Partners
New York
$789K -$4.02K -51 -0.5%
GI
14
Gradient Investments
Minnesota
$743K – – –
OPS
15
Orion Portfolio Solutions
Nebraska
$708K – – –
BCI
16
Brinker Capital Investments
Pennsylvania
$708K – – –
WA
17
WBH Advisory
Maryland
$671K – – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$611K +$788 +10 +0.1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$555K -$13.4K -170 -2%
Truist Financial
20
Truist Financial
North Carolina
$530K – – –
RJA
21
Raymond James & Associates
Florida
$523K -$15.8K -200 -3%
SC
22
Scotia Capital
Ontario, Canada
$513K – – –
WANY
23
Wealthspire Advisors (New York)
New York
$495K – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$440K -$8.6K -109 -2%
WJA
25
Willis Johnson & Associates
Texas
$431K – – –
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