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Northern Trust

638 hedge funds and large institutions have $11.7B invested in Northern Trust in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 252 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-22
Holders Change %
-3.33%
% of All Funds
10.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
53
Increased
219
Reduced
252
Closed
66
Calls
$53.2M
Puts
$39.5M
Net Calls
+$13.8M
Net Calls Change
-$626K
Name Holding Trade Value Shares
Change
Shares
Change %
CB
601
Centennial Bank
Arkansas
$4.17K
SWM
602
Spire Wealth Management
Virginia
$3.6K -$15.6K -225 -81%
EWA
603
EverSource Wealth Advisors
Alabama
$3.54K +$695 +10 +24%
VNA
604
Valley National Advisers
Pennsylvania
$3K +$3K +40 New
MCM
605
Manchester Capital Management
Vermont
$2.78K +$139 +2 +5%
MHR
606
Matthew Hamilton Rosenberg
$2.78K
BIA
607
Bell Investment Advisors
California
$2.71K +$1.25K +18 +86%
TFM
608
TFC Financial Management
Massachusetts
$2.5K
GI
609
Gradient Investments
Minnesota
$2.5K -$1.18K -17 -32%
AWM
610
Abound Wealth Management
Tennessee
$2.36K
BG
611
Bollard Group
Massachusetts
$2K
MA
612
MCF Advisors
Kentucky
$1.95K
CTWM
613
Cherry Tree Wealth Management
Minnesota
$1.81K
BCM
614
Bourgeon Capital Management
Connecticut
$1.74K
NIC
615
Northwest Investment Counselors
Oregon
$1.74K
GWM
616
Geneos Wealth Management
Colorado
$1.74K +$834 +12 +92%
BCMLT
617
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.56K
VWM
618
Venturi Wealth Management
Texas
$1.53K +$1.25K +18 +450%
JWA
619
JFS Wealth Advisors
Pennsylvania
$1.46K -$2.99K -43 -67%
SIC
620
SJS Investment Consulting
Ohio
$1.32K -$139 -2 -10%
EBA
621
Eagle Bay Advisors
New York
$1.32K +$1.32K +19 New
FCA
622
FinTrust Capital Advisors
South Carolina
$1.11K -$1.18K -17 -52%
RCM
623
Raleigh Capital Management
North Carolina
$1K +$1K +14 New
TFA
624
Transamerica Financial Advisors
Florida
$1K
CA
625
Centerpoint Advisors
Massachusetts
$1K