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Northern Trust
NTRS

Overview Fund Activity

659 hedge funds and large institutions have $12.7B invested in Northern Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 225 increasing their positions, 228 reducing their positions, and 70 closing their positions.

Holders
659
Holders Change
–
Holders Change %
0%
% of All Funds
10.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
71
Increased
225
Reduced
228
Closed
70
Calls
$40.7M
Puts
$26.3M
Net Calls
+$14.4M
Net Calls Change
+$3.89M

Top Buyers

1
NI
1
Nuance Investments
Missouri
$292M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$152M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$364M
4
BTW
4
Boston Trust Walden
Massachusetts
$96.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$373M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$217M
2
Goldman Sachs
2
Goldman Sachs
New York
$310M
3
Bank of America
3
Bank of America
North Carolina
$42.4M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$339M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
626
Sutton Wealth Advisors
Florida
$2.89K +$297 +4 +11%
MCM
627
Manchester Capital Management
Vermont
$2.82K +$222 +3 +9%
TFM
628
TFC Financial Management
Massachusetts
$2.67K +$2.67K +36 New
AF
629
Advisornet Financial
Minnesota
$2.6K +$1.04K +14 +67%
AWM
630
Abound Wealth Management
Tennessee
$2.52K – – –
MA
631
MCF Advisors
Kentucky
$2.08K – – –
BG
632
Bollard Group
Massachusetts
$2K +$2K +30 New
CTWM
633
Cherry Tree Wealth Management
Minnesota
$1.93K +$1.93K +26 New
NIC
634
Northwest Investment Counselors
Oregon
$1.85K – – –
BCM
635
Bourgeon Capital Management
Connecticut
$1.85K – – –
SSB
636
Sandy Spring Bank
Maryland
$1.71K +$1.71K +23 New
CWC
637
Carolinas Wealth Consulting
North Carolina
$1.57K +$824 +11 +110%
SIC
638
SJS Investment Consulting
Ohio
$1.56K -$519 -7 -25%
BIA
639
Bell Investment Advisors
California
$1.56K -$222 -3 -13%
BCMLT
640
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.56K +$1.56K +21 New
DI
641
Disciplined Investments
Oklahoma
$1.26K -$74 -1 -6%
WWM
642
Wolff Wiese Magana
California
$1.11K +$1.11K +15 New
FBC
643
Fairfield, Bush & Co
Connecticut
$1.04K +$1.04K +14 New
AW
644
Avion Wealth
Texas
$1K – – –
TFA
645
Transamerica Financial Advisors
Florida
$1K – – –
CA
646
Centerpoint Advisors
Massachusetts
$1K – – –
SIA
647
SkyView Investment Advisors
New Jersey
$1K +$571 +4 +133%
VF
648
VitalStone Financial
Texas
$1K +$1K +14 New
GWM
649
Geneos Wealth Management
Colorado
$964 +$964 +13 New
AAP
650
Arax Advisory Partners
Colorado
$890 -$2.23K -30 -71%
24 25
26
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