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Northern Trust

674 hedge funds and large institutions have $14.8B invested in Northern Trust in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 240 increasing their positions, 229 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
9.77%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
73
Increased
240
Reduced
229
Closed
60
Calls
$84.2M
Puts
$41.9M
Net Calls
+$42.4M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
626
Valley National Advisers
Pennsylvania
$8K -$421 -5 -5%
JWA
627
JFS Wealth Advisors
Pennsylvania
$7.65K -$534 -6 -7%
LCM
628
Logan Capital Management
Pennsylvania
$7.56K
GRP
629
Global Retirement Partners
California
$7.47K +$1.16K +13 +18%
MCM
630
Manchester Capital Management
Vermont
$7.38K +$2.31K +26 +46%
IRC
631
Investors Research Corp
Georgia
$7.2K
AAP
632
Arax Advisory Partners
Colorado
$7.18K +$89 +1 +1%
HCP
633
Hexagon Capital Partners
Arkansas
$6.67K -$3.29K -37 -33%
MA
634
MCF Advisors
Kentucky
$6.64K +$6.64K +74 New
SWM
635
Spire Wealth Management
Virginia
$6.57K +$3.46K +39 +111%
RTL
636
Red Tortoise LLC
Georgia
$5.6K +$5.6K +63 New
BIA
637
Bell Investment Advisors
California
$5.51K
HIA
638
Harbor Investment Advisory
Maryland
$5.34K
BWL
639
Bogart Wealth LLC
Virginia
$5.34K
CB
640
Centennial Bank
Arkansas
$5.34K
AGWCA
641
Annis Gardner Whiting Capital Advisors
Florida
$5.31K -$2.7K -30 -34%
FWM
642
FSA Wealth Management
Massachusetts
$4.98K
PWMG
643
Prestige Wealth Management Group
New Jersey
$4.57K
OP
644
ORG Partners
Indiana
$4.25K -$3.1K -35 -42%
GWM
645
Geneos Wealth Management
Colorado
$3.82K +$889 +10 +30%
SC
646
SouthState Corp
Florida
$3.82K +$3.82K +43 New
AWM
647
Abound Wealth Management
Tennessee
$3.02K
GI
648
Gradient Investments
Minnesota
$2.67K -$534 -6 -17%
CTWM
649
Cherry Tree Wealth Management
Minnesota
$2.31K
SIC
650
SJS Investment Consulting
Ohio
$2.22K +$267 +3 +14%