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Northern Trust

681 hedge funds and large institutions have $16.7B invested in Northern Trust in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 241 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+9
Holders Change %
+1.34%
% of All Funds
11.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
84
Increased
219
Reduced
241
Closed
63
Calls
$26.4M
Puts
$10.3M
Net Calls
+$16.2M
Net Calls Change
-$5.85M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
651
Mark Sheptoff Financial Planning
Connecticut
$3K
MA
652
MCF Advisors
Kentucky
$3K
GWSG
653
GPS Wealth Strategies Group
Colorado
$3K
GI
654
Gradient Investments
Minnesota
$3K +$3K +27 New
TWP
655
TFO Wealth Partners
Ohio
$3K +$3K +30 New
EBA
656
Eagle Bay Advisors
New York
$2.41K +$2.41K +25 New
DI
657
Disciplined Investments
Oklahoma
$2K -$375 -3 -16%
Loomis, Sayles & Company
658
Loomis, Sayles & Company
Massachusetts
$2K
BCM
659
Bourgeon Capital Management
Connecticut
$2K
KFP
660
KB Financial Partners
New Jersey
$2K
CI Investments Inc
661
CI Investments Inc
Ontario, Canada
$2K
CAL
662
Capital Advisors Ltd
Ohio
$2K +$2K +16 New
VWM
663
Valley Wealth Managers
New Jersey
$2K +$2K +22 New
FMP
664
Financial Management Professionals
Texas
$1K -$857 -12 -46%
JWM
665
Janiczek Wealth Management
Colorado
$1K
TFA
666
Toth Financial Advisory
Virginia
$1K
S
667
Surevest
California
$1K
CWC
668
Carolinas Wealth Consulting
North Carolina
$1K
TFA
669
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
TH
670
TCTC Holdings
Texas
$1K +$500 +3 +100%
OLVIG
671
Oliver Lagore Vanvalin Investment Group
Michigan
$1K +$1K +7 New
CHA
672
Carmichael Hill & Associates
Maryland
$1K +$1K +8 New
AW
673
Avion Wealth
Texas
$1K +$1K +14 New
GAG
674
Goodman Advisory Group
Massachusetts
$1K +$1K +14 New
EWA
675
EverSource Wealth Advisors
Alabama
$1K +$1K +14 New