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WhaleWisdom Search Active * Search All * Search 13F Filers Only * Search SEC Filer * Search Stocks Only * Search Mgmt Inv. Cos Only * ETFs Only * Search Active * 13F Data * * Latest 13F Filings * 13F Heat Map * 13F Trend Charts * 13F Stats * Stock 13F Stats * Important Filing Dates and Holidays * * 13F Searching * Excel Add-in * 13F Fund Performance Search * 13F Stock Screener * 13F Sector Search * * 13F Interactive Reports * Dashboard Home * Filer Groups and Reports * Stock Watchlists * WhaleTrader * Backtester * Consensus Holdings * Combined Holdings * Double-Down * Overlap Matrix * Options Search * WhaleIndex 100 v2.0 * Whale Index v2.0 Portfolios * WhaleIndex Mid/Small/Micro v2.0 * Pricing * 13D and More * Fund Targeting Search * Schedule 13D/G By Day * Schedule 13D/G Search * Global Holdings Search * Other SEC Forms * Investment Advisor (Form ADV) Search * Form D Search * N-SAR Search * Mutual Fund (N-CEN) Search * Insider Dashboard * Insider Backtester * Insider Transaction By Day * Insider Transaction Search * * API * Getting Started * Interactive Testing Shell * * Other Tools * Intl. Shorting * Email Alerts * WhaleIndex * WhaleIndex 100 v2.0 * Whale Index v2.0 Portfolios * WhaleIndex Mid/Small/Micro v2.0 * * Other WhaleIndex Strategies * Help * Subscription Pricing * How Can WhaleWisdom Help You? * Backtesting White Paper * Getting Started * Video Tutorials * 13F Investing 101 * FAQ * Whale University * About WhaleWisdom * Analysis and News * WhaleWisdomAlpha * Contact Us Sign up / Login SIGN-IN Login or Email Password Remember me: Sign-in Forgot Your Password? -------------------------------------------------------------------------------- OR SIGN-UP Email Password Confirm Get Free Quarterly 13F Analysis Get the Free Weekly Newsletter Sign-up Cancel LAST 100 13F FILINGS RECEIVED FROM THE SEC Filer Period of Report Date imported into system Stocks in filing State Form FINANCIAL ENHANCEMENT GROUP LLC 12/31/2021 01/28/2022 292 IN 13F-HR BAILEY VALUE LIMITED PARTNERSHIP 12/31/2021 01/28/2022 13 MA 13F-HR BLACKSTONE INC 09/30/2021 01/28/2022 633 NY 13F-HR/A (r) WD RUTHERFORD LLC 12/31/2021 01/28/2022 125 OR 13F-HR WBI INVESTMENTS, INC. 12/31/2021 01/28/2022 224 NJ 13F-HR OTA FINANCIAL GROUP L.P. 12/31/2021 01/28/2022 82 NY 13F-HR MITCHELL CAPITAL MANAGEMENT COMPANY 12/31/2021 01/28/2022 145 KS 13F-HR TUFTON CAPITAL MANAGEMENT 12/31/2021 01/28/2022 132 MD 13F-HR SIMMONS BANK 12/31/2021 01/28/2022 854 AR 13F-HR ELEMENTAL CAPITAL PARTNERS LLC 12/31/2021 01/28/2022 7 CA 13F-HR HIGHLANDER PARTNERS, L.P. 12/31/2021 01/28/2022 26 TX 13F-HR AVANTAX PLANNING PARTNERS, INC. 12/31/2021 01/28/2022 355 IA 13F-HR GRIFFIN ASSET MANAGEMENT, INC. 12/31/2021 01/28/2022 235 NY 13F-HR BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS 12/31/2021 01/28/2022 365 MA 13F-HR POPLAR FOREST CAPITAL LLC 12/31/2021 01/28/2022 52 CA 13F-HR ABSOLUTE CAPITAL MANAGEMENT, LLC 12/31/2021 01/28/2022 546 PA 13F-HR RPG INVESTMENT ADVISORY, LLC 12/31/2021 01/28/2022 93 CA 13F-HR NEW CAPITAL MANAGEMENT LP 12/31/2021 01/28/2022 42 TX 13F-HR MOLONEY SECURITIES ASSET MANAGEMENT, LLC 12/31/2021 01/28/2022 450 MO 13F-HR CISCO SYSTEMS, INC. 12/31/2021 01/28/2022 2 CA 13F-HR CAPITAL PERFORMANCE ADVISORS LLP 12/31/2021 01/28/2022 49 CA 13F-HR WIDMANN FINANCIAL SERVICES, INC. 12/31/2021 01/28/2022 503 MD 13F-HR BECK MACK & OLIVER LLC 12/31/2021 01/28/2022 210 NY 13F-HR GW HENSSLER & ASSOCIATES LTD 12/31/2021 01/28/2022 229 GA 13F-HR WIPFLI FINANCIAL ADVISORS LLC, 12/31/2021 01/28/2022 46 WI 13F-HR EVOLUTION WEALTH ADVISORS, LLC 12/31/2021 01/28/2022 139 FL 13F-HR MADER & SHANNON WEALTH MANAGEMENT, INC. 12/31/2021 01/28/2022 21 MO 13F-HR ARROW FINANCIAL CORP 12/31/2021 01/28/2022 726 NY 13F-HR MIZUHO SECURITIES USA LLC 12/31/2021 01/28/2022 184 NY 13F-HR REIK & COMPANY ., LLC 12/31/2021 01/28/2022 74 NY 13F-HR MIZUHO MARKETS CAYMAN LP 12/31/2021 01/28/2022 113 E9 13F-HR MIZUHO MARKETS AMERICAS LLC 12/31/2021 01/28/2022 50 NY 13F-HR ACCUVEST GLOBAL ADVISORS 12/31/2021 01/28/2022 111 UT 13F-HR SAYBROOK CAPITAL 12/31/2021 01/28/2022 56 NC 13F-HR DUBUQUE BANK & TRUST COMPANY 12/31/2021 01/28/2022 394 IA 13F-HR HERITAGE INVESTORS MANAGEMENT CORP 12/31/2021 01/28/2022 276 MD 13F-HR WHITE PINE INVESTMENT COMPANY 12/31/2021 01/28/2022 58 MI 13F-HR GRACE & WHITE INC 12/31/2021 01/28/2022 157 NY 13F-HR AMERICANA PARTNERS, LLC 12/31/2021 01/28/2022 266 TX 13F-HR AEGON USA INVESTMENT MANAGEMENT, LLC 12/31/2021 01/28/2022 47 IA 13F-HR DE BURLO GROUP INC 12/31/2021 01/28/2022 93 MA 13F-HR MARIETTA WEALTH MANAGEMENT, LLC 12/31/2021 01/28/2022 115 GA 13F-HR MEASURED WEALTH PRIVATE CLIENT GROUP, LLC 12/31/2021 01/28/2022 159 NH 13F-HR TILLAR-WENSTRUP ADVISORS, LLC 12/31/2021 01/28/2022 40 OH 13F-HR MERITAGE PORTFOLIO MANAGEMENT 12/31/2021 01/28/2022 338 KS 13F-HR FARMERS & MERCHANTS TRUST COMPANY OF LONG BEACH 12/31/2021 01/28/2022 292 CA 13F-HR GUIDANCE POINT ADVISORS, LLC 12/31/2021 01/28/2022 89 MA 13F-HR COTTONWOOD CAPITAL ADVISORS, LLC 12/31/2021 01/28/2022 108 UT 13F-HR BERGANKDV WEALTH MANAGEMENT, LLC 12/31/2021 01/28/2022 1088 MN 13F-HR LONG WALK MANAGEMENT LP 12/31/2021 01/28/2022 4 CT 13F-HR RODGERS & ASSOCIATES, LTD 12/31/2021 01/28/2022 93 PA 13F-HR DGS CAPITAL MANAGEMENT, LLC 12/31/2021 01/28/2022 182 NY 13F-HR ZEIT CAPITAL LLC 12/31/2021 01/28/2022 38 CA 13F-HR NATIONAL ASSET MANAGEMENT, INC. 12/31/2021 01/28/2022 1580 FL 13F-HR LSV ASSET MANAGEMENT 12/31/2021 01/28/2022 906 IL 13F-HR GRAYBILL BARTZ & ASSOC LTD 12/31/2021 01/28/2022 53 IL 13F-HR SECURITY NATIONAL BANK 12/31/2021 01/28/2022 110 NE 13F-HR WEATHERLY ASSET MANAGEMENT L. P. 12/31/2021 01/28/2022 200 CA 13F-HR WBH ADVISORY INC 12/31/2021 01/28/2022 307 MD 13F-HR CHICAGO CAPITAL MANAGEMENT, LLC 12/31/2021 01/28/2022 27 IL 13F-HR CONGRESS ASSET MANAGEMENT COMPANY 12/31/2021 01/28/2022 366 MA 13F-HR WAYFINDING FINANCIAL, LLC 12/31/2021 01/28/2022 86 WA 13F-HR FIRST NATIONAL CORP 12/31/2021 01/28/2022 159 MA 13F-HR BROWN UNIVERSITY 12/31/2021 01/28/2022 8 RI 13F-HR ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 12/31/2021 01/28/2022 3833 CA 13F-HR FINANCIAL MANAGEMENT PROFESSIONALS, INC. 12/31/2021 01/28/2022 1011 TX 13F-HR TAYLOR WEALTH MANAGEMENT PARTNERS 12/31/2021 01/28/2022 64 MA 13F-HR CLARIS ADVISORS, LLC / MO / 12/31/2021 01/28/2022 51 MO 13F-HR OCTAVIA WEALTH ADVISORS, LLC 12/31/2021 01/28/2022 191 OH 13F-HR DAVIDSON INVESTMENT ADVISORS 12/31/2021 01/28/2022 102 MT 13F-HR GREENWICH WEALTH MANAGEMENT LLC 12/31/2021 01/28/2022 246 CT 13F-HR ARCUS CAPITAL PARTNERS, LLC 12/31/2021 01/28/2022 111 GA 13F-HR KENDALL CAPITAL MANAGEMENT 12/31/2021 01/28/2022 164 MD 13F-HR ALTRAVUE CAPITAL, LLC 12/31/2021 01/28/2022 66 WA 13F-HR VELANNE ASSET MANAGEMENT LTD 12/31/2021 01/28/2022 1 X0 13F-HR ARGI INVESTMENT SERVICES, LLC 12/31/2021 01/28/2022 438 KY 13F-HR TEN CAPITAL WEALTH ADVISORS, LLC 12/31/2021 01/28/2022 494 WA 13F-HR LVZ, INC. 12/31/2021 01/28/2022 107 MI 13F-HR DEARBORN PARTNERS LLC 12/31/2021 01/28/2022 301 IL 13F-HR SL ADVISORS, LLC 12/31/2021 01/28/2022 47 NJ 13F-HR STABLEFORD CAPITAL II LLC 12/31/2021 01/28/2022 122 AZ 13F-HR ARK INVESTMENT MANAGEMENT LLC 12/31/2021 01/28/2022 368 FL 13F-HR MIDWEST HERITAGE BANK, FSB 12/31/2021 01/28/2022 55 IA 13F-HR UNIVERSITY OF MARYLAND FOUNDATION, INC. 12/31/2021 01/28/2022 5 MD 13F-HR ROUBAIX CAPITAL, LLC 12/31/2021 01/28/2022 42 CO 13F-HR ESSEX LLC 12/31/2021 01/28/2022 172 IL 13F-HR DAVIDSON TRUST COMPANY 12/31/2021 01/28/2022 199 WA 13F-HR CHARTER TRUST COMPANY 12/31/2021 01/28/2022 240 NH 13F-HR FIRST INTERSTATE BANK 12/31/2021 01/28/2022 193 MT 13F-HR SIENA CAPITAL PARTNERS GP, LLC 12/31/2021 01/28/2022 111 IL 13F-HR PGGM INVESTMENTS 12/31/2021 01/28/2022 366 P7 13F-HR BAR HARBOR TRUST SERVICES 12/31/2021 01/28/2022 132 ME 13F-HR SCHUBERT & COMPANY 12/31/2021 01/28/2022 1400 TX 13F-HR SUNCOAST EQUITY MANAGEMENT 12/31/2021 01/28/2022 56 FL 13F-HR COSTELLO ASSET MANAGEMENT, INC 12/31/2021 01/28/2022 241 PA 13F-HR MARATHON ASSET MGMT LTD 12/31/2021 01/28/2022 86 X0 13F-HR HAMILTON LANE ADVISORS LLC 12/31/2021 01/28/2022 87 PA 13F-HR PROFFITT & GOODSON INC 12/31/2021 01/28/2022 254 TN 13F-HR CONRAD SIEGEL INVESTMENT ADVISORS, INC. 12/31/2021 01/28/2022 30 PA 13F-HR BELLWETHER ADVISORS, LLC 12/31/2021 01/28/2022 589 NE 13F-HR 13F Filings for the September 31st, 2021 Quarter are due February 14th, 2022 1,545 filings already imported! CHECK OUT OUR REPORTING AND ANALYSIS * Hedge Funds Were Buying Activision Ahead of Microsoft’s Acquisition Announcement 01/24/2022 * Charter Shows Decline in Growth, But Future Seems Bright 01/17/2022 * TransDigm Underperforms Despite Growth 01/10/2022 * Okta Faces Slower Growth 01/03/2022 * Here are the 10 most popular hedge fund managers in WhaleWisdom. Investors react to every move they make. via whalewisdomalpha 03/26/2021 * Long-time Wayfair insider bought $13.6M of W on the open market. Growth to continue post-pandemic? via whalewisdomalpha 03/09/2021 * Hedge fund XN was one of 2020's largest new funds. Gaurav Kapadia is off to an impressive start. via whalewisdomalpha 03/05/2021 * While investors party like its 1999, Insiders are selling stock like there's no tomorrow. Is a crash imminent? via whalewisdomalpha 02/23/2021 NEW 13F FILERS STEPHENS GROUP, LLC NATIONAL BANK OF CANADA LEWIS CAPITAL MANAGEMENT, LLC NOVA R WEALTH, INC. CLEAR STREET LLC SKORPIOS TRUST IYO BANK, LTD. WAVELENGTH CAPITAL MANAGEMENT, LLC ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC CRESTMONT PRIVATE WEALTH LLC IMPACTFOLIO, LLC LAKE HILLS WEALTH MANAGEMENT, LLC PALADIN ADVISORY GROUP, LLC ALFRETON CAPITAL LLP MCALISTER, SWEET & ASSOCIATES, INC. ADVANCE CAPITAL MANAGEMENT, INC. WEDMONT PRIVATE CAPITAL EPIC TRUST INVESTMENT ADVISORS, LLC CENTERED WEALTH LLC DBA MILLER EQUITY CAPITAL ADVISORS BROMFIELD SNEIDER WEALTH ADVISORS WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC VIRGINIA WEALTH MANAGEMENT GROUP, INC. DENTGROUP LLC LRT CAPITAL MANAGEMENT, LLC DOPKINS WEALTH MANAGEMENT, LLC EVERGREEN WEALTH SOLUTIONS, LLC ATLANTIC PRIVATE WEALTH, LLC LATTICE CAPITAL MANAGEMENT, LLC GUARDIAN FINANCIAL PARTNERS, LLC TKG ADVISORS, LLC DBK FINANCIAL COUNSEL, LLC KOLINSKY WEALTH MANAGEMENT, LLC AGINCOURT CAPITAL MANAGEMENT, LLC LEVEL FINANCIAL ADVISORS, INC. SPRING CAPITAL MANAGEMENT, LLC ARDENT CAPITAL MANAGEMENT, INC. MELONE PRIVATE WEALTH, LLC TAYLOR & MORGAN WEALTH MANAGEMENT, LLC WICK CAPITAL PARTNERS, LLC AGATE PASS INVESTMENT MANAGEMENT, LLC CHARLES CARROLL FINANCIAL PARTNERS, LLC J2 CAPITAL MANAGEMENT INC NORTHLAND CAPITAL MANAGEMENT LLC LONG RUN WEALTH ADVISORS, LLC LINKER CAPITAL MANAGEMENT INC. CASSADAY & COMPANY INC. AMH EQUITY LTD BREWSTER FINANCIAL PLANNING LLC SAGE PARTNERS LTD SURIENCE PRIVATE WEALTH LLC OAK THISTLE LLC COLUMBIA ADVISORY PARTNERS LLC REUTER JAMES WEALTH MANAGEMENT, LLC HEIRLOOM WEALTH MANAGEMENT AUSTIN ASSET MANAGEMENT COMPANY INC SCOTT CAPITAL ADVISORS, LLC SHEARWATER CAPITAL LLC S.C. FINANCIAL SERVICES, INC. ANDREW HILL INVESTMENT ADVISORS, INC. HELEN STEPHENS GROUP, LLC INDEX FUND ADVISORS, INC. CONSILIUM WEALTH ADVISORY, LLC STRAIGHT PATH WEALTH MANAGEMENT SHELTON WEALTH MANAGEMENT, LLC ACCOMPLICE ASSOCIATES II, LLC MAXI INVESTMENTS CY LTD LEEWARD FINANCIAL PARTNERS, LLC BUTTONWOOD FINANCIAL ADVISORS INC. BRIGGS ADVISORY GROUP, INC. LANDMARK WEALTH MANAGEMENT, LLC SHANKERVALLEAU WEALTH ADVISORS, INC. VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. INTEGRAL INVESTMENT ADVISORS, INC. HOLLAND ADVISORY SERVICES, INC. HIGHVIEW CAPITAL MANAGEMENT LLC AMPLIUS WEALTH ADVISORS, LLC CONRAD SIEGEL INVESTMENT ADVISORS, INC. SCHUBERT & COMPANY MIDWEST HERITAGE BANK, FSB CLARIS ADVISORS, LLC / MO / WAYFINDING FINANCIAL, LLC DGS CAPITAL MANAGEMENT, LLC COTTONWOOD CAPITAL ADVISORS, LLC WIDMANN FINANCIAL SERVICES, INC. CAPITAL PERFORMANCE ADVISORS LLP ABSOLUTE CAPITAL MANAGEMENT, LLC HIGHLANDER PARTNERS, L.P. 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