Trustmark Ownership 2024 | Who Owns Trustmark Now?
Institutional Ownership
17.51%
Insider Ownership
8.73%
Retail Ownership
73.75%
Institutional Holders
100.00
Trustmark Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 14.42% | 0.01% | 8,817,124 | -166,359 | -1.85% | 264,866,406 | Jun 30, 2024 |
VANGUARD GROUP INC | 10.90% | 0.00% | 6,660,679 | -42,588 | -0.64% | 200,086,797 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 6.63% | 0.03% | 4,050,787 | 64,334 | 1.61% | 121,683,373 | Jun 30, 2024 |
EARNEST PARTNERS LLC | 5.63% | 0.48% | 3,442,019 | 102,268 | 3.06% | 103,398,251 | Jun 30, 2024 |
STATE STREET CORP | 5.02% | 0.00% | 3,066,538 | 75,132 | 2.51% | 92,118,802,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.37% | 0.00% | 1,445,918 | 42,863 | 3.06% | 43,443,713 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.67% | 0.01% | 1,023,463 | 130,726 | 14.64% | 30,744,829 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.61% | 0.02% | 986,322 | 199,245 | 25.31% | 29,629,113 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.48% | 0.01% | 906,838 | -9,102 | -0.99% | 27,241,414 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.26% | 0.00% | 771,917 | -17,936 | -2.27% | 23,188,386,000 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.12% | 0.00% | 685,875 | 2,714 | 0.40% | 20,603,691 | Jun 30, 2024 |
MORGAN STANLEY | 1.12% | 0.00% | 682,670 | 23,299 | 3.53% | 20,507,429 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 1.06% | 0.11% | 649,478 | 47,723 | 7.93% | 19,510,319 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.92% | 0.01% | 560,980 | -15,077 | -2.62% | 16,851,840,000 | Jun 30, 2024 |
NEWPORT TRUST CO | 0.89% | 0.04% | 546,409 | -27,842 | -4.85% | 16,414,156 | Jun 30, 2024 |
INVESCO LTD. | 0.73% | 0.00% | 443,544 | 185,664 | 72.00% | 13,324,061 | Jun 30, 2024 |
FISHER ASSET MANAGEMENT, LLC | 0.67% | 0.01% | 412,563 | 5,990 | 1.47% | 12,393,392 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.65% | 0.28% | 396,719 | 14,040 | 3.67% | 11,917,439 | Jun 30, 2024 |
STIEVEN CAPITAL ADVISORS, L.P. | 0.57% | 2.31% | 346,807 | -156,193 | -31.05% | 10,418,082 | Jun 30, 2024 |
FEDERATED HERMES, INC. | 0.54% | 0.02% | 329,281 | 45 | 0.01% | 9,891,601,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
STIEVEN CAPITAL ADVISORS, L.P. | 0.57% | 2.31% | 346,807 | -156,193 | -31.05% | 10,418,082 | Jun 30, 2024 |
ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.10% | 1.62% | 62,133 | 62,133 | 100.00% | 1,866,475 | Jun 30, 2024 |
IGNITE PLANNERS, LLC | 0.23% | 1.00% | 140,159 | - | - | 4,115,068 | Jun 30, 2024 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | 0.23% | 0.70% | 139,788 | 139,788 | 100.00% | 4,199,000 | Jun 30, 2024 |
MALTESE CAPITAL MANAGEMENT LLC | 0.18% | 0.61% | 110,600 | 46,300 | 72.01% | 3,322,424 | Jun 30, 2024 |
BALLEW ADVISORS, INC | 0.04% | 0.57% | 26,821 | -979 | -3.52% | 864,968 | Jun 30, 2024 |
EARNEST PARTNERS LLC | 5.63% | 0.48% | 3,442,019 | 102,268 | 3.06% | 103,398,251 | Jun 30, 2024 |
JACKSON CREEK INVESTMENT ADVISORS LLC | 0.06% | 0.40% | 36,756 | -60 | -0.16% | 1,104,000 | Jun 30, 2024 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 0.25% | 0.37% | 154,134 | 17,990 | 13.21% | 4,630,184 | Jun 30, 2024 |
WAKEFIELD ASSET MANAGEMENT LLLP | 0.05% | 0.35% | 33,306 | -466 | -1.38% | 1,000,513 | Jun 30, 2024 |
MAGNOLIA CAPITAL ADVISORS LLC | 0.06% | 0.34% | 35,975 | 35,975 | 100.00% | 1,080,679 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.65% | 0.28% | 396,719 | 14,040 | 3.67% | 11,917,439 | Jun 30, 2024 |
VELA INVESTMENT MANAGEMENT, LLC | 0.05% | 0.28% | 29,537 | -5,500 | -15.70% | 887,291 | Jun 30, 2024 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 0.01% | 0.23% | 8,882 | 750 | 9.22% | 266,815 | Jun 30, 2024 |
OLYMPIAD RESEARCH LP | 0.01% | 0.17% | 7,857 | -1,450 | -15.58% | 236,024 | Jun 30, 2024 |
MQS MANAGEMENT LLC | 0.02% | 0.17% | 9,224 | 9,224 | 100.00% | 277,089 | Jun 30, 2024 |
RESOLUTE WEALTH STRATEGIES, LLC | 0.02% | 0.17% | 9,632 | -137 | -1.40% | 289,352 | Jun 30, 2024 |
SUNBURST FINANCIAL GROUP, LLC | 0.03% | 0.17% | 20,244 | - | - | 608,130 | Jun 30, 2024 |
ELEMENT WEALTH, LLC | 0.01% | 0.15% | 9,041 | 9,041 | 100.00% | 271,604 | Jun 30, 2024 |
SMITH SHELLNUT WILSON LLC /ADV | 0.02% | 0.14% | 9,565 | 9,565 | 100.00% | 287,333 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.47% | 0.00% | 290,249 | 290,249 | 100.00% | 8,719,080 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.61% | 0.02% | 986,322 | 199,245 | 25.31% | 29,629,113 | Jun 30, 2024 |
INVESCO LTD. | 0.73% | 0.00% | 443,544 | 185,664 | 72.00% | 13,324,061 | Jun 30, 2024 |
HANSON & DOREMUS INVESTMENT MANAGEMENT | 0.23% | 0.70% | 139,788 | 139,788 | 100.00% | 4,199,000 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.67% | 0.01% | 1,023,463 | 130,726 | 14.64% | 30,744,829 | Jun 30, 2024 |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.18% | 0.02% | 107,201 | 107,201 | 100.00% | 3,220,318 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.53% | 0.01% | 324,672 | 102,515 | 46.15% | 9,753,000 | Jun 30, 2024 |
EARNEST PARTNERS LLC | 5.63% | 0.48% | 3,442,019 | 102,268 | 3.06% | 103,398,251 | Jun 30, 2024 |
STATE STREET CORP | 5.02% | 0.00% | 3,066,538 | 75,132 | 2.51% | 92,118,802,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 6.63% | 0.03% | 4,050,787 | 64,334 | 1.61% | 121,683,373 | Jun 30, 2024 |
ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.10% | 1.62% | 62,133 | 62,133 | 100.00% | 1,866,475 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.25% | 0.10% | 151,124 | 58,495 | 63.15% | 4,539,765 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.18% | 0.00% | 111,767 | 48,013 | 75.31% | 3,357,481 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 1.06% | 0.11% | 649,478 | 47,723 | 7.93% | 19,510,319 | Jun 30, 2024 |
MALTESE CAPITAL MANAGEMENT LLC | 0.18% | 0.61% | 110,600 | 46,300 | 72.01% | 3,322,424 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.07% | 0.00% | 45,662 | 45,662 | 100.00% | 1,371,686 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.37% | 0.00% | 1,445,918 | 42,863 | 3.06% | 43,443,713 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.13% | 0.01% | 77,455 | 39,277 | 102.88% | 2,326,748 | Jun 30, 2024 |
MAGNOLIA CAPITAL ADVISORS LLC | 0.06% | 0.34% | 35,975 | 35,975 | 100.00% | 1,080,679 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 35,314 | 35,314 | 100.00% | 1,060,833 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VICTORY CAPITAL MANAGEMENT INC | 0.05% | 0.00% | 27,718 | -176,764 | -86.44% | 832,649 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -169,311 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | 14.42% | 0.01% | 8,817,124 | -166,359 | -1.85% | 264,866,406 | Jun 30, 2024 |
STIEVEN CAPITAL ADVISORS, L.P. | 0.57% | 2.31% | 346,807 | -156,193 | -31.05% | 10,418,082 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.02% | 0.00% | 10,630 | -94,610 | -89.90% | 320,495 | Jun 30, 2024 |
VANGUARD GROUP INC | 10.90% | 0.00% | 6,660,679 | -42,588 | -0.64% | 200,086,797 | Jun 30, 2024 |
BARCLAYS PLC | 0.09% | 0.00% | 55,964 | -39,504 | -41.38% | 1,681,000 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -32,843 | -100.00% | - | Jun 30, 2024 |
NEWPORT TRUST CO | 0.89% | 0.04% | 546,409 | -27,842 | -4.85% | 16,414,156 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -26,755 | -100.00% | - | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -22,369 | -100.00% | - | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.05% | 0.00% | 32,180 | -21,772 | -40.35% | 950,261 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.02% | 0.00% | 12,290 | -18,272 | -59.79% | 369,192 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.26% | 0.00% | 771,917 | -17,936 | -2.27% | 23,188,386,000 | Jun 30, 2024 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.03% | 0.00% | 17,378 | -17,670 | -50.42% | 522,035 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.92% | 0.01% | 560,980 | -15,077 | -2.62% | 16,851,840,000 | Jun 30, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -13,086 | -100.00% | - | Jun 30, 2024 |
WINTON GROUP LTD | 0.01% | 0.02% | 7,875 | -12,263 | -60.89% | 236,565 | Jun 30, 2024 |
AMUNDI | - | - | - | -10,839 | -100.00% | - | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.31% | 0.00% | 189,921 | -10,265 | -5.13% | 5,705,227 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.47% | 0.00% | 290,249 | 290,249 | 100.00% | 8,719,080 | Jun 30, 2024 |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.18% | 0.02% | 107,201 | 107,201 | 100.00% | 3,220,318 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.07% | 0.00% | 45,662 | 45,662 | 100.00% | 1,371,686 | Jun 30, 2024 |
MAGNOLIA CAPITAL ADVISORS LLC | 0.06% | 0.34% | 35,975 | 35,975 | 100.00% | 1,080,679 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 35,314 | 35,314 | 100.00% | 1,060,833 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 30,913 | 30,913 | 100.00% | 928,627 | Jun 30, 2024 |
SAVANT CAPITAL, LLC | 0.02% | 0.00% | 13,563 | 13,563 | 100.00% | 407,433 | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.02% | 0.01% | 12,930 | 12,930 | 100.00% | 388,417 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 0.00% | 12,417 | 12,417 | 100.00% | 373,007 | Jun 30, 2024 |
NATIXIS ADVISORS, L.P. | 0.02% | 0.00% | 10,963 | 10,963 | 100.00% | 329,000 | Jun 30, 2024 |
SMITH SHELLNUT WILSON LLC /ADV | 0.02% | 0.14% | 9,565 | 9,565 | 100.00% | 287,333 | Jun 30, 2024 |
MQS MANAGEMENT LLC | 0.02% | 0.17% | 9,224 | 9,224 | 100.00% | 277,089 | Jun 30, 2024 |
VERSOR INVESTMENTS LP | 0.02% | 0.05% | 9,200 | 9,200 | 100.00% | 276,368 | Jun 30, 2024 |
CHOREO, LLC | 0.01% | 0.00% | 8,155 | 8,155 | 100.00% | 242,353 | Jun 30, 2024 |
ZWJ INVESTMENT COUNSEL INC | 0.01% | 0.01% | 7,920 | 7,920 | 100.00% | 237,917 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.01% | 0.00% | 7,370 | 7,370 | 100.00% | 221,395 | Jun 30, 2024 |
HIGHTOWER ADVISORS, LLC | 0.01% | 0.00% | 6,894 | 6,894 | 100.00% | 209,000 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.02% | 2,042 | 2,042 | 100.00% | 61,341 | Jun 30, 2024 |
STATE OF WYOMING | 0.00% | 0.01% | 1,345 | 1,345 | 100.00% | 40,404 | Jun 30, 2024 |
PRINCIPAL SECURITIES, INC. | 0.00% | 0.00% | 842 | 842 | 100.00% | 25,294 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 484 | 484 | 100.00% | 14,539 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 469 | 469 | 100.00% | 13,731 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 452 | 452 | 100.00% | 13,579 | Jun 30, 2024 |
RICHARDSON FINANCIAL SERVICES INC. | 0.00% | 0.01% | 275 | 275 | 100.00% | 8,261 | Jun 30, 2024 |
PINNACLE BANCORP, INC. | 0.00% | 0.00% | 93 | 93 | 100.00% | 2,724 | Jun 30, 2024 |
FIFTH THIRD BANCORP | 0.00% | - | 92 | 92 | 100.00% | 2,764 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | 0.00% | 92 | 92 | 100.00% | 2,764 | Jun 30, 2024 |
QUARRY LP | 0.00% | 0.00% | 43 | 43 | 100.00% | 1,292 | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | - | 0.00% | 23 | 23 | 100.00% | 799 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 6 | 6 | 100.00% | 180 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MILLENNIUM MANAGEMENT LLC | - | - | - | -169,311 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -32,843 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -26,755 | -100.00% | - | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -22,369 | -100.00% | - | Jun 30, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -13,086 | -100.00% | - | Jun 30, 2024 |
AMUNDI | - | - | - | -10,839 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -9,587 | -100.00% | - | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -7,370 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -6,706 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -3,894 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,223 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -2,638 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -1,835 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -811 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | - | - | - | -750 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -593 | -100.00% | - | Jun 30, 2024 |
QUEST PARTNERS LLC | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
GENEOS WEALTH MANAGEMENT INC. | - | - | - | -33 | -100.00% | - | Jun 30, 2024 |
- | - | - | -20 | -100.00% | - | Jun 30, 2024 | |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Trustmark Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
COPLEY FUND INC /NV/ | 1.18% | 16,000 | - | - | Nov 30, 2022 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.17% | 11,981 | - | - | Sep 30, 2022 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.15% | 575,591 | - | - | Mar 28, 2024 |
Federated Hermes MDT Series | 0.12% | 298,142 | 221,794 | 290.50% | Jan 31, 2024 |
VELA Funds | 0.10% | 33,895 | 2,789 | 8.97% | Dec 31, 2023 |
BNY MELLON MIDCAP INDEX FUND, INC. | 0.10% | 64,892 | - | - | Apr 30, 2022 |
VANGUARD ADMIRAL FUNDS | 0.09% | 401,546 | 58,353 | 17.00% | Feb 29, 2024 |
Vericimetry Funds | 0.09% | 8,127 | - | - | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.08% | 200,500 | - | - | Mar 28, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.08% | 40,044 | - | - | Mar 31, 2024 |
Federated Hermes Index Trust | 0.06% | 13,374 | - | - | Jan 31, 2024 |
HARBOR FUNDS | 0.06% | 1,329,416 | -117,555 | -8.12% | Jan 31, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.06% | 61,342 | -9,495 | -13.40% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.05% | 30,003 | -743 | -2.42% | Mar 31, 2024 |
Collaborative Investment Series Trust | 0.04% | 5,587 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 81,804 | -8,270 | -9.18% | Jan 31, 2024 |
Ultimus Managers Trust | 0.02% | 230,379 | - | - | Feb 29, 2024 |
SARATOGA ADVANTAGE TRUST | 0.02% | 1,206 | - | - | Feb 29, 2024 |
ROYCE VALUE TRUST, INC. | 0.02% | 13,909 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.02% | 102,208 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,147 | - | - | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.01% | 344,147 | - | - | Jan 31, 2024 |
Natixis Funds Trust IV | 0.01% | 4,147 | - | - | Jan 31, 2024 |
VANGUARD INDEX FUNDS | 0.01% | 4,968,475 | -867,025 | -14.86% | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.01% | 8,692 | 565 | 6.95% | Dec 31, 2023 |
WESMARK FUNDS | 0.01% | 36,126 | - | - | Mar 31, 2024 |
Humankind Benefit Corp | 0.01% | 184 | 14 | 8.24% | Dec 31, 2023 |
IndexIQ ETF Trust | 0.01% | 18,857 | - | - | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.01% | 287,436 | 9,149 | 3.29% | Jan 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.01% | 20,829 | 341 | 1.66% | Feb 29, 2024 |
AMERICAN CENTURY ETF TRUST | 0.01% | 692,222 | 231,019 | 50.09% | Feb 29, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,222 | - | - | Mar 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.01% | 22,150 | - | - | Mar 31, 2024 |
FIDELITY SECURITIES FUND | 0.00% | 400,205 | - | - | Jan 31, 2024 |
EATON VANCE GROWTH TRUST | 0.00% | 47,374 | - | - | Feb 29, 2024 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 50,801 | - | - | Mar 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 21,254 | - | - | Feb 29, 2024 |
FIDELITY CAPITAL TRUST | 0.00% | 41,577 | - | - | Jan 31, 2024 |
Victory Portfolios II | 0.00% | 195,416 | -53,597 | -21.52% | Mar 31, 2024 |
SYNTAX ETF TRUST | 0.00% | 108 | - | - | Mar 31, 2024 |
DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 47,539 | - | - | Jan 31, 2024 |
AdvisorShares Trust | 0.00% | 12,951 | - | - | Mar 28, 2024 |
JNL VARIABLE FUND LLC | 0.00% | 17,676 | -1,885 | -9.64% | Mar 31, 2020 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 29,957 | -1,643 | -5.20% | Mar 31, 2024 |
VANGUARD WHITEHALL FUNDS | 0.00% | 268,624 | -3,945 | -1.45% | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 569,498 | 11,653 | 2.09% | Feb 29, 2024 |
Guggenheim Variable Funds Trust | 0.00% | 10,996 | - | - | Dec 31, 2023 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 2,786,239 | 380,143 | 15.80% | Jan 31, 2024 |
Meeder Funds | 0.00% | 11,900 | - | - | Mar 31, 2024 |
TARGET PORTFOLIO TRUST | 0.00% | 49,000 | - | - | Jan 31, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,301 | 413 | 46.51% | Sep 30, 2020 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 468,590 | -8,513 | -1.78% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 6,050 | - | - | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 983,480 | 72,230 | 7.93% | Jan 31, 2024 |
Voya EQUITY TRUST | 0.00% | 3,210 | - | - | Feb 29, 2024 |
TIMOTHY PLAN | 0.00% | 9,112 | 1,224 | 15.52% | Mar 31, 2024 |
ALPS ETF Trust | 0.00% | 21,309 | - | - | Feb 29, 2024 |
SHELTON FUNDS | 0.00% | 2,844 | -630 | -18.13% | Feb 29, 2024 |
VALIC Co II | 0.00% | 54,700 | -500 | -0.91% | Feb 28, 2021 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 123,745 | 4,804 | 4.04% | Jan 31, 2024 |
STEWARD FUNDS, INC. | 0.00% | 3,420 | - | - | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 35,730 | -2,660 | -6.93% | Mar 31, 2024 |
NORTHERN FUNDS | 0.00% | 155,281 | -40,180 | -20.56% | Mar 28, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 605,133 | 48,838 | 8.78% | Feb 29, 2024 |
Fidelity Commonwealth Trust II | 0.00% | 6,715 | 2,749 | 69.31% | Aug 31, 2023 |
Managed Portfolio Series | 0.00% | 22,311 | - | - | Jan 31, 2024 |
SunAmerica Specialty Series | 0.00% | 520 | - | - | Apr 30, 2021 |
Horizon Funds | 0.00% | 1,911 | - | - | Feb 29, 2024 |
PRUDENTIAL SERIES FUND | 0.00% | 62,683 | -1,850 | -2.87% | Mar 28, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 43,243 | -4,906 | -10.19% | Dec 31, 2023 |
STERLING CAPITAL FUNDS | 0.00% | 16,020 | -1,510 | -8.61% | Mar 28, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 13,852 | - | - | Jan 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 16,843 | 339 | 2.05% | Mar 31, 2024 |
BMO FUNDS, INC. | 0.00% | 29,301 | -3,231 | -9.93% | Nov 30, 2021 |
Catholic Responsible Investments Funds | 0.00% | 27,514 | -304 | -1.09% | Jan 31, 2024 |
PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 21,406 | 13,987 | 188.53% | Mar 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 20,527 | -4,367 | -17.54% | Mar 31, 2024 |
Global X Funds | 0.00% | 27,802 | 1,047 | 3.91% | Jan 31, 2024 |
Lattice Strategies Trust | 0.00% | 950 | -261 | -21.55% | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,838 | -161 | -5.37% | Mar 31, 2024 |
Securian Funds Trust | 0.00% | 5,812 | - | - | Mar 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 387 | -55 | -12.44% | Sep 30, 2023 |
Exchange Listed Funds Trust | 0.00% | 603 | - | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 2,731 | 325 | 13.51% | Mar 31, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 52,980 | -36,132 | -40.55% | Mar 28, 2024 |
Dunham Funds | 0.00% | 31,880 | - | - | Jan 31, 2024 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 18,500 | - | - | Mar 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 101,108 | -3,872 | -3.69% | Feb 29, 2024 |
iSHARES TRUST | 0.00% | 6,823,317 | 167,095 | 2.51% | Mar 31, 2024 |
PRAXIS MUTUAL FUNDS | 0.00% | 4,460 | -7,590 | -62.99% | Dec 31, 2023 |
Direxion Shares ETF Trust | 0.00% | 58,409 | 19,615 | 50.56% | Jan 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 1,035 | - | - | Mar 31, 2024 |
DFA INVESTMENT TRUST CO | 0.00% | 53,239 | - | - | Jan 31, 2024 |
Aspiriant Trust | 0.00% | 3,815 | - | - | Dec 31, 2023 |
SA FUNDS INVESTMENT TRUST | 0.00% | 5,770 | - | - | Mar 31, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 21,197 | - | - | Mar 31, 2024 |
NEW COVENANT FUNDS | 0.00% | 1,410 | - | - | Dec 31, 2023 |
Nushares ETF Trust | 0.00% | 2,178 | - | - | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 3,514 | 246 | 7.53% | Mar 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 87,130 | -6,369 | -6.81% | Feb 29, 2024 |
Trustmark Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 100 | -52.61% |
31 Mar, 24 | 211 | 6.03% |
31 Dec, 23 | 199 | -4.33% |
30 Sep, 23 | 208 | 4.00% |
30 Jun, 23 | 200 | -2.91% |
31 Mar, 23 | 206 | -13.08% |
31 Dec, 22 | 237 | 16.18% |
30 Sep, 22 | 204 | 3.03% |
30 Jun, 22 | 198 | -2.46% |
31 Mar, 22 | 203 | 1.00% |
31 Dec, 21 | 201 | 2.03% |
30 Sep, 21 | 197 | 0.51% |
30 Jun, 21 | 196 | 5.38% |
31 Mar, 21 | 186 | -0.53% |
31 Dec, 20 | 187 | 3.89% |
30 Sep, 20 | 180 | -1.10% |
30 Jun, 20 | 182 | 4.00% |
31 Mar, 20 | 175 | -18.60% |
31 Dec, 19 | 215 | -2.27% |
30 Sep, 19 | 220 | 0.92% |
30 Jun, 19 | 218 | 4.31% |
31 Mar, 19 | 209 | 4.50% |
31 Dec, 18 | 200 | 0.50% |
30 Sep, 18 | 199 | 0.51% |
30 Jun, 18 | 198 | 2.06% |
31 Mar, 18 | 194 | -3.48% |
31 Dec, 17 | 201 | 12.29% |
30 Sep, 17 | 179 | 3.47% |
30 Jun, 17 | 173 | -8.47% |
31 Mar, 17 | 189 | -2.58% |
31 Dec, 16 | 194 | 7.18% |
30 Sep, 16 | 181 | 1.69% |
30 Jun, 16 | 178 | 1.71% |
31 Mar, 16 | 175 | -4.89% |
31 Dec, 15 | 184 | 3.37% |
30 Sep, 15 | 178 | 2.30% |
30 Jun, 15 | 174 | 7.41% |
31 Mar, 15 | 162 | 1.25% |
31 Dec, 14 | 160 | -3.03% |
30 Sep, 14 | 165 | 4.43% |
30 Jun, 14 | 158 | 1.28% |
31 Mar, 14 | 156 | 1.30% |
31 Dec, 13 | 154 | 4.05% |
30 Sep, 13 | 148 | 5.71% |
30 Jun, 13 | 140 | 137.29% |
31 Mar, 13 | 59 | 7.27% |
31 Dec, 12 | 55 | -3.51% |
30 Sep, 12 | 57 | -9.52% |
30 Jun, 12 | 63 | 8.62% |
31 Mar, 12 | 58 | -3.33% |
31 Dec, 11 | 60 | - |
30 Sep, 11 | 60 | 7.14% |
30 Jun, 11 | 56 | -1.75% |
31 Mar, 11 | 57 | 14.00% |
31 Dec, 10 | 50 | -5.66% |
30 Sep, 10 | 53 | 1.92% |
30 Jun, 10 | 52 | -7.14% |
31 Mar, 10 | 56 | - |
31 Dec, 09 | 56 | 14.29% |
30 Sep, 09 | 49 | -12.50% |
30 Jun, 09 | 56 | 24.44% |
31 Mar, 09 | 45 | 15.38% |
31 Dec, 08 | 39 | 11.43% |
30 Sep, 08 | 35 | 2.94% |
30 Jun, 08 | 34 | -8.11% |
31 Mar, 08 | 37 | 5.71% |
31 Dec, 07 | 35 | 9.38% |
30 Sep, 07 | 32 | 10.34% |
30 Jun, 07 | 29 | -3.33% |
31 Mar, 07 | 30 | -11.76% |
31 Dec, 06 | 34 | 9.68% |
30 Sep, 06 | 31 | 34.78% |
30 Jun, 06 | 23 | - |
31 Mar, 06 | 23 | 4.55% |
31 Dec, 05 | 22 | 10.00% |
30 Sep, 05 | 20 | -20.00% |
30 Jun, 05 | 25 | 13.64% |
31 Mar, 05 | 22 | 15.79% |
31 Dec, 04 | 19 | 11.76% |
30 Sep, 04 | 17 | -26.09% |
30 Jun, 04 | 23 | -11.54% |
31 Mar, 04 | 26 | 23.81% |
31 Dec, 03 | 21 | 10.53% |
30 Sep, 03 | 19 | 26.67% |
30 Jun, 03 | 15 | 7.14% |
31 Mar, 03 | 14 | -17.65% |
31 Dec, 02 | 17 | -5.56% |
30 Sep, 02 | 18 | 28.57% |
30 Jun, 02 | 14 | -17.65% |
31 Mar, 02 | 17 | 30.77% |
31 Dec, 01 | 13 | - |
30 Sep, 01 | 13 | -13.33% |
30 Jun, 01 | 15 | 15.38% |
31 Mar, 01 | 13 | 30.00% |
31 Dec, 00 | 10 | 42.86% |
30 Sep, 00 | 7 | - |
30 Jun, 00 | 7 | 16.67% |
31 Mar, 00 | 6 | - |
31 Dec, 99 | 6 | -14.29% |
30 Sep, 99 | 7 | -12.50% |
30 Jun, 99 | 8 | 33.33% |
31 Mar, 99 | 6 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 10,704,842 | -74.53% |
31 Mar, 24 | 42,036,183 | 1.74% |
31 Dec, 23 | 41,318,790 | 2.52% |
30 Sep, 23 | 40,303,196 | 1.18% |
30 Jun, 23 | 39,834,440 | -2.73% |
31 Mar, 23 | 40,951,959 | -0.67% |
31 Dec, 22 | 41,228,670 | 1.37% |
30 Sep, 22 | 40,670,717 | -0.80% |
30 Jun, 22 | 41,000,119 | -0.75% |
31 Mar, 22 | 41,309,905 | 0.34% |
31 Dec, 21 | 41,168,837 | 0.24% |
30 Sep, 21 | 41,070,162 | 5.77% |
30 Jun, 21 | 38,831,282 | -0.64% |
31 Mar, 21 | 39,079,618 | 0.61% |
31 Dec, 20 | 38,844,124 | 1.61% |
30 Sep, 20 | 38,228,247 | -2.60% |
30 Jun, 20 | 39,247,153 | -4.21% |
31 Mar, 20 | 40,972,283 | -4.84% |
31 Dec, 19 | 43,055,320 | -1.45% |
30 Sep, 19 | 43,690,337 | -0.10% |
30 Jun, 19 | 43,736,213 | -1.39% |
31 Mar, 19 | 44,353,144 | -0.31% |
31 Dec, 18 | 44,491,443 | 1.89% |
30 Sep, 18 | 43,666,411 | 2.14% |
30 Jun, 18 | 42,752,069 | 1.23% |
31 Mar, 18 | 42,234,096 | -2.21% |
31 Dec, 17 | 43,187,251 | 0.31% |
30 Sep, 17 | 43,053,784 | 0.04% |
30 Jun, 17 | 43,034,450 | -1.06% |
31 Mar, 17 | 43,497,062 | -0.64% |
31 Dec, 16 | 43,778,796 | -1.00% |
30 Sep, 16 | 44,220,809 | 4.85% |
30 Jun, 16 | 42,177,201 | 3.60% |
31 Mar, 16 | 40,712,933 | 0.69% |
31 Dec, 15 | 40,435,273 | -1.16% |
30 Sep, 15 | 40,909,955 | -4.58% |
30 Jun, 15 | 42,873,169 | 0.89% |
31 Mar, 15 | 42,493,885 | 0.62% |
31 Dec, 14 | 42,230,870 | 0.20% |
30 Sep, 14 | 42,147,910 | 4.99% |
30 Jun, 14 | 40,146,225 | -1.56% |
31 Mar, 14 | 40,780,961 | 5.21% |
31 Dec, 13 | 38,759,898 | 1.73% |
30 Sep, 13 | 38,100,495 | 7.57% |
30 Jun, 13 | 35,420,310 | 174.26% |
31 Mar, 13 | 12,915,030 | 5.82% |
31 Dec, 12 | 12,204,656 | 5.38% |
30 Sep, 12 | 11,581,798 | -14.70% |
30 Jun, 12 | 13,577,893 | -15.89% |
31 Mar, 12 | 16,143,075 | 3.13% |
31 Dec, 11 | 15,652,804 | 8.24% |
30 Sep, 11 | 14,460,679 | -14.15% |
30 Jun, 11 | 16,843,366 | -2.47% |
31 Mar, 11 | 17,269,226 | 30.39% |
31 Dec, 10 | 13,244,011 | -2.40% |
30 Sep, 10 | 13,569,091 | 7.63% |
30 Jun, 10 | 12,607,556 | -7.91% |
31 Mar, 10 | 13,689,768 | -11.04% |
31 Dec, 09 | 15,389,121 | 49.81% |
30 Sep, 09 | 10,272,298 | -1.52% |
30 Jun, 09 | 10,430,895 | 30.65% |
31 Mar, 09 | 7,983,980 | -15.79% |
31 Dec, 08 | 9,481,127 | 81.60% |
30 Sep, 08 | 5,220,882 | 11.00% |
30 Jun, 08 | 4,703,447 | 12.17% |
31 Mar, 08 | 4,193,100 | 11.31% |
31 Dec, 07 | 3,767,010 | 56.78% |
30 Sep, 07 | 2,402,779 | -12.23% |
30 Jun, 07 | 2,737,675 | -0.51% |
31 Mar, 07 | 2,751,713 | 9.34% |
31 Dec, 06 | 2,516,766 | -28.42% |
30 Sep, 06 | 3,515,920 | 48.49% |
30 Jun, 06 | 2,367,758 | 40.36% |
31 Mar, 06 | 1,686,916 | 4.87% |
31 Dec, 05 | 1,608,599 | 44.60% |
30 Sep, 05 | 1,112,429 | -56.41% |
30 Jun, 05 | 2,552,062 | 65.41% |
31 Mar, 05 | 1,542,864 | -10.82% |
31 Dec, 04 | 1,730,069 | 15.34% |
30 Sep, 04 | 1,499,994 | -3.49% |
30 Jun, 04 | 1,554,283 | -18.24% |
31 Mar, 04 | 1,901,146 | 43.38% |
31 Dec, 03 | 1,325,920 | -2.80% |
30 Sep, 03 | 1,364,109 | 113.57% |
30 Jun, 03 | 638,707 | -17.29% |
31 Mar, 03 | 772,266 | -32.02% |
31 Dec, 02 | 1,136,085 | 43.03% |
30 Sep, 02 | 794,278 | -24.94% |
30 Jun, 02 | 1,058,190 | -13.65% |
31 Mar, 02 | 1,225,516 | 68.42% |
31 Dec, 01 | 727,641 | 22.49% |
30 Sep, 01 | 594,060 | -72.11% |
30 Jun, 01 | 2,130,265 | 66.38% |
31 Mar, 01 | 1,280,335 | 62.76% |
31 Dec, 00 | 786,630 | 40.07% |
30 Sep, 00 | 561,586 | -1.94% |
30 Jun, 00 | 572,697 | -23.28% |
31 Mar, 00 | 746,429 | 115.50% |
31 Dec, 99 | 346,368 | -76.30% |
30 Sep, 99 | 1,461,630 | -21.01% |
30 Jun, 99 | 1,850,492 | 27.91% |
31 Mar, 99 | 1,446,700 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 17.51% | 0.37% |
31 Mar, 24 | 68.77% | 1.50% |
31 Dec, 23 | 67.68% | 1.55% |
30 Sep, 23 | 66.00% | 1.55% |
30 Jun, 23 | 65.23% | 1.45% |
31 Mar, 23 | 67.12% | 1.47% |
31 Dec, 22 | 67.62% | 1.53% |
30 Sep, 22 | 66.55% | 1.49% |
30 Jun, 22 | 66.80% | 1.48% |
31 Mar, 22 | 67.16% | 1.56% |
31 Dec, 21 | 65.57% | 1.52% |
30 Sep, 21 | 65.69% | 1.74% |
30 Jun, 21 | 61.43% | 1.62% |
31 Mar, 21 | 61.64% | 1.64% |
31 Dec, 20 | 61.24% | 1.69% |
30 Sep, 20 | 60.28% | 1.57% |
30 Jun, 20 | 61.89% | 1.50% |
31 Mar, 20 | 64.26% | 1.43% |
31 Dec, 19 | 67.01% | 1.45% |
30 Sep, 19 | 67.89% | 1.48% |
30 Jun, 19 | 67.62% | 1.46% |
31 Mar, 19 | 67.99% | 1.57% |
31 Dec, 18 | 65.91% | 1.58% |
30 Sep, 18 | 64.58% | 1.62% |
30 Jun, 18 | 63.10% | 1.63% |
31 Mar, 18 | 62.28% | 1.53% |
31 Dec, 17 | 63.75% | 1.58% |
30 Sep, 17 | 63.56% | 1.57% |
30 Jun, 17 | 63.53% | 1.54% |
31 Mar, 17 | 64.26% | 1.53% |
31 Dec, 16 | 64.74% | 1.51% |
30 Sep, 16 | 65.39% | 1.68% |
30 Jun, 16 | 62.37% | 1.72% |
31 Mar, 16 | 60.22% | 1.68% |
31 Dec, 15 | 59.85% | 1.63% |
30 Sep, 15 | 60.56% | 1.50% |
30 Jun, 15 | 63.46% | 1.60% |
31 Mar, 15 | 62.93% | 1.60% |
31 Dec, 14 | 62.63% | 1.60% |
30 Sep, 14 | 62.50% | 1.76% |
30 Jun, 14 | 59.53% | 1.63% |
31 Mar, 14 | 60.50% | 1.80% |
31 Dec, 13 | 57.94% | 1.80% |
30 Sep, 13 | 56.72% | 2.04% |
30 Jun, 13 | 52.74% | 13.77% |
31 Mar, 13 | 19.57% | 5.49% |
31 Dec, 12 | 18.88% | 5.90% |
30 Sep, 12 | 17.88% | 4.07% |
30 Jun, 12 | 20.96% | 3.33% |
31 Mar, 12 | 25.11% | 4.24% |
31 Dec, 11 | 24.34% | 4.79% |
30 Sep, 11 | 22.55% | 3.26% |
30 Jun, 11 | 26.29% | 3.61% |
31 Mar, 11 | 27.00% | 6.30% |
31 Dec, 10 | 20.71% | 4.59% |
30 Sep, 10 | 21.24% | 5.45% |
30 Jun, 10 | 19.74% | 4.28% |
31 Mar, 10 | 21.48% | 3.68% |
31 Dec, 09 | 24.14% | 7.55% |
30 Sep, 09 | 17.89% | 5.42% |
30 Jun, 09 | 18.17% | 9.38% |
31 Mar, 09 | 13.92% | 5.09% |
31 Dec, 08 | 16.53% | 19.68% |
30 Sep, 08 | 9.17% | 13.60% |
30 Jun, 08 | 8.21% | 15.12% |
31 Mar, 08 | 7.37% | 16.82% |
31 Dec, 07 | 6.62% | 37.28% |
30 Sep, 07 | 4.21% | 18.50% |
30 Jun, 07 | 4.77% | 21.77% |
31 Mar, 07 | 4.68% | 25.46% |
31 Dec, 06 | 4.29% | 10.94% |
30 Sep, 06 | 6.26% | 34.96% |
30 Jun, 06 | 4.23% | 45.51% |
31 Mar, 06 | 3.05% | 36.06% |
31 Dec, 05 | 2.91% | 76.35% |
30 Sep, 05 | 1.95% | 9.71% |
30 Jun, 05 | 4.48% | 61.13% |
31 Mar, 05 | 2.71% | 29.37% |
31 Dec, 04 | 3.04% | 44.34% |
30 Sep, 04 | 2.62% | 36.36% |
30 Jun, 04 | 2.68% | 25.10% |
31 Mar, 04 | 3.27% | 62.89% |
31 Dec, 03 | 2.28% | 42.57% |
30 Sep, 03 | 2.31% | 196.15% |
30 Jun, 03 | 1.09% | 64.96% |
31 Mar, 03 | 1.29% | 35.73% |
31 Dec, 02 | 1.90% | 113.51% |
30 Sep, 02 | 1.29% | 45.61% |
30 Jun, 02 | 1.68% | 44.79% |
31 Mar, 02 | 1.94% | 146.25% |
31 Dec, 01 | 1.15% | 132.81% |
30 Sep, 01 | 0.93% | 9.08% |
30 Jun, 01 | 3.20% | 81.79% |
31 Mar, 01 | 1.98% | 147.09% |
31 Dec, 00 | 1.16% | 169.99% |
30 Sep, 00 | 0.83% | 119.72% |
30 Jun, 00 | 0.83% | 71.79% |
31 Mar, 00 | 1.08% | 465.53% |
31 Dec, 99 | 0.48% | 11.39% |
30 Sep, 99 | 2.05% | 32.18% |
30 Jun, 99 | 2.53% | 64.39% |
31 Mar, 99 | 1.98% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 41 | -55.43% |
31 Mar, 24 | 92 | 19.48% |
31 Dec, 23 | 77 | -13.48% |
30 Sep, 23 | 89 | 8.54% |
30 Jun, 23 | 82 | -7.87% |
31 Mar, 23 | 89 | -27.64% |
31 Dec, 22 | 123 | 61.84% |
30 Sep, 22 | 76 | -5.00% |
30 Jun, 22 | 80 | -6.98% |
31 Mar, 22 | 86 | -4.44% |
31 Dec, 21 | 90 | -5.26% |
30 Sep, 21 | 95 | 9.20% |
30 Jun, 21 | 87 | 2.35% |
31 Mar, 21 | 85 | -3.41% |
31 Dec, 20 | 88 | 23.94% |
30 Sep, 20 | 71 | -13.41% |
30 Jun, 20 | 82 | 15.49% |
31 Mar, 20 | 71 | -12.35% |
31 Dec, 19 | 81 | -4.71% |
30 Sep, 19 | 85 | 10.39% |
30 Jun, 19 | 77 | -11.49% |
31 Mar, 19 | 87 | -4.40% |
31 Dec, 18 | 91 | -3.19% |
30 Sep, 18 | 94 | 16.05% |
30 Jun, 18 | 81 | -14.74% |
31 Mar, 18 | 95 | -5.94% |
31 Dec, 17 | 101 | 20.24% |
30 Sep, 17 | 84 | 1.20% |
30 Jun, 17 | 83 | -3.49% |
31 Mar, 17 | 86 | -5.49% |
31 Dec, 16 | 91 | 13.75% |
30 Sep, 16 | 80 | -6.98% |
30 Jun, 16 | 86 | 3.61% |
31 Mar, 16 | 83 | -5.68% |
31 Dec, 15 | 88 | 14.29% |
30 Sep, 15 | 77 | -7.23% |
30 Jun, 15 | 83 | -2.35% |
31 Mar, 15 | 85 | 30.77% |
31 Dec, 14 | 65 | -9.72% |
30 Sep, 14 | 72 | 10.77% |
30 Jun, 14 | 65 | -16.67% |
31 Mar, 14 | 78 | 11.43% |
31 Dec, 13 | 70 | -14.63% |
30 Sep, 13 | 82 | -24.77% |
30 Jun, 13 | 109 | 172.50% |
31 Mar, 13 | 40 | 33.33% |
31 Dec, 12 | 30 | - |
30 Sep, 12 | 30 | -14.29% |
30 Jun, 12 | 35 | -5.41% |
31 Mar, 12 | 37 | 5.71% |
31 Dec, 11 | 35 | 6.06% |
30 Sep, 11 | 33 | 43.48% |
30 Jun, 11 | 23 | -14.81% |
31 Mar, 11 | 27 | 12.50% |
31 Dec, 10 | 24 | -11.11% |
30 Sep, 10 | 27 | 3.85% |
30 Jun, 10 | 26 | 8.33% |
31 Mar, 10 | 24 | -25.00% |
31 Dec, 09 | 32 | 28.00% |
30 Sep, 09 | 25 | -32.43% |
30 Jun, 09 | 37 | 23.33% |
31 Mar, 09 | 30 | 7.14% |
31 Dec, 08 | 28 | 47.37% |
30 Sep, 08 | 19 | -13.64% |
30 Jun, 08 | 22 | - |
31 Mar, 08 | 22 | 15.79% |
31 Dec, 07 | 19 | 18.75% |
30 Sep, 07 | 16 | 6.67% |
30 Jun, 07 | 15 | -16.67% |
31 Mar, 07 | 18 | -21.74% |
31 Dec, 06 | 23 | 21.05% |
30 Sep, 06 | 19 | 72.73% |
30 Jun, 06 | 11 | - |
31 Mar, 06 | 11 | -8.33% |
31 Dec, 05 | 12 | 50.00% |
30 Sep, 05 | 8 | -33.33% |
30 Jun, 05 | 12 | 50.00% |
31 Mar, 05 | 8 | -27.27% |
31 Dec, 04 | 11 | 175.00% |
30 Sep, 04 | 4 | -60.00% |
30 Jun, 04 | 10 | -23.08% |
31 Mar, 04 | 13 | 62.50% |
31 Dec, 03 | 8 | - |
30 Sep, 03 | 8 | 14.29% |
30 Jun, 03 | 7 | 16.67% |
31 Mar, 03 | 6 | -33.33% |
31 Dec, 02 | 9 | - |
30 Sep, 02 | 9 | 80.00% |
30 Jun, 02 | 5 | -58.33% |
31 Mar, 02 | 12 | 140.00% |
31 Dec, 01 | 5 | - |
30 Sep, 01 | 5 | -50.00% |
30 Jun, 01 | 10 | 42.86% |
31 Mar, 01 | 7 | 16.67% |
31 Dec, 00 | 6 | - |
30 Sep, 00 | 6 | 200.00% |
30 Jun, 00 | 2 | -50.00% |
31 Mar, 00 | 4 | - |
31 Dec, 99 | 4 | 33.33% |
30 Sep, 99 | 3 | -50.00% |
30 Jun, 99 | 6 | - |
31 Mar, 99 | 6 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 32 | -54.93% |
31 Mar, 24 | 71 | -11.25% |
31 Dec, 23 | 80 | 9.59% |
30 Sep, 23 | 73 | - |
30 Jun, 23 | 73 | 1.39% |
31 Mar, 23 | 72 | 10.77% |
31 Dec, 22 | 65 | -7.14% |
30 Sep, 22 | 70 | -13.58% |
30 Jun, 22 | 81 | 10.96% |
31 Mar, 22 | 73 | 15.87% |
31 Dec, 21 | 63 | 16.67% |
30 Sep, 21 | 54 | -23.94% |
30 Jun, 21 | 71 | 18.33% |
31 Mar, 21 | 60 | -10.45% |
31 Dec, 20 | 67 | -1.47% |
30 Sep, 20 | 68 | 1.49% |
30 Jun, 20 | 67 | 3.08% |
31 Mar, 20 | 65 | -21.69% |
31 Dec, 19 | 83 | 1.22% |
30 Sep, 19 | 82 | -8.89% |
30 Jun, 19 | 90 | 15.38% |
31 Mar, 19 | 78 | 20.00% |
31 Dec, 18 | 65 | 14.04% |
30 Sep, 18 | 57 | -18.57% |
30 Jun, 18 | 70 | 9.38% |
31 Mar, 18 | 64 | 4.92% |
31 Dec, 17 | 61 | 19.61% |
30 Sep, 17 | 51 | -5.56% |
30 Jun, 17 | 54 | -18.18% |
31 Mar, 17 | 66 | 8.20% |
31 Dec, 16 | 61 | -1.61% |
30 Sep, 16 | 62 | 10.71% |
30 Jun, 16 | 56 | - |
31 Mar, 16 | 56 | 5.66% |
31 Dec, 15 | 53 | -8.62% |
30 Sep, 15 | 58 | 3.57% |
30 Jun, 15 | 56 | 43.59% |
31 Mar, 15 | 39 | -39.06% |
31 Dec, 14 | 64 | 30.61% |
30 Sep, 14 | 49 | -5.77% |
30 Jun, 14 | 52 | 8.33% |
31 Mar, 14 | 48 | -7.69% |
31 Dec, 13 | 52 | 36.84% |
30 Sep, 13 | 38 | 90.00% |
30 Jun, 13 | 20 | 81.82% |
31 Mar, 13 | 11 | -15.38% |
31 Dec, 12 | 13 | 8.33% |
30 Sep, 12 | 12 | -25.00% |
30 Jun, 12 | 16 | 6.67% |
31 Mar, 12 | 15 | 36.36% |
31 Dec, 11 | 11 | 22.22% |
30 Sep, 11 | 9 | -55.00% |
30 Jun, 11 | 20 | 5.26% |
31 Mar, 11 | 19 | 11.76% |
31 Dec, 10 | 17 | 13.33% |
30 Sep, 10 | 15 | 7.14% |
30 Jun, 10 | 14 | -22.22% |
31 Mar, 10 | 18 | 38.46% |
31 Dec, 09 | 13 | -13.33% |
30 Sep, 09 | 15 | 50.00% |
30 Jun, 09 | 10 | 42.86% |
31 Mar, 09 | 7 | 40.00% |
31 Dec, 08 | 5 | -58.33% |
30 Sep, 08 | 12 | 71.43% |
30 Jun, 08 | 7 | -36.36% |
31 Mar, 08 | 11 | - |
31 Dec, 07 | 11 | 10.00% |
30 Sep, 07 | 10 | 11.11% |
30 Jun, 07 | 9 | 200.00% |
31 Mar, 07 | 3 | -50.00% |
31 Dec, 06 | 6 | -14.29% |
30 Sep, 06 | 7 | - |
30 Jun, 06 | 7 | 16.67% |
31 Mar, 06 | 6 | - |
31 Dec, 05 | 6 | - |
30 Sep, 05 | 6 | -25.00% |
30 Jun, 05 | 8 | - |
31 Mar, 05 | 8 | 60.00% |
31 Dec, 04 | 5 | 66.67% |
30 Sep, 04 | 3 | -57.14% |
30 Jun, 04 | 7 | 40.00% |
31 Mar, 04 | 5 | - |
31 Dec, 03 | 5 | 66.67% |
30 Sep, 03 | 3 | - |
30 Jun, 03 | 3 | 50.00% |
31 Mar, 03 | 2 | - |
31 Dec, 02 | 2 | -33.33% |
30 Sep, 02 | 3 | - |
30 Jun, 02 | 3 | 50.00% |
31 Mar, 02 | 2 | -50.00% |
31 Dec, 01 | 4 | - |
30 Sep, 01 | 4 | 100.00% |
30 Jun, 01 | 2 | -50.00% |
31 Mar, 01 | 4 | 100.00% |
31 Dec, 00 | 2 | 100.00% |
30 Sep, 00 | 1 | - |
30 Jun, 00 | 1 | - |
31 Mar, 00 | - | -100.00% |
31 Dec, 99 | 1 | -66.67% |
30 Sep, 99 | 3 | 200.00% |
30 Jun, 99 | 1 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 100 | -52.61% | 10,704,842 | -74.53% | 17.51% | 0.37% | 41 | -55.43% | 32 | -54.93% |
31 Mar, 24 | 211 | 6.03% | 42,036,183 | 1.74% | 68.77% | 1.50% | 92 | 19.48% | 71 | -11.25% |
31 Dec, 23 | 199 | -4.33% | 41,318,790 | 2.52% | 67.68% | 1.55% | 77 | -13.48% | 80 | 9.59% |
30 Sep, 23 | 208 | 4.00% | 40,303,196 | 1.18% | 66.00% | 1.55% | 89 | 8.54% | 73 | - |
30 Jun, 23 | 200 | -2.91% | 39,834,440 | -2.73% | 65.23% | 1.45% | 82 | -7.87% | 73 | 1.39% |
31 Mar, 23 | 206 | -13.08% | 40,951,959 | -0.67% | 67.12% | 1.47% | 89 | -27.64% | 72 | 10.77% |
31 Dec, 22 | 237 | 16.18% | 41,228,670 | 1.37% | 67.62% | 1.53% | 123 | 61.84% | 65 | -7.14% |
30 Sep, 22 | 204 | 3.03% | 40,670,717 | -0.80% | 66.55% | 1.49% | 76 | -5.00% | 70 | -13.58% |
30 Jun, 22 | 198 | -2.46% | 41,000,119 | -0.75% | 66.80% | 1.48% | 80 | -6.98% | 81 | 10.96% |
31 Mar, 22 | 203 | 1.00% | 41,309,905 | 0.34% | 67.16% | 1.56% | 86 | -4.44% | 73 | 15.87% |
31 Dec, 21 | 201 | 2.03% | 41,168,837 | 0.24% | 65.57% | 1.52% | 90 | -5.26% | 63 | 16.67% |
30 Sep, 21 | 197 | 0.51% | 41,070,162 | 5.77% | 65.69% | 1.74% | 95 | 9.20% | 54 | -23.94% |
30 Jun, 21 | 196 | 5.38% | 38,831,282 | -0.64% | 61.43% | 1.62% | 87 | 2.35% | 71 | 18.33% |
31 Mar, 21 | 186 | -0.53% | 39,079,618 | 0.61% | 61.64% | 1.64% | 85 | -3.41% | 60 | -10.45% |
31 Dec, 20 | 187 | 3.89% | 38,844,124 | 1.61% | 61.24% | 1.69% | 88 | 23.94% | 67 | -1.47% |
30 Sep, 20 | 180 | -1.10% | 38,228,247 | -2.60% | 60.28% | 1.57% | 71 | -13.41% | 68 | 1.49% |
30 Jun, 20 | 182 | 4.00% | 39,247,153 | -4.21% | 61.89% | 1.50% | 82 | 15.49% | 67 | 3.08% |
31 Mar, 20 | 175 | -18.60% | 40,972,283 | -4.84% | 64.26% | 1.43% | 71 | -12.35% | 65 | -21.69% |
31 Dec, 19 | 215 | -2.27% | 43,055,320 | -1.45% | 67.01% | 1.45% | 81 | -4.71% | 83 | 1.22% |
30 Sep, 19 | 220 | 0.92% | 43,690,337 | -0.10% | 67.89% | 1.48% | 85 | 10.39% | 82 | -8.89% |
30 Jun, 19 | 218 | 4.31% | 43,736,213 | -1.39% | 67.62% | 1.46% | 77 | -11.49% | 90 | 15.38% |
31 Mar, 19 | 209 | 4.50% | 44,353,144 | -0.31% | 67.99% | 1.57% | 87 | -4.40% | 78 | 20.00% |
31 Dec, 18 | 200 | 0.50% | 44,491,443 | 1.89% | 65.91% | 1.58% | 91 | -3.19% | 65 | 14.04% |
30 Sep, 18 | 199 | 0.51% | 43,666,411 | 2.14% | 64.58% | 1.62% | 94 | 16.05% | 57 | -18.57% |
30 Jun, 18 | 198 | 2.06% | 42,752,069 | 1.23% | 63.10% | 1.63% | 81 | -14.74% | 70 | 9.38% |
31 Mar, 18 | 194 | -3.48% | 42,234,096 | -2.21% | 62.28% | 1.53% | 95 | -5.94% | 64 | 4.92% |
31 Dec, 17 | 201 | 12.29% | 43,187,251 | 0.31% | 63.75% | 1.58% | 101 | 20.24% | 61 | 19.61% |
30 Sep, 17 | 179 | 3.47% | 43,053,784 | 0.04% | 63.56% | 1.57% | 84 | 1.20% | 51 | -5.56% |
30 Jun, 17 | 173 | -8.47% | 43,034,450 | -1.06% | 63.53% | 1.54% | 83 | -3.49% | 54 | -18.18% |
31 Mar, 17 | 189 | -2.58% | 43,497,062 | -0.64% | 64.26% | 1.53% | 86 | -5.49% | 66 | 8.20% |
31 Dec, 16 | 194 | 7.18% | 43,778,796 | -1.00% | 64.74% | 1.51% | 91 | 13.75% | 61 | -1.61% |
30 Sep, 16 | 181 | 1.69% | 44,220,809 | 4.85% | 65.39% | 1.68% | 80 | -6.98% | 62 | 10.71% |
30 Jun, 16 | 178 | 1.71% | 42,177,201 | 3.60% | 62.37% | 1.72% | 86 | 3.61% | 56 | - |
31 Mar, 16 | 175 | -4.89% | 40,712,933 | 0.69% | 60.22% | 1.68% | 83 | -5.68% | 56 | 5.66% |
31 Dec, 15 | 184 | 3.37% | 40,435,273 | -1.16% | 59.85% | 1.63% | 88 | 14.29% | 53 | -8.62% |
30 Sep, 15 | 178 | 2.30% | 40,909,955 | -4.58% | 60.56% | 1.50% | 77 | -7.23% | 58 | 3.57% |
30 Jun, 15 | 174 | 7.41% | 42,873,169 | 0.89% | 63.46% | 1.60% | 83 | -2.35% | 56 | 43.59% |
31 Mar, 15 | 162 | 1.25% | 42,493,885 | 0.62% | 62.93% | 1.60% | 85 | 30.77% | 39 | -39.06% |
31 Dec, 14 | 160 | -3.03% | 42,230,870 | 0.20% | 62.63% | 1.60% | 65 | -9.72% | 64 | 30.61% |
30 Sep, 14 | 165 | 4.43% | 42,147,910 | 4.99% | 62.50% | 1.76% | 72 | 10.77% | 49 | -5.77% |
30 Jun, 14 | 158 | 1.28% | 40,146,225 | -1.56% | 59.53% | 1.63% | 65 | -16.67% | 52 | 8.33% |
31 Mar, 14 | 156 | 1.30% | 40,780,961 | 5.21% | 60.50% | 1.80% | 78 | 11.43% | 48 | -7.69% |
31 Dec, 13 | 154 | 4.05% | 38,759,898 | 1.73% | 57.94% | 1.80% | 70 | -14.63% | 52 | 36.84% |
30 Sep, 13 | 148 | 5.71% | 38,100,495 | 7.57% | 56.72% | 2.04% | 82 | -24.77% | 38 | 90.00% |
30 Jun, 13 | 140 | 137.29% | 35,420,310 | 174.26% | 52.74% | 13.77% | 109 | 172.50% | 20 | 81.82% |
31 Mar, 13 | 59 | 7.27% | 12,915,030 | 5.82% | 19.57% | 5.49% | 40 | 33.33% | 11 | -15.38% |
31 Dec, 12 | 55 | -3.51% | 12,204,656 | 5.38% | 18.88% | 5.90% | 30 | - | 13 | 8.33% |
30 Sep, 12 | 57 | -9.52% | 11,581,798 | -14.70% | 17.88% | 4.07% | 30 | -14.29% | 12 | -25.00% |
30 Jun, 12 | 63 | 8.62% | 13,577,893 | -15.89% | 20.96% | 3.33% | 35 | -5.41% | 16 | 6.67% |
31 Mar, 12 | 58 | -3.33% | 16,143,075 | 3.13% | 25.11% | 4.24% | 37 | 5.71% | 15 | 36.36% |
31 Dec, 11 | 60 | - | 15,652,804 | 8.24% | 24.34% | 4.79% | 35 | 6.06% | 11 | 22.22% |
30 Sep, 11 | 60 | 7.14% | 14,460,679 | -14.15% | 22.55% | 3.26% | 33 | 43.48% | 9 | -55.00% |
30 Jun, 11 | 56 | -1.75% | 16,843,366 | -2.47% | 26.29% | 3.61% | 23 | -14.81% | 20 | 5.26% |
31 Mar, 11 | 57 | 14.00% | 17,269,226 | 30.39% | 27.00% | 6.30% | 27 | 12.50% | 19 | 11.76% |
31 Dec, 10 | 50 | -5.66% | 13,244,011 | -2.40% | 20.71% | 4.59% | 24 | -11.11% | 17 | 13.33% |
30 Sep, 10 | 53 | 1.92% | 13,569,091 | 7.63% | 21.24% | 5.45% | 27 | 3.85% | 15 | 7.14% |
30 Jun, 10 | 52 | -7.14% | 12,607,556 | -7.91% | 19.74% | 4.28% | 26 | 8.33% | 14 | -22.22% |
31 Mar, 10 | 56 | - | 13,689,768 | -11.04% | 21.48% | 3.68% | 24 | -25.00% | 18 | 38.46% |
31 Dec, 09 | 56 | 14.29% | 15,389,121 | 49.81% | 24.14% | 7.55% | 32 | 28.00% | 13 | -13.33% |
30 Sep, 09 | 49 | -12.50% | 10,272,298 | -1.52% | 17.89% | 5.42% | 25 | -32.43% | 15 | 50.00% |
30 Jun, 09 | 56 | 24.44% | 10,430,895 | 30.65% | 18.17% | 9.38% | 37 | 23.33% | 10 | 42.86% |
31 Mar, 09 | 45 | 15.38% | 7,983,980 | -15.79% | 13.92% | 5.09% | 30 | 7.14% | 7 | 40.00% |
31 Dec, 08 | 39 | 11.43% | 9,481,127 | 81.60% | 16.53% | 19.68% | 28 | 47.37% | 5 | -58.33% |
30 Sep, 08 | 35 | 2.94% | 5,220,882 | 11.00% | 9.17% | 13.60% | 19 | -13.64% | 12 | 71.43% |
30 Jun, 08 | 34 | -8.11% | 4,703,447 | 12.17% | 8.21% | 15.12% | 22 | - | 7 | -36.36% |
31 Mar, 08 | 37 | 5.71% | 4,193,100 | 11.31% | 7.37% | 16.82% | 22 | 15.79% | 11 | - |
31 Dec, 07 | 35 | 9.38% | 3,767,010 | 56.78% | 6.62% | 37.28% | 19 | 18.75% | 11 | 10.00% |
30 Sep, 07 | 32 | 10.34% | 2,402,779 | -12.23% | 4.21% | 18.50% | 16 | 6.67% | 10 | 11.11% |
30 Jun, 07 | 29 | -3.33% | 2,737,675 | -0.51% | 4.77% | 21.77% | 15 | -16.67% | 9 | 200.00% |
31 Mar, 07 | 30 | -11.76% | 2,751,713 | 9.34% | 4.68% | 25.46% | 18 | -21.74% | 3 | -50.00% |
31 Dec, 06 | 34 | 9.68% | 2,516,766 | -28.42% | 4.29% | 10.94% | 23 | 21.05% | 6 | -14.29% |
30 Sep, 06 | 31 | 34.78% | 3,515,920 | 48.49% | 6.26% | 34.96% | 19 | 72.73% | 7 | - |
30 Jun, 06 | 23 | - | 2,367,758 | 40.36% | 4.23% | 45.51% | 11 | - | 7 | 16.67% |
31 Mar, 06 | 23 | 4.55% | 1,686,916 | 4.87% | 3.05% | 36.06% | 11 | -8.33% | 6 | - |
31 Dec, 05 | 22 | 10.00% | 1,608,599 | 44.60% | 2.91% | 76.35% | 12 | 50.00% | 6 | - |
30 Sep, 05 | 20 | -20.00% | 1,112,429 | -56.41% | 1.95% | 9.71% | 8 | -33.33% | 6 | -25.00% |
30 Jun, 05 | 25 | 13.64% | 2,552,062 | 65.41% | 4.48% | 61.13% | 12 | 50.00% | 8 | - |
31 Mar, 05 | 22 | 15.79% | 1,542,864 | -10.82% | 2.71% | 29.37% | 8 | -27.27% | 8 | 60.00% |
31 Dec, 04 | 19 | 11.76% | 1,730,069 | 15.34% | 3.04% | 44.34% | 11 | 175.00% | 5 | 66.67% |
30 Sep, 04 | 17 | -26.09% | 1,499,994 | -3.49% | 2.62% | 36.36% | 4 | -60.00% | 3 | -57.14% |
30 Jun, 04 | 23 | -11.54% | 1,554,283 | -18.24% | 2.68% | 25.10% | 10 | -23.08% | 7 | 40.00% |
31 Mar, 04 | 26 | 23.81% | 1,901,146 | 43.38% | 3.27% | 62.89% | 13 | 62.50% | 5 | - |
31 Dec, 03 | 21 | 10.53% | 1,325,920 | -2.80% | 2.28% | 42.57% | 8 | - | 5 | 66.67% |
30 Sep, 03 | 19 | 26.67% | 1,364,109 | 113.57% | 2.31% | 196.15% | 8 | 14.29% | 3 | - |
30 Jun, 03 | 15 | 7.14% | 638,707 | -17.29% | 1.09% | 64.96% | 7 | 16.67% | 3 | 50.00% |
31 Mar, 03 | 14 | -17.65% | 772,266 | -32.02% | 1.29% | 35.73% | 6 | -33.33% | 2 | - |
31 Dec, 02 | 17 | -5.56% | 1,136,085 | 43.03% | 1.90% | 113.51% | 9 | - | 2 | -33.33% |
30 Sep, 02 | 18 | 28.57% | 794,278 | -24.94% | 1.29% | 45.61% | 9 | 80.00% | 3 | - |
30 Jun, 02 | 14 | -17.65% | 1,058,190 | -13.65% | 1.68% | 44.79% | 5 | -58.33% | 3 | 50.00% |
31 Mar, 02 | 17 | 30.77% | 1,225,516 | 68.42% | 1.94% | 146.25% | 12 | 140.00% | 2 | -50.00% |
31 Dec, 01 | 13 | - | 727,641 | 22.49% | 1.15% | 132.81% | 5 | - | 4 | - |
30 Sep, 01 | 13 | -13.33% | 594,060 | -72.11% | 0.93% | 9.08% | 5 | -50.00% | 4 | 100.00% |
30 Jun, 01 | 15 | 15.38% | 2,130,265 | 66.38% | 3.20% | 81.79% | 10 | 42.86% | 2 | -50.00% |
31 Mar, 01 | 13 | 30.00% | 1,280,335 | 62.76% | 1.98% | 147.09% | 7 | 16.67% | 4 | 100.00% |
31 Dec, 00 | 10 | 42.86% | 786,630 | 40.07% | 1.16% | 169.99% | 6 | - | 2 | 100.00% |
30 Sep, 00 | 7 | - | 561,586 | -1.94% | 0.83% | 119.72% | 6 | 200.00% | 1 | - |
30 Jun, 00 | 7 | 16.67% | 572,697 | -23.28% | 0.83% | 71.79% | 2 | -50.00% | 1 | - |
31 Mar, 00 | 6 | - | 746,429 | 115.50% | 1.08% | 465.53% | 4 | - | - | -100.00% |
31 Dec, 99 | 6 | -14.29% | 346,368 | -76.30% | 0.48% | 11.39% | 4 | 33.33% | 1 | -66.67% |
30 Sep, 99 | 7 | -12.50% | 1,461,630 | -21.01% | 2.05% | 32.18% | 3 | -50.00% | 3 | 200.00% |
30 Jun, 99 | 8 | 33.33% | 1,850,492 | 27.91% | 2.53% | 64.39% | 6 | - | 1 | - |
31 Mar, 99 | 6 | - | 1,446,700 | - | 1.98% | - | 6 | - | - | - |
Trustmark Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Trustmark Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 10 | 1 | 1000.00% |
Q1 2024 | 16 | 19 | 84.21% |
Q4 2023 | - | 3 | - |
Q3 2023 | - | 1 | - |
Q2 2023 | 14 | - | - |
Q1 2023 | 17 | 15 | 113.33% |
Q4 2022 | - | 1 | - |
Q3 2022 | - | 1 | - |
Q2 2022 | 10 | 1 | 1000.00% |
Q1 2022 | 16 | 16 | 100.00% |
Q4 2021 | - | 2 | - |
Q2 2021 | 1 | 1 | 100.00% |
Q1 2021 | 30 | 19 | 157.89% |
Q4 2020 | - | 1 | - |
Q3 2020 | 1 | 1 | 100.00% |
Q2 2020 | 5 | 3 | 166.67% |
Q1 2020 | 35 | 22 | 159.09% |
Q4 2019 | - | 14 | - |
Q3 2019 | - | 1 | - |
Q2 2019 | - | 8 | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | - | - |
Q1 2024 | - | - | - |
Q4 2023 | - | 3 | - |
Q3 2023 | - | - | - |
Q2 2023 | 4 | - | - |
Q1 2023 | 1 | - | - |
Q4 2022 | - | - | - |
Q3 2022 | - | 1 | - |
Q2 2022 | - | - | - |
Q1 2022 | - | - | - |
Q4 2021 | - | 2 | - |
Q2 2021 | - | 1 | - |
Q1 2021 | - | 3 | - |
Q4 2020 | - | - | - |
Q3 2020 | - | - | - |
Q2 2020 | 3 | - | - |
Q1 2020 | - | - | - |
Q4 2019 | - | - | - |
Q3 2019 | - | 1 | - |
Q2 2019 | - | 8 | - |
Trustmark Peer Ownership
Ticker | Company |
---|---|
CTBI | Community Trust Bancorp, Inc. |
OFED | Oconee Federal Financial Corp. |
HBCP | Home Bancorp, Inc. |
GSBC | Great Southern Bancorp, Inc. |
SASR | Sandy Spring Bancorp, Inc. |
ABCB | Ameris Bancorp |
WSBF | Waterstone Financial, Inc. |
PWOD | Penns Woods Bancorp, Inc. |
HONE | HarborOne Bancorp, Inc. |
FBIZ | First Business Financial Services, Inc. |
LBC | Luther Burbank Corporation |
WABC | Westamerica Bancorporation |
SRCE | 1st Source Corporation |
FBMS | The First Bancshares, Inc. |
UMBF | UMB Financial Corporation |
TRMK Ownership FAQ
Who Owns Trustmark?
Trustmark is owned by institutional shareholders (17.51%), insiders (8.73%), and public (73.75%). The largest institutional shareholder of Trustmark is BLACKROCK INC. (14.42% of total shares) and the top mutual fund owner is COPLEY FUND INC /NV/ (1.18% of total shares).
Who are the major institutional shareholders of Trustmark?
Trustmark's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, EARNEST PARTNERS LLC, and STATE STREET CORP. The top five shareholders own together 42.59% of the company's share outstanding.
How many Trustmark shareholders are there?
As of Jun 2024, there are 100 institutional shareholders of Trustmark.
What percentage of Trustmark is owned by BLACKROCK INC?
BLACKROCK INC owns 8.82M shares of Trustmark, representing 14.42% of the company's total shares outstanding, valued at $264.87M (as of Jun 2024).
What percentage of Trustmark is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 6.66M shares of Trustmark (TRMK), compromising 10.90% of the company, valued at $200.09M.
What percentage of Trustmark is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Trustmark. The company owns 4.05M of the company's shares outstanding (worth $121.68M).