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Royal BK Scotland Group PLC

Q1 2017 vs Q2 2017

Comparing institutional holders between quarters

Quarters

Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
BlackRock Inc.
INCREASED
Shares1,046,544 from 998,944
Change+47,600 (+5%)
Value$27.8K (+$2.1K)
Filed 2017-08-10
First Trust Advisors LP
NEW
Shares263,467
Change+263,467
Value$7.0K
Filed 2017-08-02
GAM Holding AG
UNCHANGED
Shares181,968 from 181,968
Change0 (0%)
Value$4.8K (+$147)
Filed 2017-08-07
Wells Fargo & Company
INCREASED
Shares139,682 from 114,499
Change+25,183 (+22%)
Value$3.7K (+$761)
Filed 2017-08-10
Renaissance Technologies LLC
DECREASED
Shares99,000 from 131,388
Change-32,388 (-25%)
Value$2.6K (-$754)
Filed 2017-08-11
UBS Group AG
INCREASED
Shares49,580 from 43,286
Change+6,294 (+15%)
Value$1.3K (+$202)
Filed 2017-11-14
Summit Financial Wealth Advisors, LLC
DECREASED
Shares48,550 from 51,200
Change-2,650 (-5%)
Value$1.3K (-$28)
Filed 2017-08-14
Bank of America Corp
DECREASED
Shares44,957 from 146,241
Change-101,284 (-69%)
Value$1.2K (-$2.6K)
Filed 2017-08-14
Morgan Stanley
DECREASED
Shares41,523 from 41,823
Change-300 (-1%)
Value$1.1K (+$26)
Filed 2017-08-11
Corient Capital Partners, LLC
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$1.1K (+$33)
Filed 2017-08-14
Selway Asset Management
DECREASED
Shares39,320 from 39,620
Change-300 (-1%)
Value$1.0K (+$25)
Filed 2017-07-28
Deutsche Bank Ag\
DECREASED
Shares21,234 from 25,262
Change-4,028 (-16%)
Value$563 (-$86)
Filed 2017-08-11
Welch & Forbes LLC
UNCHANGED
Shares19,333 from 19,333
Change0 (0%)
Value$513 (+$16)
Filed 2017-07-31
Royal Bank of Canada
INCREASED
Shares14,904 from 13,326
Change+1,578 (+12%)
Value$396 (+$54)
Filed 2017-08-14
Nations Financial Group Inc,
DECREASED
Shares13,785 from 14,265
Change-480 (-3%)
Value$348 (-$19)
Filed 2017-08-10
Ladenburg Thalmann Financial Services Inc
UNCHANGED
Shares13,044 from 13,044
Change0 (0%)
Value$346 (+$11)
Filed 2017-08-14
LPL Financial LLC
NEW
Shares11,510
Change+11,510
Value$305
Filed 2017-08-14
HSBC Holdings PLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$265 (+$8)
Filed 2017-08-14
KCG Holdings, Inc.
NEW
Shares8,793
Change+8,793
Value$234
Filed 2017-08-11
Raymond James & Associates
DECREASED
Shares8,500 from 10,500
Change-2,000 (-19%)
Value$226 (-$44)
Filed 2017-08-14
Bank of Montreal
INCREASED
Shares6,019 from 5,596
Change+423 (+8%)
Value$159 (+$15)
Filed 2017-07-11
Mercer Capital Advisers, Inc.
UNCHANGED
Shares4,376 from 4,376
Change0 (0%)
Value$116 (+$3)
Filed 2017-07-31
YorkBridge Wealth Partners, LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$109 (+$3)
Filed 2017-08-14
People's United Financial, Inc.
NEW
Shares4,000
Change+4,000
Value$106
Filed 2017-08-14
Bell Rock Capital LLC
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$67 (+$2)
Filed 2018-12-06
Catamount Wealth Management
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$53 (+$2)
Filed 2017-08-04
First Manhattan Co. Llc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$53 (+$2)
Filed 2017-08-10
United Fire Group Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$53 (+$2)
Filed 2017-08-02
Creative Planning
INCREASED
Shares1,950 from 1,800
Change+150 (+8%)
Value$52 (+$6)
Filed 2017-07-12
V Wealth Management,LLC
NEW
Shares1,640
Change+1,640
Value$43
Filed 2017-07-17
JPMorgan Chase & Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$27 (+$1)
Filed 2017-08-09
IFP Advisors, Inc
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$24 ($0)
Filed 2019-06-03
Federation des caisses Desjardins du Quebec
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$13.3K (+$405)
Filed 2024-08-30
Steward Partners Investment Advisory, LLC
NEW
Shares175
Change+175
Value$4
Filed 2017-11-22
Advantage Investment Management, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$4 ($0)
Filed 2017-08-14
Edge Wealth Management LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$3 ($0)
Filed 2017-08-02
Advisor Group, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3 ($0)
Filed 2017-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3 ($0)
Filed 2017-07-27
Private Advisory Group LLC
CLOSED
Shares0 from 39,397
Change-39,397 (-100%)
Value$0 (-$1.0K)
Filed 2017-08-15
Spectrum Asset Management, Inc.
CLOSED
Shares0 from 38,115
Change-38,115 (-100%)
Value$0 (-$981)
Filed 2017-08-08
Cohen & Steers, Inc.
CLOSED
Shares0 from 15,614
Change-15,614 (-100%)
Value$0 (-$402)
Filed 2017-08-14
Citigroup Inc
CLOSED
Shares0 from 2,475
Change-2,475 (-100%)
Value$0 (-$64)
Filed 2017-08-11
Crestwood Advisors Group, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$21)
Filed 2017-07-31
M&R Capital Management Inc
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$6)
Filed 2017-08-15
Status
BlackRock Inc.
INCREASED1,046,544998,944+47,600+5%$25.7K$27.8K+$2.1K2017-08-10
First Trust Advisors LP
NEW263,467—+263,467——$7.0K—2017-08-02
GAM Holding AG
UNCHANGED181,968181,96800%$4.7K$4.8K+$1472017-08-07
Wells Fargo & Company
INCREASED139,682114,499+25,183+22%$2.9K$3.7K+$7612017-08-10
Renaissance Technologies LLC
DECREASED99,000131,388-32,388-25%$3.4K$2.6K-$7542017-08-11
UBS Group AG
INCREASED49,58043,286+6,294+15%$1.1K$1.3K+$2022017-11-14
Summit Financial Wealth Advisors, LLC
DECREASED48,55051,200-2,650-5%$1.3K$1.3K-$282017-08-14
Bank of America Corp
DECREASED44,957146,241-101,284-69%$3.8K$1.2K-$2.6K2017-08-14
Morgan Stanley
DECREASED41,52341,823-300-1%$1.1K$1.1K+$262017-08-11
Corient Capital Partners, LLC
UNCHANGED40,00040,00000%$1.0K$1.1K+$332017-08-14
Selway Asset Management
DECREASED39,32039,620-300-1%$1.0K$1.0K+$252017-07-28
Deutsche Bank Ag\
DECREASED21,23425,262-4,028-16%$649$563-$862017-08-11
Welch & Forbes LLC
UNCHANGED19,33319,33300%$497$513+$162017-07-31
Royal Bank of Canada
INCREASED14,90413,326+1,578+12%$342$396+$542017-08-14
Nations Financial Group Inc,
DECREASED13,78514,265-480-3%$367$348-$192017-08-10
Ladenburg Thalmann Financial Services Inc
UNCHANGED13,04413,04400%$335$346+$112017-08-14
LPL Financial LLC
NEW11,510—+11,510——$305—2017-08-14
HSBC Holdings PLC
UNCHANGED10,00010,00000%$257$265+$82017-08-14
KCG Holdings, Inc.
NEW8,793—+8,793——$234—2017-08-11
Raymond James & Associates
DECREASED8,50010,500-2,000-19%$270$226-$442017-08-14
Bank of Montreal
INCREASED6,0195,596+423+8%$144$159+$152017-07-11
Mercer Capital Advisers, Inc.
UNCHANGED4,3764,37600%$113$116+$32017-07-31
YorkBridge Wealth Partners, LLC
UNCHANGED4,1004,10000%$106$109+$32017-08-14
People's United Financial, Inc.
NEW4,000—+4,000——$106—2017-08-14
Bell Rock Capital LLC
UNCHANGED2,5252,52500%$65$67+$22018-12-06
Catamount Wealth Management
UNCHANGED2,0002,00000%$51$53+$22017-08-04
First Manhattan Co. Llc.
UNCHANGED2,0002,00000%$51$53+$22017-08-10
United Fire Group Inc
UNCHANGED2,0002,00000%$51$53+$22017-08-02
Creative Planning
INCREASED1,9501,800+150+8%$46$52+$62017-07-12
V Wealth Management,LLC
NEW1,640—+1,640——$43—2017-07-17
JPMorgan Chase & Co
UNCHANGED1,0001,00000%$26$27+$12017-08-09
IFP Advisors, Inc
UNCHANGED92192100%$24$24$02019-06-03
Federation des caisses Desjardins du Quebec
UNCHANGED50050000%$12.9K$13.3K+$4052024-08-30
Steward Partners Investment Advisory, LLC
NEW175—+175——$4—2017-11-22
Advantage Investment Management, LLC
UNCHANGED16016000%$4$4$02017-08-14
Edge Wealth Management LLC
UNCHANGED12512500%$3$3$02017-08-02
Advisor Group, Inc.
UNCHANGED10010000%$3$3$02017-11-03
Parkside Financial Bank & Trust
UNCHANGED10010000%$3$3$02017-07-27
Private Advisory Group LLC
CLOSED039,397-39,397-100%$1.0K$0-$1.0K2017-08-15
Spectrum Asset Management, Inc.
CLOSED038,115-38,115-100%$981$0-$9812017-08-08
Cohen & Steers, Inc.
CLOSED015,614-15,614-100%$402$0-$4022017-08-14
Citigroup Inc
CLOSED02,475-2,475-100%$64$0-$642017-08-11
Crestwood Advisors Group, LLC
CLOSED0800-800-100%$21$0-$212017-07-31
M&R Capital Management Inc
CLOSED0250-250-100%$6$0-$62017-08-15
Showing 44 of 44 institutions