Stock Transactions

Banco Santander S.A.

Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
Wilkinson Global Asset Management LLC34,8001,642,260+1,607,4600.031.41+1.38buy
Capital Wealth Planning, LLC939,1471,452,014+512,8670.070.09+0.02buy
Capital International Investors14,766,84915,120,821+353,9720.030.04+0.01buy
BAROMETER CAPITAL MANAGEMENT INC.71,409216,600+145,1912.770.83-1.95buy
HANTZ FINANCIAL SERVICES, INC.97,050183,940+86,8900.020.03+0.02buy
Aaron Wealth Advisors LLC145,198196,165+50,9670.090.13+0.03buy
GUARDIAN CAPITAL LP228,126274,636+46,5100.080.08+0.00buy
MARIETTA INVESTMENT PARTNERS LLC476,442520,774+44,3321.111.18+0.07buy
J.Safra Asset Management Corp7,11336,672+29,5590.000.02+0.02buy
Strategic Global Advisors, LLC57,44182,982+25,5410.100.15+0.05buy
RWA WEALTH PARTNERS, LLC756,489777,198+20,7090.100.10-0.00buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management60,79776,335+15,5380.010.01+0.00buy
SCOTIA CAPITAL INC.244,117259,549+15,4320.010.01+0.00buy
LVW Advisors, LLC34,18548,508+14,3230.040.05+0.01buy
Naviter Wealth, LLC332,041343,675+11,6340.510.48-0.02buy
Trust Point Inc.51,87863,436+11,5580.050.06+0.01buy
MOODY NATIONAL BANK TRUST DIVISION12,42223,022+10,6000.010.02+0.01buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC89,58898,216+8,6280.000.00+0.00buy
PARK AVENUE SECURITIES LLC441,801450,201+8,4000.040.04-0.00buy
Resonant Capital Advisors, LLC12,37819,994+7,6160.010.01+0.00buy
INTRUST BANK NA43,99249,706+5,7140.040.05+0.00buy
Crestwood Advisors Group, LLC14,75719,244+4,4870.000.00+0.00buy
Kathmere Capital Management, LLC91,53795,680+4,1430.070.07-0.01buy
HANCOCK WHITNEY CORP21,03424,424+3,3900.000.01+0.00buy
EVOKE WEALTH, LLC14,48917,740+3,2510.000.00+0.00buy
Everhart Financial Group, Inc.11,88014,877+2,9970.010.01+0.00buy
Bridgewater Advisors Inc.30,18232,986+2,8040.020.02-0.00buy
Anfield Capital Management, LLC672,697+2,6300.000.01+0.01buy
Sovran Advisors, LLC32,61235,230+2,6180.030.03+0.00buy
Cornerstone Wealth Group, LLC11,91914,430+2,5110.010.01+0.00buy
Avidian Wealth Enterprises, LLC12,57514,948+2,3730.010.01-0.00buy
Mayflower Financial Advisors, LLC13,86816,058+2,1900.020.02+0.00buy
HBK Sorce Advisory LLC17,18019,183+2,0030.010.00-0.00buy
Checchi Capital Advisers, LLC68,33270,335+2,0030.050.05-0.00buy
Soltis Investment Advisors LLC14,52716,376+1,8490.010.01+0.00buy
Venturi Wealth Management, LLC99,757101,574+1,8170.050.05-0.00buy
CogentBlue Wealth Advisors, LLC22,14023,920+1,7800.180.18+0.00buy
Miracle Mile Advisors, LLC12,44214,213+1,7710.000.00+0.00buy
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC16,43217,959+1,5270.000.00+0.00buy
Dynamic Advisor Solutions LLC16,53517,908+1,3730.010.01+0.00buy
Avestar Capital, LLC12,68214,046+1,3640.010.01+0.00buy
PERSONAL CFO SOLUTIONS, LLC19,02320,199+1,1760.040.03-0.00buy
Archford Capital Strategies, LLC91,23192,395+1,1640.120.12-0.01buy
Rehmann Capital Advisory Group21,97523,053+1,0780.010.01+0.00buy
Klingman & Associates, LLC10,55611,595+1,0390.010.01+0.00buy
SAGE RHINO CAPITAL LLC53,44254,174+7320.120.11-0.00buy
Optas, LLC29,20829,885+6770.050.05-0.00buy
Aprio Wealth Management, LLC48,33248,986+6540.030.03-0.00buy
Foster Group, Inc.21,09421,698+6040.010.01-0.00buy
SOA Wealth Advisors, LLC.573960+3870.000.00+0.00buy
CARY STREET PARTNERS INVESTMENT ADVISORY LLC9,5479,912+3650.030.03-0.00buy
CERTUITY, LLC22,67823,000+3220.020.02+0.00buy
Adams Wealth Management244,223244,463+2400.610.61-0.01buy
Grove Bank & Trust1,2501,395+1450.000.00+0.00buy
Nova R Wealth, Inc.10,75310,845+920.050.04-0.01buy
SYM FINANCIAL Corp35,11335,203+900.040.04-0.00buy
Pekin Hardy Strauss, Inc.255,122255,195+730.280.30+0.02buy
ALBION FINANCIAL GROUP /UT1,6471,710+630.000.00+0.00buy
Qtron Investments LLC155,910155,970+600.240.24+0.00buy
Moors & Cabot, Inc.15,80115,850+490.010.01-0.00buy
Addison Advisors LLC13,65113,687+360.040.03-0.00buy
FLPUTNAM INVESTMENT MANAGEMENT CO17,47717,466-110.000.00-0.00sell
D'Orazio & Associates, Inc.30,47230,423-490.050.04-0.00sell
Financial Management Professionals, Inc.1,061984-770.000.00-0.00sell
MISSION WEALTH MANAGEMENT, LP10,49210,411-810.000.00-0.00sell
Westend Capital Management, LLC24,82824,738-900.080.08+0.00sell
RIVERSEDGE ADVISORS, LLC29,42629,287-1390.060.05-0.00sell
Choate Investment Advisors17,13616,925-2110.000.00-0.00sell
TOMPKINS FINANCIAL CORP377120-2570.000.00-0.00sell
Atlantic Private Wealth, LLC1,2651,000-2650.010.01-0.00sell
GRIMES & COMPANY, INC.27,13926,792-3470.010.01+0.00sell
NATURAL INVESTMENTS, LLC32,82832,432-3960.100.09-0.01sell
PINNACLE ASSOCIATES LTD129,955129,531-4240.020.02-0.00sell
Ellevest, Inc.20,42219,956-4660.030.03-0.00sell
Snider Financial Group24,49623,996-5000.080.08+0.01sell
Dorsey & Whitney Trust CO LLC116,781116,144-6370.070.07-0.00sell
GREENLEAF TRUST96,68995,992-6970.010.01+0.00sell
Csenge Advisory Group24,32623,538-7880.010.01-0.00sell
LEUTHOLD GROUP, LLC67,87366,999-8740.090.08-0.01sell
Stratos Investment Management, LLC16,87015,970-9000.010.01-0.00sell
ENTERPRISE FINANCIAL SERVICES CORP16,08315,096-9870.100.09-0.01sell
Global Trust Asset Management, LLC25,51024,510-1,0000.120.11-0.01sell
GeoWealth Management, LLC22,41021,363-1,0470.010.01-0.00sell
Freestone Capital Holdings, LLC14,03212,901-1,1310.000.00-0.00sell
Procyon Advisors, LLC17,66016,387-1,2730.010.01-0.00sell
GFS Advisors, LLC27,35826,000-1,3580.040.04-0.00sell
REGIONS FINANCIAL CORP83,75982,371-1,3880.010.01-0.00sell
Impact Capital Partners LLC22,39520,759-1,6360.080.07-0.01sell
BAKER TILLY WEALTH MANAGEMENT, LLC17,91316,269-1,6440.050.04-0.01sell
Syverson Strege & Co28,11026,448-1,6620.080.07-0.01sell
Arlington Capital Management, Inc.340,204338,496-1,7082.452.15-0.30sell
Capital World Investors111,312109,011-2,3010.000.00-0.00sell
Samalin Investment Counsel, LLC16,65213,982-2,6700.070.06-0.01sell
HORIZON KINETICS ASSET MANAGEMENT LLC65,06062,310-2,7500.010.01-0.00sell
Steamboat Capital Partners, LLC903,926900,000-3,9262.912.52-0.39sell
Capital Research Global Investors196,637192,570-4,0670.000.00-0.00sell
B. Riley Wealth Advisors, Inc.21,41415,662-5,7520.010.01-0.00sell
WEALTH ALLIANCE, LLC43,78537,935-5,8500.050.04-0.01sell
American Trust Investment Advisors, LLC222,925215,580-7,3451.401.34-0.05sell
Verdence Capital Advisors LLC170,643162,405-8,2380.120.11-0.01sell
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