KAMAN Corp - 483548103
Detailed investor-level table based on 13F positions.
Early Q2 2024 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 3,192,215 | 146,426 | 0.0% | 0.0% | 1 | +138,329 | 4.53% | Q1 2024 | May 10, 2024 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 2,351,287 | 107,853 | 1.09% | 0.64% | 2 | -134,981 | -5.43% | Q1 2024 | May 14, 2024 |
| STATE STREET CORP | History | Added to | 1,636,776 | 75,404 | 0.0% | 0.0% | 3 | +152,224 | 10.25% | Q1 2024 | May 15, 2024 |
| GABELLI FUNDS LLC | History | Added to | 1,186,781 | 54,437 | 0.4% | 0.17% | 4 | +259,881 | 28.04% | Q1 2024 | May 14, 2024 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 877,560 | 40,253 | 0.01% | 0.01% | 5 | -445,396 | -33.67% | Q1 2024 | May 10, 2024 |
| MORGAN STANLEY | History | Added to | 686,568 | 31,492 | 0.0% | 0.0% | 6 | +205,985 | 42.86% | Q1 2024 | Oct 17, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 614,485 | 28,190 | 0.0% | 0.0% | 7 | +6,534 | 1.07% | Q1 2024 | May 13, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 513,252 | 23,542 | 0.01% | 0.0% | 8 | -24,894 | -4.63% | Q1 2024 | May 09, 2024 |
| AQR Arbitrage LLC | History | New | 474,334 | 21,757 | 0.76% | — | 9 | +474,334 | New | Q1 2024 | May 15, 2024 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 385,754 | 17,694 | 0.01% | 0.0% | 10 | +272,859 | 241.69% | Q1 2024 | May 15, 2024 |
| Bank of New York Mellon Corp | History | Reduced | 342,558 | 15,713 | 0.0% | 0.0% | 11 | -1,782 | -0.52% | Q1 2024 | Apr 25, 2024 |
| JANUS HENDERSON GROUP PLC | History | Added to | 297,210 | 13,631 | 0.01% | 0.0% | 12 | +286,118 | 2579.5% | Q1 2024 | May 15, 2024 |
| Qube Research & Technologies Ltd | History | New | 296,736 | 13,611 | 0.02% | — | 13 | +296,736 | New | Q1 2024 | May 14, 2024 |
| NORTHERN TRUST CORP | History | Reduced | 295,480 | 13,553 | 0.0% | 0.0% | 14 | -224 | -0.08% | Q1 2024 | May 14, 2024 |
| Invesco Ltd. | History | Reduced | 289,696 | 13,288 | 0.0% | 0.0% | 15 | -48,357 | -14.3% | Q1 2024 | May 14, 2024 |
| UBS Group AG | History | Reduced | 242,016 | 11,101 | 0.0% | 0.0% | 16 | -410,121 | -62.89% | Q1 2024 | May 13, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 176,115 | 8,078 | 0.17% | 0.11% | 17 | -36,655 | -17.23% | Q1 2024 | May 15, 2024 |
| GOLDMAN SACHS GROUP INC | History | Added to | 167,444 | 7,680 | 0.0% | 0.0% | 18 | +80,331 | 92.21% | Q1 2024 | May 15, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 146,944 | 6,740 | 0.0% | 0.0% | 19 | -140 | -0.1% | Q1 2024 | Apr 29, 2024 |
| Man Group plc | History | Added to | 105,813 | 4,853 | 0.01% | 0.0% | 20 | +72,467 | 217.32% | Q1 2024 | May 15, 2024 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 98,178 | 4,503 | 0.0% | 0.0% | 21 | -4,815 | -4.68% | Q1 2024 | May 14, 2024 |
| Legal & General Group Plc | History | Reduced | 97,397 | 4,467 | 0.0% | 0.0% | 22 | -7,488 | -7.14% | Q1 2024 | May 29, 2025 |
| MACQUARIE GROUP LTD | History | Reduced | 92,046 | 4,222 | 0.0% | 0.0% | 23 | -2,790 | -2.94% | Q1 2024 | May 14, 2024 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 82,440 | 3,781 | 0.0% | 0.0% | 24 | -41,758 | -33.62% | Q1 2024 | May 15, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 79,186 | 3,632 | 0.01% | 0.0% | 25 | -12,725 | -13.84% | Q1 2024 | Mar 18, 2025 |
| RHUMBLINE ADVISERS | History | Reduced | 75,667 | 3,470 | 0.0% | 0.0% | 26 | -1,657 | -2.14% | Q1 2024 | May 09, 2024 |
| Russell Investments Group, Ltd. | History | Reduced | 68,788 | 3,155 | 0.0% | 0.01% | 27 | -278,086 | -80.17% | Q1 2024 | May 08, 2024 |
| JPMORGAN CHASE & CO | History | Reduced | 59,574 | 2,732 | 0.0% | 0.0% | 28 | -97,012 | -61.95% | Q1 2024 | Dec 26, 2024 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 58,566 | 2,686 | 0.02% | 0.01% | 29 | 0 | 0.0% | Q1 2024 | May 14, 2024 |
| CITIGROUP INC | History | Added to | 56,385 | 2,586 | 0.0% | 0.0% | 30 | +19,941 | 54.72% | Q1 2024 | May 10, 2024 |
| Swiss National Bank | History | No change | 50,100 | 2,298 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2024 | May 07, 2024 |
| Centiva Capital, LP | History | Added to | 50,022 | 2,294 | 0.06% | 0.01% | 32 | +41,027 | 456.11% | Q1 2024 | May 15, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 48,322 | 2,216 | 0.03% | — | 33 | +48,322 | New | Q1 2024 | May 13, 2024 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 38,192 | 1,751 | 0.0% | 0.0% | 34 | -8,162 | -17.61% | Q1 2024 | May 01, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 37,822 | 1,735 | 0.0% | 0.0% | 35 | -42,900 | -53.15% | Q1 2024 | May 13, 2024 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 35,000 | 1,605 | 0.0% | 0.0% | 36 | -51,000 | -59.3% | Q1 2024 | May 15, 2024 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 33,282 | 1,526 | 0.0% | 0.0% | 37 | +2,410 | 7.81% | Q1 2024 | May 14, 2024 |
| BARCLAYS PLC | History | Reduced | 32,148 | 1,474 | 0.0% | 0.0% | 38 | -34,818 | -51.99% | Q1 2024 | Mar 24, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 32,063 | 1,470 | 0.0% | 0.0% | 39 | -37,155 | -53.68% | Q1 2024 | May 14, 2024 |
| UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 31,082 | 1,425 | 0.0% | 0.0% | 40 | +7,543 | 32.04% | Q1 2024 | May 15, 2024 |
| SEI INVESTMENTS CO | History | Reduced | 30,841 | 1,414 | 0.0% | 0.0% | 41 | -50,508 | -62.09% | Q1 2024 | May 07, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,328 | 1,299 | 0.0% | 0.0% | 42 | +10,837 | 61.96% | Q1 2024 | May 07, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 28,076 | 1,287 | 0.01% | 0.0% | 43 | +12,852 | 84.42% | Q1 2024 | May 06, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,705 | 1,179 | 0.0% | 0.0% | 44 | -1,539 | -5.65% | Q1 2024 | May 16, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 24,972 | 1,145 | 0.0% | — | 45 | +24,972 | New | Q1 2024 | May 15, 2024 |
| Verition Fund Management LLC | History | New | 24,081 | 1,104 | 0.01% | — | 46 | +24,081 | New | Q1 2024 | May 14, 2024 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 19,075 | 874 | 0.0% | 0.0% | 47 | +5,488 | 40.39% | Q1 2024 | May 15, 2024 |
| MARSHALL WACE, LLP | History | Reduced | 18,200 | 834 | 0.0% | 0.0% | 48 | -32,363 | -64.01% | Q1 2024 | May 15, 2024 |
| Illinois Municipal Retirement Fund | History | No change | 16,414 | 753 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2024 | May 07, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 14,310 | 656 | 0.01% | 0.04% | 50 | -66,228 | -82.23% | Q1 2024 | May 15, 2024 |
| MetLife Investment Management, LLC | History | Added to | 14,051 | 644 | 0.0% | 0.77% | 51 | +385 | 2.82% | Q1 2024 | May 14, 2024 |
| Louisiana State Employees Retirement System | History | Reduced | 14,000 | 642 | 0.01% | 0.01% | 52 | -100 | -0.71% | Q1 2024 | Apr 23, 2024 |
| DEUTSCHE BANK AG\ | History | Reduced | 13,916 | 638 | 0.0% | 0.0% | 53 | -2,170 | -13.49% | Q1 2024 | Jun 02, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 13,593 | 623 | 0.0% | 0.0% | 54 | -379 | -2.71% | Q1 2024 | May 10, 2024 |
| Blackstone Inc. | History | New | 13,416 | 615 | 0.0% | — | 55 | +13,416 | New | Q1 2024 | May 15, 2024 |
| FRANKLIN RESOURCES INC | History | Reduced | 13,375 | 613 | 0.0% | 0.0% | 56 | -296 | -2.17% | Q1 2024 | May 13, 2024 |
| Pictet Asset Management Holding SA | History | New | 13,101 | 600 | 0.0% | — | 57 | +13,101 | New | Q1 2024 | May 14, 2024 |
| CITADEL ADVISORS LLC | History | Reduced | 12,808 | 587 | 0.0% | 0.0% | 58 | -303,477 | -95.95% | Q1 2024 | May 15, 2024 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,752 | 584 | 0.01% | 0.0% | 59 | -1,350 | -9.57% | Q1 2024 | Apr 26, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 11,853 | 543 | 0.0% | 0.0% | 60 | +3,011 | 34.05% | Q1 2024 | May 13, 2024 |
| COMERICA BANK | History | Reduced | 11,779 | 540 | 0.0% | 0.0% | 61 | -1,351 | -10.29% | Q1 2024 | May 16, 2024 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 11,347 | 520 | 0.0% | 0.0% | 62 | -1,097 | -8.82% | Q1 2024 | May 09, 2024 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 11,177 | 512 | 0.0% | — | 63 | +11,177 | New | Q1 2024 | May 13, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 10,770 | 494 | 0.0% | 0.0% | 64 | -17,252 | -61.57% | Q1 2024 | Oct 08, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,544 | 483 | 0.0% | 0.0% | 65 | -323 | -2.97% | Q1 2024 | May 14, 2024 |
| Maryland State Retirement & Pension System | History | Reduced | 10,200 | 467 | 0.01% | 0.01% | 66 | -194 | -1.87% | Q1 2024 | Apr 19, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,245 | 424 | 0.0% | 0.0% | 67 | -16,686 | -64.35% | Q1 2024 | Feb 07, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,758 | 357 | 0.0% | 0.0% | 68 | -972 | -11.13% | Q1 2024 | May 02, 2024 |
| State of Tennessee, Treasury Department | History | Reduced | 7,658 | 351 | 0.0% | 0.0% | 69 | -32,229 | -80.8% | Q1 2024 | May 14, 2024 |
| GUGGENHEIM CAPITAL LLC | History | New | 7,557 | 346 | 0.0% | — | 70 | +7,557 | New | Q1 2024 | May 14, 2024 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,542 | 345 | 0.01% | 0.0% | 71 | -700 | -8.49% | Q1 2024 | May 03, 2024 |
| Rafferty Asset Management, LLC | History | Reduced | 7,240 | 332 | 0.0% | 0.0% | 72 | -2,340 | -24.43% | Q1 2024 | May 13, 2024 |
| Arizona State Retirement System | History | New | 6,989 | 320 | 0.0% | — | 73 | +6,989 | New | Q1 2024 | May 07, 2024 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,990 | 320 | 0.0% | 0.0% | 74 | +5,886 | 533.15% | Q1 2024 | May 10, 2024 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 6,595 | 302 | 0.0% | 0.01% | 75 | -130,397 | -95.19% | Q1 2024 | May 15, 2024 |
| Creative Planning | History | New | 6,342 | 290 | 0.0% | — | 76 | +6,342 | New | Q1 2024 | May 13, 2024 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 6,113 | 280 | 0.0% | — | 77 | +6,113 | New | Q1 2024 | May 08, 2024 |
| Schonfeld Strategic Advisors LLC | History | New | 6,065 | 278 | 0.0% | — | 78 | +6,065 | New | Q1 2024 | May 15, 2024 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 11,908 | 265 | 0.0% | 0.0% | 79 | -1,101 | -8.46% | Q1 2024 | May 01, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 5,747 | 263 | 0.0% | — | 80 | +5,747 | New | Q1 2024 | May 03, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 11,475 | 262 | 0.0% | — | 81 | +11,475 | New | Q1 2024 | May 08, 2024 |
| ProShare Advisors LLC | History | New | 5,679 | 260 | 0.0% | — | 82 | +5,679 | New | Q1 2024 | May 08, 2024 |
| FIRST TRUST ADVISORS LP | History | New | 5,386 | 247 | 0.0% | — | 83 | +5,386 | New | Q1 2024 | May 13, 2024 |
| BANK OF MONTREAL /CAN/ | History | New | 5,365 | 246 | 0.0% | — | 84 | +5,365 | New | Q1 2024 | May 13, 2024 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 5,343 | 245 | 0.0% | 0.01% | 85 | -87,791 | -94.26% | Q1 2024 | May 15, 2024 |
| Engineers Gate Manager LP | History | Reduced | 4,980 | 228 | 0.01% | 0.02% | 86 | -24,855 | -83.31% | Q1 2024 | May 15, 2024 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 4,877 | 223 | 0.0% | — | 87 | +4,877 | New | Q1 2024 | May 02, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 4,409 | 202 | 0.0% | — | 88 | +4,409 | New | Q1 2024 | May 13, 2024 |
| HighTower Advisors, LLC | History | New | 4,377 | 201 | 0.0% | — | 89 | +4,377 | New | Q1 2024 | May 06, 2024 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 3,556 | 163 | 0.0% | 0.0% | 90 | -1,895 | -34.76% | Q1 2024 | Apr 25, 2024 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,400 | 110 | 0.0% | 0.01% | 91 | -17,901 | -88.18% | Q1 2024 | May 15, 2024 |
| ROYAL BANK OF CANADA | History | Reduced | 2,177 | 100 | 0.0% | 0.0% | 92 | -9,423 | -81.23% | Q1 2024 | Nov 05, 2024 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,134 | 97 | 0.0% | — | 93 | +2,134 | New | Q1 2024 | May 15, 2024 |
| Gradient Investments LLC | History | No change | 1,883 | 86 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2024 | Apr 23, 2024 |
| US BANCORP \DE\ | History | Reduced | 1,121 | 51 | 0.0% | 0.0% | 95 | -5,741 | -83.66% | Q1 2024 | May 08, 2024 |
| FMR LLC | History | Added to | 1,014 | 46 | 0.0% | 0.0% | 96 | +307 | 43.42% | Q1 2024 | May 13, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 739 | 33 | 0.0% | 0.0% | 97 | +57 | 8.36% | Q1 2024 | May 10, 2024 |
| SIGNATUREFD, LLC | History | Added to | 215 | 9 | 0.0% | 0.0% | 98 | +140 | 186.67% | Q1 2024 | May 03, 2024 |
| Leonteq Securities AG | History | Reduced | 145 | 6 | 0.0% | 0.0% | 99 | -154 | -51.51% | Q1 2024 | Mar 11, 2026 |
| Parallel Advisors, LLC | History | New | 78 | 3 | 0.0% | — | 100 | +78 | New | Q1 2024 | May 06, 2024 |
| Farther Finance Advisors, LLC | History | Reduced | 83 | 3 | 0.0% | 0.0% | 101 | -24 | -22.43% | Q1 2024 | May 14, 2024 |
| HARBOUR INVESTMENTS, INC. | History | New | 37 | 1 | 0.0% | — | 102 | +37 | New | Q1 2024 | Jul 22, 2024 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.63% | — | -1,165,577 | -100.0% | Q4 2023 | Feb 14, 2024 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.05% | — | -222,296 | -100.0% | Q4 2023 | Feb 12, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -126,784 | -100.0% | Q4 2023 | Feb 14, 2024 |
| NORGES BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -102,700 | -100.0% | Q4 2023 | Feb 09, 2024 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 8.86% | — | -81,497 | -100.0% | Q4 2023 | Nov 14, 2024 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,134 | -100.0% | Q4 2023 | Feb 14, 2024 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -47,238 | -100.0% | Q4 2023 | Feb 14, 2024 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,610 | -100.0% | Q4 2023 | Feb 14, 2024 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -35,979 | -100.0% | Q4 2023 | Feb 14, 2024 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -31,495 | -100.0% | Q4 2023 | Feb 14, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -30,008 | -100.0% | Q4 2023 | Feb 12, 2024 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,322 | -100.0% | Q4 2023 | Feb 15, 2024 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,308 | -100.0% | Q4 2023 | Feb 09, 2024 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.27% | — | -23,011 | -100.0% | Q4 2023 | Mar 25, 2024 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,158 | -100.0% | Q4 2023 | Feb 02, 2024 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,547 | -100.0% | Q4 2023 | Feb 09, 2024 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -18,197 | -100.0% | Q4 2023 | Oct 21, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,788 | -100.0% | Q4 2023 | Feb 06, 2024 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -10,082 | -100.0% | Q4 2023 | Feb 13, 2024 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,893 | -100.0% | Q4 2023 | Feb 14, 2024 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,768 | -100.0% | Q4 2023 | Feb 14, 2024 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q4 2023 | Feb 14, 2024 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q4 2023 | Jan 25, 2024 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q4 2023 | Feb 12, 2024 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2024 | Aug 09, 2024 |
| UMB Bank, n.a. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2024 | Apr 26, 2024 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2024 | Apr 18, 2024 |