TRIANGLE CAP CORP - 895848109

Detailed investor-level table based on 13F positions.
Early Q2 2018 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q2 2014 · Compare: Q1 2014
13D/13G major owners: Ownership tab.
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
BB&T SECURITIES, LLC History Added to 72,819 20,658 0.05% 0.04% 1 +19,929 37.68% Q2 2014 Jul 11, 2014
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 220,590 6,258 0.29% 0.28% 2 +7,278 3.41% Q2 2014 Jul 21, 2014
BlackRock Group LTD History Reduced 160,866 4,564 0.0% 0.0% 3 -52,986 -24.78% Q2 2014 Aug 06, 2014
Yorktown Management & Research Co Inc History Added to 115,000 3,263 0.61% 0.27% 4 +60,000 109.09% Q2 2014 Jul 23, 2014
Stanley-Laman Group, Ltd. History Added to 101,886 2,891 0.53% 0.43% 5 +6,198 6.48% Q2 2014 Jul 02, 2014
LSV ASSET MANAGEMENT History Added to 90,634 2,571 0.01% 0.0% 6 +12,000 15.26% Q2 2014 Aug 06, 2014
DAVIDSON & GARRARD INC History Added to 86,392 2,451 0.59% 0.54% 7 +2,099 2.49% Q2 2014 Aug 07, 2014
CREDIT SUISSE AG/ History Added to 79,729 2,262 0.0% 0.0% 8 +50,385 171.7% Q2 2014 Aug 11, 2014
LMR Partners LLP History New 76,819 2,180 0.18% 9 +76,819 New Q2 2014 Jul 10, 2014
SHELL ASSET MANAGEMENT CO History Reduced 69,485 1,971 0.03% 0.03% 10 -810 -1.15% Q2 2014 Aug 08, 2014
Sumitomo Mitsui Asset Management Company, LTD History Added to 61,013 1,730 0.05% 0.03% 11 +21,930 56.11% Q2 2014 Jul 14, 2014
BUCKHEAD CAPITAL MANAGEMENT LLC History Reduced 55,328 1,570 0.22% 0.22% 12 -10,972 -16.55% Q2 2014 Aug 08, 2014
VSR Financial Services, Inc. History Reduced 47,340 1,343 0.17% 0.17% 13 -415 -0.87% Q2 2014 Aug 05, 2014
Hamilton Point Investment Advisors, LLC History No change 43,285 1,228 1.14% 1.05% 14 0 0.0% Q2 2014 Jul 30, 2014
BAIRD ROBERT W & CO INC /WI/ History Added to 42,064 1,193 0.02% 0.01% 15 +6,555 18.46% Q2 2014 Aug 08, 2014
DAVENPORT & Co LLC History Added to 40,644 1,153 0.02% 0.02% 16 +3,435 9.23% Q2 2014 Jul 25, 2014
MANNING & NAPIER ADVISORS LLC History Added to 26,810 760 0.21% 0.0% 17 +15,090 128.75% Q2 2014 Jul 28, 2014
Homrich & Berg History Added to 25,973 737 0.08% 0.09% 18 +597 2.35% Q2 2014 Aug 11, 2014
MILLER HOWARD INVESTMENTS INC /NY History Added to 25,177 714 0.01% 0.01% 19 +2,222 9.68% Q2 2014 Jul 31, 2014
ProVise Management Group, LLC History Added to 24,100 684 0.15% 0.14% 20 +2,000 9.05% Q2 2014 Aug 01, 2014
Transamerica Financial Advisors, Inc. History Added to 18,143 514 0.04% 0.04% 21 +2,039 12.66% Q2 2014 Jul 14, 2014
Quotient Investors, LLC History Added to 16,525 469 0.1% 0.1% 22 +425 2.64% Q2 2014 Jul 18, 2014
Ironsides Asset Advisors, LLC History New 15,800 448 0.09% 23 +15,800 New Q2 2014 Aug 05, 2014
BROWN ADVISORY INC History No change 15,129 429 0.0% 0.0% 24 0 0.0% Q2 2014 Aug 08, 2014
BB&T CORP History Added to 14,950 424 0.01% 0.01% 25 +367 2.52% Q2 2014 Jul 21, 2014
IFC Holdings Incorporated/FL History New 12,771 358 0.07% 26 +12,771 New Q2 2014 Jul 22, 2014
Commonwealth Equity Services, Inc History Reduced 11,911 338 0.0% 0.0% 27 -546 -4.38% Q2 2014 Jul 23, 2014
WESPAC Advisors, LLC History Reduced 11,246 319 0.36% 0.46% 28 -9,096 -44.72% Q2 2014 Jul 31, 2014
LPL Financial LLC History Reduced 9,959 283 0.0% 0.0% 29 -657 -6.19% Q2 2014 Aug 05, 2014
DEERE & CO History New 7,685 218 0.01% 30 +7,685 New Q2 2014 Aug 11, 2014
Stratos Wealth Partners, LTD. History New 7,530 213 0.07% 31 +7,530 New Q2 2014 Jul 17, 2014
First Heartland Consultants, Inc. History New 7,240 205 0.09% 32 +7,240 New Q2 2014 Jul 16, 2014
WESTPORT RESOURCES MANAGEMENT INC History Added to 6,403 182 0.05% 0.03% 33 +1,702 36.21% Q2 2014 Jul 31, 2014
FIRST MERCANTILE TRUST CO History No change 5,420 154 0.01% 0.01% 34 0 0.0% Q2 2014 Jul 22, 2014
AMERICAN INTERNATIONAL GROUP INC History Reduced 4,854 137 0.0% 0.0% 35 -18,983 -79.64% Q2 2014 Aug 08, 2014
REILLY FINANCIAL ADVISORS, LLC History New 1,700 48 0.01% 36 +1,700 New Q2 2014 Jul 16, 2014
DIMENSIONAL FUND ADVISORS LP History No change 1,353 38 0.0% 0.0% 37 0 0.0% Q2 2014 Aug 08, 2014
NEW ENGLAND SECURITIES CORP /MA/ History No change 900 26 0.01% 0.01% 38 0 0.0% Q2 2014 Aug 04, 2014
DAVIDSON D A & CO History No change 800 22 0.0% 0.0% 39 0 0.0% Q2 2014 Jul 29, 2014
PNC FINANCIAL SERVICES GROUP, INC. History No change 591 17 0.0% 0.0% 40 0 0.0% Q2 2014 Aug 08, 2014
Focused Wealth Management, Inc History No change 615 17 0.01% 0.01% 41 0 0.0% Q2 2014 Jul 30, 2014
Wunderlich Securities, Inc. History No change 400 11 0.01% 0.01% 42 0 0.0% Q2 2014 Jul 17, 2014
MetLife Securities, Inc History No change 50 1 0.0% 0.0% 43 0 0.0% Q2 2014 Aug 04, 2014
BlackRock Fund Advisors History Closed out 0 0 0.01% -686,998 -100.0% Q1 2014 May 02, 2014
UBS AG History Closed out 0 0 0.01% -580,675 -100.0% Q1 2014 May 16, 2014
STATE STREET CORP History Closed out 0 0 0.0% -498,602 -100.0% Q1 2014 May 15, 2014
Greenwich Investment Management, Inc. History Closed out 0 0 7.17% -435,243 -100.0% Q1 2014 May 15, 2014
Robeco Institutional Asset Management B.V. History Closed out 0 0 0.08% -384,422 -100.0% Q1 2014 May 07, 2014
Opus Capital Group, LLC History Closed out 0 0 0.66% -358,391 -100.0% Q1 2014 Apr 30, 2014
BlackRock Institutional Trust Company, N.A. History Closed out 0 0 0.0% -337,266 -100.0% Q1 2014 May 02, 2014
NORTHERN TRUST CORP History Closed out 0 0 0.0% -319,787 -100.0% Q1 2014 May 14, 2014
WELLS FARGO & COMPANY/MN History Closed out 0 0 0.0% -251,975 -100.0% Q1 2014 May 15, 2014
MORGAN STANLEY History Closed out 0 0 0.0% -225,683 -100.0% Q1 2014 May 13, 2014
Invesco Ltd. History Closed out 0 0 0.0% -190,754 -100.0% Q1 2014 May 15, 2014
TWO SIGMA INVESTMENTS LLC History Closed out 0 0 0.02% -162,853 -100.0% Q1 2014 May 15, 2014
TIAA CREF INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -142,900 -100.0% Q1 2014 May 13, 2014
RAYMOND JAMES & ASSOCIATES History Closed out 0 0 0.02% -118,619 -100.0% Q1 2014 May 13, 2014
VANGUARD GROUP INC History Closed out 0 0 0.0% -103,058 -100.0% Q1 2014 May 13, 2014
Bank of New York Mellon Corp History Closed out 0 0 0.0% -98,115 -100.0% Q1 2014 May 14, 2014
BlackRock Investment Management, LLC History Closed out 0 0 0.0% -94,479 -100.0% Q1 2014 May 02, 2014
CONNORS INVESTOR SERVICES INC History Closed out 0 0 0.54% -86,199 -100.0% Q1 2014 May 14, 2014
ROYAL BANK OF CANADA History Closed out 0 0 0.0% -78,280 -100.0% Q1 2014 May 15, 2014
SYSTEMATIC FINANCIAL MANAGEMENT LP History Closed out 0 0 0.01% -66,395 -100.0% Q1 2014 Aug 11, 2014
BANK OF AMERICA CORP /DE/ History Closed out 0 0 0.0% -65,357 -100.0% Q1 2014 May 15, 2014
GOLDMAN SACHS GROUP INC History Closed out 0 0 0.0% -63,380 -100.0% Q1 2014 May 15, 2014
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Closed out 0 0 0.01% -60,100 -100.0% Q1 2014 May 15, 2014
Janney Montgomery Scott LLC History Closed out 0 0 0.04% -57,446 -100.0% Q1 2014 May 14, 2014
VAN ECK ASSOCIATES CORP History Closed out 0 0 0.01% -55,658 -100.0% Q1 2014 May 08, 2014
TWO SIGMA ADVISERS, LLC History Closed out 0 0 0.01% -55,555 -100.0% Q1 2014 May 15, 2014
RUSSELL FRANK CO/ History Closed out 0 0 0.0% -53,350 -100.0% Q1 2014 May 16, 2014
STEPHENS INC /AR/ History Closed out 0 0 0.07% -50,199 -100.0% Q1 2014 May 13, 2014
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Closed out 0 0 0.0% -50,100 -100.0% Q1 2014 May 08, 2014
Advisors Asset Management, Inc. History Closed out 0 0 0.02% -46,255 -100.0% Q1 2014 May 15, 2014
TEACHERS ADVISORS INC History Closed out 0 0 0.0% -45,387 -100.0% Q1 2014 May 13, 2014
Highmount Capital, LLC History Closed out 0 0 0.27% -44,390 -100.0% Q1 2014 May 13, 2014
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 0.0% -43,200 -100.0% Q1 2014 May 13, 2014
SCHWAB CHARLES INVESTMENT MANAGEMENT INC History Closed out 0 0 0.0% -41,800 -100.0% Q1 2014 Apr 29, 2014
PDT Partners, LLC History Closed out 0 0 0.02% -39,229 -100.0% Q1 2014 May 15, 2014
ADVISORY RESEARCH INC History Closed out 0 0 0.01% -39,083 -100.0% Q1 2014 May 15, 2014
RHUMBLINE ADVISERS History Closed out 0 0 0.0% -37,376 -100.0% Q1 2014 May 06, 2014
CITADEL ADVISORS LLC History Closed out 0 0 1.39% -37,341 -100.0% Q1 2014 Aug 08, 2014
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -36,538 -100.0% Q1 2014 May 15, 2014
DEUTSCHE BANK AG\ History Closed out 0 0 0.0% -32,957 -100.0% Q1 2014 May 15, 2014
OPTIMUM INVESTMENT ADVISORS History Closed out 0 0 0.31% -32,365 -100.0% Q1 2014 May 01, 2014
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Closed out 0 0 0.01% -32,250 -100.0% Q1 2014 May 08, 2014
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -28,000 -100.0% Q1 2014 May 14, 2014
ProShare Advisors LLC History Closed out 0 0 0.01% -27,888 -100.0% Q1 2014 May 07, 2014
Swiss National Bank History Closed out 0 0 0.0% -27,000 -100.0% Q1 2014 May 06, 2014
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -26,527 -100.0% Q1 2014 May 15, 2014
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Closed out 0 0 0.0% -26,277 -100.0% Q1 2014 Apr 24, 2014
Jefferies Group LLC History Closed out 0 0 0.01% -25,660 -100.0% Q1 2014 May 16, 2014
Triangle Securities Wealth Management History Closed out 0 0 0.64% -25,420 -100.0% Q1 2014 Apr 14, 2014
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.01% -22,900 -100.0% Q1 2014 May 14, 2014
ALPS ADVISORS INC History Closed out 0 0 0.01% -22,497 -100.0% Q1 2014 May 15, 2014
METROPOLITAN LIFE INSURANCE CO/NY History Closed out 0 0 0.0% -22,208 -100.0% Q1 2014 May 05, 2014
STIFEL FINANCIAL CORP History Closed out 0 0 0.01% -22,180 -100.0% Q1 2014 May 15, 2014
SUNTRUST BANKS INC History Closed out 0 0 0.0% -21,999 -100.0% Q1 2014 May 14, 2014
Nationwide Fund Advisors History Closed out 0 0 0.0% -21,431 -100.0% Q1 2014 May 09, 2014
LEGAL & GENERAL GROUP PLC History Closed out 0 0 0.0% -21,380 -100.0% Q1 2014 May 14, 2014
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -21,034 -100.0% Q1 2014 May 15, 2014
GEODE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -20,011 -100.0% Q1 2014 May 14, 2014
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.02% -19,740 -100.0% Q1 2014 May 15, 2014
ING INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -17,600 -100.0% Q1 2014 May 15, 2014
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Closed out 0 0 0.0% -16,525 -100.0% Q1 2014 Apr 18, 2014
AQR CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -15,224 -100.0% Q1 2014 May 15, 2014
Ativo Capital Management LLC History Closed out 0 0 0.15% -14,428 -100.0% Q1 2014 May 15, 2014
BLACKROCK ADVISORS LLC History Closed out 0 0 10.5% -14,314 -100.0% Q1 2014 Jun 05, 2014
CITIGROUP INC History Closed out 0 0 0.0% -13,623 -100.0% Q1 2014 May 15, 2014
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -13,300 -100.0% Q1 2014 Apr 22, 2014
Counsel Portfolio Services Inc. History Closed out 0 0 0.03% -13,300 -100.0% Q1 2014 May 14, 2014
KCG Holdings, Inc. History Closed out 0 0 0.0% -11,872 -100.0% Q1 2014 May 15, 2014
Allianz Asset Management AG History Closed out 0 0 0.0% -11,714 -100.0% Q1 2014 May 28, 2014
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC History Closed out 0 0 0.0% -11,268 -100.0% Q1 2014 May 23, 2014
PARAMETRIC PORTFOLIO ASSOCIATES LLC History Closed out 0 0 0.0% -10,819 -100.0% Q1 2014 May 13, 2014
JPMORGAN CHASE & CO History Closed out 0 0 0.0% -9,154 -100.0% Q1 2014 May 15, 2014
Creative Planning History Closed out 0 0 0.0% -8,199 -100.0% Q1 2014 Apr 11, 2014
Airain ltd History Closed out 0 0 0.04% -7,801 -100.0% Q1 2014 May 13, 2014
AMERIPRISE FINANCIAL INC History Closed out 0 0 0.0% -7,224 -100.0% Q1 2014 May 14, 2014
LADENBURG THALMANN FINANCIAL SERVICES INC History Closed out 0 0 0.01% -7,021 -100.0% Q1 2014 May 15, 2014
Partnervest Advisory Services LLC History Closed out 0 0 0.06% -5,263 -100.0% Q1 2014 May 12, 2014
National Asset Management, Inc. History Closed out 0 0 0.04% -4,966 -100.0% Q1 2014 May 02, 2014
Quantbot Technologies LP History Closed out 0 0 0.02% -3,600 -100.0% Q1 2014 May 21, 2014
US BANCORP \DE\ History Closed out 0 0 0.0% -2,700 -100.0% Q1 2014 May 14, 2014
Index Management Solutions, LLC History Closed out 0 0 0.01% -2,478 -100.0% Q1 2014 May 15, 2014
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -1,750 -100.0% Q1 2014 May 15, 2014
GREAT WEST LIFE ASSURANCE CO /CAN/ History Closed out 0 0 0.0% -1,583 -100.0% Q1 2014 May 01, 2014
BNP PARIBAS ARBITRAGE, SA History Closed out 0 0 0.0% -1,494 -100.0% Q1 2014 May 13, 2014
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -1,014 -100.0% Q1 2014 May 01, 2014
Tower Research Capital LLC History Closed out 0 0 0.0% -982 -100.0% Q1 2014 May 02, 2014
BlackRock Inc. History Closed out 0 0 0.0% -774 -100.0% Q1 2014 May 02, 2014
SIGNATUREFD, LLC History Closed out 0 0 0.01% -595 -100.0% Q1 2014 May 16, 2014
EARNEST PARTNERS LLC History Closed out 0 0 0.0% -500 -100.0% Q1 2014 May 15, 2014
TURNER INVESTMENTS, L.P. History Closed out 0 0 0.0% -400 -100.0% Q1 2014 May 12, 2014
FIRST MANHATTAN CO History Closed out 0 0 0.0% -202 -100.0% Q1 2014 May 16, 2014
WFG Advisors, LP History Closed out 0 0 0.0% -155 -100.0% Q1 2014 Apr 24, 2014