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TriState Capital Holdings, Inc.

TSCDelisted Jun 1, 2022
Industry
State Commercial Banks
SEC CIK
0001380846

TriState Capital Holdings, Inc. was delisted on Jun 1, 2022; its insiders filed their last Form 4 on Jun 2, 2022; 153 institutions reported holding it in 13F filings for Q1 2022, worth $875.6M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in TriState Capital Holdings, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
129
+5 vs. Q2 2021
Shares held
25.4M
+166.4K (+0.7%) vs. Q2 2021
Total value
$538.7M
+$24.0M (+4.7%) vs. Q2 2021
New holders
9
39 more added
Sold out
4
48 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TSC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 129 institutions
Q1 2021: 140 institutionsQ2 2021: 124 institutionsQ3 2021: 129 institutionsQ4 2021: 153 institutionsQ1 2022: 153 institutionsQ2 2022: 2 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $538.7M
Q1 2021: $586.1MQ2 2021: $514.8MQ3 2021: $538.7MQ4 2021: $778.6MQ1 2022: $875.6MQ2 2022: $2.30MQ3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding TSC and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20222$2.30M
Q1 2022153$875.6M
Q4 2021153$778.6M
Q3 2021129$538.7M
Q2 2021124$514.8M
Q1 2021140$586.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding TriState Capital Holdings, Inc.; share changes are against Q2 2021.

Institutions holding TSC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Federated Hermes, Inc.38$1.00K0.00%00.0%Unchanged
Aua Capital Management, LLC36$1.00K0.00%00.0%Unchanged
Signaturefd, LLC53$1.00K0.00%+53New
Captrust Financial Advisors103$2.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co250$5.00K0.00%00.0%Unchanged
FMR LLC319$7.00K0.00%+20+6.7%Added
Quadrant Capital Group LLC523$11.0K0.00%00.0%Unchanged
Systematic Alpha Investments, LLC610$18.0K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.1,200$25.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,228$26.0K0.00%−5,103−80.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)1,282$27.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,414$30.0K0.00%00.0%Unchanged
Great West Life Assurance Co1,573$33.0K0.00%00.0%Unchanged
Quantbot Technologies LP2,162$45.0K0.00%−300−12.2%Reduced
Advisor Group Holdings, Inc.2,258$47.0K0.00%+341+17.8%Added
Ameritas Investment Partners, Inc.2,329$49.0K0.00%00.0%Unchanged
Arlington Partners LLC3,323$70.0K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.3,500$74.0K0.00%00.0%Unchanged
US Bancorp3,750$79.0K0.00%−1,012−21.3%Reduced
Shell Asset Management Co6,457$137.0K0.00%−250−3.7%Reduced
Metropolitan Life Insurance Co8,223$173.9K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA8,275$175.0K0.00%+4,160+101.1%Added
Legal & General Group Plc9,687$204.0K0.00%+6,808+236.5%Added
Rafferty Asset Management, LLC10,233$216.0K0.00%−7,945−43.7%Reduced
Citigroup Inc10,820$229.0K0.00%−7,326−40.4%Reduced
Alliancebernstein L.P.10,928$231.0K0.00%−1,400−11.4%Reduced
HighTower Advisors, LLC11,217$238.0K0.00%−2,486−18.1%Reduced
MetLife Investment Management11,422$241.6K0.00%00.0%Unchanged
Voya Investment Management LLC11,603$245.0K0.00%00.0%Unchanged
AQR Capital Management LLC11,662$247.0K0.00%−27,680−70.4%Reduced
M&T Bank Corp11,969$252.0K0.00%−78−0.6%Reduced
SEI Investments Co12,241$262.0K0.00%+142+1.2%Added
UBS Group AG13,886$293.0K0.00%−6,560−32.1%Reduced
Franklin Resources Inc14,513$307.0K0.00%00.0%Unchanged
HRT Financial LP14,565$308.0K0.00%+14,565New
Boenning & Scattergood, Inc.15,000$317.0K0.06%00.0%Unchanged
American International Group, Inc.15,840$335.0K0.00%−376−2.3%Reduced
Janney Montgomery Scott LLC16,000$338.0K0.00%00.0%Unchanged
NJ State Employees Deferred Compensation Plan16,000$338.0K0.05%00.0%Unchanged
Manufacturers Life Insurance Company, The16,829$356.0K0.00%−884−5.0%Reduced
TownSquare Capital, LLC16,811$356.0K0.01%+16,811New
First Eagle Investment Management, LLC17,692$374.0K0.00%+15,300+639.6%Added
Veritable, L.P.18,334$388.0K0.01%00.0%Unchanged
ExodusPoint Capital Management, LP18,808$398.0K0.01%+6,751+56.0%Added
Winton Group Ltd18,871$399.0K0.02%−1,987−9.5%Reduced
Russell Investments Group, Ltd.19,096$403.0K0.00%−5,427−22.1%Reduced
SG Americas Securities, LLC19,251$407.0K0.00%+19,251New
Oxbow Advisors, LLC19,688$416.0K0.04%00.0%Unchanged
Wells Fargo & Company20,869$441.0K0.00%+8,765+72.4%Added
Credit Suisse AG20,904$443.0K0.00%+4,771+29.6%Added
Engineers Gate Manager LP21,392$452.0K0.03%−244−1.1%Reduced
New York State Common Retirement Fund21,429$453.0K0.00%−2,600−10.8%Reduced
Staley Capital Advisers Inc21,950$464.0K0.02%+21,950New
LPL Financial LLC23,197$491.0K0.00%+2,530+12.2%Added
Stratos Wealth Partners, LTD.24,483$518.0K0.01%−502−2.0%Reduced
UBS Asset Management Americas Inc27,341$578.3K0.00%00.0%Unchanged
Los Angeles Capital Management LLC27,905$590.0K0.00%−2,730−8.9%Reduced
Mesirow Financial Investment Management, Inc.28,212$597.0K1.76%−823−2.8%Reduced
Prudential Financial Inc34,199$663.0K0.00%−10,924−24.2%Reduced
Morgan Stanley32,922$696.0K0.00%−17,238−34.4%Reduced
Commonwealth Equity Services, LLC32,961$697.0K0.00%+14,478+78.3%Added
Ancora Advisors, LLC34,253$724.0K0.02%00.0%Unchanged
Schneider Downs Wealth Management Advisors, LP34,390$727.0K0.19%00.0%Unchanged
Ameriprise Financial Inc35,019$740.0K0.00%+5,000+16.7%Added
Acadian Asset Management LLC35,053$741.0K0.00%−14,330−29.0%Reduced
RMB Capital Management, LLC36,415$770.0K0.03%00.0%Unchanged
California State Teachers Retirement System39,223$830.0K0.00%−583−1.5%Reduced
Algert Global LLC41,065$869.0K0.12%+12,880+45.7%Added
JPMorgan Chase & Co41,682$881.0K0.00%−1,936−4.4%Reduced
Rhumbline Advisers41,765$883.0K0.00%+940+2.3%Added
Millennium Management LLC44,013$931.0K0.00%−6,452−12.8%Reduced
Barclays PLC45,491$962.0K0.00%+12,582+38.2%Added
Perritt Capital Management Inc45,900$971.0K0.53%00.0%Unchanged
Norges Bank47,900$1.01M0.00%+47,900New
Pacific Ridge Capital Partners, LLC48,860$1.03M0.19%+1,900+4.0%Added
Parametric Portfolio Associates LLC52,117$1.10M0.00%−257−0.5%Reduced
Cornercap Investment Counsel Inc52,769$1.12M0.13%+52,769New
First Trust Advisors LP53,936$1.14M0.00%+36,741+213.7%Added
Raymond James & Associates56,533$1.20M0.00%+3,611+6.8%Added
Carroll Financial Associates, Inc.59,550$1.26M0.07%+57,950+3,621.9%Added
Swiss National Bank61,938$1.31M0.00%00.0%Unchanged
American Century Companies Inc63,879$1.35M0.00%+8,147+14.6%Added
Two Sigma Investments, LP65,334$1.38M0.00%−15,165−18.8%Reduced
Skylands Capital, LLC67,091$1.42M0.18%+67,091New
Prelude Capital Management, LLC67,844$1.44M0.08%+67,844New
Two Sigma Advisers, LP75,100$1.59M0.00%−17,100−18.5%Reduced
Sippican Capital Advisors75,206$1.59M1.38%+150+0.2%Added
Premier Fund Managers Ltd74,200$1.60M0.05%00.0%Unchanged
Invesco Ltd.82,613$1.75M0.00%+3,791+4.8%Added
Emerald Mutual Fund Advisers Trust88,145$1.86M0.06%00.0%Unchanged
Renaissance Technologies LLC88,200$1.86M0.00%+1,600+1.8%Added
Gsa Capital Partners LLP92,328$1.95M0.20%−2,420−2.6%Reduced
Royal Bank of Canada105,439$2.23M0.00%−77,520−42.4%Reduced
Citadel Advisors LLC117,111$2.48M0.00%+42,132+56.2%Added
Bridgeway Capital Management, LLC122,900$2.60M0.05%00.0%Unchanged
NBW Capital LLC135,074$2.86M0.69%+15,789+13.2%Added
Brandywine Global Investment Management, LLC161,031$3.41M0.03%−980−0.6%Reduced
Stephens Inc179,931$3.81M0.06%+439+0.2%Added
Deutsche Bank AG180,071$3.81M0.00%−470−0.3%Reduced
Bank of America Corp181,620$3.84M0.00%+22,265+14.0%Added