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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, Q4 2021

Institutional positions in TriState Capital Holdings, Inc. as of Dec 31, 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
153
+24 vs. Q3 2021
Shares held
25.7M
+313.0K (+1.2%) vs. Q3 2021
Total value
$778.6M
+$239.8M (+44.5%) vs. Q3 2021
New holders
51
32 more added
Sold out
27
48 more reduced

Compare with Q3 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 holdersQ4 2021: 153 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 heldQ4 2021: $778.6M
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, Q4 2021

Shares, value and share of portfolio for each institution holding TriState Capital Holdings, Inc.; share changes are against Q3 2021.

Institutions holding TSC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Aua Capital Management, LLC10$00.00%−26−72.2%Reduced
Covestor Ltd9$00.00%+9New
Signaturefd, LLC53$2.00K0.00%00.0%Unchanged
Captrust Financial Advisors103$3.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co250$8.00K0.00%00.0%Unchanged
FMR LLC319$10.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)519$16.0K0.00%−709−57.7%Reduced
Quadrant Capital Group LLC530$16.0K0.00%+7+1.3%Added
Aquatic Capital Management LLC800$24.0K0.05%+800New
Great West Life Assurance Co1,573$47.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,835$56.0K0.00%−423−18.7%Reduced
Carroll Financial Associates, Inc.2,100$63.0K0.00%−57,450−96.5%Reduced
Ameritas Investment Partners, Inc.2,329$70.0K0.00%00.0%Unchanged
US Bancorp2,851$86.0K0.00%−899−24.0%Reduced
Arlington Partners LLC3,323$101.0K0.03%00.0%Unchanged
Mint Tower Capital Management B.V.5,000$151.0K0.03%+5,000New
PenderFund Capital Management Ltd.4,200$161.0K0.04%+4,200New
Shell Asset Management Co5,548$168.0K0.00%−909−14.1%Reduced
Perritt Capital Management Inc5,900$179.0K0.09%−40,000−87.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)6,229$188.0K0.00%+4,947+385.9%Added
Skandinaviska Enskilda Banken AB (publ)6,722$204.0K0.00%+6,722New
United Capital Financial Advisers, LLC7,125$216.0K0.00%+7,125New
Collective Family Office LLC7,172$217.0K0.09%+7,172New
Ameriprise Financial Inc7,190$218.0K0.00%−27,829−79.5%Reduced
Rothschild Investment Corp7,210$218.0K0.02%+7,210New
Diametric Capital, LP7,443$225.0K0.17%+7,443New
Arizona State Retirement System7,585$230.0K0.00%+7,585New
Metropolitan Life Insurance Co8,223$248.8K0.00%00.0%Unchanged
Squarepoint Ops LLC8,597$260.0K0.00%+8,597New
Legal & General Group Plc9,687$293.0K0.00%00.0%Unchanged
Staley Capital Advisers Inc10,000$303.0K0.01%−11,950−54.4%Reduced
State of Wisconsin Investment Board10,800$327.0K0.00%+10,800New
Sphinx Trading, LP10,800$327.0K0.34%+10,800New
Rafferty Asset Management, LLC10,881$329.0K0.00%+648+6.3%Added
HighTower Advisors, LLC11,103$336.0K0.00%−114−1.0%Reduced
Voya Investment Management LLC11,221$340.0K0.00%−382−3.3%Reduced
MetLife Investment Management11,422$345.6K0.00%00.0%Unchanged
Royce & Associates LP11,600$351.0K0.00%−1,338,835−99.1%Reduced
AQR Capital Management LLC12,324$373.0K0.00%+662+5.7%Added
Allianz Asset Management GmbH12,332$373.0K0.00%+12,332New
Jane Street Group, LLC12,528$379.0K0.00%+12,528New
Occudo Quantitative Strategies LP12,657$383.0K0.03%+12,657New
BNP Paribas Arbitrage, SA12,820$387.9K0.00%+4,545+54.9%Added
Royal Bank of Canada12,848$389.0K0.00%−92,591−87.8%Reduced
Stifel Financial Corp13,747$416.0K0.00%+13,747New
1492 Capital Management LLC14,361$435.0K0.22%−239,153−94.3%Reduced
Franklin Resources Inc14,613$443.0K0.00%+100+0.7%Added
Keebeck Alpha, LP15,064$456.0K0.17%+15,064New
Manufacturers Life Insurance Company, The15,364$465.0K0.00%−1,465−8.7%Reduced
American International Group, Inc.15,380$465.0K0.00%−460−2.9%Reduced
Janney Montgomery Scott LLC16,000$484.0K0.00%00.0%Unchanged
NJ State Employees Deferred Compensation Plan16,000$484.0K0.06%00.0%Unchanged
CSS LLC16,504$499.0K0.02%+16,504New
Engineers Gate Manager LP17,190$520.0K0.02%−4,202−19.6%Reduced
Bill Few Associates, Inc.18,000$545.0K0.28%+18,000New
Veritable, L.P.18,334$555.0K0.01%00.0%Unchanged
UBS Group AG18,692$566.0K0.00%+4,806+34.6%Added
Russell Investments Group, Ltd.19,096$577.0K0.00%00.0%Unchanged
Sippican Capital Advisors19,420$588.0K0.50%−55,786−74.2%Reduced
First Eagle Investment Management, LLC19,992$605.0K0.00%+2,300+13.0%Added
New York State Common Retirement Fund21,443$649.0K0.00%+14+0.1%Added
Guggenheim Capital LLC23,160$701.0K0.00%+23,160New
Stratos Wealth Partners, LTD.24,486$741.0K0.02%+30.0%Added
Wells Fargo & Company24,546$742.0K0.00%+3,677+17.6%Added
Gsa Capital Partners LLP25,866$783.0K0.10%−66,462−72.0%Reduced
UBS Asset Management Americas Inc27,341$827.3K0.00%00.0%Unchanged
Citadel Advisors LLC27,418$830.0K0.00%−89,693−76.6%Reduced
Los Angeles Capital Management LLC27,900$844.0K0.00%−50.0%Reduced
Virtu Financial LLC28,957$876.0K0.09%+28,957New
Susquehanna International Group, LLP29,305$887.0K0.00%+29,305New
Commonwealth Equity Services, LLC32,961$997.0K0.00%00.0%Unchanged
Alphasimplex Group, LLC34,869$1.05M1.80%+34,869New
RMB Capital Management, LLC36,415$1.10M0.03%00.0%Unchanged
Polar Asset Management Partners Inc.37,172$1.13M0.01%+37,172New
SG Americas Securities, LLC37,698$1.14M0.01%+18,447+95.8%Added
Canada Pension Plan Investment Board38,600$1.17M0.00%+38,600New
Rhumbline Advisers39,413$1.19M0.00%−2,352−5.6%Reduced
California State Teachers Retirement System39,420$1.19M0.00%+197+0.5%Added
Invesco Ltd.40,678$1.23M0.00%−41,935−50.8%Reduced
Algert Global LLC42,605$1.29M0.16%+1,540+3.8%Added
Tieton Capital Management, LLC43,354$1.31M0.73%−304,395−87.5%Reduced
BCK Capital Management LP44,686$1.35M0.91%+44,686New
ExodusPoint Capital Management, LP44,732$1.35M0.02%+25,924+137.8%Added
First Trust Advisors LP45,176$1.37M0.00%−8,760−16.2%Reduced
Qube Research & Technologies Ltd46,610$1.41M0.01%+46,610New
Sagefield Capital LP48,293$1.46M0.67%+48,293New
Pacific Ridge Capital Partners, LLC48,860$1.48M0.26%00.0%Unchanged
Two Sigma Investments, LP50,821$1.54M0.00%−14,513−22.2%Reduced
Raymond James & Associates51,014$1.54M0.00%−5,519−9.8%Reduced
Credit Suisse AG53,016$1.60M0.00%+32,112+153.6%Added
Glazer Capital, LLC53,276$1.61M0.04%+53,276New
Walleye Capital LLC53,700$1.63M0.05%+53,700New
Parametric Portfolio Associates LLC55,324$1.67M0.00%+3,207+6.2%Added
Kellner Capital, LLC58,300$1.76M0.81%+58,300New
Skylands Capital, LLC58,341$1.76M0.20%−8,750−13.0%Reduced
Schneider Downs Wealth Management Advisors, LP59,445$1.80M0.43%+25,055+72.9%Added
Swiss National Bank61,938$1.87M0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC65,058$1.97M0.02%+65,058New
Two Sigma Advisers, LP70,700$2.14M0.01%−4,400−5.9%Reduced
K2 Principal Fund, L.P.72,144$2.18M0.27%+72,144New