Public record / Tickers / SNY

SNY — Sanofi

Both disclosure regimes on one name: who in Congress filed about SNY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
23
all PTR rows naming SNY
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Hanna, Richard L. · $100K–$250K

Sale · traded 2016-11-17 → filed 2017-01-18. Ranked over every SNY row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SNY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SNY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$15K–$50K
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 23 ↗

Members active in SNY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SNY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$15.0K to $50.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SNY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $15K–$50K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Moore Capital Management $12.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SANOFI SA

Merged timeline of congressional filings and notable-manager moves on SNY
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-05-15Moore Capital Management 13Ftrim−10,004 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SNY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$1.4B1
2MORGAN STANLEY$603M1
3BANK OF AMERICA CORP /DE/$457M1
4FRANKLIN RESOURCES INC$345M1
5Invesco Ltd.$319M1
6BARROW HANLEY MEWHINNEY & STRAUSS LLC$284M1
7FEDERATED HERMES, INC.$229M1
8FMR LLC$193M1
9ENVESTNET ASSET MANAGEMENT INC$186M1
10RAYMOND JAMES FINANCIAL INC$184M1
11BRANDES INVESTMENT PARTNERS, LP$179M1
12Boston Partners$173M1
13MILLENNIUM MANAGEMENT LLC$166M1
14WELLS FARGO & COMPANY/MN$165M1
15BlackRock, Inc.$153M1
16ROYAL BANK OF CANADA$152M1
17EQUITY INVESTMENT CORP$128M1
18Regal Partners Ltd$123M1
19Alyeska Investment Group, L.P.$111M1
20NORTHERN TRUST CORP$110M1
21Connor, Clark & Lunn Investment Management Ltd.$107M1
22LPL Financial LLC$106M1
23AMERICAN CENTURY COMPANIES INC$103M1
24DAVENPORT & Co LLC$100M1
25Nuveen, LLC$92.1M1
26Capital Research Global Investors$80.1M1
27CITADEL ADVISORS LLC$71.7M1
28Vestal Point Capital, LP$67.5M1
29CAUSEWAY CAPITAL MANAGEMENT LLC$51.3M1
30UBS Group AG$47.4M1
31BALYASNY ASSET MANAGEMENT L.P.$40.2M1
32STIFEL FINANCIAL CORP$37.7M1
33FIRST TRUST ADVISORS LP$37.0M1
34Newport Trust Company, LLC$35.6M1
35TODD ASSET MANAGEMENT LLC$32.9M1
36Pictet Asset Management Holding SA$31.7M1
37Janus Henderson Group Ltd.$30.9M1
38TRUIST FINANCIAL CORP$30.3M1
39BROWN ADVISORY INC$30.0M1
40SEI INVESTMENTS CO$28.4M1
41Rockefeller Capital Management L.P.$27.1M1
42OLD MISSION CAPITAL LLC$25.8M1
43ASSETMARK, INC$24.5M1
44BECKER CAPITAL MANAGEMENT INC$23.9M1
45Optiver Holding B.V.$23.8M1
46SUSQUEHANNA INTERNATIONAL GROUP, LLP$22.4M1
47Aberdeen Group plc$22.1M1
48Creative Planning$20.9M1
49M&T BANK CORP$20.6M1
50Federation des caisses Desjardins du Quebec$19.5M1
51GRANDFIELD & DODD, LLC$18.7M1
52Cetera Investment Advisers$17.4M1
53Vident Advisory, LLC$17.0M1
54BANK OF MONTREAL /CAN/$15.7M1
55ADAR1 Capital Management, LLC$15.3M1
56NATIONAL BANK OF CANADA /FI/$14.7M1
57ARMISTICE CAPITAL, LLC$14.5M1
58CHARLES SCHWAB INVESTMENT MANAGEMENT INC$13.2M1
59MML INVESTORS SERVICES, LLC$13.1M1
60Quantinno Capital Management LP$13.1M1
61SPHERA FUNDS MANAGEMENT LTD.$13.0M1
62MOORE CAPITAL MANAGEMENT, LP$12.8M1
63CITIGROUP INC$12.5M1
64Callan Family Office, LLC$11.7M1
65Sio Capital Management, LLC$11.5M1
66TD Waterhouse Canada Inc.$11.5M1
67OPPENHEIMER ASSET MANAGEMENT INC.$11.4M1
68ProVise Management Group, LLC$11.3M1
69Pathstone Holdings, LLC$10.8M1
70GFS Advisors, LLC$10.0M1
71Guardian Partners Inc.$9.9M1
72Beacon Pointe Advisors, LLC$9.4M1
73TOCQUEVILLE ASSET MANAGEMENT L.P.$9.2M1
74EASTERLY INVESTMENT PARTNERS LLC$9.1M1
75Grantham, Mayo, Van Otterloo & Co. LLC$9.1M1
76OSAIC HOLDINGS, INC.$8.8M1
77GQG Partners LLC$7.9M1
78Bleakley Financial Group, LLC$7.6M1
79Fusion Capital, LLC$7.3M1
80&PARTNERS$7.2M1
81Atria Investments, Inc$7.0M1
82Baird Financial Group, Inc.$6.8M1
83Cerity Partners LLC$6.4M1
84Tidal Investments LLC$6.4M1
85COMMONWEALTH EQUITY SERVICES, LLC$6.3M1
86GUARDIAN CAPITAL LP$6.0M1
87Sanctuary Advisors, LLC$5.9M1
88QRG CAPITAL MANAGEMENT, INC.$5.9M1
89DIMENSIONAL FUND ADVISORS LP$5.9M1
90Vestmark Advisory Solutions, Inc.$5.6M1
91Merit Financial Group, LLC$5.6M1
92CWM, LLC$5.5M1
93Allspring Global Investments Holdings, LLC$5.4M1
94HSBC HOLDINGS PLC$5.2M1
95Synergy Asset Management, LLC$5.2M1
96WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.1M1
97SCHRODER INVESTMENT MANAGEMENT GROUP$4.9M1
98Mariner, LLC$4.8M1
99PRIMECAP MANAGEMENT CO/CA/$4.7M1
100Private Advisor Group, LLC$4.7M1
101Voleon Capital Management LP$4.5M1
102RENAISSANCE GROUP LLC$4.5M1
103CIBC Asset Management Inc$4.4M1
104NewEdge Wealth, LLC$4.2M1
105US BANCORP \DE\$4.2M1
106MERCER GLOBAL ADVISORS INC /ADV$4.1M1
107O'SHAUGHNESSY ASSET MANAGEMENT, LLC$4.1M1
108ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.1M1
109Baker Ellis Asset Management LLC$4.0M1
110Steward Partners Investment Advisory, LLC$4.0M1
111Redwood Grove Capital, LLC$3.9M1
112EXENCIAL WEALTH ADVISORS, LLC$3.9M1
113Northwest Bancshares, Inc.$3.9M1
114NewSquare Capital LLC$3.9M1
115Squarepoint Ops LLC$3.9M1
116American Assets Investment Management, LLC$3.9M1
117Manhattan West Asset Management, LLC$3.8M1
118Catalyst Capital Advisors LLC$3.8M1
119AQR CAPITAL MANAGEMENT LLC$3.8M1
120World Investment Advisors$3.8M1
121NewEdge Advisors, LLC$3.7M1
122Corient Private Wealth LLC$3.1M1
123FULTON BANK, N.A.$3.1M1
124HighTower Advisors, LLC$3.1M1
125Providence Capital Advisors, LLC$3.0M1
126Orion Porfolio Solutions, LLC$3.0M1
127Ashton Thomas Private Wealth, LLC$3.0M1
128Waterfront Wealth Inc.$2.9M1
129Quadrature Capital Ltd$2.9M1
130BENJAMIN EDWARDS INC$2.8M1
131Vanguard Personalized Indexing Management, LLC$2.8M1
132Arjuna Capital$2.7M1
133Raleigh Capital Management Inc.$2.7M1
134AMG National Trust Bank$2.7M1
13544 WEALTH MANAGEMENT LLC$2.7M1
136Aviso Financial Inc.$2.6M1
137Palouse Capital Management, Inc.$2.6M1
138CGN Advisors LLC$2.6M1
139Vise Technologies, Inc.$2.6M1
140Envestnet Portfolio Solutions, Inc.$2.6M1
141Focus Partners Wealth$2.5M1
142Harvest Portfolios Group Inc.$2.5M1
143EagleClaw Capital Managment, LLC$2.4M1
144UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.4M1
145Blume Capital Management, Inc.$2.3M1
146MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M1
147Verdence Capital Advisors LLC$2.2M1
148NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.2M1
149Crossmark Global Holdings, Inc.$2.1M1
150BLAIR WILLIAM & CO/IL$2.1M1
151BTC Capital Management, Inc.$2.0M1
152WEALTH ALLIANCE, LLC$2.0M1
153MGO ONE SEVEN LLC$2.0M1
154DEUTSCHE BANK AG\$1.9M1
155HF Advisory Group, LLC$1.9M1
156PRINCIPAL SECURITIES, INC.$1.9M1
157Glass Wealth Management Co LLC$1.9M1
158Leo Wealth, LLC$1.8M1
159Cascade Investment Advisors, Inc.$1.8M1
160Great Lakes Retirement, Inc.$1.8M1
161GeoWealth Management, LLC$1.8M1
162Sequoia Financial Advisors, LLC$1.8M1
163ELEVATION POINT WEALTH PARTNERS, LLC$1.7M1
164EVERGREEN CAPITAL MANAGEMENT LLC$1.7M1
165denkapparat Operations GmbH$1.7M1
166PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.6M1
167Stablepoint Partners, LLC$1.6M1
168Laird Norton Wetherby Trust Company, LLC$1.6M1
169Advisors Asset Management, Inc.$1.6M1
170Aaron Wealth Advisors LLC$1.6M1
171CHOREO, LLC$1.6M1
172Equitable Holdings, Inc.$1.5M1
173Banco Santander, S.A.$1.5M1
174AE Wealth Management LLC$1.5M1
175QUADRANT CAPITAL GROUP LLC$1.5M1
176UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.5M1
177BAILARD, INC.$1.4M1
178STEPHENS INC /AR/$1.4M1
179INTRUST BANK NA$1.3M1
180BOOTHBAY FUND MANAGEMENT, LLC$1.3M1
181EVOLVE PRIVATE WEALTH, LLC$1.3M1
182RITHOLTZ WEALTH MANAGEMENT$1.3M1
183R Squared Ltd$1.3M1
184FOURPATH CAPITAL MANAGEMENT, LLC$1.3M1
185SIGNATUREFD, LLC$1.2M1
186JAMISON PRIVATE WEALTH MANAGEMENT, INC.$1.2M1
187MAVERICK CAPITAL LTD$1.2M1
188STATE STREET CORP$1.2M1
189Snowden Capital Advisors LLC$1.2M1
190Probity Advisors, Inc.$1.1M1
191MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.1M1
192Cinctive Capital Management LP$1.1M1
193FIFTH THIRD BANCORP$1.1M1
194Concurrent Investment Advisors, LLC$1.1M1
195GC Wealth Management RIA, LLC$1.1M1
196Keystone Financial Planning, Inc.$1.1M1
197IEQ CAPITAL, LLC$1.0M1
198REGATTA CAPITAL GROUP, LLC$988K1
199D.A. DAVIDSON & CO.$980K1
200HB Wealth Management, LLC$975K1
201Voya Financial Advisors, Inc.$972K1
202Smartleaf Asset Management LLC$968K1
203CRUX WEALTH ADVISORS$925K1
204PZENA INVESTMENT MANAGEMENT LLC$920K1
205Caprock Group, LLC$909K1
206EPG Wealth Management LLC$903K1
207Kestra Advisory Services, LLC$903K1
208Summit Trail Advisors, LLC$871K1
209Strategic Global Advisors, LLC$861K1
210Meriwether Wealth & Planning, LLC$837K1
211DRW Securities, LLC$834K1
212KESTRA PRIVATE WEALTH SERVICES, LLC$824K1
213Investors Research Corp$819K1
214Gibbs Wealth Management$781K1
215Regal Investment Advisors LLC$769K1
216Keystone Financial Services$764K1
217Dorsey & Whitney Trust CO LLC$724K1
218Beverly Hills Private Wealth, LLC$717K1
219PROFUND ADVISORS LLC$712K1
220NLB Skladi, upravljanje premozenja, d.o.o.$710K1
221Transamerica Financial Advisors, LLC$709K1
222Apollon Wealth Management, LLC$699K1
223Storgate, LLC$698K1
224AlphaCentric Advisors LLC$693K1
225Abel Hall, LLC$692K1
226Athena Wealth Management, LLC$680K1
227Keudell/Morrison Wealth Management$679K1
228Clearstead Advisors, LLC$677K1
229MAI Capital Management$670K1
230Mezzasalma Advisors, LLC$656K1
231Code Waechter LLC$650K1
232Cooper Financial Group$644K1
233Ausdal Financial Partners, Inc.$642K1
234BKM Wealth Management, LLC$641K1
235Compound Planning, Inc.$641K1
236Lantz Financial LLC$635K1
237Avantra Family Wealth, Inc.$630K1
238Stratos Wealth Partners, LTD.$624K1
239Ballentine Partners, LLC$603K1
240American State Bank (Iowa)$599K1
241OLD NATIONAL BANCORP /IN/$598K1
242Jefferies Financial Group Inc.$596K1
243Focus Partners Advisor Solutions, LLC$594K1
244Legacy Capital Wealth Partners, LLC$592K1
245TWIN CITY PRIVATE WEALTH, LLC$587K1
246Leisure Capital Management$587K1
247B. Riley Wealth Advisors, Inc.$579K1
248Colonial River Investments, LLC$561K1
249Cerro Pacific Wealth Advisors LLC$559K1
250PARSONS CAPITAL MANAGEMENT INC/RI$556K1
251Hudson Portfolio Management LLC$541K1
252COURIER CAPITAL LLC$539K1
253JOHNSON INVESTMENT COUNSEL INC$535K1
254First City Capital Management, Inc.$531K1
255ProShare Advisors LLC$528K1
256Amundi$525K1
257Manske Wealth Management$521K1
258LAZARD ASSET MANAGEMENT LLC$520K1
259Waverly Advisors, LLC$513K1
260OPPENHEIMER & CO INC$511K1
261Checchi Capital Advisers, LLC$505K1
262Evelyn Partners Asset Management Ltd$502K1
263NAPLES GLOBAL ADVISORS, LLC$499K1
264Moors & Cabot, Inc.$497K1
265ADVISORTRUST PARTNERS, LLC$488K1
266SEARLE & CO.$482K1
267PING CAPITAL MANAGEMENT, INC.$482K1
268Arax Advisory Partners$480K1
269Persistent Asset Partners Ltd$479K1
270Qtron Investments LLC$479K1
271GREAT VALLEY ADVISOR GROUP, INC.$477K1
272Sivia Capital Partners, LLC$468K1
273PINNACLE ASSOCIATES LTD$467K1
274Sowell Financial Services LLC$463K1
275PERSONAL CFO SOLUTIONS, LLC$461K1
276Cohen Investment Advisors LLC$457K1
277Hilltop National Bank$456K1
278Raab & Moskowitz Asset Management LLC$448K1
279Wealth Enhancement Trust Services, Inc.$441K1
280SIH Partners, LLLP$434K1
281Central Pacific Bank - Trust Division$434K1
282Allworth Financial LP$433K1
283PCM Encore, LLC$430K1
284Empowered Funds, LLC$427K1
285Paragon Private Wealth Management, LLC$424K1
286TI-TRUST, INC$421K1
287Tranquilli Financial Advisor LLC$420K1
288CHIRON CAPITAL MANAGEMENT, LLC$414K1
289Stokes Family Office, LLC$410K1
290ATLANTIC FAMILY WEALTH, LLC$405K1
291Navigation Group, LLC$401K1
292REGIONS FINANCIAL CORP$396K1
293SAGE RHINO CAPITAL LLC$395K1
294Gateway Wealth Partners, LLC$393K1
295HM PAYSON & CO$393K1
296Forza Wealth Management, LLC$392K1
297BSW Wealth Partners$392K1
298Cordgrass Capital Advisors, LLC$391K1
299GENESIS PRIVATE WEALTH, LLC$388K1
300Pekin Hardy Strauss, Inc.$382K1
301Blue Trust, Inc.$382K1
302Aspen Grove Capital, LLC$372K1
303J.W. COLE ADVISORS, INC.$367K1
304Arista Wealth Management, LLC$362K1
305AssuredPartners Investment Advisors, LLC$361K1
306SPWM Advisors LLC$357K1
307Gallacher Capital Management LLC$349K1
308Wynn Capital, LLC$348K1
309Revisor Wealth Management LLC$348K1
310Cherokee Insurance Co$348K1
311Greenfield Seitz Capital Management, LLC$347K1
312Prospera Financial Services Inc$343K1
313Independent Advisor Alliance$343K1
314Composition Wealth, LLC$342K1
315LEVEL FOUR ADVISORY SERVICES, LLC$340K1
316NEW WAVE WEALTH ADVISORS LLC$337K1
317GUGGENHEIM CAPITAL LLC$337K1
318Sunpointe, LLC$337K1
319LAUREL OAK WEALTH MANAGEMENT, LLC$336K1
320MISSION WEALTH MANAGEMENT, LP$333K1
321Phillips Wealth Planners LLC$331K1
322COLDSTREAM CAPITAL MANAGEMENT INC$329K1
323DIVERSIFY WEALTH MANAGEMENT, LLC$329K1
324Bulltick Wealth Management, LLC$328K1
325EAGLE ROCK INVESTMENT COMPANY, LLC$328K1
326Cetera Trust Company, N.A$327K1
327J.M. Arbour, LLC$323K1
328Clearbridge Investments, LLC$322K1
329Pinnacle Wealth Planning Services, Inc.$322K1
330IFS Group,LLC$322K1
331Savant Capital, LLC$319K1
332Ascentis Independent Advisors$316K1
333PDS Planning, Inc$316K1
334Y-Intercept (Hong Kong) Ltd$313K1
335E&G Advisors, LLC$308K1
336Rehmann Capital Advisory Group$307K1
337Kingsview Wealth Management, LLC$306K1
338FIDUCIARY FINANCIAL GROUP, LLC$303K1
339Advyzon Investment Management, LLC$299K1
340INSIGNEO ADVISORY SERVICES, LLC$297K1
341First Affirmative Financial Network$297K1
342Trek Financial, LLC$290K1
343BINGHAM PRIVATE WEALTH, LLC$286K1
344Perigon Wealth Management, LLC$282K1
345CENTRAL TRUST Co$282K1
346Patten Group, Inc.$279K1
347OneDigital Investment Advisors LLC$278K1
348Avidian Wealth Enterprises, LLC$278K1
349Whetstone Capital Advisors, LLC$278K1
350Modern Wealth Management, LLC$271K1
351OpenArc Corporate Advisory, LLC$269K1
352U.S. Capital Wealth Advisors, LLC$268K1
353HBK Sorce Advisory LLC$267K1
354FLC Capital Advisors$267K1
355FOCUSED ALPHA, LLC$264K1
356Bridgewater Advisors Inc.$264K1
357Interchange Capital Partners, LLC$262K1
358Prosperity Consulting Group, LLC$261K1
359Kathmere Capital Management, LLC$253K1
360Frec Markets, Inc.$252K1
361SeaCrest Wealth Management, LLC$249K1
362SummitTX Capital, L.P.$248K1
363Portside Wealth Group, LLC$248K1
364Diversify Advisory Services, LLC$247K1
365Grove Bank & Trust$242K1
366Epoch Investment Partners, Inc.$241K1
367Kestra Investment Management, LLC$241K1
368Beacon Bank & Trust$240K1
369EP Wealth Advisors, LLC$238K1
370Cresset Asset Management, LLC$236K1
371Focus Financial Network, Inc.$234K1
372SAGESPRING WEALTH PARTNERS, LLC$232K1
373Leonard Rickey Investment Advisors P.L.L.C.$229K1
374Essex Financial Services, Inc.$228K1
375INDEPENDENT FINANCIAL GROUP, LLC$227K1
376Lido Advisors, LLC$227K1
377Nolet Wealth Management, LLC$226K1
378Jacobi Capital Management LLC$226K1
379Harrington Investments, INC$224K1
380Bond & Devick Financial Network, Inc.$224K1
381Avior Wealth Management, LLC$223K1
382Opal Wealth Advisors, LLC$223K1
383Hennion & Walsh Asset Management, Inc.$221K1
384West Family Investments, Inc.$220K1
385XPONANCE LLC$219K1
386Kendall Capital Management$219K1
387COMMERCE BANK$217K1
388Brookstone Capital Management$217K1
389Capital Investment Advisory Services, LLC$216K1
390Larry Mathis Financial Planning, LLC$216K1
391180 WEALTH ADVISORS, LLC$215K1
392Symphony Financial, Ltd. Co.$214K1
393Net Worth Advisory Group$214K1
394Walleye Capital LLC$213K1
395Bank OZK$210K1
396Intrua Financial, LLC$209K1
397Ritter Daniher Financial Advisory LLC / DE$208K1
398Resonant Capital Advisors, LLC$207K1
399PATTEN & PATTEN INC/TN$204K1
400Maia Wealth LLC$203K1
401CVA Family Office, LLC$202K1
402MONECO ADVISORS, LLC$201K1
403Cromwell Holdings LLC$189K1
404Mirae Asset Global Investments Co., Ltd.$177K1
405Parkside Financial Bank & Trust$128K1
406Caldwell Trust Co$128K1
407JNBA Financial Advisors$112K1
408Quintet Private Bank (Europe) S.A.$98.8K1
409SITTNER & NELSON, LLC$96.4K1
410CHELSEA COUNSEL CO$88.9K1
411PICTON MAHONEY ASSET MANAGEMENT$78.2K1
412Manchester Capital Management LLC$77.4K1
413Truvestments Capital LLC$70.4K1
414Costello Asset Management, INC$67.5K1
415Wilmington Savings Fund Society, FSB$66.3K1
416MATHER GROUP, LLC.$59.1K1
417Owl Creek Wealth Partners LLC$54.8K1
418Addison Advisors LLC$51.0K1
419WealthCollab, LLC$50.7K1
420Meramec Financial Planners, LLC$49.2K1
421WEBSTER BANK, N. A.$48.2K1
422MONTAG A & ASSOCIATES INC$43.3K1
423NATIXIS ADVISORS, LLC$41.8K1
424Prestige Wealth Management Group LLC$41.0K1
425FINANCIAL CONSULATE, INC$40.0K1
426Larson Financial Group LLC$38.6K1
427UMB Bank, n.a.$36.2K1
428CDKV HOLDINGS LLC$36.1K1
429Destiny Wealth Partners, LLC$33.1K1
430Medallion Wealth Advisors, LLC$31.6K1
431DELTA ASSET MANAGEMENT LLC/TN$31.3K1
432Global Trust Asset Management, LLC$31.1K1
433Richard W. Paul & Associates, LLC$30.6K1
434Measured Wealth Private Client Group, LLC$29.4K1
435Leonteq Securities AG$29.2K1
436Physician Wealth Advisors, Inc.$28.4K1
437Frazier Financial Advisors, LLC$26.5K1
438Pingora Partners LLC$24.8K1
439Atlantic Union Bankshares Corp$23.8K1
440Wellington Grp LLC$23.4K1
441Purpose Unlimited Inc.$22.6K1
442Hamrick Investment Counsel, llc$21.7K1
443EDMOND DE ROTHSCHILD HOLDING S.A.$19.3K1
444BEACON INVESTMENT ADVISORY SERVICES, INC.$19.3K1
445SALEM INVESTMENT COUNSELORS INC$18.2K1
446Bell Investment Advisors, Inc$17.6K1
447E Fund Management (Hong Kong) Co., Ltd.$15.6K1
448Kilter Group LLC$14.7K1
449EASTERN BANK$14.5K1
450DiNuzzo Private Wealth, Inc.$14.4K1
451Key FInancial Inc$14.3K1
452True Wealth Design, LLC$13.0K1
453Evelyn Partners Investment Management Services Ltd$12.2K1
454WPG Advisers, LLC$11.6K1
455Annis Gardner Whiting Capital Advisors, LLC$9.4K1
456Signature Equity Partners, LLC$8.2K1
457Retirement Wealth Solutions LLC$8.1K1
458TD Capital Management LLC$7.7K1
459Atlantic Edge Private Wealth Management, LLC$7.2K1
460SHP Wealth Management$6.7K1
461American Capital Advisory, LLC$6.1K1
462SJS Investment Consulting Inc.$5.9K1
463EFG International AG$5.5K1
464EVOLUTION WEALTH MANAGEMENT INC.$5.3K1
465Triumph Capital Management$5.1K1
466MCF Advisors LLC$4.9K1
467Financial Freedom, LLC$4.9K1
468Pflug Koory, LLC$4.8K1
469Financial Perspectives, Inc$4.8K1
470Vermillion Wealth Management, Inc.$4.6K1
471Cassaday & Co Wealth Management LLC$4.2K1
472NFSG Corp$4.1K1
473Harbor Asset Planning, Inc.$4.1K1
474Key Capital Management, INC$4.0K1
475Wealth Science Advisors LLC$3.9K1
4761 NORTH WEALTH SERVICES LLC$3.9K1
477HOEY INVESTMENTS, INC$3.5K1
478Dogwood Wealth Management LLC$3.1K1
479MV CAPITAL MANAGEMENT, INC.$3.0K1
480BROWN, LISLE/CUMMINGS, INC.$2.7K1
481PARK AVENUE SECURITIES LLC$2.4K1
482CALDWELL SUTTER CAPITAL, INC.$2.4K1
483TFC Financial Management, Inc.$2.4K1
484HRT FINANCIAL LP$2.3K1
485Stone House Investment Management, LLC$2.2K1
486JFS WEALTH ADVISORS, LLC$1.9K1
487MidFirst Bank$1.9K1
488JPL Wealth Management, LLC$1.7K1
489Crewe Advisors LLC$1.6K1
490Intentional Wealth Strategies, LLC$1.6K1
491Godfrey Financial Associates, Inc.$1.6K1
492Quest 10 Wealth Builders, Inc.$1.5K1
493Coastline Trust Co$1.4K1
494Advocate Investing Services LLC$1.4K1
495PEAPACK GLADSTONE FINANCIAL CORP$1.3K1
496Tower Research Capital LLC (TRC)$1.3K1
497BFSG, LLC$1.3K1
498Vanguard National Trust Co$1.2K1
499ALBION FINANCIAL GROUP /UT$1.1K1
500ARMSTRONG ADVISORY GROUP, INC$1.1K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$15.0K to $50.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SNY

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SNY
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for SNY · financials and macro

Financials — as filed PLANNED

SNY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SNY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing