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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2024 | MORGAN STANLEY | 19.37 M | $85.42 M | 0.33% | 0.34% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 10.02 M | $44.18 M | 4.72% | 0.18% |
| 05/10/2024 | BLACKROCK INC. | 5.61 M | $24.75 M | 0.26% | 0.10% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 5.38 M | $23.73 M | 0.99% | 0.09% |
| 05/14/2024 | NORTHERN TRUST CORP | 2.72 M | $12.00 M | 2.00% | 0.05% |
| 05/15/2024 | ROYAL BANK OF CANADA | 2.55 M | $11.26 M | 1.60% | 0.05% |
| 05/14/2024 | GROUPAMA ASSET MANAGMENT | 2.38 M | $10.52 M | 100.00% | 0.04% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 2.33 M | $10.26 M | -1.36% | 0.04% |
| 05/13/2024 | FMR LLC | 1.62 M | $7.12 M | 14.44% | 0.03% |
| 05/14/2024 | GABELLI FUNDS LLC | 1.50 M | $6.61 M | -1.32% | 0.03% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 1.25 M | $5.53 M | 16.15% | 0.02% |
| 05/13/2024 | CIBC WORLD MARKET INC. | 907,457 | $4.00 M | -0.76% | 0.02% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 761,615 | $3.36 M | -9.16% | 0.01% |
| 05/13/2024 | BANK OF MONTREAL /CAN/ | 682,955 | $3.02 M | -19.52% | 0.01% |
| 05/13/2024 | ETHIC INC. | 661,659 | $2.92 M | -0.61% | 0.01% |
| 05/14/2024 | STIFEL FINANCIAL CORP | 482,990 | $2.13 M | 0.92% | 0.01% |
| 04/25/2024 | NATIXIS ADVISORS, L.P. | 384,450 | $1.70 M | 33.71% | 0.01% |
| 05/13/2024 | CROSSMARK GLOBAL HOLDINGS, INC. | 374,140 | $1.65 M | 0.06% | 0.01% |
| 05/15/2024 | GTS SECURITIES LLC | 332,345 | $1.47 M | 100.00% | 0.01% |
| 04/30/2024 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 308,076 | $1.36 M | 0.09% | 0.01% |
| 05/13/2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 300,304 | $1.32 M | 21.23% | 0.01% |
| 05/15/2024 | MARINER, LLC | 288,052 | $1.27 M | -1.24% | 0.01% |
| 05/09/2024 | OPTIVER HOLDING B.V. | 269,722 | $1.19 M | 79.23% | 0.00% |
| 04/19/2024 | FIRST TRUST DIRECT INDEXING L.P. | 248,810 | $1.10 M | -4.12% | 0.00% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 242,617 | $1.07 M | 2.42% | 0.00% |
| 05/15/2024 | WETHERBY ASSET MANAGEMENT INC | 230,783 | $1.02 M | 4.31% | 0.00% |
| 05/14/2024 | CERITY PARTNERS LLC | 213,846 | $943,060 | 32.68% | 0.00% |
| 05/07/2024 | QRG CAPITAL MANAGEMENT, INC. | 206,183 | $909,269 | 3.26% | 0.00% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 205,524 | $906,361 | 52.69% | 0.00% |
| 05/13/2024 | PATHSTONE HOLDINGS, LLC | 193,905 | $855,121 | 119.44% | 0.00% |
| 05/14/2024 | INVESCO LTD. | 186,225 | $821,251 | 2.32% | 0.00% |
| 05/13/2024 | CREATIVE PLANNING | 180,263 | $794,960 | 5.23% | 0.00% |
| 05/08/2024 | US BANCORP \DE\ | 180,024 | $793,908 | -5.03% | 0.00% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 178,439 | $786,914 | 853.00% | 0.00% |
| 05/08/2024 | AUXIER ASSET MANAGEMENT | 166,394 | $733,798 | -9.59% | 0.00% |
| 05/14/2024 | GUGGENHEIM CAPITAL LLC | 166,231 | $733,079 | 2.57% | 0.00% |
| 05/15/2024 | POINT72 ASSET MANAGEMENT, L.P. | 160,000 | $705,600 | -39.53% | 0.00% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 142,534 | $628,574 | -21.44% | 0.00% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 137,008 | $604,205 | -0.55% | 0.00% |
| 04/26/2024 | MITCHELL & PAHL PRIVATE WEALTH, LLC | 133,003 | $586,546 | 8.62% | 0.00% |
| 04/11/2024 | BALLENTINE PARTNERS, LLC | 125,064 | $551,532 | -2.44% | 0.00% |
| 05/03/2024 | LESTER MURRAY ANTMAN DBA SIMPLYRICH | 118,476 | $523,000 | 0.79% | 0.00% |
| 05/13/2024 | UBS GROUP AG | 113,269 | $499,516 | -9.75% | 0.00% |
| 05/15/2024 | AMERICAN TRUST INVESTMENT ADVISORS, LLC | 101,049 | $445,626 | 30.35% | 0.00% |
| 05/15/2024 | MORNINGSTAR INVESTMENT SERVICES LLC | 100,915 | $445,000 | -49.02% | 0.00% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL SECURITIES, LTD. | 100,000 | $441,000 | 100.00% | 0.00% |
| 05/01/2024 | BNP PARIBAS ARBITRAGE, SNC | 99,812 | $440,171 | 131.43% | 0.00% |
| 05/06/2024 | INVESTORS RESEARCH CORP | 96,800 | $426,888 | -0.53% | 0.00% |
| 05/03/2024 | SIGNATUREFD, LLC | 96,564 | $425,847 | -0.43% | 0.00% |
| 04/26/2024 | YOUSIF CAPITAL MANAGEMENT, LLC | 94,408 | $416,339 | 1.56% | 0.00% |
A. During the previous two years, 359 institutional investors and hedge funds held shares of Telefónica, S.A.. The most heavily invested institutionals were:
MORGAN STANLEY: 19.37 M
BANK OF AMERICA CORP /DE/: 10.02 M
BlackRock Inc.: 5.61 M
GOLDMAN SACHS GROUP INC: 5.38 M
NORTHERN TRUST CORP: 2.72 M
ROYAL BANK OF CANADA: 2.55 M
A. 1.21% of Telefónica, S.A. stock is owned by institutional investors.
A. Institutional investors have bought a total of 97.40 M shares in the last 24 months. This purchase volume represents approximately $413.97 M in transactions.
