Plante Moran Financial Advisors, LLC historic quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Plante Moran Financial Advisors, LLC opened 540 positions, added to 502, reduced 412 and sold out of 513.
- Q3 2016: Stock Aetna Inc; Country of operation —; Class COM; Shares before 1,106.
- Q3 2016: Stock CBS Corp Class B; Country of operation —; Class COM; Shares before 255.
- Q3 2016: Stock Broadcom Ltd; Country of operation —; Class COM; Shares before 621.
- Q3 2016: Stock United Technologies Corp; Country of operation United States; Class COM; Shares before 2,555.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1424717), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-03); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-01); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-03); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-22); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-24); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-23); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-28); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-21); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-21); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2008-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q3 2016 | Aetna Inc
CUSIP 00817Y108 | | COM | 1,106 | 1,762 | +656 | $135,000 | $203,000 | +$68,000 | 2016-11-03 |
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| Q3 2016 | CBS Corp Class B
CUSIP 124857202 | | COM | 255 | 1,504 | +1,249 | $14,000 | $82,000 | +$68,000 | 2016-11-03 |
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| Q3 2016 | Broadcom Ltd
CUSIP Y09827109 | | COM | 621 | 888 | +267 | $97,000 | $153,000 | +$56,000 | 2016-11-03 |
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| Q3 2016 | United Technologies Corp
CUSIP 913017109 | United States | COM | 2,555 | 3,094 | +539 | $262,000 | $314,000 | +$52,000 | 2016-11-03 |
|---|
| Q3 2016 | Raytheon Co
CUSIP 755111507 | | COM | 259 | 581 | +322 | $35,000 | $79,000 | +$44,000 | 2016-11-03 |
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| Q3 2016 | Wyndham Worldwide Corp
CUSIP 98310W108 | | COM | 145 | 722 | +577 | $10,000 | $49,000 | +$39,000 | 2016-11-03 |
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| Q3 2016 | General Electric Co
CUSIP 369604103 | United States | COM | 55,224 | 57,544 | +2,320 | $1,738,000 | $1,704,000 | -$34,000 | 2016-11-03 |
|---|
| Q3 2016 | Baker Hughes Inc
CUSIP 057224107 | | COM | 77 | 728 | +651 | $3,000 | $37,000 | +$34,000 | 2016-11-03 |
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| Q3 2016 | Parexel International Corp
CUSIP 699462107 | | COM | 37 | 490 | +453 | $2,000 | $34,000 | +$32,000 | 2016-11-03 |
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| Q3 2016 | Carnival Corp
CUSIP 143658300 | | COM | 409 | 1,023 | +614 | $18,000 | $50,000 | +$32,000 | 2016-11-03 |
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| Q3 2016 | First Data Corp
CUSIP 32008D106 | | COM | 100 | 2,100 | +2,000 | $1,000 | $28,000 | +$27,000 | 2016-11-03 |
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| Q3 2016 | HCP Inc
CUSIP 40414L109 | | COM | 2,300 | 2,740 | +440 | $81,000 | $104,000 | +$23,000 | 2016-11-03 |
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| Q3 2016 | Mobileye NV
CUSIP N51488117 | | COM | 100 | 600 | +500 | $5,000 | $26,000 | +$21,000 | 2016-11-03 |
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| Q3 2016 | Time Warner Inc
CUSIP 887317303 | | COM | 1,441 | 1,565 | +124 | $106,000 | $125,000 | +$19,000 | 2016-11-03 |
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| Q3 2016 | Laboratory Corp of America Hld
CUSIP 50540R409 | United States | COM | 125 | 253 | +128 | $16,000 | $35,000 | +$19,000 | 2016-11-03 |
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| Q3 2016 | Walgreens Boots Alliance Inc
CUSIP 931427108 | United States | COM | 3,015 | 3,331 | +316 | $251,000 | $269,000 | +$18,000 | 2016-11-03 |
|---|
| Q3 2016 | Arista Networks Inc
CUSIP 040413106 | United States | COM | 751 | 772 | +21 | $48,000 | $66,000 | +$18,000 | 2016-11-03 |
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| Q3 2016 | Mallinckrodt PLC
CUSIP G5785G107 | | COM | 18 | 266 | +248 | $1,000 | $19,000 | +$18,000 | 2016-11-03 |
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| Q3 2016 | BB&T Corp
CUSIP 054937107 | | COM | 210 | 587 | +377 | $7,000 | $22,000 | +$15,000 | 2016-11-03 |
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| Q3 2016 | CDK Global Inc
CUSIP 12508E101 | | COM | 1,707 | 1,854 | +147 | $95,000 | $106,000 | +$11,000 | 2016-11-03 |
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| Q3 2016 | CenturyLink Inc
CUSIP 156700106 | | COM | 1,323 | 1,800 | +477 | $38,000 | $49,000 | +$11,000 | 2016-11-03 |
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| Q3 2016 | MannKind Corp
CUSIP 56400P201 | | COM | 10,000 | 10,200 | +200 | $12,000 | $6,000 | -$6,000 | 2016-11-03 |
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| Q3 2016 | Pacific Continental Corp
CUSIP 69412V108 | | COM | 3,029 | 3,147 | +118 | $48,000 | $53,000 | +$5,000 | 2016-11-03 |
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| Q3 2016 | Dow Chemical Co
CUSIP 260543103 | United States | COM | 1,474 | 1,491 | +17 | $73,000 | $77,000 | +$4,000 | 2016-11-03 |
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| Q3 2016 | Priceline Group Inc
CUSIP 741503403 | | COM | 5 | 7 | +2 | $6,000 | $10,000 | +$4,000 | 2016-11-03 |
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| Q3 2016 | SunTrust Banks Inc
CUSIP 867914103 | | COM | 494 | 517 | +23 | $20,000 | $23,000 | +$3,000 | 2016-11-03 |
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| Q3 2016 | WestRock Co
CUSIP 96145D105 | United States | COM | 66 | 120 | +54 | $3,000 | $6,000 | +$3,000 | 2016-11-03 |
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| Q3 2016 | Concert Pharmaceuticals Inc
CUSIP 206022105 | | COM | 1,500 | 2,000 | +500 | $17,000 | $20,000 | +$3,000 | 2016-11-03 |
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| Q3 2016 | Patterson Companies Inc
CUSIP 703395103 | United States | COM | 1,044 | 1,053 | +9 | $50,000 | $48,000 | -$2,000 | 2016-11-03 |
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| Q3 2016 | Integrated Device Technology I
CUSIP 458118106 | | COM | 129 | 226 | +97 | $3,000 | $5,000 | +$2,000 | 2016-11-03 |
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| Q3 2016 | Catalent Inc
CUSIP 148806102 | United States | COM | 58 | 102 | +44 | $1,000 | $3,000 | +$2,000 | 2016-11-03 |
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| Q3 2016 | Colfax Corp
CUSIP 194014106 | | COM | 347 | 361 | +14 | $9,000 | $11,000 | +$2,000 | 2016-11-03 |
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| Q3 2016 | Delphi Automotive PLC
CUSIP G27823106 | | COM | 88 | 99 | +11 | $6,000 | $7,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Derma Sciences Inc
CUSIP 249827502 | | COM | 548 | 669 | +121 | $2,000 | $3,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Park Sterling Corp
CUSIP 70086Y105 | | COM | 271 | 309 | +38 | $2,000 | $3,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Hilton Worldwide Holdings Inc
CUSIP 43300A104 | | COM | 80 | 149 | +69 | $2,000 | $3,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Staples Inc
CUSIP 855030102 | | COM | 623 | 668 | +45 | $5,000 | $6,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Tenneco Inc
CUSIP 880349105 | | COM | 59 | 67 | +8 | $3,000 | $4,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Amira Nature Foods LTD
CUSIP G0335L102 | | COM | 324 | 375 | +51 | $2,000 | $3,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Barracuda Networks Inc
CUSIP 068323104 | | COM | 70 | 90 | +20 | $1,000 | $2,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Brookline Bancorp Inc
CUSIP 11373M107 | United States | COM | 193 | 224 | +31 | $2,000 | $3,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | CIRCOR Intl Inc
CUSIP 17273K109 | United States | COM | 47 | 71 | +24 | $3,000 | $4,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Clarcor Inc
CUSIP 179895107 | | COM | 37 | 39 | +2 | $2,000 | $3,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Monotype Imaging Holdings Inc
CUSIP 61022P100 | | COM | 96 | 123 | +27 | $2,000 | $3,000 | +$1,000 | 2016-11-03 |
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| Q3 2016 | Fiesta Restaurant Group Inc
CUSIP 31660B101 | United States | COM | 85 | 89 | +4 | $2,000 | $2,000 | $0 | 2016-11-03 |
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| Q3 2016 | Gulfport Energy Corporation
CUSIP 402635304 | | COM | 18 | 41 | +23 | $1,000 | $1,000 | $0 | 2016-11-03 |
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| Q3 2016 | Time Inc
CUSIP 887228104 | | COM | 99 | 107 | +8 | $2,000 | $2,000 | $0 | 2016-11-03 |
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| Q3 2016 | Bemis Co Inc
CUSIP 081437105 | | COM | 277 | 279 | +2 | $14,000 | $14,000 | $0 | 2016-11-03 |
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| Q3 2016 | Covisint Corp
CUSIP 22357R103 | | COM | 1,512 | 1,540 | +28 | $3,000 | $3,000 | $0 | 2016-11-03 |
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