HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ACV Share Count | ||||
| International Assets Investment Management LLC | 2,208 | 47,669 | +45,461 | +2058.92% |
| Invesco Ltd. | 11,504 | 22,291 | +10,787 | +93.77% |
| Mcdonald Partners LLC | 14,000 | 24,700 | +10,700 | +76.43% |
| Advisor Group Holdings Inc. | 37,637 | 58,708 | +21,071 | +55.98% |
| Advisors Asset Management Inc. | 170,449 | 232,714 | +62,265 | +36.53% |
| Morgan Stanley | 72,196 | 89,526 | +17,330 | +24.00% |
| Raymond James & Associates | 94,224 | 112,547 | +18,323 | +19.45% |
| Bank of America Corp DE | 95,072 | 106,880 | +11,808 | +12.42% |
| LPL Financial LLC | 377,946 | 416,742 | +38,796 | +10.26% |
| Stifel Financial Corp | 25,377 | 27,083 | +1,706 | +6.72% |
| Wells Fargo & Company MN | 455,536 | 480,652 | +25,116 | +5.51% |
| Guggenheim Capital LLC | 238,273 | 250,678 | +12,405 | +5.21% |
| National Asset Management Inc. | 23,559 | 24,621 | +1,062 | +4.51% |
| Royal Bank of Canada | 55,878 | 58,192 | +2,314 | +4.14% |
| GWM Advisors LLC | 4,254 | 4,264 | +10 | +0.24% |
| 13F Filers Reporting New Positions In ACV | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Landscape Capital Management L.L.C. | 0 | 10,400 | +10,400 | +100% |
| Gradient Investments LLC | 0 | 167 | +167 | +100% |
| Advisory Services Network LLC | 0 | 4,408 | +4,408 | +100% |
| ICA Group Wealth Management LLC | 0 | 500 | +500 | +100% |
| Gilliland Jeter Wealth Management LLC | 0 | 25,081 | +25,081 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Baldwin Brothers Inc. MA | 2,000 | 2,000 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 660 | 660 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 3,200 | 3,200 | UNCH | 0.00% |
| FNY Investment Advisers LLC | 1,200 | 1,200 | UNCH | 0.00% |
| RVW Wealth LLC | 12,100 | 12,100 | UNCH | 0.00% |
| 13F Filers Decreasing ACV Share Count | ||||
| Cornerstone Advisors LLC | 96,270 | 43,477 | -52,793 | -54.84% |
| Hennion & Walsh Asset Management Inc. | 32,713 | 15,905 | -16,808 | -51.38% |
| UBS Group AG | 14,174 | 10,729 | -3,445 | -24.31% |
| Shaker Financial Services LLC | 34,465 | 32,456 | -2,009 | -5.83% |
| DAVENPORT & Co LLC | 29,348 | 27,658 | -1,690 | -5.76% |
| 13F Filers Exiting ACV | ||||
| Glassman Wealth Services | 1,477 | 0 | -1,477 | -100.00% |
| JPMorgan Chase & Co. | 5,107 | 0 | -5,107 | -100.00% |
See Summary: Institutional Holders of ACV
See Details: Top 10 Hedge Funds Holding ACV
Also See: ACV Insider Buying
