HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing AGO Share Count | ||||
| Wealthstar Advisors LLC | 4,068 | 15,426 | +11,358 | +279.20% |
| Venturi Wealth Management LLC | 31 | 89 | +58 | +187.10% |
| Robeco Institutional Asset Management B.V. | 24,485 | 55,904 | +31,419 | +128.32% |
| Denali Advisors LLC | 27 | 34 | +7 | +25.93% |
| GAMMA Investing LLC | 818 | 1,017 | +199 | +24.33% |
| CWM LLC | 255 | 309 | +54 | +21.18% |
| Massmutual Trust Co. FSB ADV | 120 | 126 | +6 | +5.00% |
| Hexagon Capital Partners LLC | 212 | 220 | +8 | +3.77% |
| Brown Advisory Inc. | 630,483 | 636,302 | +5,819 | +0.92% |
| Fifth Third Bancorp | 871 | 878 | +7 | +0.80% |
| 13F Filers Reporting New Positions In AGO | ||||
| OLD National Bancorp IN | 0 | 2,430 | +2,430 | +100% |
| Albion Financial Group UT | 0 | 24 | +24 | +100% |
| Westend Capital Management LLC | 0 | 47 | +47 | +100% |
| Atlas Capital Advisors LLC | 0 | 2,086 | +2,086 | +100% |
| Exchange Traded Concepts LLC | 0 | 6,854 | +6,854 | +100% |
| Mather Group LLC. | 0 | 47 | +47 | +100% |
| MV Capital Management Inc. | 0 | 2 | +2 | +100% |
| Trust Point Inc. | 0 | 3,163 | +3,163 | +100% |
| Symmetry Partners LLC | 0 | 10,411 | +10,411 | +100% |
| Measured Wealth Private Client Group LLC | 0 | 3,065 | +3,065 | +100% |
| MorganRosel Wealth Management LLC | 0 | 6,836 | +6,836 | +100% |
| Oak Thistle LLC | 0 | 14,970 | +14,970 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 49 | 49 | UNCH | 0.00% |
| M&R Capital Management Inc. | 800 | 800 | UNCH | 0.00% |
| DekaBank Deutsche Girozentrale | 2,933 | 2,933 | UNCH | 0.00% |
| ARGA Investment Management LP | 5,087 | 5,087 | UNCH | 0.00% |
| Oakworth Capital Inc. | 2,000 | 2,000 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 5,262 | 5,262 | UNCH | 0.00% |
| Versant Capital Management Inc | 677 | 677 | UNCH | 0.00% |
| CVA Family Office LLC | 20 | 20 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 2,488 | 2,488 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 24 | 24 | UNCH | 0.00% |
| Red Tortoise LLC | 114 | 114 | UNCH | 0.00% |
| Evergreen Private Wealth LLC | 1,372 | 1,372 | UNCH | 0.00% |
| 13F Filers Decreasing AGO Share Count | ||||
| Raymond James & Associates | 226,309 | 140,473 | -85,836 | -37.93% |
| Private Trust Co. NA | 182 | 143 | -39 | -21.43% |
| Farmers & Merchants Investments Inc. | 45 | 38 | -7 | -15.56% |
| Raymond James Trust N.A. | 4,648 | 4,060 | -588 | -12.65% |
| Raymond James Financial Services Advisors Inc. | 3,146 | 2,790 | -356 | -11.32% |
| Global Retirement Partners LLC | 65 | 62 | -3 | -4.62% |
| Amalgamated Bank | 26,958 | 25,729 | -1,229 | -4.56% |
| Veriti Management LLC | 5,905 | 5,758 | -147 | -2.49% |
| Louisiana State Employees Retirement System | 27,200 | 26,900 | -300 | -1.10% |
| State of Alaska Department of Revenue | 33,441 | 33,114 | -327 | -0.98% |
| Maryland State Retirement & Pension System | 24,494 | 24,325 | -169 | -0.69% |
| Procyon Private Wealth Partners LLC | 3,162 | 3,148 | -14 | -0.44% |
| Reinhart Partners Inc. | 893,788 | 890,534 | -3,254 | -0.36% |
| 13F Filers Exiting AGO | ||||
| Arlington Trust Co LLC | 18 | 0 | -18 | -100.00% |
| Rosenberg Matthew Hamilton | 1 | 0 | -1 | -100.00% |
| Harbor Investment Advisory LLC | 10 | 0 | -10 | -100.00% |
See Summary: Institutional Holders of AGO
See Details: Top 10 Hedge Funds Holding AGO
Also See: AGO Insider Buying
