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AIA Holdings Changes image
This page summarizes the AIA holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether AIA is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing AIA Share Count
GSA Capital Partners LLP 4,916 5,611 +695 +14.14%
City Holding Co. 3,015 3,415 +400 +13.27%
Wealth Enhancement Advisory Services LLC 42,928 44,543 +1,615 +3.76%
13F Filers Reporting New Positions In AIA
Proequities Inc. 0 0 UNCH 100%
StoneX Group Inc. 0 68,800 +68,800 +100%
Susquehanna International Group LLP 0 198,852 +198,852 +100%
Raymond James Financial Services Advisors Inc. 0 3,323 +3,323 +100%
Mirae Asset Global Investments Co. Ltd. 0 112,780 +112,780 +100%
Coastal Investment Advisors Inc. 0 617 +617 +100%
Central Pacific Bank Trust Division 0 2 +2 +100%
13F Filers With Unchanged Share Count
Huntington National Bank 1 1 UNCH 0.00%
West Oak Capital LLC 300 300 UNCH 0.00%
Marquette Asset Management LLC 164 164 UNCH 0.00%
Harel Insurance Investments & Financial Services Ltd. 1,087 1,087 UNCH 0.00%
Glassman Wealth Services 635 635 UNCH 0.00%
Pinnacle Bank 113 113 UNCH 0.00%
Investors Research Corp 30 30 UNCH 0.00%
Global Retirement Partners LLC 10 10 UNCH 0.00%
Key Financial Inc 132 132 UNCH 0.00%
Spire Wealth Management 40 40 UNCH 0.00%
13F Filers Decreasing AIA Share Count
Migdal Insurance & Financial Holdings Ltd. 3,036 36 -3,000 -98.81%
Advisory Services Network LLC 3,446 130 -3,316 -96.23%
Upper Left Wealth Management LLC 40,362 5,543 -34,819 -86.27%
CWM LLC 2,974 1,389 -1,585 -53.30%
Armor Investment Advisors LLC 24 14 -10 -41.67%
Banque Cantonale Vaudoise 4,460 3,364 -1,096 -24.57%
Octavia Wealth Advisors LLC 6,280 5,762 -518 -8.25%
Syntax Research Inc. 7,009 6,644 -365 -5.21%
McAdam LLC 12,856 12,255 -601 -4.67%
Twelve Points Wealth Management LLC 14,544 13,949 -595 -4.09%
13F Filers Exiting AIA
Activest Wealth Management 1,263 0 -1,263 -100.00%
International Assets Investment Management LLC 2,841 0 -2,841 -100.00%
Arlington Capital Management Inc. 5,207 0 -5,207 -100.00%
Blume Capital Management Inc. 1,573 0 -1,573 -100.00%
Simplex Trading LLC 103 0 -103 -100.00%

See Summary: Institutional Holders of AIA
See Details: Top 10 Hedge Funds Holding AIA

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