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ATI Holdings Changes image
This page summarizes the ATI 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 ATI 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 ATI Share Count
GAMMA Investing LLC 1,275 1,868 +593 +46.51%
Hennessy Advisors Inc. 77,200 111,200 +34,000 +44.04%
Raymond James Financial Services Advisors Inc. 37,346 39,905 +2,559 +6.85%
Fifth Third Bancorp 515 542 +27 +5.24%
Veriti Management LLC 5,610 5,849 +239 +4.26%
Covea Finance 66,000 68,000 +2,000 +3.03%
Register Financial Advisors LLC 60,253 61,153 +900 +1.49%
13F Filers Reporting New Positions In ATI
WASHINGTON TRUST Co 0 36 +36 +100%
MV Capital Management Inc. 0 1 +1 +100%
Criterion Capital Advisors LLC 0 46 +46 +100%
Rise Advisors LLC 0 264 +264 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 100 100 UNCH 0.00%
OLD National Bancorp IN 10,612 10,612 UNCH 0.00%
NBC Securities Inc. 40 40 UNCH 0.00%
Massmutual Trust Co. FSB ADV 231 231 UNCH 0.00%
Contravisory Investment Management Inc. 373 373 UNCH 0.00%
Capital Advisors Ltd. LLC 38 38 UNCH 0.00%
JJJ Advisors Inc. 394 394 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 70 70 UNCH 0.00%
Pinnacle Bank 34 34 UNCH 0.00%
Versant Capital Management Inc 1,051 1,051 UNCH 0.00%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,827 11,827 UNCH 0.00%
CCG Wealth Management LLC 7,779 7,779 UNCH 0.00%
Cedar Mountain Advisors LLC 535 535 UNCH 0.00%
Accel Wealth Management 4,437 4,437 UNCH 0.00%
SJS Investment Consulting Inc. 29 29 UNCH 0.00%
WFA Asset Management Corp 800 800 UNCH 0.00%
13F Filers Decreasing ATI Share Count
Raymond James & Associates 27,585 11,002 -16,583 -60.12%
Global Retirement Partners LLC 173 73 -100 -57.80%
Amalgamated Bank 54,961 40,373 -14,588 -26.54%
CWM LLC 750 615 -135 -18.00%
ARK Investment Management LLC 3,882 3,291 -591 -15.22%
Ballentine Partners LLC 24,197 21,456 -2,741 -11.33%
Valley National Advisers Inc. 55 50 -5 -9.09%
Fruth Investment Management 25,300 24,700 -600 -2.37%
Allspring Global Investments Holdings LLC 1,535,359 1,515,262 -20,097 -1.31%
State of Alaska Department of Revenue 78,486 77,718 -768 -0.98%
Louisiana State Employees Retirement System 63,800 63,200 -600 -0.94%
Maryland State Retirement & Pension System 46,367 45,971 -396 -0.85%
Wealth Enhancement Advisory Services LLC 11,792 11,751 -41 -0.35%
Moody National Bank Trust Division 4,781 4,771 -10 -0.21%
Farmers & Merchants Investments Inc. 60,720 60,616 -104 -0.17%
Insight Wealth Strategies LLC 46,905 46,903 -2 -0.00%
13F Filers Exiting ATI
Guidance Capital Inc. 7,064 0 -7,064 -100.00%
Oliver Luxxe Assets LLC 15,619 0 -15,619 -100.00%
Private Ocean LLC 300 0 -300 -100.00%
Cutler Group LP 8,659 0 -8,659 -100.00%
AdvisorNet Financial Inc 42 0 -42 -100.00%
AlphaMark Advisors LLC 30 0 -30 -100.00%
Los Angeles Capital Management & Equity Research Inc. 7,592 0 -7,592 -100.00%
Rational Advisors LLC 560 0 -560 -100.00%
Webster Bank N. A. 120 0 -120 -100.00%
Toth Financial Advisory Corp 590 0 -590 -100.00%

See Summary: Institutional Holders of ATI
See Details: Top 10 Hedge Funds Holding ATI
Also See: ATI Insider Buying

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