AXSM Holdings Changes

This page summarizes the AXSM 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 AXSM 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).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing AXSM Share Count
Allworth Financial LP	17	322	+305	+1794.12%
Global Retirement Partners LLC	5	23	+18	+360.00%
Raymond James & Associates	5,417	8,829	+3,412	+62.99%
Hennion & Walsh Asset Management Inc.	60,616	69,483	+8,867	+14.63%
WCM Investment Management LLC	104,808	111,590	+6,782	+6.47%
Baldwin Brothers Inc. MA	48,995	49,695	+700	+1.43%
Wealth Enhancement Advisory Services LLC	18,915	19,045	+130	+0.69%
13F Filers Reporting New Positions In AXSM
Wesbanco Bank Inc.	0	8,300	+8,300	+100%
Private Trust Co. NA	0	42	+42	+100%
DNB Asset Management AS	0	4,426	+4,426	+100%
JJJ Advisors Inc.	0	1,213	+1,213	+100%
Yarbrough Capital LLC	0	5,054	+5,054	+100%
AlphaCentric Advisors LLC	0	32,500	+32,500	+100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp	200	200	UNCH	0.00%
Valley National Advisers Inc.	20	20	UNCH	0.00%
NBC Securities Inc.	333	333	UNCH	0.00%
Forbes J M & Co. LLP	3,840	3,840	UNCH	0.00%
Phocas Financial Corp.	26,890	26,890	UNCH	0.00%
DekaBank Deutsche Girozentrale	30,000	30,000	UNCH	0.00%
Lowe Wealth Advisors LLC	50	50	UNCH	0.00%
Mirador Capital Partners LP	4,000	4,000	UNCH	0.00%
MONECO Advisors LLC	7,485	7,485	UNCH	0.00%
PSI Advisors LLC	40	40	UNCH	0.00%
Atticus Wealth Management LLC	15	15	UNCH	0.00%
Lion Street Advisors LLC	11,932	11,932	UNCH	0.00%
Armstrong Advisory Group Inc.	423	423	UNCH	0.00%
13F Filers Decreasing AXSM Share Count
Amalgamated Bank	5,090	1,216	-3,874	-76.11%
Cutler Group LP	600	200	-400	-66.67%
Legato Capital Management LLC	8,622	4,733	-3,889	-45.11%
Simplex Trading LLC	20,813	15,386	-5,427	-26.08%
CWM LLC	38,371	29,595	-8,776	-22.87%
Zurcher Kantonalbank Zurich Cantonalbank	5,834	5,199	-635	-10.88%
Bank of New York Mellon Corp	166,293	153,771	-12,522	-7.53%
GAMMA Investing LLC	21	20	-1	-4.76%
Raymond James Financial Services Advisors Inc.	18,136	17,321	-815	-4.49%
Lindbrook Capital LLC	84,086	83,768	-318	-0.38%
13F Filers Exiting AXSM
Meridian Wealth Management LLC	20,498	0	-20,498	-100.00%

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

AXSM Holdings Changes | www.HoldingsChannel.com

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