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BETZ Holdings Changes image
This page summarizes the BETZ holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2022 period, comparing share count change from 12/31/2021 to 3/31/2022. Share count is compared over these two periods to provide an indication of whether BETZ 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).
Filer12/31/2021
 Share Count 		3/31/2022
 Share Count 		Change% Change
13F Filers Increasing BETZ Share Count
UBS Group AG 57 2,941 +2,884 +5059.65%
The PNC Financial Services Group Inc. 175 809 +634 +362.29%
Morgan Stanley 3,661 8,755 +5,094 +139.14%
Ancora Advisors LLC 624 1,247 +623 +99.84%
Clearstead Advisors LLC 27 52 +25 +92.59%
Royal Bank of Canada 35,541 64,693 +29,152 +82.02%
Western Wealth Management LLC 8,541 14,602 +6,061 +70.96%
Captrust Financial Advisors 2,792 4,492 +1,700 +60.89%
PEAK6 Investments LLC 155,602 245,818 +90,216 +57.98%
Cordasco Financial Network 200 300 +100 +50.00%
HYA Advisors Inc 11,500 13,100 +1,600 +13.91%
13F Filers Reporting New Positions In BETZ
Barclays PLC 0 150 +150 +100%
Money Concepts Capital Corp 0 1,428 +1,428 +100%
Janney Montgomery Scott LLC 0 19,419 +19,419 +100%
J.W. Cole Advisors Inc. 0 68,949 +68,949 +100%
HAP Trading LLC 0 35,815 +35,815 +100%
Timber Creek Capital Management LLC 0 400 +400 +100%
Prospera Financial Services Inc 0 600 +600 +100%
Qube Research & Technologies Ltd 0 1,096 +1,096 +100%
FourThought Financial LLC 0 350 +350 +100%
Tcwp LLC 0 20 +20 +100%
Tyler Stone Wealth Management 0 1 +1 +100%
Lansing Street Advisors 0 16 +16 +100%
13F Filers With Unchanged Share Count
Bank of America Corp DE 1,274 1,274 UNCH 0.00%
FMR LLC 1 1 UNCH 0.00%
Proequities Inc. 250 250 UNCH 0.00%
Optimum Investment Advisors 141 141 UNCH 0.00%
Cambridge Trust Co. 25 25 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 4,100 4,100 UNCH 0.00%
Regions Financial Corp 15,000 15,000 UNCH 0.00%
North Star Investment Management Corp. 200 200 UNCH 0.00%
Telemetry Investments L.L.C. 17,000 17,000 UNCH 0.00%
Westside Investment Management Inc. 100 100 UNCH 0.00%
Baystate Wealth Management LLC 100 100 UNCH 0.00%
Allworth Financial LP 259 259 UNCH 0.00%
JNBA Financial Advisors 251 251 UNCH 0.00%
Capital Advisors Ltd. LLC 392,000 392,000 UNCH 0.00%
MV Capital Management Inc. 250 250 UNCH 0.00%
Koshinski Asset Management Inc. 150 150 UNCH 0.00%
Glassman Wealth Services 64 64 UNCH 0.00%
BerganKDV Wealth Management LLC 1 1 UNCH 0.00%
Aptus Capital Advisors LLC 40 40 UNCH 0.00%
Patriot Financial Group Insurance Agency LLC 16 16 UNCH 0.00%
Fortis Advisors LLC 1,000 1,000 UNCH 0.00%
Pacific Center for Financial Services 20 20 UNCH 0.00%
Centerpoint Advisors LLC 62 62 UNCH 0.00%
O Dell Group LLC 100 100 UNCH 0.00%
Geneos Wealth Management Inc. 600 600 UNCH 0.00%
HighMark Wealth Management LLC 169 169 UNCH 0.00%
Center for Financial Planning Inc. 175 175 UNCH 0.00%
Hexagon Capital Partners LLC 5 5 UNCH 0.00%
Accel Wealth Management 450 450 UNCH 0.00%
Annapolis Financial Services LLC 10 10 UNCH 0.00%
SOA Wealth Advisors LLC. 81 81 UNCH 0.00%
Guardian Wealth Advisors LLC NC 40 40 UNCH 0.00%
13F Filers Decreasing BETZ Share Count
Bank of Montreal Can 1,833 50 -1,783 -97.27%
Rockefeller Capital Management L.P. 35,950 6,895 -29,055 -80.82%
Spire Wealth Management 3,102 942 -2,160 -69.63%
JPMorgan Chase & Co. 470 145 -325 -69.15%
Parallel Advisors LLC 30 10 -20 -66.67%
Jane Street Group LLC 326,385 115,931 -210,454 -64.48%
Susquehanna International Group LLP 85,779 40,776 -45,003 -52.46%
Raymond James & Associates 21,604 12,588 -9,016 -41.73%
Advisor Group Holdings Inc. 59,105 34,459 -24,646 -41.70%
Optiver Holding B.V. 2,562 1,574 -988 -38.56%
Kestra Advisory Services LLC 19,946 12,997 -6,949 -34.84%
Raymond James Financial Services Advisors Inc. 45,688 32,171 -13,517 -29.59%
Future Financial Wealth Managment LLC 2,720 1,920 -800 -29.41%
Wells Fargo & Company MN 10,203 7,420 -2,783 -27.28%
AdvisorNet Financial Inc 639 500 -139 -21.75%
Valley National Advisers Inc. 12,351 9,766 -2,585 -20.93%
Oppenheimer & Co. Inc. 17,325 13,790 -3,535 -20.40%
Ahrens Investment Partners LLC 2,120 1,720 -400 -18.87%
Tradition Wealth Management LLC 907 743 -164 -18.08%
LPL Financial LLC 61,130 51,421 -9,709 -15.88%
Castle Rock Wealth Management LLC 16,550 14,150 -2,400 -14.50%
Joseph P. Lucia & Associates LLC 13,117 11,317 -1,800 -13.72%
Cetera Advisors LLC 22,728 20,336 -2,392 -10.52%
Resources Investment Advisors LLC. 22,781 20,516 -2,265 -9.94%
NTV Asset Management LLC 17,050 15,550 -1,500 -8.80%
Cambridge Investment Research Advisors Inc. 16,809 15,594 -1,215 -7.23%
Tilia Fiduciary Partners Inc. 1,369 1,271 -98 -7.16%
Commonwealth Equity Services LLC 30,218 28,629 -1,589 -5.26%
Blue Bell Private Wealth Management LLC 4,713 4,613 -100 -2.12%
CWM LLC 4,126 4,065 -61 -1.48%
13F Filers Exiting BETZ
Comprehensive Financial Consultants Institutional Inc. 85 0 -85 -100.00%
Snowden Capital Advisors LLC 150 0 -150 -100.00%
RWM Asset Management LLC 55,780 0 -55,780 -100.00%
Camden Capital LLC 8,776 0 -8,776 -100.00%
BCJ Capital Management LLC 13,382 0 -13,382 -100.00%
Vectors Research Management LLC 195 0 -195 -100.00%
TAP Consulting LLC 20 0 -20 -100.00%
Wagner Wealth Management LLC 300 0 -300 -100.00%
Steward Partners Investment Advisory LLC 269 0 -269 -100.00%
AE Wealth Management LLC 26,695 0 -26,695 -100.00%
Gerber Kawasaki Wealth & Investment Management 16,923 0 -16,923 -100.00%
Teamwork Financial Advisors LLC 25,161 0 -25,161 -100.00%
Edge Wealth Management LLC 37 0 -37 -100.00%
Samalin Investment Counsel LLC 1,320 0 -1,320 -100.00%
Cutler Group LP 3,629 0 -3,629 -100.00%
Simplex Trading LLC 19,605 0 -19,605 -100.00%
HRT Financial LP 84,310 0 -84,310 -100.00%
Flow Traders U.S. LLC 33,530 0 -33,530 -100.00%
Citadel Advisors LLC 10,530 0 -10,530 -100.00%
Evermay Wealth Management LLC 8 0 -8 -100.00%
National Bank of Canada FI 3,000 0 -3,000 -100.00%
Delta Asset Management LLC TN 126 0 -126 -100.00%

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

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