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CLTL Holdings Changes image
This page summarizes the CLTL holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020. Share count is compared over these two periods to provide an indication of whether CLTL 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).
Filer12/31/2019
 Share Count 
3/31/2020
 Share Count 
Change% Change
13F Filers Increasing CLTL Share Count
Royal Bank of Canada 9 2,894 +2,885 +32055.56%
Morgan Stanley 4,338 206,976 +202,638 +4671.23%
JPMorgan Chase & Co. 600 2,775 +2,175 +362.50%
UBS Group AG 39,269 114,681 +75,412 +192.04%
Bank of America Corp DE 35,957 76,557 +40,600 +112.91%
Capital Directions Investment Advisors LLC 3,875 7,766 +3,891 +100.41%
IndexIQ Advisors LLC 59,194 77,625 +18,431 +31.14%
Principal Financial Group Inc. 9,252 11,807 +2,555 +27.62%
Verus Capital Partners LLC 1,261 1,300 +39 +3.09%
13F Filers Reporting New Positions In CLTL
Proequities Inc. 0 0 UNCH 100%
Sei Investments Co. 0 2,399 +2,399 +100%
Charles Schwab Investment Management Inc. 0 66,368 +66,368 +100%
Optimum Investment Advisors 0 1,800 +1,800 +100%
Holderness Investments Co. 0 21,259 +21,259 +100%
Wrapmanager Inc. 0 154,011 +154,011 +100%
LPL Financial LLC 0 46,845 +46,845 +100%
Raymond James Financial Services Advisors Inc. 0 26,496 +26,496 +100%
STA Wealth Management LLC 0 920,699 +920,699 +100%
Pinnacle Advisory Group Inc. 0 12,341 +12,341 +100%
Strategic Wealth Advisors Group LLC 0 99,443 +99,443 +100%
Private Advisor Group LLC 0 6,051 +6,051 +100%
Iron Financial LLC 0 35,132 +35,132 +100%
Jane Street Group LLC 0 40,687 +40,687 +100%
Lavaca Capital LLC 0 22,739 +22,739 +100%
Advisor Group Holdings Inc. 0 1,153 +1,153 +100%
13F Filers Decreasing CLTL Share Count
Flow Traders U.S. LLC 50,550 14,936 -35,614 -70.45%
Wells Fargo & Company MN 3 1 -2 -66.67%
First Allied Advisory Services Inc. 10,207 3,475 -6,732 -65.95%
Jupiter Wealth Management LLC 6,969 3,249 -3,720 -53.38%
Envestnet Asset Management Inc. 23,369 11,843 -11,526 -49.32%
Citadel Advisors LLC 34,919 19,128 -15,791 -45.22%
Invesco Ltd. 4,268,300 4,173,700 -94,600 -2.22%
Optimal Asset Management Inc. 44,813 44,032 -781 -1.74%
13F Filers Exiting CLTL
Wealth Quarterback LLC 2,531 0 -2,531 -100.00%
Charles Schwab Investment Advisory Inc. 50,140 0 -50,140 -100.00%

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

CLTL Holdings Changes | www.HoldingsChannel.com

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