HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing COO Share Count | ||||
| SJS Investment Consulting Inc. | 24 | 260 | +236 | +983.33% |
| AdvisorNet Financial Inc | 28 | 208 | +180 | +642.86% |
| Hexagon Capital Partners LLC | 4 | 8 | +4 | +100.00% |
| Harbor Investment Advisory LLC | 12 | 16 | +4 | +33.33% |
| Stratos Wealth Partners LTD. | 12,932 | 16,095 | +3,163 | +24.46% |
| GAMMA Investing LLC | 1,580 | 1,930 | +350 | +22.15% |
| CWM LLC | 3,124 | 3,637 | +513 | +16.42% |
| First Affirmative Financial Network | 2,120 | 2,284 | +164 | +7.74% |
| WD Rutherford LLC | 36,504 | 38,756 | +2,252 | +6.17% |
| Wealth Enhancement Advisory Services LLC | 6,308 | 6,613 | +305 | +4.84% |
| Thrive Wealth Management LLC | 3,172 | 3,286 | +114 | +3.59% |
| MV Capital Management Inc. | 88 | 91 | +3 | +3.41% |
| Congress Wealth Management LLC DE | 152,196 | 156,965 | +4,769 | +3.13% |
| Massmutual Trust Co. FSB ADV | 820 | 839 | +19 | +2.32% |
| Mirador Capital Partners LP | 15,212 | 15,416 | +204 | +1.34% |
| Baldwin Brothers Inc. MA | 99,292 | 100,602 | +1,310 | +1.32% |
| Capital Advisors Ltd. LLC | 396 | 400 | +4 | +1.01% |
| Czech National Bank | 34,692 | 34,968 | +276 | +0.80% |
| Ballentine Partners LLC | 6,748 | 6,800 | +52 | +0.77% |
| State of Michigan Retirement System | 54,144 | 54,444 | +300 | +0.55% |
| McLean Asset Management Corp | 2,404 | 2,413 | +9 | +0.37% |
| Wedmont Private Capital | 3,520 | 3,531 | +11 | +0.31% |
| 13F Filers Reporting New Positions In COO | ||||
| Fulton Bank N.A. | 0 | 2,525 | +2,525 | +100% |
| Exchange Traded Concepts LLC | 0 | 8,637 | +8,637 | +100% |
| Mather Group LLC. | 0 | 403 | +403 | +100% |
| Polianta Ltd | 0 | 11,800 | +11,800 | +100% |
| Steel Peak Wealth Management LLC | 0 | 2,340 | +2,340 | +100% |
| Rise Advisors LLC | 0 | 138 | +138 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 44 | 44 | UNCH | 0.00% |
| Ferguson Wellman Capital Management Inc. | 3,340 | 3,340 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 96 | 96 | UNCH | 0.00% |
| JJJ Advisors Inc. | 692 | 692 | UNCH | 0.00% |
| Gulf International Bank UK Ltd | 17,148 | 17,148 | UNCH | 0.00% |
| Abacus Planning Group Inc. | 4,900 | 4,900 | UNCH | 0.00% |
| Symmetry Partners LLC | 2,800 | 2,800 | UNCH | 0.00% |
| Versant Capital Management Inc | 36 | 36 | UNCH | 0.00% |
| CVA Family Office LLC | 100 | 100 | UNCH | 0.00% |
| Piscataqua Savings Bank | 56 | 56 | UNCH | 0.00% |
| Laurus Investment Counsel Inc. | 70,860 | 70,860 | UNCH | 0.00% |
| Trifecta Capital Advisors LLC | 8 | 8 | UNCH | 0.00% |
| Park Place Capital Corp | 1,212 | 1,212 | UNCH | 0.00% |
| 13F Filers Decreasing COO Share Count | ||||
| New Mexico Educational Retirement Board | 10,200 | 2,850 | -7,350 | -72.06% |
| DNB Asset Management AS | 48,380 | 30,351 | -18,029 | -37.27% |
| Bruce G. Allen Investments LLC | 152 | 96 | -56 | -36.84% |
| Diversified Trust Co | 9,056 | 7,856 | -1,200 | -13.25% |
| Congress Asset Management Co. MA | 1,434,324 | 1,263,754 | -170,570 | -11.89% |
| Hartford Investment Management Co. | 13,376 | 12,865 | -511 | -3.82% |
| Allspring Global Investments Holdings LLC | 10,244 | 10,032 | -212 | -2.07% |
| Canandaigua National Bank & Trust Co. | 2,892 | 2,844 | -48 | -1.66% |
| LVW Advisors LLC | 8,784 | 8,647 | -137 | -1.56% |
| Tealwood Asset Management Inc. | 11,156 | 11,062 | -94 | -0.84% |
| Portside Wealth Group LLC | 9,728 | 9,689 | -39 | -0.40% |
| 13F Filers Exiting COO | ||||
| Peoples Bank KS | 180 | 0 | -180 | -100.00% |
| Wallace Advisory Group LLC | 2,768 | 0 | -2,768 | -100.00% |
| International Assets Investment Management LLC | 469,264 | 0 | -469,264 | -100.00% |
| Banque Cantonale Vaudoise | 29,776 | 0 | -29,776 | -100.00% |
| Pflug Koory LLC | 132 | 0 | -132 | -100.00% |
| Addenda Capital Inc. | 6,092 | 0 | -6,092 | -100.00% |
| Profit Investment Management LLC | 3,636 | 0 | -3,636 | -100.00% |
| Los Angeles Capital Management & Equity Research Inc. | 5,516 | 0 | -5,516 | -100.00% |
| Park Avenue Securities LLC | 7,872 | 0 | -7,872 | -100.00% |
| First Hawaiian Bank | 18,216 | 0 | -18,216 | -100.00% |
| MJP Associates Inc. ADV | 3,624 | 0 | -3,624 | -100.00% |
See Summary: Institutional Holders of COO
See Details: Top 10 Hedge Funds Holding COO
Also See: COO Insider Buying
