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CRWD Holdings Changes image
This page summarizes the CRWD 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 CRWD 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 CRWD Share Count
Barrett & Company Inc. 50 1,500 +1,450 +2900.00%
Webster Bank N. A. 30 639 +609 +2030.00%
Atticus Wealth Management LLC 11 118 +107 +972.73%
MV Capital Management Inc. 3 18 +15 +500.00%
Capstone Wealth Management Group LLC 1,207 5,000 +3,793 +314.25%
AlphaMark Advisors LLC 19 65 +46 +242.11%
SJS Investment Consulting Inc. 110 333 +223 +202.73%
Park Place Capital Corp 359 817 +458 +127.58%
Wiley BROS. Aintree Capital LLC 838 1,834 +996 +118.85%
Pallas Capital Advisors LLC 1,266 2,642 +1,376 +108.69%
Jackson Square Capital LLC 6,803 12,572 +5,769 +84.80%
Hennion & Walsh Asset Management Inc. 1,973 3,620 +1,647 +83.48%
Chicago Capital LLC 3,198 5,754 +2,556 +79.92%
Palumbo Wealth Management LLC 1,065 1,879 +814 +76.43%
Global Trust Asset Management LLC 206 356 +150 +72.82%
Sunbelt Securities Inc. 768 1,274 +506 +65.89%
International Assets Investment Management LLC 2,876 4,647 +1,771 +61.58%
Exchange Traded Concepts LLC 9,704 14,128 +4,424 +45.59%
Miracle Mile Advisors LLC 1,031 1,500 +469 +45.49%
Ausdal Financial Partners Inc. 1,075 1,559 +484 +45.02%
RMR Wealth Builders 3,286 4,740 +1,454 +44.25%
Modus Advisors LLC 2,950 4,203 +1,253 +42.47%
Patten Group Inc. 1,131 1,608 +477 +42.18%
McAlister Sweet & Associates Inc. 825 1,125 +300 +36.36%
Berger Financial Group Inc 1,070 1,427 +357 +33.36%
Versant Capital Management Inc 415 544 +129 +31.08%
DNB Asset Management AS 56,722 73,468 +16,746 +29.52%
MGO Private Wealth LLC 1,667 2,133 +466 +27.95%
Perpetual Ltd 2,888 3,627 +739 +25.59%
Ballentine Partners LLC 1,418 1,772 +354 +24.96%
17 Capital Partners LLC 1,900 2,370 +470 +24.74%
Aspire Private Capital LLC 2,657 3,298 +641 +24.12%
Capital Advisors Ltd. LLC 19 23 +4 +21.05%
Steel Peak Wealth Management LLC 8,566 10,293 +1,727 +20.16%
GAMMA Investing LLC 238 282 +44 +18.49%
CWM LLC 7,901 9,274 +1,373 +17.38%
JJJ Advisors Inc. 151 177 +26 +17.22%
Traynor Capital Management Inc. 37,021 43,300 +6,279 +16.96%
NBC Securities Inc. 4,415 5,127 +712 +16.13%
Sunpointe LLC 1,129 1,307 +178 +15.77%
Procyon Private Wealth Partners LLC 1,345 1,555 +210 +15.61%
RFG Advisory LLC 2,965 3,426 +461 +15.55%
Fulton Bank N.A. 1,128 1,292 +164 +14.54%
TrueMark Investments LLC 9,453 10,727 +1,274 +13.48%
Congress Wealth Management LLC DE 3,784 4,270 +486 +12.84%
Diversified Trust Co 3,441 3,863 +422 +12.26%
Wealth Enhancement Advisory Services LLC 112,897 126,130 +13,233 +11.72%
Octavia Wealth Advisors LLC 2,043 2,264 +221 +10.82%
Evanson Asset Management LLC 5,056 5,594 +538 +10.64%
Congress Asset Management Co. MA 23,481 25,798 +2,317 +9.87%
O ROURKE & COMPANY Inc 1,097 1,197 +100 +9.12%
Strategic Planning Group LLC 9,553 10,406 +853 +8.93%
First Affirmative Financial Network 812 884 +72 +8.87%
Gulf International Bank UK Ltd 18,401 20,032 +1,631 +8.86%
CIC Wealth LLC 1,608 1,742 +134 +8.33%
Mirador Capital Partners LP 4,361 4,697 +336 +7.70%
Daymark Wealth Partners LLC 1,029 1,107 +78 +7.58%
CAP Partners LLC 1,076 1,154 +78 +7.25%
CFM Wealth Partners LLC 6,946 7,434 +488 +7.03%
SeaCrest Wealth Management LLC 4,975 5,307 +332 +6.67%
Fort Pitt Capital Group LLC 2,321 2,462 +141 +6.07%
Means Investment CO. Inc. 1,795 1,898 +103 +5.74%
Founders Financial Securities LLC 1,403 1,483 +80 +5.70%
Wedmont Private Capital 3,741 3,951 +210 +5.61%
Flagship Harbor Advisors LLC 4,231 4,468 +237 +5.60%
TrimTabs Asset Management LLC 11,662 12,252 +590 +5.06%
KRS Capital Management LLC 3,650 3,805 +155 +4.25%
Ferguson Wellman Capital Management Inc. 159,202 165,458 +6,256 +3.93%
Town & Country Bank & Trust CO dba First Bankers Trust CO 2,208 2,284 +76 +3.44%
Griffin Asset Management Inc. 5,291 5,465 +174 +3.29%
Fiduciary Alliance LLC 6,379 6,550 +171 +2.68%
Inspirion Wealth Advisors LLC 1,139 1,169 +30 +2.63%
Green Alpha Advisors LLC 4,832 4,937 +105 +2.17%
Moseley Investment Management Inc. 6,183 6,295 +112 +1.81%
Stratos Wealth Advisors LLC 4,008 4,076 +68 +1.70%
Parisi Gray Wealth Management 2,825 2,857 +32 +1.13%
Toth Financial Advisory Corp 2,850 2,860 +10 +0.35%
Moody National Bank Trust Division 3,058 3,067 +9 +0.29%
State of Michigan Retirement System 233,000 233,643 +643 +0.28%
Salem Investment Counselors Inc. 28,056 28,094 +38 +0.14%
Arkfeld Wealth Strategies L.L.C. 4,439 4,444 +5 +0.11%
13F Filers Reporting New Positions In CRWD
Whitener Capital Management Inc. 0 730 +730 +100%
Optimum Investment Advisors 0 200 +200 +100%
Spirit of America Management Corp NY 0 2,100 +2,100 +100%
Investment Partners LTD. 0 1,636 +1,636 +100%
First Community Trust NA 0 474 +474 +100%
Grimes & Company Inc. 0 735 +735 +100%
Westend Capital Management LLC 0 15,535 +15,535 +100%
Northwest Investment Counselors LLC 0 300 +300 +100%
IMC Chicago LLC 0 25,139 +25,139 +100%
Mather Group LLC. 0 238 +238 +100%
Aviance Capital Partners LLC 0 9,400 +9,400 +100%
Thomasville National Bank 0 674 +674 +100%
SignalPoint Asset Management LLC 0 658 +658 +100%
Tuttle Tactical Management 0 675 +675 +100%
Riverview Trust Co 0 113 +113 +100%
MCF Advisors LLC 0 100 +100 +100%
BTC Capital Management Inc. 0 30,925 +30,925 +100%
Roble Belko & Company Inc 0 2 +2 +100%
First PREMIER Bank 0 3 +3 +100%
Harbour Capital Advisors LLC 0 763 +763 +100%
Counterpoint Mutual Funds LLC 0 1,704 +1,704 +100%
Lake Hills Wealth Management LLC 0 685 +685 +100%
Arlington Financial Advisors LLC 0 2,000 +2,000 +100%
Sound Income Strategies LLC 0 49 +49 +100%
Wealth Alliance Advisory Group LLC 0 1,312 +1,312 +100%
Cedar Brook Financial Partners LLC 0 677 +677 +100%
Howard Financial Services LTD. 0 629 +629 +100%
ERn Financial LLC 0 649 +649 +100%
WJ Wealth Management LLC 0 1,612 +1,612 +100%
Future Financial Wealth Managment LLC 0 100 +100 +100%
NovaPoint Capital LLC 0 1,163 +1,163 +100%
BNC Wealth Management LLC 0 6,964 +6,964 +100%
Capital CS Group LLC 0 1,308 +1,308 +100%
David J Yvars Group 0 11,572 +11,572 +100%
GoalVest Advisory LLC 0 5 +5 +100%
Defined Wealth Management LLC 0 763 +763 +100%
Piscataqua Savings Bank 0 30 +30 +100%
Global Wealth Strategies & Associates 0 10 +10 +100%
Key Client Fiduciary Advisors LLC 0 658 +658 +100%
Global Assets Advisory LLC 0 65,516 +65,516 +100%
Cyndeo Wealth Partners LLC 0 1,264 +1,264 +100%
Unique Wealth LLC 0 650 +650 +100%
Register Financial Advisors LLC 0 395 +395 +100%
GuoLine Advisory Pte Ltd 0 82,100 +82,100 +100%
Trivant Custom Portfolio Group LLC 0 95 +95 +100%
Rappaport Reiches Capital Management LLC 0 844 +844 +100%
GSG Advisors LLC 0 646 +646 +100%
Processus Wealth & Capital Management LLC 0 3,825 +3,825 +100%
13F Filers With Unchanged Share Count
Neville Rodie & Shaw Inc. 1,383 1,383 UNCH 0.00%
ST Germain D J Co. Inc. 2 2 UNCH 0.00%
Beese Fulmer Investment Management Inc. 4,761 4,761 UNCH 0.00%
Baldwin Brothers Inc. MA 500 500 UNCH 0.00%
Atwood & Palmer Inc. 403 403 UNCH 0.00%
Farmers & Merchants Investments Inc. 8 8 UNCH 0.00%
Acropolis Investment Management LLC 700 700 UNCH 0.00%
Boltwood Capital Management 826 826 UNCH 0.00%
Sawyer & Company Inc 18 18 UNCH 0.00%
Northwest Capital Management Inc 291 291 UNCH 0.00%
Carolina Wealth Advisors LLC 50 50 UNCH 0.00%
Tsfg LLC 15 15 UNCH 0.00%
CVA Family Office LLC 100 100 UNCH 0.00%
Investment Research & Advisory Group Inc. 50 50 UNCH 0.00%
Sara Bay Financial 1,000 1,000 UNCH 0.00%
Hexagon Capital Partners LLC 100 100 UNCH 0.00%
DHJJ Financial Advisors Ltd. 5 5 UNCH 0.00%
SOA Wealth Advisors LLC. 12 12 UNCH 0.00%
Ameliora Wealth Management Ltd. 700 700 UNCH 0.00%
Armstrong Advisory Group Inc. 54 54 UNCH 0.00%
Signature Resources Capital Management LLC 20 20 UNCH 0.00%
Fortitude Family Office LLC 12 12 UNCH 0.00%
Trifecta Capital Advisors LLC 400 400 UNCH 0.00%
PFS Partners LLC 12 12 UNCH 0.00%
1858 Wealth Management LLC 4,979 4,979 UNCH 0.00%
Financial Synergies Wealth Advisors Inc. 57 57 UNCH 0.00%
13F Filers Decreasing CRWD Share Count
Grassi Investment Management 17,175 1,400 -15,775 -91.85%
Oak Thistle LLC 3,059 667 -2,392 -78.20%
Pure Financial Advisors Inc. 3,287 1,219 -2,068 -62.91%
B & T Capital Management DBA Alpha Capital Management 2,257 907 -1,350 -59.81%
InTrack Investment Management Inc 4,190 2,154 -2,036 -48.59%
Hillman Co. 87,978 49,487 -38,491 -43.75%
Meridian Financial Partners LLC 9,390 5,358 -4,032 -42.94%
PayPay Securities Corp 16 11 -5 -31.25%
Halpern Financial Inc. 6,498 4,498 -2,000 -30.78%
First Hawaiian Bank 4,823 3,473 -1,350 -27.99%
Banque Cantonale Vaudoise 13,811 9,959 -3,852 -27.89%
Congress Park Capital LLC 3,760 2,745 -1,015 -26.99%
Jessup Wealth Management Inc 28,566 20,940 -7,626 -26.70%
Gillespie Robinson & Grimm Inc. 196,294 157,415 -38,879 -19.81%
ARK Investment Management LLC 142,009 114,985 -27,024 -19.03%
MinichMacGregor Wealth Management LLC 26,758 21,913 -4,845 -18.11%
Loup Funds LLC 55,576 45,575 -10,001 -18.00%
KAMES CAPITAL plc 218,871 180,408 -38,463 -17.57%
Los Angeles Capital Management & Equity Research Inc. 124,590 102,694 -21,896 -17.57%
Vanguard Capital Wealth Advisors 1,300 1,100 -200 -15.38%
Fundamentun LLC 3,259 2,759 -500 -15.34%
180 Wealth Advisors LLC 4,521 3,849 -672 -14.86%
Allspring Global Investments Holdings LLC 596,116 523,341 -72,775 -12.21%
CRA Financial Services LLC 926 813 -113 -12.20%
Galvin Gaustad & Stein LLC 2,476 2,175 -301 -12.16%
OneAscent Financial Services LLC 1,113 981 -132 -11.86%
Independence Bank of Kentucky 2,634 2,359 -275 -10.44%
Eagle Wealth Strategies LLC 1,109 995 -114 -10.28%
Fox Hill Wealth Management 9,292 8,411 -881 -9.48%
Westhampton Capital LLC 1,320 1,195 -125 -9.47%
M&R Capital Management Inc. 6,067 5,504 -563 -9.28%
Dynamic Advisor Solutions LLC 21,994 20,073 -1,921 -8.73%
Aurum Wealth Management Group LLC 1,225 1,123 -102 -8.33%
CHURCHILL MANAGEMENT Corp 4,809 4,412 -397 -8.26%
626 Financial LLC 1,671 1,545 -126 -7.54%
Opinicus Capital Inc. 1,877 1,742 -135 -7.19%
Wealthcare Advisory Partners LLC 5,645 5,243 -402 -7.12%
NorthCrest Asset Manangement LLC 3,020 2,807 -213 -7.05%
Capital Investment Advisors LLC 2,123 1,978 -145 -6.83%
Kingswood Wealth Advisors LLC 2,173 2,030 -143 -6.58%
Allred Capital Management LLC 837 785 -52 -6.21%
Stratos Wealth Partners LTD. 19,364 18,185 -1,179 -6.09%
Contravisory Investment Management Inc. 45,467 42,798 -2,669 -5.87%
Symphony Financial Ltd. Co. 1,348 1,269 -79 -5.86%
Asset Dedication LLC 172 162 -10 -5.81%
Claro Advisors LLC 1,272 1,199 -73 -5.74%
Wolff Wiese Magana LLC 4,292 4,049 -243 -5.66%
Aurora Investment Managers LLC. 8,073 7,630 -443 -5.49%
AdvisorNet Financial Inc 1,253 1,186 -67 -5.35%
WD Rutherford LLC 18,506 17,543 -963 -5.20%
Rise Advisors LLC 383 365 -18 -4.70%
Twelve Points Wealth Management LLC 2,969 2,840 -129 -4.34%
Grandview Asset Management LLC 13,353 12,844 -509 -3.81%
Capital Asset Advisory Services LLC 849 818 -31 -3.65%
Royal Fund Management LLC 13,090 12,630 -460 -3.51%
Vivid Wealth Management LLC 15,014 14,515 -499 -3.32%
City State Bank 1,232 1,193 -39 -3.17%
Massmutual Trust Co. FSB ADV 20,117 19,486 -631 -3.14%
First National Bank 1,915 1,855 -60 -3.13%
Reliant Investment Management LLC 25,886 25,283 -603 -2.33%
Jacobs & Co. CA 16,676 16,330 -346 -2.07%
Arden Trust Co 5,874 5,754 -120 -2.04%
Blue Zone Wealth Advisors LLC 19,649 19,256 -393 -2.00%
Integrity Wealth Solutions LLC 1,367 1,341 -26 -1.90%
Skyline Advisors Inc. 1,323 1,298 -25 -1.89%
Park Avenue Securities LLC 10,264 10,089 -175 -1.70%
Harbor Investment Advisory LLC 4,042 3,997 -45 -1.11%
Brookstone Capital Management 40,661 40,623 -38 -0.09%
13F Filers Exiting CRWD
Bruce G. Allen Investments LLC 4 0 -4 -100.00%
West Paces Advisors Inc. 17 0 -17 -100.00%
Strategic Advocates LLC 970 0 -970 -100.00%
McGlone Suttner Wealth Management Inc. 141 0 -141 -100.00%
Catalyst Private Wealth LLC 1,118 0 -1,118 -100.00%
Gunderson Capital Management Inc. 8,390 0 -8,390 -100.00%
TB Alternative Assets Ltd. 12,600 0 -12,600 -100.00%
Thompson Investment Management Inc. 7,525 0 -7,525 -100.00%
Tompkins Financial Corp 300 0 -300 -100.00%

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

CRWD Holdings Changes | www.HoldingsChannel.com

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