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CUT Holdings Changes image
This page summarizes the CUT holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2023 period, comparing share count change from 3/31/2023 to 6/30/2023. Share count is compared over these two periods to provide an indication of whether CUT 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).
Filer3/31/2023
 Share Count 
6/30/2023
 Share Count 
Change% Change
13F Filers Increasing CUT Share Count
UBS Group AG 5,003 6,330 +1,327 +26.52%
LPL Financial LLC 17,229 18,521 +1,292 +7.50%
Oarsman Capital Inc. 7,110 7,610 +500 +7.03%
Royal Bank of Canada 13,073 13,137 +64 +0.49%
13F Filers Reporting New Positions In CUT
Proequities Inc. 0 0 UNCH 100%
FMR LLC 0 6 +6 +100%
Cambridge Investment Research Advisors Inc. 0 8,648 +8,648 +100%
Mather Group LLC. 0 281 +281 +100%
EPG Wealth Management LLC 0 300 +300 +100%
VitalStone Financial LLC 0 2 +2 +100%
13F Filers With Unchanged Share Count
JPMorgan Chase & Co. 49 49 UNCH 0.00%
Huntington National Bank 321 321 UNCH 0.00%
Commonwealth Equity Services LLC 7,848 7,848 UNCH 0.00%
Glenmede Trust Co. NA 675 675 UNCH 0.00%
Harbour Investments Inc. 175 175 UNCH 0.00%
Blair William & Co. IL 400 400 UNCH 0.00%
National Bank of Canada FI 500 500 UNCH 0.00%
Smithfield Trust Co. 4,000 4,000 UNCH 0.00%
Albion Financial Group UT 52,000 52,000 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 225 225 UNCH 0.00%
Sandy Spring Bank 600 600 UNCH 0.00%
Financial Advisory Service Inc. 15,381 15,381 UNCH 0.00%
Tortoise Investment Management LLC 650 650 UNCH 0.00%
IFP Advisors Inc 170 170 UNCH 0.00%
Venturi Wealth Management LLC 615 615 UNCH 0.00%
Legacy Bridge LLC 539 539 UNCH 0.00%
BDO Wealth Advisors LLC 1,024 1,024 UNCH 0.00%
Tradition Wealth Management LLC 947 947 UNCH 0.00%
13F Filers Decreasing CUT Share Count
Citadel Advisors LLC 20,889 7,891 -12,998 -62.22%
Jane Street Group LLC 230,524 92,751 -137,773 -59.77%
Advisor Group Holdings Inc. 1,567 1,172 -395 -25.21%
Wells Fargo & Company MN 16,022 12,252 -3,770 -23.53%
Kestra Advisory Services LLC 9,050 8,506 -544 -6.01%
Bank of America Corp DE 210,556 198,675 -11,881 -5.64%
Eqis Capital Management Inc. 7,264 6,861 -403 -5.55%
Nelson Van Denburg & Campbell Wealth Management Group LLC 8,257 7,907 -350 -4.24%
Financial Gravity Asset Management Inc. 30 29 -1 -3.33%
Endowment Wealth Management Inc. 18,417 18,056 -361 -1.96%
Valmark Advisers Inc. 202,369 198,674 -3,695 -1.83%
Morgan Stanley 113,933 112,246 -1,687 -1.48%
13F Filers Exiting CUT
Advisory Services Network LLC 50 0 -50 -100.00%
Susquehanna International Group LLP 6,738 0 -6,738 -100.00%
Citigroup Inc. 10 0 -10 -100.00%

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

CUT Holdings Changes | www.HoldingsChannel.com

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