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CUZ Holdings Changes image
This page summarizes the CUZ 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 CUZ 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 CUZ Share Count
Allspring Global Investments Holdings LLC 19 233 +214 +1126.32%
Versant Capital Management Inc 11 49 +38 +345.45%
Register Financial Advisors LLC 13,639 38,760 +25,121 +184.19%
Pensionfund Sabic 17,900 20,400 +2,500 +13.97%
Valley National Advisers Inc. 225 240 +15 +6.67%
Raymond James & Associates 243,894 257,780 +13,886 +5.69%
CWM LLC 2,218 2,329 +111 +5.00%
State of Michigan Retirement System 36,444 37,244 +800 +2.20%
Massmutual Trust Co. FSB ADV 489 497 +8 +1.64%
State of Alaska Department of Revenue 88,102 88,588 +486 +0.55%
13F Filers Reporting New Positions In CUZ
Salem Investment Counselors Inc. 0 26 +26 +100%
Albion Financial Group UT 0 41 +41 +100%
Webster Bank N. A. 0 88 +88 +100%
Westend Capital Management LLC 0 7,636 +7,636 +100%
Oak Thistle LLC 0 17,496 +17,496 +100%
Rise Advisors LLC 0 728 +728 +100%
Iron Horse Wealth Management LLC 0 93 +93 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 270 270 UNCH 0.00%
Spirit of America Management Corp NY 8,500 8,500 UNCH 0.00%
Moody National Bank Trust Division 13,566 13,566 UNCH 0.00%
Los Angeles Capital Management & Equity Research Inc. 71,979 71,979 UNCH 0.00%
Farmers & Merchants Investments Inc. 67 67 UNCH 0.00%
Pensionfund DSM Netherlands 43,977 43,977 UNCH 0.00%
Asset Dedication LLC 1,057 1,057 UNCH 0.00%
JJJ Advisors Inc. 1,788 1,788 UNCH 0.00%
Sound Income Strategies LLC 1,046 1,046 UNCH 0.00%
Maryland State Retirement & Pension System 11,800 11,800 UNCH 0.00%
Hexagon Capital Partners LLC 67 67 UNCH 0.00%
ZRC Wealth Management LLC 230 230 UNCH 0.00%
Halpern Financial Inc. 760 760 UNCH 0.00%
13F Filers Decreasing CUZ Share Count
AdvisorNet Financial Inc 593 219 -374 -63.07%
Capital Investment Advisors LLC 402,638 319,141 -83,497 -20.74%
GAMMA Investing LLC 363 342 -21 -5.79%
Sumitomo Mitsui Trust Holdings Inc. 179,037 171,379 -7,658 -4.28%
New Mexico Educational Retirement Board 30,975 30,775 -200 -0.65%
Legato Capital Management LLC 21,248 21,246 -2 -0.01%
13F Filers Exiting CUZ
Advisor Resource Council 14,155 0 -14,155 -100.00%
International Assets Investment Management LLC 12,589 0 -12,589 -100.00%
Perpetual Ltd 54,490 0 -54,490 -100.00%
Beacon Capital Management Inc. 150 0 -150 -100.00%
Diversified Trust Co 13,813 0 -13,813 -100.00%
Weiss Multi Strategy Advisers LLC 3,323,897 0 -3,323,897 -100.00%

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

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