HoldingsChannel.com
CYBR Holdings Changes image
This page summarizes the CYBR 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 CYBR 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 CYBR Share Count
Rise Advisors LLC 20 64 +44 +220.00%
Chicago Capital LLC 2,034 2,838 +804 +39.53%
Hennion & Walsh Asset Management Inc. 3,148 4,367 +1,219 +38.72%
Massmutual Trust Co. FSB ADV 19 25 +6 +31.58%
Congress Asset Management Co. MA 38,752 50,097 +11,345 +29.28%
CWM LLC 149 182 +33 +22.15%
Diversified Trust Co 3,441 3,831 +390 +11.33%
KRS Capital Management LLC 2,560 2,800 +240 +9.38%
Jackson Square Capital LLC 15,589 16,771 +1,182 +7.58%
Congress Wealth Management LLC DE 14,217 14,798 +581 +4.09%
First Dallas Securities Inc. 1,550 1,600 +50 +3.23%
Inscription Capital LLC 4,000 4,100 +100 +2.50%
Harbour Capital Advisors LLC 2,500 2,531 +31 +1.24%
NBC Securities Inc. 1,053 1,059 +6 +0.57%
Portside Wealth Group LLC 1,046 1,051 +5 +0.48%
13F Filers Reporting New Positions In CYBR
Barrett & Company Inc. 0 125 +125 +100%
Central Bank & Trust Co. 0 200 +200 +100%
Confluence Investment Management LLC 0 5,544 +5,544 +100%
Legato Capital Management LLC 0 1,870 +1,870 +100%
Exchange Traded Concepts LLC 0 21 +21 +100%
Sageworth Trust Co 0 823 +823 +100%
MCF Advisors LLC 0 33 +33 +100%
Juncture Wealth Strategies LLC 0 1,394 +1,394 +100%
Wealth Enhancement Advisory Services LLC 0 1,979 +1,979 +100%
Roble Belko & Company Inc 0 2 +2 +100%
First PREMIER Bank 0 21 +21 +100%
Austin Private Wealth LLC 0 819 +819 +100%
Future Financial Wealth Managment LLC 0 300 +300 +100%
Global Assets Advisory LLC 0 255,001 +255,001 +100%
13F Filers With Unchanged Share Count
Meyer Handelman Co. 1,025 1,025 UNCH 0.00%
Toth Financial Advisory Corp 2,596 2,596 UNCH 0.00%
Aviance Capital Partners LLC 2,500 2,500 UNCH 0.00%
JJJ Advisors Inc. 9 9 UNCH 0.00%
Pinnacle Bank 13 13 UNCH 0.00%
SeaCrest Wealth Management LLC 1,025 1,025 UNCH 0.00%
Insight Financial Services 34 34 UNCH 0.00%
CVA Family Office LLC 12 12 UNCH 0.00%
Armstrong Advisory Group Inc. 700 700 UNCH 0.00%
GAMMA Investing LLC 15 15 UNCH 0.00%
Schulz Wealth LTD. 1,600 1,600 UNCH 0.00%
13F Filers Decreasing CYBR Share Count
Atlas Capital Advisors LLC 5,700 112 -5,588 -98.04%
Wasatch Advisors Inc. 1,841,929 937,485 -904,444 -49.10%
Allspring Global Investments Holdings LLC 173,649 124,109 -49,540 -28.53%
180 Wealth Advisors LLC 4,950 3,679 -1,271 -25.68%
Nepsis Inc. 66,461 53,736 -12,725 -19.15%
ARK Investment Management LLC 10,984 9,342 -1,642 -14.95%
Banque Cantonale Vaudoise 14,329 12,201 -2,128 -14.85%
Bangor Savings Bank 614 523 -91 -14.82%
SOA Wealth Advisors LLC. 2,035 1,794 -241 -11.84%
Hodges Capital Management Inc. 21,209 19,260 -1,949 -9.19%
Fulton Bank N.A. 2,188 2,059 -129 -5.90%
Park Avenue Securities LLC 4,163 4,026 -137 -3.29%
First Hawaiian Bank 2,923 2,837 -86 -2.94%
13F Filers Exiting CYBR
Weiss Multi Strategy Advisers LLC 5,000 0 -5,000 -100.00%
M&R Capital Management Inc. 73 0 -73 -100.00%

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

CYBR Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.