HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DAVA Share Count | ||||
| Norden Group LLC | 8,158 | 219,254 | +211,096 | +2587.59% |
| SYSTM Wealth Solutions LLC | 295 | 7,762 | +7,467 | +2531.19% |
| CWM LLC | 14 | 144 | +130 | +928.57% |
| Simplex Trading LLC | 1,973 | 4,596 | +2,623 | +132.94% |
| UMB Bank N A MO | 204 | 315 | +111 | +54.41% |
| Venturi Wealth Management LLC | 48 | 70 | +22 | +45.83% |
| Wolff Wiese Magana LLC | 91 | 128 | +37 | +40.66% |
| Portside Wealth Group LLC | 10,808 | 14,178 | +3,370 | +31.18% |
| Azzad Asset Management Inc. ADV | 40,620 | 51,385 | +10,765 | +26.50% |
| First Horizon Advisors Inc. | 993 | 1,212 | +219 | +22.05% |
| Equitable Trust Co. | 4,587 | 5,566 | +979 | +21.34% |
| Raymond James & Associates | 134,381 | 160,460 | +26,079 | +19.41% |
| Wasatch Advisors Inc. | 1,237,779 | 1,262,478 | +24,699 | +2.00% |
| Verdence Capital Advisors LLC | 5,665 | 5,760 | +95 | +1.68% |
| 13F Filers Reporting New Positions In DAVA | ||||
| Mather Group LLC. | 0 | 104 | +104 | +100% |
| Fourth Sail Capital LP | 0 | 726,142 | +726,142 | +100% |
| Wallace Advisory Group LLC | 0 | 3,322 | +3,322 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 22 | 22 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 926 | 926 | UNCH | 0.00% |
| Allworth Financial LP | 6 | 6 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 1,036 | 1,036 | UNCH | 0.00% |
| CVA Family Office LLC | 21 | 21 | UNCH | 0.00% |
| Rise Advisors LLC | 10 | 10 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 42 | 42 | UNCH | 0.00% |
| Park Place Capital Corp | 52 | 52 | UNCH | 0.00% |
| Planning Capital Management Corp | 277 | 277 | UNCH | 0.00% |
| 13F Filers Decreasing DAVA Share Count | ||||
| Hexagon Capital Partners LLC | 89 | 5 | -84 | -94.38% |
| GAMMA Investing LLC | 273 | 72 | -201 | -73.63% |
| Simon Quick Advisors LLC | 65,179 | 35,278 | -29,901 | -45.88% |
| Lindbrook Capital LLC | 160 | 107 | -53 | -33.12% |
| Cambridge Investment Research Advisors Inc. | 14,268 | 9,910 | -4,358 | -30.54% |
| Raymond James Financial Services Advisors Inc. | 12,006 | 8,645 | -3,361 | -27.99% |
| Allspring Global Investments Holdings LLC | 52,683 | 42,889 | -9,794 | -18.59% |
| Robeco Institutional Asset Management B.V. | 123,600 | 103,400 | -20,200 | -16.34% |
| Global Retirement Partners LLC | 817 | 751 | -66 | -8.08% |
| Park Avenue Securities LLC | 9,954 | 9,391 | -563 | -5.66% |
| NBC Securities Inc. | 4,739 | 4,474 | -265 | -5.59% |
| KAMES CAPITAL plc | 225,424 | 224,441 | -983 | -0.44% |
| 13F Filers Exiting DAVA | ||||
| Ignite Planners LLC | 4,552 | 0 | -4,552 | -100.00% |
| MCF Advisors LLC | 42 | 0 | -42 | -100.00% |
| Legato Capital Management LLC | 17,590 | 0 | -17,590 | -100.00% |
| Bank of New York Mellon Corp | 3,265 | 0 | -3,265 | -100.00% |
| Brown Advisory Inc. | 3,524 | 0 | -3,524 | -100.00% |
| Yorktown Management & Research Co Inc | 4,400 | 0 | -4,400 | -100.00% |
| Natixis Advisors L.P. | 44,782 | 0 | -44,782 | -100.00% |
| Arcadia Investment Management Corp MI | 161 | 0 | -161 | -100.00% |
See Summary: Institutional Holders of DAVA
See Details: Top 10 Hedge Funds Holding DAVA
