HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DCF Share Count | ||||
| Heron Bay Capital Management | 343,675 | 739,920 | +396,245 | +115.30% |
| Comerica Bank | 47,977 | 87,164 | +39,187 | +81.68% |
| Sit Investment Associates Inc. | 759,391 | 1,196,935 | +437,544 | +57.62% |
| Envestnet Asset Management Inc. | 147,999 | 218,090 | +70,091 | +47.36% |
| Thomas J. Herzfeld Advisors Inc. | 212,500 | 262,093 | +49,593 | +23.34% |
| Cetera Investment Advisers | 115,163 | 138,285 | +23,122 | +20.08% |
| Wells Fargo & Company MN | 149,351 | 166,433 | +17,082 | +11.44% |
| UBS Group AG | 63,000 | 65,593 | +2,593 | +4.12% |
| Cerity Partners LLC | 76,840 | 78,414 | +1,574 | +2.05% |
| Tradition Wealth Management LLC | 1,852 | 1,877 | +25 | +1.35% |
| Cambridge Investment Research Advisors Inc. | 21,347 | 21,516 | +169 | +0.79% |
| Cypress Wealth Services LLC | 26,759 | 26,849 | +90 | +0.34% |
| Stifel Financial Corp | 88,332 | 88,387 | +55 | +0.06% |
| 13F Filers Reporting New Positions In DCF | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| FMR LLC | 0 | 1 | +1 | +100% |
| CSS LLC IL | 0 | 14,152 | +14,152 | +100% |
| Two Sigma Securities LLC | 0 | 23,725 | +23,725 | +100% |
| Bulldog Investors LLC | 0 | 79,418 | +79,418 | +100% |
| Captrust Financial Advisors | 0 | 14,567 | +14,567 | +100% |
| Landscape Capital Management L.L.C. | 0 | 24,112 | +24,112 | +100% |
| Gradient Investments LLC | 0 | 313 | +313 | +100% |
| Almitas Capital LLC | 0 | 74,631 | +74,631 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Bank of America Corp DE | 2,158 | 2,158 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 329 | 329 | UNCH | 0.00% |
| Qube Research & Technologies Ltd | 27,799 | 27,799 | UNCH | 0.00% |
| 13F Filers Decreasing DCF Share Count | ||||
| Virtus ETF Advisers LLC | 65,093 | 42,673 | -22,420 | -34.44% |
| Commonwealth Equity Services LLC | 16,500 | 11,500 | -5,000 | -30.30% |
| Advisor Group Holdings Inc. | 194,441 | 142,499 | -51,942 | -26.71% |
| Shaker Financial Services LLC | 33,936 | 24,993 | -8,943 | -26.35% |
| Morgan Stanley | 1,038,222 | 884,735 | -153,487 | -14.78% |
| LPL Financial LLC | 21,615 | 18,800 | -2,815 | -13.02% |
| National Asset Management Inc. | 17,383 | 15,245 | -2,138 | -12.30% |
| Royal Bank of Canada | 42,846 | 38,026 | -4,820 | -11.25% |
| Raymond James & Associates | 116,350 | 111,111 | -5,239 | -4.50% |
| Janney Montgomery Scott LLC | 579,868 | 559,221 | -20,647 | -3.56% |
| 13F Filers Exiting DCF | ||||
| Atlas Wealth LLC | 210,760 | 0 | -210,760 | -100.00% |
| Susquehanna International Group LLP | 36,716 | 0 | -36,716 | -100.00% |
See Summary: Institutional Holders of DCF
See Details: Top 10 Hedge Funds Holding DCF
Also See: DCF Insider Buying
