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DD Holdings Changes image
This page summarizes the DD 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 DD 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 DD Share Count
Exchange Traded Concepts LLC 24 194 +170 +708.33%
Central Bank & Trust Co. 1,403 6,628 +5,225 +372.42%
Summit Trail Advisors LLC 3,194 8,303 +5,109 +159.96%
Versant Capital Management Inc 95 244 +149 +156.84%
Stephenson National Bank & Trust 122 240 +118 +96.72%
Albion Financial Group UT 269 489 +220 +81.78%
Banque Cantonale Vaudoise 15,436 24,612 +9,176 +59.45%
Ironwood Wealth Management Inc. 552 842 +290 +52.54%
Wiley BROS. Aintree Capital LLC 5,401 7,924 +2,523 +46.71%
Tradewinds Capital Management LLC 192 263 +71 +36.98%
Global Retirement Partners LLC 1,801 2,322 +521 +28.93%
Barrett & Company Inc. 1,678 2,145 +467 +27.83%
Kovack Advisors Inc. 4,193 5,219 +1,026 +24.47%
Pallas Capital Advisors LLC 72,429 85,854 +13,425 +18.54%
St. Johns Investment Management Company LLC 8,428 9,825 +1,397 +16.58%
Northwest Capital Management Inc 3,405 3,905 +500 +14.68%
Trust Co. of Toledo NA OH 15,036 17,135 +2,099 +13.96%
Cardinal Capital Management 26,415 29,521 +3,106 +11.76%
Register Financial Advisors LLC 11,700 12,738 +1,038 +8.87%
Bruce G. Allen Investments LLC 824 897 +73 +8.86%
Grimes & Company Inc. 2,818 3,047 +229 +8.13%
Bremer Bank National Association 58,146 62,672 +4,526 +7.78%
Riverview Trust Co 3,802 4,086 +284 +7.47%
Mcdonald Partners LLC 14,836 15,823 +987 +6.65%
Sunbelt Securities Inc. 10,093 10,749 +656 +6.50%
Iams Wealth Management LLC 20,941 22,236 +1,295 +6.18%
First Hawaiian Bank 16,613 17,572 +959 +5.77%
Brookstone Capital Management 73,745 77,834 +4,089 +5.54%
WASHINGTON TRUST Co 4,754 4,954 +200 +4.21%
Ashton Thomas Private Wealth LLC 13,164 13,672 +508 +3.86%
PFG Private Wealth Management LLC 2,265 2,351 +86 +3.80%
Principle Wealth Partners LLC 6,802 7,052 +250 +3.68%
Valeo Financial Advisors LLC 7,049 7,304 +255 +3.62%
Coston McIsaac & Partners 65,764 68,059 +2,295 +3.49%
Independence Bank of Kentucky 2,486 2,572 +86 +3.46%
CWM LLC 19,840 20,520 +680 +3.43%
Buckley Wealth Management LLC 44,030 45,511 +1,481 +3.36%
Roberts Wealth Advisors LLC 35,298 36,478 +1,180 +3.34%
Iowa State Bank 31,182 32,217 +1,035 +3.32%
Cornerstone Wealth Group LLC 2,779 2,871 +92 +3.31%
Busey Wealth Management 3,166 3,263 +97 +3.06%
Wesbanco Bank Inc. 43,234 44,521 +1,287 +2.98%
Courier Capital LLC 6,098 6,279 +181 +2.97%
Diversified Trust Co 5,724 5,892 +168 +2.94%
MV Capital Management Inc. 1,535 1,579 +44 +2.87%
Azzad Asset Management Inc. ADV 32,859 33,793 +934 +2.84%
Kwmg LLC 65,719 67,405 +1,686 +2.57%
Peak Financial Management Inc. 2,649 2,715 +66 +2.49%
Eagle Ridge Investment Management 3,772 3,861 +89 +2.36%
Webster Bank N. A. 1,518 1,552 +34 +2.24%
Park National Corp OH 4,732 4,836 +104 +2.20%
Moody National Bank Trust Division 20,930 21,376 +446 +2.13%
ARK Investment Management LLC 1,871 1,909 +38 +2.03%
Bill Few Associates Inc. 2,714 2,766 +52 +1.92%
Legacy Trust 54,391 55,428 +1,037 +1.91%
Brookmont Capital Management 52,100 53,071 +971 +1.86%
Caldwell Sutter Capital Inc. 1,030 1,048 +18 +1.75%
Ballentine Partners LLC 13,432 13,653 +221 +1.65%
Piscataqua Savings Bank 900 913 +13 +1.44%
Perpetual Ltd 290,726 294,225 +3,499 +1.20%
ZRC Wealth Management LLC 250 253 +3 +1.20%
Country Trust Bank 1,176 1,188 +12 +1.02%
CHICAGO TRUST Co NA 18,575 18,741 +166 +0.89%
Gleason Group Inc. 261 263 +2 +0.77%
Claro Advisors LLC 4,723 4,759 +36 +0.76%
Triangle Securities Wealth Management 18,861 18,995 +134 +0.71%
Home Federal Bank of Tennessee 10,676 10,751 +75 +0.70%
Jeppson Wealth Management LLC 3,760 3,785 +25 +0.66%
Capital Investment Advisors LLC 10,472 10,536 +64 +0.61%
Horizon Bancorp Inc. IN 9,940 9,995 +55 +0.55%
Salem Investment Counselors Inc. 8,219 8,260 +41 +0.50%
Legacy Wealth Asset Management LLC 9,033 9,077 +44 +0.49%
Amplius Wealth Advisors LLC 8,314 8,354 +40 +0.48%
Czech National Bank 75,320 75,678 +358 +0.48%
Miracle Mile Advisors LLC 13,200 13,250 +50 +0.38%
SOA Wealth Advisors LLC. 265 266 +1 +0.38%
FSC Wealth Advisors LLC 356 357 +1 +0.28%
Salvus Wealth Management LLC 9,531 9,556 +25 +0.26%
State of Michigan Retirement System 117,694 117,894 +200 +0.17%
Allred Capital Management LLC 3,520 3,525 +5 +0.14%
CKW Financial Group 756 757 +1 +0.13%
Wealthfront Advisers LLC 30,370 30,402 +32 +0.11%
Butensky & Cohen Financial Security Inc. 56,911 56,964 +53 +0.09%
ST Germain D J Co. Inc. 5,623 5,624 +1 +0.02%
Oak Harbor Wealth Partners LLC 9,663 9,665 +2 +0.02%
13F Filers Reporting New Positions In DD
First Citizens Bank & Trust Co. 0 5,887 +5,887 +100%
Rational Advisors LLC 0 718 +718 +100%
Northwest Investment Counselors LLC 0 128 +128 +100%
Confluence Investment Management LLC 0 144,925 +144,925 +100%
Silverleafe Capital Partners LLC 0 21,572 +21,572 +100%
MCF Advisors LLC 0 4 +4 +100%
Wealthcare Advisory Partners LLC 0 2,913 +2,913 +100%
CenterStar Asset Management LLC 0 3,032 +3,032 +100%
Rise Advisors LLC 0 254 +254 +100%
Sage Mountain Advisors LLC 0 2,916 +2,916 +100%
Sovereign Financial Group Inc. 0 2,708 +2,708 +100%
Redmont Wealth Advisors LLC 0 75 +75 +100%
Global Assets Advisory LLC 0 14,745 +14,745 +100%
PFG Investments LLC 0 9,911 +9,911 +100%
Channel Wealth LLC 0 2,670 +2,670 +100%
Norden Group LLC 0 3,835 +3,835 +100%
13F Filers With Unchanged Share Count
Neville Rodie & Shaw Inc. 14,700 14,700 UNCH 0.00%
Wendell David Associates Inc. 2,674 2,674 UNCH 0.00%
Godsey & Gibb Associates 85 85 UNCH 0.00%
Delta Capital Management LLC 29,615 29,615 UNCH 0.00%
Guyasuta Investment Advisors Inc. 5,095 5,095 UNCH 0.00%
Hudson Valley Investment Advisors Inc. ADV 8,289 8,289 UNCH 0.00%
Tompkins Financial Corp 138 138 UNCH 0.00%
Franklin Street Advisors Inc. NC 6,085 6,085 UNCH 0.00%
Duncker Streett & Co. Inc. 88 88 UNCH 0.00%
Optimum Investment Advisors 678 678 UNCH 0.00%
Abner Herrman & Brock LLC 10,500 10,500 UNCH 0.00%
Spirit of America Management Corp NY 6,500 6,500 UNCH 0.00%
M&R Capital Management Inc. 200 200 UNCH 0.00%
Forbes J M & Co. LLP 4,991 4,991 UNCH 0.00%
Trust Co. of Virginia VA 3,006 3,006 UNCH 0.00%
Chickasaw Capital Management LLC 4,133 4,133 UNCH 0.00%
Thompson Investment Management Inc. 506 506 UNCH 0.00%
AlphaMark Advisors LLC 533 533 UNCH 0.00%
Bangor Savings Bank 877 877 UNCH 0.00%
Indiana Trust & Investment Management CO 514 514 UNCH 0.00%
Hall Laurie J Trustee 1,010 1,010 UNCH 0.00%
Cohen Klingenstein LLC 14,378 14,378 UNCH 0.00%
Ipswich Investment Management Co. Inc. 11,002 11,002 UNCH 0.00%
Harbor Investment Advisory LLC 1,169 1,169 UNCH 0.00%
Timber Creek Capital Management LLC 288 288 UNCH 0.00%
Perkins Coie Trust Co 938 938 UNCH 0.00%
Lbmc Investment Advisors LLC 4,228 4,228 UNCH 0.00%
Westside Investment Management Inc. 1,547 1,547 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 642 642 UNCH 0.00%
Tarbox Family Office Inc. 3,961 3,961 UNCH 0.00%
Private Ocean LLC 100 100 UNCH 0.00%
Trust Co 312 312 UNCH 0.00%
Westhampton Capital LLC 7,563 7,563 UNCH 0.00%
Roble Belko & Company Inc 600 600 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 648 648 UNCH 0.00%
Sugarloaf Wealth Management LLC 555 555 UNCH 0.00%
Symmetry Partners LLC 5,185 5,185 UNCH 0.00%
Founders Capital Management 97 97 UNCH 0.00%
Chicago Capital LLC 3,006 3,006 UNCH 0.00%
Essex Savings Bank 8,657 8,657 UNCH 0.00%
Burkett Financial Services LLC 46 46 UNCH 0.00%
Aspire Private Capital LLC 2,388 2,388 UNCH 0.00%
Xcel Wealth Management LLC 2,680 2,680 UNCH 0.00%
Pacifica Partners Inc. 690 690 UNCH 0.00%
Tsfg LLC 550 550 UNCH 0.00%
Investment Research & Advisory Group Inc. 66 66 UNCH 0.00%
Game Plan Financial Advisors LLC 200 200 UNCH 0.00%
Iron Horse Wealth Management LLC 678 678 UNCH 0.00%
Newton One Investments LLC 173 173 UNCH 0.00%
Annapolis Financial Services LLC 117 117 UNCH 0.00%
Red Tortoise LLC 71 71 UNCH 0.00%
Global Wealth Strategies & Associates 72 72 UNCH 0.00%
Armstrong Advisory Group Inc. 967 967 UNCH 0.00%
Stephens Consulting LLC 793 793 UNCH 0.00%
Pioneer Wealth Management Group 3,485 3,485 UNCH 0.00%
Armstrong Fleming & Moore Inc 2,836 2,836 UNCH 0.00%
CGC Financial Services LLC 304 304 UNCH 0.00%
Peoples Bank KS 331 331 UNCH 0.00%
Exchange Bank 4,410 4,410 UNCH 0.00%
Financial Perspectives Inc 320 320 UNCH 0.00%
Sentry LLC 6,018 6,018 UNCH 0.00%
Transcendent Capital Group LLC 228 228 UNCH 0.00%
Financial Synergies Wealth Advisors Inc. 213 213 UNCH 0.00%
13F Filers Decreasing DD Share Count
Gradient Investments LLC 7,888 267 -7,621 -96.62%
Griffin Asset Management Inc. 39,765 3,591 -36,174 -90.97%
Cutler Group LP 13,544 1,946 -11,598 -85.63%
Financial Management Professionals Inc. 229 37 -192 -83.84%
Criterion Capital Advisors LLC 854 213 -641 -75.06%
Dynamic Advisor Solutions LLC 15,653 4,166 -11,487 -73.39%
Cullinan Associates Inc. 12,021 4,321 -7,700 -64.05%
American National Bank 1,645 690 -955 -58.05%
Factory Mutual Insurance Co. 453,390 257,890 -195,500 -43.12%
Mather Group LLC. 10,375 6,190 -4,185 -40.34%
Meyer Handelman Co. 301,893 180,621 -121,272 -40.17%
Wolff Wiese Magana LLC 29 18 -11 -37.93%
BSW Wealth Partners 4,608 2,869 -1,739 -37.74%
Radnor Capital Management LLC 30,508 19,191 -11,317 -37.10%
CVA Family Office LLC 579 376 -203 -35.06%
Compass Wealth Management LLC 30,570 20,013 -10,557 -34.53%
Pflug Koory LLC 97 64 -33 -34.02%
JJJ Advisors Inc. 6 4 -2 -33.33%
Romano Brothers AND Company 5,146 3,442 -1,704 -33.11%
Parsons Capital Management Inc. RI 4,773 3,196 -1,577 -33.04%
Bank of New Hampshire 2,134 1,527 -607 -28.44%
First Financialcorp IN 2,322 1,729 -593 -25.54%
Rosenberg Matthew Hamilton 1,105 828 -277 -25.07%
Amalgamated Bank 118,855 90,329 -28,526 -24.00%
First Community Trust NA 1,443 1,103 -340 -23.56%
International Assets Investment Management LLC 3,706 2,899 -807 -21.78%
Valley National Advisers Inc. 267 209 -58 -21.72%
Farmers & Merchants Investments Inc. 1,540 1,218 -322 -20.91%
Venturi Wealth Management LLC 1,144 910 -234 -20.45%
True North Advisors LLC 67,972 54,346 -13,626 -20.05%
Plimoth Trust Co. LLC 10,601 8,494 -2,107 -19.88%
Wealth Enhancement Advisory Services LLC 80,458 65,135 -15,323 -19.04%
Voisard Asset Management Group Inc. 122 99 -23 -18.85%
Montecito Bank & Trust 3,906 3,181 -725 -18.56%
SeaCrest Wealth Management LLC 8,542 6,986 -1,556 -18.22%
Sound Income Strategies LLC 1,114 935 -179 -16.07%
Fulton Bank N.A. 4,016 3,375 -641 -15.96%
Wetzel Investment Advisors Inc. 2,326 1,963 -363 -15.61%
AdvisorNet Financial Inc 6,009 5,077 -932 -15.51%
Daymark Wealth Partners LLC 7,613 6,443 -1,170 -15.37%
Fifth Third Bancorp 80,216 68,380 -11,836 -14.76%
Affinity Wealth Management LLC 5,234 4,473 -761 -14.54%
Global Trust Asset Management LLC 10,992 9,465 -1,527 -13.89%
Wedmont Private Capital 4,130 3,588 -542 -13.12%
WBH Advisory Inc. 3,131 2,727 -404 -12.90%
NBC Securities Inc. 4,306 3,756 -550 -12.77%
Pinnacle Bank 981 865 -116 -11.82%
Burke & Herbert Bank & Trust Co. 4,608 4,064 -544 -11.81%
Clarius Group LLC 5,714 5,075 -639 -11.18%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 33,264 29,597 -3,667 -11.02%
Nicholas Hoffman & Company LLC. 3,938 3,512 -426 -10.82%
Aviance Capital Partners LLC 10,496 9,360 -1,136 -10.82%
Raymond James & Associates 441,191 396,149 -45,042 -10.21%
First PREMIER Bank 3,524 3,191 -333 -9.45%
New Mexico Educational Retirement Board 23,847 21,647 -2,200 -9.23%
Massmutual Trust Co. FSB ADV 2,564 2,329 -235 -9.17%
Confluence Wealth Services Inc. 11,894 10,829 -1,065 -8.95%
Stratos Wealth Partners LTD. 10,356 9,555 -801 -7.73%
Capital Advisors Ltd. LLC 495 458 -37 -7.47%
OneAscent Financial Services LLC 2,925 2,711 -214 -7.32%
Summit Financial Group Inc. 4,487 4,165 -322 -7.18%
Cigna Investments Inc. New 4,847 4,541 -306 -6.31%
Ferguson Wellman Capital Management Inc. 11,441 10,749 -692 -6.05%
Clifford Swan Investment Counsel LLC 310,578 292,064 -18,514 -5.96%
Tevis Investment Management 31,570 29,719 -1,851 -5.86%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,794 2,637 -157 -5.62%
City Holding Co. 1,350 1,276 -74 -5.48%
Asset Dedication LLC 21,781 20,626 -1,155 -5.30%
Sumitomo Mitsui Trust Holdings Inc. 1,085,444 1,031,990 -53,454 -4.92%
Investors Asset Management of Georgia Inc. GA ADV 6,114 5,832 -282 -4.61%
Arlington Trust Co LLC 566 540 -26 -4.59%
Capital Asset Advisory Services LLC 14,886 14,205 -681 -4.57%
Ellis Investment Partners LLC 2,960 2,829 -131 -4.43%
Enterprise Bank & Trust Co 10,781 10,317 -464 -4.30%
Hartford Investment Management Co. 28,999 27,789 -1,210 -4.17%
Louisiana State Employees Retirement System 26,000 25,000 -1,000 -3.85%
Carret Asset Management LLC 28,034 26,964 -1,070 -3.82%
Fortitude Family Office LLC 292 281 -11 -3.77%
Maryland State Retirement & Pension System 35,059 33,759 -1,300 -3.71%
Bfsg LLC 26,519 25,537 -982 -3.70%
City State Bank 3,529 3,403 -126 -3.57%
Allspring Global Investments Holdings LLC 21,488 20,737 -751 -3.49%
Park Avenue Securities LLC 15,704 15,158 -546 -3.48%
Baldwin Brothers Inc. MA 4,664 4,508 -156 -3.34%
State of Alaska Department of Revenue 54,026 52,411 -1,615 -2.99%
DNB Asset Management AS 77,901 75,702 -2,199 -2.82%
Raymond James Financial Services Advisors Inc. 106,312 103,338 -2,974 -2.80%
Canal Capital Management LLC 8,329 8,113 -216 -2.59%
OLD National Bancorp IN 174,995 171,012 -3,983 -2.28%
Hanson & Doremus Investment Management 25,821 25,293 -528 -2.04%
IFM Investors Pty Ltd 109,742 107,668 -2,074 -1.89%
Douglas Lane & Associates LLC 3,736 3,673 -63 -1.69%
Aurum Wealth Management Group LLC 2,707 2,662 -45 -1.66%
Peoples Financial Services CORP. 8,886 8,751 -135 -1.52%
Drive Wealth Management LLC 3,130 3,091 -39 -1.25%
CX Institutional 3,860 3,814 -46 -1.19%
West Paces Advisors Inc. 685 677 -8 -1.17%
Park Place Capital Corp 1,938 1,919 -19 -0.98%
DMG Group LLC 9,848 9,759 -89 -0.90%
Chesley Taft & Associates LLC 8,012 7,943 -69 -0.86%
Catalyst Financial Partners LLC 3,004 2,979 -25 -0.83%
SJS Investment Consulting Inc. 370 367 -3 -0.81%
NorthCrest Asset Manangement LLC 7,929 7,865 -64 -0.81%
Oakworth Capital Inc. 887 880 -7 -0.79%
GAMMA Investing LLC 3,321 3,299 -22 -0.66%
Congress Wealth Management LLC DE 75,558 75,111 -447 -0.59%
Veriti Management LLC 11,067 11,006 -61 -0.55%
Sawyer & Company Inc 6,871 6,841 -30 -0.44%
Regions Financial Corp 27,844 27,731 -113 -0.41%
Stonegate Investment Group LLC 5,215 5,195 -20 -0.38%
Crescent Sterling Ltd. 7,959 7,936 -23 -0.29%
Addenda Capital Inc. 91,293 91,038 -255 -0.28%
Steigerwald Gordon & Koch Inc. 138,501 138,188 -313 -0.23%
Flagship Harbor Advisors LLC 3,420 3,412 -8 -0.23%
Murphy Middleton Hinkle & Parker Inc. 6,518 6,506 -12 -0.18%
Gulf International Bank UK Ltd 39,389 39,328 -61 -0.15%
Bell Bank 4,295 4,293 -2 -0.05%
Bridge Creek Capital Management LLC 20,344 20,341 -3 -0.01%
13F Filers Exiting DD
Kingswood Wealth Advisors LLC 9,670 0 -9,670 -100.00%
McGlone Suttner Wealth Management Inc. 270 0 -270 -100.00%
Nilsine Partners LLC 4,994 0 -4,994 -100.00%
Morton Brown Family Wealth LLC 221 0 -221 -100.00%
JTC Employer Solutions Trusteee Ltd 207 0 -207 -100.00%
Koss Olinger Consulting LLC 8,807 0 -8,807 -100.00%
West Financial Advisors LLC 249 0 -249 -100.00%
Hexagon Capital Partners LLC 23 0 -23 -100.00%
Cordant Inc. 280 0 -280 -100.00%
Tennessee Valley Asset Management Partners 78 0 -78 -100.00%
Advisor Resource Council 2,872 0 -2,872 -100.00%
Jackson Square Capital LLC 10,239 0 -10,239 -100.00%
Alhambra Investment Partners LLC 12,535 0 -12,535 -100.00%
180 Wealth Advisors LLC 2,672 0 -2,672 -100.00%
Strategic Advisors LLC 20,969 0 -20,969 -100.00%
Arlington Partners LLC 540 0 -540 -100.00%
Bath Savings Trust Co 2,879 0 -2,879 -100.00%
Contravisory Investment Management Inc. 7,978 0 -7,978 -100.00%
Farmers Trust Co. 2,713 0 -2,713 -100.00%
Gateway Investment Advisers LLC 2,809 0 -2,809 -100.00%
CHURCHILL MANAGEMENT Corp 24,167 0 -24,167 -100.00%
Bourgeon Capital Management LLC 304 0 -304 -100.00%
Norwood Financial Corp 170 0 -170 -100.00%

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

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