HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DEA Share Count | ||||
| Sunbelt Securities Inc. | 2,150 | 10,000 | +7,850 | +365.12% |
| Xcel Wealth Management LLC | 180,700 | 351,350 | +170,650 | +94.44% |
| Aurora Investment Managers LLC. | 108,608 | 204,134 | +95,526 | +87.95% |
| Caldwell Sutter Capital Inc. | 1,710 | 1,939 | +229 | +13.39% |
| Raymond James & Associates | 298,360 | 334,339 | +35,979 | +12.06% |
| First Community Trust NA | 6,276 | 7,016 | +740 | +11.79% |
| Park Avenue Securities LLC | 12,739 | 13,442 | +703 | +5.52% |
| Gilman Hill Asset Management LLC | 735,618 | 771,700 | +36,082 | +4.90% |
| GAMMA Investing LLC | 1,850 | 1,920 | +70 | +3.78% |
| AdvisorNet Financial Inc | 566 | 579 | +13 | +2.30% |
| Optimum Investment Advisors | 1,471 | 1,487 | +16 | +1.09% |
| Bridge City Capital LLC | 82,387 | 83,045 | +658 | +0.80% |
| 13F Filers Reporting New Positions In DEA | ||||
| Westend Capital Management LLC | 0 | 0 | UNCH | 100% |
| BTC Capital Management Inc. | 0 | 19,849 | +19,849 | +100% |
| Rise Advisors LLC | 0 | 1,813 | +1,813 | +100% |
| Allspring Global Investments Holdings LLC | 0 | 7,698 | +7,698 | +100% |
| PFG Investments LLC | 0 | 61,004 | +61,004 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Farmers & Merchants Investments Inc. | 70 | 70 | UNCH | 0.00% |
| Legato Capital Management LLC | 24,938 | 24,938 | UNCH | 0.00% |
| Abacus Planning Group Inc. | 487,726 | 487,726 | UNCH | 0.00% |
| Security National Bank | 6,370 | 6,370 | UNCH | 0.00% |
| Sound Income Strategies LLC | 427 | 427 | UNCH | 0.00% |
| Versant Capital Management Inc | 136 | 136 | UNCH | 0.00% |
| Principle Wealth Partners LLC | 20,845 | 20,845 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 34,408 | 34,408 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Red Tortoise LLC | 233 | 233 | UNCH | 0.00% |
| 13F Filers Decreasing DEA Share Count | ||||
| Presima Inc. | 93,164 | 13,728 | -79,436 | -85.26% |
| Barry Investment Advisors LLC | 75,619 | 32,354 | -43,265 | -57.21% |
| Raymond James Financial Services Advisors Inc. | 24,114 | 19,850 | -4,264 | -17.68% |
| Amalgamated Bank | 35,320 | 30,361 | -4,959 | -14.04% |
| Fifth Third Bancorp | 1,675 | 1,482 | -193 | -11.52% |
| Sumitomo Mitsui Trust Holdings Inc. | 112,938 | 103,300 | -9,638 | -8.53% |
| Global Retirement Partners LLC | 1,826 | 1,703 | -123 | -6.74% |
| CWM LLC | 4,338 | 4,192 | -146 | -3.37% |
| Trivant Custom Portfolio Group LLC | 8,712 | 8,512 | -200 | -2.30% |
| Regions Financial Corp | 13,053 | 12,779 | -274 | -2.10% |
| Massmutual Trust Co. FSB ADV | 2,200 | 2,164 | -36 | -1.64% |
| Louisiana State Employees Retirement System | 47,600 | 47,100 | -500 | -1.05% |
| State of Alaska Department of Revenue | 103,623 | 103,284 | -339 | -0.33% |
| 13F Filers Exiting DEA | ||||
| FSC Wealth Advisors LLC | 400 | 0 | -400 | -100.00% |
| Bremer Bank National Association | 20,707 | 0 | -20,707 | -100.00% |
| Exchange Traded Concepts LLC | 41,497 | 0 | -41,497 | -100.00% |
See Summary: Institutional Holders of DEA
See Details: Top 10 Hedge Funds Holding DEA
Also See: DEA Insider Buying
