HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DIV Share Count | ||||
| Sanctuary Wealth Management L.L.C. | 50 | 530 | +480 | +960.00% |
| Citadel Advisors LLC | 9,383 | 36,574 | +27,191 | +289.79% |
| Tower Research Capital LLC TRC | 8,037 | 21,094 | +13,057 | +162.46% |
| Mariner LLC | 10,697 | 25,268 | +14,571 | +136.22% |
| Slagle Financial LLC | 14,950 | 30,158 | +15,208 | +101.73% |
| Fortis Group Advisors LLC | 300 | 600 | +300 | +100.00% |
| Private Advisor Group LLC | 12,881 | 21,163 | +8,282 | +64.30% |
| Prevail Innovative Wealth Advisors LLC | 29,748 | 44,960 | +15,212 | +51.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1,050,000 | 1,475,000 | +425,000 | +40.48% |
| US Bancorp DE | 3,190 | 4,441 | +1,251 | +39.22% |
| Truist Financial Corp | 18,327 | 25,443 | +7,116 | +38.83% |
| GWM Advisors LLC | 4,567 | 6,262 | +1,695 | +37.11% |
| JPMorgan Chase & Co. | 34,772 | 44,568 | +9,796 | +28.17% |
| Avantax Advisory Services Inc. | 28,941 | 36,565 | +7,624 | +26.34% |
| Good Life Advisors LLC | 13,182 | 16,031 | +2,849 | +21.61% |
| MML Investors Services LLC | 13,076 | 15,499 | +2,423 | +18.53% |
| Eagle Strategies LLC | 16,902 | 19,392 | +2,490 | +14.73% |
| Simplicity Wealth LLC | 10,721 | 12,160 | +1,439 | +13.42% |
| B.O.S.S. Retirement Advisors LLC | 78,977 | 88,424 | +9,447 | +11.96% |
| UBS Group AG | 40,670 | 45,125 | +4,455 | +10.95% |
| Curran Financial Partners LLC | 235,242 | 254,305 | +19,063 | +8.10% |
| Qube Research & Technologies Ltd | 4,728 | 5,028 | +300 | +6.35% |
| Wealthfront Advisers LLC | 206,412 | 218,110 | +11,698 | +5.67% |
| Baird Financial Group Inc. | 34,534 | 36,078 | +1,544 | +4.47% |
| Cambridge Investment Research Advisors Inc. | 79,715 | 83,004 | +3,289 | +4.13% |
| Mirae Asset Global Investments Co. Ltd. | 128,000 | 132,000 | +4,000 | +3.12% |
| Wells Fargo & Company MN | 568,225 | 582,605 | +14,380 | +2.53% |
| Global Retirement Partners LLC | 28,356 | 29,006 | +650 | +2.29% |
| Tsfg LLC | 228 | 233 | +5 | +2.19% |
| National Asset Management Inc. | 16,108 | 16,428 | +320 | +1.99% |
| Walkner Condon Financial Advisors LLC | 14,786 | 15,071 | +285 | +1.93% |
| Bogart Wealth LLC | 1,214 | 1,237 | +23 | +1.89% |
| Csenge Advisory Group | 13,261 | 13,429 | +168 | +1.27% |
| NTV Asset Management LLC | 54,850 | 55,150 | +300 | +0.55% |
| Global Wealth Management Investment Advisory Inc. | 201 | 202 | +1 | +0.50% |
| Scotia Capital Inc. | 38,320 | 38,390 | +70 | +0.18% |
| Sunbelt Securities Inc. | 7,938 | 7,951 | +13 | +0.16% |
| AE Wealth Management LLC | 1,594,243 | 1,596,032 | +1,789 | +0.11% |
| Buckingham Strategic Partners | 13,779 | 13,780 | +1 | +0.01% |
| 13F Filers Reporting New Positions In DIV | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Steward Partners Investment Solutions LLC | 0 | 21,765 | +21,765 | +100% |
| Principal Securities Inc. | 0 | 1,000 | +1,000 | +100% |
| J.W. Cole Advisors Inc. | 0 | 12,403 | +12,403 | +100% |
| Susquehanna International Group LLP | 0 | 13,338 | +13,338 | +100% |
| Flow Traders U.S. LLC | 0 | 23,555 | +23,555 | +100% |
| Simplex Trading LLC | 0 | 35 | +35 | +100% |
| JFS Wealth Advisors LLC | 0 | 2,913 | +2,913 | +100% |
| SRS Capital Advisors Inc. | 0 | 64 | +64 | +100% |
| Cornerstone Management Inc. | 0 | 13,625 | +13,625 | +100% |
| Jane Street Group LLC | 0 | 43,735 | +43,735 | +100% |
| Stratos Wealth Partners LTD. | 0 | 74,742 | +74,742 | +100% |
| RFG Advisory LLC | 0 | 56,853 | +56,853 | +100% |
| FSA Wealth Management LLC | 0 | 332 | +332 | +100% |
| International Assets Investment Management LLC | 0 | 10,002 | +10,002 | +100% |
| Ameritas Advisory Services LLC | 0 | 10,254 | +10,254 | +100% |
| ICA Group Wealth Management LLC | 0 | 350 | +350 | +100% |
| Caitlin John LLC | 0 | 20,729 | +20,729 | +100% |
| Wiser Advisor Group LLC | 0 | 5 | +5 | +100% |
| Vima LLC | 0 | 208 | +208 | +100% |
| Pineridge Advisors LLC | 0 | 6,040 | +6,040 | +100% |
| Creekmur Asset Management LLC | 0 | 867 | +867 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 100 | 100 | UNCH | 0.00% |
| Harbour Investments Inc. | 660 | 660 | UNCH | 0.00% |
| Private Trust Co. NA | 2,000 | 2,000 | UNCH | 0.00% |
| Assetmark Inc. | 355 | 355 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 699 | 699 | UNCH | 0.00% |
| CWM LLC | 20,167 | 20,167 | UNCH | 0.00% |
| Colonial Trust Advisors | 500 | 500 | UNCH | 0.00% |
| Perigon Wealth Management LLC | 15,520 | 15,520 | UNCH | 0.00% |
| Tortoise Investment Management LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 1,390 | 1,390 | UNCH | 0.00% |
| Mutual Advisors LLC | 10,128 | 10,128 | UNCH | 0.00% |
| Retirement Group LLC | 10,261 | 10,261 | UNCH | 0.00% |
| Financial Gravity Asset Management Inc. | 112 | 112 | UNCH | 0.00% |
| Apollon Wealth Management LLC | 11,597 | 11,597 | UNCH | 0.00% |
| C2C Wealth Management LLC | 20,000 | 20,000 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 2,500 | 2,500 | UNCH | 0.00% |
| Lifeworks Advisors LLC | 14,759 | 14,759 | UNCH | 0.00% |
| Nordwand Advisors LLC | 655 | 655 | UNCH | 0.00% |
| Cherry Tree Wealth Management LLC | 1,064 | 1,064 | UNCH | 0.00% |
| Farther Finance Advisors LLC | 3,290 | 3,290 | UNCH | 0.00% |
| 13F Filers Decreasing DIV Share Count | ||||
| Hallmark Capital Management Inc. | 38,773 | 1 | -38,772 | -100.00% |
| Atticus Wealth Management LLC | 965 | 3 | -962 | -99.69% |
| Founders Financial Alliance LLC | 30,529 | 10,373 | -20,156 | -66.02% |
| Castle Rock Wealth Management LLC | 33,740 | 17,876 | -15,864 | -47.02% |
| Advisor Group Holdings Inc. | 73,551 | 42,389 | -31,162 | -42.37% |
| LPL Financial LLC | 955,535 | 573,710 | -381,825 | -39.96% |
| Envestnet Asset Management Inc. | 85,501 | 53,512 | -31,989 | -37.41% |
| Northwestern Mutual Wealth Management Co. | 31,816 | 20,021 | -11,795 | -37.07% |
| Triumph Capital Management | 92,753 | 64,268 | -28,485 | -30.71% |
| Foundations Investment Advisors LLC | 30,647 | 21,408 | -9,239 | -30.15% |
| Monticello Wealth Management LLC | 15,082 | 10,569 | -4,513 | -29.92% |
| National Bank of Canada FI | 5,787 | 4,087 | -1,700 | -29.38% |
| Patten Group Inc. | 28,805 | 20,385 | -8,420 | -29.23% |
| Cetera Advisor Networks LLC | 53,420 | 40,818 | -12,602 | -23.59% |
| Blair William & Co. IL | 15,000 | 11,709 | -3,291 | -21.94% |
| FMR LLC | 2,355 | 1,877 | -478 | -20.30% |
| Kestra Private Wealth Services LLC | 12,650 | 10,388 | -2,262 | -17.88% |
| Raymond James Financial Services Advisors Inc. | 32,674 | 27,442 | -5,232 | -16.01% |
| Raymond James & Associates | 166,220 | 140,600 | -25,620 | -15.41% |
| Royal Bank of Canada | 81,064 | 69,008 | -12,056 | -14.87% |
| Stifel Financial Corp | 17,132 | 14,996 | -2,136 | -12.47% |
| M Holdings Securities Inc. | 25,914 | 22,704 | -3,210 | -12.39% |
| Authentikos Wealth Advisory LLC | 28,822 | 25,373 | -3,449 | -11.97% |
| Kingdom Financial Group LLC. | 11,484 | 10,251 | -1,233 | -10.74% |
| Joseph P. Lucia & Associates LLC | 26,225 | 23,720 | -2,505 | -9.55% |
| Teamwork Financial Advisors LLC | 20,769 | 19,493 | -1,276 | -6.14% |
| Morgan Stanley | 1,290,697 | 1,221,888 | -68,809 | -5.33% |
| EWG Elevate Inc. | 170,915 | 162,199 | -8,716 | -5.10% |
| IFP Advisors Inc | 5,476 | 5,262 | -214 | -3.91% |
| Commonwealth Equity Services LLC | 196,548 | 190,406 | -6,142 | -3.12% |
| Wedbush Securities Inc. | 49,377 | 48,167 | -1,210 | -2.45% |
| Bank of America Corp DE | 875,586 | 856,281 | -19,305 | -2.20% |
| Advisory Services Network LLC | 97,723 | 97,121 | -602 | -0.62% |
| Janney Montgomery Scott LLC | 250,680 | 250,460 | -220 | -0.09% |
| 13F Filers Exiting DIV | ||||
| BluePath Capital Management LLC | 2,734 | 0 | -2,734 | -100.00% |
| ARS Wealth Advisors Group LLC | 16,495 | 0 | -16,495 | -100.00% |
| Coppell Advisory Solutions LLC | 94 | 0 | -94 | -100.00% |
| Tradition Wealth Management LLC | 1,895 | 0 | -1,895 | -100.00% |
| LifePro Asset Management | 10,933 | 0 | -10,933 | -100.00% |
| Cresset Asset Management LLC | 14,943 | 0 | -14,943 | -100.00% |
| Larson Financial Group LLC | 50 | 0 | -50 | -100.00% |
| Steward Partners Investment Advisory LLC | 108 | 0 | -108 | -100.00% |
| Cetera Investment Advisers | 10,199 | 0 | -10,199 | -100.00% |
| Arete Wealth Advisors LLC | 31,948 | 0 | -31,948 | -100.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,313 | 0 | -1,313 | -100.00% |
| Sigma Planning Corp | 12,141 | 0 | -12,141 | -100.00% |
| Benjamin F. Edwards & Company Inc. | 1,000 | 0 | -1,000 | -100.00% |
| American National Bank | 75 | 0 | -75 | -100.00% |
| D.A. Davidson & CO. | 16,900 | 0 | -16,900 | -100.00% |
See Summary: Institutional Holders of DIV
See Details: Top 10 Hedge Funds Holding DIV
