This page summarizes the DMLP 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 DMLP 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).
Filer 12/31/2023 3/31/2024 Change % Change 13F Filers Increasing DMLP Share Count
Inscription Capital LLC 33,500
40,500
+ 7,000 + 20.90%
Requisite Capital Management LLC 28,000
31,600
+ 3,600 + 12.86%
Towerpoint Wealth LLC 29,434
30,423
+ 989 + 3.36%
Howard Financial Services LTD. 34,148
34,156
+ 8 + 0.02%
13F Filers Reporting New Positions In DMLP
Mather Group LLC. 0
800
+ 800 + 100%
Flagship Harbor Advisors LLC 0
6,493
+ 6,493 + 100%
13F Filers With Unchanged Share Count
Toth Financial Advisory Corp 50
50
UNCH 0.00%
Everett Harris & Co. CA 87,100
87,100
UNCH 0.00%
Adams Asset Advisors LLC 628,183
628,183
UNCH 0.00%
AdvisorNet Financial Inc 760
760
UNCH 0.00%
CWM LLC 840
840
UNCH 0.00%
Northside Capital Management LLC 22,532
22,532
UNCH 0.00%
Sunbelt Securities Inc. 200
200
UNCH 0.00%
First PREMIER Bank 2,210
2,210
UNCH 0.00%
Sound Income Strategies LLC 287
287
UNCH 0.00%
Clarity Financial LLC 7,480
7,480
UNCH 0.00%
Arlington Trust Co LLC 3,400
3,400
UNCH 0.00%
13F Filers Decreasing DMLP Share Count
Penbrook Management LLC 15,050
14,450
- 600 - 3.99%
13F Filers Exiting DMLP
Kovack Advisors Inc. 8,025
0
- 8,025 - 100.00%
See Summary: Institutional Holders of DMLP Top 10 Hedge Funds Holding DMLP DMLP Insider Buying
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