HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DSL Share Count | ||||
| Cambridge Investment Research Advisors Inc. | 53,510 | 324,528 | +271,018 | +506.48% |
| Parallel Advisors LLC | 5,260 | 29,119 | +23,859 | +453.59% |
| Shaker Financial Services LLC | 12,300 | 59,529 | +47,229 | +383.98% |
| Trinity Legacy Partners LLC | 46,265 | 165,892 | +119,627 | +258.57% |
| First Foundation Advisors | 13,867 | 26,772 | +12,905 | +93.06% |
| IFP Advisors Inc | 24,914 | 40,969 | +16,055 | +64.44% |
| Equitable Holdings Inc. | 24,857 | 38,445 | +13,588 | +54.66% |
| Mercer Global Advisors Inc. ADV | 11,105 | 17,068 | +5,963 | +53.70% |
| Walled Lake Planning & Wealth Management LLC | 16,620 | 25,405 | +8,785 | +52.86% |
| National Asset Management Inc. | 26,625 | 39,911 | +13,286 | +49.90% |
| Kestra Advisory Services LLC | 76,014 | 111,085 | +35,071 | +46.14% |
| Wedbush Securities Inc. | 30,548 | 44,342 | +13,794 | +45.16% |
| Avantax Advisory Services Inc. | 11,648 | 16,256 | +4,608 | +39.56% |
| Stifel Financial Corp | 537,706 | 731,466 | +193,760 | +36.03% |
| Apollon Wealth Management LLC | 37,267 | 48,832 | +11,565 | +31.03% |
| Invesco Ltd. | 811,459 | 1,023,400 | +211,941 | +26.12% |
| Intellectus Partners LLC | 270,807 | 338,558 | +67,751 | +25.02% |
| Fort Sheridan Advisors LLC | 112,326 | 137,798 | +25,472 | +22.68% |
| Larson Financial Group LLC | 2,350 | 2,850 | +500 | +21.28% |
| Schwarz Dygos Wheeler Investment Advisors LLC | 43,055 | 51,542 | +8,487 | +19.71% |
| UBS Group AG | 1,001,125 | 1,197,330 | +196,205 | +19.60% |
| SILVER OAK SECURITIES Inc | 12,604 | 15,023 | +2,419 | +19.19% |
| Wealth Enhancement Advisory Services LLC | 63,041 | 74,366 | +11,325 | +17.96% |
| MML Investors Services LLC | 45,456 | 53,327 | +7,871 | +17.32% |
| Concorde Asset Management LLC | 30,000 | 34,900 | +4,900 | +16.33% |
| Ameriprise Financial Inc. | 447,987 | 511,002 | +63,015 | +14.07% |
| National Bank of Canada FI | 34,702 | 39,251 | +4,549 | +13.11% |
| Raymond James & Associates | 98,716 | 109,983 | +11,267 | +11.41% |
| Raleigh Capital Management Inc. | 950 | 1,050 | +100 | +10.53% |
| Envestnet Asset Management Inc. | 24,533 | 27,098 | +2,565 | +10.46% |
| Lido Advisors LLC | 11,469 | 12,619 | +1,150 | +10.03% |
| Penserra Capital Management LLC | 293,450 | 315,277 | +21,827 | +7.44% |
| McGowan Group Asset Management Inc. | 3,501,893 | 3,752,158 | +250,265 | +7.15% |
| Triumph Capital Management | 65,687 | 70,357 | +4,670 | +7.11% |
| Benjamin F. Edwards & Company Inc. | 82,597 | 88,050 | +5,453 | +6.60% |
| Financial Advocates Investment Management | 19,505 | 20,745 | +1,240 | +6.36% |
| Atria Wealth Solutions Inc. | 86,232 | 91,482 | +5,250 | +6.09% |
| Mariner LLC | 32,550 | 34,300 | +1,750 | +5.38% |
| NBC Securities Inc. | 53,695 | 56,190 | +2,495 | +4.65% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 44,683 | 46,661 | +1,978 | +4.43% |
| Harbour Investments Inc. | 6,608 | 6,858 | +250 | +3.78% |
| Raymond James Financial Services Advisors Inc. | 303,144 | 314,488 | +11,344 | +3.74% |
| Guggenheim Capital LLC | 293,329 | 303,192 | +9,863 | +3.36% |
| CWM LLC | 3,133 | 3,224 | +91 | +2.90% |
| Financial Management Professionals Inc. | 1,389 | 1,429 | +40 | +2.88% |
| Signaturefd LLC | 5,402 | 5,557 | +155 | +2.87% |
| SOA Wealth Advisors LLC. | 1,782 | 1,833 | +51 | +2.86% |
| Focused Wealth Management Inc | 707 | 727 | +20 | +2.83% |
| Granite Investment Partners LLC | 28,291 | 28,983 | +692 | +2.45% |
| Truist Financial Corp | 130,661 | 133,614 | +2,953 | +2.26% |
| Oppenheimer & Co. Inc. | 54,659 | 55,877 | +1,218 | +2.23% |
| Thrivent Financial for Lutherans | 158,808 | 160,308 | +1,500 | +0.94% |
| Wealthcare Advisory Partners LLC | 84,963 | 85,760 | +797 | +0.94% |
| Cetera Advisor Networks LLC | 140,598 | 141,733 | +1,135 | +0.81% |
| Arete Wealth Advisors LLC | 35,576 | 35,709 | +133 | +0.37% |
| D.A. Davidson & CO. | 221,518 | 221,834 | +316 | +0.14% |
| 13F Filers Reporting New Positions In DSL | ||||
| Focus Financial Network Inc. ADV | 0 | 18,058 | +18,058 | +100% |
| Group One Trading L.P. | 0 | 543 | +543 | +100% |
| Cambridge Trust Co. | 0 | 310 | +310 | +100% |
| J.W. Cole Advisors Inc. | 0 | 22,215 | +22,215 | +100% |
| Virtu Financial LLC | 0 | 14,144 | +14,144 | +100% |
| Cutler Group LP | 0 | 2,800 | +2,800 | +100% |
| Landscape Capital Management L.L.C. | 0 | 84,560 | +84,560 | +100% |
| Creative Planning | 0 | 10,212 | +10,212 | +100% |
| SRS Capital Advisors Inc. | 0 | 121 | +121 | +100% |
| Moors & Cabot Inc. | 0 | 16,500 | +16,500 | +100% |
| Steele Capital Management Inc. | 0 | 13,748 | +13,748 | +100% |
| Truvestments Capital LLC | 0 | 6,000 | +6,000 | +100% |
| Lindbrook Capital LLC | 0 | 3,500 | +3,500 | +100% |
| FSA Wealth Management LLC | 0 | 1,258 | +1,258 | +100% |
| International Assets Investment Management LLC | 0 | 73,966 | +73,966 | +100% |
| AlTi Global Inc. | 0 | 25,984 | +25,984 | +100% |
| NewEdge Wealth LLC | 0 | 23,128 | +23,128 | +100% |
| Activest Wealth Management | 0 | 1,588 | +1,588 | +100% |
| Brogan Financial Inc. | 0 | 16,909 | +16,909 | +100% |
| Kellett Schaffner Wealth Advisors LLC | 0 | 11,000 | +11,000 | +100% |
| Gridiron Partners LLC | 0 | 23,867 | +23,867 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| The PNC Financial Services Group Inc. | 5,204 | 5,204 | UNCH | 0.00% |
| Proequities Inc. | 2,000 | 2,000 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 245 | 245 | UNCH | 0.00% |
| Comerica Bank | 20,252 | 20,252 | UNCH | 0.00% |
| Parsons Capital Management Inc. RI | 31,200 | 31,200 | UNCH | 0.00% |
| Pin Oak Investment Advisors Inc. | 42,565 | 42,565 | UNCH | 0.00% |
| Wetherby Asset Management Inc. | 20,000 | 20,000 | UNCH | 0.00% |
| Cohen & Steers Inc. | 348,993 | 348,993 | UNCH | 0.00% |
| BOK Financial Private Wealth Inc. | 6,056 | 6,056 | UNCH | 0.00% |
| Dorsey & Whitney Trust CO LLC | 11,250 | 11,250 | UNCH | 0.00% |
| Apriem Advisors | 10,800 | 10,800 | UNCH | 0.00% |
| Ancora Advisors LLC | 500 | 500 | UNCH | 0.00% |
| Benjamin Edwards Inc. | 1,375 | 1,375 | UNCH | 0.00% |
| STA Wealth Management LLC | 16,000 | 16,000 | UNCH | 0.00% |
| Fiera Capital Corp | 83,707 | 83,707 | UNCH | 0.00% |
| Highlander Capital Management LLC | 4,800 | 4,800 | UNCH | 0.00% |
| Allworth Financial LP | 103 | 103 | UNCH | 0.00% |
| Cerity Partners LLC | 51,400 | 51,400 | UNCH | 0.00% |
| Capital Investment Advisors LLC | 20,750 | 20,750 | UNCH | 0.00% |
| Capstone Financial Advisors Inc. | 34,224 | 34,224 | UNCH | 0.00% |
| RFG Advisory LLC | 17,355 | 17,355 | UNCH | 0.00% |
| WealthPLAN Partners LLC | 10,899 | 10,899 | UNCH | 0.00% |
| Vivaldi Capital Management LLC | 10,100 | 10,100 | UNCH | 0.00% |
| Parkside Investments LLC | 12,000 | 12,000 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 1,650 | 1,650 | UNCH | 0.00% |
| Global Retirement Partners LLC | 556 | 556 | UNCH | 0.00% |
| Avion Wealth | 112 | 112 | UNCH | 0.00% |
| InterOcean Capital Group LLC | 14,200 | 14,200 | UNCH | 0.00% |
| GHE LLC | 21,600 | 21,600 | UNCH | 0.00% |
| Beacon Capital Management LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 782 | 782 | UNCH | 0.00% |
| RFP Financial Group LLC | 1,000 | 1,000 | UNCH | 0.00% |
| 13F Filers Decreasing DSL Share Count | ||||
| Citadel Advisors LLC | 8,863 | 70 | -8,793 | -99.21% |
| Sound Income Strategies LLC | 2,240 | 100 | -2,140 | -95.54% |
| AE Wealth Management LLC | 123,203 | 11,658 | -111,545 | -90.54% |
| Arcus Capital Partners LLC | 590,604 | 92,932 | -497,672 | -84.26% |
| Tower Research Capital LLC TRC | 20 | 6 | -14 | -70.00% |
| JNBA Financial Advisors | 37,725 | 11,353 | -26,372 | -69.91% |
| Natixis | 57,719 | 21,150 | -36,569 | -63.36% |
| Optimum Investment Advisors | 36,427 | 13,927 | -22,500 | -61.77% |
| Geneos Wealth Management Inc. | 5,670 | 2,670 | -3,000 | -52.91% |
| Botty Investors LLC | 30,000 | 15,000 | -15,000 | -50.00% |
| Jane Street Group LLC | 20,286 | 10,487 | -9,799 | -48.30% |
| Whittier Trust Co. | 52,656 | 29,075 | -23,581 | -44.78% |
| Royal Bank of Canada | 957,849 | 649,470 | -308,379 | -32.19% |
| Williams Jones Wealth Management LLC. | 23,455 | 17,034 | -6,421 | -27.38% |
| Centaurus Financial Inc. | 40,068 | 29,115 | -10,953 | -27.34% |
| E&G Advisors LP | 82,950 | 60,450 | -22,500 | -27.12% |
| Levin Easterly Partners LLC | 54,713 | 41,188 | -13,525 | -24.72% |
| Pettinga Financial Advisors LLC | 141,324 | 107,433 | -33,891 | -23.98% |
| Horizon Kinetics Asset Management LLC | 81,273 | 63,363 | -17,910 | -22.04% |
| Transcend Wealth Collective LLC | 18,111 | 14,228 | -3,883 | -21.44% |
| Next Level Private LLC | 23,040 | 18,550 | -4,490 | -19.49% |
| Sigma Planning Corp | 30,828 | 25,088 | -5,740 | -18.62% |
| NCM Capital Management LLC | 25,998 | 21,198 | -4,800 | -18.46% |
| Advisor Group Holdings Inc. | 211,430 | 173,031 | -38,399 | -18.16% |
| Kovack Advisors Inc. | 15,489 | 12,880 | -2,609 | -16.84% |
| Baird Financial Group Inc. | 75,075 | 62,589 | -12,486 | -16.63% |
| Pointe Capital Management LLC | 12,547 | 10,561 | -1,986 | -15.83% |
| Advisors Asset Management Inc. | 27,627 | 23,349 | -4,278 | -15.48% |
| Spire Wealth Management | 4,720 | 4,000 | -720 | -15.25% |
| Advisory Services Network LLC | 15,066 | 12,849 | -2,217 | -14.72% |
| Integrated Wealth Concepts LLC | 49,075 | 42,081 | -6,994 | -14.25% |
| Bank of America Corp DE | 492,802 | 423,676 | -69,126 | -14.03% |
| Hennion & Walsh Asset Management Inc. | 146,058 | 125,795 | -20,263 | -13.87% |
| Foster & Motley Inc. | 76,047 | 66,254 | -9,793 | -12.88% |
| Whittier Trust Co. of Nevada Inc. | 2,612 | 2,277 | -335 | -12.83% |
| Morgan Stanley | 3,070,166 | 2,712,114 | -358,052 | -11.66% |
| M Holdings Securities Inc. | 78,167 | 70,962 | -7,205 | -9.22% |
| Commonwealth Equity Services LLC | 65,470 | 60,033 | -5,437 | -8.30% |
| Janney Montgomery Scott LLC | 44,690 | 41,188 | -3,502 | -7.84% |
| Sowell Financial Services LLC | 46,235 | 42,840 | -3,395 | -7.34% |
| Sage Capital Advisors llc | 41,036 | 38,310 | -2,726 | -6.64% |
| First Trust Advisors LP | 128,017 | 120,232 | -7,785 | -6.08% |
| Hollencrest Capital Management | 47,845 | 44,952 | -2,893 | -6.05% |
| Peregrine Asset Advisers Inc. | 33,451 | 31,440 | -2,011 | -6.01% |
| Future Financial Wealth Managment LLC | 17,650 | 16,650 | -1,000 | -5.67% |
| LPL Financial LLC | 506,498 | 481,798 | -24,700 | -4.88% |
| GWM Advisors LLC | 92,477 | 88,308 | -4,169 | -4.51% |
| Gator Capital Management LLC | 10,680 | 10,230 | -450 | -4.21% |
| Evoke Wealth LLC | 210,812 | 202,575 | -8,237 | -3.91% |
| Wells Fargo & Company MN | 811,324 | 783,324 | -28,000 | -3.45% |
| Rockefeller Capital Management L.P. | 83,900 | 81,070 | -2,830 | -3.37% |
| Steward Partners Investment Advisory LLC | 12,241 | 11,852 | -389 | -3.18% |
| Herr Investment Group LLC | 577,656 | 560,015 | -17,641 | -3.05% |
| Consolidated Portfolio Review Corp | 88,920 | 87,120 | -1,800 | -2.02% |
| Evergreen Capital Management LLC | 235,198 | 230,602 | -4,596 | -1.95% |
| Private Advisor Group LLC | 102,492 | 100,582 | -1,910 | -1.86% |
| Woodward Diversified Capital LLC | 41,311 | 40,600 | -711 | -1.72% |
| Golden State Equity Partners | 151,108 | 148,998 | -2,110 | -1.40% |
| Matrix Private Capital Group LLC | 110,668 | 109,294 | -1,374 | -1.24% |
| HighTower Advisors LLC | 475,962 | 470,349 | -5,613 | -1.18% |
| Summit X LLC | 178,656 | 178,371 | -285 | -0.16% |
| 13F Filers Exiting DSL | ||||
| GDS Wealth Management | 22,858 | 0 | -22,858 | -100.00% |
| WealthPlan Investment Management LLC | 10,899 | 0 | -10,899 | -100.00% |
| Oliver Lagore Vanvalin Investment Group | 3,806 | 0 | -3,806 | -100.00% |
| Ronald Blue Trust Inc. | 238 | 0 | -238 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 2,950 | 0 | -2,950 | -100.00% |
| Csenge Advisory Group | 10,182 | 0 | -10,182 | -100.00% |
| MYDA Advisors LLC | 40,000 | 0 | -40,000 | -100.00% |
| Simplex Trading LLC | 1,134 | 0 | -1,134 | -100.00% |
| Susquehanna International Group LLP | 35,458 | 0 | -35,458 | -100.00% |
| CIBC World Markets Inc. | 29,679 | 0 | -29,679 | -100.00% |
| Millennium Management LLC | 44,668 | 0 | -44,668 | -100.00% |
| FMR LLC | 1 | 0 | -1 | -100.00% |
| Fifth Third Bancorp | 4,000 | 0 | -4,000 | -100.00% |
See Summary: Institutional Holders of DSL
See Details: Top 10 Hedge Funds Holding DSL
Also See: DSL Insider Buying
