HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DT Share Count | ||||
| Congress Wealth Management LLC DE | 8,454 | 210,656 | +202,202 | +2391.79% |
| Congress Asset Management Co. MA | 235,769 | 1,815,931 | +1,580,162 | +670.22% |
| AdvisorNet Financial Inc | 59 | 224 | +165 | +279.66% |
| New England Research & Management Inc. | 8,975 | 21,250 | +12,275 | +136.77% |
| Yarbrough Capital LLC | 7,072 | 13,719 | +6,647 | +93.99% |
| Robeco Institutional Asset Management B.V. | 200,395 | 372,113 | +171,718 | +85.69% |
| Oak Thistle LLC | 6,966 | 12,176 | +5,210 | +74.79% |
| Park Avenue Securities LLC | 16,094 | 23,202 | +7,108 | +44.17% |
| MJP Associates Inc. ADV | 5,731 | 7,985 | +2,254 | +39.33% |
| CWM LLC | 1,352 | 1,807 | +455 | +33.65% |
| Capital Advisors Ltd. LLC | 36 | 48 | +12 | +33.33% |
| Wealth Enhancement Advisory Services LLC | 4,658 | 6,039 | +1,381 | +29.65% |
| Hennion & Walsh Asset Management Inc. | 17,183 | 21,372 | +4,189 | +24.38% |
| Perpetual Ltd | 1,511,222 | 1,866,129 | +354,907 | +23.48% |
| IFM Investors Pty Ltd | 45,968 | 56,536 | +10,568 | +22.99% |
| GraniteShares Advisors LLC | 7,589 | 8,856 | +1,267 | +16.70% |
| Fifth Third Bancorp | 35,388 | 41,295 | +5,907 | +16.69% |
| Nations Financial Group Inc. IA ADV | 14,145 | 16,336 | +2,191 | +15.49% |
| Cambridge Investment Research Advisors Inc. | 6,220 | 6,907 | +687 | +11.05% |
| Raymond James Trust N.A. | 5,166 | 5,732 | +566 | +10.96% |
| Maryland State Retirement & Pension System | 18,503 | 20,255 | +1,752 | +9.47% |
| NBC Securities Inc. | 53 | 58 | +5 | +9.43% |
| Sumitomo Mitsui Trust Holdings Inc. | 532,149 | 575,760 | +43,611 | +8.20% |
| KAMES CAPITAL plc | 825,744 | 893,472 | +67,728 | +8.20% |
| Brown Advisory Inc. | 11,742,589 | 12,704,865 | +962,276 | +8.19% |
| Los Angeles Capital Management & Equity Research Inc. | 99,664 | 105,154 | +5,490 | +5.51% |
| Raymond James & Associates | 235,222 | 246,870 | +11,648 | +4.95% |
| Gulf International Bank UK Ltd | 19,622 | 20,553 | +931 | +4.74% |
| United Asset Strategies Inc. | 28,443 | 29,321 | +878 | +3.09% |
| Louisiana State Employees Retirement System | 67,000 | 69,000 | +2,000 | +2.99% |
| State of Michigan Retirement System | 57,200 | 58,900 | +1,700 | +2.97% |
| McAdam LLC | 12,575 | 12,818 | +243 | +1.93% |
| Walter Public Investments Inc. | 282,091 | 284,473 | +2,382 | +0.84% |
| State of Alaska Department of Revenue | 34,254 | 34,514 | +260 | +0.76% |
| Dakota Wealth Management | 11,102 | 11,161 | +59 | +0.53% |
| Artemis Investment Management LLP | 564,290 | 566,655 | +2,365 | +0.42% |
| 13F Filers Reporting New Positions In DT | ||||
| First Hawaiian Bank | 0 | 29,200 | +29,200 | +100% |
| Salem Investment Counselors Inc. | 0 | 300 | +300 | +100% |
| Regions Financial Corp | 0 | 22,339 | +22,339 | +100% |
| IMC Chicago LLC | 0 | 23,107 | +23,107 | +100% |
| Harbor Investment Advisory LLC | 0 | 60 | +60 | +100% |
| Mather Group LLC. | 0 | 27 | +27 | +100% |
| Riverview Trust Co | 0 | 364 | +364 | +100% |
| MV Capital Management Inc. | 0 | 3 | +3 | +100% |
| Sendero Wealth Management LLC | 0 | 10,698 | +10,698 | +100% |
| Cooper Financial Group | 0 | 7,626 | +7,626 | +100% |
| Rise Advisors LLC | 0 | 636 | +636 | +100% |
| Park Place Capital Corp | 0 | 1,571 | +1,571 | +100% |
| Portside Wealth Group LLC | 0 | 4,910 | +4,910 | +100% |
| Norden Group LLC | 0 | 119,415 | +119,415 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 240 | 240 | UNCH | 0.00% |
| New Mexico Educational Retirement Board | 48,500 | 48,500 | UNCH | 0.00% |
| Cullinan Associates Inc. | 118,036 | 118,036 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 90 | 90 | UNCH | 0.00% |
| Contravisory Investment Management Inc. | 466 | 466 | UNCH | 0.00% |
| Livforsakringsbolaget Skandia Omsesidigt | 300 | 300 | UNCH | 0.00% |
| Covea Finance | 46,500 | 46,500 | UNCH | 0.00% |
| Versant Capital Management Inc | 15 | 15 | UNCH | 0.00% |
| Stonegate Investment Group LLC | 29,070 | 29,070 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 300 | 300 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 750 | 750 | UNCH | 0.00% |
| 13F Filers Decreasing DT Share Count | ||||
| Spire Wealth Management | 16,777 | 511 | -16,266 | -96.95% |
| Cutler Group LP | 8,130 | 1,100 | -7,030 | -86.47% |
| DekaBank Deutsche Girozentrale | 83,572 | 31,407 | -52,165 | -62.42% |
| Newbridge Financial Services Group Inc. | 500 | 200 | -300 | -60.00% |
| Banque Cantonale Vaudoise | 26,953 | 11,309 | -15,644 | -58.04% |
| Assenagon Asset Management S.A. | 356,012 | 177,222 | -178,790 | -50.22% |
| Global Retirement Partners LLC | 53 | 28 | -25 | -47.17% |
| Venturi Wealth Management LLC | 393 | 221 | -172 | -43.77% |
| Allspring Global Investments Holdings LLC | 1,892,822 | 1,132,781 | -760,041 | -40.15% |
| GAMMA Investing LLC | 1,616 | 1,057 | -559 | -34.59% |
| Handelsinvest Investeringsforvaltning | 9,425 | 6,204 | -3,221 | -34.18% |
| Financial Management Professionals Inc. | 16 | 11 | -5 | -31.25% |
| Valley National Advisers Inc. | 40 | 30 | -10 | -25.00% |
| Amalgamated Bank | 176,186 | 135,642 | -40,544 | -23.01% |
| RFG Advisory LLC | 9,234 | 8,378 | -856 | -9.27% |
| DNB Asset Management AS | 46,140 | 42,710 | -3,430 | -7.43% |
| Massmutual Trust Co. FSB ADV | 499 | 464 | -35 | -7.01% |
| OLD National Bancorp IN | 5,033 | 4,700 | -333 | -6.62% |
| SJS Investment Consulting Inc. | 25 | 24 | -1 | -4.00% |
| Stanley Laman Group Ltd. | 22,218 | 22,068 | -150 | -0.68% |
| 13F Filers Exiting DT | ||||
| Arlington Trust Co LLC | 35 | 0 | -35 | -100.00% |
| Eaton Financial Holdings Company LLC | 31,119 | 0 | -31,119 | -100.00% |
| David J Yvars Group | 48,560 | 0 | -48,560 | -100.00% |
| International Assets Investment Management LLC | 52,065 | 0 | -52,065 | -100.00% |
| 180 Wealth Advisors LLC | 4,111 | 0 | -4,111 | -100.00% |
| Raymond James Financial Services Advisors Inc. | 67,358 | 0 | -67,358 | -100.00% |
| Country Trust Bank | 41 | 0 | -41 | -100.00% |
| M&R Capital Management Inc. | 3,393 | 0 | -3,393 | -100.00% |
See Summary: Institutional Holders of DT
See Details: Top 10 Hedge Funds Holding DT
Also See: DT Insider Buying
