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EIM Holdings Changes image
This page summarizes the EIM 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 EIM 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing EIM Share Count
NBC Securities Inc. 350 500 +150 +42.86%
SJS Investment Consulting Inc. 3,961 4,029 +68 +1.72%
PFS Partners LLC 26,500 26,866 +366 +1.38%
Allen Mooney & Barnes Investment Advisors LLC 27,468 27,498 +30 +0.11%
13F Filers With Unchanged Share Count
Peoples Financial Services CORP. 1,666 1,666 UNCH 0.00%
Indiana Trust & Investment Management CO 154,093 154,093 UNCH 0.00%
Pflug Koory LLC 28,325 28,325 UNCH 0.00%
Coastal Investment Advisors Inc. 12,461 12,461 UNCH 0.00%
DHJJ Financial Advisors Ltd. 1,260 1,260 UNCH 0.00%
HFG Advisors Inc. 14,328 14,328 UNCH 0.00%
Fortitude Family Office LLC 5,800 5,800 UNCH 0.00%
13F Filers Decreasing EIM Share Count
Hennion & Walsh Asset Management Inc. 1,052,666 855,164 -197,502 -18.76%
Wealthcare Advisory Partners LLC 21,536 20,016 -1,520 -7.06%
Allspring Global Investments Holdings LLC 1,285,669 1,253,117 -32,552 -2.53%
Capital Investment Advisors LLC 39,832 39,579 -253 -0.64%
13F Filers Exiting EIM
International Assets Investment Management LLC 97,549 0 -97,549 -100.00%
Integrated Capital Management Inc. 16,825 0 -16,825 -100.00%
AdvisorNet Financial Inc 3,799 0 -3,799 -100.00%
Park Avenue Securities LLC 108,668 0 -108,668 -100.00%

See Summary: Institutional Holders of EIM
See Details: Top 10 Hedge Funds Holding EIM
Also See: EIM Insider Buying

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