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EWL Holdings Changes image
This page summarizes the EWL holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether EWL 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).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing EWL Share Count
Desjardins Global Asset Management Inc. 865 73,952 +73,087 +8449.36%
LPL Financial LLC 51,987 243,662 +191,675 +368.70%
BlackRock Inc. 476,117 2,228,005 +1,751,888 +367.95%
Tower Research Capital LLC TRC 33 128 +95 +287.88%
Barclays PLC 23,818 82,442 +58,624 +246.13%
Cutler Group LP 100 300 +200 +200.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main 1,855 4,619 +2,764 +149.00%
Equitable Holdings Inc. 29,273 54,451 +25,178 +86.01%
Fisher Asset Management LLC 28,785 53,045 +24,260 +84.28%
Flow Traders U.S. LLC 134,679 240,701 +106,022 +78.72%
JPMorgan Chase & Co. 320,383 566,763 +246,380 +76.90%
Stifel Financial Corp 6,057 10,050 +3,993 +65.92%
Citigroup Inc. 11,907 19,350 +7,443 +62.51%
LFA Lugano Financial Advisors SA 9,549 14,468 +4,919 +51.51%
Mirae Asset Global Investments Co. Ltd. 117,510 172,520 +55,010 +46.81%
Mount Lucas Management LP 11,402 15,330 +3,928 +34.45%
Compagnie Lombard Odier SCmA 14,760 18,990 +4,230 +28.66%
AlphaCentric Advisors LLC 1,941 2,436 +495 +25.50%
CI Private Wealth LLC 9,449 11,634 +2,185 +23.12%
GSA Capital Partners LLP 6,200 7,500 +1,300 +20.97%
Morgan Stanley 512,148 612,638 +100,490 +19.62%
Global Retirement Partners LLC 5,295 6,225 +930 +17.56%
Private Trust Co. NA 303 351 +48 +15.84%
Massmutual Trust Co. FSB ADV 885 1,025 +140 +15.82%
Atria Investments LLC 26,412 29,342 +2,930 +11.09%
Hudson Value Partners LLC 8,496 9,436 +940 +11.06%
Qube Research & Technologies Ltd 180,576 199,011 +18,435 +10.21%
GenTrust LLC 21,970 24,160 +2,190 +9.97%
UBS Group AG 261,777 285,108 +23,331 +8.91%
FMR LLC 5,618 6,112 +494 +8.79%
Commonwealth Equity Services LLC 9,227 9,978 +751 +8.14%
Ameliora Wealth Management Ltd. 12,327 13,295 +968 +7.85%
Connectus Wealth LLC 4,628 4,985 +357 +7.71%
Contravisory Investment Management Inc. 14,623 15,735 +1,112 +7.60%
Legacy Capital Group California Inc. 14,623 15,561 +938 +6.41%
Ameriprise Financial Inc. 6,427 6,809 +382 +5.94%
1607 Capital Partners LLC 1,273,058 1,335,558 +62,500 +4.91%
Idaho Trust Bank 35,412 36,956 +1,544 +4.36%
Comerica Bank 3,237 3,363 +126 +3.89%
Cetera Advisors LLC 10,805 11,205 +400 +3.70%
Allspring Global Investments Holdings LLC 1,032,608 1,052,437 +19,829 +1.92%
National Bank of Canada FI 10,191 10,378 +187 +1.83%
HighTower Advisors LLC 142,998 145,205 +2,207 +1.54%
Creative Planning 34,881 35,151 +270 +0.77%
TD Waterhouse Canada Inc. 41,992 42,252 +260 +0.62%
Bank Julius Baer & Co. Ltd Zurich 442,514 445,217 +2,703 +0.61%
Lmcg Investments LLC 22,346 22,452 +106 +0.47%
Exencial Wealth Advisors LLC 5,286 5,304 +18 +0.34%
Nisa Investment Advisors LLC 41,000 41,100 +100 +0.24%
13F Filers Reporting New Positions In EWL
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 45 +45 +100%
Thrivent Financial for Lutherans 0 6,959 +6,959 +100%
Blair William & Co. IL 0 215 +215 +100%
Invesco Ltd. 0 7,728 +7,728 +100%
Renaissance Technologies LLC 0 16,200 +16,200 +100%
Fairfield Bush & CO. 0 262 +262 +100%
Rational Advisors LLC 0 467,504 +467,504 +100%
MeadowBrook Investment Advisors LLC 0 150 +150 +100%
Clear Street Markets LLC 0 1 +1 +100%
Crabel Capital Management LLC 0 7,415 +7,415 +100%
Advisory Services Network LLC 0 728 +728 +100%
Bellecapital International Ltd. 0 4,491 +4,491 +100%
Trexquant Investment LP 0 7,816 +7,816 +100%
Sound Income Strategies LLC 0 25 +25 +100%
swisspartners Advisors Ltd 0 4,295 +4,295 +100%
International Assets Investment Management LLC 0 6,097 +6,097 +100%
AlTi Global Inc. 0 6,220 +6,220 +100%
Orion Capital Management LLC 0 401 +401 +100%
Coppell Advisory Solutions LLC 0 5,520 +5,520 +100%
EHP Funds Inc. 0 11,000 +11,000 +100%
ICA Group Wealth Management LLC 0 86 +86 +100%
McGlone Suttner Wealth Management Inc. 0 68 +68 +100%
Kingswood Wealth Advisors LLC 0 4,377 +4,377 +100%
BKM Wealth Management LLC 0 6 +6 +100%
Wetzel Investment Advisors Inc. 0 131 +131 +100%
Unique Wealth Strategies LLC 0 4,601 +4,601 +100%
Pathstone Holdings LLC 0 11,409 +11,409 +100%
Richardson Financial Services Inc. 0 12,218 +12,218 +100%
13F Filers With Unchanged Share Count
US Bancorp DE 6,694 6,694 UNCH 0.00%
M&T Bank Corp 37,139 37,139 UNCH 0.00%
Caldwell Sutter Capital Inc. 140 140 UNCH 0.00%
Harbour Investments Inc. 179 179 UNCH 0.00%
Toronto Dominion Bank 5 5 UNCH 0.00%
Tompkins Financial Corp 2,200 2,200 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 601 601 UNCH 0.00%
AlphaMark Advisors LLC 475 475 UNCH 0.00%
Keel Point LLC 10,646 10,646 UNCH 0.00%
Lee Financial Co 25 25 UNCH 0.00%
O Shaughnessy Asset Management LLC 1,334 1,334 UNCH 0.00%
Sandy Spring Bank 134 134 UNCH 0.00%
Savant Capital LLC 4,780 4,780 UNCH 0.00%
Global Endowment Management LP 16,000 16,000 UNCH 0.00%
New Vernon Capital Holdings II LLC 161,364 161,364 UNCH 0.00%
Banque Pictet & Cie SA 5,800 5,800 UNCH 0.00%
East Coast Asset Management LLC. 7,667 7,667 UNCH 0.00%
Balentine LLC 41 41 UNCH 0.00%
Bridgewater Advisors Inc. 31,880 31,880 UNCH 0.00%
Wealth Enhancement Advisory Services LLC 7,266 7,266 UNCH 0.00%
RFG Advisory LLC 7,894 7,894 UNCH 0.00%
GWM Advisors LLC 175 175 UNCH 0.00%
Venturi Wealth Management LLC 320 320 UNCH 0.00%
EverSource Wealth Advisors LLC 100 100 UNCH 0.00%
Bogart Wealth LLC 30 30 UNCH 0.00%
Steward Partners Investment Advisory LLC 21,456 21,456 UNCH 0.00%
Front Row Advisors LLC 114 114 UNCH 0.00%
Investors Research Corp 30 30 UNCH 0.00%
Solstein Capital LLC 814 814 UNCH 0.00%
Financial Gravity Asset Management Inc. 1 1 UNCH 0.00%
Carolinas Wealth Consulting LLC 172 172 UNCH 0.00%
Archer Investment Corp 94 94 UNCH 0.00%
Iron Horse Wealth Management LLC 166 166 UNCH 0.00%
Henrickson Nauta Wealth Advisors Inc. 7,312 7,312 UNCH 0.00%
Covestor Ltd 20 20 UNCH 0.00%
LGT Financial Advisors LLC 367 367 UNCH 0.00%
13F Filers Decreasing EWL Share Count
OLD Mission Capital LLC 195,085 13,151 -181,934 -93.26%
Pictet North America Advisors SA 292,227 41,001 -251,226 -85.97%
Bank of Montreal Can 141,003 21,500 -119,503 -84.75%
Integrated Wealth Concepts LLC 22,121 4,777 -17,344 -78.41%
BNP Paribas Arbitrage SA 5,305 1,393 -3,912 -73.74%
Goldman Sachs Group Inc. 57,291 15,826 -41,465 -72.38%
Susquehanna International Group LLP 27,020 8,238 -18,782 -69.51%
Zacks Investment Management 40,145 14,697 -25,448 -63.39%
Transamerica Financial Advisors Inc. 2 1 -1 -50.00%
Wells Fargo & Company MN 188,494 97,108 -91,386 -48.48%
Proquility Private Wealth Partners LLC 61,746 34,016 -27,730 -44.91%
TD Asset Management Inc. 1,393,701 802,295 -591,406 -42.43%
Syon Capital LLC 256,655 158,277 -98,378 -38.33%
Citadel Advisors LLC 242,700 150,159 -92,541 -38.13%
Rhumbline Advisers 9,530 6,310 -3,220 -33.79%
Hexagon Capital Partners LLC 513 359 -154 -30.02%
Hsbc Holdings PLC 34,461 25,506 -8,955 -25.99%
Royal Bank of Canada 136,127 103,634 -32,493 -23.87%
Advisor Group Holdings Inc. 283,761 221,527 -62,234 -21.93%
Banco Santander S.A. 29,691 24,553 -5,138 -17.30%
MML Investors Services LLC 42,819 35,924 -6,895 -16.10%
Atria Wealth Solutions Inc. 19,297 16,597 -2,700 -13.99%
Raymond James Financial Services Advisors Inc. 5,534 4,785 -749 -13.53%
Spire Wealth Management 762 662 -100 -13.12%
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors 24,878 21,621 -3,257 -13.09%
APCM Wealth Management for Individuals 2,684 2,339 -345 -12.85%
Catalyst Capital Advisors LLC 534,262 467,504 -66,758 -12.50%
Millburn Ridgefield Corp 534,262 467,504 -66,758 -12.50%
Marotta Asset Management 16,005 14,045 -1,960 -12.25%
CX Institutional 331,382 290,796 -40,586 -12.25%
Stratos Wealth Partners LTD. 6,861 6,060 -801 -11.67%
Green Harvest Asset Management LLC 93,150 84,728 -8,422 -9.04%
Banque Cantonale Vaudoise 18,666 17,243 -1,423 -7.62%
The PNC Financial Services Group Inc. 24,827 23,426 -1,401 -5.64%
CIBC World Markets Inc. 16,726 15,810 -916 -5.48%
Kestra Advisory Services LLC 5,214 4,930 -284 -5.45%
Ifrah Financial Services Inc. 5,232 4,966 -266 -5.08%
Envestnet Asset Management Inc. 417,761 397,215 -20,546 -4.92%
Raymond James & Associates 32,847 31,264 -1,583 -4.82%
AFG Fiduciary Services Limited Partnership 12,439 11,962 -477 -3.83%
Cetera Investment Advisers 191,969 185,314 -6,655 -3.47%
Evergreen Capital Management LLC 18,726 18,206 -520 -2.78%
First Personal Financial Services 184,284 179,711 -4,573 -2.48%
Baird Financial Group Inc. 11,472 11,218 -254 -2.21%
Bank of America Corp DE 1,937,779 1,896,021 -41,758 -2.15%
ProVise Management Group LLC 7,547 7,390 -157 -2.08%
Assetmark Inc. 871,791 860,849 -10,942 -1.26%
CWM LLC 1,845 1,826 -19 -1.03%
Csenge Advisory Group 5,227 5,186 -41 -0.78%
Cetera Advisor Networks LLC 55,271 54,942 -329 -0.60%
Innealta Capital LLC 61,072 60,752 -320 -0.52%
Rockefeller Capital Management L.P. 30,276 30,190 -86 -0.28%
Vontobel Holding Ltd. 679,659 678,390 -1,269 -0.19%
13F Filers Exiting EWL
Buck Wealth Strategies LLC 357 0 -357 -100.00%
Tsfg LLC 1,625 0 -1,625 -100.00%
Carolina Wealth Advisors LLC 100 0 -100 -100.00%
Aspire Private Capital LLC 735 0 -735 -100.00%
Cary Street Partners Investment Advisory LLC 102 0 -102 -100.00%
Wsfs Capital Management LLC 5,337 0 -5,337 -100.00%
Polianta Ltd 296,300 0 -296,300 -100.00%
IFP Advisors Inc 110 0 -110 -100.00%
Jane Street Group LLC 213,808 0 -213,808 -100.00%
Headlands Technologies LLC 20 0 -20 -100.00%
Private Advisor Group LLC 454 0 -454 -100.00%
Horizon Investments LLC 7 0 -7 -100.00%
Modera Wealth Management LLC 163,257 0 -163,257 -100.00%
Perkins Coie Trust Co 73 0 -73 -100.00%
United Capital Financial Advisers LLC 5,086 0 -5,086 -100.00%
Wolverine Asset Management LLC 100 0 -100 -100.00%
Deutsche Bank AG 2,755 0 -2,755 -100.00%
Stephenson National Bank & Trust 106 0 -106 -100.00%
Tudor Investment Corp Et Al 51,066 0 -51,066 -100.00%
Marvin & Palmer Associates Inc. 17,894 0 -17,894 -100.00%
Clearstead Advisors LLC 16 0 -16 -100.00%
ST Germain D J Co. Inc. 195 0 -195 -100.00%
Fifth Third Bancorp 16 0 -16 -100.00%

See Summary: Institutional Holders of EWL
See Details: Top 10 Hedge Funds Holding EWL

EWL Holdings Changes | www.HoldingsChannel.com

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