Filer | 9/30/2023 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