HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FDMO Share Count | ||||
| Prudential PLC | 6,280 | 18,035 | +11,755 | +187.18% |
| Commonwealth Equity Services LLC | 14,111 | 32,861 | +18,750 | +132.88% |
| LPL Financial LLC | 15,331 | 20,785 | +5,454 | +35.57% |
| JPMorgan Chase & Co. | 9,438 | 12,188 | +2,750 | +29.14% |
| Cetera Advisor Networks LLC | 9,918 | 10,866 | +948 | +9.56% |
| Envestnet Asset Management Inc. | 838,308 | 873,345 | +35,037 | +4.18% |
| Cetera Investment Advisers | 57,123 | 59,321 | +2,198 | +3.85% |
| AE Wealth Management LLC | 60,831 | 62,762 | +1,931 | +3.17% |
| Kestra Advisory Services LLC | 24,975 | 25,719 | +744 | +2.98% |
| FMR LLC | 60,757 | 61,409 | +652 | +1.07% |
| Cambridge Investment Research Advisors Inc. | 13,446 | 13,447 | +1 | +0.01% |
| 13F Filers Reporting New Positions In FDMO | ||||
| Wells Fargo & Company MN | 0 | 0 | UNCH | 100% |
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Fiduciary Trust Co. | 0 | 4,214 | +4,214 | +100% |
| Goldman Sachs Group Inc. | 0 | 18,356 | +18,356 | +100% |
| Advisory Services Network LLC | 0 | 167 | +167 | +100% |
| Trilogy Capital Inc. | 0 | 32,406 | +32,406 | +100% |
| Rockefeller Capital Management L.P. | 0 | 12,325 | +12,325 | +100% |
| International Assets Investment Management LLC | 0 | 5,292 | +5,292 | +100% |
| Coppell Advisory Solutions LLC | 0 | 9 | +9 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Benjamin F. Edwards & Company Inc. | 300 | 300 | UNCH | 0.00% |
| Tower Research Capital LLC TRC | 20 | 20 | UNCH | 0.00% |
| Rehmann Capital Advisory Group | 23,656 | 23,656 | UNCH | 0.00% |
| Inscription Capital LLC | 6,610 | 6,610 | UNCH | 0.00% |
| Spire Wealth Management | 25 | 25 | UNCH | 0.00% |
| Hoxton Planning & Management LLC | 8,866 | 8,866 | UNCH | 0.00% |
| 13F Filers Decreasing FDMO Share Count | ||||
| Royal Bank of Canada | 390 | 16 | -374 | -95.90% |
| Bank of America Corp DE | 17,197 | 5,461 | -11,736 | -68.24% |
| Advisor Group Holdings Inc. | 253,694 | 140,598 | -113,096 | -44.58% |
| Wealth Enhancement Advisory Services LLC | 50,029 | 31,883 | -18,146 | -36.27% |
| GWM Advisors LLC | 26,699 | 21,759 | -4,940 | -18.50% |
| Darwin Advisors LLC | 5,883 | 5,416 | -467 | -7.94% |
| Bryant Woods Investment Advisors LLC | 27,845 | 25,745 | -2,100 | -7.54% |
| Cerity Partners LLC | 85,925 | 83,559 | -2,366 | -2.75% |
| Sax Wealth Advisors LLC | 11,445 | 11,245 | -200 | -1.75% |
| Great Lakes Retirement Inc. | 245,895 | 243,175 | -2,720 | -1.11% |
| Morgan Stanley | 30,810 | 30,653 | -157 | -0.51% |
| 13F Filers Exiting FDMO | ||||
| Susquehanna International Group LLP | 5,899 | 0 | -5,899 | -100.00% |
| Harbour Investments Inc. | 92 | 0 | -92 | -100.00% |
See Summary: Institutional Holders of FDMO
See Details: Top 10 Hedge Funds Holding FDMO
