HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FE Share Count | ||||
| Norden Group LLC | 10,414 | 295,936 | +285,522 | +2741.71% |
| Park Place Capital Corp | 58 | 230 | +172 | +296.55% |
| Wealth Enhancement Advisory Services LLC | 23,391 | 73,567 | +50,176 | +214.51% |
| First Financialcorp IN | 106 | 331 | +225 | +212.26% |
| NBC Securities Inc. | 860 | 1,860 | +1,000 | +116.28% |
| CVA Family Office LLC | 630 | 1,085 | +455 | +72.22% |
| GoalVest Advisory LLC | 240 | 410 | +170 | +70.83% |
| Valley National Advisers Inc. | 205 | 300 | +95 | +46.34% |
| Rise Advisors LLC | 996 | 1,358 | +362 | +36.35% |
| Wealthfront Advisers LLC | 15,790 | 20,580 | +4,790 | +30.34% |
| GAMMA Investing LLC | 4,822 | 6,112 | +1,290 | +26.75% |
| Hexagon Capital Partners LLC | 4,624 | 5,585 | +961 | +20.78% |
| New Mexico Educational Retirement Board | 28,340 | 33,140 | +4,800 | +16.94% |
| Veriti Management LLC | 6,318 | 7,306 | +988 | +15.64% |
| Wallace Advisory Group LLC | 13,801 | 15,036 | +1,235 | +8.95% |
| Capital Advisors Ltd. LLC | 242 | 260 | +18 | +7.44% |
| Cornerstone Wealth Group LLC | 79,057 | 83,822 | +4,765 | +6.03% |
| Massmutual Trust Co. FSB ADV | 914 | 968 | +54 | +5.91% |
| Navalign LLC | 17,315 | 18,313 | +998 | +5.76% |
| Twelve Points Wealth Management LLC | 7,595 | 8,003 | +408 | +5.37% |
| Bruce G. Allen Investments LLC | 231 | 243 | +12 | +5.19% |
| Aurum Wealth Management Group LLC | 7,678 | 7,973 | +295 | +3.84% |
| Spirit of America Management Corp NY | 12,300 | 12,700 | +400 | +3.25% |
| Fulton Bank N.A. | 10,208 | 10,407 | +199 | +1.95% |
| MV Capital Management Inc. | 296 | 300 | +4 | +1.35% |
| Portside Wealth Group LLC | 35,134 | 35,554 | +420 | +1.20% |
| Brookstone Capital Management | 6,812 | 6,881 | +69 | +1.01% |
| Breakwater Capital Group | 6,463 | 6,528 | +65 | +1.01% |
| Allspring Global Investments Holdings LLC | 8,848,344 | 8,930,826 | +82,482 | +0.93% |
| Gulf International Bank UK Ltd | 44,537 | 44,937 | +400 | +0.90% |
| Welch Group LLC | 6,406 | 6,458 | +52 | +0.81% |
| Czech National Bank | 90,450 | 90,867 | +417 | +0.46% |
| Sunbelt Securities Inc. | 270 | 271 | +1 | +0.37% |
| SJS Investment Consulting Inc. | 999 | 1,002 | +3 | +0.30% |
| State of Michigan Retirement System | 141,344 | 141,544 | +200 | +0.14% |
| 13F Filers Reporting New Positions In FE | ||||
| Los Angeles Capital Management & Equity Research Inc. | 0 | 22,435 | +22,435 | +100% |
| Northwest Investment Counselors LLC | 0 | 241 | +241 | +100% |
| IMC Chicago LLC | 0 | 13,856 | +13,856 | +100% |
| Exchange Traded Concepts LLC | 0 | 452 | +452 | +100% |
| Mather Group LLC. | 0 | 3,107 | +3,107 | +100% |
| Riverview Trust Co | 0 | 339 | +339 | +100% |
| MCF Advisors LLC | 0 | 12 | +12 | +100% |
| Valeo Financial Advisors LLC | 0 | 5,882 | +5,882 | +100% |
| Future Financial Wealth Managment LLC | 0 | 500 | +500 | +100% |
| Lloyd Advisory Services LLC. | 0 | 17,940 | +17,940 | +100% |
| Firethorn Wealth Partners LLC | 0 | 5,321 | +5,321 | +100% |
| True Link Financial Advisors LLC | 0 | 7,331 | +7,331 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Meyer Handelman Co. | 15,667 | 15,667 | UNCH | 0.00% |
| City Holding Co. | 1,195 | 1,195 | UNCH | 0.00% |
| Barrett & Company Inc. | 123 | 123 | UNCH | 0.00% |
| Tompkins Financial Corp | 3,974 | 3,974 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 6,037 | 6,037 | UNCH | 0.00% |
| Adirondack Trust Co. | 55 | 55 | UNCH | 0.00% |
| M&R Capital Management Inc. | 100 | 100 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 367 | 367 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 50 | 50 | UNCH | 0.00% |
| Grimes & Company Inc. | 9,000 | 9,000 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 350 | 350 | UNCH | 0.00% |
| Asset Dedication LLC | 497 | 497 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 285 | 285 | UNCH | 0.00% |
| JJJ Advisors Inc. | 4 | 4 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 401 | 401 | UNCH | 0.00% |
| Tradewinds Capital Management LLC | 12 | 12 | UNCH | 0.00% |
| Roble Belko & Company Inc | 11 | 11 | UNCH | 0.00% |
| First PREMIER Bank | 2,510 | 2,510 | UNCH | 0.00% |
| Kohmann Bosshard Financial Services LLC | 46,797 | 46,797 | UNCH | 0.00% |
| Symmetry Partners LLC | 6,498 | 6,498 | UNCH | 0.00% |
| Versant Capital Management Inc | 164 | 164 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 41,579 | 41,579 | UNCH | 0.00% |
| General Partner Inc. | 150 | 150 | UNCH | 0.00% |
| Tsfg LLC | 440 | 440 | UNCH | 0.00% |
| Annapolis Financial Services LLC | 227 | 227 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 19 | 19 | UNCH | 0.00% |
| Red Tortoise LLC | 66 | 66 | UNCH | 0.00% |
| City State Bank | 1,560 | 1,560 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 1,612 | 1,612 | UNCH | 0.00% |
| Stephens Consulting LLC | 1,246 | 1,246 | UNCH | 0.00% |
| Financial Perspectives Inc | 82 | 82 | UNCH | 0.00% |
| 13F Filers Decreasing FE Share Count | ||||
| ST Germain D J Co. Inc. | 258 | 54 | -204 | -79.07% |
| AdvisorNet Financial Inc | 151 | 100 | -51 | -33.77% |
| Atticus Wealth Management LLC | 403 | 281 | -122 | -30.27% |
| Financial Management Professionals Inc. | 230 | 164 | -66 | -28.70% |
| Independence Bank of Kentucky | 2,139 | 1,750 | -389 | -18.19% |
| Sound Income Strategies LLC | 474 | 389 | -85 | -17.93% |
| Cullinan Associates Inc. | 32,831 | 27,438 | -5,393 | -16.43% |
| First Hawaiian Bank | 20,337 | 17,038 | -3,299 | -16.22% |
| State of Alaska Department of Revenue | 154,914 | 131,119 | -23,795 | -15.36% |
| Cedrus LLC | 7,930 | 6,957 | -973 | -12.27% |
| Stratos Wealth Partners LTD. | 22,739 | 20,494 | -2,245 | -9.87% |
| Beese Fulmer Investment Management Inc. | 9,911 | 9,011 | -900 | -9.08% |
| Hennion & Walsh Asset Management Inc. | 40,375 | 36,813 | -3,562 | -8.82% |
| Capital Investment Advisors LLC | 11,123 | 10,197 | -926 | -8.33% |
| Pure Financial Advisors Inc. | 16,391 | 15,127 | -1,264 | -7.71% |
| Pinnacle Bank | 1,182 | 1,100 | -82 | -6.94% |
| Pensionfund Sabic | 33,000 | 31,500 | -1,500 | -4.55% |
| Hartford Investment Management Co. | 34,727 | 33,351 | -1,376 | -3.96% |
| Harbor Investment Advisory LLC | 20,309 | 19,629 | -680 | -3.35% |
| CWM LLC | 30,133 | 29,498 | -635 | -2.11% |
| Sumitomo Mitsui Trust Holdings Inc. | 1,286,200 | 1,275,037 | -11,163 | -0.87% |
| Daymark Wealth Partners LLC | 72,037 | 71,989 | -48 | -0.07% |
| Park Avenue Securities LLC | 28,886 | 28,871 | -15 | -0.05% |
| 13F Filers Exiting FE | ||||
| BKM Wealth Management LLC | 2,228 | 0 | -2,228 | -100.00% |
| West Paces Advisors Inc. | 388 | 0 | -388 | -100.00% |
| WFA Asset Management Corp | 343 | 0 | -343 | -100.00% |
| TrueMark Investments LLC | 58,106 | 0 | -58,106 | -100.00% |
| Fortitude Family Office LLC | 33 | 0 | -33 | -100.00% |
| International Assets Investment Management LLC | 5,797 | 0 | -5,797 | -100.00% |
| Banque Cantonale Vaudoise | 5,286 | 0 | -5,286 | -100.00% |
| SeaCrest Wealth Management LLC | 8,219 | 0 | -8,219 | -100.00% |
| Trilogy Capital Inc. | 6,081 | 0 | -6,081 | -100.00% |
| Trust Co | 237 | 0 | -237 | -100.00% |
| Private Ocean LLC | 125 | 0 | -125 | -100.00% |
| Cutler Group LP | 2,554 | 0 | -2,554 | -100.00% |
| DNB Asset Management AS | 20,789 | 0 | -20,789 | -100.00% |
| Baker Ellis Asset Management LLC | 8,189 | 0 | -8,189 | -100.00% |
| Norris Perne & French LLP MI | 6,650 | 0 | -6,650 | -100.00% |
| Salem Investment Counselors Inc. | 37 | 0 | -37 | -100.00% |
| OLD National Bancorp IN | 8,143 | 0 | -8,143 | -100.00% |
See Summary: Institutional Holders of FE
See Details: Top 10 Hedge Funds Holding FE
Also See: FE Insider Buying
