HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FM Share Count | ||||
| Qube Research & Technologies Ltd | 759 | 117,973 | +117,214 | +15443.21% |
| Jane Street Group LLC | 66,009 | 2,190,078 | +2,124,069 | +3217.85% |
| Citadel Advisors LLC | 14,848 | 48,114 | +33,266 | +224.04% |
| Beacon Pointe Advisors LLC | 31,367 | 53,379 | +22,012 | +70.18% |
| Renaissance Technologies LLC | 85,000 | 110,200 | +25,200 | +29.65% |
| Millburn Ridgefield Corp | 59,607 | 75,081 | +15,474 | +25.96% |
| Hancock Whitney Corp | 29,667 | 35,995 | +6,328 | +21.33% |
| State Street Corp | 24,900 | 27,700 | +2,800 | +11.24% |
| DHK Financial Advisors Inc. | 151,993 | 168,431 | +16,438 | +10.81% |
| Capasso Planning Partners LLC | 102,243 | 110,722 | +8,479 | +8.29% |
| Cahill Financial Advisors Inc. | 66,987 | 70,451 | +3,464 | +5.17% |
| LPL Financial LLC | 17,597 | 18,493 | +896 | +5.09% |
| Claro Advisors LLC | 12,980 | 13,608 | +628 | +4.84% |
| Endowment Wealth Management Inc. | 64,009 | 67,064 | +3,055 | +4.77% |
| Park Avenue Securities LLC | 63,618 | 66,372 | +2,754 | +4.33% |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 154,831 | 161,462 | +6,631 | +4.28% |
| Raymond James Financial Services Advisors Inc. | 22,981 | 23,883 | +902 | +3.92% |
| City of London Investment Management Co. Ltd. | 90,500 | 94,000 | +3,500 | +3.87% |
| Regal Investment Advisors LLC | 57,546 | 59,625 | +2,079 | +3.61% |
| Congress Wealth Management LLC DE | 62,981 | 65,126 | +2,145 | +3.41% |
| Cabot Wealth Management Inc. | 77,188 | 79,315 | +2,127 | +2.76% |
| Capital Analysts LLC | 365,411 | 373,844 | +8,433 | +2.31% |
| Brighton Jones LLC | 11,744 | 11,981 | +237 | +2.02% |
| Lake Street Advisors Group LLC | 90,506 | 92,331 | +1,825 | +2.02% |
| New England Private Wealth Advisors LLC | 19,018 | 19,401 | +383 | +2.01% |
| First Horizon Advisors Inc. | 237 | 241 | +4 | +1.69% |
| SRS Capital Advisors Inc. | 694 | 702 | +8 | +1.15% |
| Texas Yale Capital Corp. | 14,151 | 14,251 | +100 | +0.71% |
| Destination Wealth Management | 9,125 | 9,144 | +19 | +0.21% |
| 4Thought Financial Group Inc. | 2,547 | 2,552 | +5 | +0.20% |
| 13F Filers Reporting New Positions In FM | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 91 | +91 | +100% |
| Tompkins Financial Corp | 0 | 59 | +59 | +100% |
| D. E. Shaw & Co. Inc. | 0 | 10,175 | +10,175 | +100% |
| Scotia Capital Inc. | 0 | 8,138 | +8,138 | +100% |
| Advisory Services Network LLC | 0 | 2,997 | +2,997 | +100% |
| LVZ Advisors Inc. | 0 | 80,813 | +80,813 | +100% |
| Robinson Capital Management LLC | 0 | 850 | +850 | +100% |
| Financial & Tax Architects LLC | 0 | 17,035 | +17,035 | +100% |
| Signature Resources Capital Management LLC | 0 | 908 | +908 | +100% |
| Aspect Partners LLC | 0 | 8,649 | +8,649 | +100% |
| Urban Financial Advisory Corp | 0 | 31,365 | +31,365 | +100% |
| Bear Mountain Capital Inc. | 0 | 1,351 | +1,351 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Citizens Financial Group Inc RI | 19,976 | 19,976 | UNCH | 0.00% |
| Creative Financial Designs Inc. ADV | 507 | 507 | UNCH | 0.00% |
| Strs Ohio | 192,000 | 192,000 | UNCH | 0.00% |
| Citigroup Inc. | 315 | 315 | UNCH | 0.00% |
| Optimum Investment Advisors | 50 | 50 | UNCH | 0.00% |
| Bessemer Group Inc. | 226 | 226 | UNCH | 0.00% |
| CWM LLC | 116 | 116 | UNCH | 0.00% |
| Allworth Financial LP | 45 | 45 | UNCH | 0.00% |
| Tortoise Investment Management LLC | 60 | 60 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 25 | 25 | UNCH | 0.00% |
| Clear Investment Research LLC | 10 | 10 | UNCH | 0.00% |
| IFP Advisors Inc | 536 | 536 | UNCH | 0.00% |
| Glassman Wealth Services | 600 | 600 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 100 | 100 | UNCH | 0.00% |
| Nvwm LLC | 140 | 140 | UNCH | 0.00% |
| Crescent Grove Advisors LLC | 13,128 | 13,128 | UNCH | 0.00% |
| Bogart Wealth LLC | 4,344 | 4,344 | UNCH | 0.00% |
| Global Retirement Partners LLC | 74 | 74 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 13,660 | 13,660 | UNCH | 0.00% |
| Heartwood Wealth Advisors LLC | 28,185 | 28,185 | UNCH | 0.00% |
| Tsfg LLC | 88 | 88 | UNCH | 0.00% |
| Key Financial Inc | 12 | 12 | UNCH | 0.00% |
| Spire Wealth Management | 30 | 30 | UNCH | 0.00% |
| Covestor Ltd | 6 | 6 | UNCH | 0.00% |
| Bbjs Financial Advisors LLC | 1,490 | 1,490 | UNCH | 0.00% |
| 13F Filers Decreasing FM Share Count | ||||
| JPMorgan Chase & Co. | 14,131 | 240 | -13,891 | -98.30% |
| Bank of America Corp DE | 200,378 | 8,272 | -192,106 | -95.87% |
| Tower Research Capital LLC TRC | 196 | 15 | -181 | -92.35% |
| Bank of Montreal Can | 8,699 | 1,436 | -7,263 | -83.49% |
| The PNC Financial Services Group Inc. | 5,563 | 1,288 | -4,275 | -76.85% |
| Royal Bank of Canada | 106,625 | 33,035 | -73,590 | -69.02% |
| Susquehanna International Group LLP | 47,480 | 20,774 | -26,706 | -56.25% |
| Wambolt & Associates LLC | 43,511 | 26,594 | -16,917 | -38.88% |
| Man Group plc | 55,520 | 39,754 | -15,766 | -28.40% |
| Northwestern Mutual Wealth Management Co. | 99,236 | 73,344 | -25,892 | -26.09% |
| OLD Mission Capital LLC | 208,873 | 166,605 | -42,268 | -20.24% |
| UBS Group AG | 71,019 | 56,754 | -14,265 | -20.09% |
| Leavell Investment Management Inc. | 10,164 | 8,126 | -2,038 | -20.05% |
| Morgan Stanley | 448,700 | 383,625 | -65,075 | -14.50% |
| Blair William & Co. IL | 1,184 | 1,034 | -150 | -12.67% |
| Wells Fargo & Company MN | 400,408 | 374,062 | -26,346 | -6.58% |
| Creative Planning | 29,171 | 27,317 | -1,854 | -6.36% |
| Equita Financial Network Inc. | 159,125 | 153,409 | -5,716 | -3.59% |
| Advisor Group Holdings Inc. | 50,464 | 48,749 | -1,715 | -3.40% |
| Commonwealth Equity Services LLC | 17,412 | 16,934 | -478 | -2.75% |
| Cambridge Investment Research Advisors Inc. | 10,625 | 10,353 | -272 | -2.56% |
| Gould Capital LLC | 78,570 | 76,777 | -1,793 | -2.28% |
| Acima Private Wealth LLC | 58,342 | 57,612 | -730 | -1.25% |
| Ronald Blue Trust Inc. | 33,160 | 32,766 | -394 | -1.19% |
| Kovitz Investment Group Partners LLC | 21,774 | 21,543 | -231 | -1.06% |
| HighTower Advisors LLC | 64,433 | 64,109 | -324 | -0.50% |
| Comerica Bank | 4,733 | 4,711 | -22 | -0.46% |
| Ellevest Inc. | 18,115 | 18,114 | -1 | -0.01% |
| 13F Filers Exiting FM | ||||
| Worth Asset Management LLC | 36,906 | 0 | -36,906 | -100.00% |
| Coastal Investment Advisors Inc. | 105 | 0 | -105 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 423 | 0 | -423 | -100.00% |
| Cutler Group LP | 100 | 0 | -100 | -100.00% |
| Johnson Financial Group Inc. | 1,350 | 0 | -1,350 | -100.00% |
| Two Sigma Securities LLC | 10,865 | 0 | -10,865 | -100.00% |
| NTV Asset Management LLC | 7,800 | 0 | -7,800 | -100.00% |
| C M Bidwell & Associates Ltd. | 347 | 0 | -347 | -100.00% |
| Harbour Investments Inc. | 151 | 0 | -151 | -100.00% |
See Summary: Institutional Holders of FM
See Details: Top 10 Hedge Funds Holding FM
