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FUL Holdings Changes image
This page summarizes the FUL holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether FUL 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing FUL Share Count
Global Retirement Partners LLC 38 683 +645 +1697.37%
Wealth Enhancement Advisory Services LLC 15,219 25,808 +10,589 +69.58%
Versant Capital Management Inc 444 500 +56 +12.61%
Chatham Capital Group Inc. 29,846 33,561 +3,715 +12.45%
Allspring Global Investments Holdings LLC 264 290 +26 +9.85%
Cooper Financial Group 6,236 6,848 +612 +9.81%
SJS Investment Consulting Inc. 13 14 +1 +7.69%
Exchange Traded Concepts LLC 352 372 +20 +5.68%
Fifth Third Bancorp 309 325 +16 +5.18%
AdvisorNet Financial Inc 212 222 +10 +4.72%
Carlson Capital Management 11,546 11,936 +390 +3.38%
GAMMA Investing LLC 696 706 +10 +1.44%
13F Filers Reporting New Positions In FUL
Wesbanco Bank Inc. 0 9,700 +9,700 +100%
Raymond James Financial Services Advisors Inc. 0 30,839 +30,839 +100%
Simplicity Wealth LLC 0 8,127 +8,127 +100%
13F Filers With Unchanged Share Count
Papp L Roy & Associates 4,000 4,000 UNCH 0.00%
Guyasuta Investment Advisors Inc. 18,770 18,770 UNCH 0.00%
Farmers & Merchants Investments Inc. 38 38 UNCH 0.00%
Private Trust Co. NA 23 23 UNCH 0.00%
Phocas Financial Corp. 130,701 130,701 UNCH 0.00%
DekaBank Deutsche Girozentrale 331 331 UNCH 0.00%
Murphy Pohlad Asset Management LLC 3,730 3,730 UNCH 0.00%
Capital Asset Advisory Services LLC 2,600 2,600 UNCH 0.00%
Hoese & Co LLP 134 134 UNCH 0.00%
Arlington Trust Co LLC 1,646 1,646 UNCH 0.00%
13F Filers Decreasing FUL Share Count
CWM LLC 110 67 -43 -39.09%
Hexagon Capital Partners LLC 174 114 -60 -34.48%
Country Club Bank GFN 5,100 3,387 -1,713 -33.59%
Amalgamated Bank 23,040 17,081 -5,959 -25.86%
Massmutual Trust Co. FSB ADV 36 30 -6 -16.67%
Raymond James & Associates 71,246 69,375 -1,871 -2.63%
Bfsg LLC 50,646 49,566 -1,080 -2.13%
Brown Advisory Inc. 1,689,282 1,667,002 -22,280 -1.32%
Louisiana State Employees Retirement System 27,000 26,800 -200 -0.74%
State of Alaska Department of Revenue 33,238 33,023 -215 -0.65%
Maryland State Retirement & Pension System 19,634 19,533 -101 -0.51%
13F Filers Exiting FUL
Everpar Advisors LLC 3,134 0 -3,134 -100.00%
Veriti Management LLC 2,610 0 -2,610 -100.00%
International Assets Investment Management LLC 1,221 0 -1,221 -100.00%
Strategic Blueprint LLC 3,000 0 -3,000 -100.00%

See Summary: Institutional Holders of FUL
See Details: Top 10 Hedge Funds Holding FUL
Also See: FUL Insider Buying

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