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FWRG Holdings Changes image
This page summarizes the FWRG 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 FWRG 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 FWRG Share Count
Loup Funds LLC 110,006 412,884 +302,878 +275.33%
Raymond James & Associates 122,917 275,162 +152,245 +123.86%
Allspring Global Investments Holdings LLC 591,207 592,481 +1,274 +0.22%
13F Filers Reporting New Positions In FWRG
Wesbanco Bank Inc. 0 48,699 +48,699 +100%
WCM Investment Management LLC 0 651,114 +651,114 +100%
Massmutual Trust Co. FSB ADV 0 11 +11 +100%
YHB Investment Advisors Inc. 0 50 +50 +100%
Simplex Trading LLC 0 3,983 +3,983 +100%
Mather Group LLC. 0 45 +45 +100%
Zweig DiMenna Associates LLC 0 173,000 +173,000 +100%
Allworth Financial LP 0 6 +6 +100%
LVW Advisors LLC 0 9,212 +9,212 +100%
Sunbelt Securities Inc. 0 2,622 +2,622 +100%
13F Filers With Unchanged Share Count
Moody National Bank Trust Division 28,250 28,250 UNCH 0.00%
Zurcher Kantonalbank Zurich Cantonalbank 5,295 5,295 UNCH 0.00%
CWM LLC 142 142 UNCH 0.00%
First Horizon Advisors Inc. 157 157 UNCH 0.00%
MCF Advisors LLC 261 261 UNCH 0.00%
Park Place Capital Corp 63 63 UNCH 0.00%
13F Filers Decreasing FWRG Share Count
Amalgamated Bank 2,379 756 -1,623 -68.22%
Los Angeles Capital Management & Equity Research Inc. 104,699 45,106 -59,593 -56.92%
Bank of New York Mellon Corp 80,729 72,028 -8,701 -10.78%
Total Clarity Wealth Management Inc. 15,319 14,895 -424 -2.77%
Brown Advisory Inc. 1,478,407 1,462,249 -16,158 -1.09%
13F Filers Exiting FWRG
DekaBank Deutsche Girozentrale 2,047 0 -2,047 -100.00%

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

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