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GHY Holdings Changes image
This page summarizes the GHY holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether GHY 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).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing GHY Share Count
Huntington National Bank 1 1,376 +1,375 +137500.00%
Elequin Capital LP 3,500 15,591 +12,091 +345.46%
Spire Wealth Management 9,087 13,682 +4,595 +50.57%
Comerica Bank 1,935 2,600 +665 +34.37%
Steward Partners Investment Advisory LLC 48,368 60,675 +12,307 +25.44%
Bank of America Corp DE 134,432 165,570 +31,138 +23.16%
LPL Financial LLC 244,991 292,501 +47,510 +19.39%
Royal Bank of Canada 604,084 690,150 +86,066 +14.25%
Gator Capital Management LLC 16,800 19,000 +2,200 +13.10%
Envestnet Asset Management Inc. 109,687 121,464 +11,777 +10.74%
Cetera Advisors LLC 105,564 116,901 +11,337 +10.74%
Penserra Capital Management LLC 997,825 1,072,021 +74,196 +7.44%
GWM Advisors LLC 57,294 61,494 +4,200 +7.33%
City of London Investment Management Co. Ltd. 725,903 770,903 +45,000 +6.20%
Atria Wealth Solutions Inc. 20,392 21,637 +1,245 +6.11%
Stolper Co 33,904 35,799 +1,895 +5.59%
SOA Wealth Advisors LLC. 609 627 +18 +2.96%
Wells Fargo & Company MN 64,719 66,209 +1,490 +2.30%
Raymond James & Associates 69,762 70,996 +1,234 +1.77%
SeaCrest Wealth Management LLC 23,990 24,263 +273 +1.14%
Melfa Wealth Management LLC 39,395 39,599 +204 +0.52%
Sit Investment Associates Inc. 956,591 959,905 +3,314 +0.35%
Commonwealth Equity Services LLC 67,993 68,202 +209 +0.31%
Advisors Asset Management Inc. 546,693 546,767 +74 +0.01%
13F Filers Reporting New Positions In GHY
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 77,500 +77,500 +100%
Landscape Capital Management L.L.C. 0 86,705 +86,705 +100%
Baystate Wealth Management LLC 0 509 +509 +100%
CTC Alternative Strategies Ltd. 0 12,340 +12,340 +100%
Advisory Services Network LLC 0 5,029 +5,029 +100%
Bridgewater Advisors Inc. 0 18,100 +18,100 +100%
Truvestments Capital LLC 0 3,300 +3,300 +100%
Advisor Resource Council 0 85,881 +85,881 +100%
Centurion Wealth Management LLC 0 13,682 +13,682 +100%
LM Advisors LLC 0 2,950 +2,950 +100%
Pathstone Holdings LLC 0 1,410,920 +1,410,920 +100%
13F Filers With Unchanged Share Count
Thrivent Financial for Lutherans 250,036 250,036 UNCH 0.00%
MML Investors Services LLC 10,931 10,931 UNCH 0.00%
OLD National Bancorp IN 14,783 14,783 UNCH 0.00%
The PNC Financial Services Group Inc. 1,812 1,812 UNCH 0.00%
Pinnacle Associates Ltd. 16,358 16,358 UNCH 0.00%
Harbour Investments Inc. 833 833 UNCH 0.00%
Penn Mutual Asset Management LLC 13,152 13,152 UNCH 0.00%
Sheaff Brock Investment Advisors LLC 14,000 14,000 UNCH 0.00%
Gradient Capital Advisors LLC 25,764 25,764 UNCH 0.00%
InterOcean Capital Group LLC 54,468 54,468 UNCH 0.00%
Raleigh Capital Management Inc. 900 900 UNCH 0.00%
13F Filers Decreasing GHY Share Count
Credit Suisse AG 190,000 40,000 -150,000 -78.95%
Shaker Financial Services LLC 97,857 53,687 -44,170 -45.14%
UBS Group AG 353,546 228,251 -125,295 -35.44%
Morgan Stanley 5,127,954 3,319,690 -1,808,264 -35.26%
CNH Partners LLC 23,531 16,883 -6,648 -28.25%
Raymond James Financial Services Advisors Inc. 13,907 10,807 -3,100 -22.29%
Stifel Financial Corp 52,405 42,520 -9,885 -18.86%
Park Avenue Securities LLC 18,679 15,407 -3,272 -17.52%
Ameriprise Financial Inc. 466,831 393,015 -73,816 -15.81%
HighTower Advisors LLC 14,160 12,005 -2,155 -15.22%
Meteora Capital LLC 14,638 12,638 -2,000 -13.66%
Northwestern Mutual Wealth Management Co. 25,185 22,180 -3,005 -11.93%
Rivernorth Capital Management LLC 627,948 556,989 -70,959 -11.30%
Thomas J. Herzfeld Advisors Inc. 992 892 -100 -10.08%
CWM LLC 3,111 2,872 -239 -7.68%
Ironsides Asset Advisors LLC 21,880 20,360 -1,520 -6.95%
We Are One Seven LLC 10,915 10,215 -700 -6.41%
First Trust Advisors LP 170,350 160,761 -9,589 -5.63%
Capital Investment Advisors LLC 57,254 54,248 -3,006 -5.25%
Invesco Ltd. 516,907 490,362 -26,545 -5.14%
Advisor Group Holdings Inc. 371,989 354,748 -17,241 -4.63%
Guggenheim Capital LLC 377,209 359,737 -17,472 -4.63%
Cetera Investment Advisers 63,393 60,790 -2,603 -4.11%
Mariner LLC 28,134 27,166 -968 -3.44%
Cetera Advisor Networks LLC 47,190 46,471 -719 -1.52%
Cohen & Steers Inc. 746,411 736,411 -10,000 -1.34%
Summit X LLC 65,577 65,040 -537 -0.82%
Rockefeller Capital Management L.P. 181,158 179,906 -1,252 -0.69%
Cambridge Investment Research Advisors Inc. 228,236 227,993 -243 -0.11%
RFG Advisory LLC 175,975 175,797 -178 -0.10%
13F Filers Exiting GHY
Koesten Hirschmann & Crabtree INC. 743 0 -743 -100.00%
Axxcess Wealth Management LLC 11,025 0 -11,025 -100.00%
Householder Group Estate & Retirement Specialist LLC 2,166 0 -2,166 -100.00%
Ignite Planners LLC 10,227 0 -10,227 -100.00%
FWL Investment Management LLC 4,100 0 -4,100 -100.00%
International Assets Investment Management LLC 1,500 0 -1,500 -100.00%
Ieq Capital LLC 13,200 0 -13,200 -100.00%
Cary Street Partners Investment Advisory LLC 3,550 0 -3,550 -100.00%
Pinnacle Wealth Planning Services Inc. 10,078 0 -10,078 -100.00%
Lazard Asset Management LLC 91,297 0 -91,297 -100.00%
Advent Capital Management DE 200,000 0 -200,000 -100.00%

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

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