HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GIM Share Count | ||||
| Tower Research Capital LLC TRC | 23 | 1,023 | +1,000 | +4347.83% |
| Avion Wealth | 2,070 | 91,960 | +89,890 | +4342.51% |
| Elequin Capital LP | 3,388 | 106,426 | +103,038 | +3041.26% |
| CSS LLC IL | 29,127 | 306,470 | +277,343 | +952.19% |
| Landscape Capital Management L.L.C. | 78,805 | 654,412 | +575,607 | +730.42% |
| International Assets Investment Management LLC | 1,000 | 3,790 | +2,790 | +279.00% |
| JPMorgan Chase & Co. | 933 | 2,670 | +1,737 | +186.17% |
| Rivernorth Capital Management LLC | 2,574,233 | 4,549,371 | +1,975,138 | +76.73% |
| Advisor Group Holdings Inc. | 72,615 | 116,647 | +44,032 | +60.64% |
| Buckingham Strategic Partners | 37,016 | 44,697 | +7,681 | +20.75% |
| Sandy Spring Bank | 600 | 700 | +100 | +16.67% |
| Harbour Investments Inc. | 21,383 | 23,167 | +1,784 | +8.34% |
| Spire Wealth Management | 4,741 | 4,908 | +167 | +3.52% |
| Kestra Advisory Services LLC | 25,592 | 26,232 | +640 | +2.50% |
| Evergreen Capital Management LLC | 66,995 | 68,620 | +1,625 | +2.43% |
| Vanguard Capital Wealth Advisors | 21,204 | 21,678 | +474 | +2.24% |
| Householder Group Estate & Retirement Specialist LLC | 425 | 432 | +7 | +1.65% |
| Mutual Advisors LLC | 286,451 | 290,622 | +4,171 | +1.46% |
| Comerica Bank | 12,963 | 13,118 | +155 | +1.20% |
| Wescott Financial Advisory Group LLC | 17,653 | 17,863 | +210 | +1.19% |
| 13F Filers Reporting New Positions In GIM | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| EverSource Wealth Advisors LLC | 0 | 0 | UNCH | 100% |
| Winmill & CO. Inc. | 0 | 34 | +34 | +100% |
| FMR LLC | 0 | 2 | +2 | +100% |
| Mercer Global Advisors Inc. ADV | 0 | 12,575 | +12,575 | +100% |
| Goldman Sachs Group Inc. | 0 | 12,481 | +12,481 | +100% |
| Nomura Holdings Inc. | 0 | 22,572 | +22,572 | +100% |
| American National Bank | 0 | 303 | +303 | +100% |
| Blue Bell Private Wealth Management LLC | 0 | 2,000 | +2,000 | +100% |
| Weiss Asset Management LP | 0 | 87,650 | +87,650 | +100% |
| HRT Financial LP | 0 | 63,580 | +63,580 | +100% |
| Advisory Services Network LLC | 0 | 1,630 | +1,630 | +100% |
| Alpine Global Management LLC | 0 | 67,861 | +67,861 | +100% |
| Jane Street Group LLC | 0 | 57,795 | +57,795 | +100% |
| Larson Financial Group LLC | 0 | 10 | +10 | +100% |
| XTX Topco Ltd | 0 | 18,501 | +18,501 | +100% |
| Flow State Investments L.P. | 0 | 133,656 | +133,656 | +100% |
| Sea Otter Advisors LLC | 0 | 49,800 | +49,800 | +100% |
| Fortitude Family Office LLC | 0 | 6,000 | +6,000 | +100% |
| Prevail Innovative Wealth Advisors LLC | 0 | 128,453 | +128,453 | +100% |
| Farther Finance Advisors LLC | 0 | 135,713 | +135,713 | +100% |
| Visionary Horizons LLC | 0 | 107,820 | +107,820 | +100% |
| Naples Money Management LLC | 0 | 1,057 | +1,057 | +100% |
| Hara Capital LLC | 0 | 20,063 | +20,063 | +100% |
| Northwest Financial Advisors | 0 | 19 | +19 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Bank of America Corp DE | 3,450 | 3,450 | UNCH | 0.00% |
| Truist Financial Corp | 15,000 | 15,000 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 650 | 650 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 1,425 | 1,425 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 2,000 | 2,000 | UNCH | 0.00% |
| Shufro Rose & Co. LLC | 47,500 | 47,500 | UNCH | 0.00% |
| Suncoast Equity Management | 10,286 | 10,286 | UNCH | 0.00% |
| Headinvest LLC | 14,200 | 14,200 | UNCH | 0.00% |
| Bank of New York Mellon Corp | 11,003 | 11,003 | UNCH | 0.00% |
| Diversified Investment Strategies LLC | 12,405 | 12,405 | UNCH | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 1,030 | 1,030 | UNCH | 0.00% |
| Signaturefd LLC | 131 | 131 | UNCH | 0.00% |
| Highlander Capital Management LLC | 1,400 | 1,400 | UNCH | 0.00% |
| CWM LLC | 3,760 | 3,760 | UNCH | 0.00% |
| Gradient Investments LLC | 50 | 50 | UNCH | 0.00% |
| Gilman Hill Asset Management LLC | 37,500 | 37,500 | UNCH | 0.00% |
| Allworth Financial LP | 9,764 | 9,764 | UNCH | 0.00% |
| IFP Advisors Inc | 2,000 | 2,000 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 1,546 | 1,546 | UNCH | 0.00% |
| Northwest Capital Management Inc | 3,760 | 3,760 | UNCH | 0.00% |
| Investors Research Corp | 2,671 | 2,671 | UNCH | 0.00% |
| Sound Income Strategies LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Prestige Wealth Management Group LLC | 2,000 | 2,000 | UNCH | 0.00% |
| Sculati Wealth Management LLC | 30,137 | 30,137 | UNCH | 0.00% |
| Coppell Advisory Solutions LLC | 1,652 | 1,652 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 650 | 650 | UNCH | 0.00% |
| Oliver Lagore Vanvalin Investment Group | 233 | 233 | UNCH | 0.00% |
| Gould Capital LLC | 600 | 600 | UNCH | 0.00% |
| Glass Jacobson Investment Advisors llc | 1,700 | 1,700 | UNCH | 0.00% |
| 13F Filers Decreasing GIM Share Count | ||||
| Addison Advisors LLC | 254,808 | 4,381 | -250,427 | -98.28% |
| Bulldog Investors LLC | 724,900 | 48,267 | -676,633 | -93.34% |
| Cambridge Investment Research Advisors Inc. | 635,384 | 76,322 | -559,062 | -87.99% |
| Whitener Capital Management Inc. | 76,230 | 11,675 | -64,555 | -84.68% |
| JNBA Financial Advisors | 52,643 | 9,046 | -43,597 | -82.82% |
| Windsor Capital Management LLC | 66,137 | 16,065 | -50,072 | -75.71% |
| Mariner LLC | 40,746 | 10,126 | -30,620 | -75.15% |
| Saba Capital Management L.P. | 31,526,562 | 8,792,605 | -22,733,957 | -72.11% |
| Shaker Financial Services LLC | 106,415 | 31,499 | -74,916 | -70.40% |
| Sightline Wealth Advisors LLC | 46,593 | 15,772 | -30,821 | -66.15% |
| Ancora Advisors LLC | 3,314 | 1,141 | -2,173 | -65.57% |
| Stephens Inc. AR | 101,765 | 35,036 | -66,729 | -65.57% |
| Fiera Capital Corp | 593,141 | 204,285 | -388,856 | -65.56% |
| Franklin Resources Inc. | 9,990,587 | 3,440,823 | -6,549,764 | -65.56% |
| Nations Financial Group Inc. IA ADV | 251,062 | 92,478 | -158,584 | -63.17% |
| LPL Financial LLC | 141,889 | 55,818 | -86,071 | -60.66% |
| Evanson Asset Management LLC | 389,524 | 159,417 | -230,107 | -59.07% |
| Raymond James & Associates | 124,256 | 52,905 | -71,351 | -57.42% |
| Icon Advisers Inc. Co. | 3,163,503 | 1,428,835 | -1,734,668 | -54.83% |
| Atria Wealth Solutions Inc. | 58,993 | 29,403 | -29,590 | -50.16% |
| Morgan Stanley | 1,329,783 | 752,074 | -577,709 | -43.44% |
| Invesco Ltd. | 1,144,349 | 673,231 | -471,118 | -41.17% |
| UBS Group AG | 63,812 | 41,251 | -22,561 | -35.36% |
| Rock Point Advisors LLC | 66,896 | 43,420 | -23,476 | -35.09% |
| Royal Bank of Canada | 60,159 | 41,221 | -18,938 | -31.48% |
| Melfa Wealth Management LLC | 48,750 | 33,750 | -15,000 | -30.77% |
| Commonwealth Equity Services LLC | 35,451 | 25,015 | -10,436 | -29.44% |
| Ignite Planners LLC | 26,829 | 19,468 | -7,361 | -27.44% |
| Stifel Financial Corp | 14,270 | 10,614 | -3,656 | -25.62% |
| IFG Advisory LLC | 54,032 | 40,290 | -13,742 | -25.43% |
| North Star Investment Management Corp. | 10,423 | 7,925 | -2,498 | -23.97% |
| HighTower Advisors LLC | 13,303 | 10,362 | -2,941 | -22.11% |
| Moors & Cabot Inc. | 56,107 | 46,107 | -10,000 | -17.82% |
| Wells Fargo & Company MN | 574,844 | 529,701 | -45,143 | -7.85% |
| Harbour Capital Advisors LLC | 79,633 | 74,825 | -4,808 | -6.04% |
| Family Firm Inc. | 838,436 | 788,812 | -49,624 | -5.92% |
| Steward Partners Investment Advisory LLC | 30,246 | 29,898 | -348 | -1.15% |
| Private Advisor Group LLC | 20,993 | 20,944 | -49 | -0.23% |
| 13F Filers Exiting GIM | ||||
| Prosperity Financial Group Inc. | 36,192 | 0 | -36,192 | -100.00% |
| Quarry LP | 475,000 | 0 | -475,000 | -100.00% |
| Atlas Wealth LLC | 19,627 | 0 | -19,627 | -100.00% |
| Carmel Capital Partners LLC | 8,522 | 0 | -8,522 | -100.00% |
| Jump Financial LLC | 14,900 | 0 | -14,900 | -100.00% |
| Woodline Partners LP | 1,243,477 | 0 | -1,243,477 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 2,200 | 0 | -2,200 | -100.00% |
| Walleye Capital LLC | 10,315 | 0 | -10,315 | -100.00% |
| Integrated Wealth Concepts LLC | 11,209 | 0 | -11,209 | -100.00% |
| GWM Advisors LLC | 12,900 | 0 | -12,900 | -100.00% |
| Almitas Capital LLC | 3,097,815 | 0 | -3,097,815 | -100.00% |
| DLD Asset Management LP | 250,000 | 0 | -250,000 | -100.00% |
| Captrust Financial Advisors | 39,201 | 0 | -39,201 | -100.00% |
| Thomas J. Herzfeld Advisors Inc. | 26,530 | 0 | -26,530 | -100.00% |
| Susquehanna International Group LLP | 44,291 | 0 | -44,291 | -100.00% |
| HBK Sorce Advisory LLC | 18,898 | 0 | -18,898 | -100.00% |
| Clearbridge Investments LLC | 11,000 | 0 | -11,000 | -100.00% |
| Clough Capital Partners L P | 1,530,900 | 0 | -1,530,900 | -100.00% |
| City of London Investment Management Co. Ltd. | 1,269,542 | 0 | -1,269,542 | -100.00% |
| Pekin Hardy Strauss Inc. | 13,076 | 0 | -13,076 | -100.00% |
| Everett Harris & Co. CA | 113,808 | 0 | -113,808 | -100.00% |
| Citigroup Inc. | 200 | 0 | -200 | -100.00% |
See Summary: Institutional Holders of GIM
See Details: Top 10 Hedge Funds Holding GIM
Also See: GIM Insider Buying
