| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HCA Share Count |
|---|
| Sunbelt Securities Inc. |
490 |
1,882 |
+1,392 |
+284.08% |
| Exchange Traded Concepts LLC |
37 |
109 |
+72 |
+194.59% |
| Los Angeles Capital Management & Equity Research Inc. |
105,625 |
252,529 |
+146,904 |
+139.08% |
| GoalVest Advisory LLC |
215 |
395 |
+180 |
+83.72% |
| Norway Savings Bank |
779 |
1,183 |
+404 |
+51.86% |
| 180 Wealth Advisors LLC |
965 |
1,310 |
+345 |
+35.75% |
| Wiley BROS. Aintree Capital LLC |
7,859 |
10,594 |
+2,735 |
+34.80% |
| New Mexico Educational Retirement Board |
10,700 |
13,900 |
+3,200 |
+29.91% |
| Buckingham Capital Management Inc. |
1,513 |
1,942 |
+429 |
+28.35% |
| First Citizens Bank & Trust Co. |
11,570 |
13,544 |
+1,974 |
+17.06% |
| MCF Advisors LLC |
6 |
7 |
+1 |
+16.67% |
| Atlas Capital Advisors LLC |
3,486 |
4,007 |
+521 |
+14.95% |
| Abacus Planning Group Inc. |
916 |
1,006 |
+90 |
+9.83% |
| First National Bank of Mount Dora Trust Investment Services |
7,360 |
8,051 |
+691 |
+9.39% |
| Acropolis Investment Management LLC |
3,041 |
3,303 |
+262 |
+8.62% |
| CWM LLC |
8,311 |
8,930 |
+619 |
+7.45% |
| GAMMA Investing LLC |
1,014 |
1,086 |
+72 |
+7.10% |
| Pallas Capital Advisors LLC |
985 |
1,050 |
+65 |
+6.60% |
| Tilia Fiduciary Partners Inc. |
6,350 |
6,720 |
+370 |
+5.83% |
| Chickasaw Capital Management LLC |
4,003 |
4,225 |
+222 |
+5.55% |
| Massmutual Trust Co. FSB ADV |
265 |
279 |
+14 |
+5.28% |
| Red Door Wealth Management LLC |
18,987 |
19,868 |
+881 |
+4.64% |
| NBC Securities Inc. |
4,326 |
4,514 |
+188 |
+4.35% |
| Transform Wealth LLC |
20,494 |
21,260 |
+766 |
+3.74% |
| Financial Management Professionals Inc. |
117 |
121 |
+4 |
+3.42% |
| Dynamic Advisor Solutions LLC |
5,249 |
5,405 |
+156 |
+2.97% |
| Park Avenue Securities LLC |
14,494 |
14,847 |
+353 |
+2.44% |
| Wedmont Private Capital |
2,527 |
2,584 |
+57 |
+2.26% |
| ERn Financial LLC |
2,092 |
2,122 |
+30 |
+1.43% |
| Sanders Morris Harris LLC |
3,730 |
3,781 |
+51 |
+1.37% |
| DGS Capital Management LLC |
3,513 |
3,561 |
+48 |
+1.37% |
| Miller Howard Investments Inc. NY |
16,804 |
16,992 |
+188 |
+1.12% |
| Ballentine Partners LLC |
3,841 |
3,879 |
+38 |
+0.99% |
| Brookstone Capital Management |
4,569 |
4,598 |
+29 |
+0.63% |
| Gulf International Bank UK Ltd |
16,938 |
17,033 |
+95 |
+0.56% |
| CVA Family Office LLC |
428 |
430 |
+2 |
+0.47% |
| Czech National Bank |
34,691 |
34,850 |
+159 |
+0.46% |
| Keel Point LLC |
1,480 |
1,485 |
+5 |
+0.34% |
| Game Plan Financial Advisors LLC |
8,110 |
8,135 |
+25 |
+0.31% |
| Asio Capital LLC |
17,325 |
17,366 |
+41 |
+0.24% |
| 13F Filers Reporting New Positions In HCA |
|---|
| MJP Associates Inc. ADV |
0 |
1,070 |
+1,070 |
+100% |
| Hennessy Advisors Inc. |
0 |
9,800 |
+9,800 |
+100% |
| Westend Capital Management LLC |
0 |
11 |
+11 |
+100% |
| Indiana Trust & Investment Management CO |
0 |
70 |
+70 |
+100% |
| Northwest Investment Counselors LLC |
0 |
108 |
+108 |
+100% |
| LVZ Advisors Inc. |
0 |
888 |
+888 |
+100% |
| Riverview Trust Co |
0 |
174 |
+174 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
1,062 |
+1,062 |
+100% |
| Fundamentun LLC |
0 |
625 |
+625 |
+100% |
| Wealth Alliance Advisory Group LLC |
0 |
736 |
+736 |
+100% |
| Compton Wealth Advisory Group LLC |
0 |
738 |
+738 |
+100% |
| Shulman DeMeo Asset Management LLC |
0 |
652 |
+652 |
+100% |
| Rise Advisors LLC |
0 |
109 |
+109 |
+100% |
| Global Assets Advisory LLC |
0 |
16,506 |
+16,506 |
+100% |
| Kingswood Wealth Advisors LLC |
0 |
1,697 |
+1,697 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| First Financialcorp IN |
500 |
500 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
78 |
78 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
138 |
138 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
3,323 |
3,323 |
UNCH |
0.00% |
| Burns J W & Co. Inc. NY |
1,460 |
1,460 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
2,755 |
2,755 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
7,300 |
7,300 |
UNCH |
0.00% |
| Bangor Savings Bank |
40 |
40 |
UNCH |
0.00% |
| Asset Dedication LLC |
51 |
51 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
5 |
5 |
UNCH |
0.00% |
| Lbmc Investment Advisors LLC |
46,363 |
46,363 |
UNCH |
0.00% |
| AMF Pensionsforsakring AB |
56,486 |
56,486 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
53 |
53 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
10 |
10 |
UNCH |
0.00% |
| Douglas Lane & Associates LLC |
1,040 |
1,040 |
UNCH |
0.00% |
| Symmetry Partners LLC |
7,819 |
7,819 |
UNCH |
0.00% |
| Security National Bank |
200 |
200 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
5 |
5 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
55 |
55 |
UNCH |
0.00% |
| Versant Capital Management Inc |
73 |
73 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
11,898 |
11,898 |
UNCH |
0.00% |
| Inscription Capital LLC |
3,445 |
3,445 |
UNCH |
0.00% |
| CFM Wealth Partners LLC |
2,111 |
2,111 |
UNCH |
0.00% |
| RWM Asset Management LLC |
1,987 |
1,987 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
1 |
1 |
UNCH |
0.00% |
| Bank of New Hampshire |
650 |
650 |
UNCH |
0.00% |
| NorthCrest Asset Manangement LLC |
3,591 |
3,591 |
UNCH |
0.00% |
| Helen Stephens Group LLC |
1,616 |
1,616 |
UNCH |
0.00% |
| Lockerman Financial Group Inc. |
900 |
900 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
105 |
105 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
10 |
10 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
62 |
62 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
225 |
225 |
UNCH |
0.00% |
| Seed Wealth Management Inc. |
1,060 |
1,060 |
UNCH |
0.00% |
| Halpern Financial Inc. |
50 |
50 |
UNCH |
0.00% |
| 13F Filers Decreasing HCA Share Count |
|---|
| Evergreen Private Wealth LLC |
20,314 |
12,734 |
-7,580 |
-37.31% |
| Hennion & Walsh Asset Management Inc. |
9,826 |
6,765 |
-3,061 |
-31.15% |
| Dohj LLC |
3,491 |
2,731 |
-760 |
-21.77% |
| Stratos Wealth Partners LTD. |
2,894 |
2,311 |
-583 |
-20.15% |
| Clarius Group LLC |
1,650 |
1,396 |
-254 |
-15.39% |
| Stephens Consulting LLC |
1,260 |
1,084 |
-176 |
-13.97% |
| Bruce G. Allen Investments LLC |
102 |
89 |
-13 |
-12.75% |
| Insight Wealth Strategies LLC |
7,880 |
6,892 |
-988 |
-12.54% |
| Eagle Rock Investment Company LLC |
32,107 |
28,480 |
-3,627 |
-11.30% |
| OneAscent Financial Services LLC |
2,071 |
1,854 |
-217 |
-10.48% |
| First Hawaiian Bank |
5,729 |
5,344 |
-385 |
-6.72% |
| DNB Asset Management AS |
60,682 |
57,017 |
-3,665 |
-6.04% |
| Criterion Capital Advisors LLC |
9,927 |
9,334 |
-593 |
-5.97% |
| Wealth Enhancement Advisory Services LLC |
167,430 |
157,518 |
-9,912 |
-5.92% |
| Profit Investment Management LLC |
1,660 |
1,562 |
-98 |
-5.90% |
| Robbins Farley LLC |
5,495 |
5,184 |
-311 |
-5.66% |
| Park National Corp OH |
26,499 |
25,102 |
-1,397 |
-5.27% |
| Hartford Investment Management Co. |
13,350 |
12,823 |
-527 |
-3.95% |
| Arlington Trust Co LLC |
2,845 |
2,736 |
-109 |
-3.83% |
| Bremer Bank National Association |
1,887 |
1,815 |
-72 |
-3.82% |
| Centre Asset Management LLC |
6,754 |
6,533 |
-221 |
-3.27% |
| Banque Cantonale Vaudoise |
9,980 |
9,718 |
-262 |
-2.63% |
| KMG Fiduciary Partners LLC |
1,417 |
1,382 |
-35 |
-2.47% |
| Cedrus LLC |
1,425 |
1,392 |
-33 |
-2.32% |
| Trust Co. of Toledo NA OH |
3,392 |
3,317 |
-75 |
-2.21% |
| Mather Group LLC. |
827 |
809 |
-18 |
-2.18% |
| Compass Wealth Management LLC |
16,737 |
16,407 |
-330 |
-1.97% |
| AdvisorNet Financial Inc |
679 |
666 |
-13 |
-1.91% |
| CX Institutional |
1,882 |
1,848 |
-34 |
-1.81% |
| Daymark Wealth Partners LLC |
2,998 |
2,961 |
-37 |
-1.23% |
| Gateway Investment Advisers LLC |
95,591 |
94,419 |
-1,172 |
-1.23% |
| Harbor Investment Advisory LLC |
785 |
780 |
-5 |
-0.64% |
| Sunpointe LLC |
926 |
923 |
-3 |
-0.32% |
| 13F Filers Exiting HCA |
|---|
| West Paces Advisors Inc. |
4 |
0 |
-4 |
-100.00% |
| Strategic Advocates LLC |
909 |
0 |
-909 |
-100.00% |
| International Assets Investment Management LLC |
14,887 |
0 |
-14,887 |
-100.00% |
| Curated Wealth Partners LLC |
3,200 |
0 |
-3,200 |
-100.00% |
| Arlington Partners LLC |
28 |
0 |
-28 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
18,167 |
0 |
-18,167 |
-100.00% |
| American National Bank |
14 |
0 |
-14 |
-100.00% |
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