HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HFRO Share Count | ||||
| Raymond James & Associates | 1,055,128 | 2,577,788 | +1,522,660 | +144.31% |
| Integrated Capital Management Inc. | 22,200 | 32,033 | +9,833 | +44.29% |
| Matisse Capital | 285,000 | 410,000 | +125,000 | +43.86% |
| Cambridge Investment Research Advisors Inc. | 624,905 | 828,772 | +203,867 | +32.62% |
| Capital Investment Advisory Services LLC | 13,168 | 16,810 | +3,642 | +27.66% |
| Park Avenue Securities LLC | 150,400 | 178,349 | +27,949 | +18.58% |
| Janney Montgomery Scott LLC | 99,955 | 103,299 | +3,344 | +3.35% |
| JNBA Financial Advisors | 642 | 660 | +18 | +2.80% |
| AlphaMark Advisors LLC | 1,792 | 1,841 | +49 | +2.73% |
| Keystone Wealth Services LLC | 17,726 | 18,209 | +483 | +2.72% |
| Geneos Wealth Management Inc. | 385,175 | 393,758 | +8,583 | +2.23% |
| Concord Wealth Partners | 543 | 552 | +9 | +1.66% |
| Commonwealth Equity Services LLC | 578,293 | 583,309 | +5,016 | +0.87% |
| Melfa Wealth Management LLC | 31,849 | 31,895 | +46 | +0.14% |
| 13F Filers Reporting New Positions In HFRO | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Benjamin F. Edwards & Company Inc. | 0 | 183 | +183 | +100% |
| AEGON USA Investment Management LLC | 0 | 74,933 | +74,933 | +100% |
| Arlington Capital Management Inc. | 0 | 70,725 | +70,725 | +100% |
| True North Advisors LLC | 0 | 28,615 | +28,615 | +100% |
| RSM US Wealth Management LLC | 0 | 327,637 | +327,637 | +100% |
| Inscription Capital LLC | 0 | 11,914 | +11,914 | +100% |
| Edge Financial Advisors LLC | 0 | 40,084 | +40,084 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 285 | 285 | UNCH | 0.00% |
| Creative Financial Designs Inc. ADV | 2,363 | 2,363 | UNCH | 0.00% |
| Raymond James Trust N.A. | 32,662 | 32,662 | UNCH | 0.00% |
| Sound Income Strategies LLC | 382 | 382 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 82 | 82 | UNCH | 0.00% |
| Spire Wealth Management | 7,758 | 7,758 | UNCH | 0.00% |
| Byrne Asset Management LLC | 1,800 | 1,800 | UNCH | 0.00% |
| 13F Filers Decreasing HFRO Share Count | ||||
| Catalina Capital Group LLC | 18,552 | 13,631 | -4,921 | -26.53% |
| Beacon Financial Advisory LLC | 15,482 | 13,702 | -1,780 | -11.50% |
| Private Advisor Group LLC | 25,287 | 22,669 | -2,618 | -10.35% |
| MONECO Advisors LLC | 27,491 | 25,824 | -1,667 | -6.06% |
| Channel Wealth LLC | 17,505 | 17,062 | -443 | -2.53% |
| Nations Financial Group Inc. IA ADV | 380,882 | 374,510 | -6,372 | -1.67% |
| Blue Bell Private Wealth Management LLC | 2,369 | 2,344 | -25 | -1.06% |
| 13F Filers Exiting HFRO | ||||
| Advisor Resource Council | 221,064 | 0 | -221,064 | -100.00% |
| Marks Group Wealth Management Inc | 118,805 | 0 | -118,805 | -100.00% |
| Pekin Hardy Strauss Inc. | 14,602 | 0 | -14,602 | -100.00% |
See Summary: Institutional Holders of HFRO
See Details: Top 10 Hedge Funds Holding HFRO
Also See: HFRO Insider Buying
