HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HFXI Share Count | ||||
| Wells Fargo & Company MN | 8,935 | 102,277 | +93,342 | +1044.68% |
| Aspire Wealth Management Corp | 11,612 | 81,717 | +70,105 | +603.73% |
| Revisor Wealth Management LLC | 9,434 | 64,727 | +55,293 | +586.10% |
| JPMorgan Chase & Co. | 18,916 | 81,787 | +62,871 | +332.37% |
| Advisor Group Holdings Inc. | 104,443 | 176,210 | +71,767 | +68.71% |
| Raymond James Financial Services Advisors Inc. | 637,840 | 1,015,780 | +377,940 | +59.25% |
| PSI Advisors LLC | 3,826 | 4,569 | +743 | +19.42% |
| Lincoln National Corp | 11,407 | 12,741 | +1,334 | +11.69% |
| Citigroup Inc. | 9,178 | 10,205 | +1,027 | +11.19% |
| Cornerstone Wealth Management LLC | 154,128 | 164,436 | +10,308 | +6.69% |
| Marino Stram & Associates LLC | 163,039 | 173,663 | +10,624 | +6.52% |
| Commonwealth Equity Services LLC | 113,888 | 119,779 | +5,891 | +5.17% |
| LPL Financial LLC | 771,604 | 810,161 | +38,557 | +5.00% |
| Thoroughbred Financial Services LLC | 59,537 | 61,983 | +2,446 | +4.11% |
| Concurrent Investment Advisors LLC | 142,656 | 148,415 | +5,759 | +4.04% |
| Flynn Zito Capital Management LLC | 580,558 | 591,705 | +11,147 | +1.92% |
| 13F Filers Reporting New Positions In HFXI | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| WESPAC Advisors LLC | 0 | 7,700 | +7,700 | +100% |
| Parallel Advisors LLC | 0 | 61 | +61 | +100% |
| Mason & Associates Inc | 0 | 186,594 | +186,594 | +100% |
| Redwood Financial Network Corp | 0 | 10,401 | +10,401 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Principal Securities Inc. | 615 | 615 | UNCH | 0.00% |
| Private Trust Co. NA | 1,044 | 1,044 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 420 | 420 | UNCH | 0.00% |
| Investors Research Corp | 605 | 605 | UNCH | 0.00% |
| Spire Wealth Management | 800 | 800 | UNCH | 0.00% |
| NewEdge Wealth LLC | 29,613 | 29,613 | UNCH | 0.00% |
| Lodestar Private Asset Management LLC | 25,517 | 25,517 | UNCH | 0.00% |
| 13F Filers Decreasing HFXI Share Count | ||||
| Tsfg LLC | 483 | 185 | -298 | -61.70% |
| HighTower Advisors LLC | 100,571 | 48,706 | -51,865 | -51.57% |
| Private Advisor Group LLC | 77,389 | 56,443 | -20,946 | -27.07% |
| Raymond James & Associates | 335,975 | 268,507 | -67,468 | -20.08% |
| WESPAC Advisors SoCal LLC | 516,830 | 443,397 | -73,433 | -14.21% |
| Insight Advisors LLC PA | 18,590 | 16,365 | -2,225 | -11.97% |
| New York Life Investment Management LLC | 4,637,369 | 4,439,282 | -198,087 | -4.27% |
| Trademark Financial Management LLC | 27,440 | 26,993 | -447 | -1.63% |
| 13F Filers Exiting HFXI | ||||
| Wealth Effects LLC | 10,110 | 0 | -10,110 | -100.00% |
| Tennessee Valley Asset Management Partners | 325 | 0 | -325 | -100.00% |
| Kovack Advisors Inc. | 59,312 | 0 | -59,312 | -100.00% |
See Summary: Institutional Holders of HFXI
See Details: Top 10 Hedge Funds Holding HFXI
