Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing HHH Share Count |
Quent Capital LLC |
135 |
2,006 |
+1,871 |
+1385.93% |
Candriam Luxembourg S.C.A. |
41,172 |
80,978 |
+39,806 |
+96.68% |
KBC Group NV |
442 |
835 |
+393 |
+88.91% |
Headlands Technologies LLC |
73 |
134 |
+61 |
+83.56% |
Karpas Strategies LLC |
20,104 |
32,220 |
+12,116 |
+60.27% |
Allworth Financial LP |
4 |
6 |
+2 |
+50.00% |
Parallel Advisors LLC |
176 |
249 |
+73 |
+41.48% |
JFS Wealth Advisors LLC |
32 |
41 |
+9 |
+28.12% |
Summit Trail Advisors LLC |
4,802 |
5,839 |
+1,037 |
+21.60% |
SJS Investment Consulting Inc. |
10 |
12 |
+2 |
+20.00% |
Mesirow Institutional Investment Management Inc. |
135,508 |
156,899 |
+21,391 |
+15.79% |
Russell Investments Group Ltd. |
334,019 |
383,122 |
+49,103 |
+14.70% |
ACR Alpine Capital Research LLC |
24,496 |
27,479 |
+2,983 |
+12.18% |
DiNuzzo Private Wealth Inc. |
9 |
10 |
+1 |
+11.11% |
Carmel Capital Partners LLC |
4,375 |
4,841 |
+466 |
+10.65% |
Sei Investments Co. |
44,367 |
47,254 |
+2,887 |
+6.51% |
Beech Hill Advisors Inc. |
6,300 |
6,650 |
+350 |
+5.56% |
Amalgamated Bank |
4,764 |
4,921 |
+157 |
+3.30% |
Boyar Asset Management Inc. |
6,119 |
6,234 |
+115 |
+1.88% |
LDR Capital Management LLC |
17,170 |
17,491 |
+321 |
+1.87% |
Jennison Associates LLC |
176,637 |
179,040 |
+2,403 |
+1.36% |
State of New Jersey Common Pension Fund D |
245,687 |
247,927 |
+2,240 |
+0.91% |
Beach Investment Counsel Inc. PA |
153,239 |
153,487 |
+248 |
+0.16% |
Pinnacle Financial Partners Inc. |
29,600 |
29,632 |
+32 |
+0.11% |
13F Filers Reporting New Positions In HHH |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
CKW Financial Group |
0 |
0 |
UNCH |
100% |
Fifth Third Bancorp |
0 |
519 |
+519 |
+100% |
Huntington National Bank |
0 |
101 |
+101 |
+100% |
MAI Capital Management |
0 |
23,436 |
+23,436 |
+100% |
Raymond James & Associates |
0 |
10,726 |
+10,726 |
+100% |
Massmutual Trust Co. FSB ADV |
0 |
36 |
+36 |
+100% |
SG Americas Securities LLC |
0 |
34,704 |
+34,704 |
+100% |
Janney Montgomery Scott LLC |
0 |
4,044 |
+4,044 |
+100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
11 |
+11 |
+100% |
First PREMIER Bank |
0 |
286 |
+286 |
+100% |
Simon Quick Advisors LLC |
0 |
3,828 |
+3,828 |
+100% |
FORA Capital LLC |
0 |
6,290 |
+6,290 |
+100% |
Fidelis Capital Partners LLC |
0 |
353 |
+353 |
+100% |
Entropy Technologies LP |
0 |
5,332 |
+5,332 |
+100% |
nVerses Capital LLC |
0 |
200 |
+200 |
+100% |
13F Filers With Unchanged Share Count |
Montag A & Associates Inc. |
3,500 |
3,500 |
UNCH |
0.00% |
UMB Bank N A MO |
32 |
32 |
UNCH |
0.00% |
Nisa Investment Advisors LLC |
983 |
983 |
UNCH |
0.00% |
WASHINGTON TRUST Co |
79 |
79 |
UNCH |
0.00% |
Independent Investors Inc. |
29,012 |
29,012 |
UNCH |
0.00% |
Trust Co. of Vermont |
50 |
50 |
UNCH |
0.00% |
Whittier Trust Co. |
33 |
33 |
UNCH |
0.00% |
Regions Financial Corp |
2,991 |
2,991 |
UNCH |
0.00% |
Hills Bank & Trust Co |
4,421 |
4,421 |
UNCH |
0.00% |
North Star Investment Management Corp. |
51 |
51 |
UNCH |
0.00% |
Choate Investment Advisors |
4,600 |
4,600 |
UNCH |
0.00% |
Signaturefd LLC |
206 |
206 |
UNCH |
0.00% |
CWM LLC |
73 |
73 |
UNCH |
0.00% |
First Horizon Advisors Inc. |
125 |
125 |
UNCH |
0.00% |
MV Capital Management Inc. |
1 |
1 |
UNCH |
0.00% |
SeaCrest Wealth Management LLC |
8,700 |
8,700 |
UNCH |
0.00% |
Costello Asset Management INC |
329 |
329 |
UNCH |
0.00% |
Lindbrook Capital LLC |
199 |
199 |
UNCH |
0.00% |
Avion Wealth |
96 |
96 |
UNCH |
0.00% |
Cornerstone Planning Group LLC |
52 |
52 |
UNCH |
0.00% |
Naples Money Management LLC |
40 |
40 |
UNCH |
0.00% |
Sachetta LLC |
19 |
19 |
UNCH |
0.00% |
Fairman Group LLC |
10 |
10 |
UNCH |
0.00% |
13F Filers Decreasing HHH Share Count |
Baillie Gifford & Co. |
2,470,497 |
3,215 |
-2,467,282 |
-99.87% |
Bogart Wealth LLC |
20 |
4 |
-16 |
-80.00% |
Susquehanna International Group LLP |
17,265 |
5,429 |
-11,836 |
-68.55% |
Roundview Capital LLC |
11,931 |
4,140 |
-7,791 |
-65.30% |
US Bancorp DE |
2,302 |
1,090 |
-1,212 |
-52.65% |
SeaBridge Investment Advisors LLC |
18,795 |
9,051 |
-9,744 |
-51.84% |
Private Trust Co. NA |
74 |
43 |
-31 |
-41.89% |
Bailard Inc. |
4,500 |
3,100 |
-1,400 |
-31.11% |
M&T Bank Corp |
7,037 |
4,936 |
-2,101 |
-29.86% |
Capital Advisors Ltd. LLC |
4 |
3 |
-1 |
-25.00% |
Schechter Investment Advisors LLC |
5,391 |
4,044 |
-1,347 |
-24.99% |
New York State Common Retirement Fund |
24,993 |
20,187 |
-4,806 |
-19.23% |
Zurcher Kantonalbank Zurich Cantonalbank |
8,205 |
6,631 |
-1,574 |
-19.18% |
GAMMA Investing LLC |
115 |
98 |
-17 |
-14.78% |
Bank of New York Mellon Corp |
115,229 |
101,805 |
-13,424 |
-11.65% |
Arizona State Retirement System |
9,805 |
8,946 |
-859 |
-8.76% |
Swiss National Bank |
69,200 |
64,200 |
-5,000 |
-7.23% |
Parkside Financial Bank & Trust |
61 |
57 |
-4 |
-6.56% |
California Public Employees Retirement System |
69,940 |
65,778 |
-4,162 |
-5.95% |
Commerce Bank |
5,502 |
5,273 |
-229 |
-4.16% |
Glassman Wealth Services |
272 |
262 |
-10 |
-3.68% |
Victory Capital Management Inc. |
214,982 |
208,186 |
-6,796 |
-3.16% |
Norman Fields Gottscho Capital Management LLC |
11,890 |
11,565 |
-325 |
-2.73% |
Principal Financial Group Inc. |
1,512,900 |
1,484,410 |
-28,490 |
-1.88% |
New South Capital Management Inc. |
616,422 |
606,591 |
-9,831 |
-1.59% |
River Road Asset Management LLC |
59,099 |
58,493 |
-606 |
-1.03% |
Menlo Advisors LLC |
15,456 |
15,386 |
-70 |
-0.45% |
Bernzott Capital Advisors |
105,386 |
105,009 |
-377 |
-0.36% |
HighTower Advisors LLC |
10,566 |
10,529 |
-37 |
-0.35% |
Motley Fool Wealth Management LLC |
200,809 |
200,298 |
-511 |
-0.25% |
13F Filers Exiting HHH |
Planning Capital Management Corp |
6 |
0 |
-6 |
-100.00% |
Sapient Capital LLC |
2,637 |
0 |
-2,637 |
-100.00% |
Ronald Blue Trust Inc. |
17 |
0 |
-17 |
-100.00% |
International Assets Investment Management LLC |
513 |
0 |
-513 |
-100.00% |
Maryland State Retirement & Pension System |
2,569 |
0 |
-2,569 |
-100.00% |
Oak Thistle LLC |
2,442 |
0 |
-2,442 |
-100.00% |
Global Retirement Partners LLC |
38 |
0 |
-38 |
-100.00% |
Harbor Advisors LLC |
2,613 |
0 |
-2,613 |
-100.00% |
Financial Enhancement Group LLC |
14,902 |
0 |
-14,902 |
-100.00% |
Sendero Wealth Management LLC |
2,490 |
0 |
-2,490 |
-100.00% |
Motley Fool Asset Management LLC |
8,507 |
0 |
-8,507 |
-100.00% |
Sumitomo Mitsui DS Asset Management Company Ltd |
271,670 |
0 |
-271,670 |
-100.00% |
AdvisorNet Financial Inc |
16 |
0 |
-16 |
-100.00% |
Mad River Investors |
3,000 |
0 |
-3,000 |
-100.00% |
Oppenheimer Asset Management Inc. |
2,949 |
0 |
-2,949 |
-100.00% |
State Board of Administration of Florida Retirement System |
40,438 |
0 |
-40,438 |
-100.00% |