| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HIG Share Count |
|---|
| Ibex Wealth Advisors |
4 |
6,191 |
+6,187 |
+154675.00% |
| Assenagon Asset Management S.A. |
9,424 |
53,848 |
+44,424 |
+471.39% |
| Banque Cantonale Vaudoise |
3,493 |
16,725 |
+13,232 |
+378.81% |
| Park Place Capital Corp |
24 |
113 |
+89 |
+370.83% |
| Robeco Institutional Asset Management B.V. |
431,955 |
883,698 |
+451,743 |
+104.58% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
35,770 |
62,871 |
+27,101 |
+75.76% |
| Steel Peak Wealth Management LLC |
20,916 |
34,626 |
+13,710 |
+65.55% |
| MV Capital Management Inc. |
1,416 |
2,036 |
+620 |
+43.79% |
| FCG Investment Co |
5,969 |
8,470 |
+2,501 |
+41.90% |
| Livforsakringsbolaget Skandia Omsesidigt |
23,639 |
33,139 |
+9,500 |
+40.19% |
| McGlone Suttner Wealth Management Inc. |
3,165 |
4,368 |
+1,203 |
+38.01% |
| Verdence Capital Advisors LLC |
12,842 |
17,645 |
+4,803 |
+37.40% |
| Los Angeles Capital Management & Equity Research Inc. |
16,274 |
22,187 |
+5,913 |
+36.33% |
| Capital Advisors Ltd. LLC |
26 |
35 |
+9 |
+34.62% |
| Fortitude Family Office LLC |
51 |
62 |
+11 |
+21.57% |
| Valley National Advisers Inc. |
25 |
30 |
+5 |
+20.00% |
| V Square Quantitative Management LLC |
6,971 |
8,209 |
+1,238 |
+17.76% |
| First Citizens Bank & Trust Co. |
39,257 |
46,155 |
+6,898 |
+17.57% |
| Kathmere Capital Management LLC |
5,428 |
6,277 |
+849 |
+15.64% |
| Ballentine Partners LLC |
19,531 |
22,538 |
+3,007 |
+15.40% |
| Cambridge Investment Research Advisors Inc. |
16,800 |
19,059 |
+2,259 |
+13.45% |
| LVW Advisors LLC |
4,457 |
4,996 |
+539 |
+12.09% |
| GHP Investment Advisors Inc. |
44,255 |
48,541 |
+4,286 |
+9.68% |
| JJJ Advisors Inc. |
4,507 |
4,929 |
+422 |
+9.36% |
| Veriti Management LLC |
5,556 |
6,043 |
+487 |
+8.77% |
| CX Institutional |
2,780 |
3,018 |
+238 |
+8.56% |
| CWM LLC |
11,323 |
12,244 |
+921 |
+8.13% |
| Summit Trail Advisors LLC |
2,615 |
2,813 |
+198 |
+7.57% |
| Venturi Wealth Management LLC |
54 |
58 |
+4 |
+7.41% |
| GAMMA Investing LLC |
5,491 |
5,858 |
+367 |
+6.68% |
| United Asset Strategies Inc. |
2,810 |
2,931 |
+121 |
+4.31% |
| Guidance Capital Inc. |
8,111 |
8,391 |
+280 |
+3.45% |
| Signet Financial Management LLC |
30,446 |
31,323 |
+877 |
+2.88% |
| AMF Pensionsforsakring AB |
79,300 |
81,070 |
+1,770 |
+2.23% |
| Foster & Motley Inc. |
104,690 |
106,951 |
+2,261 |
+2.16% |
| Ritholtz Wealth Management |
64,253 |
65,586 |
+1,333 |
+2.07% |
| NorthCrest Asset Manangement LLC |
13,131 |
13,377 |
+246 |
+1.87% |
| Dynamic Advisor Solutions LLC |
4,336 |
4,407 |
+71 |
+1.64% |
| Benson Investment Management Company Inc. |
57,755 |
58,461 |
+706 |
+1.22% |
| Relyea Zuckerberg Hanson LLC |
3,424 |
3,451 |
+27 |
+0.79% |
| Radnor Capital Management LLC |
31,228 |
31,448 |
+220 |
+0.70% |
| Lindbrook Capital LLC |
3,232 |
3,252 |
+20 |
+0.62% |
| Gulf International Bank UK Ltd |
25,397 |
25,528 |
+131 |
+0.52% |
| Hexagon Capital Partners LLC |
1,049 |
1,054 |
+5 |
+0.48% |
| Wedmont Private Capital |
3,649 |
3,666 |
+17 |
+0.47% |
| AdvisorNet Financial Inc |
2,224 |
2,234 |
+10 |
+0.45% |
| Brown Advisory Inc. |
21,298 |
21,373 |
+75 |
+0.35% |
| Gateway Investment Advisers LLC |
53,553 |
53,650 |
+97 |
+0.18% |
| IVC Wealth Advisors LLC |
2,855 |
2,860 |
+5 |
+0.18% |
| Great Waters Wealth Management |
2,588 |
2,592 |
+4 |
+0.15% |
| 13F Filers Reporting New Positions In HIG |
|---|
| Equitable Trust Co. |
0 |
2,000 |
+2,000 |
+100% |
| Wiley BROS. Aintree Capital LLC |
0 |
2,317 |
+2,317 |
+100% |
| Wesbanco Bank Inc. |
0 |
2,183 |
+2,183 |
+100% |
| Salem Investment Counselors Inc. |
0 |
31 |
+31 |
+100% |
| Charter Trust Co. |
0 |
2,221 |
+2,221 |
+100% |
| Denali Advisors LLC |
0 |
508 |
+508 |
+100% |
| Westend Capital Management LLC |
0 |
29 |
+29 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
4,528 |
+4,528 |
+100% |
| Mather Group LLC. |
0 |
1,686 |
+1,686 |
+100% |
| Chicago Partners Investment Group LLC |
0 |
2,210 |
+2,210 |
+100% |
| Paragon Capital Management Ltd |
0 |
2,456 |
+2,456 |
+100% |
| Segment Wealth Management LLC |
0 |
2,000 |
+2,000 |
+100% |
| Riverview Trust Co |
0 |
204 |
+204 |
+100% |
| Friedenthal Financial |
0 |
481 |
+481 |
+100% |
| Stanley Laman Group Ltd. |
0 |
29,372 |
+29,372 |
+100% |
| Douglas Lane & Associates LLC |
0 |
2,762 |
+2,762 |
+100% |
| Wealthcare Advisory Partners LLC |
0 |
2,664 |
+2,664 |
+100% |
| OmniStar Financial Group Inc. |
0 |
7,929 |
+7,929 |
+100% |
| Bogart Wealth LLC |
0 |
26 |
+26 |
+100% |
| Winthrop Advisory Group LLC |
0 |
2,126 |
+2,126 |
+100% |
| Summit Financial LLC |
0 |
2,812 |
+2,812 |
+100% |
| General Partner Inc. |
0 |
570 |
+570 |
+100% |
| Charter Oak Capital Management LLC |
0 |
2,467 |
+2,467 |
+100% |
| Kowal Investment Group LLC |
0 |
2,424 |
+2,424 |
+100% |
| Ignite Planners LLC |
0 |
2,075 |
+2,075 |
+100% |
| Howard Capital Management Group LLC |
0 |
2,324 |
+2,324 |
+100% |
| Pallas Capital Advisors LLC |
0 |
2,486 |
+2,486 |
+100% |
| DGS Capital Management LLC |
0 |
4,044 |
+4,044 |
+100% |
| Simplicity Wealth LLC |
0 |
8,137 |
+8,137 |
+100% |
| FSC Wealth Advisors LLC |
0 |
113 |
+113 |
+100% |
| Drive Wealth Management LLC |
0 |
2,212 |
+2,212 |
+100% |
| Verum Partners LLC |
0 |
2,361 |
+2,361 |
+100% |
| PFG Investments LLC |
0 |
2,343 |
+2,343 |
+100% |
| Norden Group LLC |
0 |
7,631 |
+7,631 |
+100% |
| Fielder Capital Group LLC |
0 |
2,078 |
+2,078 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
365 |
365 |
UNCH |
0.00% |
| Summit Financial Group Inc. |
2,945 |
2,945 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
865 |
865 |
UNCH |
0.00% |
| Barrett & Company Inc. |
293 |
293 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,216 |
1,216 |
UNCH |
0.00% |
| Tompkins Financial Corp |
3,048 |
3,048 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
200 |
200 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
225 |
225 |
UNCH |
0.00% |
| American National Bank |
85 |
85 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
2,516 |
2,516 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
116 |
116 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
4,377 |
4,377 |
UNCH |
0.00% |
| Alta Advisers Ltd |
1,100 |
1,100 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
27 |
27 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
240 |
240 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
220 |
220 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
37 |
37 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
3,317 |
3,317 |
UNCH |
0.00% |
| Symmetry Partners LLC |
9,603 |
9,603 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
82,601 |
82,601 |
UNCH |
0.00% |
| Founders Capital Management |
400 |
400 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
107 |
107 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
188 |
188 |
UNCH |
0.00% |
| Versant Capital Management Inc |
54 |
54 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
17,690 |
17,690 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
23,251 |
23,251 |
UNCH |
0.00% |
| S.A. Mason LLC |
646 |
646 |
UNCH |
0.00% |
| CVA Family Office LLC |
330 |
330 |
UNCH |
0.00% |
| MTM Investment Management LLC |
3,955 |
3,955 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
5 |
5 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
12 |
12 |
UNCH |
0.00% |
| West Financial Advisors LLC |
247 |
247 |
UNCH |
0.00% |
| Bluesphere Advisors LLC |
2,708 |
2,708 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
37 |
37 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
1,000 |
1,000 |
UNCH |
0.00% |
| Bank of New Hampshire |
3,043 |
3,043 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
54 |
54 |
UNCH |
0.00% |
| Stonegate Investment Group LLC |
3,830 |
3,830 |
UNCH |
0.00% |
| Lockerman Financial Group Inc. |
4,000 |
4,000 |
UNCH |
0.00% |
| Nilsine Partners LLC |
3,196 |
3,196 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,379 |
1,379 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
82 |
82 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
200 |
200 |
UNCH |
0.00% |
| PFS Partners LLC |
68 |
68 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
4 |
4 |
UNCH |
0.00% |
| 13F Filers Decreasing HIG Share Count |
|---|
| Advisor Resource Council |
16,973 |
8,280 |
-8,693 |
-51.22% |
| Kempner Capital Management Inc. |
50,790 |
25,365 |
-25,425 |
-50.06% |
| SeaCrest Wealth Management LLC |
4,701 |
2,667 |
-2,034 |
-43.27% |
| Meyer Handelman Co. |
8,318 |
4,998 |
-3,320 |
-39.91% |
| Cedrus LLC |
4,785 |
3,138 |
-1,647 |
-34.42% |
| Harbor Investment Advisory LLC |
42 |
29 |
-13 |
-30.95% |
| Diversified Trust Co |
13,009 |
9,142 |
-3,867 |
-29.73% |
| Nicholas Hoffman & Company LLC. |
14,040 |
9,982 |
-4,058 |
-28.90% |
| NBC Securities Inc. |
2,233 |
1,596 |
-637 |
-28.53% |
| Westside Investment Management Inc. |
637 |
460 |
-177 |
-27.79% |
| Natixis Advisors L.P. |
472,651 |
359,081 |
-113,570 |
-24.03% |
| Naviter Wealth LLC |
4,706 |
3,584 |
-1,122 |
-23.84% |
| Bruce G. Allen Investments LLC |
1,344 |
1,035 |
-309 |
-22.99% |
| GoalVest Advisory LLC |
305 |
235 |
-70 |
-22.95% |
| Park Avenue Securities LLC |
29,040 |
22,950 |
-6,090 |
-20.97% |
| Wedge Capital Management L L P NC |
473,565 |
389,795 |
-83,770 |
-17.69% |
| Fifth Third Bancorp |
40,140 |
33,444 |
-6,696 |
-16.68% |
| Norwood Financial Corp |
300 |
250 |
-50 |
-16.67% |
| State of Alaska Department of Revenue |
91,642 |
76,667 |
-14,975 |
-16.34% |
| Stephenson National Bank & Trust |
4,473 |
3,750 |
-723 |
-16.16% |
| Pensionfund Sabic |
17,500 |
14,700 |
-2,800 |
-16.00% |
| Clarius Group LLC |
2,781 |
2,349 |
-432 |
-15.53% |
| Lifestyle Asset Management Inc. |
15,132 |
12,800 |
-2,332 |
-15.41% |
| Insight Wealth Strategies LLC |
17,196 |
14,776 |
-2,420 |
-14.07% |
| DNB Asset Management AS |
276,048 |
240,947 |
-35,101 |
-12.72% |
| First Financial Bank Trust Division |
105,797 |
92,905 |
-12,892 |
-12.19% |
| AlphaCentric Advisors LLC |
2,637 |
2,331 |
-306 |
-11.60% |
| McElhenny Sheffield Capital Management LLC |
8,316 |
7,356 |
-960 |
-11.54% |
| First National Bank of Mount Dora Trust Investment Services |
11,401 |
10,095 |
-1,306 |
-11.46% |
| Manning & Napier Group LLC |
67,424 |
60,253 |
-7,171 |
-10.64% |
| Raymond James & Associates |
643,509 |
584,242 |
-59,267 |
-9.21% |
| Amalgamated Bank |
80,337 |
73,421 |
-6,916 |
-8.61% |
| Private Trust Co. NA |
1,038 |
949 |
-89 |
-8.57% |
| CENTRAL TRUST Co |
810 |
746 |
-64 |
-7.90% |
| Coastal Investment Advisors Inc. |
3,635 |
3,353 |
-282 |
-7.76% |
| Spire Wealth Management |
2,266 |
2,095 |
-171 |
-7.55% |
| Lane & Associates LLC |
4,494 |
4,175 |
-319 |
-7.10% |
| Mount Vernon Associates Inc. MD |
7,884 |
7,384 |
-500 |
-6.34% |
| Hunter Perkins Capital Management LLC |
110,530 |
103,530 |
-7,000 |
-6.33% |
| New Mexico Educational Retirement Board |
16,191 |
15,191 |
-1,000 |
-6.18% |
| DekaBank Deutsche Girozentrale |
152,955 |
144,380 |
-8,575 |
-5.61% |
| Raymond James Trust N.A. |
15,810 |
14,936 |
-874 |
-5.53% |
| Artemis Investment Management LLP |
139,738 |
132,307 |
-7,431 |
-5.32% |
| Wetzel Investment Advisors Inc. |
3,157 |
3,000 |
-157 |
-4.97% |
| Berger Financial Group Inc |
60,827 |
58,070 |
-2,757 |
-4.53% |
| Vaughan Nelson Investment Management L.P. |
5,905 |
5,640 |
-265 |
-4.49% |
| Alaska Permanent Fund Corp |
113,246 |
108,216 |
-5,030 |
-4.44% |
| Louisiana State Employees Retirement System |
18,200 |
17,400 |
-800 |
-4.40% |
| One Wealth Advisors LLC |
4,619 |
4,428 |
-191 |
-4.14% |
| Pinnacle Bank |
617 |
592 |
-25 |
-4.05% |
| ST Germain D J Co. Inc. |
3,444 |
3,306 |
-138 |
-4.01% |
| Wealth Enhancement Advisory Services LLC |
63,161 |
61,058 |
-2,103 |
-3.33% |
| West Paces Advisors Inc. |
154 |
149 |
-5 |
-3.25% |
| Zurcher Kantonalbank Zurich Cantonalbank |
343,306 |
332,636 |
-10,670 |
-3.11% |
| Bank of New York Mellon Corp |
2,611,890 |
2,531,596 |
-80,294 |
-3.07% |
| Fort Pitt Capital Group LLC |
3,475 |
3,388 |
-87 |
-2.50% |
| Stratos Wealth Partners LTD. |
2,557 |
2,497 |
-60 |
-2.35% |
| MCF Advisors LLC |
3,280 |
3,207 |
-73 |
-2.23% |
| Sumitomo Mitsui Trust Holdings Inc. |
887,198 |
867,477 |
-19,721 |
-2.22% |
| Regions Financial Corp |
9,881 |
9,662 |
-219 |
-2.22% |
| Global Retirement Partners LLC |
1,420 |
1,390 |
-30 |
-2.11% |
| Cigna Investments Inc. New |
3,206 |
3,141 |
-65 |
-2.03% |
| Patrick M Sweeney & Associates Inc. |
2,575 |
2,525 |
-50 |
-1.94% |
| Aviance Capital Partners LLC |
5,703 |
5,599 |
-104 |
-1.82% |
| Allworth Financial LP |
11,567 |
11,379 |
-188 |
-1.63% |
| Checchi Capital Advisers LLC |
2,567 |
2,527 |
-40 |
-1.56% |
| Cohen Klingenstein LLC |
173,738 |
171,281 |
-2,457 |
-1.41% |
| Catalyst Financial Partners LLC |
3,693 |
3,643 |
-50 |
-1.35% |
| Allspring Global Investments Holdings LLC |
116,042 |
114,563 |
-1,479 |
-1.27% |
| Carret Asset Management LLC |
66,624 |
65,814 |
-810 |
-1.22% |
| Massmutual Trust Co. FSB ADV |
813 |
804 |
-9 |
-1.11% |
| Uncommon Cents Investing LLC |
35,875 |
35,560 |
-315 |
-0.88% |
| Accurate Wealth Management LLC |
36,419 |
36,165 |
-254 |
-0.70% |
| State of Michigan Retirement System |
87,241 |
86,641 |
-600 |
-0.69% |
| New York State Teachers Retirement System |
351,171 |
349,034 |
-2,137 |
-0.61% |
| Asset Dedication LLC |
1,839 |
1,829 |
-10 |
-0.54% |
| WASHINGTON TRUST Co |
3,825 |
3,810 |
-15 |
-0.39% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
91,264 |
90,964 |
-300 |
-0.33% |
| Kinneret Advisory LLC |
41,171 |
41,043 |
-128 |
-0.31% |
| Czech National Bank |
52,678 |
52,521 |
-157 |
-0.30% |
| Raymond James Financial Services Advisors Inc. |
103,643 |
103,407 |
-236 |
-0.23% |
| Visionary Horizons LLC |
5,781 |
5,771 |
-10 |
-0.17% |
| Wealthfront Advisers LLC |
35,922 |
35,875 |
-47 |
-0.13% |
| Atlantic Union Bankshares Corp |
19,010 |
19,000 |
-10 |
-0.05% |
| 13F Filers Exiting HIG |
|---|
| Arlington Trust Co LLC |
18 |
0 |
-18 |
-100.00% |
| Tennessee Valley Asset Management Partners |
28 |
0 |
-28 |
-100.00% |
| International Assets Investment Management LLC |
141,752 |
0 |
-141,752 |
-100.00% |
| MONECO Advisors LLC |
2,513 |
0 |
-2,513 |
-100.00% |
| Oak Thistle LLC |
8,009 |
0 |
-8,009 |
-100.00% |
| Gradient Investments LLC |
440 |
0 |
-440 |
-100.00% |
| Arcadia Investment Management Corp MI |
2,000 |
0 |
-2,000 |
-100.00% |
HoldingsChannel.com
