HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HIO Share Count | ||||
| Steward Partners Investment Advisory LLC | 11,093 | 101,423 | +90,330 | +814.30% |
| Elequin Capital LP | 2,000 | 17,634 | +15,634 | +781.70% |
| Landscape Capital Management L.L.C. | 29,149 | 175,903 | +146,754 | +503.46% |
| MML Investors Services LLC | 19,139 | 35,301 | +16,162 | +84.45% |
| City of London Investment Management Co. Ltd. | 403,530 | 710,130 | +306,600 | +75.98% |
| Sit Investment Associates Inc. | 1,043,918 | 1,771,151 | +727,233 | +69.66% |
| GWM Advisors LLC | 62,441 | 85,835 | +23,394 | +37.47% |
| Comerica Bank | 32,363 | 39,667 | +7,304 | +22.57% |
| Cetera Advisor Networks LLC | 49,557 | 59,437 | +9,880 | +19.94% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 25,023 | 28,990 | +3,967 | +15.85% |
| Wilbanks Smith & Thomas Asset Management LLC | 35,949 | 40,362 | +4,413 | +12.28% |
| Stifel Financial Corp | 242,245 | 268,790 | +26,545 | +10.96% |
| Allspring Global Investments Holdings LLC | 995,947 | 1,095,947 | +100,000 | +10.04% |
| Envestnet Asset Management Inc. | 287,918 | 314,028 | +26,110 | +9.07% |
| Shaker Financial Services LLC | 137,650 | 148,970 | +11,320 | +8.22% |
| Park Avenue Securities LLC | 238,836 | 255,925 | +17,089 | +7.16% |
| Chicago Partners Investment Group LLC | 471,217 | 498,992 | +27,775 | +5.89% |
| Cambridge Investment Research Advisors Inc. | 60,013 | 63,113 | +3,100 | +5.17% |
| Ironsides Asset Advisors LLC | 11,452 | 11,929 | +477 | +4.17% |
| Lakeview Capital Partners LLC | 36,250 | 37,682 | +1,432 | +3.95% |
| Uncommon Cents Investing LLC | 27,727 | 28,727 | +1,000 | +3.61% |
| Thrivent Financial for Lutherans | 508,334 | 525,334 | +17,000 | +3.34% |
| Avantax Advisory Services Inc. | 11,945 | 12,343 | +398 | +3.33% |
| HighTower Advisors LLC | 15,118 | 15,618 | +500 | +3.31% |
| Pin Oak Investment Advisors Inc. | 213,232 | 220,227 | +6,995 | +3.28% |
| Hyperion Partners LLC | 10,060 | 10,349 | +289 | +2.87% |
| Global Retirement Partners LLC | 3,462 | 3,560 | +98 | +2.83% |
| Raymond James Financial Services Advisors Inc. | 188,984 | 194,237 | +5,253 | +2.78% |
| Capital Wealth Alliance LLC | 19,370 | 19,889 | +519 | +2.68% |
| Integrated Capital Management Inc. | 41,337 | 42,060 | +723 | +1.75% |
| Invesco Ltd. | 1,164,565 | 1,184,727 | +20,162 | +1.73% |
| Capital Investment Advisors LLC | 3,035,493 | 3,063,534 | +28,041 | +0.92% |
| Oppenheimer & Co. Inc. | 38,013 | 38,181 | +168 | +0.44% |
| Mariner LLC | 54,800 | 55,037 | +237 | +0.43% |
| Wela Strategies Inc. | 250,121 | 250,232 | +111 | +0.04% |
| 13F Filers Reporting New Positions In HIO | ||||
| Janney Montgomery Scott LLC | 0 | 10,333 | +10,333 | +100% |
| Equitable Holdings Inc. | 0 | 10,030 | +10,030 | +100% |
| Assetmark Inc. | 0 | 221 | +221 | +100% |
| Weiss Asset Management LP | 0 | 12,834 | +12,834 | +100% |
| Ionic Capital Management LLC | 0 | 620,683 | +620,683 | +100% |
| Virtu Financial LLC | 0 | 18,582 | +18,582 | +100% |
| Baystate Wealth Management LLC | 0 | 814 | +814 | +100% |
| CTC Alternative Strategies Ltd. | 0 | 23,240 | +23,240 | +100% |
| GeoWealth Management LLC | 0 | 66,267 | +66,267 | +100% |
| Quadrature Capital Ltd | 0 | 25,656 | +25,656 | +100% |
| Fortitude Family Office LLC | 0 | 3,000 | +3,000 | +100% |
| Prevail Innovative Wealth Advisors LLC | 0 | 120,104 | +120,104 | +100% |
| Catalytic Wealth RIA LLC | 0 | 66,267 | +66,267 | +100% |
| Pathstone Holdings LLC | 0 | 1,630,208 | +1,630,208 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Huntington National Bank | 32,001 | 32,001 | UNCH | 0.00% |
| Truist Financial Corp | 72,159 | 72,159 | UNCH | 0.00% |
| OLD National Bancorp IN | 10,745 | 10,745 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 4,000 | 4,000 | UNCH | 0.00% |
| Proequities Inc. | 1,928 | 1,928 | UNCH | 0.00% |
| Raymond James Trust N.A. | 14,642 | 14,642 | UNCH | 0.00% |
| Wedbush Securities Inc. | 18,738 | 18,738 | UNCH | 0.00% |
| Green Square Capital Advisors LLC | 14,508 | 14,508 | UNCH | 0.00% |
| Suncoast Equity Management | 30,134 | 30,134 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 2,500 | 2,500 | UNCH | 0.00% |
| CIBC World Markets Inc. | 20,000 | 20,000 | UNCH | 0.00% |
| Fiera Capital Corp | 451,684 | 451,684 | UNCH | 0.00% |
| Creative Planning | 10,844 | 10,844 | UNCH | 0.00% |
| Gilman Hill Asset Management LLC | 72,000 | 72,000 | UNCH | 0.00% |
| Oxbow Advisors LLC | 10,000 | 10,000 | UNCH | 0.00% |
| Harbour Capital Advisors LLC | 19,630 | 19,630 | UNCH | 0.00% |
| Good Life Advisors LLC | 30,941 | 30,941 | UNCH | 0.00% |
| Meridian Wealth Management LLC | 11,200 | 11,200 | UNCH | 0.00% |
| McIlrath & Eck LLC | 1,447 | 1,447 | UNCH | 0.00% |
| Qube Research & Technologies Ltd | 5,296 | 5,296 | UNCH | 0.00% |
| Larson Financial Group LLC | 2,500 | 2,500 | UNCH | 0.00% |
| Integrated Wealth Concepts LLC | 13,675 | 13,675 | UNCH | 0.00% |
| Venture Visionary Partners LLC | 27,183 | 27,183 | UNCH | 0.00% |
| Wilson & Boucher Capital Management LLC | 40,500 | 40,500 | UNCH | 0.00% |
| Atria Wealth Solutions Inc. | 31,416 | 31,416 | UNCH | 0.00% |
| Quantum Private Wealth LLC | 17,439 | 17,439 | UNCH | 0.00% |
| CI Private Wealth LLC | 12,500 | 12,500 | UNCH | 0.00% |
| 13F Filers Decreasing HIO Share Count | ||||
| Wolverine Asset Management LLC | 43,813 | 7,505 | -36,308 | -82.87% |
| Northwestern Mutual Wealth Management Co. | 1,571 | 494 | -1,077 | -68.56% |
| Commonwealth Equity Services LLC | 42,974 | 20,213 | -22,761 | -52.96% |
| Evergreen Capital Management LLC | 1,025,915 | 489,007 | -536,908 | -52.33% |
| RFG Advisory LLC | 493,730 | 299,262 | -194,468 | -39.39% |
| Advisor Group Holdings Inc. | 154,591 | 105,119 | -49,472 | -32.00% |
| Melfa Wealth Management LLC | 27,593 | 18,950 | -8,643 | -31.32% |
| US Bancorp DE | 14,200 | 10,200 | -4,000 | -28.17% |
| Tortoise Investment Management LLC | 166,512 | 130,224 | -36,288 | -21.79% |
| Bramshill Investments LLC | 6,053,194 | 4,833,799 | -1,219,395 | -20.14% |
| Morgan Stanley | 5,150,770 | 4,132,787 | -1,017,983 | -19.76% |
| Procyon Private Wealth Partners LLC | 18,040 | 15,555 | -2,485 | -13.77% |
| UBS Group AG | 634,351 | 551,417 | -82,934 | -13.07% |
| Raymond James & Associates | 251,383 | 221,923 | -29,460 | -11.72% |
| Wells Fargo & Company MN | 734,321 | 661,947 | -72,374 | -9.86% |
| Pekin Hardy Strauss Inc. | 34,087 | 31,087 | -3,000 | -8.80% |
| Rivernorth Capital Management LLC | 5,448,375 | 4,991,706 | -456,669 | -8.38% |
| Bank of America Corp DE | 616,910 | 569,213 | -47,697 | -7.73% |
| Guggenheim Capital LLC | 991,041 | 927,308 | -63,733 | -6.43% |
| Dudley Capital Management LLC | 33,100 | 31,100 | -2,000 | -6.04% |
| Cetera Investment Advisers | 17,609 | 16,860 | -749 | -4.25% |
| FCA Corp TX | 985,723 | 945,443 | -40,280 | -4.09% |
| Royal Bank of Canada | 357,324 | 345,722 | -11,602 | -3.25% |
| Hennion & Walsh Asset Management Inc. | 228,466 | 222,385 | -6,081 | -2.66% |
| LPL Financial LLC | 78,214 | 76,359 | -1,855 | -2.37% |
| First Trust Advisors LP | 213,237 | 210,053 | -3,184 | -1.49% |
| 1607 Capital Partners LLC | 1,371,275 | 1,361,175 | -10,100 | -0.74% |
| Chapin Davis Inc. | 38,126 | 37,999 | -127 | -0.33% |
| 13F Filers Exiting HIO | ||||
| Grey Street Capital LLC | 11,648 | 0 | -11,648 | -100.00% |
| Axxcess Wealth Management LLC | 45,381 | 0 | -45,381 | -100.00% |
| Jump Financial LLC | 13,400 | 0 | -13,400 | -100.00% |
| Atlas Private Wealth Advisors | 14,156 | 0 | -14,156 | -100.00% |
| Eudaimonia Partners LLC | 11,600 | 0 | -11,600 | -100.00% |
| HBC Financial Services PLLC | 1 | 0 | -1 | -100.00% |
| Future Financial Wealth Managment LLC | 10,500 | 0 | -10,500 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 400 | 0 | -400 | -100.00% |
| Aries Wealth Management | 19,296 | 0 | -19,296 | -100.00% |
| Glenview Trust Co | 50,000 | 0 | -50,000 | -100.00% |
| Robinson Capital Management LLC | 275 | 0 | -275 | -100.00% |
| CWM LLC | 1,044 | 0 | -1,044 | -100.00% |
| Tower Research Capital LLC TRC | 651 | 0 | -651 | -100.00% |
| HRT Financial LP | 41,799 | 0 | -41,799 | -100.00% |
| Susquehanna International Group LLP | 40,484 | 0 | -40,484 | -100.00% |
| Citadel Advisors LLC | 15,414 | 0 | -15,414 | -100.00% |
| Private Trust Co. NA | 2,650 | 0 | -2,650 | -100.00% |
| Farmers & Merchants Investments Inc. | 2,315 | 0 | -2,315 | -100.00% |
| Lazard Asset Management LLC | 1 | 0 | -1 | -100.00% |
| D.A. Davidson & CO. | 12,994 | 0 | -12,994 | -100.00% |
| Harbour Investments Inc. | 580 | 0 | -580 | -100.00% |
See Summary: Institutional Holders of HIO
See Details: Top 10 Hedge Funds Holding HIO
Also See: HIO Insider Buying
