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HIX Holdings Changes image
This page summarizes the HIX holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether HIX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing HIX Share Count
Landscape Capital Management L.L.C. 13,083 65,141 +52,058 +397.91%
International Assets Investment Management LLC 750 3,720 +2,970 +396.00%
Proequities Inc. 1,000 3,000 +2,000 +200.00%
Rockefeller Capital Management L.P. 84,384 155,496 +71,112 +84.27%
Stifel Financial Corp 10,938 20,062 +9,124 +83.42%
Invesco Ltd. 415,139 582,491 +167,352 +40.31%
Cetera Advisor Networks LLC 45,217 52,345 +7,128 +15.76%
Royal Bank of Canada 84,092 95,274 +11,182 +13.30%
GWM Advisors LLC 101,400 106,800 +5,400 +5.33%
LPL Financial LLC 70,614 74,037 +3,423 +4.85%
Raymond James & Associates 249,027 260,974 +11,947 +4.80%
Kovack Advisors Inc. 14,231 14,858 +627 +4.41%
Morris Retirement Advisors LLC 18,215 18,942 +727 +3.99%
Morgan Stanley 308,774 320,570 +11,796 +3.82%
Global Retirement Partners LLC 3,891 4,018 +127 +3.26%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 12,139 12,416 +277 +2.28%
13F Filers Reporting New Positions In HIX
MML Investors Services LLC 0 10,293 +10,293 +100%
Nomura Holdings Inc. 0 22,625 +22,625 +100%
BOK Financial Private Wealth Inc. 0 3,344 +3,344 +100%
Baystate Wealth Management LLC 0 859 +859 +100%
Baird Financial Group Inc. 0 31,581 +31,581 +100%
Significant Wealth Partners LLC 0 143,415 +143,415 +100%
13F Filers With Unchanged Share Count
Harbour Investments Inc. 500 500 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 5,286 5,286 UNCH 0.00%
Regal Investment Advisors LLC 11,892 11,892 UNCH 0.00%
Integrated Advisors Network LLC 40,435 40,435 UNCH 0.00%
Parallel Advisors LLC 2,000 2,000 UNCH 0.00%
Steward Partners Investment Advisory LLC 10,863 10,863 UNCH 0.00%
HHM Wealth Advisors LLC 2,250 2,250 UNCH 0.00%
Salomon & Ludwin LLC 1,007 1,007 UNCH 0.00%
Sonora Investment Management Group LLC 18,330 18,330 UNCH 0.00%
13F Filers Decreasing HIX Share Count
Commonwealth Equity Services LLC 294,116 93,820 -200,296 -68.10%
Susquehanna International Group LLP 36,781 19,955 -16,826 -45.75%
Raymond James Financial Services Advisors Inc. 32,137 19,249 -12,888 -40.10%
Advisor Group Holdings Inc. 193,547 117,963 -75,584 -39.05%
Guggenheim Capital LLC 443,525 363,903 -79,622 -17.95%
Cambridge Investment Research Advisors Inc. 41,941 36,521 -5,420 -12.92%
Sage Capital Advisors llc 79,430 69,803 -9,627 -12.12%
Ameriprise Financial Inc. 216,889 195,891 -20,998 -9.68%
Bank of America Corp DE 35,697 33,767 -1,930 -5.41%
UBS Group AG 2,516,846 2,455,062 -61,784 -2.45%
Wells Fargo & Company MN 60,518 59,540 -978 -1.62%
Shulman DeMeo Asset Management LLC 13,422 13,365 -57 -0.42%
13F Filers Exiting HIX
CI Private Wealth LLC 10,000 0 -10,000 -100.00%
Jump Financial LLC 10,300 0 -10,300 -100.00%
Elequin Capital LP 4,544 0 -4,544 -100.00%
FNY Investment Advisers LLC 1,400 0 -1,400 -100.00%
Samalin Investment Counsel LLC 12,048 0 -12,048 -100.00%
HighTower Advisors LLC 15,992 0 -15,992 -100.00%
Wolverine Asset Management LLC 49,190 0 -49,190 -100.00%

See Summary: Institutional Holders of HIX
See Details: Top 10 Hedge Funds Holding HIX
Also See: HIX Insider Buying

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