HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HNW Share Count | ||||
| Envestnet Asset Management Inc. | 91,220 | 136,385 | +45,165 | +49.51% |
| GWM Advisors LLC | 36,000 | 51,400 | +15,400 | +42.78% |
| Sit Investment Associates Inc. | 377,650 | 482,096 | +104,446 | +27.66% |
| Kovack Advisors Inc. | 11,502 | 14,090 | +2,588 | +22.50% |
| Karpus Management Inc. | 1,017,142 | 1,221,203 | +204,061 | +20.06% |
| Spire Wealth Management | 3,822 | 4,398 | +576 | +15.07% |
| Wells Fargo & Company MN | 23,245 | 26,110 | +2,865 | +12.33% |
| UBS Group AG | 7,849 | 8,725 | +876 | +11.16% |
| 13F Filers Reporting New Positions In HNW | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Colony Group LLC | 0 | 20,731 | +20,731 | +100% |
| Northwest Financial Advisors | 0 | 2,660 | +2,660 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Royal Bank of Canada | 11,148 | 11,148 | UNCH | 0.00% |
| AEGON USA Investment Management LLC | 19,260 | 19,260 | UNCH | 0.00% |
| Dakota Wealth Management | 12,650 | 12,650 | UNCH | 0.00% |
| 13F Filers Decreasing HNW Share Count | ||||
| Advisor Group Holdings Inc. | 23,000 | 11,800 | -11,200 | -48.70% |
| Northwestern Mutual Wealth Management Co. | 1,474 | 955 | -519 | -35.21% |
| Shaker Financial Services LLC | 212,769 | 154,822 | -57,947 | -27.23% |
| Sterneck Capital Management LLC | 50,561 | 39,340 | -11,221 | -22.19% |
| Morgan Stanley | 9,940 | 8,766 | -1,174 | -11.81% |
| Clear Creek Financial Management LLC | 18,760 | 17,670 | -1,090 | -5.81% |
| Thomas J. Herzfeld Advisors Inc. | 182,808 | 178,311 | -4,497 | -2.46% |
| Ameriprise Financial Inc. | 108,929 | 107,779 | -1,150 | -1.06% |
| Raymond James Financial Services Advisors Inc. | 52,464 | 51,929 | -535 | -1.02% |
| 13F Filers Exiting HNW | ||||
| Kingsview Wealth Management LLC | 10,855 | 0 | -10,855 | -100.00% |
| Logan Stone Capital LLC | 46,727 | 0 | -46,727 | -100.00% |
| Saba Capital Management L.P. | 129,914 | 0 | -129,914 | -100.00% |
| HighTower Advisors LLC | 13,614 | 0 | -13,614 | -100.00% |
| Bessemer Group Inc. | 185 | 0 | -185 | -100.00% |
| Creative Financial Designs Inc. ADV | 613 | 0 | -613 | -100.00% |
| Bank of America Corp DE | 500 | 0 | -500 | -100.00% |
| JPMorgan Chase & Co. | 5,441 | 0 | -5,441 | -100.00% |
See Summary: Institutional Holders of HNW
See Details: Top 10 Hedge Funds Holding HNW
Also See: HNW Insider Buying
