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HYHG Holdings Changes image
This page summarizes the HYHG 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 HYHG 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 HYHG Share Count
Envestnet Asset Management Inc. 4,141 24,510 +20,369 +491.89%
Jane Street Group LLC 10,781 33,019 +22,238 +206.27%
MML Investors Services LLC 12,411 32,705 +20,294 +163.52%
Geneos Wealth Management Inc. 3,554 5,094 +1,540 +43.33%
Stifel Financial Corp 3,980 4,879 +899 +22.59%
Equitable Holdings Inc. 34,197 41,031 +6,834 +19.98%
Proequities Inc. 31,837 33,592 +1,755 +5.51%
Castle Rock Wealth Management LLC 15,375 16,137 +762 +4.96%
Sound Income Strategies LLC 75,901 78,769 +2,868 +3.78%
Cambridge Investment Research Advisors Inc. 8,145 8,444 +299 +3.67%
WT Wealth Management 7,671 7,932 +261 +3.40%
FMR LLC 43 44 +1 +2.33%
LPL Financial LLC 121,252 123,023 +1,771 +1.46%
Commonwealth Equity Services LLC 6,813 6,843 +30 +0.44%
National Asset Management Inc. 11,945 11,983 +38 +0.32%
13F Filers Reporting New Positions In HYHG
Principal Securities Inc. 0 10,162 +10,162 +100%
Citadel Advisors LLC 0 4,759 +4,759 +100%
Susquehanna International Group LLP 0 14,473 +14,473 +100%
Global Retirement Partners LLC 0 2,195 +2,195 +100%
International Assets Investment Management LLC 0 13,586 +13,586 +100%
Ronald Blue Trust Inc. 0 14 +14 +100%
13F Filers With Unchanged Share Count
Citigroup Inc. 233 233 UNCH 0.00%
Private Trust Co. NA 80 80 UNCH 0.00%
Flow Traders U.S. LLC 3,906 3,906 UNCH 0.00%
Aptus Capital Advisors LLC 470 470 UNCH 0.00%
WealthShield Partners LLC 256 256 UNCH 0.00%
Castleview Partners LLC 22 22 UNCH 0.00%
Spire Wealth Management 525 525 UNCH 0.00%
Snowden Capital Advisors LLC 6,976 6,976 UNCH 0.00%
13F Filers Decreasing HYHG Share Count
GTS Securities LLC 8,394 3,585 -4,809 -57.29%
Advisor Group Holdings Inc. 53,988 24,815 -29,173 -54.04%
Bank of America Corp DE 14,751 11,466 -3,285 -22.27%
Royal Bank of Canada 10,536 8,705 -1,831 -17.38%
Wells Fargo & Company MN 86,699 79,230 -7,469 -8.61%
Empirical Asset Management LLC 18,321 17,451 -870 -4.75%
UBS Group AG 3,876 3,779 -97 -2.50%
Morgan Stanley 179,023 174,804 -4,219 -2.36%
Redhawk Wealth Advisors Inc. 24,247 23,980 -267 -1.10%
13F Filers Exiting HYHG
Washington Trust Advisors Inc. 3,000 0 -3,000 -100.00%
DHJJ Financial Advisors Ltd. 22 0 -22 -100.00%
Adams Wealth Management 6,654 0 -6,654 -100.00%
Coastal Investment Advisors Inc. 211 0 -211 -100.00%
Synergy Financial Management LLC 13,166 0 -13,166 -100.00%
Northwestern Mutual Wealth Management Co. 49 0 -49 -100.00%

See Summary: Institutional Holders of HYHG
See Details: Top 10 Hedge Funds Holding HYHG

HYHG Holdings Changes | www.HoldingsChannel.com

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