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HYLS Holdings Changes image
This page summarizes the HYLS holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether HYLS 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing HYLS Share Count
Optimum Investment Advisors 75 200 +125 +166.67%
Sound Income Strategies LLC 101 134 +33 +32.67%
Private Trust Co. NA 8,776 10,872 +2,096 +23.88%
KMG Fiduciary Partners LLC 228,403 261,451 +33,048 +14.47%
Strategic Blueprint LLC 6,522 7,461 +939 +14.40%
Chicago Partners Investment Group LLC 33,237 36,299 +3,062 +9.21%
Elevated Capital Advisors LLC 67,157 72,217 +5,060 +7.53%
DHJJ Financial Advisors Ltd. 4,498 4,817 +319 +7.09%
Bennett Associates Wealth Management 34,422 36,482 +2,060 +5.98%
Iams Wealth Management LLC 17,032 18,048 +1,016 +5.97%
Capital Investment Advisory Services LLC 15,060 15,931 +871 +5.78%
Raymond James Financial Services Advisors Inc. 149,368 157,001 +7,633 +5.11%
Brookstone Capital Management 32,445 34,038 +1,593 +4.91%
Quad Cities Investment Group LLC 50,969 53,394 +2,425 +4.76%
International Assets Investment Management LLC 12,808 13,341 +533 +4.16%
Luken Investment Analytics LLC 78,186 81,296 +3,110 +3.98%
Accel Wealth Management 7,549 7,742 +193 +2.56%
EWG Elevate Inc. 48,352 49,188 +836 +1.73%
Aurora Private Wealth Inc. 7,170 7,294 +124 +1.73%
Signature Securities Group Corporation 39,365 40,007 +642 +1.63%
TAP Consulting LLC 47,336 47,976 +640 +1.35%
NBC Securities Inc. 2,524 2,539 +15 +0.59%
Atlas Private Wealth Management 30,953 31,084 +131 +0.42%
Sunbelt Securities Inc. 7,968 7,979 +11 +0.14%
Raymond James & Associates 213,850 213,897 +47 +0.02%
13F Filers Reporting New Positions In HYLS
Allworth Financial LP 0 200 +200 +100%
Register Financial Advisors LLC 0 616 +616 +100%
13F Filers With Unchanged Share Count
City Holding Co. 1,355 1,355 UNCH 0.00%
PSI Advisors LLC 3 3 UNCH 0.00%
HBW Advisory Services LLC 124,290 124,290 UNCH 0.00%
MTM Investment Management LLC 320 320 UNCH 0.00%
Hexagon Capital Partners LLC 23 23 UNCH 0.00%
Walker Asset Management LLC 20,722 20,722 UNCH 0.00%
GAMMA Investing LLC 139 139 UNCH 0.00%
13F Filers Decreasing HYLS Share Count
AlphaMark Advisors LLC 870 200 -670 -77.01%
Cambridge Investment Research Advisors Inc. 124,848 65,598 -59,250 -47.46%
Wagner Wealth Management LLC 46,846 28,078 -18,768 -40.06%
Capital Investment Advisors LLC 8,168 5,795 -2,373 -29.05%
LVZ Advisors Inc. 40,141 32,347 -7,794 -19.42%
CWM LLC 78,661 63,671 -14,990 -19.06%
MBE Wealth Management LLC 14,794 12,197 -2,597 -17.55%
Murphy Middleton Hinkle & Parker Inc. 20,107 17,231 -2,876 -14.30%
Global Retirement Partners LLC 1,940 1,733 -207 -10.67%
Walkner Condon Financial Advisors LLC 20,036 18,410 -1,626 -8.12%
Park Avenue Securities LLC 14,533 13,546 -987 -6.79%
Miracle Mile Advisors LLC 24,602 23,108 -1,494 -6.07%
Wealthcare Advisory Partners LLC 12,305 11,593 -712 -5.79%
Paul Damon & Associates Inc. 5,465 5,161 -304 -5.56%
Park National Corp OH 400,217 378,233 -21,984 -5.49%
Stratos Wealth Partners LTD. 107,657 103,829 -3,828 -3.56%
OMNI 360 Wealth Inc. 14,615 14,155 -460 -3.15%
Spire Wealth Management 33,727 32,666 -1,061 -3.15%
RVW Wealth LLC 11,114 10,997 -117 -1.05%
Trilogy Capital Inc. 5,395 5,381 -14 -0.26%
13F Filers Exiting HYLS
BKM Wealth Management LLC 95 0 -95 -100.00%
Sebold Capital Management Inc. 6,595 0 -6,595 -100.00%
American Financial Advisors LLC 4,975 0 -4,975 -100.00%
Kovack Advisors Inc. 72,821 0 -72,821 -100.00%
AdvisorNet Financial Inc 29,314 0 -29,314 -100.00%

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

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