HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing HYT Share Count | ||||
| JPMorgan Chase & Co. | 161 | 100,724 | +100,563 | +62461.49% |
| Harbour Investments Inc. | 82 | 1,162 | +1,080 | +1317.07% |
| Janney Montgomery Scott LLC | 22,239 | 93,741 | +71,502 | +321.52% |
| Tower Research Capital LLC TRC | 14 | 46 | +32 | +228.57% |
| Fortis Group Advisors LLC | 666 | 1,332 | +666 | +100.00% |
| Western Wealth Management LLC | 10,748 | 18,948 | +8,200 | +76.29% |
| Baird Financial Group Inc. | 45,824 | 72,518 | +26,694 | +58.25% |
| Lake Street Financial LLC | 239,500 | 326,850 | +87,350 | +36.47% |
| Stratos Wealth Partners LTD. | 11,249 | 14,245 | +2,996 | +26.63% |
| Cambridge Investment Research Advisors Inc. | 126,306 | 156,703 | +30,397 | +24.07% |
| TCG Advisory Services LLC | 32,041 | 38,791 | +6,750 | +21.07% |
| Bank of America Corp DE | 517,845 | 611,148 | +93,303 | +18.02% |
| LPL Financial LLC | 562,785 | 658,956 | +96,171 | +17.09% |
| McGowan Group Asset Management Inc. | 3,381,559 | 3,951,846 | +570,287 | +16.86% |
| Bogart Wealth LLC | 5,601 | 6,501 | +900 | +16.07% |
| Rockefeller Capital Management L.P. | 61,159 | 69,541 | +8,382 | +13.71% |
| GWM Advisors LLC | 84,336 | 95,192 | +10,856 | +12.87% |
| Citigroup Inc. | 13,959 | 15,640 | +1,681 | +12.04% |
| Private Advisor Group LLC | 207,397 | 227,415 | +20,018 | +9.65% |
| Kovack Advisors Inc. | 34,610 | 37,510 | +2,900 | +8.38% |
| Penserra Capital Management LLC | 1,009,939 | 1,085,040 | +75,101 | +7.44% |
| Samalin Investment Counsel LLC | 24,785 | 26,478 | +1,693 | +6.83% |
| SeaCrest Wealth Management LLC | 32,464 | 34,272 | +1,808 | +5.57% |
| Melfa Wealth Management LLC | 83,358 | 87,883 | +4,525 | +5.43% |
| Cetera Advisors LLC | 95,580 | 100,542 | +4,962 | +5.19% |
| Guggenheim Capital LLC | 392,074 | 409,938 | +17,864 | +4.56% |
| CMG Global Holdings LLC | 11,692 | 12,208 | +516 | +4.41% |
| Morgan Stanley | 5,070,135 | 5,262,269 | +192,134 | +3.79% |
| Invesco Ltd. | 1,417,041 | 1,470,056 | +53,015 | +3.74% |
| GPS Wealth Strategies Group LLC | 1,610 | 1,666 | +56 | +3.48% |
| Royal Bank of Canada | 508,448 | 523,155 | +14,707 | +2.89% |
| Tortoise Investment Management LLC | 797 | 819 | +22 | +2.76% |
| Concord Wealth Partners | 27,044 | 27,778 | +734 | +2.71% |
| Atomi Financial Group Inc. | 13,150 | 13,450 | +300 | +2.28% |
| Raymond James & Associates | 44,242 | 45,089 | +847 | +1.91% |
| Kennedy Investment Group | 16,989 | 17,275 | +286 | +1.68% |
| Stifel Financial Corp | 45,724 | 46,366 | +642 | +1.40% |
| Cetera Investment Advisers | 56,601 | 57,380 | +779 | +1.38% |
| RDA Financial Network | 150,509 | 152,559 | +2,050 | +1.36% |
| Spire Wealth Management | 17,179 | 17,400 | +221 | +1.29% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,827 | 11,961 | +134 | +1.13% |
| Envestnet Asset Management Inc. | 32,310 | 32,668 | +358 | +1.11% |
| Bramshill Investments LLC | 2,185,852 | 2,208,118 | +22,266 | +1.02% |
| Commonwealth Equity Services LLC | 372,920 | 376,453 | +3,533 | +0.95% |
| Future Financial Wealth Managment LLC | 32,611 | 32,883 | +272 | +0.83% |
| Geneos Wealth Management Inc. | 37,453 | 37,648 | +195 | +0.52% |
| Lakeview Capital Partners LLC | 20,545 | 20,645 | +100 | +0.49% |
| Atria Wealth Solutions Inc. | 64,425 | 64,625 | +200 | +0.31% |
| 13F Filers Reporting New Positions In HYT | ||||
| Principal Securities Inc. | 0 | 14,211 | +14,211 | +100% |
| Alliancebernstein L.P. | 0 | 19,000 | +19,000 | +100% |
| Nomura Holdings Inc. | 0 | 21,949 | +21,949 | +100% |
| Farmers & Merchants Investments Inc. | 0 | 33 | +33 | +100% |
| Citadel Advisors LLC | 0 | 16,770 | +16,770 | +100% |
| National Asset Management Inc. | 0 | 10,300 | +10,300 | +100% |
| Landscape Capital Management L.L.C. | 0 | 130,584 | +130,584 | +100% |
| Prospera Financial Services Inc | 0 | 10,492 | +10,492 | +100% |
| Baystate Wealth Management LLC | 0 | 508 | +508 | +100% |
| Camelot Portfolios LLC | 0 | 11,200 | +11,200 | +100% |
| Advisory Services Network LLC | 0 | 235 | +235 | +100% |
| GeoWealth Management LLC | 0 | 26,229 | +26,229 | +100% |
| Sowell Financial Services LLC | 0 | 79,900 | +79,900 | +100% |
| Lido Advisors LLC | 0 | 63,742 | +63,742 | +100% |
| Apexium Financial LP | 0 | 20,375 | +20,375 | +100% |
| International Assets Investment Management LLC | 0 | 66,161 | +66,161 | +100% |
| Activest Wealth Management | 0 | 3,227 | +3,227 | +100% |
| Fortitude Family Office LLC | 0 | 1,000 | +1,000 | +100% |
| McGlone Suttner Wealth Management Inc. | 0 | 8,677 | +8,677 | +100% |
| Strategic Advocates LLC | 0 | 20,000 | +20,000 | +100% |
| Catalytic Wealth RIA LLC | 0 | 26,229 | +26,229 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Cullen Frost Bankers Inc. | 5,000 | 5,000 | UNCH | 0.00% |
| Huntington National Bank | 3,000 | 3,000 | UNCH | 0.00% |
| Thrivent Financial for Lutherans | 279,408 | 279,408 | UNCH | 0.00% |
| NBC Securities Inc. | 1,134 | 1,134 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 1,231 | 1,231 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 6,358 | 6,358 | UNCH | 0.00% |
| Brave Asset Management Inc. | 24,000 | 24,000 | UNCH | 0.00% |
| Webster Bank N. A. | 535 | 535 | UNCH | 0.00% |
| Hollencrest Capital Management | 880 | 880 | UNCH | 0.00% |
| Private Trust Co. NA | 670 | 670 | UNCH | 0.00% |
| Cohen & Steers Inc. | 445,607 | 445,607 | UNCH | 0.00% |
| North Star Investment Management Corp. | 500 | 500 | UNCH | 0.00% |
| Assetmark Inc. | 107 | 107 | UNCH | 0.00% |
| Advisors Capital Management LLC | 11,700 | 11,700 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 350 | 350 | UNCH | 0.00% |
| BKD Wealth Advisors LLC | 11,926 | 11,926 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 2,724 | 2,724 | UNCH | 0.00% |
| AEGON USA Investment Management LLC | 86,320 | 86,320 | UNCH | 0.00% |
| Highlander Capital Management LLC | 2,335 | 2,335 | UNCH | 0.00% |
| CWM LLC | 6,043 | 6,043 | UNCH | 0.00% |
| Bartlett & Co. LLC | 1,600 | 1,600 | UNCH | 0.00% |
| Allworth Financial LP | 1,050 | 1,050 | UNCH | 0.00% |
| Circle Wealth Management LLC | 61,364 | 61,364 | UNCH | 0.00% |
| Plancorp LLC | 10,000 | 10,000 | UNCH | 0.00% |
| Cahill Financial Advisors Inc. | 29,492 | 29,492 | UNCH | 0.00% |
| Gerber Kawasaki Wealth & Investment Management | 15,000 | 15,000 | UNCH | 0.00% |
| Parallel Advisors LLC | 14,835 | 14,835 | UNCH | 0.00% |
| McIlrath & Eck LLC | 1,529 | 1,529 | UNCH | 0.00% |
| EverSource Wealth Advisors LLC | 4,783 | 4,783 | UNCH | 0.00% |
| Uncommon Cents Investing LLC | 40,102 | 40,102 | UNCH | 0.00% |
| Larson Financial Group LLC | 1,050 | 1,050 | UNCH | 0.00% |
| Global Retirement Partners LLC | 3,939 | 3,939 | UNCH | 0.00% |
| HHM Wealth Advisors LLC | 818 | 818 | UNCH | 0.00% |
| 9258 Wealth Management LLC | 34,274 | 34,274 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 1,023 | 1,023 | UNCH | 0.00% |
| Marks Group Wealth Management Inc | 116,881 | 116,881 | UNCH | 0.00% |
| Walled Lake Planning & Wealth Management LLC | 11,170 | 11,170 | UNCH | 0.00% |
| Robbins Farley LLC | 8,692 | 8,692 | UNCH | 0.00% |
| TNF LLC | 12,461 | 12,461 | UNCH | 0.00% |
| Gould Capital LLC | 307 | 307 | UNCH | 0.00% |
| Tyler Stone Wealth Management | 5,324 | 5,324 | UNCH | 0.00% |
| Richard W. Paul & Associates LLC | 2 | 2 | UNCH | 0.00% |
| New England Capital Financial Advisors LLC | 404 | 404 | UNCH | 0.00% |
| Core Wealth Partners LLC | 15,514 | 15,514 | UNCH | 0.00% |
| Bartlett & CO. Wealth Management LLC | 1,600 | 1,600 | UNCH | 0.00% |
| 13F Filers Decreasing HYT Share Count | ||||
| Sit Investment Associates Inc. | 2,253,677 | 217,767 | -2,035,910 | -90.34% |
| Centaurus Financial Inc. | 117,243 | 30,872 | -86,371 | -73.67% |
| Merit Financial Group LLC | 48,116 | 20,870 | -27,246 | -56.63% |
| Sigma Planning Corp | 94,015 | 46,453 | -47,562 | -50.59% |
| Caldwell Sutter Capital Inc. | 1,990 | 1,100 | -890 | -44.72% |
| Hoylecohen LLC | 26,355 | 14,943 | -11,412 | -43.30% |
| Creative Planning | 28,976 | 18,554 | -10,422 | -35.97% |
| AE Wealth Management LLC | 16,154 | 10,354 | -5,800 | -35.90% |
| Virtu Financial LLC | 21,055 | 13,842 | -7,213 | -34.26% |
| Oliver Lagore Vanvalin Investment Group | 15,007 | 10,007 | -5,000 | -33.32% |
| Comerica Bank | 4,120 | 2,905 | -1,215 | -29.49% |
| Kesler Norman & Wride LLC | 50,581 | 36,472 | -14,109 | -27.89% |
| Focused Wealth Management Inc | 15,181 | 12,002 | -3,179 | -20.94% |
| Oak Hill Advisors LP | 1,104,392 | 914,080 | -190,312 | -17.23% |
| Ameriprise Financial Inc. | 180,516 | 153,520 | -26,996 | -14.95% |
| UBS Group AG | 607,191 | 527,248 | -79,943 | -13.17% |
| Advisor Group Holdings Inc. | 278,665 | 245,293 | -33,372 | -11.98% |
| HighTower Advisors LLC | 75,488 | 68,611 | -6,877 | -9.11% |
| Cetera Advisor Networks LLC | 148,004 | 134,702 | -13,302 | -8.99% |
| Northwestern Mutual Wealth Management Co. | 70,743 | 64,880 | -5,863 | -8.29% |
| The PNC Financial Services Group Inc. | 18,697 | 17,197 | -1,500 | -8.02% |
| Granite Investment Partners LLC | 51,800 | 47,826 | -3,974 | -7.67% |
| Orion Portfolio Solutions LLC | 200,128 | 185,727 | -14,401 | -7.20% |
| Steward Partners Investment Advisory LLC | 50,574 | 47,002 | -3,572 | -7.06% |
| Wealth Enhancement Advisory Services LLC | 16,897 | 15,893 | -1,004 | -5.94% |
| MML Investors Services LLC | 20,980 | 19,779 | -1,201 | -5.72% |
| Wells Fargo & Company MN | 181,435 | 171,296 | -10,139 | -5.59% |
| US Bancorp DE | 3,598 | 3,400 | -198 | -5.50% |
| Covenant Asset Management LLC | 163,859 | 155,502 | -8,357 | -5.10% |
| SFI Advisors LLC | 21,662 | 20,560 | -1,102 | -5.09% |
| Raymond James Financial Services Advisors Inc. | 82,629 | 78,767 | -3,862 | -4.67% |
| Shulman DeMeo Asset Management LLC | 20,475 | 19,553 | -922 | -4.50% |
| Apollon Wealth Management LLC | 140,062 | 133,860 | -6,202 | -4.43% |
| Truist Financial Corp | 36,278 | 35,022 | -1,256 | -3.46% |
| Investmark Advisory Group LLC | 39,220 | 38,098 | -1,122 | -2.86% |
| Proequities Inc. | 5,465 | 5,371 | -94 | -1.72% |
| Capital Investment Advisors LLC | 170,909 | 169,495 | -1,414 | -0.83% |
| Integrated Wealth Concepts LLC | 17,695 | 17,569 | -126 | -0.71% |
| SMH Capital Advisors Inc. | 29,005 | 28,846 | -159 | -0.55% |
| Morris Retirement Advisors LLC | 20,123 | 20,015 | -108 | -0.54% |
| CI Private Wealth LLC | 239,928 | 238,970 | -958 | -0.40% |
| Wealthcare Advisory Partners LLC | 14,178 | 14,171 | -7 | -0.05% |
| 13F Filers Exiting HYT | ||||
| Balboa Wealth Partners | 12,631 | 0 | -12,631 | -100.00% |
| Congress Wealth Management LLC DE | 52,729 | 0 | -52,729 | -100.00% |
| Round Rock Advisors LLC | 11,682 | 0 | -11,682 | -100.00% |
| Elequin Capital LP | 1,363 | 0 | -1,363 | -100.00% |
| Magnus Financial Group LLC | 10,500 | 0 | -10,500 | -100.00% |
| Laurel Wealth Advisors LLC | 19 | 0 | -19 | -100.00% |
| Sound Income Strategies LLC | 1,701 | 0 | -1,701 | -100.00% |
| Sontag Advisory LLC | 13,087 | 0 | -13,087 | -100.00% |
| Jane Street Group LLC | 29,948 | 0 | -29,948 | -100.00% |
| Shaker Financial Services LLC | 54,099 | 0 | -54,099 | -100.00% |
| HRT Financial LP | 37,034 | 0 | -37,034 | -100.00% |
| Paragon Capital Management LLC | 20,000 | 0 | -20,000 | -100.00% |
| CSS LLC IL | 11,796 | 0 | -11,796 | -100.00% |
| Commerce Bank | 12,268 | 0 | -12,268 | -100.00% |
| Goldman Sachs Group Inc. | 11,482 | 0 | -11,482 | -100.00% |
| Credit Suisse AG | 350,000 | 0 | -350,000 | -100.00% |
| M&T Bank Corp | 12,000 | 0 | -12,000 | -100.00% |
See Summary: Institutional Holders of HYT
See Details: Top 10 Hedge Funds Holding HYT
Also See: HYT Insider Buying
