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IAC Holdings Changes image
This page summarizes the IAC 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 IAC 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 IAC Share Count
Hexagon Capital Partners LLC 418 558 +140 +33.49%
Chemistry Wealth Management LLC 14,592 18,541 +3,949 +27.06%
Parkside Investments LLC 176,269 204,854 +28,585 +16.22%
CWM LLC 632 734 +102 +16.14%
Investment Partners Asset Management Inc. 6,825 7,580 +755 +11.06%
Raymond James Financial Services Advisors Inc. 122,303 123,963 +1,660 +1.36%
Pallas Capital Advisors LLC 5,507 5,522 +15 +0.27%
13F Filers Reporting New Positions In IAC
Northwest Investment Counselors LLC 0 170 +170 +100%
Harbor Investment Advisory LLC 0 26 +26 +100%
Mather Group LLC. 0 277 +277 +100%
Riverview Trust Co 0 505 +505 +100%
Register Financial Advisors LLC 0 50 +50 +100%
13F Filers With Unchanged Share Count
Capital Advisors Ltd. LLC 308 308 UNCH 0.00%
JJJ Advisors Inc. 500 500 UNCH 0.00%
Private Ocean LLC 382 382 UNCH 0.00%
Tradewinds Capital Management LLC 8 8 UNCH 0.00%
Sunbelt Securities Inc. 111 111 UNCH 0.00%
Pinnacle Bank 75 75 UNCH 0.00%
Versant Capital Management Inc 91 91 UNCH 0.00%
Maryland State Retirement & Pension System 5,735 5,735 UNCH 0.00%
Cedar Mountain Advisors LLC 81 81 UNCH 0.00%
Armstrong Advisory Group Inc. 55 55 UNCH 0.00%
Signature Resources Capital Management LLC 54 54 UNCH 0.00%
Coston McIsaac & Partners 115 115 UNCH 0.00%
13F Filers Decreasing IAC Share Count
First Financialcorp IN 498 42 -456 -91.57%
GAMMA Investing LLC 427 179 -248 -58.08%
Handelsinvest Investeringsforvaltning 6,595 4,341 -2,254 -34.18%
Allspring Global Investments Holdings LLC 691,954 511,006 -180,948 -26.15%
Valeo Financial Advisors LLC 5,644 4,744 -900 -15.95%
Financial Synergies Wealth Advisors Inc. 27 23 -4 -14.81%
Raymond James & Associates 48,207 47,654 -553 -1.15%
Alhambra Investment Partners LLC 10,796 10,739 -57 -0.53%
13F Filers Exiting IAC
Bruce G. Allen Investments LLC 37 0 -37 -100.00%
International Assets Investment Management LLC 49,237 0 -49,237 -100.00%
CVA Family Office LLC 45 0 -45 -100.00%
IMC Chicago LLC 13,824 0 -13,824 -100.00%

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

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