HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IAI Share Count | ||||
| IFP Advisors Inc | 38 | 297 | +259 | +681.58% |
| JPMorgan Chase & Co. | 1,042 | 5,243 | +4,201 | +403.17% |
| Harbour Investments Inc. | 30 | 103 | +73 | +243.33% |
| Cambridge Investment Research Advisors Inc. | 2,258 | 2,831 | +573 | +25.38% |
| Cetera Advisor Networks LLC | 7,413 | 8,858 | +1,445 | +19.49% |
| Raymond James & Associates | 2,916 | 3,419 | +503 | +17.25% |
| Stifel Financial Corp | 11,742 | 12,756 | +1,014 | +8.64% |
| Raymond James Financial Services Advisors Inc. | 4,293 | 4,596 | +303 | +7.06% |
| Envestnet Asset Management Inc. | 51,329 | 53,194 | +1,865 | +3.63% |
| Citigroup Inc. | 685 | 708 | +23 | +3.36% |
| Steward Partners Investment Advisory LLC | 21,433 | 22,147 | +714 | +3.33% |
| Meitav Dash Investments Ltd. | 468,948 | 483,524 | +14,576 | +3.11% |
| Cavalier Investments LLC | 61,986 | 63,531 | +1,545 | +2.49% |
| Avitas Wealth Management LLC | 4,212 | 4,277 | +65 | +1.54% |
| Commonwealth Equity Services LLC | 5,852 | 5,934 | +82 | +1.40% |
| Synovus Financial Corp | 7,564 | 7,642 | +78 | +1.03% |
| Resolute Wealth Strategies LLC | 2,470 | 2,491 | +21 | +0.85% |
| Founders Financial Alliance LLC | 278 | 280 | +2 | +0.72% |
| Sunbelt Securities Inc. | 250 | 251 | +1 | +0.40% |
| 13F Filers Reporting New Positions In IAI | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 1,139 | +1,139 | +100% |
| Ameriprise Financial Inc. | 0 | 2,456 | +2,456 | +100% |
| Bank of Montreal Can | 0 | 28 | +28 | +100% |
| Grimes & Company Inc. | 0 | 47,909 | +47,909 | +100% |
| Clark Capital Management Group Inc. | 0 | 16,265 | +16,265 | +100% |
| GTS Securities LLC | 0 | 7,440 | +7,440 | +100% |
| Advisory Services Network LLC | 0 | 72 | +72 | +100% |
| Advisors Preferred LLC | 0 | 89 | +89 | +100% |
| IFG Advisory LLC | 0 | 2,179 | +2,179 | +100% |
| Sound Income Strategies LLC | 0 | 36 | +36 | +100% |
| Q3 Asset Management | 0 | 14,008 | +14,008 | +100% |
| Kingsview Wealth Management LLC | 0 | 11,385 | +11,385 | +100% |
| International Assets Investment Management LLC | 0 | 7,990 | +7,990 | +100% |
| Spire Wealth Management | 0 | 678 | +678 | +100% |
| Farther Finance Advisors LLC | 0 | 38 | +38 | +100% |
| Northwest Financial Advisors | 0 | 64 | +64 | +100% |
| Caitlin John LLC | 0 | 443 | +443 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 232 | 232 | UNCH | 0.00% |
| Huntington National Bank | 2 | 2 | UNCH | 0.00% |
| Comerica Bank | 43 | 43 | UNCH | 0.00% |
| Alpine Woods Capital Investors LLC | 3,000 | 3,000 | UNCH | 0.00% |
| North Star Investment Management Corp. | 1,645 | 1,645 | UNCH | 0.00% |
| Menora Mivtachim Holdings LTD. | 3,500 | 3,500 | UNCH | 0.00% |
| Tower Research Capital LLC TRC | 140 | 140 | UNCH | 0.00% |
| CWM LLC | 72 | 72 | UNCH | 0.00% |
| Main Management LLC | 34,600 | 34,600 | UNCH | 0.00% |
| Balentine LLC | 443 | 443 | UNCH | 0.00% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 229,976 | 229,976 | UNCH | 0.00% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,208 | 83,208 | UNCH | 0.00% |
| Founders Capital Management | 37 | 37 | UNCH | 0.00% |
| Summit Financial LLC | 2,383 | 2,383 | UNCH | 0.00% |
| Cornerstone Planning Group LLC | 151 | 151 | UNCH | 0.00% |
| Navis Wealth Advisors LLC | 2,500 | 2,500 | UNCH | 0.00% |
| Yahav Achim Ve Achayot Provident Funds Management Co Ltd. | 28,209 | 28,209 | UNCH | 0.00% |
| Resurgent Financial Advisors LLC | 412 | 412 | UNCH | 0.00% |
| TD Waterhouse Canada Inc. | 100 | 100 | UNCH | 0.00% |
| 13F Filers Decreasing IAI Share Count | ||||
| Assetmark Inc. | 225 | 24 | -201 | -89.33% |
| Advisor Group Holdings Inc. | 36,306 | 8,615 | -27,691 | -76.27% |
| Royal Bank of Canada | 41,366 | 13,998 | -27,368 | -66.16% |
| GWM Advisors LLC | 1,021 | 586 | -435 | -42.61% |
| Citadel Advisors LLC | 20,090 | 12,237 | -7,853 | -39.09% |
| CX Institutional | 8,136 | 5,047 | -3,089 | -37.97% |
| Impact Partnership Wealth LLC | 75 | 50 | -25 | -33.33% |
| Tucker Asset Management LLC | 281 | 191 | -90 | -32.03% |
| Morgan Stanley | 255,821 | 174,175 | -81,646 | -31.92% |
| Flow Traders U.S. LLC | 15,774 | 11,538 | -4,236 | -26.85% |
| Global Retirement Partners LLC | 1,280 | 984 | -296 | -23.12% |
| Northwestern Mutual Wealth Management Co. | 891 | 742 | -149 | -16.72% |
| SPC Financial Inc. | 8,256 | 7,126 | -1,130 | -13.69% |
| MML Investors Services LLC | 11,107 | 9,760 | -1,347 | -12.13% |
| Apeiron RIA LLC | 6,599 | 5,830 | -769 | -11.65% |
| LPL Financial LLC | 43,627 | 39,020 | -4,607 | -10.56% |
| Cottonwood Capital Advisors LLC | 29,646 | 27,331 | -2,315 | -7.81% |
| Centaurus Financial Inc. | 2,789 | 2,611 | -178 | -6.38% |
| Bank of America Corp DE | 30,046 | 28,423 | -1,623 | -5.40% |
| FMR LLC | 1,644 | 1,562 | -82 | -4.99% |
| SFI Advisors LLC | 49,523 | 47,284 | -2,239 | -4.52% |
| Wells Fargo & Company MN | 55,518 | 53,051 | -2,467 | -4.44% |
| Fisher Asset Management LLC | 893,438 | 870,158 | -23,280 | -2.61% |
| Gradient Investments LLC | 327,762 | 319,682 | -8,080 | -2.47% |
| Truist Financial Corp | 42,454 | 41,428 | -1,026 | -2.42% |
| Corbyn Investment Management Inc. MD | 2,214 | 2,173 | -41 | -1.85% |
| UBS Group AG | 49,783 | 49,206 | -577 | -1.16% |
| McGuire Investment Group LLC | 34,527 | 34,422 | -105 | -0.30% |
| Great Diamond Partners LLC | 16,121 | 16,097 | -24 | -0.15% |
| 13F Filers Exiting IAI | ||||
| Ballast Advisors LLC | 241 | 0 | -241 | -100.00% |
| Orion Portfolio Solutions LLC | 7,000 | 0 | -7,000 | -100.00% |
| Gunderson Capital Management Inc. | 2,309 | 0 | -2,309 | -100.00% |
| Kozak & Associates Inc. | 40 | 0 | -40 | -100.00% |
| Venturi Wealth Management LLC | 26 | 0 | -26 | -100.00% |
| Ayalon Holdings Ltd. | 800 | 0 | -800 | -100.00% |
| Modera Wealth Management LLC | 137,247 | 0 | -137,247 | -100.00% |
| Cutler Group LP | 100 | 0 | -100 | -100.00% |
| HRT Financial LP | 2,264 | 0 | -2,264 | -100.00% |
| Susquehanna International Group LLP | 15,279 | 0 | -15,279 | -100.00% |
| GSA Capital Partners LLP | 2,975 | 0 | -2,975 | -100.00% |
| Private Trust Co. NA | 311 | 0 | -311 | -100.00% |
| Oppenheimer & Co. Inc. | 6,469 | 0 | -6,469 | -100.00% |
| SYM FINANCIAL Corp | 26 | 0 | -26 | -100.00% |
| Altfest L J & Co. Inc. | 11,690 | 0 | -11,690 | -100.00% |
See Summary: Institutional Holders of IAI
See Details: Top 10 Hedge Funds Holding IAI
