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IBMJ Holdings Changes image
This page summarizes the IBMJ holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2020 period, comparing share count change from 3/31/2020 to 6/30/2020. Share count is compared over these two periods to provide an indication of whether IBMJ 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).
Filer3/31/2020
 Share Count 
6/30/2020
 Share Count 
Change% Change
13F Filers Increasing IBMJ Share Count
Princeton Global Asset Management LLC 4,446 6,744 +2,298 +51.69%
Mariner LLC 99,832 134,833 +35,001 +35.06%
Wrapmanager Inc. 14,707 18,996 +4,289 +29.16%
Leavell Investment Management Inc. 225,558 289,894 +64,336 +28.52%
Ameriprise Financial Inc. 26,881 34,398 +7,517 +27.96%
Bank of America Corp DE 462,346 575,185 +112,839 +24.41%
Brookstone Capital Management 8,005 9,889 +1,884 +23.54%
Fieldpoint Private Securities LLC 69,200 85,360 +16,160 +23.35%
Janney Montgomery Scott LLC 17,671 21,671 +4,000 +22.64%
Sigma Investment Counselors Inc. 8,835 10,685 +1,850 +20.94%
CENTRAL TRUST Co 17,100 20,400 +3,300 +19.30%
BlackRock Inc. 12,491 14,820 +2,329 +18.65%
Morgan Stanley 394,472 465,921 +71,449 +18.11%
Valmark Advisers Inc. 27,024 31,794 +4,770 +17.65%
Taylor Cottrill Erickson & Associates Inc. 10,795 12,695 +1,900 +17.60%
Legacy Private Trust Co. 102,260 119,760 +17,500 +17.11%
Wells Fargo & Company MN 367,420 429,576 +62,156 +16.92%
First National Corp MA ADV 24,632 28,680 +4,048 +16.43%
Sandy Spring Bank 16,050 18,245 +2,195 +13.68%
Advisor Group Holdings Inc. 36,450 41,432 +4,982 +13.67%
Brandywine Oak Private Wealth LLC 50,492 56,778 +6,286 +12.45%
Estate Counselors LLC 60,700 67,390 +6,690 +11.02%
GWM Advisors LLC 24,118 26,724 +2,606 +10.81%
Stonebridge Capital Advisors LLC 176,785 191,689 +14,904 +8.43%
Baird Financial Group Inc. 12,680 13,646 +966 +7.62%
US Bancorp DE 549,295 591,069 +41,774 +7.61%
Sonata Capital Group Inc. 44,535 47,800 +3,265 +7.33%
Commonwealth Equity Services LLC 73,704 78,962 +5,258 +7.13%
Northern Oak Wealth Management Inc. 18,290 19,530 +1,240 +6.78%
Integrated Wealth Concepts LLC 29,605 31,380 +1,775 +6.00%
Roof Eidam & Maycock ADV 38,425 40,510 +2,085 +5.43%
Royal Bank of Canada 81,350 85,326 +3,976 +4.89%
Regions Financial Corp 26,748 28,046 +1,298 +4.85%
Sentinel Pension Advisors Inc. 78,879 82,210 +3,331 +4.22%
ETF Portfolio Partners Inc. 23,973 24,933 +960 +4.00%
Guidance Point Advisors LLC 39,357 40,778 +1,421 +3.61%
HighTower Advisors LLC 215,587 219,676 +4,089 +1.90%
LPL Financial LLC 167,301 169,702 +2,401 +1.44%
Capital One Financial Corp 10,502 10,593 +91 +0.87%
Altium Wealth Management LLC 38,580 38,736 +156 +0.40%
Valley National Advisers Inc. 1,024 1,028 +4 +0.39%
Vista Private Wealth Partners. LLC 13,741 13,790 +49 +0.36%
MCF Advisors LLC 23,947 24,018 +71 +0.30%
Covington Investment Advisors Inc. 36,386 36,466 +80 +0.22%
Ausdal Financial Partners Inc. 18,157 18,195 +38 +0.21%
Ferris Capital LLC 67,649 67,719 +70 +0.10%
Cedar Brook Financial Partners LLC 25,500 25,522 +22 +0.09%
Mercer Global Advisors Inc. ADV 53,481 53,499 +18 +0.03%
13F Filers Reporting New Positions In IBMJ
IFP Advisors Inc 0 0 UNCH 100%
Gofen & Glossberg LLC IL 0 20,900 +20,900 +100%
Blair William & Co. IL 0 1,200 +1,200 +100%
Cliftonlarsonallen Wealth Advisors LLC 0 167,059 +167,059 +100%
D.A. Davidson & CO. 0 14,479 +14,479 +100%
Archford Capital Strategies LLC 0 8,980 +8,980 +100%
Wealthquest Corp 0 129,888 +129,888 +100%
Resources Investment Advisors LLC. 0 7,735 +7,735 +100%
Ellis Investment Partners LLC 0 501 +501 +100%
Patriot Investment Management Inc. 0 1,945 +1,945 +100%
Praetorian Wealth Management Inc. 0 84,114 +84,114 +100%
Rockbridge Investment Management LCC 0 970 +970 +100%
13F Filers With Unchanged Share Count
JPMorgan Chase & Co. 12,624 12,624 UNCH 0.00%
King Luther Capital Management Corp 11,848 11,848 UNCH 0.00%
Stifel Financial Corp 53,649 53,649 UNCH 0.00%
Honkamp Krueger Financial Services Inc. 49,449 49,449 UNCH 0.00%
Ameritas Investment Partners Inc. 9,035 9,035 UNCH 0.00%
Peloton Wealth Strategists 9,000 9,000 UNCH 0.00%
Whittier Trust Co. of Nevada Inc. 1,033 1,033 UNCH 0.00%
AMG National Trust Bank 42,668 42,668 UNCH 0.00%
Lee Financial Co 10,221 10,221 UNCH 0.00%
Capital Directions Investment Advisors LLC 39,752 39,752 UNCH 0.00%
Donaldson Capital Management LLC 16,708 16,708 UNCH 0.00%
Captrust Financial Advisors 7,002 7,002 UNCH 0.00%
Autus Asset Management LLC 11,500 11,500 UNCH 0.00%
CWM LLC 390 390 UNCH 0.00%
Capital Asset Advisory Services LLC 976 976 UNCH 0.00%
Parallel Advisors LLC 902 902 UNCH 0.00%
Flagship Harbor Advisors LLC 764 764 UNCH 0.00%
Bridgeworth LLC 8,425 8,425 UNCH 0.00%
Managed Account Services Inc. 17,398 17,398 UNCH 0.00%
New Capital Management LP 1,012 1,012 UNCH 0.00%
Flaharty Asset Management LLC 20,090 20,090 UNCH 0.00%
Personal Resources Investment & Strategic Management Inc. 13,544 13,544 UNCH 0.00%
Steward Partners Investment Advisory LLC 2,617 2,617 UNCH 0.00%
Tlwm 7,923 7,923 UNCH 0.00%
Laurel Wealth Advisors LLC 2,400 2,400 UNCH 0.00%
SlateStone Wealth LLC 21,914 21,914 UNCH 0.00%
Coastal Capital Group Inc. 392 392 UNCH 0.00%
Weaver Consulting Group 4,900 4,900 UNCH 0.00%
Kathmere Capital Management LLC 23,299 23,299 UNCH 0.00%
BCS Wealth Management 14,489 14,489 UNCH 0.00%
Emerald Advisors LLC 10,000 10,000 UNCH 0.00%
Orion Portfolio Solutions LLC 7,735 7,735 UNCH 0.00%
13F Filers Decreasing IBMJ Share Count
Susquehanna International Group LLP 215,165 22,249 -192,916 -89.66%
Procyon Private Wealth Partners LLC 1,914 397 -1,517 -79.26%
Jane Street Group LLC 580,472 148,114 -432,358 -74.48%
Citadel Advisors LLC 106,683 61,480 -45,203 -42.37%
UBS Group AG 471,128 365,281 -105,847 -22.47%
Royal Harbor Partners LLC 19,274 15,613 -3,661 -18.99%
Asset Dedication LLC 18,327 15,074 -3,253 -17.75%
Envestnet Asset Management Inc. 272,313 226,149 -46,164 -16.95%
Lincoln National Corp 34,715 29,706 -5,009 -14.43%
Gateway Advisory LLC 232,987 200,236 -32,751 -14.06%
Raymond James & Associates 75,951 66,820 -9,131 -12.02%
Raymond James Financial Services Advisors Inc. 224,918 202,908 -22,010 -9.79%
Northwestern Mutual Wealth Management Co. 182,694 165,183 -17,511 -9.58%
United Capital Financial Advisers LLC 195,012 180,755 -14,257 -7.31%
Private Advisor Group LLC 165,874 155,108 -10,766 -6.49%
Wilbanks Smith & Thomas Asset Management LLC 23,919 23,110 -809 -3.38%
DAVENPORT & Co LLC 25,450 25,350 -100 -0.39%
Carnegie Capital Asset Management LLC 73,018 72,753 -265 -0.36%
Paulson Wealth Management Inc. 56,011 55,827 -184 -0.33%
Vigilant Capital Management LLC 3,000 2,995 -5 -0.17%
Cambridge Investment Research Advisors Inc. 31,823 31,792 -31 -0.10%
Beacon Pointe Advisors LLC 86,769 86,732 -37 -0.04%
Stratos Wealth Partners LTD. 12,926 12,925 -1 -0.01%
13F Filers Exiting IBMJ
Wealth Quarterback LLC 690 0 -690 -100.00%
LifeSteps Financial Inc. 62,818 0 -62,818 -100.00%
Single Point Partners LLC 10,062 0 -10,062 -100.00%
MBE Wealth Management LLC 1,400 0 -1,400 -100.00%
Fusion Family Wealth LLC 102 0 -102 -100.00%
FinTrust Capital Advisors LLC 6,472 0 -6,472 -100.00%
Advisory Services Network LLC 6,001 0 -6,001 -100.00%
EP Wealth Advisors LLC 76,649 0 -76,649 -100.00%
Flow Traders U.S. LLC 14,291 0 -14,291 -100.00%
AdvisorNet Financial Inc 395 0 -395 -100.00%
Trust Co. of Virginia VA 10,600 0 -10,600 -100.00%
Ameritas Investment Company LLC 2,156 0 -2,156 -100.00%
Proequities Inc. 82 0 -82 -100.00%
FMR LLC 357 0 -357 -100.00%

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

IBMJ Holdings Changes | www.HoldingsChannel.com

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