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IESC Holdings Changes image
This page summarizes the IESC 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 IESC 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 IESC Share Count
CWM LLC 1 165 +164 +16400.00%
Allspring Global Investments Holdings LLC 31 1,794 +1,763 +5687.10%
Assenagon Asset Management S.A. 19,745 79,388 +59,643 +302.07%
Peterson Wealth Services 2,755 6,937 +4,182 +151.80%
BNP Paribas Arbitrage SA 15,814 20,727 +4,913 +31.07%
Victory Capital Management Inc. 4,496 4,841 +345 +7.67%
Janney Montgomery Scott LLC 26,428 27,592 +1,164 +4.40%
GAMMA Investing LLC 165 172 +7 +4.24%
13F Filers Reporting New Positions In IESC
Proequities Inc. 0 0 UNCH 100%
Nisa Investment Advisors LLC 0 9 +9 +100%
Principal Financial Group Inc. 0 4,148 +4,148 +100%
GSA Capital Partners LLP 0 4,343 +4,343 +100%
Convergence Investment Partners LLC 0 3,309 +3,309 +100%
Raymond James Financial Services Advisors Inc. 0 13,909 +13,909 +100%
Simplex Trading LLC 0 5,960 +5,960 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 7 +7 +100%
Sunbelt Securities Inc. 0 395 +395 +100%
Farmers & Merchants Trust Co of Chambersburg PA 0 51 +51 +100%
Ritholtz Wealth Management 0 2,816 +2,816 +100%
TFC Financial Management 0 1 +1 +100%
Ellsworth Advisors LLC 0 5,655 +5,655 +100%
Spire Wealth Management 0 80 +80 +100%
Andina Capital Management LLC 0 4,451 +4,451 +100%
Mendota Financial Group LLC 0 1,828 +1,828 +100%
13F Filers With Unchanged Share Count
New York State Teachers Retirement System 717 717 UNCH 0.00%
Denali Advisors LLC 2,600 2,600 UNCH 0.00%
Yorktown Management & Research Co Inc 5,400 5,400 UNCH 0.00%
Carmichael Hill & Associates Inc. 1,400 1,400 UNCH 0.00%
13F Filers Decreasing IESC Share Count
Amalgamated Bank 1,184 274 -910 -76.86%
Legato Capital Management LLC 95,240 76,980 -18,260 -19.17%
Coombe Bender & Co LLC 62,647 56,077 -6,570 -10.49%
Bank of New York Mellon Corp 38,745 35,037 -3,708 -9.57%
Bourgeon Capital Management LLC 5,418 4,918 -500 -9.23%
13F Filers Exiting IESC
Newbridge Financial Services Group Inc. 45 0 -45 -100.00%
Exchange Traded Concepts LLC 4,667 0 -4,667 -100.00%

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

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