HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IGHG Share Count | ||||
| Cary Street Partners Investment Advisory LLC | 29 | 9,391 | +9,362 | +32282.76% |
| Snowden Capital Advisors LLC | 3,860 | 12,760 | +8,900 | +230.57% |
| Citadel Advisors LLC | 5,705 | 12,942 | +7,237 | +126.85% |
| Jane Street Group LLC | 57,648 | 114,069 | +56,421 | +97.87% |
| GWM Advisors LLC | 537 | 1,025 | +488 | +90.88% |
| Ameriprise Financial Inc. | 8,275 | 14,010 | +5,735 | +69.31% |
| Bank of America Corp DE | 111,065 | 122,255 | +11,190 | +10.08% |
| Spire Wealth Management | 934 | 1,008 | +74 | +7.92% |
| Commonwealth Equity Services LLC | 15,413 | 16,464 | +1,051 | +6.82% |
| UBS Group AG | 71,768 | 75,281 | +3,513 | +4.89% |
| Capital Analysts LLC | 15,181 | 15,852 | +671 | +4.42% |
| J.W. Cole Advisors Inc. | 4,683 | 4,768 | +85 | +1.82% |
| TBH Global Asset Management LLC | 5,423 | 5,512 | +89 | +1.64% |
| IFP Advisors Inc | 221 | 224 | +3 | +1.36% |
| Waterloo Capital L.P. | 4,158 | 4,213 | +55 | +1.32% |
| Hyperion Partners LLC | 2,948 | 2,986 | +38 | +1.29% |
| LPL Financial LLC | 69,706 | 70,585 | +879 | +1.26% |
| Janney Montgomery Scott LLC | 6,647 | 6,650 | +3 | +0.05% |
| Capital Advisors Ltd. LLC | 20,378 | 20,386 | +8 | +0.04% |
| 13F Filers Reporting New Positions In IGHG | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 0 | 6,979 | +6,979 | +100% |
| Cetera Advisors LLC | 0 | 5,541 | +5,541 | +100% |
| Toroso Investments LLC | 0 | 27,764 | +27,764 | +100% |
| Resources Investment Advisors LLC. | 0 | 4,341 | +4,341 | +100% |
| International Assets Investment Management LLC | 0 | 14,094 | +14,094 | +100% |
| Tidemark LLC | 0 | 158 | +158 | +100% |
| Opinicus Capital Inc. | 0 | 4,868 | +4,868 | +100% |
| Prospect Financial Services LLC | 0 | 2,680 | +2,680 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 45 | 45 | UNCH | 0.00% |
| Optimum Investment Advisors | 1,134 | 1,134 | UNCH | 0.00% |
| Hollencrest Capital Management | 65 | 65 | UNCH | 0.00% |
| Private Trust Co. NA | 155 | 155 | UNCH | 0.00% |
| SFE Investment Counsel | 4,650 | 4,650 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 200 | 200 | UNCH | 0.00% |
| Patton Albertson Miller Group LLC | 3,925 | 3,925 | UNCH | 0.00% |
| Qube Research & Technologies Ltd | 1,185 | 1,185 | UNCH | 0.00% |
| Retirement Group LLC | 150 | 150 | UNCH | 0.00% |
| Red Wave Investments LLC | 5,075 | 5,075 | UNCH | 0.00% |
| 13F Filers Decreasing IGHG Share Count | ||||
| Susquehanna International Group LLP | 82,306 | 6,103 | -76,203 | -92.58% |
| Independence Bank of Kentucky | 750 | 200 | -550 | -73.33% |
| MML Investors Services LLC | 10,561 | 4,704 | -5,857 | -55.46% |
| Invenio Wealth Partners LLC | 19,685 | 10,763 | -8,922 | -45.32% |
| Fortress Wealth Management Inc. | 16,703 | 9,249 | -7,454 | -44.63% |
| Royal Bank of Canada | 19,160 | 11,405 | -7,755 | -40.47% |
| Cambridge Investment Research Advisors Inc. | 29,968 | 18,510 | -11,458 | -38.23% |
| Strategic Advocates LLC | 16,812 | 13,046 | -3,766 | -22.40% |
| Wells Fargo & Company MN | 201,242 | 161,733 | -39,509 | -19.63% |
| Advisor Group Holdings Inc. | 84,096 | 68,309 | -15,787 | -18.77% |
| TrinityPoint Wealth LLC | 12,410 | 10,162 | -2,248 | -18.11% |
| O ROURKE & COMPANY Inc | 16,439 | 14,143 | -2,296 | -13.97% |
| Bank of Montreal Can | 11 | 10 | -1 | -9.09% |
| Morgan Stanley | 733,318 | 697,069 | -36,249 | -4.94% |
| Mutual Advisors LLC | 15,762 | 15,200 | -562 | -3.57% |
| Capital Advantage Inc. | 807,786 | 780,532 | -27,254 | -3.37% |
| Stifel Financial Corp | 13,941 | 13,590 | -351 | -2.52% |
| Stephens Inc. AR | 47,685 | 46,835 | -850 | -1.78% |
| Commons Capital LLC | 2,774 | 2,733 | -41 | -1.48% |
| Comerica Bank | 3,117 | 3,085 | -32 | -1.03% |
| National Asset Management Inc. | 12,823 | 12,738 | -85 | -0.66% |
| 13F Filers Exiting IGHG | ||||
| DHJJ Financial Advisors Ltd. | 591 | 0 | -591 | -100.00% |
| Coastal Investment Advisors Inc. | 155 | 0 | -155 | -100.00% |
| GeoWealth Management LLC | 54,905 | 0 | -54,905 | -100.00% |
| Simplex Trading LLC | 947 | 0 | -947 | -100.00% |
| Envestnet Asset Management Inc. | 7,046 | 0 | -7,046 | -100.00% |
| Coldstream Capital Management Inc. | 4,772 | 0 | -4,772 | -100.00% |
See Summary: Institutional Holders of IGHG
See Details: Top 10 Hedge Funds Holding IGHG
