HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing INDA Share Count | ||||
| Banque Cantonale Vaudoise | 27,611 | 56,882 | +29,271 | +106.01% |
| Vaughan Nelson Investment Management L.P. | 73 | 128 | +55 | +75.34% |
| Allspring Global Investments Holdings LLC | 297,750 | 472,750 | +175,000 | +58.77% |
| Wealth Enhancement Advisory Services LLC | 15,370 | 23,946 | +8,576 | +55.80% |
| CWM LLC | 764 | 1,137 | +373 | +48.82% |
| Global Trust Asset Management LLC | 127 | 187 | +60 | +47.24% |
| All Season Financial Advisors Inc. | 46,838 | 67,732 | +20,894 | +44.61% |
| Boltwood Capital Management | 7,900 | 11,125 | +3,225 | +40.82% |
| Atticus Wealth Management LLC | 2,286 | 3,003 | +717 | +31.36% |
| Register Financial Advisors LLC | 1,324 | 1,652 | +328 | +24.77% |
| Stratos Wealth Partners LTD. | 4,700 | 5,825 | +1,125 | +23.94% |
| OneAscent Financial Services LLC | 6,935 | 8,503 | +1,568 | +22.61% |
| Heartwood Wealth Advisors LLC | 8,684 | 10,177 | +1,493 | +17.19% |
| Ameliora Wealth Management Ltd. | 34,422 | 39,186 | +4,764 | +13.84% |
| Advance Capital Management Inc. | 4,798 | 5,231 | +433 | +9.02% |
| Brookstone Capital Management | 21,193 | 22,749 | +1,556 | +7.34% |
| Chesley Taft & Associates LLC | 36,131 | 38,486 | +2,355 | +6.52% |
| Keel Point LLC | 23,528 | 23,568 | +40 | +0.17% |
| 13F Filers Reporting New Positions In INDA | ||||
| Signature Securities Group Corporation | 0 | 11,151 | +11,151 | +100% |
| Atlas Capital Advisors LLC | 0 | 53 | +53 | +100% |
| Mechanics Bank Trust Department | 0 | 22,559 | +22,559 | +100% |
| Capital Advisors Ltd. LLC | 0 | 1,000 | +1,000 | +100% |
| Arbor Trust Wealth Advisors LLC | 0 | 22,384 | +22,384 | +100% |
| Investment Research & Advisory Group Inc. | 0 | 15 | +15 | +100% |
| Rise Advisors LLC | 0 | 50 | +50 | +100% |
| Piscataqua Savings Bank | 0 | 50 | +50 | +100% |
| Capstone Wealth Management Group LLC | 0 | 26,035 | +26,035 | +100% |
| Wallace Advisory Group LLC | 0 | 22,472 | +22,472 | +100% |
| Global Assets Advisory LLC | 0 | 46,290 | +46,290 | +100% |
| Dixon Mitchell Investment Counsel Inc. | 0 | 1,100 | +1,100 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First Hawaiian Bank | 17,912 | 17,912 | UNCH | 0.00% |
| Factory Mutual Insurance Co. | 338,100 | 338,100 | UNCH | 0.00% |
| Investment Partners LTD. | 7,087 | 7,087 | UNCH | 0.00% |
| First National Bank Sioux Falls | 8,638 | 8,638 | UNCH | 0.00% |
| Webster Bank N. A. | 1,180 | 1,180 | UNCH | 0.00% |
| Chatham Capital Group Inc. | 6,975 | 6,975 | UNCH | 0.00% |
| Deltec Asset Management LLC | 15,800 | 15,800 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 2,900 | 2,900 | UNCH | 0.00% |
| Meditor Group Ltd | 59,400 | 59,400 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 33 | 33 | UNCH | 0.00% |
| Asset Dedication LLC | 317 | 317 | UNCH | 0.00% |
| Carolina Wealth Advisors LLC | 100 | 100 | UNCH | 0.00% |
| Prosperity Planning Inc. | 5,858 | 5,858 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 37 | 37 | UNCH | 0.00% |
| Alliance Wealth Advisors LLC | 8,600 | 8,600 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 80 | 80 | UNCH | 0.00% |
| Stephens Consulting LLC | 58 | 58 | UNCH | 0.00% |
| Leibman Financial Services Inc. | 8,543 | 8,543 | UNCH | 0.00% |
| 13F Filers Decreasing INDA Share Count | ||||
| Portside Wealth Group LLC | 31,948 | 18,202 | -13,746 | -43.03% |
| Sunbelt Securities Inc. | 14,626 | 8,747 | -5,879 | -40.20% |
| Miracle Mile Advisors LLC | 88,422 | 63,946 | -24,476 | -27.68% |
| Mather Group LLC. | 6,625 | 5,594 | -1,031 | -15.56% |
| Nikulski Financial Inc. | 6,289 | 5,639 | -650 | -10.34% |
| Perpetual Ltd | 290,399 | 260,676 | -29,723 | -10.24% |
| Financial Enhancement Group LLC | 19,385 | 17,906 | -1,479 | -7.63% |
| Calton & Associates Inc. | 26,682 | 25,263 | -1,419 | -5.32% |
| Founders Financial Securities LLC | 49,211 | 47,238 | -1,973 | -4.01% |
| Stratos Wealth Advisors LLC | 65,884 | 63,383 | -2,501 | -3.80% |
| Cumberland Advisors Inc. | 41,685 | 40,935 | -750 | -1.80% |
| Peak Financial Advisors LLC | 121,748 | 120,985 | -763 | -0.63% |
| 13F Filers Exiting INDA | ||||
| BKM Wealth Management LLC | 258 | 0 | -258 | -100.00% |
| Arlington Trust Co LLC | 1,399 | 0 | -1,399 | -100.00% |
| IAM Advisory LLC | 5,234 | 0 | -5,234 | -100.00% |
| International Assets Investment Management LLC | 46,272 | 0 | -46,272 | -100.00% |
| Integrated Investment Consultants LLC | 15,781 | 0 | -15,781 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 11 | 0 | -11 | -100.00% |
See Summary: Institutional Holders of INDA
See Details: Top 10 Hedge Funds Holding INDA
