HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing INDY Share Count | ||||
| JPMorgan Chase & Co. | 137 | 8,356 | +8,219 | +5999.27% |
| Simplex Trading LLC | 286 | 2,240 | +1,954 | +683.22% |
| Qube Research & Technologies Ltd | 40 | 265 | +225 | +562.50% |
| Spire Wealth Management | 850 | 1,600 | +750 | +88.24% |
| IFP Advisors Inc | 17,627 | 32,084 | +14,457 | +82.02% |
| Webster Bank N. A. | 985 | 1,705 | +720 | +73.10% |
| Royal Bank of Canada | 31,645 | 53,447 | +21,802 | +68.90% |
| Kingsview Wealth Management LLC | 6,343 | 9,569 | +3,226 | +50.86% |
| CIBC World Markets Inc. | 23,492 | 35,267 | +11,775 | +50.12% |
| Cypress Capital Group | 70,839 | 106,224 | +35,385 | +49.95% |
| Raymond James & Associates | 9,095 | 12,010 | +2,915 | +32.05% |
| The PNC Financial Services Group Inc. | 1,293 | 1,493 | +200 | +15.47% |
| BlackRock Inc. | 1,181,217 | 1,351,173 | +169,956 | +14.39% |
| Morgan Stanley | 328,451 | 374,736 | +46,285 | +14.09% |
| Wells Fargo & Company MN | 131,183 | 149,596 | +18,413 | +14.04% |
| Creative Planning | 19,174 | 21,858 | +2,684 | +14.00% |
| Cambridge Investment Research Advisors Inc. | 4,590 | 5,050 | +460 | +10.02% |
| FMR LLC | 6,176 | 6,761 | +585 | +9.47% |
| Coastal Investment Advisors Inc. | 11,351 | 12,356 | +1,005 | +8.85% |
| Gateway Advisory LLC | 115,103 | 124,179 | +9,076 | +7.89% |
| LPL Financial LLC | 66,747 | 71,727 | +4,980 | +7.46% |
| Commonwealth Equity Services LLC | 13,057 | 13,723 | +666 | +5.10% |
| Parallel Advisors LLC | 2,901 | 3,001 | +100 | +3.45% |
| Kestra Advisory Services LLC | 4,709 | 4,865 | +156 | +3.31% |
| Envestnet Asset Management Inc. | 13,099 | 13,301 | +202 | +1.54% |
| Stifel Financial Corp | 41,655 | 42,180 | +525 | +1.26% |
| UBS Group AG | 105,579 | 106,287 | +708 | +0.67% |
| Benjamin F. Edwards & Company Inc. | 167 | 168 | +1 | +0.60% |
| MML Investors Services LLC | 23,224 | 23,313 | +89 | +0.38% |
| Signaturefd LLC | 4,154 | 4,164 | +10 | +0.24% |
| Pine Valley Investments Ltd Liability Co | 4,719 | 4,730 | +11 | +0.23% |
| Steward Partners Investment Advisory LLC | 610 | 611 | +1 | +0.16% |
| Brighton Jones LLC | 11,156 | 11,167 | +11 | +0.10% |
| 13F Filers Reporting New Positions In INDY | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 375 | +375 | +100% |
| SILVER OAK SECURITIES Inc | 0 | 27,031 | +27,031 | +100% |
| Flow Traders U.S. LLC | 0 | 14,874 | +14,874 | +100% |
| Cetera Advisor Networks LLC | 0 | 4,647 | +4,647 | +100% |
| Russell Investments Group Ltd. | 0 | 10,865 | +10,865 | +100% |
| Close Asset Management Ltd | 0 | 4,560 | +4,560 | +100% |
| Pasadena Private Wealth LLC | 0 | 56,037 | +56,037 | +100% |
| International Assets Investment Management LLC | 0 | 4,925 | +4,925 | +100% |
| NewEdge Wealth LLC | 0 | 5,071 | +5,071 | +100% |
| Atria Wealth Solutions Inc. | 0 | 25,901 | +25,901 | +100% |
| Unique Wealth Strategies LLC | 0 | 14,492 | +14,492 | +100% |
| BOCHK Asset Management Ltd | 0 | 7,200 | +7,200 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 470 | 470 | UNCH | 0.00% |
| Hazlett Burt & Watson Inc. | 190 | 190 | UNCH | 0.00% |
| Clearstead Advisors LLC | 8,982 | 8,982 | UNCH | 0.00% |
| OLD Second National Bank of Aurora | 600 | 600 | UNCH | 0.00% |
| Tompkins Financial Corp | 400 | 400 | UNCH | 0.00% |
| D.A. Davidson & CO. | 4,784 | 4,784 | UNCH | 0.00% |
| Rhumbline Advisers | 2,430 | 2,430 | UNCH | 0.00% |
| Northwestern Mutual Wealth Management Co. | 1,029 | 1,029 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 2,714 | 2,714 | UNCH | 0.00% |
| Private Trust Co. NA | 700 | 700 | UNCH | 0.00% |
| Colonial Trust Advisors | 135 | 135 | UNCH | 0.00% |
| State of Tennessee Treasury Department | 4,602,274 | 4,602,274 | UNCH | 0.00% |
| First Horizon Advisors Inc. | 870 | 870 | UNCH | 0.00% |
| Advisors Preferred LLC | 907 | 907 | UNCH | 0.00% |
| FinTrust Capital Advisors LLC | 180 | 180 | UNCH | 0.00% |
| StrategIQ Financial Group LLC | 15,270 | 15,270 | UNCH | 0.00% |
| Pacific Center for Financial Services | 166 | 166 | UNCH | 0.00% |
| Evoke Wealth LLC | 8,865 | 8,865 | UNCH | 0.00% |
| Viewpoint Capital Management LLC | 6,005 | 6,005 | UNCH | 0.00% |
| Icapital Wealth LLC | 5,000 | 5,000 | UNCH | 0.00% |
| 13F Filers Decreasing INDY Share Count | ||||
| Bank of Montreal Can | 8,531 | 165 | -8,366 | -98.07% |
| Jane Street Group LLC | 320,000 | 20,000 | -300,000 | -93.75% |
| Cyndeo Wealth Partners LLC | 58,476 | 11,465 | -47,011 | -80.39% |
| Bank of America Corp DE | 60,985 | 20,420 | -40,565 | -66.52% |
| Amundi | 119,800 | 47,200 | -72,600 | -60.60% |
| Rathbone Brothers plc | 9,830 | 5,270 | -4,560 | -46.39% |
| CWM LLC | 183 | 125 | -58 | -31.69% |
| Advisor Group Holdings Inc. | 13,821 | 10,321 | -3,500 | -25.32% |
| Comerica Bank | 1,754 | 1,347 | -407 | -23.20% |
| Migdal Insurance & Financial Holdings Ltd. | 16,300 | 13,400 | -2,900 | -17.79% |
| Banque Pictet & Cie SA | 32,730 | 30,000 | -2,730 | -8.34% |
| Artisan Partners Limited Partnership | 5,778 | 5,430 | -348 | -6.02% |
| Glenmede Trust Co. NA | 4,668 | 4,443 | -225 | -4.82% |
| Lazard Asset Management LLC | 19,862 | 19,365 | -497 | -2.50% |
| National Bank of Canada FI | 4,470 | 4,370 | -100 | -2.24% |
| Truist Financial Corp | 22,465 | 22,068 | -397 | -1.77% |
| AFG Fiduciary Services Limited Partnership | 11,722 | 11,522 | -200 | -1.71% |
| Schroder Investment Management Group | 36,012 | 35,592 | -420 | -1.17% |
| 13F Filers Exiting INDY | ||||
| Patriot Investment Management Inc. | 7,494 | 0 | -7,494 | -100.00% |
| BCJ Capital Management LLC | 12,788 | 0 | -12,788 | -100.00% |
| Global Retirement Partners LLC | 50 | 0 | -50 | -100.00% |
| Brookstone Capital Management | 4,856 | 0 | -4,856 | -100.00% |
| Modera Wealth Management LLC | 885,076 | 0 | -885,076 | -100.00% |
| Susquehanna International Group LLP | 9,272 | 0 | -9,272 | -100.00% |
| Janney Montgomery Scott LLC | 16,463 | 0 | -16,463 | -100.00% |
| Avantax Advisory Services Inc. | 7,254 | 0 | -7,254 | -100.00% |
| Millennium Management LLC | 4,919 | 0 | -4,919 | -100.00% |
| Toronto Dominion Bank | 3,693 | 0 | -3,693 | -100.00% |
| Oppenheimer & Co. Inc. | 4,621 | 0 | -4,621 | -100.00% |
| CENTRAL TRUST Co | 200 | 0 | -200 | -100.00% |
See Summary: Institutional Holders of INDY
See Details: Top 10 Hedge Funds Holding INDY
