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IXG Holdings Changes image
This page summarizes the IXG holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether IXG 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).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing IXG Share Count
Bessemer Group Inc. 800 4,940 +4,140 +517.50%
Steward Partners Investment Advisory LLC 256 571 +315 +123.05%
Ameriprise Financial Inc. 14,031 27,064 +13,033 +92.89%
Raymond James & Associates 3,061 4,818 +1,757 +57.40%
HighTower Advisors LLC 3,311 4,823 +1,512 +45.67%
FMR LLC 376 477 +101 +26.86%
UBS Group AG 17,014 19,203 +2,189 +12.87%
MML Investors Services LLC 7,480 8,147 +667 +8.92%
Valeo Financial Advisors LLC 3,817 4,074 +257 +6.73%
National Bank of Canada FI 3,896 4,049 +153 +3.93%
Arete Wealth Advisors LLC 34,940 36,007 +1,067 +3.05%
Bank of America Corp DE 176,533 180,246 +3,713 +2.10%
Sandy Spring Bank 382 387 +5 +1.31%
Family Firm Inc. 5,453 5,517 +64 +1.17%
Rise Advisors LLC 341 345 +4 +1.17%
13F Filers Reporting New Positions In IXG
Proequities Inc. 0 0 UNCH 100%
ORG Partners LLC 0 0 UNCH 100%
Principal Securities Inc. 0 55 +55 +100%
NBT Bank N A NY 0 520 +520 +100%
Wilbanks Smith & Thomas Asset Management LLC 0 11,832 +11,832 +100%
Susquehanna International Group LLP 0 19,608 +19,608 +100%
Johnson Financial Group Inc. 0 128 +128 +100%
Simplex Trading LLC 0 32 +32 +100%
Creative Planning 0 2,703 +2,703 +100%
Advisory Services Network LLC 0 137 +137 +100%
Belvedere Trading LLC 0 4,589 +4,589 +100%
MPS Loria Financial Planners LLC 0 2,785 +2,785 +100%
Money Design Co. Ltd. 0 61,559 +61,559 +100%
First Command Advisory Services Inc. 0 189 +189 +100%
Sound Income Strategies LLC 0 481 +481 +100%
Tacita Capital Inc 0 101 +101 +100%
Coppell Advisory Solutions LLC 0 252 +252 +100%
Leo Wealth LLC 0 88,440 +88,440 +100%
SYSTM Wealth Solutions LLC 0 113 +113 +100%
Able Wealth Management LLC 0 40 +40 +100%
13F Filers With Unchanged Share Count
US Bancorp DE 142 142 UNCH 0.00%
M&T Bank Corp 24,300 24,300 UNCH 0.00%
Franklin Resources Inc. 360 360 UNCH 0.00%
The PNC Financial Services Group Inc. 45 45 UNCH 0.00%
Harbour Investments Inc. 979 979 UNCH 0.00%
Optimum Investment Advisors 100 100 UNCH 0.00%
Sentinel Trust Co. LBA 15,800 15,800 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 679 679 UNCH 0.00%
Greenwood Capital Associates LLC 4,264 4,264 UNCH 0.00%
Blue Bell Private Wealth Management LLC 15 15 UNCH 0.00%
BlackRock Inc. 990 990 UNCH 0.00%
Riggs Asset Managment Co. Inc. 233 233 UNCH 0.00%
Sunbelt Securities Inc. 997 997 UNCH 0.00%
Anchor Investment Management LLC 10 10 UNCH 0.00%
IFP Advisors Inc 33 33 UNCH 0.00%
Ayalon Holdings Ltd. 50,033 50,033 UNCH 0.00%
Edmond DE Rothschild Holding S.A. 438 438 UNCH 0.00%
Quadrant Capital Group LLC 1,355 1,355 UNCH 0.00%
Aptus Capital Advisors LLC 62 62 UNCH 0.00%
Mandatum Life Insurance Co Ltd 3,750 3,750 UNCH 0.00%
Phoenix Holdings Ltd. 366,476 366,476 UNCH 0.00%
AlphaCore Capital LLC 1 1 UNCH 0.00%
Front Row Advisors LLC 2,722 2,722 UNCH 0.00%
Mmbg Investment Advisors CO. 8,580 8,580 UNCH 0.00%
Salomon & Ludwin LLC 82,779 82,779 UNCH 0.00%
Lindbrook Capital LLC 1,213 1,213 UNCH 0.00%
Avion Wealth 151 151 UNCH 0.00%
Tsfg LLC 85 85 UNCH 0.00%
Concord Wealth Partners 237 237 UNCH 0.00%
Sunflower Bank N.A. 7,170 7,170 UNCH 0.00%
Cornerstone Planning Group LLC 53 53 UNCH 0.00%
Founders Financial Alliance LLC 389 389 UNCH 0.00%
Ronald Blue Trust Inc. 113 113 UNCH 0.00%
Tucker Asset Management LLC 97 97 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 4,700 4,700 UNCH 0.00%
City State Bank 1,525 1,525 UNCH 0.00%
Integrity Financial Corp WA 41 41 UNCH 0.00%
Impact Partnership Wealth LLC 132 132 UNCH 0.00%
13F Filers Decreasing IXG Share Count
Bank of Montreal Can 49,164 1,195 -47,969 -97.57%
WealthShield Partners LLC 446 16 -430 -96.41%
JPMorgan Chase & Co. 37 2 -35 -94.59%
Global Retirement Partners LLC 4,745 324 -4,421 -93.17%
Parallel Advisors LLC 258 27 -231 -89.53%
Spire Wealth Management 45,892 6,433 -39,459 -85.98%
Jane Street Group LLC 294,936 103,623 -191,313 -64.87%
ICICI Prudential Asset Management Co Ltd 24,314 9,060 -15,254 -62.74%
Wells Fargo & Company MN 23,563 8,861 -14,702 -62.39%
Fifth Third Bancorp 5,921 3,030 -2,891 -48.83%
Advisor Group Holdings Inc. 45,268 25,182 -20,086 -44.37%
Cetera Investment Advisers 4,745 2,965 -1,780 -37.51%
NBC Securities Inc. 176 116 -60 -34.09%
Client 1ST Advisory Group LLC 5,294 3,777 -1,517 -28.66%
Northwest Capital Management Inc 2,609 1,939 -670 -25.68%
Strategic Blueprint LLC 4,912 3,670 -1,242 -25.29%
Qube Research & Technologies Ltd 12,017 8,997 -3,020 -25.13%
Raymond James Financial Services Advisors Inc. 4,477 3,375 -1,102 -24.61%
McIlrath & Eck LLC 5,002 3,833 -1,169 -23.37%
Blair William & Co. IL 413 323 -90 -21.79%
Cetera Advisors LLC 3,746 2,973 -773 -20.64%
Cambridge Investment Research Advisors Inc. 6,546 5,244 -1,302 -19.89%
Janney Montgomery Scott LLC 7,973 6,392 -1,581 -19.83%
Royal Bank of Canada 27,158 21,843 -5,315 -19.57%
CWM LLC 3,424 2,878 -546 -15.95%
Commonwealth Equity Services LLC 7,432 6,417 -1,015 -13.66%
Private Advisor Group LLC 6,682 5,772 -910 -13.62%
Rosenberg Matthew Hamilton 1,697 1,470 -227 -13.38%
GWM Advisors LLC 1,158 1,006 -152 -13.13%
International Assets Investment Management LLC 5,258 4,578 -680 -12.93%
Farther Finance Advisors LLC 364 317 -47 -12.91%
Provence Wealth Management Group 303 266 -37 -12.21%
D.A. Davidson & CO. 6,672 5,883 -789 -11.83%
Scotia Capital Inc. 19,763 17,780 -1,983 -10.03%
AdvisorNet Financial Inc 449 406 -43 -9.58%
Tower Research Capital LLC TRC 69 63 -6 -8.70%
LPL Financial LLC 34,405 32,082 -2,323 -6.75%
Citigroup Inc. 2,239 2,102 -137 -6.12%
Snowden Capital Advisors LLC 9,134 8,644 -490 -5.36%
Fisher Asset Management LLC 5,996 5,709 -287 -4.79%
Creative Financial Designs Inc. ADV 252 242 -10 -3.97%
Envestnet Asset Management Inc. 25,299 24,327 -972 -3.84%
Richard Bernstein Advisors LLC 66,491 64,028 -2,463 -3.70%
Truist Financial Corp 4,441 4,309 -132 -2.97%
Ancora Advisors LLC 75 73 -2 -2.67%
Cedar Brook Financial Partners LLC 2,878 2,834 -44 -1.53%
Comerica Bank 1,770 1,765 -5 -0.28%
Morgan Stanley 378,981 378,688 -293 -0.08%
13F Filers Exiting IXG
Centurion Wealth Management LLC 42,050 0 -42,050 -100.00%
Liberty Wealth Management LLC 3,807 0 -3,807 -100.00%
Cary Street Partners Investment Advisory LLC 255 0 -255 -100.00%
TFO TDC LLC 25 0 -25 -100.00%
Advisors Preferred LLC 565 0 -565 -100.00%
OLD Mission Capital LLC 17,852 0 -17,852 -100.00%

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

IXG Holdings Changes | www.HoldingsChannel.com

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