HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IXP Share Count | ||||
| JPMorgan Chase & Co. | 33 | 1,062 | +1,029 | +3118.18% |
| Susquehanna International Group LLP | 5,598 | 33,060 | +27,462 | +490.57% |
| Baystate Wealth Management LLC | 209 | 491 | +282 | +134.93% |
| Bank of America Corp DE | 31,510 | 47,945 | +16,435 | +52.16% |
| Credit Suisse AG | 10,512 | 15,062 | +4,550 | +43.28% |
| Sunbelt Securities Inc. | 1,269 | 1,772 | +503 | +39.64% |
| Green Harvest Asset Management LLC | 138,746 | 188,607 | +49,861 | +35.94% |
| Gladstone Institutional Advisory LLC | 6,391 | 8,172 | +1,781 | +27.87% |
| AE Wealth Management LLC | 40,494 | 50,578 | +10,084 | +24.90% |
| Retirement Group LLC | 538 | 669 | +131 | +24.35% |
| Money Design Co. Ltd. | 44,070 | 53,272 | +9,202 | +20.88% |
| One Charles Private Wealth Services LLC | 3,325 | 3,848 | +523 | +15.73% |
| Janney Montgomery Scott LLC | 6,251 | 7,159 | +908 | +14.53% |
| Creative Financial Designs Inc. ADV | 2,005 | 2,261 | +256 | +12.77% |
| Cerity Partners LLC | 23,890 | 26,017 | +2,127 | +8.90% |
| Envestnet Asset Management Inc. | 7,963 | 8,406 | +443 | +5.56% |
| BlackRock Inc. | 76,091 | 79,282 | +3,191 | +4.19% |
| Bessemer Group Inc. | 6,212 | 6,447 | +235 | +3.78% |
| Raymond James & Associates | 5,017 | 5,161 | +144 | +2.87% |
| Morgan Stanley | 126,532 | 129,443 | +2,911 | +2.30% |
| HC Advisors LLC | 28,115 | 28,725 | +610 | +2.17% |
| Wells Fargo & Company MN | 46,886 | 47,399 | +513 | +1.09% |
| West Branch Capital LLC | 105 | 106 | +1 | +0.95% |
| Corrado Advisors LLC | 32,578 | 32,762 | +184 | +0.56% |
| North Star Investment Management Corp. | 1,195 | 1,198 | +3 | +0.25% |
| 13F Filers Reporting New Positions In IXP | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 0 | UNCH | 100% |
| Wilbanks Smith & Thomas Asset Management LLC | 0 | 18,404 | +18,404 | +100% |
| Citadel Advisors LLC | 0 | 9,029 | +9,029 | +100% |
| Advisory Services Network LLC | 0 | 1,894 | +1,894 | +100% |
| RFG Advisory LLC | 0 | 15,870 | +15,870 | +100% |
| CVA Family Office LLC | 0 | 1,950 | +1,950 | +100% |
| International Assets Investment Management LLC | 0 | 9,778 | +9,778 | +100% |
| Cape Investment Advisory Inc. | 0 | 200 | +200 | +100% |
| Pathstone Holdings LLC | 0 | 4,444 | +4,444 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 416 | 416 | UNCH | 0.00% |
| Citigroup Inc. | 597 | 597 | UNCH | 0.00% |
| Comerica Bank | 463 | 463 | UNCH | 0.00% |
| Blair William & Co. IL | 380 | 380 | UNCH | 0.00% |
| National Bank of Canada FI | 1,893 | 1,893 | UNCH | 0.00% |
| Financial Counselors Inc. | 6,250 | 6,250 | UNCH | 0.00% |
| Tompkins Financial Corp | 400 | 400 | UNCH | 0.00% |
| Cambridge Trust Co. | 379 | 379 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 30 | 30 | UNCH | 0.00% |
| First Horizon Advisors Inc. | 78 | 78 | UNCH | 0.00% |
| Parallel Advisors LLC | 620 | 620 | UNCH | 0.00% |
| Front Row Advisors LLC | 858 | 858 | UNCH | 0.00% |
| Global Retirement Partners LLC | 114 | 114 | UNCH | 0.00% |
| Semmax Financial Advisors Inc. | 12 | 12 | UNCH | 0.00% |
| Pacifica Partners Inc. | 70 | 70 | UNCH | 0.00% |
| Laidlaw Wealth Management LLC | 15,670 | 15,670 | UNCH | 0.00% |
| Bellevue Asset Management LLC | 44 | 44 | UNCH | 0.00% |
| Archer Investment Corp | 56 | 56 | UNCH | 0.00% |
| Spire Wealth Management | 175 | 175 | UNCH | 0.00% |
| Bradley & Co. Private Wealth Management LLC | 350 | 350 | UNCH | 0.00% |
| New Millennium Group LLC | 11 | 11 | UNCH | 0.00% |
| Raleigh Capital Management Inc. | 1 | 1 | UNCH | 0.00% |
| Beacon Capital Management LLC | 18 | 18 | UNCH | 0.00% |
| 13F Filers Decreasing IXP Share Count | ||||
| Bank of Montreal Can | 56,711 | 589 | -56,122 | -98.96% |
| Jane Street Group LLC | 277,031 | 60,665 | -216,366 | -78.10% |
| FMR LLC | 136 | 49 | -87 | -63.97% |
| Northwestern Mutual Wealth Management Co. | 58,873 | 23,822 | -35,051 | -59.54% |
| Fifth Third Bancorp | 2,217 | 1,108 | -1,109 | -50.02% |
| Royal Bank of Canada | 10,646 | 5,440 | -5,206 | -48.90% |
| Advisor Group Holdings Inc. | 5,324 | 2,980 | -2,344 | -44.03% |
| Raymond James Financial Services Advisors Inc. | 17,174 | 12,700 | -4,474 | -26.05% |
| Integrated Wealth Concepts LLC | 9,309 | 7,857 | -1,452 | -15.60% |
| Family Firm Inc. | 7,990 | 6,909 | -1,081 | -13.53% |
| Journey Strategic Wealth LLC | 27,929 | 24,224 | -3,705 | -13.27% |
| UBS Group AG | 30,094 | 26,194 | -3,900 | -12.96% |
| Pictet Asset Management Holding SA | 259,600 | 228,700 | -30,900 | -11.90% |
| US Bancorp DE | 5,792 | 5,334 | -458 | -7.91% |
| Destination Wealth Management | 101,601 | 96,196 | -5,405 | -5.32% |
| Commonwealth Equity Services LLC | 3,165 | 3,039 | -126 | -3.98% |
| MML Investors Services LLC | 8,340 | 8,049 | -291 | -3.49% |
| CI Private Wealth LLC | 69,434 | 67,117 | -2,317 | -3.34% |
| MAI Capital Management | 7,258 | 7,039 | -219 | -3.02% |
| LPL Financial LLC | 35,140 | 34,179 | -961 | -2.73% |
| Slow Capital Inc. | 51,317 | 50,048 | -1,269 | -2.47% |
| Rockland Trust Co. | 46,572 | 45,424 | -1,148 | -2.47% |
| Avantax Advisory Services Inc. | 21,964 | 21,427 | -537 | -2.44% |
| Thrivent Financial for Lutherans | 17,125 | 16,723 | -402 | -2.35% |
| Summit X LLC | 5,844 | 5,741 | -103 | -1.76% |
| Meridian Investment Counsel Inc. | 7,119 | 7,100 | -19 | -0.27% |
| 13F Filers Exiting IXP | ||||
| Angeles Wealth Management LLC | 236 | 0 | -236 | -100.00% |
| Per Stirling Capital Management LLC. | 10,354 | 0 | -10,354 | -100.00% |
| Modera Wealth Management LLC | 819,833 | 0 | -819,833 | -100.00% |
| Flow Traders U.S. LLC | 8,662 | 0 | -8,662 | -100.00% |
| Baker Avenue Asset Management LP | 603 | 0 | -603 | -100.00% |
| Deutsche Bank AG | 22 | 0 | -22 | -100.00% |
| Ameriprise Financial Inc. | 3,106 | 0 | -3,106 | -100.00% |
See Summary: Institutional Holders of IXP
See Details: Top 10 Hedge Funds Holding IXP
