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JUCY Holdings Changes image
This page summarizes the JUCY holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether JUCY 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing JUCY Share Count
Susquehanna International Group LLP 22,423 172,992 +150,569 +671.49%
Advisor Group Holdings Inc. 735 3,342 +2,607 +354.69%
Cyndeo Wealth Partners LLC 19,630 36,870 +17,240 +87.82%
LPL Financial LLC 79,352 122,061 +42,709 +53.82%
Envestnet Asset Management Inc. 428,890 549,299 +120,409 +28.07%
MBE Wealth Management LLC 49,142 61,215 +12,073 +24.57%
Signal Advisors Wealth LLC 76,974 94,720 +17,746 +23.05%
One One Wealth Management LLC 98,541 113,441 +14,900 +15.12%
Sugarloaf Wealth Management LLC 1,466,896 1,574,394 +107,498 +7.33%
13F Filers Reporting New Positions In JUCY
Proequities Inc. 0 0 UNCH 100%
UBS Group AG 0 193 +193 +100%
Sunburst Financial Group LLC 0 288,020 +288,020 +100%
Orion Portfolio Solutions LLC 0 20,220 +20,220 +100%
Raleigh Capital Management Inc. 0 2,055 +2,055 +100%
Atria Wealth Solutions Inc. 0 9,448 +9,448 +100%
Park Place Capital Corp 0 81,236 +81,236 +100%
13F Filers Decreasing JUCY Share Count
Global Retirement Partners LLC 4,056 347 -3,709 -91.44%
TrueWealth Advisors LLC 288,819 154,668 -134,151 -46.45%
Advisory Services Network LLC 302,737 171,243 -131,494 -43.44%
Atomi Financial Group Inc. 19,371 14,665 -4,706 -24.29%
Advisor Resource Council 34,830 30,844 -3,986 -11.44%
Stratos Wealth Advisors LLC 105,934 94,659 -11,275 -10.64%
SILVER OAK SECURITIES Inc 148,747 139,325 -9,422 -6.33%
First Heartland Consultants Inc. 593,131 559,980 -33,151 -5.59%
13F Filers Exiting JUCY
ORG Partners LLC 436,875 0 -436,875 -100.00%
Precision Wealth Strategies LLC 221,171 0 -221,171 -100.00%
Simplex Trading LLC 100 0 -100 -100.00%
Cambridge Investment Research Advisors Inc. 9,136 0 -9,136 -100.00%

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

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