This page summarizes the KB 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 KB 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).
Filer 12/31/2023 3/31/2024 Change % Change 13F Filers Increasing KB Share Count
Hexagon Capital Partners LLC 76
368
+ 292 + 384.21%
GAMMA Investing LLC 348
689
+ 341 + 97.99%
Ballentine Partners LLC 16,389
20,627
+ 4,238 + 25.86%
Aprio Wealth Management LLC 5,187
6,216
+ 1,029 + 19.84%
JJJ Advisors Inc. 331
385
+ 54 + 16.31%
Atlas Capital Advisors LLC 10,117
11,219
+ 1,102 + 10.89%
CWM LLC 2,409
2,587
+ 178 + 7.39%
DGS Capital Management LLC 22,181
23,422
+ 1,241 + 5.59%
Gilman Hill Asset Management LLC 72,881
76,014
+ 3,133 + 4.30%
Allspring Global Investments Holdings LLC 2,490
2,570
+ 80 + 3.21%
Trinity Street Asset Management LLP 2,151,024
2,196,201
+ 45,177 + 2.10%
13F Filers Reporting New Positions In KB
First Financialcorp IN 0
64
+ 64 + 100%
Confluence Investment Management LLC 0
5,515
+ 5,515 + 100%
Mather Group LLC. 0
7
+ 7 + 100%
First Affirmative Financial Network 0
4,018
+ 4,018 + 100%
Rise Advisors LLC 0
381
+ 381 + 100%
Congress Wealth Management LLC DE 0
4,753
+ 4,753 + 100%
13F Filers With Unchanged Share Count
AdvisorNet Financial Inc 96
96
UNCH 0.00%
ARGA Investment Management LP 18,843
18,843
UNCH 0.00%
Park Place Capital Corp 484
484
UNCH 0.00%
Arlington Trust Co LLC 112
112
UNCH 0.00%
13F Filers Decreasing KB Share Count
Deltec Asset Management LLC 48,600
41,400
- 7,200 - 14.81%
See Summary: Institutional Holders of KB Top 10 Hedge Funds Holding KB
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