HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing KCE Share Count | ||||
| Global Retirement Partners LLC | 45 | 850 | +805 | +1788.89% |
| Raymond James & Associates | 5,386 | 16,386 | +11,000 | +204.23% |
| Blair William & Co. IL | 228 | 587 | +359 | +157.46% |
| UBS Group AG | 5,659 | 14,155 | +8,496 | +150.13% |
| LPL Financial LLC | 45,684 | 86,288 | +40,604 | +88.88% |
| Assetmark Inc. | 424,799 | 512,577 | +87,778 | +20.66% |
| Envestnet Asset Management Inc. | 23,538 | 26,746 | +3,208 | +13.63% |
| Larson Financial Group LLC | 240 | 269 | +29 | +12.08% |
| Royal Fund Management LLC | 18,008 | 19,877 | +1,869 | +10.38% |
| Csenge Advisory Group | 14,719 | 15,687 | +968 | +6.58% |
| Wealthfront Advisers LLC | 5,607 | 5,969 | +362 | +6.46% |
| Barometer Capital Management Inc. | 8,000 | 8,350 | +350 | +4.38% |
| Commonwealth Equity Services LLC | 5,742 | 5,928 | +186 | +3.24% |
| Accel Wealth Management | 10,489 | 10,633 | +144 | +1.37% |
| Baker Avenue Asset Management LP | 19,760 | 19,907 | +147 | +0.74% |
| MCF Advisors LLC | 169 | 170 | +1 | +0.59% |
| Parallel Advisors LLC | 263 | 264 | +1 | +0.38% |
| Private Advisor Group LLC | 5,334 | 5,338 | +4 | +0.07% |
| 13F Filers Reporting New Positions In KCE | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Oppenheimer & Co. Inc. | 0 | 7,914 | +7,914 | +100% |
| Hollencrest Capital Management | 0 | 5 | +5 | +100% |
| CIBC Private Wealth Group LLC | 0 | 1,317 | +1,317 | +100% |
| GSA Capital Partners LLP | 0 | 2,002 | +2,002 | +100% |
| Simplex Trading LLC | 0 | 99 | +99 | +100% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0 | 89,063 | +89,063 | +100% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0 | 30,937 | +30,937 | +100% |
| AMJ Financial Wealth Management | 0 | 2,890 | +2,890 | +100% |
| Sittner & Nelson LLC | 0 | 22 | +22 | +100% |
| Retireful LLC | 0 | 14,597 | +14,597 | +100% |
| DHK Financial Advisors Inc. | 0 | 9,925 | +9,925 | +100% |
| Peoples Bank KS | 0 | 95 | +95 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Brown Brothers Harriman & Co. | 488 | 488 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 1,973 | 1,973 | UNCH | 0.00% |
| City Holding Co. | 45 | 45 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 78 | 78 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 52 | 52 | UNCH | 0.00% |
| Spire Wealth Management | 113 | 113 | UNCH | 0.00% |
| MGB Wealth Management LLC | 1,097 | 1,097 | UNCH | 0.00% |
| 13F Filers Decreasing KCE Share Count | ||||
| JPMorgan Chase & Co. | 65 | 10 | -55 | -84.62% |
| Zimmermann Investment Management & Planning LLC | 42,357 | 16,696 | -25,661 | -60.58% |
| Cavalier Investments LLC | 58,428 | 26,328 | -32,100 | -54.94% |
| Susquehanna International Group LLP | 11,407 | 5,529 | -5,878 | -51.53% |
| Advisor Group Holdings Inc. | 65,336 | 41,677 | -23,659 | -36.21% |
| HF Advisory Group LLC | 4,767 | 3,116 | -1,651 | -34.63% |
| NBC Securities Inc. | 96 | 70 | -26 | -27.08% |
| FMR LLC | 1,259 | 922 | -337 | -26.77% |
| Beaumont Capital Management LLC | 5,187 | 4,825 | -362 | -6.98% |
| Money Concepts Capital Corp | 12,372 | 11,719 | -653 | -5.28% |
| Vicus Capital | 28,038 | 26,956 | -1,082 | -3.86% |
| RFP Financial Group LLC | 1,451 | 1,400 | -51 | -3.51% |
| Fisher Asset Management LLC | 232,018 | 227,348 | -4,670 | -2.01% |
| Cambridge Investment Research Advisors Inc. | 46,016 | 45,973 | -43 | -0.09% |
| 13F Filers Exiting KCE | ||||
| Envestnet Portfolio Solutions Inc. | 4,109 | 0 | -4,109 | -100.00% |
| Continuum Advisory LLC | 2,666 | 0 | -2,666 | -100.00% |
| Iron Horse Wealth Management LLC | 3 | 0 | -3 | -100.00% |
| Tennessee Valley Asset Management Partners | 154 | 0 | -154 | -100.00% |
| International Assets Investment Management LLC | 29,208 | 0 | -29,208 | -100.00% |
| O Dell Group LLC | 54 | 0 | -54 | -100.00% |
| Stratos Wealth Partners LTD. | 2,714 | 0 | -2,714 | -100.00% |
| Advisors Preferred LLC | 612 | 0 | -612 | -100.00% |
| Aveo Capital Partners LLC | 34,987 | 0 | -34,987 | -100.00% |
| Advisory Services Network LLC | 344 | 0 | -344 | -100.00% |
| Gradient Investments LLC | 191 | 0 | -191 | -100.00% |
| Cutler Group LP | 389 | 0 | -389 | -100.00% |
| Hanlon Investment Management Inc. | 2,401 | 0 | -2,401 | -100.00% |
| Raymond James Financial Services Advisors Inc. | 6,611 | 0 | -6,611 | -100.00% |
| IMC Chicago LLC | 11,408 | 0 | -11,408 | -100.00% |
| Bessemer Group Inc. | 63 | 0 | -63 | -100.00% |
| Wells Fargo & Company MN | 762 | 0 | -762 | -100.00% |
| Principal Securities Inc. | 251 | 0 | -251 | -100.00% |
See Summary: Institutional Holders of KCE
See Details: Top 10 Hedge Funds Holding KCE
