HoldingsChannel.com
KRT Holdings Changes image
This page summarizes the KRT 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 KRT 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 KRT Share Count
Nelson Van Denburg & Campbell Wealth Management Group LLC 127 201 +74 +58.27%
Dimensional Fund Advisors LP 81,494 118,076 +36,582 +44.89%
Ritholtz Wealth Management 17,887 25,265 +7,378 +41.25%
Allworth Financial LP 48 57 +9 +18.75%
Huntington National Bank 59 69 +10 +16.95%
GSA Capital Partners LLP 12,125 13,806 +1,681 +13.86%
Acadian Asset Management LLC 234,525 261,895 +27,370 +11.67%
Wells Fargo & Company MN 2,749 3,022 +273 +9.93%
Janney Montgomery Scott LLC 24,348 26,444 +2,096 +8.61%
Rhumbline Advisers 8,198 8,816 +618 +7.54%
Ellsworth Advisors LLC 17,901 19,066 +1,165 +6.51%
Advisor Group Holdings Inc. 189 200 +11 +5.82%
LPL Financial LLC 33,464 35,159 +1,695 +5.07%
Rice Hall James & Associates LLC 79,210 83,206 +3,996 +5.04%
BlackRock Inc. 353,080 363,357 +10,277 +2.91%
Bank of New York Mellon Corp 162,853 165,902 +3,049 +1.87%
Copeland Capital Management LLC 1,261 1,273 +12 +0.95%
Citigroup Inc. 1,139 1,149 +10 +0.88%
Vanguard Group Inc. 345,874 348,678 +2,804 +0.81%
New York State Common Retirement Fund 3,097 3,101 +4 +0.13%
13F Filers Reporting New Positions In KRT
Proequities Inc. 0 0 UNCH 100%
Covestor Ltd 0 33 +33 +100%
SG Americas Securities LLC 0 4,004 +4,004 +100%
CWM LLC 0 367 +367 +100%
De Lisle Partners LLP 0 149,143 +149,143 +100%
13F Filers With Unchanged Share Count
New York State Teachers Retirement System 608 608 UNCH 0.00%
Bailard Inc. 13,443 13,443 UNCH 0.00%
Meeder Asset Management Inc. 525 525 UNCH 0.00%
Charles Schwab Investment Management Inc. 18,667 18,667 UNCH 0.00%
Nisa Investment Advisors LLC 600 600 UNCH 0.00%
Seizert Capital Partners LLC 11,814 11,814 UNCH 0.00%
Financial Management Professionals Inc. 1,562 1,562 UNCH 0.00%
Lindbrook Capital LLC 62 62 UNCH 0.00%
13F Filers Decreasing KRT Share Count
Amalgamated Bank 774 158 -616 -79.59%
Kornitzer Capital Management Inc. KS 169,087 126,657 -42,430 -25.09%
Hillsdale Investment Management Inc. 6,300 4,800 -1,500 -23.81%
Sei Investments Co. 70,190 57,753 -12,437 -17.72%
Denali Advisors LLC 31,600 26,600 -5,000 -15.82%
Los Angeles Capital Management & Equity Research Inc. 98,258 87,811 -10,447 -10.63%
Victory Capital Management Inc. 43,304 40,465 -2,839 -6.56%
JPMorgan Chase & Co. 17,943 16,945 -998 -5.56%
Wasatch Advisors Inc. 344,047 325,203 -18,844 -5.48%
CI Private Wealth LLC 67,500 66,847 -653 -0.97%
13F Filers Exiting KRT
McGlone Suttner Wealth Management Inc. 1,154 0 -1,154 -100.00%
Allspring Global Investments Holdings LLC 40 0 -40 -100.00%
Ronald Blue Trust Inc. 500 0 -500 -100.00%
Summit Global Investments 12,695 0 -12,695 -100.00%
Advisory Services Network LLC 113 0 -113 -100.00%

See Summary: Institutional Holders of KRT
See Details: Top 10 Hedge Funds Holding KRT
Also See: KRT Insider Buying

KRT Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.