Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing KYN Share Count | ||||
Farther Finance Advisors LLC | 58 | 507 | +449 | +774.14% |
Moloney Securities Asset Management LLC | 12,363 | 79,903 | +67,540 | +546.31% |
JPMorgan Chase & Co. | 14,137 | 85,410 | +71,273 | +504.16% |
Nwam LLC | 31,305 | 185,792 | +154,487 | +493.49% |
Envestnet Asset Management Inc. | 13,607 | 80,726 | +67,119 | +493.27% |
Arete Wealth Advisors LLC | 18,709 | 88,967 | +70,258 | +375.53% |
Geneos Wealth Management Inc. | 2,648 | 11,442 | +8,794 | +332.10% |
Northwestern Mutual Wealth Management Co. | 15,166 | 64,949 | +49,783 | +328.25% |
Truvestments Capital LLC | 204 | 802 | +598 | +293.14% |
Bessemer Group Inc. | 563 | 2,156 | +1,593 | +282.95% |
Raymond James & Associates | 959,511 | 3,193,349 | +2,233,838 | +232.81% |
Janney Montgomery Scott LLC | 110,964 | 361,012 | +250,048 | +225.34% |
First Foundation Advisors | 15,223 | 42,096 | +26,873 | +176.53% |
HighTower Advisors LLC | 180,231 | 477,160 | +296,929 | +164.75% |
Saba Capital Management L.P. | 350,589 | 885,617 | +535,028 | +152.61% |
Oppenheimer & Co. Inc. | 86,408 | 204,779 | +118,371 | +136.99% |
Garner Asset Management Corp | 128,015 | 301,407 | +173,392 | +135.45% |
Wealth Enhancement Advisory Services LLC | 20,653 | 45,511 | +24,858 | +120.36% |
Terril Brothers Inc. | 139,575 | 302,565 | +162,990 | +116.78% |
Csenge Advisory Group | 11,105 | 22,850 | +11,745 | +105.76% |
Truist Financial Corp | 27,679 | 54,228 | +26,549 | +95.92% |
Sea Otter Advisors LLC | 175,000 | 323,800 | +148,800 | +85.03% |
LPL Financial LLC | 141,974 | 248,853 | +106,879 | +75.28% |
Quantedge Capital Pte Ltd | 393,508 | 677,894 | +284,386 | +72.27% |
Independent Wealth Network Inc. | 50,804 | 85,384 | +34,580 | +68.07% |
Zazove Associates LLC | 468,507 | 781,787 | +313,280 | +66.87% |
Cetera Investment Advisers | 14,759 | 23,926 | +9,167 | +62.11% |
Rockefeller Capital Management L.P. | 46,012 | 73,654 | +27,642 | +60.08% |
Beck Bode LLC | 48,235 | 76,690 | +28,455 | +58.99% |
Northern Trust Corp | 33,569 | 53,033 | +19,464 | +57.98% |
Sit Investment Associates Inc. | 58,975 | 89,811 | +30,836 | +52.29% |
Wells Fargo & Company MN | 828,675 | 1,258,090 | +429,415 | +51.82% |
Platform Technology Partners | 16,506 | 24,782 | +8,276 | +50.14% |
Cambridge Investment Research Advisors Inc. | 61,585 | 92,448 | +30,863 | +50.11% |
Stifel Financial Corp | 469,281 | 670,320 | +201,039 | +42.84% |
Royal Bank of Canada | 1,591,252 | 2,223,634 | +632,382 | +39.74% |
Advisors Asset Management Inc. | 1,424,964 | 1,897,378 | +472,414 | +33.15% |
Apollon Wealth Management LLC | 16,876 | 22,468 | +5,592 | +33.14% |
Bard Associates Inc. | 20,719 | 27,493 | +6,774 | +32.69% |
Creative Financial Designs Inc. ADV | 1,000 | 1,319 | +319 | +31.90% |
Cooper Financial Group | 60,801 | 79,464 | +18,663 | +30.70% |
D.A. Davidson & CO. | 22,377 | 28,813 | +6,436 | +28.76% |
Baird Financial Group Inc. | 37,076 | 47,035 | +9,959 | +26.86% |
Morgan Stanley | 5,674,705 | 7,173,157 | +1,498,452 | +26.41% |
IFP Advisors Inc | 1,083 | 1,339 | +256 | +23.64% |
Harbor Investment Advisory LLC | 1,000 | 1,209 | +209 | +20.90% |
Cerity Partners LLC | 45,019 | 54,340 | +9,321 | +20.70% |
Wedbush Securities Inc. | 10,260 | 12,338 | +2,078 | +20.25% |
AE Wealth Management LLC | 10,272 | 12,145 | +1,873 | +18.23% |
BHK Investment Advisors LLC | 35,000 | 40,500 | +5,500 | +15.71% |
Waterloo Capital L.P. | 16,450 | 18,820 | +2,370 | +14.41% |
Raymond James Financial Services Advisors Inc. | 535,031 | 583,776 | +48,745 | +9.11% |
Mosaic Family Wealth Partners LLC | 24,492 | 26,665 | +2,173 | +8.87% |
Horizon Kinetics Asset Management LLC | 12,564 | 13,582 | +1,018 | +8.10% |
Penserra Capital Management LLC | 1,257,117 | 1,350,598 | +93,481 | +7.44% |
Axxcess Wealth Management LLC | 32,417 | 33,934 | +1,517 | +4.68% |
UBS Group AG | 1,175,447 | 1,221,864 | +46,417 | +3.95% |
Steward Partners Investment Advisory LLC | 46,762 | 48,584 | +1,822 | +3.90% |
WNY Asset Management LLC | 473,489 | 491,423 | +17,934 | +3.79% |
First Trust Advisors LP | 16,755 | 17,359 | +604 | +3.60% |
Bank of America Corp DE | 3,261,573 | 3,362,489 | +100,916 | +3.09% |
SOA Wealth Advisors LLC. | 65 | 67 | +2 | +3.08% |
Tranquility Partners LLC | 15,394 | 15,756 | +362 | +2.35% |
Lincoln National Corp | 51,619 | 52,787 | +1,168 | +2.26% |
Jeppson Wealth Management LLC | 76,048 | 77,759 | +1,711 | +2.25% |
Magnus Financial Group LLC | 111,255 | 113,495 | +2,240 | +2.01% |
Atomi Financial Group Inc. | 19,265 | 19,550 | +285 | +1.48% |
TSP Capital Management Group LLC | 275,775 | 278,525 | +2,750 | +1.00% |
Optimum Investment Advisors | 652 | 658 | +6 | +0.92% |
DAVENPORT & Co LLC | 13,726 | 13,848 | +122 | +0.89% |
Fortis Capital Management LLC | 11,154 | 11,251 | +97 | +0.87% |
CI Private Wealth LLC | 24,510 | 24,625 | +115 | +0.47% |
Edgemoor Investment Advisors Inc. | 116,852 | 117,357 | +505 | +0.43% |
Institutional & Family Asset Management LLC | 321 | 322 | +1 | +0.31% |
Wellington Shields Capital Management LLC | 2,205 | 2,210 | +5 | +0.23% |
Thrivent Financial for Lutherans | 14,660 | 14,683 | +23 | +0.16% |
13F Filers Reporting New Positions In KYN | ||||
Activest Wealth Management | 0 | 0 | UNCH | 100% |
Principal Securities Inc. | 0 | 3,875 | +3,875 | +100% |
FMR LLC | 0 | 1 | +1 | +100% |
Stephens Inc. AR | 0 | 14,466 | +14,466 | +100% |
NBC Securities Inc. | 0 | 6,295 | +6,295 | +100% |
Harbour Investments Inc. | 0 | 16,993 | +16,993 | +100% |
Clearstead Advisors LLC | 0 | 2,350 | +2,350 | +100% |
Mercer Global Advisors Inc. ADV | 0 | 12,617 | +12,617 | +100% |
Guyasuta Investment Advisors Inc. | 0 | 50,030 | +50,030 | +100% |
Kayne Anderson Capital Advisors LP | 0 | 1,614,122 | +1,614,122 | +100% |
Nations Financial Group Inc. IA ADV | 0 | 33,033 | +33,033 | +100% |
Nomura Holdings Inc. | 0 | 11,000 | +11,000 | +100% |
Private Trust Co. NA | 0 | 136 | +136 | +100% |
BOK Financial Private Wealth Inc. | 0 | 1,395 | +1,395 | +100% |
First National Bank of Mount Dora Trust Investment Services | 0 | 10,399 | +10,399 | +100% |
Susquehanna International Group LLP | 0 | 13,571 | +13,571 | +100% |
Rivernorth Capital Management LLC | 0 | 967,569 | +967,569 | +100% |
Cutler Group LP | 0 | 1,400 | +1,400 | +100% |
Landscape Capital Management L.L.C. | 0 | 369,648 | +369,648 | +100% |
Creative Planning | 0 | 11,957 | +11,957 | +100% |
Prospera Financial Services Inc | 0 | 89,038 | +89,038 | +100% |
Chicago Partners Investment Group LLC | 0 | 24,000 | +24,000 | +100% |
Private Advisor Group LLC | 0 | 17,345 | +17,345 | +100% |
Camelot Portfolios LLC | 0 | 186,686 | +186,686 | +100% |
Advisory Services Network LLC | 0 | 16,789 | +16,789 | +100% |
Yakira Capital Management Inc. | 0 | 69,095 | +69,095 | +100% |
SRS Capital Advisors Inc. | 0 | 107 | +107 | +100% |
Aristides Capital LLC | 0 | 91,063 | +91,063 | +100% |
HighPoint Advisor Group LLC | 0 | 29,703 | +29,703 | +100% |
Leisure Capital Management | 0 | 23,290 | +23,290 | +100% |
McGowan Group Asset Management Inc. | 0 | 323,948 | +323,948 | +100% |
Koshinski Asset Management Inc. | 0 | 66,806 | +66,806 | +100% |
Pointe Capital Management LLC | 0 | 19,718 | +19,718 | +100% |
Lido Advisors LLC | 0 | 178,589 | +178,589 | +100% |
Matisse Capital | 0 | 105,311 | +105,311 | +100% |
Nicholas Hoffman & Company LLC. | 0 | 22,153 | +22,153 | +100% |
Flagship Harbor Advisors LLC | 0 | 149,723 | +149,723 | +100% |
Good Life Advisors LLC | 0 | 51,816 | +51,816 | +100% |
EverSource Wealth Advisors LLC | 0 | 2,195 | +2,195 | +100% |
Sound Income Strategies LLC | 0 | 575 | +575 | +100% |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 0 | 12,728 | +12,728 | +100% |
Walleye Capital LLC | 0 | 29,721 | +29,721 | +100% |
Cornerstone Advisors LLC | 0 | 29,900 | +29,900 | +100% |
Transcend Wealth Collective LLC | 0 | 11,450 | +11,450 | +100% |
Williams Jones Wealth Management LLC. | 0 | 11,000 | +11,000 | +100% |
FSA Wealth Management LLC | 0 | 3,000 | +3,000 | +100% |
Disciplined Investments LLC | 0 | 12,537 | +12,537 | +100% |
International Assets Investment Management LLC | 0 | 29,163 | +29,163 | +100% |
Kestra Advisory Services LLC | 0 | 16,002 | +16,002 | +100% |
Lokken Investment Group LLC | 0 | 45,594 | +45,594 | +100% |
Coppell Advisory Solutions LLC | 0 | 73 | +73 | +100% |
Eagle Bay Advisors LLC | 0 | 4,184 | +4,184 | +100% |
Eagle Bluffs Wealth Management LLC | 0 | 24,751 | +24,751 | +100% |
SFI Advisors LLC | 0 | 25,596 | +25,596 | +100% |
SageView Advisory Group LLC | 0 | 12,057 | +12,057 | +100% |
ICA Group Wealth Management LLC | 0 | 825 | +825 | +100% |
FourThought Financial Partners LLC | 0 | 230,564 | +230,564 | +100% |
Tanglewood Legacy Advisors LLC | 0 | 3,338 | +3,338 | +100% |
Strait & Sound Wealth Management LLC | 0 | 24,941 | +24,941 | +100% |
Propel Bio Management LLC | 0 | 147,033 | +147,033 | +100% |
Pathstone Holdings LLC | 0 | 335,208 | +335,208 | +100% |
Sollinda Capital Management LLC | 0 | 13,604 | +13,604 | +100% |
13F Filers With Unchanged Share Count | ||||
Huntington National Bank | 1 | 1 | UNCH | 0.00% |
The PNC Financial Services Group Inc. | 40,837 | 40,837 | UNCH | 0.00% |
Proequities Inc. | 160 | 160 | UNCH | 0.00% |
Citigroup Inc. | 55 | 55 | UNCH | 0.00% |
Delta Asset Management LLC TN | 400 | 400 | UNCH | 0.00% |
National Bank of Canada FI | 6,000 | 6,000 | UNCH | 0.00% |
Chilton Capital Management LLC | 8,000 | 8,000 | UNCH | 0.00% |
M&R Capital Management Inc. | 870 | 870 | UNCH | 0.00% |
Evermay Wealth Management LLC | 1,266 | 1,266 | UNCH | 0.00% |
Pinnacle Financial Partners Inc. | 2,255 | 2,255 | UNCH | 0.00% |
Whittier Trust Co. | 66 | 66 | UNCH | 0.00% |
Hollencrest Capital Management | 20,000 | 20,000 | UNCH | 0.00% |
Lee Financial Co | 1,150 | 1,150 | UNCH | 0.00% |
ArrowMark Colorado Holdings LLC | 13,521 | 13,521 | UNCH | 0.00% |
Wellington Shields & Co. LLC | 8,625 | 8,625 | UNCH | 0.00% |
Westside Investment Management Inc. | 422 | 422 | UNCH | 0.00% |
JJJ Advisors Inc. | 19 | 19 | UNCH | 0.00% |
Moors & Cabot Inc. | 39,985 | 39,985 | UNCH | 0.00% |
Sunbelt Securities Inc. | 1,635 | 1,635 | UNCH | 0.00% |
Anchor Investment Management LLC | 900 | 900 | UNCH | 0.00% |
Venturi Wealth Management LLC | 606 | 606 | UNCH | 0.00% |
Vivaldi Capital Management LLC | 12,730 | 12,730 | UNCH | 0.00% |
Parallel Advisors LLC | 9,300 | 9,300 | UNCH | 0.00% |
Salomon & Ludwin LLC | 1,650 | 1,650 | UNCH | 0.00% |
Lindbrook Capital LLC | 5,400 | 5,400 | UNCH | 0.00% |
Avion Wealth | 400 | 400 | UNCH | 0.00% |
Carolinas Wealth Consulting LLC | 817 | 817 | UNCH | 0.00% |
Journey Advisory Group LLC | 30,000 | 30,000 | UNCH | 0.00% |
Simplify Asset Management Inc. | 147,033 | 147,033 | UNCH | 0.00% |
Spire Wealth Management | 28,032 | 28,032 | UNCH | 0.00% |
Blue Barn Wealth LLC | 11,100 | 11,100 | UNCH | 0.00% |
Operose Advisors LLC | 38,146 | 38,146 | UNCH | 0.00% |
Benchmark Investment Advisors LLC | 10,000 | 10,000 | UNCH | 0.00% |
Beacon Capital Management LLC | 352 | 352 | UNCH | 0.00% |
Centurion Wealth Management LLC | 28,032 | 28,032 | UNCH | 0.00% |
Schechter Investment Advisors LLC | 31,583 | 31,583 | UNCH | 0.00% |
13F Filers Decreasing KYN Share Count | ||||
Group One Trading L.P. | 7,064 | 563 | -6,501 | -92.03% |
Ronald Blue Trust Inc. | 517 | 87 | -430 | -83.17% |
CWM LLC | 2,200 | 500 | -1,700 | -77.27% |
Simplex Trading LLC | 4,315 | 1,795 | -2,520 | -58.40% |
Meridian Wealth Management LLC | 828,914 | 419,965 | -408,949 | -49.34% |
Bellevue Asset Management LLC | 385 | 205 | -180 | -46.75% |
Advisor Group Holdings Inc. | 920,302 | 548,652 | -371,650 | -40.38% |
Freestone Capital Holdings LLC | 42,274 | 28,000 | -14,274 | -33.77% |
Lakeview Capital Partners LLC | 45,751 | 32,691 | -13,060 | -28.55% |
Captrust Financial Advisors | 35,154 | 25,134 | -10,020 | -28.50% |
Wolverine Asset Management LLC | 462,773 | 371,841 | -90,932 | -19.65% |
Stansberry Asset Management LLC | 1,111,610 | 980,888 | -130,722 | -11.76% |
Cetera Advisor Networks LLC | 7,910,167 | 7,033,362 | -876,805 | -11.08% |
Wealthsource Partners LLC | 11,409 | 10,238 | -1,171 | -10.26% |
Parkside Investments LLC | 25,354 | 22,854 | -2,500 | -9.86% |
Commonwealth Equity Services LLC | 85,517 | 77,587 | -7,930 | -9.27% |
Welch & Forbes LLC | 12,900 | 11,900 | -1,000 | -7.75% |
National Asset Management Inc. | 140,001 | 130,081 | -9,920 | -7.09% |
Prevail Innovative Wealth Advisors LLC | 350,603 | 326,642 | -23,961 | -6.83% |
U.S. Capital Wealth Advisors LLC | 45,350 | 42,350 | -3,000 | -6.62% |
Capital Investment Advisory Services LLC | 14,504 | 13,686 | -818 | -5.64% |
Essex Financial Services Inc. | 43,948 | 41,624 | -2,324 | -5.29% |
Hilltop Holdings Inc. | 69,091 | 66,292 | -2,799 | -4.05% |
Cadent Capital Advisors LLC | 892,714 | 856,910 | -35,804 | -4.01% |
TCTC Holdings LLC | 81,505 | 78,355 | -3,150 | -3.86% |
Comerica Bank | 61,060 | 58,757 | -2,303 | -3.77% |
Commerce Bank | 30,370 | 29,333 | -1,037 | -3.41% |
Wetherby Asset Management Inc. | 65,216 | 63,000 | -2,216 | -3.40% |
Founders Financial Alliance LLC | 10,882 | 10,522 | -360 | -3.31% |
Bridgewater Advisors Inc. | 202,893 | 196,413 | -6,480 | -3.19% |
Sonora Investment Management Group LLC | 48,425 | 46,990 | -1,435 | -2.96% |
Monetary Management Group Inc. | 56,400 | 54,900 | -1,500 | -2.66% |
Beverly Hills Private Wealth LLC | 250,669 | 244,859 | -5,810 | -2.32% |
Private Wealth Strategies L.L.C. | 134,499 | 131,509 | -2,990 | -2.22% |
Cornerstone Advisory LLC | 171,540 | 167,960 | -3,580 | -2.09% |
Caldwell Sutter Capital Inc. | 183,872 | 180,262 | -3,610 | -1.96% |
Pin Oak Investment Advisors Inc. | 27,667 | 27,142 | -525 | -1.90% |
Kestra Private Wealth Services LLC | 89,179 | 87,796 | -1,383 | -1.55% |
Guggenheim Capital LLC | 397,977 | 392,349 | -5,628 | -1.41% |
RFG Advisory LLC | 93,704 | 92,448 | -1,256 | -1.34% |
US Bancorp DE | 50,188 | 49,529 | -659 | -1.31% |
Kayne Anderson Rudnick Investment Management LLC | 63,884 | 63,349 | -535 | -0.84% |
Pinnacle Associates Ltd. | 31,502 | 31,407 | -95 | -0.30% |
Mutual Advisors LLC | 39,521 | 39,432 | -89 | -0.23% |
Brown Advisory Inc. | 2,699,291 | 2,697,416 | -1,875 | -0.07% |
13F Filers Exiting KYN | ||||
ORG Partners LLC | 32,122 | 0 | -32,122 | -100.00% |
Buck Wealth Strategies LLC | 131 | 0 | -131 | -100.00% |
SkyView Investment Advisors LLC | 5,599 | 0 | -5,599 | -100.00% |
Elequin Capital LP | 1,770 | 0 | -1,770 | -100.00% |
Core Wealth Advisors Inc. | 100 | 0 | -100 | -100.00% |
VisionPoint Advisory Group LLC | 1,423 | 0 | -1,423 | -100.00% |
Centerpoint Advisors LLC | 1,425 | 0 | -1,425 | -100.00% |
180 Wealth Advisors LLC | 12,829 | 0 | -12,829 | -100.00% |
Intellectus Partners LLC | 13,250 | 0 | -13,250 | -100.00% |
Capital Analysts LLC | 108 | 0 | -108 | -100.00% |
Circle Wealth Management LLC | 30,000 | 0 | -30,000 | -100.00% |
Callan Capital LLC | 17,027 | 0 | -17,027 | -100.00% |
Virtu Financial LLC | 16,469 | 0 | -16,469 | -100.00% |
HRT Financial LP | 18,808 | 0 | -18,808 | -100.00% |
United Capital Financial Advisers LLC | 93,439 | 0 | -93,439 | -100.00% |
Baker Avenue Asset Management LP | 6,800 | 0 | -6,800 | -100.00% |
Citadel Advisors LLC | 6,606 | 0 | -6,606 | -100.00% |
Sanders Morris Harris LLC | 61,200 | 0 | -61,200 | -100.00% |
American Financial Group Inc. | 492,098 | 0 | -492,098 | -100.00% |
Bank of Montreal Can | 11,804 | 0 | -11,804 | -100.00% |
Cullen Frost Bankers Inc. | 6,429 | 0 | -6,429 | -100.00% |
See Summary: Institutional Holders of KYN
See Details: Top 10 Hedge Funds Holding KYN
Also See: KYN Insider Buying