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KYN Holdings Changes image
This page summarizes the KYN holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether KYN 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).
Filer9/30/2023
 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

KYN Holdings Changes | www.HoldingsChannel.com

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