HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing LAD Share Count | ||||
| Rise Advisors LLC | 106 | 191 | +85 | +80.19% |
| Security National Bank | 30 | 50 | +20 | +66.67% |
| Sendero Wealth Management LLC | 10,332 | 11,949 | +1,617 | +15.65% |
| New Mexico Educational Retirement Board | 5,600 | 6,200 | +600 | +10.71% |
| Timber Creek Capital Management LLC | 6,126 | 6,513 | +387 | +6.32% |
| Red Spruce Capital LLC | 8,176 | 8,668 | +492 | +6.02% |
| Chicago Capital LLC | 201,923 | 213,731 | +11,808 | +5.85% |
| Wealth Enhancement Advisory Services LLC | 2,391 | 2,489 | +98 | +4.10% |
| Fulton Bank N.A. | 4,334 | 4,496 | +162 | +3.74% |
| State of Michigan Retirement System | 6,587 | 6,787 | +200 | +3.04% |
| Perpetual Ltd | 95,289 | 98,127 | +2,838 | +2.98% |
| Campbell Newman Asset Management Inc. | 5,437 | 5,568 | +131 | +2.41% |
| Bridge City Capital LLC | 13,587 | 13,695 | +108 | +0.79% |
| Alaska Permanent Fund Corp | 9,106 | 9,112 | +6 | +0.07% |
| 13F Filers Reporting New Positions In LAD | ||||
| ST Germain D J Co. Inc. | 0 | 3 | +3 | +100% |
| Exchange Traded Concepts LLC | 0 | 2,998 | +2,998 | +100% |
| Mather Group LLC. | 0 | 345 | +345 | +100% |
| Riverview Trust Co | 0 | 60 | +60 | +100% |
| BTC Capital Management Inc. | 0 | 766 | +766 | +100% |
| WD Rutherford LLC | 0 | 80 | +80 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Farmers & Merchants Investments Inc. | 12 | 12 | UNCH | 0.00% |
| Contravisory Investment Management Inc. | 182 | 182 | UNCH | 0.00% |
| Legato Capital Management LLC | 4,129 | 4,129 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 11 | 11 | UNCH | 0.00% |
| JJJ Advisors Inc. | 3 | 3 | UNCH | 0.00% |
| SeaCrest Wealth Management LLC | 4,523 | 4,523 | UNCH | 0.00% |
| Versant Capital Management Inc | 3 | 3 | UNCH | 0.00% |
| Hennion & Walsh Asset Management Inc. | 730 | 730 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 8 | 8 | UNCH | 0.00% |
| 13F Filers Decreasing LAD Share Count | ||||
| Park Place Capital Corp | 26 | 3 | -23 | -88.46% |
| Allspring Global Investments Holdings LLC | 664 | 368 | -296 | -44.58% |
| Park Avenue Securities LLC | 1,999 | 1,476 | -523 | -26.16% |
| GAMMA Investing LLC | 150 | 114 | -36 | -24.00% |
| Atlas Capital Advisors LLC | 49 | 40 | -9 | -18.37% |
| OneAscent Wealth Management LLC | 1,185 | 1,047 | -138 | -11.65% |
| Massmutual Trust Co. FSB ADV | 13 | 12 | -1 | -7.69% |
| CWM LLC | 215 | 204 | -11 | -5.12% |
| First Hawaiian Bank | 1,267 | 1,218 | -49 | -3.87% |
| OneAscent Financial Services LLC | 1,688 | 1,643 | -45 | -2.67% |
| 13F Filers Exiting LAD | ||||
| Pallas Capital Advisors LLC | 5,038 | 0 | -5,038 | -100.00% |
| Koss Olinger Consulting LLC | 2,370 | 0 | -2,370 | -100.00% |
| International Assets Investment Management LLC | 18,440 | 0 | -18,440 | -100.00% |
| Financial Management Professionals Inc. | 1 | 0 | -1 | -100.00% |
| AdvisorNet Financial Inc | 8 | 0 | -8 | -100.00% |
| Cullinan Associates Inc. | 1,000 | 0 | -1,000 | -100.00% |
See Summary: Institutional Holders of LAD
See Details: Top 10 Hedge Funds Holding LAD
Also See: LAD Insider Buying
