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LDUR Holdings Changes image
This page summarizes the LDUR holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020. Share count is compared over these two periods to provide an indication of whether LDUR 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).
Filer12/31/2019
 Share Count 
3/31/2020
 Share Count 
Change% Change
13F Filers Increasing LDUR Share Count
Wealthcare Advisory Partners LLC 85 930 +845 +994.12%
First National Corp MA ADV 4,762 29,323 +24,561 +515.77%
Jane Street Group LLC 19,229 74,587 +55,358 +287.89%
Mid Atlantic Financial Management Inc. ADV 11,590 31,802 +20,212 +174.39%
Advisory Services Network LLC 1,300 2,480 +1,180 +90.77%
NEXT Financial Group Inc 1,208 2,147 +939 +77.73%
Bank of America Corp DE 38,384 63,642 +25,258 +65.80%
Princeton Portfolio Strategies Group LLC 2,400 3,975 +1,575 +65.62%
Wells Fargo & Company MN 50,565 72,811 +22,246 +43.99%
AlphaStar Capital Management LLC 30,995 44,349 +13,354 +43.08%
Access Financial Services Inc. 138,203 195,550 +57,347 +41.49%
UBS Group AG 53,352 70,743 +17,391 +32.60%
Patriot Financial Group Insurance Agency LLC 124 163 +39 +31.45%
Cambridge Investment Research Advisors Inc. 47,111 58,556 +11,445 +24.29%
JPMorgan Chase & Co. 8,476 10,213 +1,737 +20.49%
Cooper Financial Group 26,846 31,143 +4,297 +16.01%
Parallel Advisors LLC 21,032 24,151 +3,119 +14.83%
Stifel Financial Corp 20,828 23,389 +2,561 +12.30%
MML Investors Services LLC 3,105 3,458 +353 +11.37%
Cetera Advisors LLC 4,829 5,176 +347 +7.19%
Columbus Macro LLC 15,647 16,760 +1,113 +7.11%
Arbor Trust Wealth Advisors LLC 33,999 36,226 +2,227 +6.55%
Commonwealth Equity Services LLC 7,860 8,304 +444 +5.65%
AJ Wealth Strategies LLC 19,517 20,092 +575 +2.95%
B. Riley Wealth Management Inc. 23,857 24,278 +421 +1.76%
Capital Advisors Ltd. LLC 9,568 9,669 +101 +1.06%
Monument Capital Management 4,726 4,761 +35 +0.74%
Citigroup Inc. 4,055 4,065 +10 +0.25%
Cedar Wealth Management LLC 15,818 15,838 +20 +0.13%
FMR LLC 502,985 502,986 +1 +0.00%
13F Filers Reporting New Positions In LDUR
Proequities Inc. 0 0 UNCH 100%
Ameritas Investment Company LLC 0 180 +180 +100%
Whittier Trust Co. 0 262 +262 +100%
CWM LLC 0 5 +5 +100%
Atria Investments LLC 0 4,943 +4,943 +100%
Addison Capital Co 0 5,050 +5,050 +100%
Baird Financial Group Inc. 0 60,102 +60,102 +100%
Ausdal Financial Partners Inc. 0 15,950 +15,950 +100%
Advisor Group Holdings Inc. 0 791,708 +791,708 +100%
Resources Investment Advisors LLC. 0 5,250 +5,250 +100%
Change Path LLC 0 17,588 +17,588 +100%
Verus Capital Partners LLC 0 149 +149 +100%
Orion Portfolio Solutions LLC 0 19,323 +19,323 +100%
EPG Wealth Management LLC 0 350 +350 +100%
13F Filers With Unchanged Share Count
Proffitt & Goodson Inc. 675 675 UNCH 0.00%
Financial Management Professionals Inc. 394 394 UNCH 0.00%
Anfield Capital Management LLC 2,389 2,389 UNCH 0.00%
Burt Wealth Advisors 685 685 UNCH 0.00%
Clear Investment Research LLC 2,037 2,037 UNCH 0.00%
IFP Advisors Inc 19 19 UNCH 0.00%
Pinnacle Bank 823 823 UNCH 0.00%
Braun Bostich & Associates Inc. 2,389 2,389 UNCH 0.00%
13F Filers Decreasing LDUR Share Count
Valley National Advisers Inc. 560 60 -500 -89.29%
Royal Bank of Canada 147,045 48,914 -98,131 -66.74%
Aviance Capital Partners LLC 40,217 14,408 -25,809 -64.17%
LPL Financial LLC 21,932 15,006 -6,926 -31.58%
PNC Financial Services Group Inc. 2,035 1,636 -399 -19.61%
QCI Asset Management Inc. NY 1,452 1,231 -221 -15.22%
SkyOak Wealth LLC 9,555 8,210 -1,345 -14.08%
First Allied Advisory Services Inc. 11,793 10,674 -1,119 -9.49%
Envestnet Asset Management Inc. 128,507 116,798 -11,709 -9.11%
Morgan Stanley 55,037 50,202 -4,835 -8.78%
IPG Investment Advisors LLC 11,503 10,502 -1,001 -8.70%
Greatmark Investment Partners Inc. 24,810 22,720 -2,090 -8.42%
John W. Brooker & Co. CPAs 7,780 7,326 -454 -5.84%
Howland Capital Management LLC 262,006 252,950 -9,056 -3.46%
HighTower Advisors LLC 4,370 4,329 -41 -0.94%
13F Filers Exiting LDUR
Laidlaw Wealth Management LLC 3,960 0 -3,960 -100.00%
G&S Capital LLC 13 0 -13 -100.00%
Private Advisor Group LLC 9,090 0 -9,090 -100.00%
National Asset Management Inc. 21,548 0 -21,548 -100.00%
Ancora Advisors LLC 2,000 0 -2,000 -100.00%
First Heartland Consultants Inc. 9,873 0 -9,873 -100.00%
Raymond James & Associates 9,737 0 -9,737 -100.00%
Truist Financial Corp 3,000 0 -3,000 -100.00%
Fifth Third Bancorp 2,100 0 -2,100 -100.00%

See Summary: Institutional Holders of LDUR
See Details: Top 10 Hedge Funds Holding LDUR

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