LRGE Holdings Changes

This page summarizes the LRGE 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 LRGE 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).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing LRGE Share Count
Opal Wealth Advisors LLC	395,918	488,812	+92,894	+23.46%
Dynamic Advisor Solutions LLC	5,443	5,829	+386	+7.09%
Raymond James Financial Services Advisors Inc.	85,473	90,587	+5,114	+5.98%
Raymond James & Associates	16,926	17,466	+540	+3.19%
13F Filers Reporting New Positions In LRGE
Future Financial Wealth Managment LLC	0	1,200	+1,200	+100%
13F Filers With Unchanged Share Count
Financial Perspectives Inc	83	83	UNCH	0.00%
13F Filers Decreasing LRGE Share Count
AdvisorNet Financial Inc	1,354	570	-784	-57.90%
Corundum Group Inc.	10,758	10,339	-419	-3.89%

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

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