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LYB Holdings Changes image
This page summarizes the LYB 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 LYB 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing LYB Share Count
CX Institutional 2,090 35,764 +33,674 +1611.20%
Venturi Wealth Management LLC 301 2,622 +2,321 +771.10%
MCF Advisors LLC 28 211 +183 +653.57%
Caldwell Sutter Capital Inc. 24 54 +30 +125.00%
Lloyd Advisory Services LLC. 5,954 12,985 +7,031 +118.09%
Allworth Financial LP 1,668 3,488 +1,820 +109.11%
FCG Investment Co 2,590 5,378 +2,788 +107.64%
Viking Fund Management LLC 110 200 +90 +81.82%
LVW Advisors LLC 4,779 7,667 +2,888 +60.43%
Compass Wealth Management LLC 300 440 +140 +46.67%
Newbridge Financial Services Group Inc. 429 614 +185 +43.12%
Wetzel Investment Advisors Inc. 101 144 +43 +42.57%
Massmutual Trust Co. FSB ADV 419 553 +134 +31.98%
OmniStar Financial Group Inc. 6,275 7,930 +1,655 +26.37%
Trinity Legacy Partners LLC 28,632 35,646 +7,014 +24.50%
Bogart Wealth LLC 100 123 +23 +23.00%
Capital Investment Advisors LLC 50,019 61,338 +11,319 +22.63%
Summit Trail Advisors LLC 4,473 5,443 +970 +21.69%
Independence Bank of Kentucky 146 172 +26 +17.81%
GoalVest Advisory LLC 130 150 +20 +15.38%
Fifth Third Bancorp 27,569 31,327 +3,758 +13.63%
Rise Advisors LLC 2,477 2,809 +332 +13.40%
Royal Fund Management LLC 7,500 8,489 +989 +13.19%
Norwood Financial Corp 2,375 2,675 +300 +12.63%
NBC Securities Inc. 8,218 9,222 +1,004 +12.22%
CWM LLC 5,722 6,381 +659 +11.52%
Stablepoint Partners LLC 44,787 49,923 +5,136 +11.47%
Raymond James Trust N.A. 15,647 17,440 +1,793 +11.46%
Private Trust Co. NA 3,694 4,110 +416 +11.26%
Checchi Capital Advisers LLC 3,463 3,826 +363 +10.48%
Sound Income Strategies LLC 202,836 221,737 +18,901 +9.32%
Abundance Wealth Counselors 8,281 9,044 +763 +9.21%
DekaBank Deutsche Girozentrale 272,256 297,082 +24,826 +9.12%
Brown Advisory Inc. 2,845 3,097 +252 +8.86%
Confluence Wealth Services Inc. 7,146 7,779 +633 +8.86%
V Square Quantitative Management LLC 12,104 13,132 +1,028 +8.49%
Acropolis Investment Management LLC 10,923 11,765 +842 +7.71%
TrimTabs Asset Management LLC 18,353 19,705 +1,352 +7.37%
Verdence Capital Advisors LLC 12,904 13,785 +881 +6.83%
Global Retirement Partners LLC 1,444 1,542 +98 +6.79%
Ellsworth Advisors LLC 47,023 49,657 +2,634 +5.60%
Twelve Points Wealth Management LLC 16,228 17,137 +909 +5.60%
Westbourne Investment Advisors Inc. 47,551 50,185 +2,634 +5.54%
Adams Natural Resources Fund Inc. 65,200 68,700 +3,500 +5.37%
Dynamic Advisor Solutions LLC 3,491 3,678 +187 +5.36%
Latitude Advisors LLC 2,474 2,606 +132 +5.34%
Paradiem LLC 82,307 86,532 +4,225 +5.13%
Townsend & Associates Inc 21,146 22,157 +1,011 +4.78%
Wealthfront Advisers LLC 38,892 40,722 +1,830 +4.71%
Central Bank & Trust Co. 8,171 8,517 +346 +4.23%
Spire Wealth Management 2,432 2,534 +102 +4.19%
Moody National Bank Trust Division 6,325 6,570 +245 +3.87%
Lantz Financial LLC 3,065 3,174 +109 +3.56%
Hoxton Planning & Management LLC 2,338 2,415 +77 +3.29%
Stratos Wealth Partners LTD. 3,269 3,373 +104 +3.18%
Cambridge Investment Research Advisors Inc. 36,434 37,575 +1,141 +3.13%
Tyche Wealth Partners LLC 2,920 2,996 +76 +2.60%
Kwmg LLC 50,787 52,099 +1,312 +2.58%
Denali Advisors LLC 8,138 8,341 +203 +2.49%
Bell Bank 88,691 90,706 +2,015 +2.27%
Petredis Investment Advisors LLC 22,496 23,006 +510 +2.27%
Wedmont Private Capital 4,390 4,486 +96 +2.19%
First Bank & Trust 38,232 39,043 +811 +2.12%
Capital Advisors Ltd. LLC 150 153 +3 +2.00%
Ridgewood Investments LLC 15,262 15,567 +305 +2.00%
Unison Advisors LLC 38,215 38,955 +740 +1.94%
Wealth Alliance Advisory Group LLC 4,876 4,967 +91 +1.87%
Sunpointe LLC 2,822 2,874 +52 +1.84%
Alaska Permanent Fund Corp 26,452 26,907 +455 +1.72%
First Hawaiian Bank 19,162 19,476 +314 +1.64%
Aviance Capital Partners LLC 12,947 13,126 +179 +1.38%
KG&L Capital Management LLC 11,135 11,281 +146 +1.31%
Paragon Capital Management Ltd 2,315 2,342 +27 +1.17%
Busey Wealth Management 61,754 62,467 +713 +1.15%
OLD National Bancorp IN 89,635 90,627 +992 +1.11%
BKD Wealth Advisors LLC 3,171 3,205 +34 +1.07%
WealthBridge Investment Counsel Inc. 31,710 32,010 +300 +0.95%
Gulf International Bank UK Ltd 21,281 21,463 +182 +0.86%
Benedict Financial Advisors Inc. 39,024 39,354 +330 +0.85%
Symphony Financial Ltd. Co. 5,790 5,831 +41 +0.71%
Shulman DeMeo Asset Management LLC 4,601 4,628 +27 +0.59%
Jeppson Wealth Management LLC 6,359 6,384 +25 +0.39%
Czech National Bank 44,879 45,036 +157 +0.35%
Archford Capital Strategies LLC 6,203 6,219 +16 +0.26%
Rockland Trust Co. 12,946 12,973 +27 +0.21%
Allen Mooney & Barnes Investment Advisors LLC 133,554 133,830 +276 +0.21%
Cyndeo Wealth Partners LLC 5,168 5,173 +5 +0.10%
Stanley Laman Group Ltd. 33,999 34,024 +25 +0.07%
Albert D Mason Inc. 4,174 4,175 +1 +0.02%
13F Filers Reporting New Positions In LYB
Wiley BROS. Aintree Capital LLC 0 3,750 +3,750 +100%
First Financialcorp IN 0 32 +32 +100%
CHURCHILL MANAGEMENT Corp 0 123,026 +123,026 +100%
Proffitt & Goodson Inc. 0 914 +914 +100%
Founders Financial Securities LLC 0 3,624 +3,624 +100%
Private Ocean LLC 0 64 +64 +100%
Donald L. Hagan LLC 0 1,957 +1,957 +100%
Wealthcare Advisory Partners LLC 0 3,182 +3,182 +100%
Symmetry Partners LLC 0 5,951 +5,951 +100%
Inscription Capital LLC 0 4,590 +4,590 +100%
Lake Street Financial LLC 0 2,556 +2,556 +100%
Jackson Square Capital LLC 0 8,154 +8,154 +100%
Next Level Private LLC 0 2,189 +2,189 +100%
Redmont Wealth Advisors LLC 0 47 +47 +100%
Simplicity Wealth LLC 0 13,396 +13,396 +100%
Register Financial Advisors LLC 0 43 +43 +100%
Portside Wealth Group LLC 0 5,525 +5,525 +100%
Norden Group LLC 0 36,032 +36,032 +100%
13F Filers With Unchanged Share Count
Cigna Investments Inc. New 2,770 2,770 UNCH 0.00%
State of Michigan Retirement System 75,565 75,565 UNCH 0.00%
Salem Investment Counselors Inc. 470 470 UNCH 0.00%
Arcadia Investment Management Corp MI 100 100 UNCH 0.00%
Optimum Investment Advisors 3,500 3,500 UNCH 0.00%
Peoples Financial Services CORP. 158 158 UNCH 0.00%
M&R Capital Management Inc. 51 51 UNCH 0.00%
Burke & Herbert Bank & Trust Co. 5,135 5,135 UNCH 0.00%
Cumberland Advisors Inc. 5,300 5,300 UNCH 0.00%
Farmers & Merchants Investments Inc. 170 170 UNCH 0.00%
AlphaMark Advisors LLC 400 400 UNCH 0.00%
Hartford Financial Management Inc. 6,000 6,000 UNCH 0.00%
Atlas Capital Advisors LLC 138 138 UNCH 0.00%
Harbor Investment Advisory LLC 89 89 UNCH 0.00%
Asset Dedication LLC 28 28 UNCH 0.00%
Alta Advisers Ltd 800 800 UNCH 0.00%
Westside Investment Management Inc. 125 125 UNCH 0.00%
ARGA Investment Management LP 9,308 9,308 UNCH 0.00%
Strategic Advisors LLC 3,165 3,165 UNCH 0.00%
JJJ Advisors Inc. 750 750 UNCH 0.00%
CKW Financial Group 800 800 UNCH 0.00%
Sunbelt Securities Inc. 8,381 8,381 UNCH 0.00%
Perpetual Ltd 4,900 4,900 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 69 69 UNCH 0.00%
Insight Financial Services 154 154 UNCH 0.00%
HBW Advisory Services LLC 21,203 21,203 UNCH 0.00%
PFG Private Wealth Management LLC 29 29 UNCH 0.00%
Wolff Wiese Magana LLC 28 28 UNCH 0.00%
City State Bank 905 905 UNCH 0.00%
BancFirst Trust & Investment Management 2,804 2,804 UNCH 0.00%
Coston McIsaac & Partners 16 16 UNCH 0.00%
Forza Wealth Management LLC 11,745 11,745 UNCH 0.00%
Arlington Trust Co LLC 903 903 UNCH 0.00%
Financial Perspectives Inc 27 27 UNCH 0.00%
Transcendent Capital Group LLC 99 99 UNCH 0.00%
13F Filers Decreasing LYB Share Count
Gradient Investments LLC 534 18 -516 -96.63%
Oak Thistle LLC 14,999 2,930 -12,069 -80.47%
WASHINGTON TRUST Co 233 68 -165 -70.82%
Bruce G. Allen Investments LLC 471 161 -310 -65.82%
Portman Square Capital LLP 8,047 3,478 -4,569 -56.78%
Kempner Capital Management Inc. 26,376 13,067 -13,309 -50.46%
Webster Bank N. A. 429 229 -200 -46.62%
Rosenberg Matthew Hamilton 190 110 -80 -42.11%
MV Capital Management Inc. 86 50 -36 -41.86%
Bangor Savings Bank 1,173 760 -413 -35.21%
Assenagon Asset Management S.A. 375,433 254,259 -121,174 -32.28%
Financial Management Professionals Inc. 88 62 -26 -29.55%
Versant Capital Management Inc 7 5 -2 -28.57%
Astoria Portfolio Advisors LLC. 3,131 2,243 -888 -28.36%
Banque Cantonale Vaudoise 32,154 23,040 -9,114 -28.34%
Zurcher Kantonalbank Zurich Cantonalbank 166,635 121,760 -44,875 -26.93%
SeaCrest Wealth Management LLC 3,060 2,238 -822 -26.86%
Lindbrook Capital LLC 913 684 -229 -25.08%
Kingswood Wealth Advisors LLC 4,296 3,238 -1,058 -24.63%
Allspring Global Investments Holdings LLC 34,217 26,111 -8,106 -23.69%
Juncture Wealth Strategies LLC 7,463 5,765 -1,698 -22.75%
Brookstone Capital Management 2,465 1,982 -483 -19.59%
E&G Advisors LP 4,550 3,750 -800 -17.58%
Amalgamated Bank 76,974 63,729 -13,245 -17.21%
Cedrus LLC 3,540 2,931 -609 -17.20%
Ignite Planners LLC 10,052 8,450 -1,602 -15.94%
Park Place Capital Corp 8,252 7,006 -1,246 -15.10%
Arvest Investments Inc. 21,045 17,890 -3,155 -14.99%
Accurate Wealth Management LLC 4,882 4,195 -687 -14.07%
Fortitude Family Office LLC 197 171 -26 -13.20%
Capital Investment Advisory Services LLC 2,314 2,013 -301 -13.01%
Valley National Advisers Inc. 325 285 -40 -12.31%
Opinicus Capital Inc. 2,589 2,274 -315 -12.17%
Mendota Financial Group LLC 555 495 -60 -10.81%
State of Alaska Department of Revenue 48,659 43,414 -5,245 -10.78%
Clarius Group LLC 2,950 2,660 -290 -9.83%
Thrive Wealth Management LLC 4,535 4,111 -424 -9.35%
Ashton Thomas Private Wealth LLC 5,575 5,061 -514 -9.22%
Hennion & Walsh Asset Management Inc. 7,807 7,122 -685 -8.77%
AdvisorNet Financial Inc 896 822 -74 -8.26%
New York State Teachers Retirement System 283,567 260,324 -23,243 -8.20%
Optas LLC 3,780 3,471 -309 -8.17%
Robeco Institutional Asset Management B.V. 459,403 422,367 -37,036 -8.06%
RDA Financial Network 3,425 3,152 -273 -7.97%
Sumitomo Mitsui Trust Holdings Inc. 730,693 672,535 -58,158 -7.96%
Palumbo Wealth Management LLC 3,263 3,023 -240 -7.36%
Veriti Management LLC 8,425 7,836 -589 -6.99%
Monument Capital Management 3,607 3,359 -248 -6.88%
CVA Family Office LLC 75 70 -5 -6.67%
RMR Wealth Builders 6,833 6,391 -442 -6.47%
Coastal Investment Advisors Inc. 5,304 4,969 -335 -6.32%
Hexagon Capital Partners LLC 3,767 3,543 -224 -5.95%
Bank of New York Mellon Corp 1,960,317 1,854,763 -105,554 -5.38%
Procyon Private Wealth Partners LLC 7,116 6,760 -356 -5.00%
Centennial Wealth Advisory LLC 5,913 5,624 -289 -4.89%
Ballentine Partners LLC 3,326 3,166 -160 -4.81%
Raymond James & Associates 895,670 859,954 -35,716 -3.99%
Oakworth Capital Inc. 880 845 -35 -3.98%
Louisiana State Employees Retirement System 15,500 14,900 -600 -3.87%
Adell Harriman & Carpenter Inc. 68,259 65,699 -2,560 -3.75%
Regions Financial Corp 345,820 333,437 -12,383 -3.58%
GAMMA Investing LLC 599 580 -19 -3.17%
tru Independence LLC 53,568 52,051 -1,517 -2.83%
Advocate Group LLC 49,577 48,258 -1,319 -2.66%
Park Avenue Securities LLC 26,343 25,745 -598 -2.27%
New Mexico Educational Retirement Board 13,250 12,950 -300 -2.26%
Valeo Financial Advisors LLC 5,696 5,573 -123 -2.16%
Fluent Financial LLC 33,692 32,966 -726 -2.15%
Oliver Luxxe Assets LLC 22,601 22,148 -453 -2.00%
Raymond James Financial Services Advisors Inc. 113,319 111,179 -2,140 -1.89%
Mather Group LLC. 2,634 2,588 -46 -1.75%
SJS Investment Consulting Inc. 58 57 -1 -1.72%
Eastover Investment Advisors LLC 63,652 62,640 -1,012 -1.59%
Citizens Business Bank 37,080 36,593 -487 -1.31%
Wealth Enhancement Advisory Services LLC 30,701 30,421 -280 -0.91%
Aspire Private Capital LLC 230 228 -2 -0.87%
Miller Howard Investments Inc. NY 499,618 495,249 -4,369 -0.87%
BluePath Capital Management LLC 6,306 6,255 -51 -0.81%
Fulton Bank N.A. 29,145 28,967 -178 -0.61%
Cairn Investment Group Inc. 43,419 43,244 -175 -0.40%
Capital Asset Advisory Services LLC 2,722 2,712 -10 -0.37%
FSC Wealth Advisors LLC 279 278 -1 -0.36%
Foster & Motley Inc. 55,791 55,619 -172 -0.31%
CENTRAL TRUST Co 7,575 7,552 -23 -0.30%
Woodmont Investment Counsel LLC 61,721 61,548 -173 -0.28%
IVC Wealth Advisors LLC 11,826 11,815 -11 -0.09%
Wedge Capital Management L L P NC 78,239 78,175 -64 -0.08%
Natixis Advisors L.P. 97,664 97,600 -64 -0.07%
Traynor Capital Management Inc. 2,188 2,187 -1 -0.05%
Gateway Investment Advisers LLC 170,722 170,699 -23 -0.01%
13F Filers Exiting LYB
BKM Wealth Management LLC 148 0 -148 -100.00%
McGlone Suttner Wealth Management Inc. 74 0 -74 -100.00%
Peterson Financial Group Inc. 6,737 0 -6,737 -100.00%
Piscataqua Savings Bank 79 0 -79 -100.00%
Tennessee Valley Asset Management Partners 19 0 -19 -100.00%
Berger Financial Group Inc 48,928 0 -48,928 -100.00%
International Assets Investment Management LLC 147,242 0 -147,242 -100.00%
Steel Peak Wealth Management LLC 9,403 0 -9,403 -100.00%
Mountain Capital Investment Advisors Inc 8,739 0 -8,739 -100.00%
Flagship Harbor Advisors LLC 2,597 0 -2,597 -100.00%
TRUE Private Wealth Advisors 2,444 0 -2,444 -100.00%
Sugarloaf Wealth Management LLC 148 0 -148 -100.00%
Dakota Wealth Management 2,669 0 -2,669 -100.00%
Verity & Verity LLC 116,202 0 -116,202 -100.00%
Cutler Group LP 18,889 0 -18,889 -100.00%
Simplex Trading LLC 43,559 0 -43,559 -100.00%
Diversified Trust Co 4,247 0 -4,247 -100.00%
Exchange Traded Concepts LLC 285 0 -285 -100.00%
Arlington Partners LLC 903 0 -903 -100.00%
American National Bank 93 0 -93 -100.00%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 53,740 0 -53,740 -100.00%
Bourgeon Capital Management LLC 500 0 -500 -100.00%

See Summary: Institutional Holders of LYB
See Details: Top 10 Hedge Funds Holding LYB
Also See: LYB Insider Buying

LYB Holdings Changes | www.HoldingsChannel.com

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