HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MASI Share Count | ||||
| Rise Advisors LLC | 20 | 154 | +134 | +670.00% |
| GAMMA Investing LLC | 54 | 148 | +94 | +174.07% |
| SJS Investment Consulting Inc. | 5 | 13 | +8 | +160.00% |
| Allspring Global Investments Holdings LLC | 24,466 | 46,607 | +22,141 | +90.50% |
| Exchange Traded Concepts LLC | 7,758 | 10,984 | +3,226 | +41.58% |
| Cardinal Capital Management | 11,802 | 14,764 | +2,962 | +25.10% |
| New Mexico Educational Retirement Board | 9,900 | 10,500 | +600 | +6.06% |
| State of Michigan Retirement System | 10,696 | 10,896 | +200 | +1.87% |
| Raymond James & Associates | 179,615 | 181,611 | +1,996 | +1.11% |
| 13F Filers Reporting New Positions In MASI | ||||
| Mather Group LLC. | 0 | 6 | +6 | +100% |
| Riverview Trust Co | 0 | 169 | +169 | +100% |
| Juncture Wealth Strategies LLC | 0 | 2,027 | +2,027 | +100% |
| SeaCrest Wealth Management LLC | 0 | 1,790 | +1,790 | +100% |
| Sound Income Strategies LLC | 0 | 85 | +85 | +100% |
| Financial Synergies Wealth Advisors Inc. | 0 | 2 | +2 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Barrett & Company Inc. | 1,133 | 1,133 | UNCH | 0.00% |
| Adirondack Trust Co. | 12 | 12 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 18 | 18 | UNCH | 0.00% |
| State of Alaska Department of Revenue | 4,794 | 4,794 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 970 | 970 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 2 | 2 | UNCH | 0.00% |
| JJJ Advisors Inc. | 49 | 49 | UNCH | 0.00% |
| Versant Capital Management Inc | 15 | 15 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 3,736 | 3,736 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 360 | 360 | UNCH | 0.00% |
| Laurus Investment Counsel Inc. | 7,710 | 7,710 | UNCH | 0.00% |
| Lockerman Financial Group Inc. | 14,400 | 14,400 | UNCH | 0.00% |
| WFA Asset Management Corp | 12 | 12 | UNCH | 0.00% |
| 13F Filers Decreasing MASI Share Count | ||||
| Sunbelt Securities Inc. | 54 | 20 | -34 | -62.96% |
| Oak Thistle LLC | 4,233 | 1,976 | -2,257 | -53.32% |
| NBC Securities Inc. | 255 | 155 | -100 | -39.22% |
| Handelsinvest Investeringsforvaltning | 3,239 | 2,132 | -1,107 | -34.18% |
| CWM LLC | 1,318 | 1,110 | -208 | -15.78% |
| Wealth Enhancement Advisory Services LLC | 2,787 | 2,498 | -289 | -10.37% |
| Sumitomo Mitsui Trust Holdings Inc. | 413,815 | 391,889 | -21,926 | -5.30% |
| 180 Wealth Advisors LLC | 2,214 | 2,158 | -56 | -2.53% |
| Massmutual Trust Co. FSB ADV | 243 | 239 | -4 | -1.65% |
| 13F Filers Exiting MASI | ||||
| Global Wealth Strategies & Associates | 50 | 0 | -50 | -100.00% |
| Byrne Asset Management LLC | 240 | 0 | -240 | -100.00% |
| AdvisorNet Financial Inc | 6 | 0 | -6 | -100.00% |
| Weiss Multi Strategy Advisers LLC | 12,000 | 0 | -12,000 | -100.00% |
See Summary: Institutional Holders of MASI
See Details: Top 10 Hedge Funds Holding MASI
Also See: MASI Insider Buying
