MBIN Holdings Changes

This page summarizes the MBIN 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 MBIN 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 MBIN Share Count
Raymond James & Associates	33,953	54,951	+20,998	+61.84%
Allspring Global Investments Holdings LLC	63,576	81,261	+17,685	+27.82%
Wedge Capital Management L L P NC	15,748	19,156	+3,408	+21.64%
Denali Advisors LLC	80,633	81,313	+680	+0.84%
13F Filers Reporting New Positions In MBIN
Harbor Investment Advisory LLC	0	57	+57	+100%
CWM LLC	0	27	+27	+100%
13F Filers With Unchanged Share Count
Atwood & Palmer Inc.	1	1	UNCH	0.00%
Capital Advisors Ltd. LLC	318	318	UNCH	0.00%
13F Filers Decreasing MBIN Share Count
Amalgamated Bank	1,359	510	-849	-62.47%
Los Angeles Capital Management & Equity Research Inc.	61,990	31,632	-30,358	-48.97%
Valeo Financial Advisors LLC	256,829	235,321	-21,508	-8.37%
GAMMA Investing LLC	134	128	-6	-4.48%
Sapient Capital LLC	80,020	77,213	-2,807	-3.51%
Twelve Points Wealth Management LLC	31,733	31,651	-82	-0.26%
13F Filers Exiting MBIN
Advisor Resource Council	25,271	0	-25,271	-100.00%
Venturi Wealth Management LLC	44	0	-44	-100.00%

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

MBIN Holdings Changes | www.HoldingsChannel.com