HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MBUU Share Count | ||||
| FMR LLC | 784 | 125,470 | +124,686 | +15903.83% |
| The PNC Financial Services Group Inc. | 15 | 321 | +306 | +2040.00% |
| Principal Securities Inc. | 338 | 1,698 | +1,360 | +402.37% |
| CenterBook Partners LP | 34,382 | 160,246 | +125,864 | +366.08% |
| Lord Abbett & CO. LLC | 94,353 | 312,731 | +218,378 | +231.45% |
| VELA Investment Management LLC | 7,751 | 23,070 | +15,319 | +197.64% |
| Strs Ohio | 6,000 | 15,000 | +9,000 | +150.00% |
| Quantbot Technologies LP | 2,960 | 6,568 | +3,608 | +121.89% |
| Landscape Capital Management L.L.C. | 30,790 | 61,410 | +30,620 | +99.45% |
| Bank of Montreal Can | 6,216 | 11,257 | +5,041 | +81.10% |
| Principal Financial Group Inc. | 5,339 | 9,293 | +3,954 | +74.06% |
| Jump Financial LLC | 16,568 | 27,476 | +10,908 | +65.84% |
| Russell Investments Group Ltd. | 9,594 | 14,926 | +5,332 | +55.58% |
| BNP Paribas Arbitrage SA | 12,565 | 19,453 | +6,888 | +54.82% |
| Cooke & Bieler LP | 920,761 | 1,348,476 | +427,715 | +46.45% |
| Proequities Inc. | 291 | 419 | +128 | +43.99% |
| New York Life Investment Management LLC | 6,164 | 8,833 | +2,669 | +43.30% |
| Nisa Investment Advisors LLC | 16 | 22 | +6 | +37.50% |
| Benjamin Edwards Inc. | 2,618 | 3,573 | +955 | +36.48% |
| Envestnet Asset Management Inc. | 45,015 | 60,592 | +15,577 | +34.60% |
| Legato Capital Management LLC | 11,965 | 16,075 | +4,110 | +34.35% |
| Raymond James & Associates | 12,077 | 15,612 | +3,535 | +29.27% |
| JPMorgan Chase & Co. | 274,496 | 352,790 | +78,294 | +28.52% |
| Allspring Global Investments Holdings LLC | 77,581 | 99,207 | +21,626 | +27.88% |
| Empowered Funds LLC | 39,842 | 48,322 | +8,480 | +21.28% |
| US Bancorp DE | 411 | 485 | +74 | +18.00% |
| Exchange Traded Concepts LLC | 7,598 | 8,879 | +1,281 | +16.86% |
| Charles Schwab Investment Management Inc. | 174,773 | 192,458 | +17,685 | +10.12% |
| Connor Clark & Lunn Investment Management Ltd. | 7,106 | 7,653 | +547 | +7.70% |
| Bessemer Group Inc. | 286,786 | 307,486 | +20,700 | +7.22% |
| First Trust Advisors LP | 83,931 | 88,070 | +4,139 | +4.93% |
| Geode Capital Management LLC | 490,289 | 506,191 | +15,902 | +3.24% |
| Wells Fargo & Company MN | 12,708 | 13,059 | +351 | +2.76% |
| Dimensional Fund Advisors LP | 998,994 | 1,020,178 | +21,184 | +2.12% |
| Credit Suisse AG | 30,345 | 30,968 | +623 | +2.05% |
| Rhumbline Advisers | 30,587 | 31,005 | +418 | +1.37% |
| State Board of Administration of Florida Retirement System | 5,803 | 5,873 | +70 | +1.21% |
| Victory Capital Management Inc. | 1,626 | 1,630 | +4 | +0.25% |
| 13F Filers Reporting New Positions In MBUU | ||||
| Truist Financial Corp | 0 | 6,229 | +6,229 | +100% |
| National Bank of Canada FI | 0 | 28 | +28 | +100% |
| Denali Advisors LLC | 0 | 5,100 | +5,100 | +100% |
| Campbell & CO Investment Adviser LLC | 0 | 21,831 | +21,831 | +100% |
| Signaturefd LLC | 0 | 29 | +29 | +100% |
| YHB Investment Advisors Inc. | 0 | 372 | +372 | +100% |
| Simplex Trading LLC | 0 | 5,631 | +5,631 | +100% |
| CWM LLC | 0 | 9 | +9 | +100% |
| Fernwood Investment Management LLC | 0 | 211 | +211 | +100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 0 | 4 | +4 | +100% |
| CWM Advisors LLC | 0 | 7,018 | +7,018 | +100% |
| Versant Capital Management Inc | 0 | 12 | +12 | +100% |
| PAX Financial Group LLC | 0 | 13,375 | +13,375 | +100% |
| Inspire Advisors LLC | 0 | 23,283 | +23,283 | +100% |
| Quest Partners LLC | 0 | 14 | +14 | +100% |
| De Lisle Partners LLP | 0 | 100,369 | +100,369 | +100% |
| WealthCollab LLC | 0 | 39 | +39 | +100% |
| Central Pacific Bank Trust Division | 0 | 3,258 | +3,258 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Franklin Resources Inc. | 10,612 | 10,612 | UNCH | 0.00% |
| Huntington National Bank | 1 | 1 | UNCH | 0.00% |
| Kornitzer Capital Management Inc. KS | 17,900 | 17,900 | UNCH | 0.00% |
| Great West Life Assurance Co. Can | 2,003 | 2,003 | UNCH | 0.00% |
| Ameritas Investment Partners Inc. | 2,021 | 2,021 | UNCH | 0.00% |
| Seizert Capital Partners LLC | 5,816 | 5,816 | UNCH | 0.00% |
| Handelsbanken Fonder AB | 4,900 | 4,900 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 160 | 160 | UNCH | 0.00% |
| Sandy Spring Bank | 2 | 2 | UNCH | 0.00% |
| Nuveen Asset Management LLC | 57,996 | 57,996 | UNCH | 0.00% |
| Swiss National Bank | 40,500 | 40,500 | UNCH | 0.00% |
| First Horizon Advisors Inc. | 73 | 73 | UNCH | 0.00% |
| Oakworth Capital Inc. | 34 | 34 | UNCH | 0.00% |
| Unison Advisors LLC | 8,744 | 8,744 | UNCH | 0.00% |
| EverSource Wealth Advisors LLC | 20 | 20 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 957 | 957 | UNCH | 0.00% |
| Covestor Ltd | 2 | 2 | UNCH | 0.00% |
| TD Waterhouse Canada Inc. | 61 | 61 | UNCH | 0.00% |
| 13F Filers Decreasing MBUU Share Count | ||||
| Geneos Wealth Management Inc. | 115 | 15 | -100 | -86.96% |
| Advisor Group Holdings Inc. | 6,784 | 1,299 | -5,485 | -80.85% |
| Whittier Trust Co. | 46 | 12 | -34 | -73.91% |
| Amalgamated Bank | 2,489 | 717 | -1,772 | -71.19% |
| Citigroup Inc. | 11,798 | 4,777 | -7,021 | -59.51% |
| First Hawaiian Bank | 11,443 | 6,203 | -5,240 | -45.79% |
| FIL Ltd | 809,475 | 449,475 | -360,000 | -44.47% |
| Sei Investments Co. | 127,880 | 76,765 | -51,115 | -39.97% |
| Susquehanna International Group LLP | 15,638 | 10,359 | -5,279 | -33.76% |
| Zurcher Kantonalbank Zurich Cantonalbank | 6,272 | 4,294 | -1,978 | -31.54% |
| New York State Common Retirement Fund | 18,675 | 13,066 | -5,609 | -30.03% |
| RE Advisers Corp | 89,179 | 62,579 | -26,600 | -29.83% |
| Renaissance Technologies LLC | 262,001 | 189,801 | -72,200 | -27.56% |
| Richardson Financial Services Inc. | 142 | 111 | -31 | -21.83% |
| XTX Topco Ltd | 6,891 | 5,527 | -1,364 | -19.79% |
| UBS Group AG | 29,511 | 23,858 | -5,653 | -19.16% |
| Summit Global Investments | 23,045 | 19,559 | -3,486 | -15.13% |
| LSV Asset Management | 88,000 | 80,100 | -7,900 | -8.98% |
| Global Retirement Partners LLC | 34 | 31 | -3 | -8.82% |
| Kendall Capital Management | 10,283 | 9,543 | -740 | -7.20% |
| Bank of New York Mellon Corp | 100,937 | 95,174 | -5,763 | -5.71% |
| Meritage Portfolio Management | 5,489 | 5,188 | -301 | -5.48% |
| Fort Washington Investment Advisors Inc. OH | 365,540 | 346,719 | -18,821 | -5.15% |
| Vanguard Group Inc. | 1,246,991 | 1,189,436 | -57,555 | -4.62% |
| BlackRock Inc. | 1,630,712 | 1,585,315 | -45,397 | -2.78% |
| Arizona State Retirement System | 5,742 | 5,606 | -136 | -2.37% |
| Nordea Investment Management AB | 99,555 | 98,477 | -1,078 | -1.08% |
| American International Group Inc. | 10,113 | 10,027 | -86 | -0.85% |
| 13F Filers Exiting MBUU | ||||
| GAMMA Investing LLC | 13 | 0 | -13 | -100.00% |
| Susquehanna Portfolio Strategies LLC | 4,199 | 0 | -4,199 | -100.00% |
| CI Private Wealth LLC | 4,360 | 0 | -4,360 | -100.00% |
| Andina Capital Management LLC | 4,100 | 0 | -4,100 | -100.00% |
| Koss Olinger Consulting LLC | 29,680 | 0 | -29,680 | -100.00% |
| International Assets Investment Management LLC | 877 | 0 | -877 | -100.00% |
| Hohimer Wealth Management LLC | 10,438 | 0 | -10,438 | -100.00% |
| Carolina Wealth Advisors LLC | 77 | 0 | -77 | -100.00% |
| Healthcare of Ontario Pension Plan Trust Fund | 4,000 | 0 | -4,000 | -100.00% |
| Affinity Investment Advisors LLC | 5,404 | 0 | -5,404 | -100.00% |
| HRT Financial LP | 5,744 | 0 | -5,744 | -100.00% |
| Raymond James Financial Services Advisors Inc. | 41,686 | 0 | -41,686 | -100.00% |
| HighTower Advisors LLC | 3,791 | 0 | -3,791 | -100.00% |
| Assetmark Inc. | 26 | 0 | -26 | -100.00% |
| SG Americas Securities LLC | 3,565 | 0 | -3,565 | -100.00% |
| CI Investments Inc. | 152,666 | 0 | -152,666 | -100.00% |
| UMB Bank N A MO | 194 | 0 | -194 | -100.00% |
| Group One Trading L.P. | 4 | 0 | -4 | -100.00% |
| Brandywine Global Investment Management LLC | 55,727 | 0 | -55,727 | -100.00% |
See Summary: Institutional Holders of MBUU
See Details: Top 10 Hedge Funds Holding MBUU
Also See: MBUU Insider Buying
