HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MC Share Count | ||||
| CWM LLC | 295 | 2,314 | +2,019 | +684.41% |
| Massmutual Trust Co. FSB ADV | 10 | 40 | +30 | +300.00% |
| Hexagon Capital Partners LLC | 265 | 657 | +392 | +147.92% |
| Natixis Advisors L.P. | 146,449 | 253,662 | +107,213 | +73.21% |
| Private Trust Co. NA | 620 | 1,044 | +424 | +68.39% |
| Trust Point Inc. | 12,681 | 18,047 | +5,366 | +42.32% |
| KLR Investment Advisors LLC | 4,665 | 5,966 | +1,301 | +27.89% |
| O ROURKE & COMPANY Inc | 5,644 | 6,181 | +537 | +9.51% |
| Wasatch Advisors Inc. | 3,257,846 | 3,417,643 | +159,797 | +4.90% |
| Peak Financial Advisors LLC | 8,470 | 8,715 | +245 | +2.89% |
| Campbell Newman Asset Management Inc. | 15,827 | 16,219 | +392 | +2.48% |
| NBT Bank N A NY | 56 | 57 | +1 | +1.79% |
| Arden Trust Co | 6,340 | 6,350 | +10 | +0.16% |
| Capital Investment Advisory Services LLC | 6,728 | 6,732 | +4 | +0.06% |
| 13F Filers Reporting New Positions In MC | ||||
| First Financialcorp IN | 0 | 79 | +79 | +100% |
| Wesbanco Bank Inc. | 0 | 9,809 | +9,809 | +100% |
| Cookson Peirce & Co. Inc. | 0 | 16,620 | +16,620 | +100% |
| Harbor Investment Advisory LLC | 0 | 54 | +54 | +100% |
| Simplex Trading LLC | 0 | 609 | +609 | +100% |
| Mather Group LLC. | 0 | 39 | +39 | +100% |
| Verity & Verity LLC | 0 | 5,000 | +5,000 | +100% |
| Assenagon Asset Management S.A. | 0 | 26,286 | +26,286 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 89,173 | +89,173 | +100% |
| Simon Quick Advisors LLC | 0 | 3,530 | +3,530 | +100% |
| Blue Zone Wealth Advisors LLC | 0 | 56,595 | +56,595 | +100% |
| Rise Advisors LLC | 0 | 225 | +225 | +100% |
| Allspring Global Investments Holdings LLC | 0 | 413 | +413 | +100% |
| nVerses Capital LLC | 0 | 1,500 | +1,500 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First Hawaiian Bank | 12,626 | 12,626 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 45 | 45 | UNCH | 0.00% |
| Westside Investment Management Inc. | 29 | 29 | UNCH | 0.00% |
| Allworth Financial LP | 31 | 31 | UNCH | 0.00% |
| Sound Income Strategies LLC | 44 | 44 | UNCH | 0.00% |
| Versant Capital Management Inc | 51 | 51 | UNCH | 0.00% |
| Global Retirement Partners LLC | 275 | 275 | UNCH | 0.00% |
| Lindbrook Capital LLC | 273 | 273 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 10 | 10 | UNCH | 0.00% |
| Eagle Rock Investment Company LLC | 34,888 | 34,888 | UNCH | 0.00% |
| Tritonpoint Wealth LLC | 4,492 | 4,492 | UNCH | 0.00% |
| 13F Filers Decreasing MC Share Count | ||||
| AdvisorNet Financial Inc | 14 | 4 | -10 | -71.43% |
| GAMMA Investing LLC | 619 | 332 | -287 | -46.37% |
| Juncture Wealth Strategies LLC | 11,599 | 6,300 | -5,299 | -45.68% |
| Strata Wealth Advisors LLC | 52,050 | 30,143 | -21,907 | -42.09% |
| City State Bank | 550 | 350 | -200 | -36.36% |
| Fifth Third Bancorp | 183 | 136 | -47 | -25.68% |
| Amalgamated Bank | 27,233 | 20,838 | -6,395 | -23.48% |
| Ausbil Investment Management Ltd | 14,252 | 11,526 | -2,726 | -19.13% |
| New York State Teachers Retirement System | 21,024 | 18,046 | -2,978 | -14.16% |
| Raymond James Financial Services Advisors Inc. | 4,773 | 4,347 | -426 | -8.93% |
| Zurcher Kantonalbank Zurich Cantonalbank | 14,337 | 13,409 | -928 | -6.47% |
| Hennion & Walsh Asset Management Inc. | 33,749 | 31,698 | -2,051 | -6.08% |
| Bank of New York Mellon Corp | 754,205 | 726,009 | -28,196 | -3.74% |
| Heritage Wealth Management LLC | 4,926 | 4,772 | -154 | -3.13% |
| Regions Financial Corp | 104,518 | 101,772 | -2,746 | -2.63% |
| Verdence Capital Advisors LLC | 33,054 | 32,518 | -536 | -1.62% |
| Raymond James Trust N.A. | 4,307 | 4,244 | -63 | -1.46% |
| Tributary Capital Management LLC | 441,588 | 435,383 | -6,205 | -1.41% |
| Louisiana State Employees Retirement System | 33,400 | 33,000 | -400 | -1.20% |
| Raymond James & Associates | 367,981 | 363,668 | -4,313 | -1.17% |
| State of Alaska Department of Revenue | 40,992 | 40,612 | -380 | -0.93% |
| Maryland State Retirement & Pension System | 24,229 | 24,022 | -207 | -0.85% |
| Salvus Wealth Management LLC | 62,153 | 61,653 | -500 | -0.80% |
| 13F Filers Exiting MC | ||||
| Mendota Financial Group LLC | 614 | 0 | -614 | -100.00% |
| International Assets Investment Management LLC | 3,199 | 0 | -3,199 | -100.00% |
| Curated Wealth Partners LLC | 9,622 | 0 | -9,622 | -100.00% |
| Friedenthal Financial | 12,976 | 0 | -12,976 | -100.00% |
| Vaughan Nelson Investment Management L.P. | 752,615 | 0 | -752,615 | -100.00% |
See Summary: Institutional Holders of MC
See Details: Top 10 Hedge Funds Holding MC
Also See: MC Insider Buying
