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MCHP Holdings Changes image
This page summarizes the MCHP 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 MCHP 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 MCHP Share Count
Hennessy Advisors Inc. 1,458 33,454 +31,996 +2194.51%
Park Place Capital Corp 993 3,644 +2,651 +266.97%
RFG Advisory LLC 3,910 12,841 +8,931 +228.41%
Park Avenue Securities LLC 19,427 58,140 +38,713 +199.27%
MCF Advisors LLC 23 59 +36 +156.52%
Cooper Financial Group 3,875 9,861 +5,986 +154.48%
SOA Wealth Advisors LLC. 279 530 +251 +89.96%
Dynamic Advisor Solutions LLC 12,836 23,194 +10,358 +80.69%
Stephenson National Bank & Trust 263 414 +151 +57.41%
GoalVest Advisory LLC 402 602 +200 +49.75%
First Financialcorp IN 721 1,058 +337 +46.74%
Bruce G. Allen Investments LLC 975 1,382 +407 +41.74%
Harbor Investment Advisory LLC 79 110 +31 +39.24%
GAMMA Investing LLC 3,001 4,107 +1,106 +36.85%
Cullinan Associates Inc. 8,600 11,600 +3,000 +34.88%
Symmetry Partners LLC 6,052 7,728 +1,676 +27.69%
Claro Advisors LLC 3,779 4,699 +920 +24.35%
CWM LLC 19,690 23,724 +4,034 +20.49%
Andina Capital Management LLC 3,057 3,675 +618 +20.22%
Corundum Group Inc. 3,479 4,172 +693 +19.92%
First Citizens Bank & Trust Co. 7,289 8,629 +1,340 +18.38%
Indiana Trust & Investment Management CO 844 999 +155 +18.36%
RMR Wealth Builders 7,570 8,903 +1,333 +17.61%
Wealthcare Advisory Partners LLC 2,352 2,704 +352 +14.97%
Flagship Harbor Advisors LLC 2,354 2,693 +339 +14.40%
New Mexico Educational Retirement Board 28,500 32,300 +3,800 +13.33%
Aspire Private Capital LLC 1,490 1,671 +181 +12.15%
Fulton Bank N.A. 49,986 55,409 +5,423 +10.85%
Hennion & Walsh Asset Management Inc. 44,369 48,994 +4,625 +10.42%
Garrett Investment Advisors LLC 25,979 28,565 +2,586 +9.95%
Sunbelt Securities Inc. 8,565 9,356 +791 +9.24%
Fifth Third Wealth Advisors LLC 3,802 4,101 +299 +7.86%
Iams Wealth Management LLC 13,527 14,539 +1,012 +7.48%
Foster & Motley Inc. 47,255 49,629 +2,374 +5.02%
First PREMIER Bank 400 416 +16 +4.00%
Portside Wealth Group LLC 2,533 2,624 +91 +3.59%
OneAscent Financial Services LLC 2,399 2,476 +77 +3.21%
Exchange Traded Concepts LLC 162,701 167,284 +4,583 +2.82%
Northwest Investment Counselors LLC 37,475 38,504 +1,029 +2.75%
Trust Co. of Toledo NA OH 78,049 80,101 +2,052 +2.63%
Capital Advisors Ltd. LLC 413 423 +10 +2.42%
Wealth Enhancement Advisory Services LLC 290,693 295,427 +4,734 +1.63%
Ballentine Partners LLC 3,194 3,244 +50 +1.57%
Wedmont Private Capital 4,700 4,757 +57 +1.21%
M. Kraus & Co 99,475 100,638 +1,163 +1.17%
Sound Income Strategies LLC 103 104 +1 +0.97%
Gulf International Bank UK Ltd 44,670 44,945 +275 +0.62%
M&R Capital Management Inc. 170 171 +1 +0.59%
Keel Point LLC 3,427 3,443 +16 +0.47%
Czech National Bank 94,761 95,081 +320 +0.34%
Grimes & Company Inc. 4,757 4,771 +14 +0.29%
Green Alpha Advisors LLC 8,931 8,953 +22 +0.25%
CVA Family Office LLC 2,360 2,366 +6 +0.25%
Cullen Investment Group LTD. 2,914 2,921 +7 +0.24%
Twelve Points Wealth Management LLC 12,229 12,254 +25 +0.20%
Papp L Roy & Associates 30,104 30,127 +23 +0.08%
13F Filers Reporting New Positions In MCHP
Deltec Asset Management LLC 0 10,000 +10,000 +100%
Founders Financial Securities LLC 0 7,672 +7,672 +100%
IMC Chicago LLC 0 11,941 +11,941 +100%
BTC Capital Management Inc. 0 25,175 +25,175 +100%
Richardson Capital Management LLC 0 500 +500 +100%
Ariston Services Group 0 3,764 +3,764 +100%
Enterprise Bank & Trust Co 0 2,236 +2,236 +100%
Jackson Square Capital LLC 0 6,979 +6,979 +100%
Rise Advisors LLC 0 307 +307 +100%
Annapolis Financial Services LLC 0 218 +218 +100%
Register Financial Advisors LLC 0 210 +210 +100%
13F Filers With Unchanged Share Count
Neville Rodie & Shaw Inc. 2,994 2,994 UNCH 0.00%
Rockland Trust Co. 3,588 3,588 UNCH 0.00%
Park National Corp OH 4,200 4,200 UNCH 0.00%
ST Germain D J Co. Inc. 700 700 UNCH 0.00%
Salem Investment Counselors Inc. 1,124 1,124 UNCH 0.00%
Guyasuta Investment Advisors Inc. 3,400 3,400 UNCH 0.00%
Spirit of America Management Corp NY 6,450 6,450 UNCH 0.00%
Webster Bank N. A. 974 974 UNCH 0.00%
Bourne Lent Asset Management Inc. 7,720 7,720 UNCH 0.00%
Woodmont Investment Counsel LLC 8,990 8,990 UNCH 0.00%
Farmers & Merchants Investments Inc. 790 790 UNCH 0.00%
First Financial Bank Trust Division 3,760 3,760 UNCH 0.00%
Liberty Capital Management Inc. 3,962 3,962 UNCH 0.00%
Gibson Capital LLC 2,600 2,600 UNCH 0.00%
Atlas Capital Advisors LLC 7,851 7,851 UNCH 0.00%
Welch Group LLC 3,323 3,323 UNCH 0.00%
Asset Dedication LLC 55 55 UNCH 0.00%
JJJ Advisors Inc. 45 45 UNCH 0.00%
Private Ocean LLC 912 912 UNCH 0.00%
Roble Belko & Company Inc 408 408 UNCH 0.00%
Douglas Lane & Associates LLC 7,487 7,487 UNCH 0.00%
Pinnacle Bank 1,094 1,094 UNCH 0.00%
Security National Bank 6,268 6,268 UNCH 0.00%
17 Capital Partners LLC 20,260 20,260 UNCH 0.00%
Northwest Capital Management Inc 18 18 UNCH 0.00%
Pathway Financial Advisors LLC 3,140 3,140 UNCH 0.00%
General Partner Inc. 600 600 UNCH 0.00%
Tsfg LLC 22 22 UNCH 0.00%
Apeiron RIA LLC 2,953 2,953 UNCH 0.00%
Hoese & Co LLP 300 300 UNCH 0.00%
Bank of New Hampshire 18,374 18,374 UNCH 0.00%
Ameliora Wealth Management Ltd. 100 100 UNCH 0.00%
Armstrong Advisory Group Inc. 1,056 1,056 UNCH 0.00%
Horizons Wealth Management 34 34 UNCH 0.00%
Fortitude Family Office LLC 322 322 UNCH 0.00%
Stephens Consulting LLC 855 855 UNCH 0.00%
Trifecta Capital Advisors LLC 800 800 UNCH 0.00%
Halpern Financial Inc. 158 158 UNCH 0.00%
Exchange Bank 3,432 3,432 UNCH 0.00%
Peirce Capital Management LLC 6,000 6,000 UNCH 0.00%
1858 Wealth Management LLC 2,717 2,717 UNCH 0.00%
13F Filers Decreasing MCHP Share Count
Versant Capital Management Inc 1,525 213 -1,312 -86.03%
Banque Cantonale Vaudoise 14,718 2,485 -12,233 -83.12%
Compass Wealth Management LLC 10,384 3,026 -7,358 -70.86%
CX Institutional 41,561 12,547 -29,014 -69.81%
Thompson Investment Management Inc. 1,775 575 -1,200 -67.61%
Los Angeles Capital Management & Equity Research Inc. 82,819 26,875 -55,944 -67.55%
New England Research & Management Inc. 8,650 3,250 -5,400 -62.43%
Compass Ion Advisors LLC 23,202 13,006 -10,196 -43.94%
Arlington Trust Co LLC 187 106 -81 -43.32%
West Oak Capital LLC 882 532 -350 -39.68%
Chesley Taft & Associates LLC 6,078 3,898 -2,180 -35.87%
Allspring Global Investments Holdings LLC 1,465,452 960,810 -504,642 -34.44%
Chapin Davis Inc. 3,390 2,390 -1,000 -29.50%
Richard P Slaughter Associates Inc 4,055 3,055 -1,000 -24.66%
Piscataqua Savings Bank 7,791 5,983 -1,808 -23.21%
TrimTabs Asset Management LLC 28,034 21,806 -6,228 -22.22%
Hexagon Capital Partners LLC 611 483 -128 -20.95%
SPF Beheer BV 627,915 510,579 -117,336 -18.69%
Chicago Capital LLC 10,782 8,857 -1,925 -17.85%
Clarius Group LLC 4,780 4,026 -754 -15.77%
Bangor Savings Bank 68 58 -10 -14.71%
First Hawaiian Bank 49,320 42,572 -6,748 -13.68%
Pallas Capital Advisors LLC 13,270 11,716 -1,554 -11.71%
SeaCrest Wealth Management LLC 4,527 4,016 -511 -11.29%
Independence Bank of Kentucky 2,404 2,149 -255 -10.61%
AdvisorNet Financial Inc 699 633 -66 -9.44%
Arbor Trust Wealth Advisors LLC 7,650 7,000 -650 -8.50%
West Paces Advisors Inc. 206 189 -17 -8.25%
DNB Asset Management AS 86,412 79,453 -6,959 -8.05%
Manning & Napier Group LLC 160,900 148,132 -12,768 -7.94%
City Holding Co. 40,905 37,771 -3,134 -7.66%
CHICAGO TRUST Co NA 4,704 4,366 -338 -7.19%
Peoples Financial Services CORP. 39,980 37,630 -2,350 -5.88%
Central Bank & Trust Co. 174 165 -9 -5.17%
Stratos Wealth Partners LTD. 5,738 5,455 -283 -4.93%
Massmutual Trust Co. FSB ADV 142,399 135,986 -6,413 -4.50%
Hartford Investment Management Co. 36,451 34,856 -1,595 -4.38%
Burke & Herbert Bank & Trust Co. 2,445 2,343 -102 -4.17%
Capital Investment Advisors LLC 4,046 3,902 -144 -3.56%
Brookstone Capital Management 7,587 7,331 -256 -3.37%
Gateway Investment Advisers LLC 4,058 3,940 -118 -2.91%
Canandaigua National Bank & Trust Co. 12,615 12,263 -352 -2.79%
Trust Co. of Virginia VA 229,467 223,175 -6,292 -2.74%
Exchange Capital Management Inc. 42,487 41,392 -1,095 -2.58%
Wolff Wiese Magana LLC 400 390 -10 -2.50%
NBC Securities Inc. 7,707 7,528 -179 -2.32%
SJS Investment Consulting Inc. 88 86 -2 -2.27%
PayPay Securities Corp 46 45 -1 -2.17%
Tompkins Financial Corp 7,080 6,929 -151 -2.13%
Optas LLC 2,906 2,846 -60 -2.06%
Mirador Capital Partners LP 3,095 3,038 -57 -1.84%
Procyon Private Wealth Partners LLC 14,557 14,298 -259 -1.78%
Plimoth Trust Co. LLC 12,964 12,735 -229 -1.77%
Greenfield Savings Bank 10,316 10,166 -150 -1.45%
Tributary Capital Management LLC 6,902 6,802 -100 -1.45%
OLD National Bancorp IN 86,517 85,433 -1,084 -1.25%
Ellsworth Advisors LLC 28,822 28,465 -357 -1.24%
MV Capital Management Inc. 484 478 -6 -1.24%
Atlantic Union Bankshares Corp 21,622 21,382 -240 -1.11%
International Assets Investment Management LLC 3,326 3,302 -24 -0.72%
Brookmont Capital Management 42,953 42,658 -295 -0.69%
Boltwood Capital Management 35,555 35,340 -215 -0.60%
Oak Asset Management LLC 27,125 27,044 -81 -0.30%
Norway Savings Bank 36,197 36,089 -108 -0.30%
Global Trust Asset Management LLC 18,262 18,214 -48 -0.26%
Mather Group LLC. 7,768 7,756 -12 -0.15%
State of Michigan Retirement System 159,718 159,618 -100 -0.06%
WoodTrust Financial Corp 61,033 61,012 -21 -0.03%
13F Filers Exiting MCHP
BKM Wealth Management LLC 301 0 -301 -100.00%
Kingswood Wealth Advisors LLC 2,432 0 -2,432 -100.00%
McGlone Suttner Wealth Management Inc. 689 0 -689 -100.00%
Little House Capital LLC 5,136 0 -5,136 -100.00%
Rheos Capital Works Inc. 110,000 0 -110,000 -100.00%
Narus Financial Partners LLC 2,236 0 -2,236 -100.00%
Benson Investment Management Company Inc. 49,280 0 -49,280 -100.00%
Financial Management Professionals Inc. 214 0 -214 -100.00%
Perkins Coie Trust Co 15 0 -15 -100.00%
Arlington Partners LLC 106 0 -106 -100.00%
Dumont & Blake Investment Advisors LLC 2,458 0 -2,458 -100.00%
Overbrook Management Corp 119,854 0 -119,854 -100.00%
Country Trust Bank 252 0 -252 -100.00%

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

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