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MELI Holdings Changes image
This page summarizes the MELI 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 MELI 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 MELI Share Count
Salem Investment Counselors Inc. 80 481 +401 +501.25%
Traynor Capital Management Inc. 319 756 +437 +136.99%
Los Angeles Capital Management & Equity Research Inc. 1,303 2,841 +1,538 +118.04%
Krane Funds Advisors LLC 141 306 +165 +117.02%
River Street Advisors LLC 150 271 +121 +80.67%
Stableford Capital II LLC 903 1,475 +572 +63.34%
Banque Cantonale Vaudoise 670 1,091 +421 +62.84%
Exchange Traded Concepts LLC 2,993 4,266 +1,273 +42.53%
OLD National Bancorp IN 202 287 +85 +42.08%
Gulf International Bank UK Ltd 3,719 4,960 +1,241 +33.37%
Catalyst Private Wealth LLC 280 363 +83 +29.64%
Dynamic Advisor Solutions LLC 675 821 +146 +21.63%
Moseley Investment Management Inc. 754 877 +123 +16.31%
Deltec Asset Management LLC 1,715 1,970 +255 +14.87%
GAMMA Investing LLC 7 8 +1 +14.29%
Slow Capital Inc. 9,867 11,215 +1,348 +13.66%
Park Avenue Securities LLC 1,511 1,705 +194 +12.84%
Legato Capital Management LLC 1,560 1,760 +200 +12.82%
Investment Partners Asset Management Inc. 202 224 +22 +10.89%
Massmutual Trust Co. FSB ADV 37 41 +4 +10.81%
Sarasin & Partners LLP 15,366 16,913 +1,547 +10.07%
Flagship Harbor Advisors LLC 510 559 +49 +9.61%
Wealth Enhancement Advisory Services LLC 2,286 2,482 +196 +8.57%
Griffin Asset Management Inc. 1,672 1,803 +131 +7.83%
Portside Wealth Group LLC 205 217 +12 +5.85%
Dohj LLC 325 338 +13 +4.00%
Timber Creek Capital Management LLC 2,724 2,771 +47 +1.73%
Moody National Bank Trust Division 833 845 +12 +1.44%
NorthCrest Asset Manangement LLC 8,156 8,250 +94 +1.15%
Harbour Capital Advisors LLC 1,260 1,265 +5 +0.40%
RFG Advisory LLC 284 285 +1 +0.35%
13F Filers Reporting New Positions In MELI
City Holding Co. 0 2 +2 +100%
ST Germain D J Co. Inc. 0 2 +2 +100%
Barrett & Company Inc. 0 25 +25 +100%
Matthews International Capital Management LLC 0 686 +686 +100%
Thompson Investment Management Inc. 0 0 UNCH 100%
Keel Point LLC 0 617 +617 +100%
Northwest Investment Counselors LLC 0 1 +1 +100%
Confluence Investment Management LLC 0 229 +229 +100%
Mather Group LLC. 0 7 +7 +100%
Annex Advisory Services LLC 0 6,813 +6,813 +100%
JJJ Advisors Inc. 0 3 +3 +100%
Evanson Asset Management LLC 0 139 +139 +100%
Juncture Wealth Strategies LLC 0 185 +185 +100%
First PREMIER Bank 0 18 +18 +100%
One Wealth Advisors LLC 0 167 +167 +100%
Sound Income Strategies LLC 0 3 +3 +100%
General Partner Inc. 0 12 +12 +100%
Future Financial Wealth Managment LLC 0 48 +48 +100%
Asio Capital LLC 0 1,462 +1,462 +100%
City State Bank 0 6 +6 +100%
Register Financial Advisors LLC 0 45 +45 +100%
Trivant Custom Portfolio Group LLC 0 50 +50 +100%
West Paces Advisors Inc. 0 40 +40 +100%
13F Filers With Unchanged Share Count
Meyer Handelman Co. 140 140 UNCH 0.00%
First Financialcorp IN 4 4 UNCH 0.00%
Toth Financial Advisory Corp 405 405 UNCH 0.00%
Optimum Investment Advisors 2 2 UNCH 0.00%
Adirondack Trust Co. 15 15 UNCH 0.00%
Cumberland Advisors Inc. 1,930 1,930 UNCH 0.00%
WBH Advisory Inc. 531 531 UNCH 0.00%
Atlas Capital Advisors LLC 36 36 UNCH 0.00%
Asset Dedication LLC 8 8 UNCH 0.00%
Financial Management Professionals Inc. 17 17 UNCH 0.00%
Parkside Advisors LLC 150 150 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 6 6 UNCH 0.00%
New Capital Management LP 200 200 UNCH 0.00%
17 Capital Partners LLC 135 135 UNCH 0.00%
Global Trust Asset Management LLC 13 13 UNCH 0.00%
Northwest Capital Management Inc 350 350 UNCH 0.00%
Vanguard Capital Wealth Advisors 400 400 UNCH 0.00%
Versant Capital Management Inc 3 3 UNCH 0.00%
Criterion Capital Advisors LLC 3 3 UNCH 0.00%
Tsfg LLC 7 7 UNCH 0.00%
CVA Family Office LLC 57 57 UNCH 0.00%
Investment Research & Advisory Group Inc. 10 10 UNCH 0.00%
Trinity Financial Advisors LLC 207 207 UNCH 0.00%
Lakehouse Capital Pty Ltd 9,456 9,456 UNCH 0.00%
Armstrong Advisory Group Inc. 55 55 UNCH 0.00%
Trifecta Capital Advisors LLC 60 60 UNCH 0.00%
Arlington Trust Co LLC 5 5 UNCH 0.00%
Evergreen Private Wealth LLC 1 1 UNCH 0.00%
13F Filers Decreasing MELI Share Count
DNB Asset Management AS 24,560 17,025 -7,535 -30.68%
CWM LLC 1,071 754 -317 -29.60%
NBC Securities Inc. 28 20 -8 -28.57%
Hennion & Walsh Asset Management Inc. 1,112 854 -258 -23.20%
True North Advisors LLC 365 282 -83 -22.74%
Global Wealth Strategies & Associates 5 4 -1 -20.00%
Park National Corp OH 208 171 -37 -17.79%
Alpha Omega Wealth Management LLC 287 249 -38 -13.24%
Harbor Investment Advisory LLC 9 8 -1 -11.11%
CHURCHILL MANAGEMENT Corp 874 799 -75 -8.58%
Baldwin Brothers Inc. MA 36 33 -3 -8.33%
Rise Advisors LLC 37 34 -3 -8.11%
Stratos Wealth Partners LTD. 365 338 -27 -7.40%
AdvisorNet Financial Inc 1,120 1,040 -80 -7.14%
Beese Fulmer Investment Management Inc. 185 172 -13 -7.03%
Centre Asset Management LLC 5,420 5,121 -299 -5.52%
B & T Capital Management DBA Alpha Capital Management 5,307 5,016 -291 -5.48%
Perpetual Ltd 164,228 155,347 -8,881 -5.41%
AMF Pensionsforsakring AB 27,833 26,382 -1,451 -5.21%
Bank of New Hampshire 77 73 -4 -5.19%
Sunbelt Securities Inc. 103 98 -5 -4.85%
Cedar Brook Financial Partners LLC 208 199 -9 -4.33%
Chicago Capital LLC 3,689 3,587 -102 -2.76%
Manning & Napier Group LLC 26,440 25,717 -723 -2.73%
RMR Wealth Builders 237 232 -5 -2.11%
Boston Common Asset Management LLC 5,671 5,558 -113 -1.99%
Stratos Wealth Advisors LLC 201 198 -3 -1.49%
Contravisory Investment Management Inc. 138 136 -2 -1.45%
Congress Park Capital LLC 5,569 5,490 -79 -1.42%
Channel Wealth LLC 1,805 1,790 -15 -0.83%
Private Capital Management LLC 440 438 -2 -0.45%
Twelve Points Wealth Management LLC 284 283 -1 -0.35%
Jeppson Wealth Management LLC 542 541 -1 -0.18%
Gateway Investment Advisers LLC 2,830 2,825 -5 -0.18%
13F Filers Exiting MELI
Bruce G. Allen Investments LLC 3 0 -3 -100.00%
Kingswood Wealth Advisors LLC 421 0 -421 -100.00%
David J Yvars Group 2,075 0 -2,075 -100.00%
International Assets Investment Management LLC 146,164 0 -146,164 -100.00%
Fourth Sail Capital LP 10,034 0 -10,034 -100.00%
Grandview Asset Management LLC 183 0 -183 -100.00%
Security National Bank 27 0 -27 -100.00%
Weiss Multi Strategy Advisers LLC 5,210 0 -5,210 -100.00%
First Hawaiian Bank 136 0 -136 -100.00%

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

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