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MRVL Holdings Changes image
This page summarizes the MRVL 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 MRVL 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 MRVL Share Count
Coston McIsaac & Partners 5 12 +7 +140.00%
NBC Securities Inc. 862 1,938 +1,076 +124.83%
Sound Income Strategies LLC 67 129 +62 +92.54%
Stratos Wealth Advisors LLC 5,998 10,743 +4,745 +79.11%
Webster Bank N. A. 107 189 +82 +76.64%
Harbor Investment Advisory LLC 107 188 +81 +75.70%
Jackson Square Capital LLC 29,880 52,427 +22,547 +75.46%
Bruce G. Allen Investments LLC 250 391 +141 +56.40%
Hennion & Walsh Asset Management Inc. 5,865 8,151 +2,286 +38.98%
MJP Associates Inc. ADV 6,529 8,187 +1,658 +25.39%
New England Research & Management Inc. 12,975 15,925 +2,950 +22.74%
Salem Investment Counselors Inc. 1,824 2,197 +373 +20.45%
Dynamic Advisor Solutions LLC 4,590 5,493 +903 +19.67%
WD Rutherford LLC 5,415 6,465 +1,050 +19.39%
RMR Wealth Builders 5,677 6,558 +881 +15.52%
Ballentine Partners LLC 4,800 5,457 +657 +13.69%
RFG Advisory LLC 20,933 23,669 +2,736 +13.07%
Wedmont Private Capital 4,277 4,809 +532 +12.44%
DNB Asset Management AS 171,671 192,225 +20,554 +11.97%
CWM LLC 14,289 15,761 +1,472 +10.30%
Register Financial Advisors LLC 7,203 7,804 +601 +8.34%
Stratos Wealth Partners LTD. 11,958 12,886 +928 +7.76%
Octavia Wealth Advisors LLC 5,443 5,847 +404 +7.42%
Banque Cantonale Vaudoise 39,014 41,903 +2,889 +7.41%
Flagship Harbor Advisors LLC 3,367 3,592 +225 +6.68%
Stephenson National Bank & Trust 6,750 7,185 +435 +6.44%
Wealthcare Advisory Partners LLC 6,572 6,928 +356 +5.42%
AdvisorNet Financial Inc 3,524 3,695 +171 +4.85%
Park Avenue Securities LLC 32,045 33,387 +1,342 +4.19%
Wealth Enhancement Advisory Services LLC 45,789 47,290 +1,501 +3.28%
GAMMA Investing LLC 3,345 3,439 +94 +2.81%
Procyon Private Wealth Partners LLC 5,956 6,105 +149 +2.50%
First Hawaiian Bank 8,100 8,286 +186 +2.30%
Bouvel Investment Partners LLC 57,394 58,534 +1,140 +1.99%
CHICAGO TRUST Co NA 4,190 4,263 +73 +1.74%
Adirondack Trust Co. 2,126 2,145 +19 +0.89%
Gulf International Bank UK Ltd 73,513 74,107 +594 +0.81%
Cyndeo Wealth Partners LLC 3,553 3,575 +22 +0.62%
Moody National Bank Trust Division 15,997 16,075 +78 +0.49%
CVA Family Office LLC 2,943 2,950 +7 +0.24%
Green Alpha Advisors LLC 11,382 11,408 +26 +0.23%
Mather Group LLC. 4,428 4,436 +8 +0.18%
13F Filers Reporting New Positions In MRVL
Wiley BROS. Aintree Capital LLC 0 6,189 +6,189 +100%
Baldwin Brothers Inc. MA 0 1,140 +1,140 +100%
Optimum Investment Advisors 0 500 +500 +100%
WBH Advisory Inc. 0 3,912 +3,912 +100%
IMC Chicago LLC 0 22,606 +22,606 +100%
Annex Advisory Services LLC 0 4,224 +4,224 +100%
Stanley Laman Group Ltd. 0 56,052 +56,052 +100%
Foresight Capital Management Advisors Inc. 0 3,200 +3,200 +100%
Global Trust Asset Management LLC 0 8 +8 +100%
Tlwm 0 8,462 +8,462 +100%
Jeppson Wealth Management LLC 0 2,830 +2,830 +100%
Fifth Third Wealth Advisors LLC 0 3,250 +3,250 +100%
Ameliora Wealth Management Ltd. 0 1,000 +1,000 +100%
Daymark Wealth Partners LLC 0 4,900 +4,900 +100%
CIC Wealth LLC 0 3,161 +3,161 +100%
13F Filers With Unchanged Share Count
ST Germain D J Co. Inc. 1,510 1,510 UNCH 0.00%
Toth Financial Advisory Corp 95 95 UNCH 0.00%
Barrett & Company Inc. 600 600 UNCH 0.00%
Factory Mutual Insurance Co. 61,166 61,166 UNCH 0.00%
Woodstock Corp 12,129 12,129 UNCH 0.00%
Central Bank & Trust Co. 3,502 3,502 UNCH 0.00%
Thompson Investment Management Inc. 40,600 40,600 UNCH 0.00%
Acropolis Investment Management LLC 3,996 3,996 UNCH 0.00%
Bangor Savings Bank 235 235 UNCH 0.00%
Indiana Trust & Investment Management CO 67 67 UNCH 0.00%
Asset Dedication LLC 822 822 UNCH 0.00%
David R. Rahn & Associates Inc. 56,297 56,297 UNCH 0.00%
Perkins Coie Trust Co 18 18 UNCH 0.00%
Symmetry Partners LLC 5,595 5,595 UNCH 0.00%
Northwest Capital Management Inc 353 353 UNCH 0.00%
Versant Capital Management Inc 625 625 UNCH 0.00%
Carolina Wealth Advisors LLC 100 100 UNCH 0.00%
Cedar Mountain Advisors LLC 100 100 UNCH 0.00%
Atticus Wealth Management LLC 176 176 UNCH 0.00%
Davis Capital Management 100 100 UNCH 0.00%
SOA Wealth Advisors LLC. 23 23 UNCH 0.00%
Maryland Capital Advisors Inc. 584 584 UNCH 0.00%
City State Bank 6,163 6,163 UNCH 0.00%
KRS Capital Management LLC 8,632 8,632 UNCH 0.00%
Armstrong Advisory Group Inc. 41 41 UNCH 0.00%
Signature Resources Capital Management LLC 32 32 UNCH 0.00%
Fortitude Family Office LLC 79 79 UNCH 0.00%
Trifecta Capital Advisors LLC 1,274 1,274 UNCH 0.00%
West Paces Advisors Inc. 40 40 UNCH 0.00%
Voisard Asset Management Group Inc. 1,000 1,000 UNCH 0.00%
13F Filers Decreasing MRVL Share Count
Exchange Traded Concepts LLC 49,768 2,346 -47,422 -95.29%
International Assets Investment Management LLC 8,478 3,047 -5,431 -64.06%
Royal Fund Management LLC 23,603 9,696 -13,907 -58.92%
180 Wealth Advisors LLC 9,256 6,078 -3,178 -34.33%
Game Plan Financial Advisors LLC 630 430 -200 -31.75%
Deltec Asset Management LLC 158,231 110,731 -47,500 -30.02%
Sunbelt Securities Inc. 3,378 2,659 -719 -21.28%
Calton & Associates Inc. 4,056 3,302 -754 -18.59%
Los Angeles Capital Management & Equity Research Inc. 12,961 10,589 -2,372 -18.30%
Parisi Gray Wealth Management 4,332 3,600 -732 -16.90%
First Citizens Bank & Trust Co. 7,059 6,254 -805 -11.40%
Tsfg LLC 1,632 1,481 -151 -9.25%
Gateway Investment Advisers LLC 125,114 113,915 -11,199 -8.95%
Kingswood Wealth Advisors LLC 14,184 13,216 -968 -6.82%
JJJ Advisors Inc. 76 74 -2 -2.63%
NorthCrest Asset Manangement LLC 12,446 12,146 -300 -2.41%
Arden Trust Co 3,432 3,358 -74 -2.16%
Arlington Trust Co LLC 1,336 1,318 -18 -1.35%
Perpetual Ltd 23,564 23,337 -227 -0.96%
Grandview Asset Management LLC 24,413 24,250 -163 -0.67%
Papp L Roy & Associates 107,242 107,040 -202 -0.19%
Massmutual Trust Co. FSB ADV 55,310 55,241 -69 -0.12%
13F Filers Exiting MRVL
Polianta Ltd 16,600 0 -16,600 -100.00%
Benson Investment Management Company Inc. 76,661 0 -76,661 -100.00%
Juncture Wealth Strategies LLC 4,500 0 -4,500 -100.00%
AMF Pensionsforsakring AB 184,819 0 -184,819 -100.00%
Weiss Multi Strategy Advisers LLC 200,000 0 -200,000 -100.00%
American National Bank 171 0 -171 -100.00%
Country Trust Bank 36 0 -36 -100.00%

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

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