This page summarizes the MSGE 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 MSGE 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).
Filer 12/31/2023 3/31/2024 Change % Change 13F Filers Increasing MSGE Share Count
Nisa Investment Advisors LLC 2,307
181,040
+ 178,733 + 7747.42%
Quent Capital LLC 34
659
+ 625 + 1838.24%
CWM LLC 24
60
+ 36 + 150.00%
Huntington National Bank 102
213
+ 111 + 108.82%
DekaBank Deutsche Girozentrale 2,597
5,236
+ 2,639 + 101.62%
HighMark Wealth Management LLC 9
18
+ 9 + 100.00%
Capstone Investment Advisors LLC 18,233
28,622
+ 10,389 + 56.98%
Exchange Traded Concepts LLC 8,604
12,121
+ 3,517 + 40.88%
Pinnacle Associates Ltd. 12,901
14,935
+ 2,034 + 15.77%
Radnor Capital Management LLC 21,720
22,845
+ 1,125 + 5.18%
13F Filers Reporting New Positions In MSGE
Proequities Inc. 0
0
UNCH 100%
Commonwealth Equity Services LLC 0
5,190
+ 5,190 + 100%
Victory Capital Management Inc. 0
8,583
+ 8,583 + 100%
Principal Financial Group Inc. 0
5,237
+ 5,237 + 100%
GSA Capital Partners LLP 0
23,081
+ 23,081 + 100%
Institute for Wealth Management LLC. 0
5,957
+ 5,957 + 100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0
299
+ 299 + 100%
Riggs Asset Managment Co. Inc. 0
7
+ 7 + 100%
FORA Capital LLC 0
11,092
+ 11,092 + 100%
Simplicity Wealth LLC 0
75,214
+ 75,214 + 100%
Central Pacific Bank Trust Division 0
8,112
+ 8,112 + 100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 5
5
UNCH 0.00%
Seizert Capital Partners LLC 32,999
32,999
UNCH 0.00%
Whittier Trust Co. 505
505
UNCH 0.00%
AdvisorNet Financial Inc 10
10
UNCH 0.00%
Signaturefd LLC 9
9
UNCH 0.00%
Westside Investment Management Inc. 416
416
UNCH 0.00%
JFS Wealth Advisors LLC 22
22
UNCH 0.00%
Versant Capital Management Inc 17
17
UNCH 0.00%
Princeton Global Asset Management LLC 16
16
UNCH 0.00%
Avion Wealth 300
300
UNCH 0.00%
Atticus Wealth Management LLC 8
8
UNCH 0.00%
Rise Advisors LLC 5
5
UNCH 0.00%
SOA Wealth Advisors LLC. 6
6
UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 4,300
4,300
UNCH 0.00%
Newbridge Financial Services Group Inc. 250
250
UNCH 0.00%
SJS Investment Consulting Inc. 6
6
UNCH 0.00%
GAMMA Investing LLC 33
33
UNCH 0.00%
Private Wealth Management Group LLC 16
16
UNCH 0.00%
13F Filers Decreasing MSGE Share Count
Amalgamated Bank 5,513
1,331
- 4,182 - 75.86%
Assenagon Asset Management S.A. 282,159
114,879
- 167,280 - 59.29%
Zurcher Kantonalbank Zurich Cantonalbank 10,687
7,735
- 2,952 - 27.62%
NBC Securities Inc. 5,670
4,515
- 1,155 - 20.37%
Allworth Financial LP 251
220
- 31 - 12.35%
Bank of New York Mellon Corp 169,780
149,280
- 20,500 - 12.07%
North Star Investment Management Corp. 110,071
108,571
- 1,500 - 1.36%
13F Filers Exiting MSGE
American Capital Advisory LLC 2
0
- 2 - 100.00%
Allspring Global Investments Holdings LLC 59,866
0
- 59,866 - 100.00%
Larson Financial Group LLC 151
0
- 151 - 100.00%
Mirae Asset Global Investments Co. Ltd. 19,661
0
- 19,661 - 100.00%
See Summary: Institutional Holders of MSGE Top 10 Hedge Funds Holding MSGE MSGE Insider Buying
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