This page summarizes the MTBA 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 MTBA 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 Share Count 3/31/2024 Share Count Change % Change
13F Filers Increasing MTBA Share Count
Park Edge Advisors LLC
17,050
148,291
+ 131,241
+ 769.74%
Cambridge Advisors Inc.
9,700
12,582
+ 2,882
+ 29.71%
Andina Capital Management LLC
89,548
110,503
+ 20,955
+ 23.40%
Venturi Wealth Management LLC
900
1,000
+ 100
+ 11.11%
Commonwealth Equity Services LLC
118,756
128,387
+ 9,631
+ 8.11%
13F Filers Reporting New Positions In MTBA
Charter Trust Co.
0
192,283
+ 192,283
+ 100%
Dakota Wealth Management
0
40,062
+ 40,062
+ 100%
Stony Point Wealth Management Inc.
0
22,118
+ 22,118
+ 100%
Aprio Wealth Management LLC
0
149,924
+ 149,924
+ 100%
Peak Financial Advisors LLC
0
299,313
+ 299,313
+ 100%
13F Filers Exiting MTBA
JTC Employer Solutions Trusteee Ltd
9,866
0
- 9,866
- 100.00%
See Summary: Institutional Holders of MTBA
See Details: Top 10 Hedge Funds Holding MTBA
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