HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MUA Share Count | ||||
| HighTower Advisors LLC | 14,451 | 34,921 | +20,470 | +141.65% |
| Gladstone Institutional Advisory LLC | 11,211 | 15,244 | +4,033 | +35.97% |
| Janney Montgomery Scott LLC | 13,354 | 17,505 | +4,151 | +31.08% |
| Prospera Financial Services Inc | 26,444 | 32,875 | +6,431 | +24.32% |
| Robinson Capital Management LLC | 248,861 | 306,212 | +57,351 | +23.05% |
| Fortitude Advisory Group L.L.C. | 12,235 | 14,462 | +2,227 | +18.20% |
| Royal Bank of Canada | 55,302 | 65,244 | +9,942 | +17.98% |
| LPL Financial LLC | 44,005 | 51,633 | +7,628 | +17.33% |
| Guggenheim Capital LLC | 997,316 | 1,105,194 | +107,878 | +10.82% |
| Mariner LLC | 431,045 | 473,934 | +42,889 | +9.95% |
| Van ECK Associates Corp | 248,813 | 272,517 | +23,704 | +9.53% |
| Bank of America Corp DE | 872,842 | 950,417 | +77,575 | +8.89% |
| Commonwealth Equity Services LLC | 149,177 | 155,617 | +6,440 | +4.32% |
| Rivernorth Capital Management LLC | 1,272,647 | 1,327,035 | +54,388 | +4.27% |
| UBS Group AG | 254,664 | 262,951 | +8,287 | +3.25% |
| Morgan Stanley | 239,521 | 245,819 | +6,298 | +2.63% |
| GWM Advisors LLC | 360 | 367 | +7 | +1.94% |
| Rockefeller Capital Management L.P. | 143,338 | 146,007 | +2,669 | +1.86% |
| Susquehanna International Group LLP | 11,901 | 12,088 | +187 | +1.57% |
| Steward Partners Investment Advisory LLC | 86,018 | 87,149 | +1,131 | +1.31% |
| Melfa Wealth Management LLC | 85,244 | 85,561 | +317 | +0.37% |
| CWM LLC | 4,131 | 4,134 | +3 | +0.07% |
| 13F Filers Reporting New Positions In MUA | ||||
| Nomura Holdings Inc. | 0 | 10,838 | +10,838 | +100% |
| Citadel Advisors LLC | 0 | 31,129 | +31,129 | +100% |
| Cetera Advisor Networks LLC | 0 | 10,018 | +10,018 | +100% |
| Advisory Services Network LLC | 0 | 3,500 | +3,500 | +100% |
| Cetera Investment Advisers | 0 | 14,415 | +14,415 | +100% |
| AE Wealth Management LLC | 0 | 10,553 | +10,553 | +100% |
| Kovack Advisors Inc. | 0 | 10,512 | +10,512 | +100% |
| Advisor Resource Council | 0 | 24,650 | +24,650 | +100% |
| Kestra Advisory Services LLC | 0 | 15,412 | +15,412 | +100% |
| Kingswood Wealth Advisors LLC | 0 | 17,145 | +17,145 | +100% |
| Burford Brothers Inc. | 0 | 17,500 | +17,500 | +100% |
| Pineridge Advisors LLC | 0 | 2,714 | +2,714 | +100% |
| Creekmur Asset Management LLC | 0 | 2,032 | +2,032 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 3,101 | 3,101 | UNCH | 0.00% |
| CENTRAL TRUST Co | 546 | 546 | UNCH | 0.00% |
| Proequities Inc. | 1,903 | 1,903 | UNCH | 0.00% |
| Citigroup Inc. | 1 | 1 | UNCH | 0.00% |
| Comerica Bank | 760 | 760 | UNCH | 0.00% |
| Nations Financial Group Inc. IA ADV | 20,000 | 20,000 | UNCH | 0.00% |
| Wedbush Securities Inc. | 23,555 | 23,555 | UNCH | 0.00% |
| Sandy Spring Bank | 2,500 | 2,500 | UNCH | 0.00% |
| Neuberger Berman Group LLC | 11,002 | 11,002 | UNCH | 0.00% |
| Wealth Enhancement Advisory Services LLC | 27,134 | 27,134 | UNCH | 0.00% |
| IFP Advisors Inc | 728 | 728 | UNCH | 0.00% |
| Key Financial Inc | 1,657 | 1,657 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 11,460 | 11,460 | UNCH | 0.00% |
| Walker Asset Management LLC | 16,352 | 16,352 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 5,280 | 5,280 | UNCH | 0.00% |
| 13F Filers Decreasing MUA Share Count | ||||
| CNH Partners LLC | 54,074 | 15,578 | -38,496 | -71.19% |
| Farther Finance Advisors LLC | 11,477 | 4,913 | -6,564 | -57.19% |
| Oarsman Capital Inc. | 22,430 | 10,075 | -12,355 | -55.08% |
| Raymond James Financial Services Advisors Inc. | 178,968 | 116,209 | -62,759 | -35.07% |
| Advisor Group Holdings Inc. | 516,700 | 337,020 | -179,680 | -34.77% |
| Gill Capital Partners LLC | 57,605 | 37,917 | -19,688 | -34.18% |
| Ameriprise Financial Inc. | 103,675 | 78,291 | -25,384 | -24.48% |
| Creative Planning | 19,758 | 15,748 | -4,010 | -20.30% |
| Invesco Ltd. | 26,095 | 21,613 | -4,482 | -17.18% |
| Keudell Morrison Wealth Management | 61,551 | 53,616 | -7,935 | -12.89% |
| The PNC Financial Services Group Inc. | 115,282 | 102,051 | -13,231 | -11.48% |
| Raymond James & Associates | 72,648 | 65,701 | -6,947 | -9.56% |
| Truist Financial Corp | 12,829 | 11,721 | -1,108 | -8.64% |
| Wells Fargo & Company MN | 93,709 | 87,053 | -6,656 | -7.10% |
| Investment Partners LTD. | 15,782 | 14,782 | -1,000 | -6.34% |
| Advisors Asset Management Inc. | 153,298 | 148,226 | -5,072 | -3.31% |
| Keybank National Association OH | 654,273 | 642,000 | -12,273 | -1.88% |
| Regatta Capital Group LLC | 202,834 | 199,109 | -3,725 | -1.84% |
| 13F Filers Exiting MUA | ||||
| Woodline Partners LP | 136,118 | 0 | -136,118 | -100.00% |
| FNY Investment Advisers LLC | 800 | 0 | -800 | -100.00% |
| Parallel Advisors LLC | 2,975 | 0 | -2,975 | -100.00% |
| RFG Advisory LLC | 18,428 | 0 | -18,428 | -100.00% |
| Arlington Capital Management Inc. | 24,272 | 0 | -24,272 | -100.00% |
| Adviser Investments LLC | 10,700 | 0 | -10,700 | -100.00% |
| Gradient Investments LLC | 68 | 0 | -68 | -100.00% |
| United Capital Financial Advisers LLC | 16,169 | 0 | -16,169 | -100.00% |
| Cambridge Investment Research Advisors Inc. | 14,281 | 0 | -14,281 | -100.00% |
| Bank of New York Mellon Corp | 31,861 | 0 | -31,861 | -100.00% |
| Wolverine Asset Management LLC | 5,826 | 0 | -5,826 | -100.00% |
| Northwestern Mutual Wealth Management Co. | 2,500 | 0 | -2,500 | -100.00% |
See Summary: Institutional Holders of MUA
See Details: Top 10 Hedge Funds Holding MUA
Also See: MUA Insider Buying
