HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MUFG Share Count | ||||
| Allspring Global Investments Holdings LLC | 15,095 | 38,724 | +23,629 | +156.54% |
| AdvisorNet Financial Inc | 738 | 1,442 | +704 | +95.39% |
| CVA Family Office LLC | 147 | 245 | +98 | +66.67% |
| CWM LLC | 623 | 907 | +284 | +45.59% |
| Hexagon Capital Partners LLC | 5,089 | 6,570 | +1,481 | +29.10% |
| Trust Point Inc. | 18,515 | 22,613 | +4,098 | +22.13% |
| GAMMA Investing LLC | 18,700 | 21,865 | +3,165 | +16.93% |
| Atlas Capital Advisors LLC | 65,712 | 75,376 | +9,664 | +14.71% |
| Naviter Wealth LLC | 231,179 | 262,208 | +31,029 | +13.42% |
| Aprio Wealth Management LLC | 15,804 | 17,670 | +1,866 | +11.81% |
| Claro Advisors LLC | 27,702 | 30,033 | +2,331 | +8.41% |
| Ballentine Partners LLC | 43,383 | 46,401 | +3,018 | +6.96% |
| Valeo Financial Advisors LLC | 34,890 | 36,939 | +2,049 | +5.87% |
| Traveka Wealth LLC | 35,205 | 36,795 | +1,590 | +4.52% |
| 180 Wealth Advisors LLC | 26,237 | 27,381 | +1,144 | +4.36% |
| Wedmont Private Capital | 16,892 | 17,606 | +714 | +4.23% |
| Optas LLC | 28,182 | 28,350 | +168 | +0.60% |
| Boston Common Asset Management LLC | 402,579 | 403,756 | +1,177 | +0.29% |
| 13F Filers Reporting New Positions In MUFG | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 19,662 | +19,662 | +100% |
| First Financialcorp IN | 0 | 390 | +390 | +100% |
| Salem Investment Counselors Inc. | 0 | 787 | +787 | +100% |
| Confluence Investment Management LLC | 0 | 92,156 | +92,156 | +100% |
| Harbor Investment Advisory LLC | 0 | 54 | +54 | +100% |
| Mather Group LLC. | 0 | 659 | +659 | +100% |
| Financial Management Professionals Inc. | 0 | 103 | +103 | +100% |
| BTC Capital Management Inc. | 0 | 101,201 | +101,201 | +100% |
| Shilanski & Associates Inc. | 0 | 33,457 | +33,457 | +100% |
| Rise Advisors LLC | 0 | 2,594 | +2,594 | +100% |
| Redmont Wealth Advisors LLC | 0 | 2,173 | +2,173 | +100% |
| Norden Group LLC | 0 | 216,865 | +216,865 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| JJJ Advisors Inc. | 244 | 244 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 343 | 343 | UNCH | 0.00% |
| Harbour Capital Advisors LLC | 71,560 | 71,560 | UNCH | 0.00% |
| Successful Portfolios LLC | 44,470 | 44,470 | UNCH | 0.00% |
| 17 Capital Partners LLC | 111,683 | 111,683 | UNCH | 0.00% |
| Wallace Advisory Group LLC | 12,200 | 12,200 | UNCH | 0.00% |
| Arlington Trust Co LLC | 185 | 185 | UNCH | 0.00% |
| Bruce G. Allen Investments LLC | 611 | 611 | UNCH | 0.00% |
| Sunpointe LLC | 12,204 | 12,204 | UNCH | 0.00% |
| 13F Filers Decreasing MUFG Share Count | ||||
| Park Place Capital Corp | 5,005 | 1,385 | -3,620 | -72.33% |
| Stratos Wealth Partners LTD. | 31,285 | 16,363 | -14,922 | -47.70% |
| VanderPol Investments L.L.C. | 24,397 | 19,211 | -5,186 | -21.26% |
| Pinnacle Bank | 857 | 687 | -170 | -19.84% |
| OLD National Bancorp IN | 26,725 | 21,628 | -5,097 | -19.07% |
| NBC Securities Inc. | 31,106 | 25,283 | -5,823 | -18.72% |
| Vanguard Capital Wealth Advisors | 15,500 | 14,000 | -1,500 | -9.68% |
| Clarius Group LLC | 46,891 | 42,597 | -4,294 | -9.16% |
| First Affirmative Financial Network | 20,289 | 18,525 | -1,764 | -8.69% |
| Portside Wealth Group LLC | 31,282 | 29,854 | -1,428 | -4.56% |
| Veriti Management LLC | 428,450 | 413,772 | -14,678 | -3.43% |
| Keel Point LLC | 26,657 | 25,871 | -786 | -2.95% |
| Procyon Private Wealth Partners LLC | 33,939 | 32,999 | -940 | -2.77% |
| Park Avenue Securities LLC | 96,782 | 95,671 | -1,111 | -1.15% |
| Legacy Wealth Asset Management LLC | 245,500 | 244,160 | -1,340 | -0.55% |
| Five Oceans Advisors | 24,846 | 24,842 | -4 | -0.02% |
| 13F Filers Exiting MUFG | ||||
| Veracity Capital LLC | 12,729 | 0 | -12,729 | -100.00% |
| Bourgeon Capital Management LLC | 385 | 0 | -385 | -100.00% |
| Calton & Associates Inc. | 28,125 | 0 | -28,125 | -100.00% |
See Summary: Institutional Holders of MUFG
See Details: Top 10 Hedge Funds Holding MUFG
