MUR Holdings Changes

This page summarizes the MUR 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 MUR 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 MUR Share Count
Versant Capital Management Inc	13	120	+107	+823.08%
Capital Advisors Ltd. LLC	27	36	+9	+33.33%
Godsey & Gibb Associates	2,556	3,392	+836	+32.71%
Vaughan Nelson Investment Management L.P.	920,205	1,132,305	+212,100	+23.05%
Massmutual Trust Co. FSB ADV	211	253	+42	+19.91%
CWM LLC	2,234	2,547	+313	+14.01%
Moody National Bank Trust Division	19,258	20,543	+1,285	+6.67%
Bruce G. Allen Investments LLC	683	712	+29	+4.25%
Louisiana State Employees Retirement System	41,200	41,800	+600	+1.46%
State of Michigan Retirement System	35,247	35,647	+400	+1.13%
Regions Financial Corp	60,892	61,523	+631	+1.04%
Assenagon Asset Management S.A.	569,532	573,470	+3,938	+0.69%
Paragon Capital Management Ltd	4,947	4,979	+32	+0.65%
Willis Investment Counsel	243,236	243,407	+171	+0.07%
13F Filers Reporting New Positions In MUR
Robeco Institutional Asset Management B.V.	0	0	UNCH	100%
First Financialcorp IN	0	81	+81	+100%
Atwood & Palmer Inc.	0	185	+185	+100%
Westend Capital Management LLC	0	132	+132	+100%
Mather Group LLC.	0	51	+51	+100%
Wealth Enhancement Advisory Services LLC	0	5,233	+5,233	+100%
MV Capital Management Inc.	0	2	+2	+100%
Monument Capital Management	0	4,425	+4,425	+100%
Rise Advisors LLC	0	660	+660	+100%
Hexagon Capital Partners LLC	0	203	+203	+100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co	483	483	UNCH	0.00%
Valley National Advisers Inc.	35	35	UNCH	0.00%
New Mexico Educational Retirement Board	29,900	29,900	UNCH	0.00%
Spirit of America Management Corp NY	5,000	5,000	UNCH	0.00%
Foundation Resource Management Inc.	6,050	6,050	UNCH	0.00%
Farmers & Merchants Investments Inc.	2,939	2,939	UNCH	0.00%
Private Trust Co. NA	5	5	UNCH	0.00%
Benin Management CORP	9,414	9,414	UNCH	0.00%
State of Alaska Department of Revenue	15,855	15,855	UNCH	0.00%
Adams Asset Advisors LLC	5,165	5,165	UNCH	0.00%
AdvisorNet Financial Inc	265	265	UNCH	0.00%
Fruth Investment Management	62,321	62,321	UNCH	0.00%
DekaBank Deutsche Girozentrale	5,827	5,827	UNCH	0.00%
Livforsakringsbolaget Skandia Omsesidigt	18,100	18,100	UNCH	0.00%
Financial Management Professionals Inc.	798	798	UNCH	0.00%
Moisand Fitzgerald Tamayo LLC	146	146	UNCH	0.00%
Security National Bank	197,560	197,560	UNCH	0.00%
Sound Income Strategies LLC	72	72	UNCH	0.00%
Tsfg LLC	235	235	UNCH	0.00%
Rosenberg Matthew Hamilton	4,000	4,000	UNCH	0.00%
Crestmont Private Wealth LLC	8,783	8,783	UNCH	0.00%
13F Filers Decreasing MUR Share Count
Pflug Koory LLC	1,800	450	-1,350	-75.00%
Fortitude Family Office LLC	179	47	-132	-73.74%
Park Place Capital Corp	1,147	565	-582	-50.74%
Raymond James Financial Services Advisors Inc.	21,516	15,817	-5,699	-26.49%
Global Retirement Partners LLC	36	31	-5	-13.89%
Cambridge Investment Research Advisors Inc.	9,139	7,883	-1,256	-13.74%
Amalgamated Bank	84,010	76,166	-7,844	-9.34%
SJS Investment Consulting Inc.	51	47	-4	-7.84%
Wedge Capital Management L L P NC	122,988	115,541	-7,447	-6.06%
GAMMA Investing LLC	3,823	3,620	-203	-5.31%
Mustard Seed Financial LLC	19,025	18,079	-946	-4.97%
Hennion & Walsh Asset Management Inc.	10,167	9,716	-451	-4.44%
Raymond James & Associates	120,131	115,401	-4,730	-3.94%
Affinity Wealth Management LLC	28,203	27,389	-814	-2.89%
Park Avenue Securities LLC	12,455	12,124	-331	-2.66%
Fifth Third Bancorp	18,649	18,229	-420	-2.25%
Spire Wealth Management	510	502	-8	-1.57%
Trust Point Inc.	4,818	4,751	-67	-1.39%
Allspring Global Investments Holdings LLC	204,796	204,242	-554	-0.27%
International Assets Investment Management LLC	49,013	48,900	-113	-0.23%
13F Filers Exiting MUR
Financial Synergies Wealth Advisors Inc.	10	0	-10	-100.00%
BKM Wealth Management LLC	200	0	-200	-100.00%
First PREMIER Bank	39	0	-39	-100.00%
Private Ocean LLC	100	0	-100	-100.00%
Gradient Investments LLC	58	0	-58	-100.00%
Cutler Group LP	1,962	0	-1,962	-100.00%
Diversified Trust Co	16,476	0	-16,476	-100.00%
Weiss Multi Strategy Advisers LLC	157,820	0	-157,820	-100.00%
AlphaMark Advisors LLC	5,751	0	-5,751	-100.00%
Los Angeles Capital Management & Equity Research Inc.	43,053	0	-43,053	-100.00%

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

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