HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing MXI Share Count | ||||
| CWM LLC | 11 | 92 | +81 | +736.36% |
| OLD Mission Capital LLC | 7,831 | 43,402 | +35,571 | +454.23% |
| Susquehanna International Group LLP | 5,178 | 24,297 | +19,119 | +369.24% |
| Bessemer Group Inc. | 1,548 | 5,063 | +3,515 | +227.07% |
| FMR LLC | 189 | 559 | +370 | +195.77% |
| Sinecera Capital LLC | 37,459 | 62,140 | +24,681 | +65.89% |
| Fisher Asset Management LLC | 14,024 | 17,009 | +2,985 | +21.28% |
| Gladstone Institutional Advisory LLC | 4,234 | 4,788 | +554 | +13.08% |
| Astoria Portfolio Advisors LLC. | 2,813 | 3,146 | +333 | +11.84% |
| Royal Bank of Canada | 28,081 | 31,024 | +2,943 | +10.48% |
| HighTower Advisors LLC | 81,164 | 88,986 | +7,822 | +9.64% |
| Huntington National Bank | 1,117 | 1,189 | +72 | +6.45% |
| Blair William & Co. IL | 16 | 17 | +1 | +6.25% |
| Oversea Chinese Banking CORP Ltd | 46,768 | 49,634 | +2,866 | +6.13% |
| US Bancorp DE | 330 | 345 | +15 | +4.55% |
| Comerica Bank | 1,898 | 1,927 | +29 | +1.53% |
| Wells Fargo & Company MN | 3,385 | 3,433 | +48 | +1.42% |
| Founders Financial Alliance LLC | 2,671 | 2,706 | +35 | +1.31% |
| Tyler Stone Wealth Management | 1,655 | 1,676 | +21 | +1.27% |
| Sunbelt Securities Inc. | 641 | 648 | +7 | +1.09% |
| Mariner LLC | 3,637 | 3,654 | +17 | +0.47% |
| Creative Planning | 7,116 | 7,131 | +15 | +0.21% |
| Pathway Financial Advisors LLC | 125,747 | 125,986 | +239 | +0.19% |
| Ameritas Advisory Services LLC | 76,437 | 76,546 | +109 | +0.14% |
| 13F Filers Reporting New Positions In MXI | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Commonwealth Equity Services LLC | 0 | 4,165 | +4,165 | +100% |
| Goldman Sachs Group Inc. | 0 | 5,505 | +5,505 | +100% |
| Janney Montgomery Scott LLC | 0 | 2,313 | +2,313 | +100% |
| Virtu Financial LLC | 0 | 5,197 | +5,197 | +100% |
| Advisory Services Network LLC | 0 | 200 | +200 | +100% |
| Qube Research & Technologies Ltd | 0 | 15 | +15 | +100% |
| Integrated Wealth Concepts LLC | 0 | 2,384 | +2,384 | +100% |
| Patriot Investment Management Inc. | 0 | 2,300 | +2,300 | +100% |
| FSA Wealth Management LLC | 0 | 99 | +99 | +100% |
| Kestra Advisory Services LLC | 0 | 2,537 | +2,537 | +100% |
| Ronald Blue Trust Inc. | 0 | 398 | +398 | +100% |
| NewEdge Wealth LLC | 0 | 4,830 | +4,830 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| JPMorgan Chase & Co. | 224 | 224 | UNCH | 0.00% |
| First National Bank | 4,614 | 4,614 | UNCH | 0.00% |
| Harbour Investments Inc. | 95 | 95 | UNCH | 0.00% |
| Trust Co. of Vermont | 376 | 376 | UNCH | 0.00% |
| Private Trust Co. NA | 540 | 540 | UNCH | 0.00% |
| Tower Research Capital LLC TRC | 72 | 72 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 724 | 724 | UNCH | 0.00% |
| Proficio Capital Partners LLC | 10,460 | 10,460 | UNCH | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 584 | 584 | UNCH | 0.00% |
| McIlrath & Eck LLC | 225 | 225 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 50 | 50 | UNCH | 0.00% |
| Front Row Advisors LLC | 456 | 456 | UNCH | 0.00% |
| Sound Income Strategies LLC | 106 | 106 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 60 | 60 | UNCH | 0.00% |
| EPG Wealth Management LLC | 175 | 175 | UNCH | 0.00% |
| Tucker Asset Management LLC | 99 | 99 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 22 | 22 | UNCH | 0.00% |
| Householder Group Estate & Retirement Specialist LLC | 167 | 167 | UNCH | 0.00% |
| Financial Freedom LLC | 426 | 426 | UNCH | 0.00% |
| 13F Filers Decreasing MXI Share Count | ||||
| Bank of Montreal Can | 24,812 | 3,868 | -20,944 | -84.41% |
| Wealth Advisors of Tampa Bay LLC | 46,580 | 23,181 | -23,399 | -50.23% |
| Fifth Third Bancorp | 1,599 | 798 | -801 | -50.09% |
| UBS Group AG | 53,842 | 33,237 | -20,605 | -38.27% |
| Prospera Financial Services Inc | 16,816 | 10,855 | -5,961 | -35.45% |
| Jane Street Group LLC | 62,423 | 41,077 | -21,346 | -34.20% |
| Advisor Group Holdings Inc. | 17,833 | 12,280 | -5,553 | -31.14% |
| Northwestern Mutual Wealth Management Co. | 1,170 | 815 | -355 | -30.34% |
| National Bank of Canada FI | 915 | 771 | -144 | -15.74% |
| Ambassador Advisors LLC | 2,159 | 1,891 | -268 | -12.41% |
| MML Investors Services LLC | 3,414 | 2,998 | -416 | -12.19% |
| BEAM Asset Management LLC | 3,904 | 3,433 | -471 | -12.06% |
| Bank of America Corp DE | 130,353 | 116,695 | -13,658 | -10.48% |
| Morgan Stanley | 154,444 | 144,305 | -10,139 | -6.56% |
| Perigon Wealth Management LLC | 3,251 | 3,101 | -150 | -4.61% |
| Slow Capital Inc. | 7,697 | 7,463 | -234 | -3.04% |
| Ameriprise Financial Inc. | 2,644 | 2,592 | -52 | -1.97% |
| Sunflower Bank N.A. | 6,343 | 6,233 | -110 | -1.73% |
| Raymond James Financial Services Advisors Inc. | 11,919 | 11,731 | -188 | -1.58% |
| Raymond James & Associates | 2,759 | 2,719 | -40 | -1.45% |
| LPL Financial LLC | 39,179 | 38,632 | -547 | -1.40% |
| Prime Capital Investment Advisors LLC | 4,589 | 4,554 | -35 | -0.76% |
| Baird Financial Group Inc. | 23,944 | 23,926 | -18 | -0.08% |
| 13F Filers Exiting MXI | ||||
| Cornerstone Planning Group LLC | 117 | 0 | -117 | -100.00% |
| Coastal Investment Advisors Inc. | 40 | 0 | -40 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 269 | 0 | -269 | -100.00% |
| Cerity Partners LLC | 4,403 | 0 | -4,403 | -100.00% |
| Avantax Advisory Services Inc. | 3,851 | 0 | -3,851 | -100.00% |
See Summary: Institutional Holders of MXI
See Details: Top 10 Hedge Funds Holding MXI
