HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing NEAR Share Count | ||||
| AdvisorNet Financial Inc | 334 | 1,634 | +1,300 | +389.22% |
| Private Trust Co. NA | 2,380 | 3,612 | +1,232 | +51.76% |
| Coastal Investment Advisors Inc. | 30,384 | 45,651 | +15,267 | +50.25% |
| Phillips Financial Management LLC | 6,665 | 9,879 | +3,214 | +48.22% |
| Kovack Advisors Inc. | 26,210 | 35,429 | +9,219 | +35.17% |
| Cambridge Investment Research Advisors Inc. | 345,183 | 461,209 | +116,026 | +33.61% |
| WBH Advisory Inc. | 68,984 | 90,051 | +21,067 | +30.54% |
| Westside Investment Management Inc. | 22,600 | 28,900 | +6,300 | +27.88% |
| Aletheian Wealth Advisors LLC | 16,145 | 19,095 | +2,950 | +18.27% |
| Chicago Partners Investment Group LLC | 12,587 | 14,876 | +2,289 | +18.19% |
| Integrated Investment Consultants LLC | 7,149 | 7,863 | +714 | +9.99% |
| Live Oak Private Wealth LLC | 19,074 | 20,906 | +1,832 | +9.60% |
| Outlook Wealth Advisors LLC | 91,521 | 99,718 | +8,197 | +8.96% |
| Financial Management Network Inc. | 111,409 | 120,777 | +9,368 | +8.41% |
| Sovereign Financial Group Inc. | 55,640 | 59,879 | +4,239 | +7.62% |
| Valley National Advisers Inc. | 148,245 | 159,344 | +11,099 | +7.49% |
| DGS Capital Management LLC | 4,556 | 4,883 | +327 | +7.18% |
| CWM LLC | 518,743 | 553,276 | +34,533 | +6.66% |
| Friedenthal Financial | 335 | 356 | +21 | +6.27% |
| Capital Advisory Group Advisory Services LLC | 7,301 | 7,583 | +282 | +3.86% |
| Kwmg LLC | 235,228 | 242,547 | +7,319 | +3.11% |
| Ameliora Wealth Management Ltd. | 126,653 | 130,147 | +3,494 | +2.76% |
| Richard P Slaughter Associates Inc | 530,986 | 543,975 | +12,989 | +2.45% |
| Dakota Wealth Management | 15,401 | 15,764 | +363 | +2.36% |
| Klaas Financial Asset Advisors LLC | 153,312 | 156,730 | +3,418 | +2.23% |
| Nikulski Financial Inc. | 33,954 | 34,300 | +346 | +1.02% |
| New Capital Management LP | 6,228 | 6,277 | +49 | +0.79% |
| Raymond James Financial Services Advisors Inc. | 1,265,924 | 1,273,365 | +7,441 | +0.59% |
| Fortress Wealth Management Inc. | 6,710 | 6,732 | +22 | +0.33% |
| Heritage Wealth Management LLC | 12,154 | 12,173 | +19 | +0.16% |
| Total Clarity Wealth Management Inc. | 27,622 | 27,657 | +35 | +0.13% |
| Roble Belko & Company Inc | 21,254 | 21,261 | +7 | +0.03% |
| Global Retirement Partners LLC | 5,268 | 5,269 | +1 | +0.02% |
| 13F Filers Reporting New Positions In NEAR | ||||
| Woodmont Investment Counsel LLC | 0 | 100 | +100 | +100% |
| Mather Group LLC. | 0 | 335 | +335 | +100% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0 | 4,458 | +4,458 | +100% |
| CVA Family Office LLC | 0 | 9,915 | +9,915 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 575 | 575 | UNCH | 0.00% |
| Courier Capital LLC | 10,854 | 10,854 | UNCH | 0.00% |
| Canal Insurance CO | 100,000 | 100,000 | UNCH | 0.00% |
| Madrona Financial Services LLC | 5,135 | 5,135 | UNCH | 0.00% |
| Dynamic Advisor Solutions LLC | 16,806 | 16,806 | UNCH | 0.00% |
| Steele Capital Management Inc. | 5,048 | 5,048 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 6,469 | 6,469 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 19,486 | 19,486 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 1,327 | 1,327 | UNCH | 0.00% |
| Northwest Capital Management Inc | 188 | 188 | UNCH | 0.00% |
| Luken Investment Analytics LLC | 1,105 | 1,105 | UNCH | 0.00% |
| Sound Income Strategies LLC | 319 | 319 | UNCH | 0.00% |
| Pflug Koory LLC | 2,936 | 2,936 | UNCH | 0.00% |
| Taddei Ludwig & Associates Inc. | 4,190 | 4,190 | UNCH | 0.00% |
| Inscription Capital LLC | 5,800 | 5,800 | UNCH | 0.00% |
| PSI Advisors LLC | 31 | 31 | UNCH | 0.00% |
| PFG Private Wealth Management LLC | 700 | 700 | UNCH | 0.00% |
| Tsfg LLC | 1,774 | 1,774 | UNCH | 0.00% |
| Apeiron RIA LLC | 4,708 | 4,708 | UNCH | 0.00% |
| TrueWealth Advisors LLC | 4,000 | 4,000 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 971 | 971 | UNCH | 0.00% |
| GoalVest Advisory LLC | 218 | 218 | UNCH | 0.00% |
| City State Bank | 174 | 174 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 2,287 | 2,287 | UNCH | 0.00% |
| Physician Wealth Solutions Inc. | 4,978 | 4,978 | UNCH | 0.00% |
| 13F Filers Decreasing NEAR Share Count | ||||
| Stillwater Capital Advisors LLC | 153,839 | 7,495 | -146,344 | -95.13% |
| Planning Alternatives Ltd. ADV | 140,788 | 62,273 | -78,515 | -55.77% |
| Elevated Capital Advisors LLC | 38,195 | 17,690 | -20,505 | -53.69% |
| Wealthcare Advisory Partners LLC | 10,266 | 4,860 | -5,406 | -52.66% |
| Oxinas Partners Wealth Management LLC | 30,849 | 15,090 | -15,759 | -51.08% |
| San Luis Wealth Advisors LLC | 515,768 | 342,263 | -173,505 | -33.64% |
| Wealth Enhancement Advisory Services LLC | 58,294 | 39,522 | -18,772 | -32.20% |
| Indiana Trust & Investment Management CO | 2,234 | 1,584 | -650 | -29.10% |
| Bank of New York Mellon Corp | 13,314 | 9,730 | -3,584 | -26.92% |
| American Institute for Advanced Investment Management LLP | 26,140 | 19,440 | -6,700 | -25.63% |
| Voisard Asset Management Group Inc. | 967 | 725 | -242 | -25.03% |
| NBC Securities Inc. | 6,274 | 5,067 | -1,207 | -19.24% |
| TAP Consulting LLC | 1,632,065 | 1,341,422 | -290,643 | -17.81% |
| Patriot Investment Management Inc. | 7,694 | 6,783 | -911 | -11.84% |
| Patten Group Inc. | 39,707 | 35,272 | -4,435 | -11.17% |
| SOL Capital Management CO | 10,025 | 9,025 | -1,000 | -9.98% |
| LVW Advisors LLC | 44,855 | 40,428 | -4,427 | -9.87% |
| Arkfeld Wealth Strategies L.L.C. | 64,013 | 57,871 | -6,142 | -9.59% |
| Windsor Capital Management LLC | 8,543 | 7,836 | -707 | -8.28% |
| Capital Advisors Ltd. LLC | 28,687 | 26,687 | -2,000 | -6.97% |
| Tyche Wealth Partners LLC | 11,417 | 10,667 | -750 | -6.57% |
| Patton Albertson Miller Group LLC | 5,368 | 5,093 | -275 | -5.12% |
| Stratos Wealth Partners LTD. | 6,352 | 6,031 | -321 | -5.05% |
| Raymond James & Associates | 43,313 | 41,166 | -2,147 | -4.96% |
| Osborne Partners Capital Management LLC | 25,650 | 24,500 | -1,150 | -4.48% |
| WJ Wealth Management LLC | 29,250 | 27,950 | -1,300 | -4.44% |
| Capstone Triton Financial Group LLC | 4,136 | 4,007 | -129 | -3.12% |
| Eagle Bluffs Wealth Management LLC | 16,803 | 16,359 | -444 | -2.64% |
| Alpha Cubed Investments LLC | 5,788 | 5,635 | -153 | -2.64% |
| Rosenberg Matthew Hamilton | 32,235 | 31,426 | -809 | -2.51% |
| ONE Advisory Partners LLC | 11,433 | 11,205 | -228 | -1.99% |
| Values First Advisors Inc. | 52,576 | 51,618 | -958 | -1.82% |
| Charter Oak Capital Management LLC | 6,970 | 6,845 | -125 | -1.79% |
| Montecito Bank & Trust | 131,372 | 129,101 | -2,271 | -1.73% |
| Brookstone Capital Management | 63,764 | 63,148 | -616 | -0.97% |
| Waycross Investment Management Co | 7,905 | 7,855 | -50 | -0.63% |
| 4J Wealth Management LLC | 11,124 | 11,055 | -69 | -0.62% |
| Guidance Capital Inc. | 36,481 | 36,257 | -224 | -0.61% |
| Donaldson Capital Management LLC | 705,650 | 702,234 | -3,416 | -0.48% |
| Flagship Harbor Advisors LLC | 4,133 | 4,119 | -14 | -0.34% |
| LVZ Advisors Inc. | 21,507 | 21,442 | -65 | -0.30% |
| Spire Wealth Management | 15,717 | 15,682 | -35 | -0.22% |
| Sage Capital Advisors llc | 73,038 | 72,962 | -76 | -0.10% |
| 13F Filers Exiting NEAR | ||||
| McGlone Suttner Wealth Management Inc. | 254 | 0 | -254 | -100.00% |
| International Assets Investment Management LLC | 169,414 | 0 | -169,414 | -100.00% |
| Meridian Wealth Management LLC | 7,992 | 0 | -7,992 | -100.00% |
| RFG Advisory LLC | 4,793 | 0 | -4,793 | -100.00% |
| Financial Sense Advisors Inc. | 4,120 | 0 | -4,120 | -100.00% |
| Strategy Asset Managers LLC | 4,051 | 0 | -4,051 | -100.00% |
See Summary: Institutional Holders of NEAR
See Details: Top 10 Hedge Funds Holding NEAR
