HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing NFJ Share Count | ||||
| Sunbelt Securities Inc. | 1,200 | 3,963 | +2,763 | +230.25% |
| Wealth Enhancement Advisory Services LLC | 32,970 | 42,271 | +9,301 | +28.21% |
| Integrated Capital Management Inc. | 17,681 | 19,249 | +1,568 | +8.87% |
| Occidental Asset Management LLC | 14,190 | 15,300 | +1,110 | +7.82% |
| Park Avenue Securities LLC | 154,475 | 164,530 | +10,055 | +6.51% |
| Blue Bell Private Wealth Management LLC | 124,550 | 131,362 | +6,812 | +5.47% |
| Ashton Thomas Private Wealth LLC | 11,655 | 11,919 | +264 | +2.27% |
| Vanguard Capital Wealth Advisors | 11,341 | 11,590 | +249 | +2.20% |
| Edmonds Duncan Registered Investment Advisors LLC | 270,494 | 274,687 | +4,193 | +1.55% |
| Raymond James & Associates | 386,071 | 389,841 | +3,770 | +0.98% |
| 13F Filers Reporting New Positions In NFJ | ||||
| Future Financial Wealth Managment LLC | 0 | 1,500 | +1,500 | +100% |
| IAG Wealth Partners LLC | 0 | 19 | +19 | +100% |
| Pallas Capital Advisors LLC | 0 | 11,193 | +11,193 | +100% |
| Daymark Wealth Partners LLC | 0 | 12,000 | +12,000 | +100% |
| Berry Wealth Group LP | 0 | 10,156 | +10,156 | +100% |
| Accordant Advisory Group Inc | 0 | 2,600 | +2,600 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Raymond James Trust N.A. | 14,430 | 14,430 | UNCH | 0.00% |
| Chatham Capital Group Inc. | 10,000 | 10,000 | UNCH | 0.00% |
| Capital Investment Advisors LLC | 23,554 | 23,554 | UNCH | 0.00% |
| Oakworth Capital Inc. | 800 | 800 | UNCH | 0.00% |
| Stratos Wealth Partners LTD. | 15,443 | 15,443 | UNCH | 0.00% |
| Dakota Wealth Management | 49,690 | 49,690 | UNCH | 0.00% |
| Global Retirement Partners LLC | 330 | 330 | UNCH | 0.00% |
| Tsfg LLC | 1,000 | 1,000 | UNCH | 0.00% |
| International Assets Investment Management LLC | 14,430 | 14,430 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 4,116 | 4,116 | UNCH | 0.00% |
| Spire Wealth Management | 5,800 | 5,800 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 2,000 | 2,000 | UNCH | 0.00% |
| Sapient Capital LLC | 13,000 | 13,000 | UNCH | 0.00% |
| 13F Filers Decreasing NFJ Share Count | ||||
| SOA Wealth Advisors LLC. | 1,168 | 597 | -571 | -48.89% |
| CWM LLC | 1,389 | 1,188 | -201 | -14.47% |
| Sugarloaf Wealth Management LLC | 15,576 | 13,533 | -2,043 | -13.12% |
| Investment Partners Asset Management Inc. | 13,251 | 12,041 | -1,210 | -9.13% |
| Allspring Global Investments Holdings LLC | 3,283,082 | 3,067,721 | -215,361 | -6.56% |
| Opal Wealth Advisors LLC | 78,590 | 73,846 | -4,744 | -6.04% |
| Raymond James Financial Services Advisors Inc. | 294,306 | 280,017 | -14,289 | -4.86% |
| Cambridge Investment Research Advisors Inc. | 50,286 | 49,210 | -1,076 | -2.14% |
| 13F Filers Exiting NFJ | ||||
| AdvisorNet Financial Inc | 313 | 0 | -313 | -100.00% |
| American National Bank | 1,989 | 0 | -1,989 | -100.00% |
| Massmutual Trust Co. FSB ADV | 1,530 | 0 | -1,530 | -100.00% |
See Summary: Institutional Holders of NFJ
See Details: Top 10 Hedge Funds Holding NFJ
Also See: NFJ Insider Buying
