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NKG Holdings Changes image
This page summarizes the NKG holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2023 period, comparing share count change from 12/31/2022 to 3/31/2023. Share count is compared over these two periods to provide an indication of whether NKG 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).
Filer12/31/2022
 Share Count 
3/31/2023
 Share Count 
Change% Change
13F Filers Increasing NKG Share Count
Rivernorth Capital Management LLC 10,495 67,550 +57,055 +543.64%
Karpus Management Inc. 133,467 226,056 +92,589 +69.37%
Sit Investment Associates Inc. 348,939 585,341 +236,402 +67.75%
UBS Group AG 13,899 20,753 +6,854 +49.31%
Wolverine Asset Management LLC 51,129 72,580 +21,451 +41.95%
Wells Fargo & Company MN 48,695 61,237 +12,542 +25.76%
Raymond James & Associates 72,628 77,758 +5,130 +7.06%
Stifel Financial Corp 12,773 13,012 +239 +1.87%
LPL Financial LLC 11,949 11,971 +22 +0.18%
Capital Investment Advisors LLC 121,244 121,373 +129 +0.11%
13F Filers Reporting New Positions In NKG
Proequities Inc. 0 0 UNCH 100%
CNH Partners LLC 0 18,715 +18,715 +100%
Saba Capital Management L.P. 0 61,794 +61,794 +100%
Logan Stone Capital LLC 0 40,602 +40,602 +100%
Advisor Group Holdings Inc. 0 14,515 +14,515 +100%
FNY Investment Advisers LLC 0 200 +200 +100%
Sound View Wealth Advisors Group LLC 0 17,150 +17,150 +100%
13F Filers With Unchanged Share Count
Citigroup Inc. 1 1 UNCH 0.00%
Royal Bank of Canada 2,813 2,813 UNCH 0.00%
1607 Capital Partners LLC 44,384 44,384 UNCH 0.00%
Greatmark Investment Partners Inc. 245,164 245,164 UNCH 0.00%
Thomasville National Bank 20,000 20,000 UNCH 0.00%
Advisory Services Network LLC 3,069 3,069 UNCH 0.00%
Murphy Middleton Hinkle & Parker Inc. 37,550 37,550 UNCH 0.00%
Coastal Investment Advisors Inc. 33,693 33,693 UNCH 0.00%
1776 Wealth LLC 19,660 19,660 UNCH 0.00%
Allspring Global Investments Holdings LLC 80,621 80,621 UNCH 0.00%
Atria Wealth Solutions Inc. 20,848 20,848 UNCH 0.00%
13F Filers Decreasing NKG Share Count
Montag A & Associates Inc. 4,623 1,023 -3,600 -77.87%
Morgan Stanley 209,223 154,018 -55,205 -26.39%
Ameriprise Financial Inc. 14,496 10,998 -3,498 -24.13%
Bank of America Corp DE 27,016 22,959 -4,057 -15.02%
Narwhal Capital Management 36,311 33,780 -2,531 -6.97%
Carson Advisory Inc. 394,475 370,841 -23,634 -5.99%
Synovus Financial Corp 15,244 14,806 -438 -2.87%
13F Filers Exiting NKG
Clear Street LLC 7 0 -7 -100.00%
IFP Advisors Inc 4,220 0 -4,220 -100.00%

See Summary: Institutional Holders of NKG
See Details: Top 10 Hedge Funds Holding NKG

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