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NUMG Holdings Changes image
This page summarizes the NUMG holdings changes quarter over quarter among those 13F filers that have reported for the 9/30/2022 period, comparing share count change from 6/30/2022 to 9/30/2022. Share count is compared over these two periods to provide an indication of whether NUMG 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).
Filer6/30/2022
 Share Count 
9/30/2022
 Share Count 
Change% Change
13F Filers Increasing NUMG Share Count
Susquehanna International Group LLP 7,629 32,147 +24,518 +321.38%
IAG Wealth Partners LLC 45,013 105,262 +60,249 +133.85%
Dynamic Advisor Solutions LLC 25,769 37,293 +11,524 +44.72%
Whittier Trust Co. of Nevada Inc. 29,561 42,595 +13,034 +44.09%
Revolve Wealth Partners LLC 6,586 9,350 +2,764 +41.97%
CX Institutional 7,864 10,751 +2,887 +36.71%
Capital Analysts LLC 5,131 6,832 +1,701 +33.15%
Larson Financial Group LLC 6,639 8,076 +1,437 +21.64%
Jones Financial Companies Lllp 4,171 5,023 +852 +20.43%
Private Advisor Group LLC 11,805 13,963 +2,158 +18.28%
Royal Bank of Canada 78,743 93,101 +14,358 +18.23%
Cetera Investment Advisers 16,124 19,033 +2,909 +18.04%
UBS Group AG 157,336 184,689 +27,353 +17.39%
Commonwealth Equity Services LLC 65,623 76,290 +10,667 +16.25%
Goldman Sachs Group Inc. 19,953 22,844 +2,891 +14.49%
HighTower Advisors LLC 14,872 16,684 +1,812 +12.18%
EP Wealth Advisors LLC 14,771 16,389 +1,618 +10.95%
LPL Financial LLC 228,552 253,380 +24,828 +10.86%
Ameritas Advisory Services LLC 82,478 89,882 +7,404 +8.98%
Wells Fargo & Company MN 575,137 620,505 +45,368 +7.89%
Northwestern Mutual Wealth Management Co. 10,361 11,171 +810 +7.82%
Bank of America Corp DE 89,318 96,140 +6,822 +7.64%
Wrapmanager Inc. 90,533 96,581 +6,048 +6.68%
Fingerlakes Wealth Management Inc. 6,131 6,462 +331 +5.40%
Morgan Stanley 187,251 197,128 +9,877 +5.27%
Janney Montgomery Scott LLC 5,972 6,281 +309 +5.17%
Raymond James & Associates 10,639 11,182 +543 +5.10%
The PNC Financial Services Group Inc. 74,261 77,933 +3,672 +4.94%
BLB&B Advisors LLC 8,387 8,749 +362 +4.32%
Tower Research Capital LLC TRC 22,355 23,311 +956 +4.28%
TIAA FSB 1,626,008 1,691,847 +65,839 +4.05%
Koss Olinger Consulting LLC 25,673 26,705 +1,032 +4.02%
New York Life Investment Management LLC 11,572 11,915 +343 +2.96%
Advisor Group Holdings Inc. 19,255 19,823 +568 +2.95%
Lido Advisors LLC 33,813 34,756 +943 +2.79%
Ameritas Investment Partners Inc. 19,063 19,563 +500 +2.62%
Stifel Financial Corp 8,266 8,468 +202 +2.44%
Raymond James Financial Services Advisors Inc. 71,381 73,058 +1,677 +2.35%
GWM Advisors LLC 9,441 9,616 +175 +1.85%
Fiduciary Trust Co. 67,758 68,572 +814 +1.20%
WCG Wealth Advisors LLC 43,141 43,656 +515 +1.19%
UMB Bank N A MO 5,832 5,877 +45 +0.77%
Vicus Capital 8,744 8,795 +51 +0.58%
Parcion Private Wealth LLC 478,027 480,274 +2,247 +0.47%
WealthShield Partners LLC 17,493 17,573 +80 +0.46%
IFP Advisors Inc 9,622 9,635 +13 +0.14%
Whittier Trust Co. 100,790 100,906 +116 +0.12%
Creative Planning 82,626 82,663 +37 +0.04%
13F Filers Reporting New Positions In NUMG
Proequities Inc. 0 0 UNCH 100%
JPMorgan Chase & Co. 0 15,876 +15,876 +100%
Citadel Advisors LLC 0 39,135 +39,135 +100%
Plante Moran Financial Advisors LLC 0 1,267 +1,267 +100%
DT Investment Partners LLC 0 242 +242 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 8,662 +8,662 +100%
Crewe Advisors LLC 0 320 +320 +100%
Coastal Investment Advisors Inc. 0 2,037 +2,037 +100%
McClarren Financial Advisors Inc. 0 8,663 +8,663 +100%
Aire Advisors LLC 0 6,092 +6,092 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 2,760 2,760 UNCH 0.00%
Money Concepts Capital Corp 49 49 UNCH 0.00%
Resources Management Corp CT ADV 900 900 UNCH 0.00%
Harbour Investments Inc. 4,318 4,318 UNCH 0.00%
Citigroup Inc. 150 150 UNCH 0.00%
Raymond James Trust N.A. 18,364 18,364 UNCH 0.00%
Motco 1,248 1,248 UNCH 0.00%
Covington Capital Management 530 530 UNCH 0.00%
BlackRock Inc. 16 16 UNCH 0.00%
AdvisorNet Financial Inc 237 237 UNCH 0.00%
Westside Investment Management Inc. 200 200 UNCH 0.00%
Macroview Investment Management LLC 6 6 UNCH 0.00%
Simmons Bank 11,275 11,275 UNCH 0.00%
Steward Partners Investment Advisory LLC 630 630 UNCH 0.00%
LFA Lugano Financial Advisors SA 30,664 30,664 UNCH 0.00%
Rockefeller Capital Management L.P. 2,165 2,165 UNCH 0.00%
Global Retirement Partners LLC 70 70 UNCH 0.00%
Key Financial Inc 583 583 UNCH 0.00%
Rise Advisors LLC 54 54 UNCH 0.00%
Castle Wealth Management LLC 1,461 1,461 UNCH 0.00%
13F Filers Decreasing NUMG Share Count
Adviser Investments LLC 67,183 7,748 -59,435 -88.47%
FMR LLC 5,091 699 -4,392 -86.27%
CENTRAL TRUST Co 101,492 30,446 -71,046 -70.00%
First Horizon Advisors Inc. 4,184 1,807 -2,377 -56.81%
Money Design Co. Ltd. 53,057 32,914 -20,143 -37.96%
Envestnet Asset Management Inc. 179,734 128,070 -51,664 -28.74%
Mascoma Wealth Management LLC 46 35 -11 -23.91%
Cambridge Investment Research Advisors Inc. 23,077 17,752 -5,325 -23.07%
Bank of New York Mellon Corp 72,800 61,173 -11,627 -15.97%
Neumann Capital Management LLC 8,280 6,980 -1,300 -15.70%
Ameriprise Financial Inc. 182,026 157,602 -24,424 -13.42%
Tiedemann Advisors LLC 951,573 835,447 -116,126 -12.20%
Baystate Wealth Management LLC 25,696 22,645 -3,051 -11.87%
CWM LLC 2,188 1,976 -212 -9.69%
Archetype Wealth Partners LLC 11,730 10,686 -1,044 -8.90%
RTD Financial Advisors Inc. 8,231 7,694 -537 -6.52%
Cetera Advisor Networks LLC 43,552 41,312 -2,240 -5.14%
IHT Wealth Management LLC 10,844 10,461 -383 -3.53%
Financial Network Wealth Management LLC 67,146 65,198 -1,948 -2.90%
ICA Group Wealth Management LLC 7,360 7,162 -198 -2.69%
High Note Wealth LLC 147,157 143,955 -3,202 -2.18%
Trust Co 6,345 6,251 -94 -1.48%
Commerce Bank 25,779 25,449 -330 -1.28%
Institute for Wealth Management LLC. 11,906 11,806 -100 -0.84%
Harvest Group Wealth Management LLC 4,245 4,220 -25 -0.59%
Merit Financial Group LLC 7,943 7,925 -18 -0.23%
13F Filers Exiting NUMG
RWM Asset Management LLC 93 0 -93 -100.00%
Addison Advisors LLC 881 0 -881 -100.00%
Great Valley Advisor Group Inc. 5,846 0 -5,846 -100.00%
Retirement Group LLC 650 0 -650 -100.00%
AlphaCore Capital LLC 2,887 0 -2,887 -100.00%
Flow Traders U.S. LLC 19,491 0 -19,491 -100.00%
Parkside Financial Bank & Trust 1,511 0 -1,511 -100.00%
Honkamp Krueger Financial Services Inc. 6,383 0 -6,383 -100.00%
Townsend Asset Management Corp NC ADV 2,758 0 -2,758 -100.00%
MML Investors Services LLC 6,267 0 -6,267 -100.00%

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

NUMG Holdings Changes | www.HoldingsChannel.com

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