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NVT Holdings Changes image
This page summarizes the NVT holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether NVT 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing NVT Share Count
Mountain Pacific Investment Advisers Inc. ID 62,996 116,629 +53,633 +85.14%
Harbour Capital Advisors LLC 8,600 10,525 +1,925 +22.38%
AMF Pensionsforsakring AB 1,133,114 1,331,682 +198,568 +17.52%
LVM Capital Management Ltd. MI 124,285 131,180 +6,895 +5.55%
Harbor Investment Advisory LLC 500 527 +27 +5.40%
PFS Partners LLC 35 36 +1 +2.86%
Portside Wealth Group LLC 8,557 8,787 +230 +2.69%
New Mexico Educational Retirement Board 34,000 34,900 +900 +2.65%
Annex Advisory Services LLC 3,990 4,064 +74 +1.85%
NBC Securities Inc. 5,272 5,368 +96 +1.82%
GAMMA Investing LLC 939 951 +12 +1.28%
Congress Asset Management Co. MA 2,192,435 2,219,332 +26,897 +1.23%
Sunbelt Securities Inc. 115 116 +1 +0.87%
13F Filers Reporting New Positions In NVT
ST Germain D J Co. Inc. 0 22 +22 +100%
Mather Group LLC. 0 108 +108 +100%
Symmetry Partners LLC 0 4,449 +4,449 +100%
Banque Cantonale Vaudoise 0 343 +343 +100%
Rise Advisors LLC 0 429 +429 +100%
Ausbil Investment Management Ltd 0 13,838 +13,838 +100%
13F Filers With Unchanged Share Count
Stephenson National Bank & Trust 4,332 4,332 UNCH 0.00%
Jacobs & Co. CA 6,240 6,240 UNCH 0.00%
Asset Dedication LLC 500 500 UNCH 0.00%
Financial Management Professionals Inc. 7 7 UNCH 0.00%
Lowe Wealth Advisors LLC 2 2 UNCH 0.00%
Sendero Wealth Management LLC 9,357 9,357 UNCH 0.00%
Northwest Capital Management Inc 66 66 UNCH 0.00%
Versant Capital Management Inc 88 88 UNCH 0.00%
Atticus Wealth Management LLC 550 550 UNCH 0.00%
General Partner Inc. 184 184 UNCH 0.00%
Whitcomb & Hess Inc. 4,192 4,192 UNCH 0.00%
Hoese & Co LLP 224 224 UNCH 0.00%
DHJJ Financial Advisors Ltd. 114 114 UNCH 0.00%
Bank of New Hampshire 2,540 2,540 UNCH 0.00%
Armstrong Advisory Group Inc. 16 16 UNCH 0.00%
Trifecta Capital Advisors LLC 30 30 UNCH 0.00%
13F Filers Decreasing NVT Share Count
JJJ Advisors Inc. 1,283 283 -1,000 -77.94%
AdvisorNet Financial Inc 905 248 -657 -72.60%
CWM LLC 2,929 1,083 -1,846 -63.02%
Pinnacle Bank 354 247 -107 -30.23%
Artemis Investment Management LLP 780,390 571,103 -209,287 -26.82%
Stratos Wealth Partners LTD. 3,542 2,892 -650 -18.35%
Fulton Bank N.A. 10,357 8,598 -1,759 -16.98%
OneAscent Wealth Management LLC 7,834 6,768 -1,066 -13.61%
First Hawaiian Bank 50,853 45,274 -5,579 -10.97%
OneAscent Financial Services LLC 10,651 9,928 -723 -6.79%
Park Avenue Securities LLC 24,676 23,450 -1,226 -4.97%
Contravisory Investment Management Inc. 3,677 3,561 -116 -3.15%
Wealth Enhancement Advisory Services LLC 30,165 29,788 -377 -1.25%
Pflug Koory LLC 1,978 1,957 -21 -1.06%
Toth Financial Advisory Corp 2,700 2,690 -10 -0.37%
Massmutual Trust Co. FSB ADV 511 510 -1 -0.20%
13F Filers Exiting NVT
Wallace Advisory Group LLC 3,859 0 -3,859 -100.00%
Cordant Inc. 36 0 -36 -100.00%
International Assets Investment Management LLC 13,886 0 -13,886 -100.00%
Weiss Multi Strategy Advisers LLC 152,324 0 -152,324 -100.00%

See Summary: Institutional Holders of NVT
See Details: Top 10 Hedge Funds Holding NVT
Also See: NVT Insider Buying

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