HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PHG Share Count | ||||
| Fifth Third Bancorp | 2,238 | 3,008 | +770 | +34.41% |
| Park Avenue Securities LLC | 18,884 | 23,951 | +5,067 | +26.83% |
| DB Fitzpatrick & Co Inc | 64,327 | 80,411 | +16,084 | +25.00% |
| DGS Capital Management LLC | 9,389 | 11,495 | +2,106 | +22.43% |
| Hexagon Capital Partners LLC | 680 | 804 | +124 | +18.24% |
| First Affirmative Financial Network | 9,258 | 10,272 | +1,014 | +10.95% |
| Summit Trail Advisors LLC | 14,940 | 16,126 | +1,186 | +7.94% |
| Raymond James & Associates | 450,177 | 481,523 | +31,346 | +6.96% |
| Wealth Enhancement Advisory Services LLC | 56,474 | 60,365 | +3,891 | +6.89% |
| Legacy Wealth Asset Management LLC | 54,391 | 56,271 | +1,880 | +3.46% |
| Bruce G. Allen Investments LLC | 6,004 | 6,209 | +205 | +3.41% |
| GAMMA Investing LLC | 6,265 | 6,450 | +185 | +2.95% |
| Bank of New Hampshire | 117,280 | 118,516 | +1,236 | +1.05% |
| 13F Filers Reporting New Positions In PHG | ||||
| Harbor Investment Advisory LLC | 0 | 7 | +7 | +100% |
| Mather Group LLC. | 0 | 272 | +272 | +100% |
| Allspring Global Investments Holdings LLC | 0 | 2,003 | +2,003 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 1,379 | 1,379 | UNCH | 0.00% |
| Benin Management CORP | 61,191 | 61,191 | UNCH | 0.00% |
| Hanson & Doremus Investment Management | 2,250 | 2,250 | UNCH | 0.00% |
| JJJ Advisors Inc. | 3,636 | 3,636 | UNCH | 0.00% |
| Pinnacle Bank | 681 | 681 | UNCH | 0.00% |
| Sound Income Strategies LLC | 35 | 35 | UNCH | 0.00% |
| Global Retirement Partners LLC | 2,911 | 2,911 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 1,343 | 1,343 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 1,151 | 1,151 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 291 | 291 | UNCH | 0.00% |
| Compass Wealth Management LLC | 270 | 270 | UNCH | 0.00% |
| 13F Filers Decreasing PHG Share Count | ||||
| CWM LLC | 15,170 | 2,813 | -12,357 | -81.46% |
| First Financialcorp IN | 38 | 19 | -19 | -50.00% |
| Perpetual Ltd | 1,843,072 | 1,522,079 | -320,993 | -17.42% |
| Raymond James Financial Services Advisors Inc. | 13,619 | 11,922 | -1,697 | -12.46% |
| Veriti Management LLC | 81,456 | 78,932 | -2,524 | -3.10% |
| Bonness Enterprises Inc. | 101,565 | 100,393 | -1,172 | -1.15% |
| NBC Securities Inc. | 14,998 | 14,973 | -25 | -0.17% |
| 13F Filers Exiting PHG | ||||
| Arlington Trust Co LLC | 36 | 0 | -36 | -100.00% |
| BetterWealth LLC | 8,995 | 0 | -8,995 | -100.00% |
| Koss Olinger Consulting LLC | 13,284 | 0 | -13,284 | -100.00% |
| International Assets Investment Management LLC | 40,851 | 0 | -40,851 | -100.00% |
| CVA Family Office LLC | 51 | 0 | -51 | -100.00% |
| Gradient Investments LLC | 1,023 | 0 | -1,023 | -100.00% |
| Atlas Capital Advisors LLC | 3,111 | 0 | -3,111 | -100.00% |
| Contravisory Investment Management Inc. | 8,588 | 0 | -8,588 | -100.00% |
| Country Trust Bank | 213 | 0 | -213 | -100.00% |
| Bourgeon Capital Management LLC | 20 | 0 | -20 | -100.00% |
| Sanders Morris Harris LLC | 8,837 | 0 | -8,837 | -100.00% |
| Baldwin Brothers Inc. MA | 319 | 0 | -319 | -100.00% |
See Summary: Institutional Holders of PHG
See Details: Top 10 Hedge Funds Holding PHG
