HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing PPT Share Count | ||||
| Cambridge Investment Research Advisors Inc. | 11,472 | 99,762 | +88,290 | +769.61% |
| Elequin Capital LP | 1,043 | 7,311 | +6,268 | +600.96% |
| Landscape Capital Management L.L.C. | 27,553 | 100,850 | +73,297 | +266.02% |
| Susquehanna International Group LLP | 17,387 | 52,939 | +35,552 | +204.47% |
| Mariner LLC | 23,892 | 29,194 | +5,302 | +22.19% |
| Stifel Financial Corp | 51,108 | 59,499 | +8,391 | +16.42% |
| Integrated Wealth Concepts LLC | 44,647 | 50,886 | +6,239 | +13.97% |
| Allspring Global Investments Holdings LLC | 2,534,182 | 2,882,464 | +348,282 | +13.74% |
| Valley Brook Capital Group | 35,675 | 40,050 | +4,375 | +12.26% |
| UBS Group AG | 106,094 | 117,010 | +10,916 | +10.29% |
| Sit Investment Associates Inc. | 18,400,367 | 19,792,543 | +1,392,176 | +7.57% |
| MML Investors Services LLC | 112,684 | 119,640 | +6,956 | +6.17% |
| Commonwealth Equity Services LLC | 169,535 | 179,645 | +10,110 | +5.96% |
| Royal Bank of Canada | 145,311 | 151,079 | +5,768 | +3.97% |
| Invesco Ltd. | 1,059,456 | 1,091,916 | +32,460 | +3.06% |
| GWM Advisors LLC | 122,300 | 125,600 | +3,300 | +2.70% |
| Prospera Financial Services Inc | 11,315 | 11,578 | +263 | +2.32% |
| Transform Wealth LLC | 128,800 | 131,600 | +2,800 | +2.17% |
| Advisor Group Holdings Inc. | 32,699 | 33,328 | +629 | +1.92% |
| IFP Advisors Inc | 5,758 | 5,865 | +107 | +1.86% |
| CSS LLC IL | 14,000 | 14,207 | +207 | +1.48% |
| CIBC Private Wealth Group LLC | 11,690 | 11,845 | +155 | +1.33% |
| SageView Advisory Group LLC | 25,159 | 25,442 | +283 | +1.12% |
| Resources Investment Advisors LLC. | 36,993 | 37,339 | +346 | +0.94% |
| Apollon Wealth Management LLC | 100,188 | 101,102 | +914 | +0.91% |
| Whitener Capital Management Inc. | 46,960 | 47,190 | +230 | +0.49% |
| 1607 Capital Partners LLC | 1,728,494 | 1,735,894 | +7,400 | +0.43% |
| 13F Filers Reporting New Positions In PPT | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Signaturefd LLC | 0 | 0 | UNCH | 100% |
| JPMorgan Chase & Co. | 0 | 26,935 | +26,935 | +100% |
| Eclectic Associates Inc. ADV | 0 | 11,896 | +11,896 | +100% |
| Investors Asset Management of Georgia Inc. GA ADV | 0 | 12,038 | +12,038 | +100% |
| Raymond James Trust N.A. | 0 | 21,481 | +21,481 | +100% |
| Keybank National Association OH | 0 | 10,984 | +10,984 | +100% |
| Nomura Holdings Inc. | 0 | 16,476 | +16,476 | +100% |
| Jane Street Group LLC | 0 | 11,339 | +11,339 | +100% |
| Truvestments Capital LLC | 0 | 2,379 | +2,379 | +100% |
| Live Oak Investment Partners | 0 | 2,336 | +2,336 | +100% |
| Gridiron Partners LLC | 0 | 28,985 | +28,985 | +100% |
| Register Financial Advisors LLC | 0 | 21,594 | +21,594 | +100% |
| HTLF Bank | 0 | 12,170 | +12,170 | +100% |
| Stonebrook Private Inc. | 0 | 39,298 | +39,298 | +100% |
| LM Advisors LLC | 0 | 21,100 | +21,100 | +100% |
| Planning Capital Management Corp | 0 | 303 | +303 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 3,500 | 3,500 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 23,200 | 23,200 | UNCH | 0.00% |
| NBC Securities Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| Harbour Investments Inc. | 700 | 700 | UNCH | 0.00% |
| Creative Financial Designs Inc. ADV | 2,777 | 2,777 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 3,077 | 3,077 | UNCH | 0.00% |
| Barrett & Company Inc. | 5,000 | 5,000 | UNCH | 0.00% |
| Shufro Rose & Co. LLC | 138,700 | 138,700 | UNCH | 0.00% |
| Highlander Capital Management LLC | 1,199 | 1,199 | UNCH | 0.00% |
| Commonwealth Financial Services LLC | 40,190 | 40,190 | UNCH | 0.00% |
| Bartlett & Co. LLC | 4,500 | 4,500 | UNCH | 0.00% |
| Columbia Asset Management | 20,000 | 20,000 | UNCH | 0.00% |
| Sheaff Brock Investment Advisors LLC | 51,176 | 51,176 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 42,152 | 42,152 | UNCH | 0.00% |
| FNY Investment Advisers LLC | 500 | 500 | UNCH | 0.00% |
| Global Retirement Partners LLC | 5,367 | 5,367 | UNCH | 0.00% |
| Clear Creek Financial Management LLC | 37,194 | 37,194 | UNCH | 0.00% |
| International Assets Investment Management LLC | 53,079 | 53,079 | UNCH | 0.00% |
| Round Rock Advisors LLC | 12,000 | 12,000 | UNCH | 0.00% |
| Gould Capital LLC | 708 | 708 | UNCH | 0.00% |
| HFG Advisors Inc. | 10,461 | 10,461 | UNCH | 0.00% |
| Fortitude Advisory Group L.L.C. | 18,386 | 18,386 | UNCH | 0.00% |
| Peoples Bank KS | 6,241 | 6,241 | UNCH | 0.00% |
| Bartlett & CO. Wealth Management LLC | 4,500 | 4,500 | UNCH | 0.00% |
| 13F Filers Decreasing PPT Share Count | ||||
| Level Four Advisory Services LLC | 83,567 | 11,958 | -71,609 | -85.69% |
| Allworth Financial LP | 8,097 | 3,443 | -4,654 | -57.48% |
| Shaker Financial Services LLC | 169,613 | 78,185 | -91,428 | -53.90% |
| Creative Planning | 166,693 | 92,156 | -74,537 | -44.72% |
| Wells Fargo & Company MN | 50,561 | 36,002 | -14,559 | -28.79% |
| Oder Investment Management LLC | 111,890 | 82,826 | -29,064 | -25.98% |
| Comerica Bank | 230 | 173 | -57 | -24.78% |
| Northwestern Mutual Wealth Management Co. | 15,051 | 11,627 | -3,424 | -22.75% |
| Howard Wealth Management LLC | 44,665 | 36,235 | -8,430 | -18.87% |
| Lazari Capital Management Inc. | 34,757 | 28,224 | -6,533 | -18.80% |
| Janney Montgomery Scott LLC | 1,315,272 | 1,118,433 | -196,839 | -14.97% |
| Cetera Investment Advisers | 13,767 | 12,043 | -1,724 | -12.52% |
| Quad Cities Investment Group LLC | 428,032 | 380,504 | -47,528 | -11.10% |
| Peapack Gladstone Financial Corp | 52,594 | 47,096 | -5,498 | -10.45% |
| LPL Financial LLC | 89,576 | 80,474 | -9,102 | -10.16% |
| Cetera Advisor Networks LLC | 37,455 | 33,872 | -3,583 | -9.57% |
| Morgan Stanley | 1,651,493 | 1,549,754 | -101,739 | -6.16% |
| Karpus Management Inc. | 1,112,755 | 1,066,215 | -46,540 | -4.18% |
| Bank of America Corp DE | 183,644 | 176,548 | -7,096 | -3.86% |
| Sterneck Capital Management LLC | 119,006 | 115,702 | -3,304 | -2.78% |
| Capital Investment Advisors LLC | 52,039 | 50,724 | -1,315 | -2.53% |
| Raymond James & Associates | 455,489 | 448,422 | -7,067 | -1.55% |
| Raymond James Financial Services Advisors Inc. | 478,161 | 473,657 | -4,504 | -0.94% |
| Future Financial Wealth Managment LLC | 150,119 | 149,715 | -404 | -0.27% |
| 13F Filers Exiting PPT | ||||
| New England Capital Financial Advisors LLC | 4 | 0 | -4 | -100.00% |
| Forza Wealth Management LLC | 17,410 | 0 | -17,410 | -100.00% |
| Melfa Wealth Management LLC | 16,500 | 0 | -16,500 | -100.00% |
| David J Yvars Group | 25,551 | 0 | -25,551 | -100.00% |
| Asset Dedication LLC | 330 | 0 | -330 | -100.00% |
| HRT Financial LP | 20,214 | 0 | -20,214 | -100.00% |
| Envestnet Asset Management Inc. | 14,231 | 0 | -14,231 | -100.00% |
| First Foundation Advisors | 16,625 | 0 | -16,625 | -100.00% |
| Sanders Morris Harris LLC | 102,490 | 0 | -102,490 | -100.00% |
| FMR LLC | 1 | 0 | -1 | -100.00% |
| Smith Moore & CO. | 10,900 | 0 | -10,900 | -100.00% |
| Truist Financial Corp | 13,913 | 0 | -13,913 | -100.00% |
See Summary: Institutional Holders of PPT
See Details: Top 10 Hedge Funds Holding PPT
