HoldingsChannel.com
RZG Holdings Changes image
This page summarizes the RZG holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether RZG 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).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing RZG Share Count
Citadel Advisors LLC 3,223 18,132 +14,909 +462.58%
Cambridge Investment Research Advisors Inc. 8,175 30,351 +22,176 +271.27%
Raymond James & Associates 7,511 11,107 +3,596 +47.88%
Private Advisor Group LLC 2,280 3,157 +877 +38.46%
12,897 17,671 +4,774 +37.02%
Susquehanna International Group LLP 37,048 40,768 +3,720 +10.04%
Investors Research Corp 9,730 10,574 +844 +8.67%
Raymond James Financial Services Advisors Inc. 6,723 7,231 +508 +7.56%
Commonwealth Equity Services LLC 5,750 6,025 +275 +4.78%
Envestnet Asset Management Inc. 17,633 18,426 +793 +4.50%
Patriot Financial Group Insurance Agency LLC 5,223 5,448 +225 +4.31%
Valmark Advisers Inc. 6,785 7,041 +256 +3.77%
MML Investors Services LLC 18,030 18,684 +654 +3.63%
Morgan Stanley 55,011 56,967 +1,956 +3.56%
Creative Planning 4,043 4,115 +72 +1.78%
Financial Advisory Service Inc. 4,635 4,636 +1 +0.02%
13F Filers Reporting New Positions In RZG
Proequities Inc. 0 65 +65 +100%
0 7,936 +7,936 +100%
IMC Chicago LLC 0 18,893 +18,893 +100%
Harbor Investment Advisory LLC 0 80 +80 +100%
Cetera Advisor Networks LLC 0 2,010 +2,010 +100%
Heritage Trust Co 0 1,765 +1,765 +100%
PSI Advisors LLC 0 788 +788 +100%
S.A. Mason LLC 0 75 +75 +100%
American Institute for Advanced Investment Management LLP 0 2,249 +2,249 +100%
13F Filers With Unchanged Share Count
Citigroup Inc. 65 65 UNCH 0.00%
Blair William & Co. IL 110 110 UNCH 0.00%
Optimum Investment Advisors 700 700 UNCH 0.00%
Mcmillion Capital Management Inc. 8 8 UNCH 0.00%
Brown Advisory Inc. 2,822 2,822 UNCH 0.00%
Reynders McVeigh Capital Management LLC 2,795 2,795 UNCH 0.00%
Burt Wealth Advisors 11 11 UNCH 0.00%
FinTrust Capital Advisors LLC 205 205 UNCH 0.00%
IFP Advisors Inc 186 186 UNCH 0.00%
Global Retirement Partners LLC 35 35 UNCH 0.00%
Princeton Global Asset Management LLC 4,950 4,950 UNCH 0.00%
Tsfg LLC 213 213 UNCH 0.00%
13F Filers Decreasing RZG Share Count
NEXT Financial Group Inc 15,662 74 -15,588 -99.53%
Royal Bank of Canada 27,161 6,198 -20,963 -77.18%
LPL Financial LLC 82,376 19,539 -62,837 -76.28%
CWM LLC 28,534 7,132 -21,402 -75.01%
Jane Street Group LLC 11,064 5,695 -5,369 -48.53%
Well Done LLC 22,210 12,864 -9,346 -42.08%
Wells Fargo & Company MN 34,214 26,348 -7,866 -22.99%
FMR LLC 184 147 -37 -20.11%
Janney Montgomery Scott LLC 6,496 5,322 -1,174 -18.07%
Ameriprise Financial Inc. 2,375 2,120 -255 -10.74%
Clearwater Capital Advisors LLC 2,711 2,467 -244 -9.00%
UBS Group AG 14,613 13,337 -1,276 -8.73%
Kingsview Wealth Management LLC 16,418 15,086 -1,332 -8.11%
Legacy Private Trust Co. 3,218 2,999 -219 -6.81%
Shakespeare Wealth Management Inc. 40,895 38,513 -2,382 -5.82%
10,807 10,187 -620 -5.74%
Bank of America Corp DE 12,965 12,475 -490 -3.78%
Pacific Sun Financial Corp 10,898 10,658 -240 -2.20%
Signature Estate & Investment Advisors LLC 8,306 8,127 -179 -2.16%
Connecticut Wealth Management LLC 8,610 8,510 -100 -1.16%
JPMorgan Chase & Co. 961 954 -7 -0.73%
13F Filers Exiting RZG
Fulcrum Equity Management 1,918 0 -1,918 -100.00%
Steward Partners Investment Advisory LLC 140 0 -140 -100.00%
Pinnacle Bank 50 0 -50 -100.00%
AE Wealth Management LLC 15,039 0 -15,039 -100.00%
Executive Wealth Management LLC 20 0 -20 -100.00%
Atria Investments LLC 66,769 0 -66,769 -100.00%
First Allied Advisory Services Inc. 885 0 -885 -100.00%
Greenleaf Trust 5,069 0 -5,069 -100.00%
Northwestern Mutual Wealth Management Co. 120 0 -120 -100.00%
Breiter Capital Management Inc. 2,910 0 -2,910 -100.00%
Creative Financial Designs Inc. ADV 4 0 -4 -100.00%
Fifth Third Bancorp 864 0 -864 -100.00%

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

RZG Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.