HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SE Share Count | ||||
| ARK Investment Management LLC | 3,681 | 247,985 | +244,304 | +6636.89% |
| GAMMA Investing LLC | 277 | 613 | +336 | +121.30% |
| AdvisorNet Financial Inc | 40 | 57 | +17 | +42.50% |
| Wealth Enhancement Advisory Services LLC | 6,281 | 8,831 | +2,550 | +40.60% |
| Krane Funds Advisors LLC | 8,448 | 11,557 | +3,109 | +36.80% |
| Hexagon Capital Partners LLC | 300 | 401 | +101 | +33.67% |
| Sunbelt Securities Inc. | 680 | 780 | +100 | +14.71% |
| Los Angeles Capital Management & Equity Research Inc. | 9,199 | 9,889 | +690 | +7.50% |
| CWM LLC | 6,100 | 6,396 | +296 | +4.85% |
| DNB Asset Management AS | 51,978 | 54,255 | +2,277 | +4.38% |
| Wasatch Advisors Inc. | 1,496,219 | 1,544,492 | +48,273 | +3.23% |
| Stratos Wealth Advisors LLC | 7,075 | 7,225 | +150 | +2.12% |
| Gulf International Bank UK Ltd | 28,487 | 28,745 | +258 | +0.91% |
| 13F Filers Reporting New Positions In SE | ||||
| Matthews International Capital Management LLC | 0 | 311,619 | +311,619 | +100% |
| Harbor Investment Advisory LLC | 0 | 2 | +2 | +100% |
| Mather Group LLC. | 0 | 37 | +37 | +100% |
| City State Bank | 0 | 10 | +10 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Salem Investment Counselors Inc. | 9 | 9 | UNCH | 0.00% |
| Roble Belko & Company Inc | 1 | 1 | UNCH | 0.00% |
| CVA Family Office LLC | 10 | 10 | UNCH | 0.00% |
| Investment Research & Advisory Group Inc. | 116 | 116 | UNCH | 0.00% |
| Powell Investment Advisors LLC | 6,039 | 6,039 | UNCH | 0.00% |
| Rise Advisors LLC | 12 | 12 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 1 | 1 | UNCH | 0.00% |
| Lakehouse Capital Pty Ltd | 112,383 | 112,383 | UNCH | 0.00% |
| Global Wealth Strategies & Associates | 35 | 35 | UNCH | 0.00% |
| Park Place Capital Corp | 18 | 18 | UNCH | 0.00% |
| 13F Filers Decreasing SE Share Count | ||||
| JJJ Advisors Inc. | 222 | 86 | -136 | -61.26% |
| Exchange Traded Concepts LLC | 253,385 | 189,139 | -64,246 | -25.36% |
| Allspring Global Investments Holdings LLC | 785,720 | 722,660 | -63,060 | -8.03% |
| IMC Chicago LLC | 42,052 | 39,493 | -2,559 | -6.09% |
| Cravens & Co Advisors LLC | 7,629 | 7,461 | -168 | -2.20% |
| Banque Cantonale Vaudoise | 27,457 | 27,079 | -378 | -1.38% |
| 13F Filers Exiting SE | ||||
| BKM Wealth Management LLC | 50 | 0 | -50 | -100.00% |
| Arlington Trust Co LLC | 74 | 0 | -74 | -100.00% |
| Capricorn Fund Managers Ltd | 96,200 | 0 | -96,200 | -100.00% |
| International Assets Investment Management LLC | 19,643 | 0 | -19,643 | -100.00% |
| Tsfg LLC | 15 | 0 | -15 | -100.00% |
| TB Alternative Assets Ltd. | 190,900 | 0 | -190,900 | -100.00% |
| Deltec Asset Management LLC | 19,800 | 0 | -19,800 | -100.00% |
See Summary: Institutional Holders of SE
See Details: Top 10 Hedge Funds Holding SE
Also See: SE Insider Buying
