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SHE Holdings Changes image
This page summarizes the SHE holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether SHE 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).
Filer9/30/2023
 Share Count 		12/31/2023
 Share Count 		Change% Change
13F Filers Increasing SHE Share Count
FMR LLC 5 75 +70 +1400.00%
Citadel Advisors LLC 3,150 23,028 +19,878 +631.05%
Susquehanna International Group LLP 2,737 12,150 +9,413 +343.92%
Royal Bank of Canada 8,167 12,731 +4,564 +55.88%
Kestra Advisory Services LLC 5,447 7,395 +1,948 +35.76%
Blair William & Co. IL 19,307 25,156 +5,849 +30.29%
Mountain Capital Investment Advisors Inc 2,587 2,914 +327 +12.64%
US Financial Advisors LLC 4,533 4,872 +339 +7.48%
Ameriprise Financial Inc. 4,943 5,280 +337 +6.82%
Cetera Advisor Networks LLC 2,952 3,111 +159 +5.39%
Bank of America Corp DE 51,814 53,551 +1,737 +3.35%
Morgan Stanley 97,102 100,245 +3,143 +3.24%
UBS Group AG 42,502 43,623 +1,121 +2.64%
Wealthfront Advisers LLC 5,385 5,504 +119 +2.21%
Cambridge Investment Research Advisors Inc. 7,351 7,438 +87 +1.18%
Aprio Wealth Management LLC 3,357 3,394 +37 +1.10%
Bell Investment Advisors Inc 7,267 7,330 +63 +0.87%
Princeton Global Asset Management LLC 512 514 +2 +0.39%
Comerica Bank 597 599 +2 +0.34%
Ameritas Investment Partners Inc. 668 670 +2 +0.30%
Camden Capital LLC 3,359 3,369 +10 +0.30%
Atticus Wealth Management LLC 1,017 1,020 +3 +0.29%
Albion Financial Group UT 30,094 30,174 +80 +0.27%
Wells Fargo & Company MN 5,469 5,481 +12 +0.22%
LPL Financial LLC 98,571 98,671 +100 +0.10%
13F Filers Reporting New Positions In SHE
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 69 +69 +100%
Thrivent Financial for Lutherans 0 2,266 +2,266 +100%
Mariner LLC 0 5,370 +5,370 +100%
Asset Dedication LLC 0 12 +12 +100%
Private Ocean LLC 0 10 +10 +100%
Mutual Advisors LLC 0 2,293 +2,293 +100%
Security National Bank 0 467 +467 +100%
International Assets Investment Management LLC 0 67,370 +67,370 +100%
Buckingham Strategic Partners 0 2,155 +2,155 +100%
ICA Group Wealth Management LLC 0 142 +142 +100%
McGlone Suttner Wealth Management Inc. 0 28 +28 +100%
PFG Investments LLC 0 2,316 +2,316 +100%
Sachetta LLC 0 42 +42 +100%
13F Filers With Unchanged Share Count
Franklin Resources Inc. 210 210 UNCH 0.00%
Huntington National Bank 1 1 UNCH 0.00%
Caldwell Sutter Capital Inc. 18 18 UNCH 0.00%
Harbour Investments Inc. 130 130 UNCH 0.00%
Johnson Investment Counsel Inc. 3,800 3,800 UNCH 0.00%
Citigroup Inc. 137 137 UNCH 0.00%
Bank of Montreal Can 700 700 UNCH 0.00%
Smithfield Trust Co. 24 24 UNCH 0.00%
Pittenger & Anderson Inc. 1,919 1,919 UNCH 0.00%
Whittier Trust Co. 2,637 2,637 UNCH 0.00%
Private Trust Co. NA 1,246 1,246 UNCH 0.00%
TD Capital Management LLC 187 187 UNCH 0.00%
Rock Creek Group LP 179,839 179,839 UNCH 0.00%
Tower Research Capital LLC TRC 3 3 UNCH 0.00%
Bartlett & Co. LLC 400 400 UNCH 0.00%
JJJ Advisors Inc. 10 10 UNCH 0.00%
Compagnie Lombard Odier SCmA 310 310 UNCH 0.00%
AllSquare Wealth Management LLC 47 47 UNCH 0.00%
Grove Bank & Trust 1,886 1,886 UNCH 0.00%
Aptus Capital Advisors LLC 59 59 UNCH 0.00%
Simon Quick Advisors LLC 3,000 3,000 UNCH 0.00%
Steward Partners Investment Advisory LLC 460 460 UNCH 0.00%
Global Retirement Partners LLC 17 17 UNCH 0.00%
Lindbrook Capital LLC 250 250 UNCH 0.00%
Sentinel Pension Advisors Inc. 2,417 2,417 UNCH 0.00%
Guardian Wealth Advisors LLC NC 59 59 UNCH 0.00%
Mendel Capital Management LLC 4,066 4,066 UNCH 0.00%
Farther Finance Advisors LLC 16 16 UNCH 0.00%
Bartlett & CO. Wealth Management LLC 400 400 UNCH 0.00%
13F Filers Decreasing SHE Share Count
Allworth Financial LP 4,573 8 -4,565 -99.83%
Adirondack Trust Co. 208 8 -200 -96.15%
The PNC Financial Services Group Inc. 724 282 -442 -61.05%
Goldman Sachs Group Inc. 4,136 2,209 -1,927 -46.59%
Raymond James Financial Services Advisors Inc. 7,178 3,847 -3,331 -46.41%
Geneos Wealth Management Inc. 170 100 -70 -41.18%
Laurel Wealth Planning LLC 6,920 5,341 -1,579 -22.82%
Valmark Advisers Inc. 3,255 2,580 -675 -20.74%
Advisor Group Holdings Inc. 9,311 7,810 -1,501 -16.12%
Raymond James & Associates 2,645 2,268 -377 -14.25%
Envestnet Asset Management Inc. 7,193 6,250 -943 -13.11%
Mercer Global Advisors Inc. ADV 8,163 7,153 -1,010 -12.37%
Northwestern Mutual Wealth Management Co. 1,647 1,448 -199 -12.08%
Wealth Enhancement Advisory Services LLC 5,320 4,860 -460 -8.65%
WCG Wealth Advisors LLC 21,525 20,527 -998 -4.64%
Commonwealth Equity Services LLC 6,879 6,583 -296 -4.30%
Boston Financial Mangement LLC 4,864 4,661 -203 -4.17%
JPMorgan Chase & Co. 53,999 52,022 -1,977 -3.66%
Cetera Investment Advisers 34,355 33,160 -1,195 -3.48%
KilterHowling LLC 2,768 2,675 -93 -3.36%
Gradient Investments LLC 8,028 7,830 -198 -2.47%
Sei Investments Co. 6,605 6,444 -161 -2.44%
First Horizon Advisors Inc. 2,441 2,390 -51 -2.09%
Howe & Rusling Inc. 2,141 2,108 -33 -1.54%
Fingerlakes Wealth Management Inc. 4,986 4,926 -60 -1.20%
Betterment LLC 35,588 35,572 -16 -0.04%
13F Filers Exiting SHE
Beaumont Financial Advisors LLC 2,655 0 -2,655 -100.00%
Congress Wealth Management LLC DE 6,415 0 -6,415 -100.00%
Stonebridge Capital Advisors LLC 150 0 -150 -100.00%
Modera Wealth Management LLC 46,689 0 -46,689 -100.00%
Creative Planning 473 0 -473 -100.00%
Baker Avenue Asset Management LP 1,578 0 -1,578 -100.00%
Sheets Smith Wealth Management 230 0 -230 -100.00%
Centaurus Financial Inc. 4,417 0 -4,417 -100.00%

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

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