HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SHYL Share Count | ||||
| Bank of America Corp DE | 51,938 | 173,273 | +121,335 | +233.62% |
| Assetmark Inc. | 52 | 168 | +116 | +223.08% |
| PFG Advisors | 9,719 | 16,458 | +6,739 | +69.34% |
| LPL Financial LLC | 8,570 | 14,223 | +5,653 | +65.96% |
| Atria Investments LLC | 40,528 | 57,300 | +16,772 | +41.38% |
| Ameriprise Financial Inc. | 120,761 | 145,738 | +24,977 | +20.68% |
| Financial Advisory Corp UT ADV | 18,253 | 20,187 | +1,934 | +10.60% |
| Crumly & Associates Inc. | 170,113 | 184,205 | +14,092 | +8.28% |
| Bank of New York Mellon Corp | 15,706 | 16,768 | +1,062 | +6.76% |
| RHS Financial LLC | 9,331 | 9,656 | +325 | +3.48% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,858 | 1,865 | +7 | +0.38% |
| 13F Filers Reporting New Positions In SHYL | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Wells Fargo & Company MN | 0 | 0 | UNCH | 100% |
| Morgan Stanley | 0 | 81 | +81 | +100% |
| Citadel Advisors LLC | 0 | 12,170 | +12,170 | +100% |
| Flow Traders U.S. LLC | 0 | 9,717 | +9,717 | +100% |
| CWM LLC | 0 | 5,762 | +5,762 | +100% |
| Cantor Fitzgerald Investment Adviser L.P. | 0 | 89,729 | +89,729 | +100% |
| Townsquare Capital LLC | 0 | 29,695 | +29,695 | +100% |
| International Assets Investment Management LLC | 0 | 8,500 | +8,500 | +100% |
| Fortitude Family Office LLC | 0 | 2,760 | +2,760 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Comerica Bank | 1,812 | 1,812 | UNCH | 0.00% |
| Royal Bank of Canada | 250 | 250 | UNCH | 0.00% |
| GWM Advisors LLC | 13 | 13 | UNCH | 0.00% |
| Western Wealth Management LLC | 18,076 | 18,076 | UNCH | 0.00% |
| Aaron Wealth Advisors | 5,212 | 5,212 | UNCH | 0.00% |
| 13F Filers Decreasing SHYL Share Count | ||||
| Allworth Financial LP | 84,556 | 29,843 | -54,713 | -64.71% |
| Geneos Wealth Management Inc. | 24,449 | 13,823 | -10,626 | -43.46% |
| Jane Street Group LLC | 41,839 | 27,542 | -14,297 | -34.17% |
| Orion Portfolio Solutions LLC | 115,535 | 102,481 | -13,054 | -11.30% |
| Systelligence LLC | 229,255 | 209,034 | -20,221 | -8.82% |
| Envestnet Asset Management Inc. | 46,951 | 43,327 | -3,624 | -7.72% |
| 3EDGE Asset Management LP | 62,229 | 59,358 | -2,871 | -4.61% |
| Cambridge Investment Research Advisors Inc. | 4,722 | 4,622 | -100 | -2.12% |
| 13F Filers Exiting SHYL | ||||
| Columbia Advisory Partners LLC | 11,217 | 0 | -11,217 | -100.00% |
| Advisor Group Holdings Inc. | 3,808 | 0 | -3,808 | -100.00% |
| Cantor Fitzgerald L. P. | 168,328 | 0 | -168,328 | -100.00% |
See Summary: Institutional Holders of SHYL
See Details: Top 10 Hedge Funds Holding SHYL
