Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing SLVP Share Count | ||||
Wealthfront Advisers LLC | 28,051 | 52,297 | +24,246 | +86.44% |
LPL Financial LLC | 35,113 | 52,546 | +17,433 | +49.65% |
UBS Group AG | 6,647 | 9,741 | +3,094 | +46.55% |
Citadel Advisors LLC | 1,946 | 2,731 | +785 | +40.34% |
Envestnet Asset Management Inc. | 48,761 | 63,035 | +14,274 | +29.27% |
180 Wealth Advisors LLC | 295,473 | 351,108 | +55,635 | +18.83% |
Walkner Condon Financial Advisors LLC | 41,281 | 48,178 | +6,897 | +16.71% |
Morgan Stanley | 292,008 | 340,082 | +48,074 | +16.46% |
Larson Financial Group LLC | 1,698 | 1,761 | +63 | +3.71% |
EP Wealth Advisors LLC | 16,942 | 17,105 | +163 | +0.96% |
Blair William & Co. IL | 565 | 568 | +3 | +0.53% |
SRS Capital Advisors Inc. | 2,499 | 2,511 | +12 | +0.48% |
Evoke Wealth LLC | 19,766 | 19,830 | +64 | +0.32% |
13F Filers Reporting New Positions In SLVP | ||||
Wells Fargo & Company MN | 0 | 1 | +1 | +100% |
Proequities Inc. | 0 | 0 | UNCH | 100% |
JJJ Advisors Inc. | 0 | 0 | UNCH | 100% |
FMR LLC | 0 | 1,125 | +1,125 | +100% |
Bank of Montreal Can | 0 | 87,641 | +87,641 | +100% |
Susquehanna International Group LLP | 0 | 33,336 | +33,336 | +100% |
OLD Mission Capital LLC | 0 | 37,080 | +37,080 | +100% |
Tower Research Capital LLC TRC | 0 | 1,200 | +1,200 | +100% |
Advisory Services Network LLC | 0 | 457 | +457 | +100% |
Jane Street Group LLC | 0 | 384,033 | +384,033 | +100% |
International Assets Investment Management LLC | 0 | 27,482 | +27,482 | +100% |
Coppell Advisory Solutions LLC | 0 | 188 | +188 | +100% |
ICA Group Wealth Management LLC | 0 | 600 | +600 | +100% |
Fielder Capital Group LLC | 0 | 623,916 | +623,916 | +100% |
Creekmur Asset Management LLC | 0 | 200 | +200 | +100% |
13F Filers With Unchanged Share Count | ||||
First Manhattan Co. | 2 | 2 | UNCH | 0.00% |
Johnson Investment Counsel Inc. | 20,615 | 20,615 | UNCH | 0.00% |
Royal Bank of Canada | 13,820 | 13,820 | UNCH | 0.00% |
Baldwin Brothers Inc. MA | 10,610 | 10,610 | UNCH | 0.00% |
Whittier Trust Co. | 1,259 | 1,259 | UNCH | 0.00% |
Bartlett & Co. LLC | 1,400 | 1,400 | UNCH | 0.00% |
Capital Investment Advisory Services LLC | 900 | 900 | UNCH | 0.00% |
Edmonds Duncan Registered Investment Advisors LLC | 13,115 | 13,115 | UNCH | 0.00% |
Parallel Advisors LLC | 19 | 19 | UNCH | 0.00% |
Steward Partners Investment Advisory LLC | 375 | 375 | UNCH | 0.00% |
Carmichael Hill & Associates Inc. | 2,000 | 2,000 | UNCH | 0.00% |
Sound Income Strategies LLC | 129 | 129 | UNCH | 0.00% |
Islay Capital Management LLC | 250 | 250 | UNCH | 0.00% |
Salomon & Ludwin LLC | 3,185 | 3,185 | UNCH | 0.00% |
Banque Cantonale Vaudoise | 14,000 | 14,000 | UNCH | 0.00% |
Spire Wealth Management | 9,178 | 9,178 | UNCH | 0.00% |
JTC Employer Solutions Trusteee Ltd | 9,750 | 9,750 | UNCH | 0.00% |
Householder Group Estate & Retirement Specialist LLC | 625 | 625 | UNCH | 0.00% |
Lane Generational LLC | 38,611 | 38,611 | UNCH | 0.00% |
Glass Jacobson Investment Advisors llc | 557 | 557 | UNCH | 0.00% |
Bartlett & CO. Wealth Management LLC | 1,400 | 1,400 | UNCH | 0.00% |
13F Filers Decreasing SLVP Share Count | ||||
GFG Capital LLC | 162,530 | 18,965 | -143,565 | -88.33% |
Capital Wealth Alliance LLC | 89,665 | 16,582 | -73,083 | -81.51% |
Simplex Trading LLC | 414 | 170 | -244 | -58.94% |
First Horizon Advisors Inc. | 1,285 | 787 | -498 | -38.75% |
Baystate Wealth Management LLC | 11,414 | 7,327 | -4,087 | -35.81% |
HRT Financial LP | 22,978 | 16,636 | -6,342 | -27.60% |
Visionary Wealth Advisors | 107,906 | 96,124 | -11,782 | -10.92% |
Bank of America Corp DE | 242,316 | 232,173 | -10,143 | -4.19% |
Founders Financial Securities LLC | 31,016 | 30,317 | -699 | -2.25% |
Advisor Group Holdings Inc. | 34,948 | 34,351 | -597 | -1.71% |
13F Filers Exiting SLVP | ||||
Concorde Asset Management LLC | 12,814 | 0 | -12,814 | -100.00% |
Two Sigma Securities LLC | 11,498 | 0 | -11,498 | -100.00% |
Credit Suisse AG | 51,550 | 0 | -51,550 | -100.00% |
Commonwealth Equity Services LLC | 11,395 | 0 | -11,395 | -100.00% |
See Summary: Institutional Holders of SLVP
See Details: Top 10 Hedge Funds Holding SLVP