HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SOUN Share Count | ||||
| Householder Group Estate & Retirement Specialist LLC | 35 | 4,123 | +4,088 | +11680.00% |
| Global Retirement Partners LLC | 350 | 26,275 | +25,925 | +7407.14% |
| National Bank of Canada FI | 808 | 20,418 | +19,610 | +2426.98% |
| Advisory Services Network LLC | 2,400 | 23,832 | +21,432 | +893.00% |
| Cambridge Investment Research Advisors Inc. | 14,934 | 110,764 | +95,830 | +641.69% |
| Citigroup Inc. | 63,595 | 429,171 | +365,576 | +574.85% |
| FMR LLC | 4,315 | 28,885 | +24,570 | +569.41% |
| Sunbelt Securities Inc. | 400 | 2,379 | +1,979 | +494.75% |
| Advisor Group Holdings Inc. | 38,717 | 168,057 | +129,340 | +334.07% |
| New York State Common Retirement Fund | 12,519 | 51,689 | +39,170 | +312.88% |
| Private Advisor Group LLC | 10,950 | 42,599 | +31,649 | +289.03% |
| HighTower Advisors LLC | 12,300 | 46,634 | +34,334 | +279.14% |
| Commonwealth Equity Services LLC | 87,274 | 296,428 | +209,154 | +239.65% |
| LPL Financial LLC | 192,577 | 524,901 | +332,324 | +172.57% |
| Independent Advisor Alliance | 13,000 | 32,770 | +19,770 | +152.08% |
| Nisa Investment Advisors LLC | 95 | 232 | +137 | +144.21% |
| Wells Fargo & Company MN | 60,185 | 140,266 | +80,081 | +133.06% |
| JPMorgan Chase & Co. | 91,316 | 191,281 | +99,965 | +109.47% |
| City State Bank | 500 | 900 | +400 | +80.00% |
| CWM LLC | 501 | 790 | +289 | +57.68% |
| Belvedere Trading LLC | 18,886 | 24,921 | +6,035 | +31.95% |
| Susquehanna International Group LLP | 406,094 | 525,311 | +119,217 | +29.36% |
| UBS Group AG | 158,952 | 202,783 | +43,831 | +27.57% |
| Victory Capital Management Inc. | 27,339 | 33,494 | +6,155 | +22.51% |
| US Bancorp DE | 19,481 | 23,403 | +3,922 | +20.13% |
| Ameritas Investment Partners Inc. | 11,561 | 13,561 | +2,000 | +17.30% |
| Principal Financial Group Inc. | 15,931 | 18,560 | +2,629 | +16.50% |
| Vanguard Group Inc. | 13,843,982 | 16,070,453 | +2,226,471 | +16.08% |
| Bleakley Financial Group LLC | 10,094 | 11,214 | +1,120 | +11.10% |
| ProShare Advisors LLC | 22,849 | 24,803 | +1,954 | +8.55% |
| Charles Schwab Investment Management Inc. | 1,462,445 | 1,566,598 | +104,153 | +7.12% |
| Geode Capital Management LLC | 3,705,216 | 3,948,772 | +243,556 | +6.57% |
| Rhumbline Advisers | 165,978 | 174,306 | +8,328 | +5.02% |
| Good Life Advisors LLC | 82,200 | 86,300 | +4,100 | +4.99% |
| BlackRock Inc. | 11,758,411 | 12,343,093 | +584,682 | +4.97% |
| Credit Suisse AG | 182,329 | 189,321 | +6,992 | +3.83% |
| Bank of New York Mellon Corp | 506,230 | 517,631 | +11,401 | +2.25% |
| Gratus Capital LLC | 45,000 | 46,000 | +1,000 | +2.22% |
| 13F Filers Reporting New Positions In SOUN | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 2,000 | +2,000 | +100% |
| Fifth Third Bancorp | 0 | 1,000 | +1,000 | +100% |
| Franklin Resources Inc. | 0 | 81,021 | +81,021 | +100% |
| Hazlett Burt & Watson Inc. | 0 | 1,000 | +1,000 | +100% |
| The PNC Financial Services Group Inc. | 0 | 3,922 | +3,922 | +100% |
| NBC Securities Inc. | 0 | 143 | +143 | +100% |
| Creative Financial Designs Inc. ADV | 0 | 6,917 | +6,917 | +100% |
| ST Germain D J Co. Inc. | 0 | 2,258 | +2,258 | +100% |
| Wesbanco Bank Inc. | 0 | 10,000 | +10,000 | +100% |
| NBT Bank N A NY | 0 | 200 | +200 | +100% |
| Bank of Montreal Can | 0 | 34,799 | +34,799 | +100% |
| Albion Financial Group UT | 0 | 500 | +500 | +100% |
| Thoroughbred Financial Services LLC | 0 | 31,200 | +31,200 | +100% |
| Proffitt & Goodson Inc. | 0 | 300 | +300 | +100% |
| Equitec Proprietary Markets LLC | 0 | 13,800 | +13,800 | +100% |
| Hollencrest Capital Management | 0 | 500 | +500 | +100% |
| Balyasny Asset Management LLC | 0 | 64,565 | +64,565 | +100% |
| Alpine Woods Capital Investors LLC | 0 | 40,000 | +40,000 | +100% |
| Natixis | 0 | 75,000 | +75,000 | +100% |
| Zevenbergen Capital Investments LLC | 0 | 35,500 | +35,500 | +100% |
| Wolverine Asset Management LLC | 0 | 36,248 | +36,248 | +100% |
| Regions Financial Corp | 0 | 23,119 | +23,119 | +100% |
| CIBC Private Wealth Group LLC | 0 | 100 | +100 | +100% |
| Avantax Advisory Services Inc. | 0 | 10,675 | +10,675 | +100% |
| Suncoast Equity Management | 0 | 20,400 | +20,400 | +100% |
| Janney Montgomery Scott LLC | 0 | 18,557 | +18,557 | +100% |
| AlphaMark Advisors LLC | 0 | 100 | +100 | +100% |
| GHP Investment Advisors Inc. | 0 | 1,000 | +1,000 | +100% |
| AdvisorNet Financial Inc | 0 | 30 | +30 | +100% |
| KBC Group NV | 0 | 5,741 | +5,741 | +100% |
| Benjamin F. Edwards & Company Inc. | 0 | 1,800 | +1,800 | +100% |
| Signaturefd LLC | 0 | 8,055 | +8,055 | +100% |
| Raymond James Financial Services Advisors Inc. | 0 | 78,066 | +78,066 | +100% |
| Harbor Investment Advisory LLC | 0 | 1,750 | +1,750 | +100% |
| YHB Investment Advisors Inc. | 0 | 1,000 | +1,000 | +100% |
| Kessler Investment Group LLC | 0 | 23,733 | +23,733 | +100% |
| Creative Planning | 0 | 17,780 | +17,780 | +100% |
| Verity & Verity LLC | 0 | 89,136 | +89,136 | +100% |
| Allworth Financial LP | 0 | 6,000 | +6,000 | +100% |
| Financial Management Professionals Inc. | 0 | 130 | +130 | +100% |
| Headlands Technologies LLC | 0 | 2,354 | +2,354 | +100% |
| Vontobel Holding Ltd. | 0 | 10,700 | +10,700 | +100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 0 | 27 | +27 | +100% |
| Sequoia Financial Advisors LLC | 0 | 18,183 | +18,183 | +100% |
| Moors & Cabot Inc. | 0 | 11,781 | +11,781 | +100% |
| Stratos Wealth Partners LTD. | 0 | 12,885 | +12,885 | +100% |
| Tradewinds Capital Management LLC | 0 | 175 | +175 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 28,523 | +28,523 | +100% |
| Genesee Capital Advisors LLC | 0 | 17,468 | +17,468 | +100% |
| Wealthcare Advisory Partners LLC | 0 | 14,379 | +14,379 | +100% |
| Parallel Advisors LLC | 0 | 1,072 | +1,072 | +100% |
| Avestar Capital LLC | 0 | 37,800 | +37,800 | +100% |
| Bogart Wealth LLC | 0 | 100 | +100 | +100% |
| Ballew Advisors Inc | 0 | 10,000 | +10,000 | +100% |
| Financial Advocates Investment Management | 0 | 46,094 | +46,094 | +100% |
| Investors Research Corp | 0 | 450 | +450 | +100% |
| Castleview Partners LLC | 0 | 300 | +300 | +100% |
| Financial Gravity Asset Management Inc. | 0 | 307 | +307 | +100% |
| Princeton Global Asset Management LLC | 0 | 600 | +600 | +100% |
| Clear Creek Financial Management LLC | 0 | 50,832 | +50,832 | +100% |
| Tsfg LLC | 0 | 300 | +300 | +100% |
| RE Dickinson Investment Advisors LLC | 0 | 25 | +25 | +100% |
| Emerald Advisors LLC | 0 | 10,000 | +10,000 | +100% |
| Fortis Group Advisors LLC | 0 | 19,478 | +19,478 | +100% |
| TFC Financial Management | 0 | 500 | +500 | +100% |
| Hexagon Capital Partners LLC | 0 | 5,000 | +5,000 | +100% |
| Sovereign Financial Group Inc. | 0 | 27,717 | +27,717 | +100% |
| Continuum Advisory LLC | 0 | 400 | +400 | +100% |
| Alliance Wealth Advisors LLC | 0 | 13,000 | +13,000 | +100% |
| Deuterium Capital Management LLC | 0 | 10,000 | +10,000 | +100% |
| Newbridge Financial Services Group Inc. | 0 | 9,400 | +9,400 | +100% |
| Greenland Capital Management LP | 0 | 35,000 | +35,000 | +100% |
| Pitti Group Wealth Management LLC | 0 | 11,144 | +11,144 | +100% |
| Operose Advisors LLC | 0 | 690 | +690 | +100% |
| Simplicity Wealth LLC | 0 | 11,214 | +11,214 | +100% |
| Atria Wealth Solutions Inc. | 0 | 24,368 | +24,368 | +100% |
| Fortitude Advisory Group L.L.C. | 0 | 27,450 | +27,450 | +100% |
| DecisionPoint Financial LLC | 0 | 6,781 | +6,781 | +100% |
| Global Assets Advisory LLC | 0 | 138,972 | +138,972 | +100% |
| Coston McIsaac & Partners | 0 | 55 | +55 | +100% |
| New England Capital Financial Advisors LLC | 0 | 300 | +300 | +100% |
| Viawealth LLC | 0 | 11,000 | +11,000 | +100% |
| Burr Financial Services LLC | 0 | 427,695 | +427,695 | +100% |
| PFG Investments LLC | 0 | 226,650 | +226,650 | +100% |
| TD Waterhouse Canada Inc. | 0 | 1,300 | +1,300 | +100% |
| Concurrent Investment Advisors LLC | 0 | 33,800 | +33,800 | +100% |
| Private Wealth Management Group LLC | 0 | 20 | +20 | +100% |
| ARK & TLK Investments LLC | 0 | 12,500 | +12,500 | +100% |
| American Capital Advisory LLC | 0 | 1,000 | +1,000 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CIBC Asset Management Inc | 24,623 | 24,623 | UNCH | 0.00% |
| FinTrust Capital Advisors LLC | 250 | 250 | UNCH | 0.00% |
| EverSource Wealth Advisors LLC | 191 | 191 | UNCH | 0.00% |
| Sound Income Strategies LLC | 50 | 50 | UNCH | 0.00% |
| Larson Financial Group LLC | 2,200 | 2,200 | UNCH | 0.00% |
| PSI Advisors LLC | 500 | 500 | UNCH | 0.00% |
| AlphaCentric Advisors LLC | 200,000 | 200,000 | UNCH | 0.00% |
| Fortitude Family Office LLC | 3,418 | 3,418 | UNCH | 0.00% |
| Stephens Consulting LLC | 277 | 277 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 200 | 200 | UNCH | 0.00% |
| 13F Filers Decreasing SOUN Share Count | ||||
| Truist Financial Corp | 1,413,860 | 50,944 | -1,362,916 | -96.40% |
| Cutler Group LP | 25,960 | 2,597 | -23,363 | -90.00% |
| Raymond James & Associates | 773,429 | 145,216 | -628,213 | -81.22% |
| Amalgamated Bank | 19,821 | 4,720 | -15,101 | -76.19% |
| Lincoln National Corp | 202,258 | 58,758 | -143,500 | -70.95% |
| SG Americas Securities LLC | 38,243 | 18,764 | -19,479 | -50.93% |
| Kim LLC | 200,292 | 100,292 | -100,000 | -49.93% |
| Connable Office Inc. | 19,957 | 14,957 | -5,000 | -25.05% |
| Mirae Asset Global Investments Co. Ltd. | 1,684,748 | 1,264,842 | -419,906 | -24.92% |
| Zurcher Kantonalbank Zurich Cantonalbank | 45,840 | 36,138 | -9,702 | -21.16% |
| Tocqueville Asset Management L.P. | 1,067,513 | 969,513 | -98,000 | -9.18% |
| Arizona State Retirement System | 56,809 | 54,681 | -2,128 | -3.75% |
| Nuveen Asset Management LLC | 392,943 | 380,995 | -11,948 | -3.04% |
| Swiss National Bank | 400,500 | 392,900 | -7,600 | -1.90% |
| American International Group Inc. | 68,621 | 68,035 | -586 | -0.85% |
| 13F Filers Exiting SOUN | ||||
| ORG Partners LLC | 300 | 0 | -300 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 1,310 | 0 | -1,310 | -100.00% |
| IAM Advisory LLC | 13,767 | 0 | -13,767 | -100.00% |
| International Assets Investment Management LLC | 53 | 0 | -53 | -100.00% |
| Great Valley Advisor Group Inc. | 20,000 | 0 | -20,000 | -100.00% |
| Aspire Private Capital LLC | 500 | 0 | -500 | -100.00% |
| Apollon Wealth Management LLC | 21,162 | 0 | -21,162 | -100.00% |
| Versant Capital Management Inc | 151 | 0 | -151 | -100.00% |
| Meridian Wealth Management LLC | 71,995 | 0 | -71,995 | -100.00% |
| ARP Americas LP | 60,200 | 0 | -60,200 | -100.00% |
| BSW Wealth Partners | 12,601 | 0 | -12,601 | -100.00% |
| Simplex Trading LLC | 59,979 | 0 | -59,979 | -100.00% |
| Renaissance Technologies LLC | 24,284 | 0 | -24,284 | -100.00% |
| Sand Hill Global Advisors LLC | 48,575 | 0 | -48,575 | -100.00% |
| State Board of Administration of Florida Retirement System | 39,990 | 0 | -39,990 | -100.00% |
| Royce & Associates LP | 110,000 | 0 | -110,000 | -100.00% |
See Summary: Institutional Holders of SOUN
See Details: Top 10 Hedge Funds Holding SOUN
Also See: SOUN Insider Buying
