Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing SRCE Share Count | ||||
CWM LLC | 4 | 165 | +161 | +4025.00% |
BNP Paribas Arbitrage SA | 4,210 | 8,151 | +3,941 | +93.61% |
Teacher Retirement System of Texas | 14,662 | 19,730 | +5,068 | +34.57% |
Zurcher Kantonalbank Zurich Cantonalbank | 2,557 | 3,381 | +824 | +32.23% |
Denali Advisors LLC | 54,600 | 71,500 | +16,900 | +30.95% |
Indiana Trust & Investment Management CO | 44,588 | 50,032 | +5,444 | +12.21% |
Empowered Funds LLC | 68,944 | 74,544 | +5,600 | +8.12% |
Valeo Financial Advisors LLC | 7,277 | 7,824 | +547 | +7.52% |
Legato Capital Management LLC | 25,809 | 27,226 | +1,417 | +5.49% |
GAMMA Investing LLC | 189 | 195 | +6 | +3.17% |
M&R Capital Management Inc. | 37 | 38 | +1 | +2.70% |
Linden Thomas Advisory Services LLC | 27,394 | 27,825 | +431 | +1.57% |
Commonwealth Equity Services LLC | 4,342 | 4,364 | +22 | +0.51% |
KFG Wealth Management LLC | 6,174 | 6,180 | +6 | +0.10% |
13F Filers Reporting New Positions In SRCE | ||||
Proequities Inc. | 0 | 0 | UNCH | 100% |
New York State Teachers Retirement System | 0 | 1,493 | +1,493 | +100% |
New York Life Investment Management LLC | 0 | 7,099 | +7,099 | +100% |
Macroview Investment Management LLC | 0 | 160 | +160 | +100% |
Mirae Asset Global Investments Co. Ltd. | 0 | 13,114 | +13,114 | +100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 0 | 4 | +4 | +100% |
Semanteon Capital Management LP | 0 | 7,053 | +7,053 | +100% |
Concord Wealth Partners | 0 | 66 | +66 | +100% |
13F Filers With Unchanged Share Count | ||||
Huntington National Bank | 1,102 | 1,102 | UNCH | 0.00% |
Walter & Keenan Financial Consulting Co. MI ADV | 7,672 | 7,672 | UNCH | 0.00% |
Nisa Investment Advisors LLC | 18 | 18 | UNCH | 0.00% |
Massmutual Trust Co. FSB ADV | 11 | 11 | UNCH | 0.00% |
Whittier Trust Co. of Nevada Inc. | 248 | 248 | UNCH | 0.00% |
North Star Investment Management Corp. | 5,349 | 5,349 | UNCH | 0.00% |
Signaturefd LLC | 17 | 17 | UNCH | 0.00% |
Addison Advisors LLC | 220 | 220 | UNCH | 0.00% |
Spire Wealth Management | 13 | 13 | UNCH | 0.00% |
Allspring Global Investments Holdings LLC | 5 | 5 | UNCH | 0.00% |
Harbour Trust & Investment Management Co | 3,959 | 3,959 | UNCH | 0.00% |
Smartleaf Asset Management LLC | 400 | 400 | UNCH | 0.00% |
13F Filers Decreasing SRCE Share Count | ||||
Amalgamated Bank | 1,476 | 583 | -893 | -60.50% |
Simplex Trading LLC | 90 | 53 | -37 | -41.11% |
Parallel Advisors LLC | 150 | 135 | -15 | -10.00% |
Raymond James & Associates | 5,259 | 5,089 | -170 | -3.23% |
IFG Advisory LLC | 17,767 | 17,326 | -441 | -2.48% |
Bank of New York Mellon Corp | 142,185 | 139,530 | -2,655 | -1.87% |
Values First Advisors Inc. | 42,967 | 42,417 | -550 | -1.28% |
Boston Trust Walden Corp | 439,272 | 436,677 | -2,595 | -0.59% |
Reinhart Partners Inc. | 238,377 | 237,436 | -941 | -0.39% |
Financial Counselors Inc. | 16,525 | 16,470 | -55 | -0.33% |
13F Filers Exiting SRCE | ||||
Glassman Wealth Services | 18 | 0 | -18 | -100.00% |
SG Americas Securities LLC | 3,426 | 0 | -3,426 | -100.00% |
Principal Financial Group Inc. | 5,726 | 0 | -5,726 | -100.00% |
See Summary: Institutional Holders of SRCE
See Details: Top 10 Hedge Funds Holding SRCE
Also See: SRCE Insider Buying