HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing STLA Share Count | ||||
| Exchange Traded Concepts LLC | 617 | 73,372 | +72,755 | +11791.73% |
| FCG Investment Co | 31,388 | 70,142 | +38,754 | +123.47% |
| Ritholtz Wealth Management | 18,636 | 37,116 | +18,480 | +99.16% |
| CWM LLC | 6,439 | 11,550 | +5,111 | +79.38% |
| Allworth Financial LP | 14,729 | 19,286 | +4,557 | +30.94% |
| Nations Financial Group Inc. IA ADV | 23,803 | 29,464 | +5,661 | +23.78% |
| Spire Wealth Management | 4,851 | 5,982 | +1,131 | +23.31% |
| Lindbrook Capital LLC | 3,047 | 3,751 | +704 | +23.10% |
| Hennion & Walsh Asset Management Inc. | 37,902 | 45,929 | +8,027 | +21.18% |
| Zurcher Kantonalbank Zurich Cantonalbank | 1,335,524 | 1,543,075 | +207,551 | +15.54% |
| Sound Income Strategies LLC | 155,686 | 178,487 | +22,801 | +14.65% |
| Voisard Asset Management Group Inc. | 963 | 1,093 | +130 | +13.50% |
| Ashton Thomas Private Wealth LLC | 26,613 | 29,832 | +3,219 | +12.10% |
| Ballentine Partners LLC | 17,723 | 19,821 | +2,098 | +11.84% |
| Park Avenue Securities LLC | 8,697 | 9,534 | +837 | +9.62% |
| DGS Capital Management LLC | 77,076 | 84,247 | +7,171 | +9.30% |
| Artemis Investment Management LLP | 782,722 | 852,480 | +69,758 | +8.91% |
| Banque Cantonale Vaudoise | 27,611 | 29,192 | +1,581 | +5.73% |
| Massmutual Trust Co. FSB ADV | 1,448 | 1,524 | +76 | +5.25% |
| Bank of New York Mellon Corp | 10,983,927 | 11,532,856 | +548,929 | +5.00% |
| Natixis Advisors L.P. | 192,782 | 200,816 | +8,034 | +4.17% |
| Veriti Management LLC | 62,080 | 64,363 | +2,283 | +3.68% |
| Hexagon Capital Partners LLC | 13,214 | 13,677 | +463 | +3.50% |
| Trust Co. of Toledo NA OH | 40,853 | 42,181 | +1,328 | +3.25% |
| Global Retirement Partners LLC | 2,425 | 2,495 | +70 | +2.89% |
| Strategic Investment Advisors MI | 31,120 | 31,896 | +776 | +2.49% |
| JJJ Advisors Inc. | 27,781 | 28,441 | +660 | +2.38% |
| Cyndeo Wealth Partners LLC | 205,233 | 210,044 | +4,811 | +2.34% |
| KMG Fiduciary Partners LLC | 68,599 | 70,128 | +1,529 | +2.23% |
| Barlow Wealth Partners Inc. | 403,917 | 412,884 | +8,967 | +2.22% |
| OLD National Bancorp IN | 12,861 | 13,020 | +159 | +1.24% |
| Wealth Enhancement Advisory Services LLC | 38,423 | 38,763 | +340 | +0.88% |
| Exane Asset Management | 1,815,661 | 1,818,658 | +2,997 | +0.17% |
| Cookson Peirce & Co. Inc. | 1,534,288 | 1,535,067 | +779 | +0.05% |
| 13F Filers Reporting New Positions In STLA | ||||
| NatWest Group plc | 0 | 53,493 | +53,493 | +100% |
| Westend Capital Management LLC | 0 | 1,354 | +1,354 | +100% |
| AlphaMark Advisors LLC | 0 | 525 | +525 | +100% |
| AdvisorNet Financial Inc | 0 | 143 | +143 | +100% |
| IMC Chicago LLC | 0 | 28,096 | +28,096 | +100% |
| Mesirow Financial Investment Management Inc. | 0 | 93,476 | +93,476 | +100% |
| Simplex Trading LLC | 0 | 61,361 | +61,361 | +100% |
| Mather Group LLC. | 0 | 57 | +57 | +100% |
| Cutler Group LP | 0 | 600 | +600 | +100% |
| Checchi Capital Advisers LLC | 0 | 7,268 | +7,268 | +100% |
| Private Ocean LLC | 0 | 140 | +140 | +100% |
| Foresight Capital Management Advisors Inc. | 0 | 54,550 | +54,550 | +100% |
| Moisand Fitzgerald Tamayo LLC | 0 | 8 | +8 | +100% |
| Pinnacle Bank | 0 | 264 | +264 | +100% |
| Valeo Financial Advisors LLC | 0 | 7,792 | +7,792 | +100% |
| Gunderson Capital Management Inc. | 0 | 93,350 | +93,350 | +100% |
| Kathmere Capital Management LLC | 0 | 10,271 | +10,271 | +100% |
| Rise Advisors LLC | 0 | 635 | +635 | +100% |
| Accordant Advisory Group Inc | 0 | 90,384 | +90,384 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 1,345 | 1,345 | UNCH | 0.00% |
| Cigna Investments Inc. New | 41,831 | 41,831 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 150 | 150 | UNCH | 0.00% |
| Griffin Asset Management Inc. | 14,500 | 14,500 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 244 | 244 | UNCH | 0.00% |
| SOL Capital Management CO | 29,350 | 29,350 | UNCH | 0.00% |
| Westside Investment Management Inc. | 225 | 225 | UNCH | 0.00% |
| Tradewinds Capital Management LLC | 40 | 40 | UNCH | 0.00% |
| Roble Belko & Company Inc | 30 | 30 | UNCH | 0.00% |
| Capital Asset Advisory Services LLC | 10,537 | 10,537 | UNCH | 0.00% |
| Independence Bank of Kentucky | 200 | 200 | UNCH | 0.00% |
| Solstein Capital LLC | 2,165 | 2,165 | UNCH | 0.00% |
| Lion Street Advisors LLC | 28,900 | 28,900 | UNCH | 0.00% |
| CVA Family Office LLC | 169 | 169 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 17 | 17 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 4,709 | 4,709 | UNCH | 0.00% |
| Hoese & Co LLP | 1,136 | 1,136 | UNCH | 0.00% |
| Five Oceans Advisors | 12,410 | 12,410 | UNCH | 0.00% |
| Border to Coast Pensions Partnership Ltd | 1,131,847 | 1,131,847 | UNCH | 0.00% |
| HFG Advisors Inc. | 21,605 | 21,605 | UNCH | 0.00% |
| Sutton Place Investors LLC | 9,914 | 9,914 | UNCH | 0.00% |
| Fortitude Family Office LLC | 247 | 247 | UNCH | 0.00% |
| Stephens Consulting LLC | 5 | 5 | UNCH | 0.00% |
| Trifecta Capital Advisors LLC | 850 | 850 | UNCH | 0.00% |
| Park Place Capital Corp | 823 | 823 | UNCH | 0.00% |
| Financial Perspectives Inc | 1,222 | 1,222 | UNCH | 0.00% |
| GAMMA Investing LLC | 469 | 469 | UNCH | 0.00% |
| 13F Filers Decreasing STLA Share Count | ||||
| Bruce G. Allen Investments LLC | 1,717 | 1,097 | -620 | -36.11% |
| Strategic Advisors LLC | 50,000 | 34,500 | -15,500 | -31.00% |
| Sweet Financial Partners LLC | 21,850 | 15,590 | -6,260 | -28.65% |
| Financial Synergies Wealth Advisors Inc. | 79 | 60 | -19 | -24.05% |
| Venturi Wealth Management LLC | 235 | 180 | -55 | -23.40% |
| Cambridge Investment Research Advisors Inc. | 17,236 | 15,253 | -1,983 | -11.50% |
| Atlas Capital Advisors LLC | 50,116 | 44,812 | -5,304 | -10.58% |
| Manning & Napier Group LLC | 189,435 | 171,371 | -18,064 | -9.54% |
| Wealthstar Advisors LLC | 22,576 | 20,470 | -2,106 | -9.33% |
| Baker Ellis Asset Management LLC | 92,186 | 84,236 | -7,950 | -8.62% |
| Raymond James & Associates | 207,366 | 190,439 | -16,927 | -8.16% |
| Coastal Investment Advisors Inc. | 9,334 | 8,886 | -448 | -4.80% |
| Assenagon Asset Management S.A. | 149,052 | 142,194 | -6,858 | -4.60% |
| Norman Fields Gottscho Capital Management LLC | 78,550 | 75,150 | -3,400 | -4.33% |
| Financial Management Professionals Inc. | 1,646 | 1,585 | -61 | -3.71% |
| Sumitomo Mitsui Trust Holdings Inc. | 3,009,145 | 2,897,504 | -111,641 | -3.71% |
| Catalyst Capital Advisors LLC | 109,000 | 106,550 | -2,450 | -2.25% |
| Dynamic Advisor Solutions LLC | 50,305 | 49,270 | -1,035 | -2.06% |
| DekaBank Deutsche Girozentrale | 18,449,565 | 18,169,483 | -280,082 | -1.52% |
| Chemistry Wealth Management LLC | 47,032 | 46,502 | -530 | -1.13% |
| Raymond James Financial Services Advisors Inc. | 42,349 | 42,020 | -329 | -0.78% |
| 13F Filers Exiting STLA | ||||
| BKM Wealth Management LLC | 296 | 0 | -296 | -100.00% |
| Arlington Trust Co LLC | 174 | 0 | -174 | -100.00% |
| Newbridge Financial Services Group Inc. | 2,587 | 0 | -2,587 | -100.00% |
| Tennessee Valley Asset Management Partners | 197 | 0 | -197 | -100.00% |
| MV Capital Management Inc. | 65 | 0 | -65 | -100.00% |
| Stratos Wealth Partners LTD. | 9,739 | 0 | -9,739 | -100.00% |
| Chicago Partners Investment Group LLC | 10,725 | 0 | -10,725 | -100.00% |
| Rational Advisors LLC | 109,000 | 0 | -109,000 | -100.00% |
| Bourgeon Capital Management LLC | 69 | 0 | -69 | -100.00% |
See Summary: Institutional Holders of STLA
See Details: Top 10 Hedge Funds Holding STLA
