HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing TU Share Count | ||||
| Gulf International Bank UK Ltd | 1,968 | 2,752 | +784 | +39.84% |
| Pacifica Partners Inc. | 80,043 | 102,944 | +22,901 | +28.61% |
| Nexus Investment Management ULC | 1,681,218 | 1,841,818 | +160,600 | +9.55% |
| First Affirmative Financial Network | 22,072 | 23,169 | +1,097 | +4.97% |
| CVA Family Office LLC | 2,779 | 2,835 | +56 | +2.02% |
| Sound Income Strategies LLC | 587 | 597 | +10 | +1.70% |
| Addenda Capital Inc. | 385,470 | 389,297 | +3,827 | +0.99% |
| Cardinal Capital Management Inc. | 333,031 | 333,576 | +545 | +0.16% |
| 13F Filers Reporting New Positions In TU | ||||
| Mather Group LLC. | 0 | 38 | +38 | +100% |
| Private Ocean LLC | 0 | 71 | +71 | +100% |
| Opal Wealth Advisors LLC | 0 | 243 | +243 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Indiana Trust & Investment Management CO | 560 | 560 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 25 | 25 | UNCH | 0.00% |
| Coston McIsaac & Partners | 576 | 576 | UNCH | 0.00% |
| Prairie Sky Financial Group LLC | 13,332 | 13,332 | UNCH | 0.00% |
| 13F Filers Decreasing TU Share Count | ||||
| NBC Securities Inc. | 119,929 | 6,320 | -113,609 | -94.73% |
| Hennion & Walsh Asset Management Inc. | 30,218 | 17,253 | -12,965 | -42.90% |
| Massmutual Trust Co. FSB ADV | 748 | 543 | -205 | -27.41% |
| Grassi Investment Management | 47,500 | 44,150 | -3,350 | -7.05% |
| CWM LLC | 3,891 | 3,882 | -9 | -0.23% |
| 13F Filers Exiting TU | ||||
| Financial Advisory Partners LLC | 223,130 | 0 | -223,130 | -100.00% |
| International Assets Investment Management LLC | 16,758 | 0 | -16,758 | -100.00% |
| Exchange Traded Concepts LLC | 87 | 0 | -87 | -100.00% |
| ST Germain D J Co. Inc. | 202 | 0 | -202 | -100.00% |
See Summary: Institutional Holders of TU
See Details: Top 10 Hedge Funds Holding TU
