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TWM Holdings Changes image
This page summarizes the TWM holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2022 period, comparing share count change from 9/30/2022 to 12/31/2022. Share count is compared over these two periods to provide an indication of whether TWM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2022
 Share Count 
12/31/2022
 Share Count 
Change% Change
13F Filers Increasing TWM Share Count
Citadel Advisors LLC 21,144 260,859 +239,715 +1133.73%
Flow Traders U.S. LLC 21,970 51,077 +29,107 +132.49%
Credit Suisse AG 6,722 13,393 +6,671 +99.24%
HRT Financial LP 24,682 44,881 +20,199 +81.84%
Hillsdale Investment Management Inc. 30,000 42,500 +12,500 +41.67%
Advisor Group Holdings Inc. 3,039 4,274 +1,235 +40.64%
Blue Zone Wealth Advisors LLC 340,621 473,102 +132,481 +38.89%
Goldman Sachs Group Inc. 20,740 22,872 +2,132 +10.28%
Appleton Group LLC 16,199 17,123 +924 +5.70%
Juncture Wealth Strategies LLC 382,710 398,151 +15,441 +4.03%
13F Filers Reporting New Positions In TWM
Proequities Inc. 0 0 UNCH 100%
PVG Asset Management Corp 0 37,447 +37,447 +100%
National Asset Management Inc. 0 96,998 +96,998 +100%
Quantbot Technologies LP 0 6,442 +6,442 +100%
UBS Group AG 0 3,000 +3,000 +100%
GWM Advisors LLC 0 2,350 +2,350 +100%
Apollon Wealth Management LLC 0 23,112 +23,112 +100%
13F Filers With Unchanged Share Count
CWM LLC 32 32 UNCH 0.00%
Meridian Wealth Management LLC 98,426 98,426 UNCH 0.00%
13F Filers Decreasing TWM Share Count
Lazard Asset Management LLC 4,002 2 -4,000 -99.95%
JPMorgan Chase & Co. 3,792 75 -3,717 -98.02%
Fifth Third Bancorp 8,314 524 -7,790 -93.70%
Qube Research & Technologies Ltd 643 43 -600 -93.31%
Bank of America Corp DE 16,107 2,464 -13,643 -84.70%
Morgan Stanley 4,562 1,499 -3,063 -67.14%
Jane Street Group LLC 120,459 48,441 -72,018 -59.79%
IMC Chicago LLC 95,631 54,588 -41,043 -42.92%
Susquehanna International Group LLP 47,188 38,330 -8,858 -18.77%
Two Sigma Securities LLC 31,232 29,152 -2,080 -6.66%
13F Filers Exiting TWM
Spire Wealth Management 200 0 -200 -100.00%
Evoke Wealth LLC 10,460 0 -10,460 -100.00%
Soviero Asset Management LP 700,000 0 -700,000 -100.00%
Trustcore Financial Services LLC 115 0 -115 -100.00%
IFP Advisors Inc 2,400 0 -2,400 -100.00%
Tower Research Capital LLC TRC 39,028 0 -39,028 -100.00%
Kingfisher Capital LLC 15,000 0 -15,000 -100.00%
Cambridge Investment Research Advisors Inc. 24,615 0 -24,615 -100.00%
Envestnet Asset Management Inc. 15,974 0 -15,974 -100.00%
Commonwealth Equity Services LLC 18,310 0 -18,310 -100.00%

See Summary: Institutional Holders of TWM
See Details: Top 10 Hedge Funds Holding TWM

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