HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing USFD Share Count | ||||
| CWM LLC | 959 | 1,826 | +867 | +90.41% |
| Pinnacle Bank | 276 | 368 | +92 | +33.33% |
| GAMMA Investing LLC | 881 | 1,088 | +207 | +23.50% |
| Atlas Capital Advisors LLC | 6,606 | 7,727 | +1,121 | +16.97% |
| First Hawaiian Bank | 7,692 | 8,870 | +1,178 | +15.31% |
| Fulton Bank N.A. | 8,579 | 9,206 | +627 | +7.31% |
| Los Angeles Capital Management & Equity Research Inc. | 17,377 | 18,147 | +770 | +4.43% |
| Davis Investment Partners LLC | 22,610 | 22,832 | +222 | +0.98% |
| Gateway Investment Advisers LLC | 85,370 | 85,405 | +35 | +0.04% |
| 13F Filers Reporting New Positions In USFD | ||||
| First Financialcorp IN | 0 | 301 | +301 | +100% |
| NBC Securities Inc. | 0 | 2,250 | +2,250 | +100% |
| Exchange Traded Concepts LLC | 0 | 11,894 | +11,894 | +100% |
| Mather Group LLC. | 0 | 303 | +303 | +100% |
| Artemis Investment Management LLP | 0 | 389,123 | +389,123 | +100% |
| Symmetry Partners LLC | 0 | 5,081 | +5,081 | +100% |
| One Wealth Advisors LLC | 0 | 4,201 | +4,201 | +100% |
| Rise Advisors LLC | 0 | 561 | +561 | +100% |
| Opal Wealth Advisors LLC | 0 | 23 | +23 | +100% |
| Signal Advisors Wealth LLC | 0 | 3,802 | +3,802 | +100% |
| Duncan Williams Asset Management LLC | 0 | 6,959 | +6,959 | +100% |
| Foguth Wealth Management LLC. | 0 | 3,725 | +3,725 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Factory Mutual Insurance Co. | 472,200 | 472,200 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 153 | 153 | UNCH | 0.00% |
| Independence Bank of Kentucky | 41 | 41 | UNCH | 0.00% |
| Sound Income Strategies LLC | 65 | 65 | UNCH | 0.00% |
| Versant Capital Management Inc | 15 | 15 | UNCH | 0.00% |
| Carolina Wealth Advisors LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 250 | 250 | UNCH | 0.00% |
| Fortitude Family Office LLC | 99 | 99 | UNCH | 0.00% |
| 13F Filers Decreasing USFD Share Count | ||||
| OLD National Bancorp IN | 8,359 | 5,988 | -2,371 | -28.36% |
| Wealth Enhancement Advisory Services LLC | 11,520 | 9,699 | -1,821 | -15.81% |
| Massmutual Trust Co. FSB ADV | 1,243 | 1,194 | -49 | -3.94% |
| Triangle Securities Wealth Management | 20,211 | 19,634 | -577 | -2.85% |
| 13F Filers Exiting USFD | ||||
| International Assets Investment Management LLC | 25,339 | 0 | -25,339 | -100.00% |
| Tsfg LLC | 27 | 0 | -27 | -100.00% |
| New Mexico Educational Retirement Board | 44,800 | 0 | -44,800 | -100.00% |
See Summary: Institutional Holders of USFD
See Details: Top 10 Hedge Funds Holding USFD
Also See: USFD Insider Buying
