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USPH Holdings Changes image
This page summarizes the USPH holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether USPH 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing USPH Share Count
Norden Group LLC 3,293 63,938 +60,645 +1841.63%
Global Retirement Partners LLC 26 72 +46 +176.92%
CWM LLC 76 128 +52 +68.42%
GAMMA Investing LLC 58 84 +26 +44.83%
Trust Point Inc. 5,041 6,947 +1,906 +37.81%
Park Place Capital Corp 188 232 +44 +23.40%
Chatham Capital Group Inc. 16,950 19,400 +2,450 +14.45%
Portside Wealth Group LLC 4,419 4,815 +396 +8.96%
Raymond James & Associates 15,699 16,819 +1,120 +7.13%
Copeland Capital Management LLC 746,676 770,221 +23,545 +3.15%
Bridge City Capital LLC 36,590 37,198 +608 +1.66%
Legacy Wealth Asset Management LLC 8,478 8,527 +49 +0.58%
13F Filers Reporting New Positions In USPH
Harbor Investment Advisory LLC 0 16 +16 +100%
Mather Group LLC. 0 35 +35 +100%
13F Filers With Unchanged Share Count
Farmers & Merchants Investments Inc. 11 11 UNCH 0.00%
Legato Capital Management LLC 10,574 10,574 UNCH 0.00%
Venturi Wealth Management LLC 22 22 UNCH 0.00%
Versant Capital Management Inc 12 12 UNCH 0.00%
Maryland State Retirement & Pension System 5,447 5,447 UNCH 0.00%
CVA Family Office LLC 128 128 UNCH 0.00%
Wolff Wiese Magana LLC 43 43 UNCH 0.00%
13F Filers Decreasing USPH Share Count
Amalgamated Bank 6,456 4,630 -1,826 -28.28%
True North Advisors LLC 6,019 5,151 -868 -14.42%
Park Avenue Securities LLC 3,283 3,111 -172 -5.24%
Azzad Asset Management Inc. ADV 16,856 16,188 -668 -3.96%
Fifth Third Bancorp 961 942 -19 -1.98%
NBC Securities Inc. 7,693 7,574 -119 -1.55%
Louisiana State Employees Retirement System 7,500 7,400 -100 -1.33%
Wealth Enhancement Advisory Services LLC 3,304 3,261 -43 -1.30%
State of Alaska Department of Revenue 9,220 9,130 -90 -0.98%
Boston Trust Walden Corp 546,958 544,166 -2,792 -0.51%
Rice Hall James & Associates LLC 28,102 28,009 -93 -0.33%
13F Filers Exiting USPH
International Assets Investment Management LLC 2,717 0 -2,717 -100.00%
Gradient Investments LLC 12 0 -12 -100.00%

See Summary: Institutional Holders of USPH
See Details: Top 10 Hedge Funds Holding USPH
Also See: USPH Insider Buying

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