HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VIV Share Count | ||||
| Ballentine Partners LLC | 13,472 | 25,061 | +11,589 | +86.02% |
| Robeco Institutional Asset Management B.V. | 9,311,255 | 14,306,925 | +4,995,670 | +53.65% |
| GAMMA Investing LLC | 141 | 181 | +40 | +28.37% |
| Capstone Investment Advisors LLC | 141,988 | 177,493 | +35,505 | +25.01% |
| Aprio Wealth Management LLC | 13,100 | 15,953 | +2,853 | +21.78% |
| BSW Wealth Partners | 17,889 | 21,257 | +3,368 | +18.83% |
| Kathmere Capital Management LLC | 24,088 | 27,727 | +3,639 | +15.11% |
| Ritholtz Wealth Management | 129,172 | 145,434 | +16,262 | +12.59% |
| Lindbrook Capital LLC | 2,619 | 2,820 | +201 | +7.67% |
| Claro Advisors LLC | 15,235 | 16,109 | +874 | +5.74% |
| DGS Capital Management LLC | 74,336 | 77,857 | +3,521 | +4.74% |
| JJJ Advisors Inc. | 73,464 | 75,756 | +2,292 | +3.12% |
| JFS Wealth Advisors LLC | 107 | 110 | +3 | +2.80% |
| Sumitomo Mitsui Trust Holdings Inc. | 180,212 | 184,212 | +4,000 | +2.22% |
| Unison Advisors LLC | 137,792 | 138,392 | +600 | +0.44% |
| Team Hewins LLC | 31,029 | 31,042 | +13 | +0.04% |
| 13F Filers Reporting New Positions In VIV | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Putnam FL Investment Management Co. | 0 | 11,922 | +11,922 | +100% |
| Simplex Trading LLC | 0 | 2,188 | +2,188 | +100% |
| CWM LLC | 0 | 148 | +148 | +100% |
| Summit Global Investments | 0 | 287,053 | +287,053 | +100% |
| Shilanski & Associates Inc. | 0 | 16,567 | +16,567 | +100% |
| Simplicity Wealth LLC | 0 | 15,101 | +15,101 | +100% |
| Norden Group LLC | 0 | 28,994 | +28,994 | +100% |
| Diversify Advisory Services LLC | 0 | 49,584 | +49,584 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Huntington National Bank | 1 | 1 | UNCH | 0.00% |
| Caldwell Sutter Capital Inc. | 202 | 202 | UNCH | 0.00% |
| UMB Bank N A MO | 488 | 488 | UNCH | 0.00% |
| Atlas Capital Advisors LLC | 4,132 | 4,132 | UNCH | 0.00% |
| DekaBank Deutsche Girozentrale | 19,293 | 19,293 | UNCH | 0.00% |
| Daiwa Securities Group Inc. | 63,000 | 63,000 | UNCH | 0.00% |
| Allworth Financial LP | 2,059 | 2,059 | UNCH | 0.00% |
| First Horizon Advisors Inc. | 224 | 224 | UNCH | 0.00% |
| Global Retirement Partners LLC | 2,762 | 2,762 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 57 | 57 | UNCH | 0.00% |
| Spire Wealth Management | 1,379 | 1,379 | UNCH | 0.00% |
| Yousif Capital Management LLC | 28,029 | 28,029 | UNCH | 0.00% |
| V Square Quantitative Management LLC | 47,996 | 47,996 | UNCH | 0.00% |
| Valued Wealth Advisors LLC | 167 | 167 | UNCH | 0.00% |
| 13F Filers Decreasing VIV Share Count | ||||
| Quent Capital LLC | 71 | 1 | -70 | -98.59% |
| Ronald Blue Trust Inc. | 1,306 | 110 | -1,196 | -91.58% |
| Benjamin F. Edwards & Company Inc. | 1,350 | 693 | -657 | -48.67% |
| Raymond James & Associates | 99,935 | 63,335 | -36,600 | -36.62% |
| Mirae Asset Global Investments Co. Ltd. | 30,489 | 25,024 | -5,465 | -17.92% |
| CAPROCK Group Inc. | 30,351 | 28,037 | -2,314 | -7.62% |
| Legacy Wealth Asset Management LLC | 59,605 | 57,279 | -2,326 | -3.90% |
| Signaturefd LLC | 36,873 | 35,939 | -934 | -2.53% |
| NBC Securities Inc. | 20,027 | 19,581 | -446 | -2.23% |
| DORCHESTER WEALTH MANAGEMENT Co | 12,775 | 12,525 | -250 | -1.96% |
| 180 Wealth Advisors LLC | 12,101 | 11,904 | -197 | -1.63% |
| Natixis Advisors L.P. | 75,166 | 74,540 | -626 | -0.83% |
| 13F Filers Exiting VIV | ||||
| Veriti Management LLC | 35,324 | 0 | -35,324 | -100.00% |
| Tennessee Valley Asset Management Partners | 28 | 0 | -28 | -100.00% |
| Bank of New York Mellon Corp | 10,839 | 0 | -10,839 | -100.00% |
| DAVENPORT & Co LLC | 13,881 | 0 | -13,881 | -100.00% |
See Summary: Institutional Holders of VIV
See Details: Top 10 Hedge Funds Holding VIV
