HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VMO Share Count | ||||
| JPMorgan Chase & Co. | 1 | 8,936 | +8,935 | +893500.00% |
| Saba Capital Management L.P. | 118,051 | 753,292 | +635,241 | +538.11% |
| HighTower Advisors LLC | 10,425 | 56,736 | +46,311 | +444.23% |
| Tower Research Capital LLC TRC | 3 | 14 | +11 | +366.67% |
| Landscape Capital Management L.L.C. | 55,863 | 167,808 | +111,945 | +200.39% |
| Robinson Capital Management LLC | 251,826 | 737,934 | +486,108 | +193.03% |
| Ameriprise Financial Inc. | 59,756 | 127,989 | +68,233 | +114.19% |
| Logan Stone Capital LLC | 392,108 | 788,635 | +396,527 | +101.13% |
| LPL Financial LLC | 185,999 | 318,041 | +132,042 | +70.99% |
| Westchester Capital Management LLC | 132,639 | 226,076 | +93,437 | +70.44% |
| Hennion & Walsh Asset Management Inc. | 760,259 | 1,085,302 | +325,043 | +42.75% |
| Karpus Management Inc. | 1,473,696 | 2,078,577 | +604,881 | +41.05% |
| Summit Trail Advisors LLC | 15,818 | 21,736 | +5,918 | +37.41% |
| Cetera Advisor Networks LLC | 139,063 | 189,741 | +50,678 | +36.44% |
| Steward Partners Investment Advisory LLC | 58,032 | 75,578 | +17,546 | +30.24% |
| Wellspring Financial Advisors LLC | 13,600 | 16,000 | +2,400 | +17.65% |
| Bank of Montreal Can | 62,278 | 72,788 | +10,510 | +16.88% |
| Northwestern Mutual Wealth Management Co. | 5,142 | 5,965 | +823 | +16.01% |
| Van ECK Associates Corp | 448,758 | 508,977 | +60,219 | +13.42% |
| CNH Partners LLC | 453,977 | 513,531 | +59,554 | +13.12% |
| Dakota Wealth Management | 115,200 | 130,189 | +14,989 | +13.01% |
| UMB Bank N A MO | 4,253 | 4,722 | +469 | +11.03% |
| Fiera Capital Corp | 964,891 | 1,066,784 | +101,893 | +10.56% |
| Moody National Bank Trust Division | 18,597 | 20,434 | +1,837 | +9.88% |
| Guggenheim Capital LLC | 841,646 | 921,526 | +79,880 | +9.49% |
| Bramshill Investments LLC | 5,103,511 | 5,568,706 | +465,195 | +9.12% |
| Simon Quick Advisors LLC | 21,309 | 23,156 | +1,847 | +8.67% |
| Wells Fargo & Company MN | 219,395 | 231,018 | +11,623 | +5.30% |
| Janney Montgomery Scott LLC | 51,974 | 53,256 | +1,282 | +2.47% |
| Comerica Bank | 890 | 911 | +21 | +2.36% |
| Riverbridge Partners LLC | 25,643 | 25,867 | +224 | +0.87% |
| Beacon Capital Management LLC | 660 | 665 | +5 | +0.76% |
| Great Valley Advisor Group Inc. | 11,760 | 11,844 | +84 | +0.71% |
| Cetera Investment Advisers | 12,013 | 12,088 | +75 | +0.62% |
| Rockefeller Capital Management L.P. | 29,481 | 29,649 | +168 | +0.57% |
| Kestra Private Wealth Services LLC | 16,865 | 16,874 | +9 | +0.05% |
| Melfa Wealth Management LLC | 52,074 | 52,086 | +12 | +0.02% |
| 13F Filers Reporting New Positions In VMO | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Goldman Sachs Group Inc. | 0 | 50,962 | +50,962 | +100% |
| Invesco Ltd. | 0 | 51,260 | +51,260 | +100% |
| Bessemer Group Inc. | 0 | 1,193 | +1,193 | +100% |
| Cambridge Trust Co. | 0 | 500 | +500 | +100% |
| Nuveen Asset Management LLC | 0 | 52,386 | +52,386 | +100% |
| Virtu Financial LLC | 0 | 22,058 | +22,058 | +100% |
| Baystate Wealth Management LLC | 0 | 2,014 | +2,014 | +100% |
| Alpine Global Management LLC | 0 | 71,200 | +71,200 | +100% |
| Fort Point Capital Partners LLC | 0 | 41,430 | +41,430 | +100% |
| GeoWealth Management LLC | 0 | 52,349 | +52,349 | +100% |
| Truvestments Capital LLC | 0 | 2,608 | +2,608 | +100% |
| Elequin Capital LP | 0 | 542 | +542 | +100% |
| International Assets Investment Management LLC | 0 | 42,665 | +42,665 | +100% |
| Gridiron Partners LLC | 0 | 90,638 | +90,638 | +100% |
| Kingswood Wealth Advisors LLC | 0 | 21,555 | +21,555 | +100% |
| Catalytic Wealth RIA LLC | 0 | 52,349 | +52,349 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| BOKF NA | 13,000 | 13,000 | UNCH | 0.00% |
| US Bancorp DE | 526 | 526 | UNCH | 0.00% |
| Cullen Frost Bankers Inc. | 5,167 | 5,167 | UNCH | 0.00% |
| Huntington National Bank | 1 | 1 | UNCH | 0.00% |
| Planning Alternatives Ltd. ADV | 24,000 | 24,000 | UNCH | 0.00% |
| Gill Capital Partners LLC | 10,984 | 10,984 | UNCH | 0.00% |
| Shufro Rose & Co. LLC | 11,000 | 11,000 | UNCH | 0.00% |
| Charter Trust Co. | 19,795 | 19,795 | UNCH | 0.00% |
| Webster Bank N. A. | 798 | 798 | UNCH | 0.00% |
| BlackRock Inc. | 123,082 | 123,082 | UNCH | 0.00% |
| Ancora Advisors LLC | 4,298 | 4,298 | UNCH | 0.00% |
| CWM LLC | 88 | 88 | UNCH | 0.00% |
| Modera Wealth Management LLC | 10,633 | 10,633 | UNCH | 0.00% |
| Advisory Services Network LLC | 14,000 | 14,000 | UNCH | 0.00% |
| Capital Investment Advisors LLC | 16,913 | 16,913 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 646 | 646 | UNCH | 0.00% |
| Berkeley Capital Partners LLC | 12,387 | 12,387 | UNCH | 0.00% |
| Mascoma Wealth Management LLC | 1,411 | 1,411 | UNCH | 0.00% |
| Pinnacle Bank | 15,000 | 15,000 | UNCH | 0.00% |
| APCM Wealth Management for Individuals | 28,550 | 28,550 | UNCH | 0.00% |
| Global Retirement Partners LLC | 576 | 576 | UNCH | 0.00% |
| Cresset Asset Management LLC | 14,400 | 14,400 | UNCH | 0.00% |
| Fairhaven Wealth Management LLC | 13,206 | 13,206 | UNCH | 0.00% |
| Prestige Wealth Management Group LLC | 445 | 445 | UNCH | 0.00% |
| Tsfg LLC | 1,136 | 1,136 | UNCH | 0.00% |
| Crestone Asset Management LLC | 30,852 | 30,852 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 254 | 254 | UNCH | 0.00% |
| Spire Wealth Management | 1,100 | 1,100 | UNCH | 0.00% |
| Kercheville Advisors LLC | 13,067 | 13,067 | UNCH | 0.00% |
| Allspring Global Investments Holdings LLC | 69,900 | 69,900 | UNCH | 0.00% |
| Collaborative Wealth Managment Inc. | 11,000 | 11,000 | UNCH | 0.00% |
| Petra Financial Advisors Inc. | 57,440 | 57,440 | UNCH | 0.00% |
| 13F Filers Decreasing VMO Share Count | ||||
| JFS Wealth Advisors LLC | 252,292 | 8,139 | -244,153 | -96.77% |
| Raymond James Trust N.A. | 146,966 | 31,018 | -115,948 | -78.89% |
| Capital Wealth Alliance LLC | 82,008 | 22,237 | -59,771 | -72.88% |
| Brown Advisory Inc. | 65,818 | 24,061 | -41,757 | -63.44% |
| Royal Bank of Canada | 98,363 | 41,595 | -56,768 | -57.71% |
| Commonwealth Equity Services LLC | 119,663 | 59,004 | -60,659 | -50.69% |
| Compass Wealth Management LLC | 13,368 | 6,831 | -6,537 | -48.90% |
| Geneos Wealth Management Inc. | 495 | 295 | -200 | -40.40% |
| Wetherby Asset Management Inc. | 18,947 | 11,697 | -7,250 | -38.26% |
| Harbour Investments Inc. | 13,930 | 8,933 | -4,997 | -35.87% |
| Stifel Financial Corp | 63,389 | 40,735 | -22,654 | -35.74% |
| UBS Group AG | 1,589,673 | 1,066,686 | -522,987 | -32.90% |
| LexAurum Advisors LLC | 20,170 | 15,000 | -5,170 | -25.63% |
| Garner Asset Management Corp | 144,468 | 108,955 | -35,513 | -24.58% |
| The PNC Financial Services Group Inc. | 60,479 | 46,822 | -13,657 | -22.58% |
| Morgan Stanley | 397,543 | 308,245 | -89,298 | -22.46% |
| Sit Investment Associates Inc. | 1,449,066 | 1,183,770 | -265,296 | -18.31% |
| Bank of America Corp DE | 43,732 | 36,313 | -7,419 | -16.96% |
| Raymond James Financial Services Advisors Inc. | 205,766 | 171,393 | -34,373 | -16.70% |
| GWM Advisors LLC | 15,357 | 12,833 | -2,524 | -16.44% |
| Wolverine Asset Management LLC | 14,048 | 12,670 | -1,378 | -9.81% |
| Advisor Group Holdings Inc. | 309,171 | 280,647 | -28,524 | -9.23% |
| Summit Financial Wealth Advisors LLC | 34,455 | 31,455 | -3,000 | -8.71% |
| Raymond James & Associates | 345,274 | 329,118 | -16,156 | -4.68% |
| Cambridge Investment Research Advisors Inc. | 123,172 | 117,691 | -5,481 | -4.45% |
| TCG Advisory Services LLC | 138,326 | 134,509 | -3,817 | -2.76% |
| Rivernorth Capital Management LLC | 2,064,510 | 2,031,063 | -33,447 | -1.62% |
| Wakefield Asset Management LLLP | 180,392 | 180,182 | -210 | -0.12% |
| Bank of New York Mellon Corp | 44,209 | 44,208 | -1 | -0.00% |
| 13F Filers Exiting VMO | ||||
| Sandbox Financial Partners LLC | 12,569 | 0 | -12,569 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 318 | 0 | -318 | -100.00% |
| Walleye Capital LLC | 24,710 | 0 | -24,710 | -100.00% |
| Financial Advocates Investment Management | 19,300 | 0 | -19,300 | -100.00% |
| Ackerman Capital Advisors LLC | 19,424 | 0 | -19,424 | -100.00% |
| Baird Financial Group Inc. | 10,478 | 0 | -10,478 | -100.00% |
| Merit Financial Group LLC | 28,971 | 0 | -28,971 | -100.00% |
| Creative Planning | 22,386 | 0 | -22,386 | -100.00% |
| National Asset Management Inc. | 18,538 | 0 | -18,538 | -100.00% |
| Sigma Planning Corp | 11,681 | 0 | -11,681 | -100.00% |
| Jones Financial Companies Lllp | 1,000 | 0 | -1,000 | -100.00% |
| Northern Trust Corp | 17,427 | 0 | -17,427 | -100.00% |
See Summary: Institutional Holders of VMO
See Details: Top 10 Hedge Funds Holding VMO
Also See: VMO Insider Buying
