HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing WAL Share Count | ||||
| Global Retirement Partners LLC | 5 | 29 | +24 | +480.00% |
| Venturi Wealth Management LLC | 100 | 315 | +215 | +215.00% |
| GAMMA Investing LLC | 319 | 502 | +183 | +57.37% |
| WS Portfolio Advisory LLC | 343,901 | 501,071 | +157,170 | +45.70% |
| Voisard Asset Management Group Inc. | 30 | 36 | +6 | +20.00% |
| Natixis Advisors L.P. | 237,154 | 276,282 | +39,128 | +16.50% |
| WCM Investment Management LLC | 184,329 | 200,354 | +16,025 | +8.69% |
| SJS Investment Consulting Inc. | 29 | 31 | +2 | +6.90% |
| DNB Asset Management AS | 152,669 | 159,595 | +6,926 | +4.54% |
| Massmutual Trust Co. FSB ADV | 150 | 156 | +6 | +4.00% |
| Raymond James Financial Services Advisors Inc. | 7,854 | 8,051 | +197 | +2.51% |
| Lindbrook Capital LLC | 200 | 205 | +5 | +2.50% |
| CWM LLC | 5,801 | 5,929 | +128 | +2.21% |
| Insight Folios Inc | 12,965 | 13,096 | +131 | +1.01% |
| NBT Bank N A NY | 101 | 102 | +1 | +0.99% |
| Wedmont Private Capital | 4,365 | 4,406 | +41 | +0.94% |
| Dechtman Wealth Management LLC | 8,995 | 9,054 | +59 | +0.66% |
| Brown Advisory Inc. | 15,013 | 15,046 | +33 | +0.22% |
| 13F Filers Reporting New Positions In WAL | ||||
| IMC Chicago LLC | 0 | 27,544 | +27,544 | +100% |
| Exchange Traded Concepts LLC | 0 | 12,859 | +12,859 | +100% |
| Simplex Trading LLC | 0 | 27,028 | +27,028 | +100% |
| Mather Group LLC. | 0 | 290 | +290 | +100% |
| Oak Thistle LLC | 0 | 3,128 | +3,128 | +100% |
| Allspring Global Investments Holdings LLC | 0 | 422 | +422 | +100% |
| Simplicity Wealth LLC | 0 | 3,376 | +3,376 | +100% |
| LHM Inc. | 0 | 33,814 | +33,814 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 48 | 48 | UNCH | 0.00% |
| Toth Financial Advisory Corp | 484 | 484 | UNCH | 0.00% |
| Legato Capital Management LLC | 12,331 | 12,331 | UNCH | 0.00% |
| DekaBank Deutsche Girozentrale | 3,416 | 3,416 | UNCH | 0.00% |
| Gradient Investments LLC | 9 | 9 | UNCH | 0.00% |
| Allworth Financial LP | 158 | 158 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 1,462 | 1,462 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 423 | 423 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 275 | 275 | UNCH | 0.00% |
| Valeo Financial Advisors LLC | 7,303 | 7,303 | UNCH | 0.00% |
| Buckley Wealth Management LLC | 3,142 | 3,142 | UNCH | 0.00% |
| Sound Income Strategies LLC | 25 | 25 | UNCH | 0.00% |
| Versant Capital Management Inc | 921 | 921 | UNCH | 0.00% |
| Taddei Ludwig & Associates Inc. | 7,289 | 7,289 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 8,137 | 8,137 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 34 | 34 | UNCH | 0.00% |
| Bruce G. Allen Investments LLC | 4 | 4 | UNCH | 0.00% |
| 13F Filers Decreasing WAL Share Count | ||||
| Cutler Group LP | 3,528 | 150 | -3,378 | -95.75% |
| Fortitude Family Office LLC | 1,407 | 182 | -1,225 | -87.06% |
| Amalgamated Bank | 29,977 | 20,546 | -9,431 | -31.46% |
| Oliver Luxxe Assets LLC | 49,019 | 34,452 | -14,567 | -29.72% |
| Atticus Wealth Management LLC | 34 | 24 | -10 | -29.41% |
| Stratos Wealth Partners LTD. | 6,209 | 5,226 | -983 | -15.83% |
| Handelsinvest Investeringsforvaltning | 14,160 | 11,993 | -2,167 | -15.30% |
| Alaska Permanent Fund Corp | 56,424 | 48,553 | -7,871 | -13.95% |
| Cambridge Investment Research Advisors Inc. | 4,824 | 4,419 | -405 | -8.40% |
| Jackson Square Capital LLC | 17,244 | 16,082 | -1,162 | -6.74% |
| Vaughan Nelson Investment Management L.P. | 1,725,328 | 1,613,007 | -112,321 | -6.51% |
| Zurcher Kantonalbank Zurich Cantonalbank | 23,384 | 21,891 | -1,493 | -6.38% |
| Raymond James & Associates | 22,071 | 21,089 | -982 | -4.45% |
| Bank of New York Mellon Corp | 673,984 | 649,741 | -24,243 | -3.60% |
| Congress Asset Management Co. MA | 216,832 | 211,561 | -5,271 | -2.43% |
| AlphaMark Advisors LLC | 18,443 | 18,432 | -11 | -0.06% |
| 13F Filers Exiting WAL | ||||
| Ashton Thomas Private Wealth LLC | 3,601 | 0 | -3,601 | -100.00% |
| Banque Cantonale Vaudoise | 3,180 | 0 | -3,180 | -100.00% |
| Meridian Wealth Management LLC | 3,379 | 0 | -3,379 | -100.00% |
| Hendershot Investments Inc. | 55,755 | 0 | -55,755 | -100.00% |
| Busey Wealth Management | 3,075 | 0 | -3,075 | -100.00% |
| Weiss Multi Strategy Advisers LLC | 40,705 | 0 | -40,705 | -100.00% |
See Summary: Institutional Holders of WAL
See Details: Top 10 Hedge Funds Holding WAL
Also See: WAL Insider Buying
