HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing WBND Share Count | ||||
| Allworth Financial LP | 69,042 | 215,654 | +146,612 | +212.35% |
| JPMorgan Chase & Co. | 156,837 | 300,211 | +143,374 | +91.42% |
| Cary Street Partners Asset Management LLC | 34,964 | 62,948 | +27,984 | +80.04% |
| Financial Advocates Investment Management | 23,318 | 35,873 | +12,555 | +53.84% |
| Bank of New York Mellon Corp | 87,994 | 120,814 | +32,820 | +37.30% |
| Mercer Global Advisors Inc. ADV | 24,957 | 31,302 | +6,345 | +25.42% |
| Atria Investments LLC | 185,752 | 230,987 | +45,235 | +24.35% |
| Cary Street Partners Investment Advisory LLC | 17,339 | 18,978 | +1,639 | +9.45% |
| Royal Bank of Canada | 41,917 | 45,853 | +3,936 | +9.39% |
| LPL Financial LLC | 491,434 | 529,807 | +38,373 | +7.81% |
| Landmark Wealth Management LLC | 157,753 | 162,854 | +5,101 | +3.23% |
| 13F Filers Reporting New Positions In WBND | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Harbour Investments Inc. | 0 | 22 | +22 | +100% |
| Park Avenue Securities LLC | 0 | 9,680 | +9,680 | +100% |
| Verum Partners LLC | 0 | 10,570 | +10,570 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Advisor Group Holdings Inc. | 2,182 | 2,182 | UNCH | 0.00% |
| Bill Few Associates Inc. | 20,428 | 20,428 | UNCH | 0.00% |
| 13F Filers Decreasing WBND Share Count | ||||
| Global Retirement Partners LLC | 160 | 127 | -33 | -20.62% |
| Jane Street Group LLC | 48,849 | 41,600 | -7,249 | -14.84% |
| Morgan Stanley | 84,709 | 76,094 | -8,615 | -10.17% |
| Envestnet Asset Management Inc. | 18,703 | 16,977 | -1,726 | -9.23% |
| Wells Fargo & Company MN | 3,700 | 3,480 | -220 | -5.95% |
| 13F Filers Exiting WBND | ||||
| Arden Trust Co | 10,718 | 0 | -10,718 | -100.00% |
| Citadel Advisors LLC | 16,297 | 0 | -16,297 | -100.00% |
See Summary: Institutional Holders of WBND
See Details: Top 10 Hedge Funds Holding WBND
