HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing WIRE Share Count | ||||
| Exchange Traded Concepts LLC | 4,572 | 10,573 | +6,001 | +131.26% |
| Hennessy Advisors Inc. | 16,400 | 23,600 | +7,200 | +43.90% |
| Allspring Global Investments Holdings LLC | 2,238 | 2,548 | +310 | +13.85% |
| Nations Financial Group Inc. IA ADV | 5,330 | 5,939 | +609 | +11.43% |
| Banque Cantonale Vaudoise | 374 | 414 | +40 | +10.70% |
| Chatham Capital Group Inc. | 15,703 | 17,328 | +1,625 | +10.35% |
| Hunter Perkins Capital Management LLC | 18,752 | 19,962 | +1,210 | +6.45% |
| First Dallas Securities Inc. | 36,824 | 38,344 | +1,520 | +4.13% |
| Massmutual Trust Co. FSB ADV | 26 | 27 | +1 | +3.85% |
| FCG Investment Co | 1,249 | 1,297 | +48 | +3.84% |
| CWM LLC | 380 | 393 | +13 | +3.42% |
| Oliver Luxxe Assets LLC | 5,754 | 5,850 | +96 | +1.67% |
| Stratos Wealth Advisors LLC | 6,691 | 6,789 | +98 | +1.46% |
| Security National Bank | 14,250 | 14,444 | +194 | +1.36% |
| Oakworth Capital Inc. | 66,879 | 67,593 | +714 | +1.07% |
| SummerHaven Investment Management LLC | 4,104 | 4,147 | +43 | +1.05% |
| Lakewood Asset Management LLC | 2,845 | 2,847 | +2 | +0.07% |
| 13F Filers Reporting New Positions In WIRE | ||||
| McGlone Suttner Wealth Management Inc. | 0 | 0 | UNCH | 100% |
| Vaughan Nelson Investment Management L.P. | 0 | 95,110 | +95,110 | +100% |
| MorganRosel Wealth Management LLC | 0 | 4,286 | +4,286 | +100% |
| Arden Trust Co | 0 | 915 | +915 | +100% |
| Touchstone Capital Inc. | 0 | 11,122 | +11,122 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Salem Investment Counselors Inc. | 100 | 100 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 12 | 12 | UNCH | 0.00% |
| Curbstone Financial Management Corp | 2,140 | 2,140 | UNCH | 0.00% |
| Aquila Investment Management LLC | 9,000 | 9,000 | UNCH | 0.00% |
| Baker Chad R | 13,000 | 13,000 | UNCH | 0.00% |
| Bristlecone Advisors LLC | 2,275 | 2,275 | UNCH | 0.00% |
| Unison Advisors LLC | 4,412 | 4,412 | UNCH | 0.00% |
| Versant Capital Management Inc | 94 | 94 | UNCH | 0.00% |
| Global Retirement Partners LLC | 82 | 82 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 7 | 7 | UNCH | 0.00% |
| Fortitude Family Office LLC | 23 | 23 | UNCH | 0.00% |
| 13F Filers Decreasing WIRE Share Count | ||||
| Los Angeles Capital Management & Equity Research Inc. | 1,913 | 831 | -1,082 | -56.56% |
| Hodges Capital Management Inc. | 381,063 | 288,430 | -92,633 | -24.31% |
| Stratos Wealth Partners LTD. | 12,437 | 9,643 | -2,794 | -22.47% |
| Amalgamated Bank | 5,960 | 4,908 | -1,052 | -17.65% |
| Legato Capital Management LLC | 11,142 | 9,958 | -1,184 | -10.63% |
| Guidance Capital Inc. | 1,442 | 1,299 | -143 | -9.92% |
| GAMMA Investing LLC | 440 | 402 | -38 | -8.64% |
| Raymond James & Associates | 25,990 | 23,967 | -2,023 | -7.78% |
| Fifth Third Bancorp | 86 | 83 | -3 | -3.49% |
| Redmont Wealth Advisors LLC | 4,172 | 4,053 | -119 | -2.85% |
| Raymond James Financial Services Advisors Inc. | 25,469 | 24,766 | -703 | -2.76% |
| Sunbelt Securities Inc. | 92,766 | 90,766 | -2,000 | -2.16% |
| Baker Ellis Asset Management LLC | 49,319 | 48,594 | -725 | -1.47% |
| Louisiana State Employees Retirement System | 7,900 | 7,800 | -100 | -1.27% |
| State of Alaska Department of Revenue | 9,705 | 9,612 | -93 | -0.96% |
| NBC Securities Inc. | 5,663 | 5,613 | -50 | -0.88% |
| Maryland State Retirement & Pension System | 5,734 | 5,685 | -49 | -0.85% |
| 13F Filers Exiting WIRE | ||||
| Kingswood Wealth Advisors LLC | 2,694 | 0 | -2,694 | -100.00% |
| Kovack Advisors Inc. | 1,029 | 0 | -1,029 | -100.00% |
| AdvisorNet Financial Inc | 5 | 0 | -5 | -100.00% |
| AlphaMark Advisors LLC | 1,371 | 0 | -1,371 | -100.00% |
| Denali Advisors LLC | 34 | 0 | -34 | -100.00% |
See Summary: Institutional Holders of WIRE
See Details: Top 10 Hedge Funds Holding WIRE
Also See: WIRE Insider Buying
