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This page summarizes the ACCD holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether ACCD is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing ACCD Share Count |
GAMMA Investing LLC |
3 |
20 |
+17 |
+566.67% |
Los Angeles Capital Management & Equity Research Inc. |
16,819 |
56,149 |
+39,330 |
+233.84% |
GSA Capital Partners LLP |
25,330 |
51,374 |
+26,044 |
+102.82% |
Bank of New York Mellon Corp |
375,660 |
429,297 |
+53,637 |
+14.28% |
CWM LLC |
3,118 |
3,144 |
+26 |
+0.83% |
Raymond James & Associates |
25,723 |
25,925 |
+202 |
+0.79% |
Nisa Investment Advisors LLC |
26,660 |
26,685 |
+25 |
+0.09% |
Miracle Mile Advisors LLC |
57,427 |
57,447 |
+20 |
+0.03% |
13F Filers Reporting New Positions In ACCD |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Mckinley Capital Management LLC Delaware |
0 |
110,250 |
+110,250 |
+100% |
Principal Financial Group Inc. |
0 |
24,748 |
+24,748 |
+100% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
15 |
+15 |
+100% |
MCF Advisors LLC |
0 |
570 |
+570 |
+100% |
Allspring Global Investments Holdings LLC |
0 |
8,258 |
+8,258 |
+100% |
13F Filers With Unchanged Share Count |
Equitable Trust Co. |
155,020 |
155,020 |
UNCH |
0.00% |
Nordea Investment Management AB |
100,251 |
100,251 |
UNCH |
0.00% |
Zurcher Kantonalbank Zurich Cantonalbank |
16,584 |
16,584 |
UNCH |
0.00% |
Signaturefd LLC |
80 |
80 |
UNCH |
0.00% |
Macroview Investment Management LLC |
190 |
190 |
UNCH |
0.00% |
Capital Advisors Ltd. LLC |
1,197 |
1,197 |
UNCH |
0.00% |
Lindbrook Capital LLC |
437 |
437 |
UNCH |
0.00% |
Waypoint Wealth Partners Inc. |
43,400 |
43,400 |
UNCH |
0.00% |
Sachetta LLC |
98 |
98 |
UNCH |
0.00% |
13F Filers Decreasing ACCD Share Count |
Amalgamated Bank |
9,245 |
2,324 |
-6,921 |
-74.86% |
Simplex Trading LLC |
92,648 |
24,077 |
-68,571 |
-74.01% |
Clarius Group LLC |
22,585 |
10,585 |
-12,000 |
-53.13% |
Mirae Asset Global Investments Co. Ltd. |
50,461 |
30,766 |
-19,695 |
-39.03% |
Cutler Group LP |
12,007 |
7,500 |
-4,507 |
-37.54% |
ARK Investment Management LLC |
6,805,208 |
5,613,043 |
-1,192,165 |
-17.52% |
Allworth Financial LP |
303 |
251 |
-52 |
-17.16% |
Nikko Asset Management Americas Inc. |
1,802,494 |
1,697,560 |
-104,934 |
-5.82% |
Sumitomo Mitsui Trust Holdings Inc. |
1,802,494 |
1,697,560 |
-104,934 |
-5.82% |
Fairman Group LLC |
1,177,287 |
1,137,287 |
-40,000 |
-3.40% |
Brown Advisory Inc. |
5,962,571 |
5,845,934 |
-116,637 |
-1.96% |
13F Filers Exiting ACCD |
International Assets Investment Management LLC |
110,492 |
0 |
-110,492 |
-100.00% |
Banque Cantonale Vaudoise |
786 |
0 |
-786 |
-100.00% |
Requisite Capital Management LLC |
21,150 |
0 |
-21,150 |
-100.00% |
Glassman Wealth Services |
101 |
0 |
-101 |
-100.00% |
Gradient Investments LLC |
77 |
0 |
-77 |
-100.00% |
See Summary: Institutional Holders of ACCD
See Details: Top 10 Hedge Funds Holding ACCD
Also See: ACCD Insider Buying
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