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This page summarizes the AGNG holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether AGNG 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 | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing AGNG Share Count |
|---|
| Daiwa Securities Group Inc. |
600,000 |
700,000 |
+100,000 |
+16.67% |
| Advisor Group Holdings Inc. |
19,131 |
21,910 |
+2,779 |
+14.53% |
| Bank of America Corp DE |
1,995 |
2,054 |
+59 |
+2.96% |
| Oder Investment Management LLC |
9,220 |
9,421 |
+201 |
+2.18% |
| EPG Wealth Management LLC |
12,204 |
12,249 |
+45 |
+0.37% |
| Morgan Stanley |
2,093 |
2,094 |
+1 |
+0.05% |
| 13F Filers Reporting New Positions In AGNG |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Principal Securities Inc. |
0 |
38,949 |
+38,949 |
+100% |
| Bank of Montreal Can |
0 |
2,301 |
+2,301 |
+100% |
| Citadel Advisors LLC |
0 |
25,100 |
+25,100 |
+100% |
| Stratos Wealth Partners LTD. |
0 |
7,230 |
+7,230 |
+100% |
| Lindbrook Capital LLC |
0 |
390 |
+390 |
+100% |
| HBW Advisory Services LLC |
0 |
999 |
+999 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Wells Fargo & Company MN |
1 |
1 |
UNCH |
0.00% |
| Royal Bank of Canada |
220 |
220 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
88 |
88 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
500 |
500 |
UNCH |
0.00% |
| McClarren Financial Advisors Inc. |
366 |
366 |
UNCH |
0.00% |
| 13F Filers Decreasing AGNG Share Count |
|---|
| Valley National Advisers Inc. |
21,984 |
267 |
-21,717 |
-98.79% |
| LPL Financial LLC |
72,280 |
21,750 |
-50,530 |
-69.91% |
| Jane Street Group LLC |
28,703 |
16,774 |
-11,929 |
-41.56% |
| Richard W. Paul & Associates LLC |
375 |
292 |
-83 |
-22.13% |
| Mackenzie Financial Corp |
39,600 |
34,100 |
-5,500 |
-13.89% |
| FMR LLC |
1,156 |
1,072 |
-84 |
-7.27% |
| 13F Filers Exiting AGNG |
|---|
| Buck Wealth Strategies LLC |
45 |
0 |
-45 |
-100.00% |
| Coastal Investment Advisors Inc. |
101 |
0 |
-101 |
-100.00% |
| UBS Group AG |
45 |
0 |
-45 |
-100.00% |
| CWM LLC |
50 |
0 |
-50 |
-100.00% |
See Summary: Institutional Holders of AGNG
See Details: Top 10 Hedge Funds Holding AGNG
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