 |
|
|
This page summarizes the AMX 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 AMX 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 AMX Share Count |
|---|
| NBC Securities Inc. |
1,816 |
13,717 |
+11,901 |
+655.34% |
| Private Trust Co. NA |
772 |
4,814 |
+4,042 |
+523.58% |
| Robeco Institutional Asset Management B.V. |
172,498 |
800,676 |
+628,178 |
+364.17% |
| Alpha Cubed Investments LLC |
11,120 |
32,448 |
+21,328 |
+191.80% |
| Global Retirement Partners LLC |
2,741 |
4,641 |
+1,900 |
+69.32% |
| Natixis Advisors L.P. |
110,564 |
181,377 |
+70,813 |
+64.05% |
| Allworth Financial LP |
2,085 |
3,288 |
+1,203 |
+57.70% |
| Sound Income Strategies LLC |
2,415 |
3,466 |
+1,051 |
+43.52% |
| Benjamin F. Edwards & Company Inc. |
6,170 |
8,177 |
+2,007 |
+32.53% |
| Ronald Blue Trust Inc. |
855 |
1,071 |
+216 |
+25.26% |
| Foster Group Inc. |
12,175 |
14,171 |
+1,996 |
+16.39% |
| Lindbrook Capital LLC |
2,529 |
2,886 |
+357 |
+14.12% |
| Cambridge Investment Research Advisors Inc. |
15,246 |
17,083 |
+1,837 |
+12.05% |
| Raymond James & Associates |
196,309 |
206,024 |
+9,715 |
+4.95% |
| Bank of New York Mellon Corp |
90,080 |
94,318 |
+4,238 |
+4.70% |
| Allspring Global Investments Holdings LLC |
8,283,247 |
8,528,360 |
+245,113 |
+2.96% |
| Sequoia Financial Advisors LLC |
13,749 |
14,151 |
+402 |
+2.92% |
| GAMMA Investing LLC |
305 |
312 |
+7 |
+2.30% |
| Ritholtz Wealth Management |
66,857 |
68,177 |
+1,320 |
+1.97% |
| Commonwealth Equity Services LLC |
116,529 |
117,906 |
+1,377 |
+1.18% |
| Janney Montgomery Scott LLC |
36,329 |
36,653 |
+324 |
+0.89% |
| Venturi Wealth Management LLC |
15,075 |
15,179 |
+104 |
+0.69% |
| CWM LLC |
18,784 |
18,873 |
+89 |
+0.47% |
| 13F Filers Reporting New Positions In AMX |
|---|
| First Financialcorp IN |
0 |
104 |
+104 |
+100% |
| ST Germain D J Co. Inc. |
0 |
29 |
+29 |
+100% |
| Gateway Investment Advisers LLC |
0 |
10,942 |
+10,942 |
+100% |
| J.W. Cole Advisors Inc. |
0 |
11,281 |
+11,281 |
+100% |
| Capstone Investment Advisors LLC |
0 |
72,515 |
+72,515 |
+100% |
| Northwest Investment Counselors LLC |
0 |
210 |
+210 |
+100% |
| Mather Group LLC. |
0 |
190 |
+190 |
+100% |
| First Horizon Advisors Inc. |
0 |
280 |
+280 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
1,559 |
+1,559 |
+100% |
| Private Ocean LLC |
0 |
1,419 |
+1,419 |
+100% |
| Harbour Capital Advisors LLC |
0 |
11,035 |
+11,035 |
+100% |
| Summit Global Investments |
0 |
13,944 |
+13,944 |
+100% |
| Pinnacle Bank |
0 |
384 |
+384 |
+100% |
| SJS Investment Consulting Inc. |
0 |
234 |
+234 |
+100% |
| Simplicity Wealth LLC |
0 |
58,863 |
+58,863 |
+100% |
| Union Savings Bank |
0 |
700 |
+700 |
+100% |
| Diversify Advisory Services LLC |
0 |
25,194 |
+25,194 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Proequities Inc. |
126 |
126 |
UNCH |
0.00% |
| UMB Bank N A MO |
8,285 |
8,285 |
UNCH |
0.00% |
| Heritage Investors Management Corp |
68,186 |
68,186 |
UNCH |
0.00% |
| Hollencrest Capital Management |
259 |
259 |
UNCH |
0.00% |
| First United Bank Trust |
2,875 |
2,875 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
18,028 |
18,028 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
3,600 |
3,600 |
UNCH |
0.00% |
| Field & Main Bank |
18,664 |
18,664 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
234 |
234 |
UNCH |
0.00% |
| Versant Capital Management Inc |
748 |
748 |
UNCH |
0.00% |
| West Branch Capital LLC |
300 |
300 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
45,300 |
45,300 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
1,908 |
1,908 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
160 |
160 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
1,666 |
1,666 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
134 |
134 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
784 |
784 |
UNCH |
0.00% |
| Yousif Capital Management LLC |
52,239 |
52,239 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
1,058 |
1,058 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
5,265 |
5,265 |
UNCH |
0.00% |
| Glass Jacobson Investment Advisors llc |
1,493 |
1,493 |
UNCH |
0.00% |
| Financial Freedom LLC |
1,602 |
1,602 |
UNCH |
0.00% |
| 13F Filers Decreasing AMX Share Count |
|---|
| Atlas Capital Advisors LLC |
8,502 |
1,786 |
-6,716 |
-78.99% |
| Raymond James Financial Services Advisors Inc. |
81,856 |
37,800 |
-44,056 |
-53.82% |
| AdvisorNet Financial Inc |
4,600 |
2,570 |
-2,030 |
-44.13% |
| Fifth Third Bancorp |
33,709 |
18,910 |
-14,799 |
-43.90% |
| JFS Wealth Advisors LLC |
608 |
450 |
-158 |
-25.99% |
| JJJ Advisors Inc. |
981 |
864 |
-117 |
-11.93% |
| Wealth Enhancement Advisory Services LLC |
18,730 |
16,936 |
-1,794 |
-9.58% |
| SYSTM Wealth Solutions LLC |
1,735 |
1,579 |
-156 |
-8.99% |
| Investment Partners Asset Management Inc. |
13,068 |
12,247 |
-821 |
-6.28% |
| LVW Advisors LLC |
14,656 |
13,851 |
-805 |
-5.49% |
| Columbus Macro LLC |
78,102 |
74,904 |
-3,198 |
-4.09% |
| Checchi Capital Advisers LLC |
11,095 |
10,749 |
-346 |
-3.12% |
| WASHINGTON TRUST Co |
99 |
97 |
-2 |
-2.02% |
| Bank of New Hampshire |
68,545 |
68,066 |
-479 |
-0.70% |
| TSP Capital Management Group LLC |
622,916 |
622,816 |
-100 |
-0.02% |
| 13F Filers Exiting AMX |
|---|
| Bruce G. Allen Investments LLC |
57 |
0 |
-57 |
-100.00% |
| Park Place Capital Corp |
223 |
0 |
-223 |
-100.00% |
| Veriti Management LLC |
17,496 |
0 |
-17,496 |
-100.00% |
| International Assets Investment Management LLC |
181,422 |
0 |
-181,422 |
-100.00% |
| Gradient Investments LLC |
7,520 |
0 |
-7,520 |
-100.00% |
| Harbor Investment Advisory LLC |
635 |
0 |
-635 |
-100.00% |
| Clifford Swan Investment Counsel LLC |
13,608 |
0 |
-13,608 |
-100.00% |
| Caldwell Sutter Capital Inc. |
1,903 |
0 |
-1,903 |
-100.00% |
See Summary: Institutional Holders of AMX
See Details: Top 10 Hedge Funds Holding AMX
|
|
