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This page summarizes the AN 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 AN 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 AN Share Count |
|---|
| NBC Securities Inc. |
115 |
573 |
+458 |
+398.26% |
| CWM LLC |
183 |
840 |
+657 |
+359.02% |
| Denali Advisors LLC |
138 |
248 |
+110 |
+79.71% |
| Foster & Motley Inc. |
1,447 |
2,407 |
+960 |
+66.34% |
| Fifth Third Bancorp |
164 |
238 |
+74 |
+45.12% |
| American Institute for Advanced Investment Management LLP |
1,365 |
1,850 |
+485 |
+35.53% |
| OLD National Bancorp IN |
2,000 |
2,678 |
+678 |
+33.90% |
| Spire Wealth Management |
300 |
400 |
+100 |
+33.33% |
| First Horizon Advisors Inc. |
153 |
194 |
+41 |
+26.80% |
| Global Retirement Partners LLC |
194 |
242 |
+48 |
+24.74% |
| Natixis Advisors L.P. |
12,272 |
15,132 |
+2,860 |
+23.31% |
| Wealth Enhancement Advisory Services LLC |
2,023 |
2,344 |
+321 |
+15.87% |
| Raymond James & Associates |
45,481 |
52,473 |
+6,992 |
+15.37% |
| Allspring Global Investments Holdings LLC |
15,989 |
18,342 |
+2,353 |
+14.72% |
| Davis Capital Management |
8,240 |
9,448 |
+1,208 |
+14.66% |
| Coastal Investment Advisors Inc. |
1,410 |
1,605 |
+195 |
+13.83% |
| Abacus Planning Group Inc. |
1,837 |
2,073 |
+236 |
+12.85% |
| Cambridge Investment Research Advisors Inc. |
8,737 |
9,635 |
+898 |
+10.28% |
| Ellsworth Advisors LLC |
4,410 |
4,843 |
+433 |
+9.82% |
| Private Trust Co. NA |
115 |
126 |
+11 |
+9.57% |
| Nilsine Partners LLC |
22,159 |
23,847 |
+1,688 |
+7.62% |
| GAMMA Investing LLC |
99 |
106 |
+7 |
+7.07% |
| Alaska Permanent Fund Corp |
16,596 |
17,547 |
+951 |
+5.73% |
| Raymond James Trust N.A. |
2,083 |
2,193 |
+110 |
+5.28% |
| Conscious Wealth Investments LLC |
18,956 |
19,752 |
+796 |
+4.20% |
| Venturi Wealth Management LLC |
66 |
68 |
+2 |
+3.03% |
| Louisiana State Employees Retirement System |
7,300 |
7,500 |
+200 |
+2.74% |
| 180 Wealth Advisors LLC |
4,953 |
5,086 |
+133 |
+2.69% |
| NorthCrest Asset Manangement LLC |
4,700 |
4,820 |
+120 |
+2.55% |
| Zimmermann Investment Management & Planning LLC |
4,130 |
4,214 |
+84 |
+2.03% |
| Ferguson Wellman Capital Management Inc. |
262,930 |
267,650 |
+4,720 |
+1.80% |
| SummerHaven Investment Management LLC |
4,061 |
4,129 |
+68 |
+1.67% |
| State of Michigan Retirement System |
6,248 |
6,348 |
+100 |
+1.60% |
| IVC Wealth Advisors LLC |
10,379 |
10,417 |
+38 |
+0.37% |
| 13F Filers Reporting New Positions In AN |
|---|
| Sanders Morris Harris LLC |
0 |
5,000 |
+5,000 |
+100% |
| First National Trust Co |
0 |
1,255 |
+1,255 |
+100% |
| Brown Advisory Inc. |
0 |
1,396 |
+1,396 |
+100% |
| Harbor Investment Advisory LLC |
0 |
12 |
+12 |
+100% |
| Riverview Trust Co |
0 |
198 |
+198 |
+100% |
| Pinnacle Bank |
0 |
43 |
+43 |
+100% |
| Rise Advisors LLC |
0 |
92 |
+92 |
+100% |
| Simplicity Wealth LLC |
0 |
2,681 |
+2,681 |
+100% |
| Fortitude Family Office LLC |
0 |
22 |
+22 |
+100% |
| SYSTM Wealth Solutions LLC |
0 |
578 |
+578 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| New Mexico Educational Retirement Board |
5,500 |
5,500 |
UNCH |
0.00% |
| Securian Asset Management Inc |
2,175 |
2,175 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
54 |
54 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
11 |
11 |
UNCH |
0.00% |
| Baker Ellis Asset Management LLC |
1,600 |
1,600 |
UNCH |
0.00% |
| State of Alaska Department of Revenue |
2,803 |
2,803 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
8,800 |
8,800 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
564 |
564 |
UNCH |
0.00% |
| Cottage Street Advisors LLC |
5,800 |
5,800 |
UNCH |
0.00% |
| Symmetry Partners LLC |
12,213 |
12,213 |
UNCH |
0.00% |
| Bfsg LLC |
1,143 |
1,143 |
UNCH |
0.00% |
| Versant Capital Management Inc |
1 |
1 |
UNCH |
0.00% |
| Compton Wealth Advisory Group LLC |
2,751 |
2,751 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
97 |
97 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
2,324 |
2,324 |
UNCH |
0.00% |
| CVA Family Office LLC |
97 |
97 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
71 |
71 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
23 |
23 |
UNCH |
0.00% |
| Quantum Financial Advisors LLC |
1,400 |
1,400 |
UNCH |
0.00% |
| Financial Perspectives Inc |
100 |
100 |
UNCH |
0.00% |
| Planning Capital Management Corp |
21 |
21 |
UNCH |
0.00% |
| 13F Filers Decreasing AN Share Count |
|---|
| Newbridge Financial Services Group Inc. |
112 |
4 |
-108 |
-96.43% |
| Los Angeles Capital Management & Equity Research Inc. |
14,456 |
2,035 |
-12,421 |
-85.92% |
| Exchange Traded Concepts LLC |
93 |
27 |
-66 |
-70.97% |
| AdvisorNet Financial Inc |
17 |
5 |
-12 |
-70.59% |
| Atlas Capital Advisors LLC |
3,552 |
2,436 |
-1,116 |
-31.42% |
| Amalgamated Bank |
21,053 |
18,461 |
-2,592 |
-12.31% |
| UMB Bank N A MO |
608 |
544 |
-64 |
-10.53% |
| Silverlake Wealth Management LLC |
1,662 |
1,500 |
-162 |
-9.75% |
| Sequent Asset Management LLC |
2,859 |
2,593 |
-266 |
-9.30% |
| Zurcher Kantonalbank Zurich Cantonalbank |
6,414 |
5,890 |
-524 |
-8.17% |
| Ritholtz Wealth Management |
11,932 |
11,060 |
-872 |
-7.31% |
| Michael S. Ryan Inc. |
1,584 |
1,471 |
-113 |
-7.13% |
| Bank of New York Mellon Corp |
310,986 |
290,476 |
-20,510 |
-6.60% |
| New York State Teachers Retirement System |
44,519 |
41,836 |
-2,683 |
-6.03% |
| Raymond James Financial Services Advisors Inc. |
2,547 |
2,439 |
-108 |
-4.24% |
| Yousif Capital Management LLC |
13,267 |
12,941 |
-326 |
-2.46% |
| Perpetual Ltd |
1,838 |
1,800 |
-38 |
-2.07% |
| Allworth Financial LP |
497 |
491 |
-6 |
-1.21% |
| Verdence Capital Advisors LLC |
4,507 |
4,506 |
-1 |
-0.02% |
| 13F Filers Exiting AN |
|---|
| Financial Synergies Wealth Advisors Inc. |
2 |
0 |
-2 |
-100.00% |
| Bruce G. Allen Investments LLC |
7 |
0 |
-7 |
-100.00% |
| Annapolis Financial Services LLC |
1,160 |
0 |
-1,160 |
-100.00% |
| International Assets Investment Management LLC |
61,574 |
0 |
-61,574 |
-100.00% |
| Oak Thistle LLC |
1,814 |
0 |
-1,814 |
-100.00% |
| MorganRosel Wealth Management LLC |
4,866 |
0 |
-4,866 |
-100.00% |
| Harfst & Associates Inc. |
1,846 |
0 |
-1,846 |
-100.00% |
| DekaBank Deutsche Girozentrale |
3,800 |
0 |
-3,800 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
21,471 |
0 |
-21,471 |
-100.00% |
| Contravisory Investment Management Inc. |
51,191 |
0 |
-51,191 |
-100.00% |
| Wedge Capital Management L L P NC |
342,862 |
0 |
-342,862 |
-100.00% |
See Summary: Institutional Holders of AN
See Details: Top 10 Hedge Funds Holding AN
Also See: AN Insider Buying
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