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This page summarizes the ARLP 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 ARLP 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 ARLP Share Count |
|---|
| Simplex Trading LLC |
26,358 |
93,769 |
+67,411 |
+255.75% |
| Commonwealth Equity Services LLC |
39,102 |
53,357 |
+14,255 |
+36.46% |
| J.W. Cole Advisors Inc. |
16,971 |
20,102 |
+3,131 |
+18.45% |
| Sound Income Strategies LLC |
676 |
797 |
+121 |
+17.90% |
| BCS Wealth Management |
15,845 |
17,903 |
+2,058 |
+12.99% |
| Autumn Glory Partners LLC |
39,800 |
43,300 |
+3,500 |
+8.79% |
| PFS Partners LLC |
3,855 |
3,990 |
+135 |
+3.50% |
| Sunbelt Securities Inc. |
344 |
356 |
+12 |
+3.49% |
| Crescent Grove Advisors LLC |
169,498 |
175,250 |
+5,752 |
+3.39% |
| Raymond James Financial Services Advisors Inc. |
348,187 |
359,669 |
+11,482 |
+3.30% |
| Raymond James & Associates |
31,648 |
32,490 |
+842 |
+2.66% |
| Spire Wealth Management |
42 |
43 |
+1 |
+2.38% |
| Cambridge Investment Research Advisors Inc. |
19,773 |
20,118 |
+345 |
+1.74% |
| Adams Asset Advisors LLC |
307,383 |
310,885 |
+3,502 |
+1.14% |
| CWM LLC |
1,000 |
1,008 |
+8 |
+0.80% |
| 13F Filers Reporting New Positions In ARLP |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| BNP Paribas Arbitrage SA |
0 |
628 |
+628 |
+100% |
| First Financial Bank Trust Division |
0 |
11,620 |
+11,620 |
+100% |
| Exchange Traded Concepts LLC |
0 |
58,862 |
+58,862 |
+100% |
| True North Advisors LLC |
0 |
16,188 |
+16,188 |
+100% |
| Inscription Capital LLC |
0 |
13,052 |
+13,052 |
+100% |
| Cadent Capital Advisors LLC |
0 |
10,622 |
+10,622 |
+100% |
| Crew Capital Management Ltd. |
0 |
15,298 |
+15,298 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
400 |
+400 |
+100% |
| Andina Capital Management LLC |
0 |
13,889 |
+13,889 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
400 |
400 |
UNCH |
0.00% |
| Doliver Advisors LP |
12,000 |
12,000 |
UNCH |
0.00% |
| Mcintyre Freedman & Flynn Investment Advisers Inc. |
20,000 |
20,000 |
UNCH |
0.00% |
| Cutter & CO Brokerage Inc. |
20,134 |
20,134 |
UNCH |
0.00% |
| Sumitomo Mitsui Trust Holdings Inc. |
20,000 |
20,000 |
UNCH |
0.00% |
| Allworth Financial LP |
3,086 |
3,086 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
1,773 |
1,773 |
UNCH |
0.00% |
| Grassi Investment Management |
57,000 |
57,000 |
UNCH |
0.00% |
| Disciplined Investments LLC |
56,766 |
56,766 |
UNCH |
0.00% |
| City State Bank |
300 |
300 |
UNCH |
0.00% |
| 13F Filers Decreasing ARLP Share Count |
|---|
| Ronald Blue Trust Inc. |
3,000 |
863 |
-2,137 |
-71.23% |
| Janney Montgomery Scott LLC |
19,567 |
12,194 |
-7,373 |
-37.68% |
| Cushing Asset Management LP |
51,000 |
35,000 |
-16,000 |
-31.37% |
| Capital Advisors Inc. OK |
117,359 |
101,549 |
-15,810 |
-13.47% |
| 13F Filers Exiting ARLP |
|---|
| Planned Solutions Inc. |
200 |
0 |
-200 |
-100.00% |
| International Assets Investment Management LLC |
25,416 |
0 |
-25,416 |
-100.00% |
| Global Retirement Partners LLC |
2,528 |
0 |
-2,528 |
-100.00% |
| Counterpoint Mutual Funds LLC |
9,943 |
0 |
-9,943 |
-100.00% |
See Summary: Institutional Holders of ARLP
See Details: Top 10 Hedge Funds Holding ARLP
Also See: ARLP Insider Buying
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