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This page summarizes the AUR 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 AUR 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 AUR Share Count |
|---|
| Versant Capital Management Inc |
106 |
3,597 |
+3,491 |
+3293.40% |
| Global Retirement Partners LLC |
4,500 |
43,500 |
+39,000 |
+866.67% |
| Allworth Financial LP |
1,300 |
5,900 |
+4,600 |
+353.85% |
| JFS Wealth Advisors LLC |
37 |
61 |
+24 |
+64.86% |
| SJS Investment Consulting Inc. |
23 |
32 |
+9 |
+39.13% |
| Baillie Gifford & Co. |
33,634,164 |
40,596,568 |
+6,962,404 |
+20.70% |
| CWM LLC |
106 |
115 |
+9 |
+8.49% |
| Victory Capital Management Inc. |
93,896 |
94,575 |
+679 |
+0.72% |
| Commonwealth Equity Services LLC |
33,007 |
33,167 |
+160 |
+0.48% |
| 13F Filers Reporting New Positions In AUR |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| GSA Capital Partners LLP |
0 |
76,889 |
+76,889 |
+100% |
| Capstone Investment Advisors LLC |
0 |
13,805 |
+13,805 |
+100% |
| Northwest Investment Counselors LLC |
0 |
36 |
+36 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
67 |
+67 |
+100% |
| First Command Advisory Services Inc. |
0 |
400 |
+400 |
+100% |
| GPS Wealth Strategies Group LLC |
0 |
50 |
+50 |
+100% |
| GAMMA Investing LLC |
0 |
179 |
+179 |
+100% |
| Private Wealth Management Group LLC |
0 |
782 |
+782 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Cookson Peirce & Co. Inc. |
550,000 |
550,000 |
UNCH |
0.00% |
| WBH Advisory Inc. |
28,559 |
28,559 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
100,136 |
100,136 |
UNCH |
0.00% |
| Gradient Investments LLC |
30 |
30 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
21,829 |
21,829 |
UNCH |
0.00% |
| Solstein Capital LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Willis Johnson & Associates Inc. |
12,500 |
12,500 |
UNCH |
0.00% |
| Kathleen S. Wright Associates Inc. |
10,708 |
10,708 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
200 |
200 |
UNCH |
0.00% |
| 13F Filers Decreasing AUR Share Count |
|---|
| Amalgamated Bank |
30,732 |
11,550 |
-19,182 |
-62.42% |
| DNB Asset Management AS |
211,790 |
120,103 |
-91,687 |
-43.29% |
| Nisa Investment Advisors LLC |
17,140 |
14,710 |
-2,430 |
-14.18% |
| Bank of New York Mellon Corp |
1,590,139 |
1,389,525 |
-200,614 |
-12.62% |
| Nikko Asset Management Americas Inc. |
3,587,522 |
3,265,531 |
-321,991 |
-8.98% |
| Sumitomo Mitsui Trust Holdings Inc. |
3,587,522 |
3,265,531 |
-321,991 |
-8.98% |
| Fifth Third Bancorp |
5,281 |
4,930 |
-351 |
-6.65% |
| Daiwa Securities Group Inc. |
33,128 |
31,096 |
-2,032 |
-6.13% |
| Principal Financial Group Inc. |
42,657 |
40,793 |
-1,864 |
-4.37% |
| 13F Filers Exiting AUR |
|---|
| Value Aligned Research Advisors LLC |
92,302 |
0 |
-92,302 |
-100.00% |
| Bordeaux Wealth Advisors LLC |
559,152 |
0 |
-559,152 |
-100.00% |
| Industry Ventures L.L.C. |
15,813 |
0 |
-15,813 |
-100.00% |
| Cutler Group LP |
110 |
0 |
-110 |
-100.00% |
| AdvisorNet Financial Inc |
11 |
0 |
-11 |
-100.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,000 |
0 |
-1,000 |
-100.00% |
| Cowen AND Company LLC |
20,000 |
0 |
-20,000 |
-100.00% |
See Summary: Institutional Holders of AUR
See Details: Top 10 Hedge Funds Holding AUR
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