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This page summarizes the AXSM 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 AXSM 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 AXSM Share Count |
|---|
| Allworth Financial LP |
17 |
322 |
+305 |
+1794.12% |
| SG Americas Securities LLC |
2,141 |
15,104 |
+12,963 |
+605.46% |
| Global Retirement Partners LLC |
5 |
23 |
+18 |
+360.00% |
| Signaturefd LLC |
73 |
313 |
+240 |
+328.77% |
| BNP Paribas Arbitrage SA |
19,477 |
82,544 |
+63,067 |
+323.80% |
| Susquehanna International Group LLP |
12,763 |
39,321 |
+26,558 |
+208.09% |
| China Universal Asset Management Co. Ltd. |
5,475 |
9,103 |
+3,628 |
+66.26% |
| Raymond James & Associates |
5,417 |
8,829 |
+3,412 |
+62.99% |
| DAVENPORT & Co LLC |
3,817 |
5,817 |
+2,000 |
+52.40% |
| Headlands Technologies LLC |
78 |
102 |
+24 |
+30.77% |
| Mutual of America Capital Management LLC |
34,578 |
41,620 |
+7,042 |
+20.37% |
| First Turn Management LLC |
295,428 |
342,173 |
+46,745 |
+15.82% |
| Hennion & Walsh Asset Management Inc. |
60,616 |
69,483 |
+8,867 |
+14.63% |
| Privium Fund Management B.V. |
72,032 |
82,032 |
+10,000 |
+13.88% |
| Janney Montgomery Scott LLC |
5,280 |
5,780 |
+500 |
+9.47% |
| Sei Investments Co. |
32,957 |
35,654 |
+2,697 |
+8.18% |
| WCM Investment Management LLC |
104,808 |
111,590 |
+6,782 |
+6.47% |
| Principal Financial Group Inc. |
9,497 |
9,773 |
+276 |
+2.91% |
| Nisa Investment Advisors LLC |
921 |
947 |
+26 |
+2.82% |
| Oak Ridge Investments LLC |
15,517 |
15,930 |
+413 |
+2.66% |
| Peregrine Capital Management LLC |
84,817 |
86,135 |
+1,318 |
+1.55% |
| Baldwin Brothers Inc. MA |
48,995 |
49,695 |
+700 |
+1.43% |
| Wealth Enhancement Advisory Services LLC |
18,915 |
19,045 |
+130 |
+0.69% |
| 13F Filers Reporting New Positions In AXSM |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Wesbanco Bank Inc. |
0 |
8,300 |
+8,300 |
+100% |
| Trust Co. of Vermont |
0 |
500 |
+500 |
+100% |
| Private Trust Co. NA |
0 |
42 |
+42 |
+100% |
| DNB Asset Management AS |
0 |
4,426 |
+4,426 |
+100% |
| JJJ Advisors Inc. |
0 |
1,213 |
+1,213 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
141 |
+141 |
+100% |
| SpiderRock Advisors LLC |
0 |
70,019 |
+70,019 |
+100% |
| Yarbrough Capital LLC |
0 |
5,054 |
+5,054 |
+100% |
| Goodwin Investment Advisory |
0 |
4,241 |
+4,241 |
+100% |
| AlphaCentric Advisors LLC |
0 |
32,500 |
+32,500 |
+100% |
| American Capital Advisory LLC |
0 |
20 |
+20 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Fifth Third Bancorp |
200 |
200 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
20 |
20 |
UNCH |
0.00% |
| NBC Securities Inc. |
333 |
333 |
UNCH |
0.00% |
| Forbes J M & Co. LLP |
3,840 |
3,840 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
13 |
13 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
30,000 |
30,000 |
UNCH |
0.00% |
| Daiwa Securities Group Inc. |
175 |
175 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
50 |
50 |
UNCH |
0.00% |
| Swiss National Bank |
60,500 |
60,500 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
16 |
16 |
UNCH |
0.00% |
| Mirador Capital Partners LP |
4,000 |
4,000 |
UNCH |
0.00% |
| Aries Wealth Management |
4,000 |
4,000 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
29 |
29 |
UNCH |
0.00% |
| MONECO Advisors LLC |
7,485 |
7,485 |
UNCH |
0.00% |
| PSI Advisors LLC |
40 |
40 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
15 |
15 |
UNCH |
0.00% |
| Key Financial Inc |
450 |
450 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
11,932 |
11,932 |
UNCH |
0.00% |
| Washington Trust Advisors Inc. |
330 |
330 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
423 |
423 |
UNCH |
0.00% |
| SYSTM Wealth Solutions LLC |
16 |
16 |
UNCH |
0.00% |
| 13F Filers Decreasing AXSM Share Count |
|---|
| Amalgamated Bank |
5,090 |
1,216 |
-3,874 |
-76.11% |
| Cutler Group LP |
600 |
200 |
-400 |
-66.67% |
| Legato Capital Management LLC |
8,622 |
4,733 |
-3,889 |
-45.11% |
| Phocas Financial Corp. |
26,890 |
19,154 |
-7,736 |
-28.77% |
| Simplex Trading LLC |
20,813 |
15,386 |
-5,427 |
-26.08% |
| CWM LLC |
38,371 |
29,595 |
-8,776 |
-22.87% |
| Mirae Asset Global Investments Co. Ltd. |
17,962 |
15,249 |
-2,713 |
-15.10% |
| New York State Common Retirement Fund |
28,047 |
24,530 |
-3,517 |
-12.54% |
| Candriam Luxembourg S.C.A. |
85,084 |
75,084 |
-10,000 |
-11.75% |
| UMB Bank N A MO |
163 |
145 |
-18 |
-11.04% |
| State of New Jersey Common Pension Fund D |
38,049 |
33,877 |
-4,172 |
-10.96% |
| Zurcher Kantonalbank Zurich Cantonalbank |
5,834 |
5,199 |
-635 |
-10.88% |
| Bank of New York Mellon Corp |
166,293 |
153,771 |
-12,522 |
-7.53% |
| Iridian Asset Management LLC CT |
138,337 |
128,842 |
-9,495 |
-6.86% |
| Teacher Retirement System of Texas |
7,188 |
6,845 |
-343 |
-4.77% |
| GAMMA Investing LLC |
21 |
20 |
-1 |
-4.76% |
| Raymond James Financial Services Advisors Inc. |
18,136 |
17,321 |
-815 |
-4.49% |
| Huntington National Bank |
350 |
336 |
-14 |
-4.00% |
| Victory Capital Management Inc. |
5,208 |
5,106 |
-102 |
-1.96% |
| Moody Aldrich Partners LLC |
66,866 |
65,659 |
-1,207 |
-1.81% |
| Arizona State Retirement System |
8,575 |
8,453 |
-122 |
-1.42% |
| Lindbrook Capital LLC |
84,086 |
83,768 |
-318 |
-0.38% |
| 13F Filers Exiting AXSM |
|---|
| Quent Capital LLC |
1,213 |
0 |
-1,213 |
-100.00% |
| Ronald Blue Trust Inc. |
38 |
0 |
-38 |
-100.00% |
| FORA Capital LLC |
8,907 |
0 |
-8,907 |
-100.00% |
| Meridian Wealth Management LLC |
20,498 |
0 |
-20,498 |
-100.00% |
| Advisory Services Network LLC |
770 |
0 |
-770 |
-100.00% |
| Commonwealth Equity Services LLC |
7,041 |
0 |
-7,041 |
-100.00% |
See Summary: Institutional Holders of AXSM
See Details: Top 10 Hedge Funds Holding AXSM
Also See: AXSM Insider Buying
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