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This page summarizes the CLOU 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 CLOU 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 CLOU Share Count |
|---|
| CWM LLC |
20,311 |
28,884 |
+8,573 |
+42.21% |
| Perigon Wealth Management LLC |
21,636 |
25,112 |
+3,476 |
+16.07% |
| Migdal Insurance & Financial Holdings Ltd. |
7,518 |
7,900 |
+382 |
+5.08% |
| Creative Financial Designs Inc. ADV |
12,860 |
13,310 |
+450 |
+3.50% |
| Lincoln National Corp |
10,735 |
10,822 |
+87 |
+0.81% |
| Archford Capital Strategies LLC |
32,080 |
32,107 |
+27 |
+0.08% |
| 13F Filers Reporting New Positions In CLOU |
|---|
| Coastal Investment Advisors Inc. |
0 |
1,315 |
+1,315 |
+100% |
| Ronald Blue Trust Inc. |
0 |
67 |
+67 |
+100% |
| Global Assets Advisory LLC |
0 |
15,232 |
+15,232 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Wiley BROS. Aintree Capital LLC |
13,860 |
13,860 |
UNCH |
0.00% |
| Private Trust Co. NA |
1,489 |
1,489 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
3,781 |
3,781 |
UNCH |
0.00% |
| Meitav Dash Investments Ltd. |
593,286 |
593,286 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
1,022 |
1,022 |
UNCH |
0.00% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
446,637 |
446,637 |
UNCH |
0.00% |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD |
146,649 |
146,649 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
3,488 |
3,488 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
255 |
255 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
2,080 |
2,080 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
92,803 |
92,803 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
1,823 |
1,823 |
UNCH |
0.00% |
| CVA Family Office LLC |
6,431 |
6,431 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
25 |
25 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
2,150 |
2,150 |
UNCH |
0.00% |
| 13F Filers Decreasing CLOU Share Count |
|---|
| Lindbrook Capital LLC |
9,846 |
846 |
-9,000 |
-91.41% |
| Raymond James Financial Services Advisors Inc. |
312,509 |
47,337 |
-265,172 |
-84.85% |
| Tsfg LLC |
900 |
250 |
-650 |
-72.22% |
| BNP Paribas Arbitrage SA |
13,848 |
6,540 |
-7,308 |
-52.77% |
| Pennsylvania Capital Management Inc. ADV |
22,092 |
11,491 |
-10,601 |
-47.99% |
| Commonwealth Equity Services LLC |
50,064 |
26,393 |
-23,671 |
-47.28% |
| Aspire Private Capital LLC |
430 |
239 |
-191 |
-44.42% |
| Prestige Wealth Management Group LLC |
4,778 |
3,279 |
-1,499 |
-31.37% |
| First PREMIER Bank |
6,120 |
4,320 |
-1,800 |
-29.41% |
| Mirae Asset Global Investments Co. Ltd. |
379,197 |
273,443 |
-105,754 |
-27.89% |
| Blue Bell Private Wealth Management LLC |
401 |
301 |
-100 |
-24.94% |
| Cambridge Investment Research Advisors Inc. |
36,561 |
28,977 |
-7,584 |
-20.74% |
| Bank Hapoalim BM |
49,726 |
40,926 |
-8,800 |
-17.70% |
| Macroview Investment Management LLC |
26,862 |
22,189 |
-4,673 |
-17.40% |
| Daiwa Securities Group Inc. |
1,800,000 |
1,600,000 |
-200,000 |
-11.11% |
| Icapital Wealth LLC |
55,730 |
50,130 |
-5,600 |
-10.05% |
| Raymond James & Associates |
33,220 |
32,616 |
-604 |
-1.82% |
| Bank of New Hampshire |
2,970 |
2,919 |
-51 |
-1.72% |
| 13F Filers Exiting CLOU |
|---|
| James J. Burns & Company LLC |
9,152 |
0 |
-9,152 |
-100.00% |
| Spire Wealth Management |
5,904 |
0 |
-5,904 |
-100.00% |
| International Assets Investment Management LLC |
73,713 |
0 |
-73,713 |
-100.00% |
| Stratos Wealth Partners LTD. |
14,084 |
0 |
-14,084 |
-100.00% |
| Allworth Financial LP |
2,239 |
0 |
-2,239 |
-100.00% |
| Cutler Group LP |
2,295 |
0 |
-2,295 |
-100.00% |
| J.W. Cole Advisors Inc. |
8,974 |
0 |
-8,974 |
-100.00% |
| Van ECK Associates Corp |
163 |
0 |
-163 |
-100.00% |
| NBC Securities Inc. |
66 |
0 |
-66 |
-100.00% |
See Summary: Institutional Holders of CLOU
See Details: Top 10 Hedge Funds Holding CLOU
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