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This page summarizes the CRH 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 CRH 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 CRH Share Count |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
18 |
1,348 |
+1,330 |
+7388.89% |
Sunbelt Securities Inc. |
39 |
1,334 |
+1,295 |
+3320.51% |
Parkside Financial Bank & Trust |
33 |
123 |
+90 |
+272.73% |
Janney Montgomery Scott LLC |
12,407 |
38,683 |
+26,276 |
+211.78% |
Atlas Capital Advisors LLC |
3,042 |
7,435 |
+4,393 |
+144.41% |
Hosking Partners LLP |
30,706 |
69,123 |
+38,417 |
+125.11% |
Bruce G. Allen Investments LLC |
36 |
80 |
+44 |
+122.22% |
ARS Investment Partners LLC |
168,147 |
350,354 |
+182,207 |
+108.36% |
First Hawaiian Bank |
6,357 |
12,083 |
+5,726 |
+90.07% |
NBC Securities Inc. |
242 |
415 |
+173 |
+71.49% |
Natixis Advisors L.P. |
198,086 |
320,284 |
+122,198 |
+61.69% |
Cannon Global Investment Management LLC |
6,500 |
9,800 |
+3,300 |
+50.77% |
Conning Inc. |
25,297 |
36,135 |
+10,838 |
+42.84% |
GAMMA Investing LLC |
514 |
728 |
+214 |
+41.63% |
Fortune Financial Advisors LLC |
10,309 |
14,257 |
+3,948 |
+38.30% |
CWM LLC |
1,498 |
2,058 |
+560 |
+37.38% |
Cambridge Investment Research Advisors Inc. |
4,246 |
5,551 |
+1,305 |
+30.73% |
Wealth Enhancement Advisory Services LLC |
5,093 |
6,651 |
+1,558 |
+30.59% |
Kathmere Capital Management LLC |
10,183 |
13,168 |
+2,985 |
+29.31% |
Caas Capital Management LP |
7,800 |
10,000 |
+2,200 |
+28.21% |
Ritholtz Wealth Management |
32,870 |
41,941 |
+9,071 |
+27.60% |
Brown Advisory Inc. |
164,110 |
204,633 |
+40,523 |
+24.69% |
Seelaus Asset Management LLC |
15,455 |
18,764 |
+3,309 |
+21.41% |
Benjamin F. Edwards & Company Inc. |
1,704 |
2,027 |
+323 |
+18.96% |
PDS Planning Inc |
3,533 |
4,185 |
+652 |
+18.45% |
Massmutual Trust Co. FSB ADV |
781 |
914 |
+133 |
+17.03% |
Private Trust Co. NA |
372 |
425 |
+53 |
+14.25% |
Legacy Wealth Asset Management LLC |
11,266 |
12,866 |
+1,600 |
+14.20% |
JFS Wealth Advisors LLC |
557 |
635 |
+78 |
+14.00% |
Artemis Investment Management LLP |
979,697 |
1,101,225 |
+121,528 |
+12.40% |
Raymond James Trust N.A. |
7,130 |
7,839 |
+709 |
+9.94% |
Private Advisor Group LLC |
5,199 |
5,662 |
+463 |
+8.91% |
Renaissance Investment Group LLC |
118,500 |
128,925 |
+10,425 |
+8.80% |
Veriti Management LLC |
17,297 |
18,793 |
+1,496 |
+8.65% |
Principal Financial Group Inc. |
793,952 |
850,237 |
+56,285 |
+7.09% |
Marks Group Wealth Management Inc |
12,247 |
13,001 |
+754 |
+6.16% |
HB Wealth Management LLC |
101,687 |
107,746 |
+6,059 |
+5.96% |
CAPROCK Group Inc. |
6,679 |
7,045 |
+366 |
+5.48% |
Financial Counselors Inc. |
7,222 |
7,588 |
+366 |
+5.07% |
Portside Wealth Group LLC |
4,200 |
4,407 |
+207 |
+4.93% |
Park Avenue Securities LLC |
25,038 |
26,206 |
+1,168 |
+4.66% |
Narwhal Capital Management |
58,592 |
60,772 |
+2,180 |
+3.72% |
Lincoln National Corp |
2,905 |
3,003 |
+98 |
+3.37% |
JJJ Advisors Inc. |
4,748 |
4,908 |
+160 |
+3.37% |
Global Retirement Partners LLC |
1,816 |
1,877 |
+61 |
+3.36% |
Zurcher Kantonalbank Zurich Cantonalbank |
420,975 |
434,250 |
+13,275 |
+3.15% |
Fundamentun LLC |
38,084 |
39,207 |
+1,123 |
+2.95% |
Princeton Global Asset Management LLC |
111,345 |
114,599 |
+3,254 |
+2.92% |
Sage Rhino Capital LLC |
3,095 |
3,175 |
+80 |
+2.58% |
Ballentine Partners LLC |
25,695 |
26,321 |
+626 |
+2.44% |
Pinnacle Associates Ltd. |
13,813 |
14,132 |
+319 |
+2.31% |
Financial Management Professionals Inc. |
686 |
701 |
+15 |
+2.19% |
Cary Street Partners Investment Advisory LLC |
5,580 |
5,686 |
+106 |
+1.90% |
Transform Wealth LLC |
107,033 |
108,806 |
+1,773 |
+1.66% |
Shepherd Financial Partners LLC |
31,327 |
31,811 |
+484 |
+1.54% |
Sequoia Financial Advisors LLC |
7,664 |
7,757 |
+93 |
+1.21% |
Yousif Capital Management LLC |
11,756 |
11,866 |
+110 |
+0.94% |
Asio Capital LLC |
54,015 |
54,246 |
+231 |
+0.43% |
Lindbrook Capital LLC |
4,555 |
4,570 |
+15 |
+0.33% |
CVA Family Office LLC |
5,958 |
5,964 |
+6 |
+0.10% |
13F Filers Reporting New Positions In CRH |
First Financialcorp IN |
0 |
307 |
+307 |
+100% |
Papp L Roy & Associates |
0 |
2,781 |
+2,781 |
+100% |
Moody Lynn & Lieberson LLC |
0 |
2,369 |
+2,369 |
+100% |
Appleton Partners Inc. MA |
0 |
23,005 |
+23,005 |
+100% |
Raymond James & Associates |
0 |
346,470 |
+346,470 |
+100% |
Dupont Capital Management Corp |
0 |
156,408 |
+156,408 |
+100% |
Greenwood Capital Associates LLC |
0 |
32,993 |
+32,993 |
+100% |
Nordea Investment Management AB |
0 |
821,845 |
+821,845 |
+100% |
Regions Financial Corp |
0 |
10,296 |
+10,296 |
+100% |
Essex Financial Services Inc. |
0 |
3,447 |
+3,447 |
+100% |
Coastline Trust Co |
0 |
5,300 |
+5,300 |
+100% |
Findlay Park Partners LLP |
0 |
1,644,311 |
+1,644,311 |
+100% |
Capstone Investment Advisors LLC |
0 |
7,586 |
+7,586 |
+100% |
Sigma Planning Corp |
0 |
4,756 |
+4,756 |
+100% |
Benjamin Edwards Inc. |
0 |
10,121 |
+10,121 |
+100% |
Raymond James Financial Services Advisors Inc. |
0 |
29,762 |
+29,762 |
+100% |
Diversified Trust Co |
0 |
27,716 |
+27,716 |
+100% |
Mather Group LLC. |
0 |
33 |
+33 |
+100% |
Checchi Capital Advisers LLC |
0 |
2,841 |
+2,841 |
+100% |
Stratos Wealth Partners LTD. |
0 |
2,888 |
+2,888 |
+100% |
Dakota Wealth Management |
0 |
2,726 |
+2,726 |
+100% |
Kestra Private Wealth Services LLC |
0 |
2,399 |
+2,399 |
+100% |
Community Bank & Trust Waco Texas |
0 |
2,470 |
+2,470 |
+100% |
Handelsinvest Investeringsforvaltning |
0 |
8,464 |
+8,464 |
+100% |
Clarius Group LLC |
0 |
2,332 |
+2,332 |
+100% |
Summit Global Investments |
0 |
2,910 |
+2,910 |
+100% |
Verdence Capital Advisors LLC |
0 |
4,202 |
+4,202 |
+100% |
Valeo Financial Advisors LLC |
0 |
2,397 |
+2,397 |
+100% |
One Wealth Advisors LLC |
0 |
2,581 |
+2,581 |
+100% |
Buckley Wealth Management LLC |
0 |
8,493 |
+8,493 |
+100% |
Financial Advocates Investment Management |
0 |
2,568 |
+2,568 |
+100% |
Criterion Capital Advisors LLC |
0 |
179 |
+179 |
+100% |
Salomon & Ludwin LLC |
0 |
10 |
+10 |
+100% |
JNB Advisors LLC |
0 |
2,581 |
+2,581 |
+100% |
Procyon Private Wealth Partners LLC |
0 |
2,707 |
+2,707 |
+100% |
Wellspring Financial Advisors LLC |
0 |
3,259 |
+3,259 |
+100% |
Rise Advisors LLC |
0 |
203 |
+203 |
+100% |
NorthCrest Asset Manangement LLC |
0 |
189,114 |
+189,114 |
+100% |
Fifth Third Wealth Advisors LLC |
0 |
5,620 |
+5,620 |
+100% |
Connective Portfolio Management LLC |
0 |
28,000 |
+28,000 |
+100% |
Ulland Investment Advisors LLC |
0 |
60 |
+60 |
+100% |
LGT Financial Advisors LLC |
0 |
2,348 |
+2,348 |
+100% |
Applied Capital LLC FL |
0 |
4,534 |
+4,534 |
+100% |
Eaton Financial Holdings Company LLC |
0 |
4,700 |
+4,700 |
+100% |
Norden Group LLC |
0 |
3,604 |
+3,604 |
+100% |
Naples Money Management LLC |
0 |
50 |
+50 |
+100% |
Rakuten Securities Inc. |
0 |
22 |
+22 |
+100% |
nVerses Capital LLC |
0 |
2,000 |
+2,000 |
+100% |
Sivia Capital Partners LLC |
0 |
2,439 |
+2,439 |
+100% |
VanderPol Investments L.L.C. |
0 |
2,345 |
+2,345 |
+100% |
Financial Synergies Wealth Advisors Inc. |
0 |
14 |
+14 |
+100% |
Ashton Thomas Private Wealth LLC |
0 |
32,950 |
+32,950 |
+100% |
Diversify Advisory Services LLC |
0 |
10,107 |
+10,107 |
+100% |
13F Filers With Unchanged Share Count |
Proequities Inc. |
100 |
100 |
UNCH |
0.00% |
Kornitzer Capital Management Inc. KS |
233,600 |
233,600 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
3,959 |
3,959 |
UNCH |
0.00% |
UMB Bank N A MO |
478 |
478 |
UNCH |
0.00% |
Beach Investment Counsel Inc. PA |
180,874 |
180,874 |
UNCH |
0.00% |
WASHINGTON TRUST Co |
500 |
500 |
UNCH |
0.00% |
Hollencrest Capital Management |
833 |
833 |
UNCH |
0.00% |
Whittier Trust Co. of Nevada Inc. |
226 |
226 |
UNCH |
0.00% |
Baker Ellis Asset Management LLC |
6,400 |
6,400 |
UNCH |
0.00% |
Hunter Associates Investment Management LLC |
11,040 |
11,040 |
UNCH |
0.00% |
GHP Investment Advisors Inc. |
77 |
77 |
UNCH |
0.00% |
Harbor Investment Advisory LLC |
149 |
149 |
UNCH |
0.00% |
Asset Dedication LLC |
272 |
272 |
UNCH |
0.00% |
South Dakota Investment Council |
8,633 |
8,633 |
UNCH |
0.00% |
Retirement Systems of Alabama |
343,279 |
343,279 |
UNCH |
0.00% |
St. Johns Investment Management Company LLC |
20 |
20 |
UNCH |
0.00% |
Grove Bank & Trust |
1,296 |
1,296 |
UNCH |
0.00% |
Bogart Wealth LLC |
51 |
51 |
UNCH |
0.00% |
GPS Wealth Strategies Group LLC |
92 |
92 |
UNCH |
0.00% |
Foster Victor Wealth Advisors LLC |
4,370 |
4,370 |
UNCH |
0.00% |
Cedar Mountain Advisors LLC |
295 |
295 |
UNCH |
0.00% |
HighMark Wealth Management LLC |
24 |
24 |
UNCH |
0.00% |
Congress Wealth Management LLC DE |
3,059 |
3,059 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
1,430 |
1,430 |
UNCH |
0.00% |
Fortitude Family Office LLC |
70 |
70 |
UNCH |
0.00% |
Park Place Capital Corp |
270 |
270 |
UNCH |
0.00% |
Wetzel Investment Advisors Inc. |
123 |
123 |
UNCH |
0.00% |
13F Filers Decreasing CRH Share Count |
Exane Asset Management |
290,906 |
143,983 |
-146,923 |
-50.51% |
Parcion Private Wealth LLC |
139,860 |
71,034 |
-68,826 |
-49.21% |
Allspring Global Investments Holdings LLC |
12,113 |
6,240 |
-5,873 |
-48.49% |
J.W. Cole Advisors Inc. |
6,746 |
3,917 |
-2,829 |
-41.94% |
Ronald Blue Trust Inc. |
319 |
192 |
-127 |
-39.81% |
Pinnacle Bank |
435 |
297 |
-138 |
-31.72% |
KLR Investment Advisors LLC |
5,344 |
3,907 |
-1,437 |
-26.89% |
OLD National Bancorp IN |
16,985 |
13,254 |
-3,731 |
-21.97% |
Gradient Investments LLC |
7,982 |
6,311 |
-1,671 |
-20.93% |
Perpetual Ltd |
4,702,295 |
3,832,502 |
-869,793 |
-18.50% |
Hexagon Capital Partners LLC |
1,196 |
976 |
-220 |
-18.39% |
Baillie Gifford & Co. |
452 |
387 |
-65 |
-14.38% |
River Road Asset Management LLC |
1,181,901 |
1,015,334 |
-166,567 |
-14.09% |
Mcdonald Partners LLC |
7,725 |
6,725 |
-1,000 |
-12.94% |
WS Portfolio Advisory LLC |
349,781 |
309,680 |
-40,101 |
-11.46% |
Benson Investment Management Company Inc. |
65,885 |
58,813 |
-7,072 |
-10.73% |
Manning & Napier Group LLC |
82,331 |
74,334 |
-7,997 |
-9.71% |
Bank of New York Mellon Corp |
8,880,933 |
8,186,972 |
-693,961 |
-7.81% |
Assenagon Asset Management S.A. |
3,384,209 |
3,123,996 |
-260,213 |
-7.69% |
Fulton Bank N.A. |
8,102 |
7,513 |
-589 |
-7.27% |
SYSTM Wealth Solutions LLC |
40,138 |
37,251 |
-2,887 |
-7.19% |
Sumitomo Mitsui Trust Holdings Inc. |
1,852,817 |
1,728,987 |
-123,830 |
-6.68% |
First Horizon Advisors Inc. |
746 |
701 |
-45 |
-6.03% |
Stockman Wealth Management Inc. |
132,152 |
127,117 |
-5,035 |
-3.81% |
Fifth Third Bancorp |
61,653 |
59,395 |
-2,258 |
-3.66% |
Mission Wealth Management LP |
13,412 |
12,952 |
-460 |
-3.43% |
Chase Investment Counsel Corp |
7,825 |
7,558 |
-267 |
-3.41% |
Allworth Financial LP |
975 |
942 |
-33 |
-3.38% |
Greenleaf Trust |
5,692 |
5,530 |
-162 |
-2.85% |
Banque Cantonale Vaudoise |
35,289 |
34,368 |
-921 |
-2.61% |
DekaBank Deutsche Girozentrale |
4,176,538 |
4,075,965 |
-100,573 |
-2.41% |
Renaissance Group LLC |
131,651 |
128,525 |
-3,126 |
-2.37% |
Dynamic Advisor Solutions LLC |
15,657 |
15,322 |
-335 |
-2.14% |
TrueMark Investments LLC |
28,061 |
27,557 |
-504 |
-1.80% |
K.J. Harrison & Partners Inc |
81,800 |
80,820 |
-980 |
-1.20% |
First PREMIER Bank |
2,302 |
2,277 |
-25 |
-1.09% |
Greenhaven Associates Inc. |
11,141,937 |
11,028,797 |
-113,140 |
-1.02% |
Summit Financial LLC |
17,851 |
17,676 |
-175 |
-0.98% |
Commonwealth Equity Services LLC |
38,828 |
38,625 |
-203 |
-0.52% |
13F Filers Exiting CRH |
BKM Wealth Management LLC |
57 |
0 |
-57 |
-100.00% |
Arlington Trust Co LLC |
24 |
0 |
-24 |
-100.00% |
Kingswood Wealth Advisors LLC |
5,230 |
0 |
-5,230 |
-100.00% |
Byrne Asset Management LLC |
9,175 |
0 |
-9,175 |
-100.00% |
Whalen Wealth Management Inc. |
5,912 |
0 |
-5,912 |
-100.00% |
Fifth Lane Capital LP |
3,100 |
0 |
-3,100 |
-100.00% |
Planned Solutions Inc. |
1,300 |
0 |
-1,300 |
-100.00% |
International Assets Investment Management LLC |
48,550 |
0 |
-48,550 |
-100.00% |
Investment Research & Advisory Group Inc. |
200 |
0 |
-200 |
-100.00% |
Tsfg LLC |
17 |
0 |
-17 |
-100.00% |
Counterpoint Mutual Funds LLC |
4,125 |
0 |
-4,125 |
-100.00% |
Venturi Wealth Management LLC |
310 |
0 |
-310 |
-100.00% |
Mirae Asset Global Investments Co. Ltd. |
17,050 |
0 |
-17,050 |
-100.00% |
Simplex Trading LLC |
14,829 |
0 |
-14,829 |
-100.00% |
Exchange Traded Concepts LLC |
52 |
0 |
-52 |
-100.00% |
Weiss Multi Strategy Advisers LLC |
24,765 |
0 |
-24,765 |
-100.00% |
Horrell Capital Management Inc. |
29,224 |
0 |
-29,224 |
-100.00% |
Cookson Peirce & Co. Inc. |
9,095 |
0 |
-9,095 |
-100.00% |
Bourgeon Capital Management LLC |
21 |
0 |
-21 |
-100.00% |
See Summary: Institutional Holders of CRH
See Details: Top 10 Hedge Funds Holding CRH
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