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This page summarizes the DIV holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether DIV 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 | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
13F Filers Increasing DIV Share Count |
Sanctuary Wealth Management L.L.C. |
50 |
530 |
+480 |
+960.00% |
Citadel Advisors LLC |
9,383 |
36,574 |
+27,191 |
+289.79% |
Tower Research Capital LLC TRC |
8,037 |
21,094 |
+13,057 |
+162.46% |
Mariner LLC |
10,697 |
25,268 |
+14,571 |
+136.22% |
Slagle Financial LLC |
14,950 |
30,158 |
+15,208 |
+101.73% |
Fortis Group Advisors LLC |
300 |
600 |
+300 |
+100.00% |
Private Advisor Group LLC |
12,881 |
21,163 |
+8,282 |
+64.30% |
Prevail Innovative Wealth Advisors LLC |
29,748 |
44,960 |
+15,212 |
+51.14% |
FUKOKU MUTUAL LIFE INSURANCE Co |
1,050,000 |
1,475,000 |
+425,000 |
+40.48% |
US Bancorp DE |
3,190 |
4,441 |
+1,251 |
+39.22% |
Truist Financial Corp |
18,327 |
25,443 |
+7,116 |
+38.83% |
GWM Advisors LLC |
4,567 |
6,262 |
+1,695 |
+37.11% |
JPMorgan Chase & Co. |
34,772 |
44,568 |
+9,796 |
+28.17% |
Avantax Advisory Services Inc. |
28,941 |
36,565 |
+7,624 |
+26.34% |
Good Life Advisors LLC |
13,182 |
16,031 |
+2,849 |
+21.61% |
MML Investors Services LLC |
13,076 |
15,499 |
+2,423 |
+18.53% |
Eagle Strategies LLC |
16,902 |
19,392 |
+2,490 |
+14.73% |
Simplicity Wealth LLC |
10,721 |
12,160 |
+1,439 |
+13.42% |
B.O.S.S. Retirement Advisors LLC |
78,977 |
88,424 |
+9,447 |
+11.96% |
UBS Group AG |
40,670 |
45,125 |
+4,455 |
+10.95% |
Curran Financial Partners LLC |
235,242 |
254,305 |
+19,063 |
+8.10% |
Qube Research & Technologies Ltd |
4,728 |
5,028 |
+300 |
+6.35% |
Wealthfront Advisers LLC |
206,412 |
218,110 |
+11,698 |
+5.67% |
Baird Financial Group Inc. |
34,534 |
36,078 |
+1,544 |
+4.47% |
Cambridge Investment Research Advisors Inc. |
79,715 |
83,004 |
+3,289 |
+4.13% |
Mirae Asset Global Investments Co. Ltd. |
128,000 |
132,000 |
+4,000 |
+3.12% |
Wells Fargo & Company MN |
568,225 |
582,605 |
+14,380 |
+2.53% |
Global Retirement Partners LLC |
28,356 |
29,006 |
+650 |
+2.29% |
Tsfg LLC |
228 |
233 |
+5 |
+2.19% |
National Asset Management Inc. |
16,108 |
16,428 |
+320 |
+1.99% |
Walkner Condon Financial Advisors LLC |
14,786 |
15,071 |
+285 |
+1.93% |
Bogart Wealth LLC |
1,214 |
1,237 |
+23 |
+1.89% |
Csenge Advisory Group |
13,261 |
13,429 |
+168 |
+1.27% |
NTV Asset Management LLC |
54,850 |
55,150 |
+300 |
+0.55% |
Global Wealth Management Investment Advisory Inc. |
201 |
202 |
+1 |
+0.50% |
Scotia Capital Inc. |
38,320 |
38,390 |
+70 |
+0.18% |
Sunbelt Securities Inc. |
7,938 |
7,951 |
+13 |
+0.16% |
AE Wealth Management LLC |
1,594,243 |
1,596,032 |
+1,789 |
+0.11% |
Buckingham Strategic Partners |
13,779 |
13,780 |
+1 |
+0.01% |
13F Filers Reporting New Positions In DIV |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Steward Partners Investment Solutions LLC |
0 |
21,765 |
+21,765 |
+100% |
Principal Securities Inc. |
0 |
1,000 |
+1,000 |
+100% |
J.W. Cole Advisors Inc. |
0 |
12,403 |
+12,403 |
+100% |
Susquehanna International Group LLP |
0 |
13,338 |
+13,338 |
+100% |
Flow Traders U.S. LLC |
0 |
23,555 |
+23,555 |
+100% |
Simplex Trading LLC |
0 |
35 |
+35 |
+100% |
JFS Wealth Advisors LLC |
0 |
2,913 |
+2,913 |
+100% |
SRS Capital Advisors Inc. |
0 |
64 |
+64 |
+100% |
Cornerstone Management Inc. |
0 |
13,625 |
+13,625 |
+100% |
Jane Street Group LLC |
0 |
43,735 |
+43,735 |
+100% |
Stratos Wealth Partners LTD. |
0 |
74,742 |
+74,742 |
+100% |
RFG Advisory LLC |
0 |
56,853 |
+56,853 |
+100% |
FSA Wealth Management LLC |
0 |
332 |
+332 |
+100% |
International Assets Investment Management LLC |
0 |
10,002 |
+10,002 |
+100% |
Ameritas Advisory Services LLC |
0 |
10,254 |
+10,254 |
+100% |
ICA Group Wealth Management LLC |
0 |
350 |
+350 |
+100% |
Caitlin John LLC |
0 |
20,729 |
+20,729 |
+100% |
Wiser Advisor Group LLC |
0 |
5 |
+5 |
+100% |
Vima LLC |
0 |
208 |
+208 |
+100% |
Pineridge Advisors LLC |
0 |
6,040 |
+6,040 |
+100% |
Creekmur Asset Management LLC |
0 |
867 |
+867 |
+100% |
13F Filers With Unchanged Share Count |
Caldwell Sutter Capital Inc. |
100 |
100 |
UNCH |
0.00% |
Harbour Investments Inc. |
660 |
660 |
UNCH |
0.00% |
Private Trust Co. NA |
2,000 |
2,000 |
UNCH |
0.00% |
Assetmark Inc. |
355 |
355 |
UNCH |
0.00% |
AdvisorNet Financial Inc |
699 |
699 |
UNCH |
0.00% |
CWM LLC |
20,167 |
20,167 |
UNCH |
0.00% |
Colonial Trust Advisors |
500 |
500 |
UNCH |
0.00% |
Perigon Wealth Management LLC |
15,520 |
15,520 |
UNCH |
0.00% |
Tortoise Investment Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
Venturi Wealth Management LLC |
1,390 |
1,390 |
UNCH |
0.00% |
Mutual Advisors LLC |
10,128 |
10,128 |
UNCH |
0.00% |
Retirement Group LLC |
10,261 |
10,261 |
UNCH |
0.00% |
Financial Gravity Asset Management Inc. |
112 |
112 |
UNCH |
0.00% |
Apollon Wealth Management LLC |
11,597 |
11,597 |
UNCH |
0.00% |
C2C Wealth Management LLC |
20,000 |
20,000 |
UNCH |
0.00% |
Newbridge Financial Services Group Inc. |
2,500 |
2,500 |
UNCH |
0.00% |
Lifeworks Advisors LLC |
14,759 |
14,759 |
UNCH |
0.00% |
Nordwand Advisors LLC |
655 |
655 |
UNCH |
0.00% |
Cherry Tree Wealth Management LLC |
1,064 |
1,064 |
UNCH |
0.00% |
Farther Finance Advisors LLC |
3,290 |
3,290 |
UNCH |
0.00% |
13F Filers Decreasing DIV Share Count |
Hallmark Capital Management Inc. |
38,773 |
1 |
-38,772 |
-100.00% |
Atticus Wealth Management LLC |
965 |
3 |
-962 |
-99.69% |
Founders Financial Alliance LLC |
30,529 |
10,373 |
-20,156 |
-66.02% |
Castle Rock Wealth Management LLC |
33,740 |
17,876 |
-15,864 |
-47.02% |
Advisor Group Holdings Inc. |
73,551 |
42,389 |
-31,162 |
-42.37% |
LPL Financial LLC |
955,535 |
573,710 |
-381,825 |
-39.96% |
Envestnet Asset Management Inc. |
85,501 |
53,512 |
-31,989 |
-37.41% |
Northwestern Mutual Wealth Management Co. |
31,816 |
20,021 |
-11,795 |
-37.07% |
Triumph Capital Management |
92,753 |
64,268 |
-28,485 |
-30.71% |
Foundations Investment Advisors LLC |
30,647 |
21,408 |
-9,239 |
-30.15% |
Monticello Wealth Management LLC |
15,082 |
10,569 |
-4,513 |
-29.92% |
National Bank of Canada FI |
5,787 |
4,087 |
-1,700 |
-29.38% |
Patten Group Inc. |
28,805 |
20,385 |
-8,420 |
-29.23% |
Cetera Advisor Networks LLC |
53,420 |
40,818 |
-12,602 |
-23.59% |
Blair William & Co. IL |
15,000 |
11,709 |
-3,291 |
-21.94% |
FMR LLC |
2,355 |
1,877 |
-478 |
-20.30% |
Kestra Private Wealth Services LLC |
12,650 |
10,388 |
-2,262 |
-17.88% |
Raymond James Financial Services Advisors Inc. |
32,674 |
27,442 |
-5,232 |
-16.01% |
Raymond James & Associates |
166,220 |
140,600 |
-25,620 |
-15.41% |
Royal Bank of Canada |
81,064 |
69,008 |
-12,056 |
-14.87% |
Stifel Financial Corp |
17,132 |
14,996 |
-2,136 |
-12.47% |
M Holdings Securities Inc. |
25,914 |
22,704 |
-3,210 |
-12.39% |
Authentikos Wealth Advisory LLC |
28,822 |
25,373 |
-3,449 |
-11.97% |
Kingdom Financial Group LLC. |
11,484 |
10,251 |
-1,233 |
-10.74% |
Joseph P. Lucia & Associates LLC |
26,225 |
23,720 |
-2,505 |
-9.55% |
Teamwork Financial Advisors LLC |
20,769 |
19,493 |
-1,276 |
-6.14% |
Morgan Stanley |
1,290,697 |
1,221,888 |
-68,809 |
-5.33% |
EWG Elevate Inc. |
170,915 |
162,199 |
-8,716 |
-5.10% |
IFP Advisors Inc |
5,476 |
5,262 |
-214 |
-3.91% |
Commonwealth Equity Services LLC |
196,548 |
190,406 |
-6,142 |
-3.12% |
Wedbush Securities Inc. |
49,377 |
48,167 |
-1,210 |
-2.45% |
Bank of America Corp DE |
875,586 |
856,281 |
-19,305 |
-2.20% |
Advisory Services Network LLC |
97,723 |
97,121 |
-602 |
-0.62% |
Janney Montgomery Scott LLC |
250,680 |
250,460 |
-220 |
-0.09% |
13F Filers Exiting DIV |
BluePath Capital Management LLC |
2,734 |
0 |
-2,734 |
-100.00% |
ARS Wealth Advisors Group LLC |
16,495 |
0 |
-16,495 |
-100.00% |
Coppell Advisory Solutions LLC |
94 |
0 |
-94 |
-100.00% |
Tradition Wealth Management LLC |
1,895 |
0 |
-1,895 |
-100.00% |
LifePro Asset Management |
10,933 |
0 |
-10,933 |
-100.00% |
Cresset Asset Management LLC |
14,943 |
0 |
-14,943 |
-100.00% |
Larson Financial Group LLC |
50 |
0 |
-50 |
-100.00% |
Steward Partners Investment Advisory LLC |
108 |
0 |
-108 |
-100.00% |
Cetera Investment Advisers |
10,199 |
0 |
-10,199 |
-100.00% |
Arete Wealth Advisors LLC |
31,948 |
0 |
-31,948 |
-100.00% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
1,313 |
0 |
-1,313 |
-100.00% |
Sigma Planning Corp |
12,141 |
0 |
-12,141 |
-100.00% |
Benjamin F. Edwards & Company Inc. |
1,000 |
0 |
-1,000 |
-100.00% |
American National Bank |
75 |
0 |
-75 |
-100.00% |
D.A. Davidson & CO. |
16,900 |
0 |
-16,900 |
-100.00% |
See Summary: Institutional Holders of DIV
See Details: Top 10 Hedge Funds Holding DIV
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