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This page summarizes the DMBS 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 DMBS 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 DMBS Share Count |
|---|
| Sugarloaf Wealth Management LLC |
48,061 |
59,232 |
+11,171 |
+23.24% |
| Tortoise Investment Management LLC |
209,687 |
252,060 |
+42,373 |
+20.21% |
| Congress Wealth Management LLC DE |
424,669 |
483,664 |
+58,995 |
+13.89% |
| AMI Investment Management Inc. |
179,673 |
197,471 |
+17,798 |
+9.91% |
| Gradient Investments LLC |
1,857,872 |
1,978,094 |
+120,222 |
+6.47% |
| Cravens & Co Advisors LLC |
23,270 |
24,545 |
+1,275 |
+5.48% |
| SeaBridge Investment Advisors LLC |
18,192 |
19,002 |
+810 |
+4.45% |
| 13F Filers Reporting New Positions In DMBS |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Huntington National Bank |
0 |
3,743 |
+3,743 |
+100% |
| Cambridge Investment Research Advisors Inc. |
0 |
8,661 |
+8,661 |
+100% |
| Advocacy Wealth Management Services LLC |
0 |
788,808 |
+788,808 |
+100% |
| W.G. Shaheen & Associates DBA Whitney & Co |
0 |
141,131 |
+141,131 |
+100% |
| Motley Fool Wealth Management LLC |
0 |
31,869 |
+31,869 |
+100% |
| Integrated Capital Management Inc. |
0 |
123,080 |
+123,080 |
+100% |
| Orion Portfolio Solutions LLC |
0 |
5,688 |
+5,688 |
+100% |
| Triad Wealth Partners LLC |
0 |
8,833 |
+8,833 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Harbor Investment Advisory LLC |
150 |
150 |
UNCH |
0.00% |
| 13F Filers Decreasing DMBS Share Count |
|---|
| Mutual Advisors LLC |
6,182 |
6,035 |
-147 |
-2.38% |
| 13F Filers Exiting DMBS |
|---|
| ORG Partners LLC |
936 |
0 |
-936 |
-100.00% |
| WealthPLAN Partners LLC |
34,685 |
0 |
-34,685 |
-100.00% |
| US Bancorp DE |
26 |
0 |
-26 |
-100.00% |
See Summary: Institutional Holders of DMBS
See Details: Top 10 Hedge Funds Holding DMBS
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