 |
|
|
This page summarizes the DMLP 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 DMLP 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 DMLP Share Count |
|---|
| Penn Davis Mcfarland Inc. |
18,880 |
29,945 |
+11,065 |
+58.61% |
| Kestra Private Wealth Services LLC |
8,699 |
10,710 |
+2,011 |
+23.12% |
| Inscription Capital LLC |
33,500 |
40,500 |
+7,000 |
+20.90% |
| Autumn Glory Partners LLC |
40,000 |
46,500 |
+6,500 |
+16.25% |
| GraniteShares Advisors LLC |
46,404 |
53,166 |
+6,762 |
+14.57% |
| Requisite Capital Management LLC |
28,000 |
31,600 |
+3,600 |
+12.86% |
| Raymond James & Associates |
23,706 |
26,097 |
+2,391 |
+10.09% |
| Towerpoint Wealth LLC |
29,434 |
30,423 |
+989 |
+3.36% |
| Albert D Mason Inc. |
28,343 |
29,033 |
+690 |
+2.43% |
| Commonwealth Equity Services LLC |
22,609 |
23,114 |
+505 |
+2.23% |
| Howard Financial Services LTD. |
34,148 |
34,156 |
+8 |
+0.02% |
| 13F Filers Reporting New Positions In DMLP |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| BNP Paribas Arbitrage SA |
0 |
3,273 |
+3,273 |
+100% |
| Mather Group LLC. |
0 |
800 |
+800 |
+100% |
| Allworth Financial LP |
0 |
3,125 |
+3,125 |
+100% |
| Mirae Asset Global Investments Co. Ltd. |
0 |
455,121 |
+455,121 |
+100% |
| Flagship Harbor Advisors LLC |
0 |
6,493 |
+6,493 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
1,000 |
+1,000 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Toth Financial Advisory Corp |
50 |
50 |
UNCH |
0.00% |
| Everett Harris & Co. CA |
87,100 |
87,100 |
UNCH |
0.00% |
| Mcdaniel Terry & Co. |
52,423 |
52,423 |
UNCH |
0.00% |
| Essex Financial Services Inc. |
11,244 |
11,244 |
UNCH |
0.00% |
| Adams Asset Advisors LLC |
628,183 |
628,183 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
760 |
760 |
UNCH |
0.00% |
| CWM LLC |
840 |
840 |
UNCH |
0.00% |
| Northside Capital Management LLC |
22,532 |
22,532 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
200 |
200 |
UNCH |
0.00% |
| First PREMIER Bank |
2,210 |
2,210 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
287 |
287 |
UNCH |
0.00% |
| O Brien Greene & Co. Inc |
47,204 |
47,204 |
UNCH |
0.00% |
| N.E.W. Advisory Services LLC |
11,599 |
11,599 |
UNCH |
0.00% |
| Clarity Financial LLC |
7,480 |
7,480 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
3,400 |
3,400 |
UNCH |
0.00% |
| 13F Filers Decreasing DMLP Share Count |
|---|
| Cambridge Investment Research Advisors Inc. |
6,519 |
5,966 |
-553 |
-8.48% |
| Penbrook Management LLC |
15,050 |
14,450 |
-600 |
-3.99% |
| 13F Filers Exiting DMLP |
|---|
| Kovack Advisors Inc. |
8,025 |
0 |
-8,025 |
-100.00% |
See Summary: Institutional Holders of DMLP
See Details: Top 10 Hedge Funds Holding DMLP
Also See: DMLP Insider Buying
|
|
