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This page summarizes the EMLP 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 EMLP 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 EMLP Share Count |
|---|
| CWM LLC |
785 |
2,296 |
+1,511 |
+192.48% |
| Allworth Financial LP |
6,663 |
9,866 |
+3,203 |
+48.07% |
| NBC Securities Inc. |
5,557 |
7,958 |
+2,401 |
+43.21% |
| Inscription Capital LLC |
19,203 |
26,007 |
+6,804 |
+35.43% |
| Wela Strategies Inc. |
81,356 |
96,609 |
+15,253 |
+18.75% |
| Elevated Capital Advisors LLC |
119,252 |
127,540 |
+8,288 |
+6.95% |
| G&S Capital LLC |
19,827 |
20,523 |
+696 |
+3.51% |
| Walker Asset Management LLC |
48,150 |
49,781 |
+1,631 |
+3.39% |
| Barry Investment Advisors LLC |
385,333 |
396,512 |
+11,179 |
+2.90% |
| Chicago Partners Investment Group LLC |
114,682 |
117,833 |
+3,151 |
+2.75% |
| Landmark Wealth Management LLC |
70,074 |
71,765 |
+1,691 |
+2.41% |
| Capital Investment Advisors LLC |
3,405,151 |
3,472,948 |
+67,797 |
+1.99% |
| Cherry Creek Investment Advisors Inc. |
26,226 |
26,702 |
+476 |
+1.81% |
| Howard Financial Services LTD. |
7,694 |
7,830 |
+136 |
+1.77% |
| Sunbelt Securities Inc. |
280 |
283 |
+3 |
+1.07% |
| Wagner Wealth Management LLC |
20,402 |
20,618 |
+216 |
+1.06% |
| Capital Advisory Group Advisory Services LLC |
46,911 |
47,345 |
+434 |
+0.93% |
| Appleton Partners Inc. MA |
137,182 |
138,423 |
+1,241 |
+0.90% |
| Claro Advisors LLC |
25,875 |
26,106 |
+231 |
+0.89% |
| Wedmont Private Capital |
11,744 |
11,849 |
+105 |
+0.89% |
| Cedar Brook Financial Partners LLC |
15,308 |
15,427 |
+119 |
+0.78% |
| MCF Advisors LLC |
16,938 |
17,052 |
+114 |
+0.67% |
| Capital Investment Advisory Services LLC |
3,635 |
3,651 |
+16 |
+0.44% |
| Raymond James Financial Services Advisors Inc. |
474,339 |
476,027 |
+1,688 |
+0.36% |
| Apella Capital LLC |
25,967 |
26,022 |
+55 |
+0.21% |
| Arvest Investments Inc. |
315,463 |
315,880 |
+417 |
+0.13% |
| Sebold Capital Management Inc. |
11,590 |
11,596 |
+6 |
+0.05% |
| Cambridge Advisors Inc. |
29,377 |
29,389 |
+12 |
+0.04% |
| 13F Filers Reporting New Positions In EMLP |
|---|
| L.M. Kohn & Company |
0 |
7,000 |
+7,000 |
+100% |
| Harbor Investment Advisory LLC |
0 |
189 |
+189 |
+100% |
| Miracle Mile Advisors LLC |
0 |
8,812 |
+8,812 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
5,638 |
+5,638 |
+100% |
| Aprio Wealth Management LLC |
0 |
26,790 |
+26,790 |
+100% |
| Saxon Interests Inc. |
0 |
7,011 |
+7,011 |
+100% |
| Register Financial Advisors LLC |
0 |
3,607 |
+3,607 |
+100% |
| Focus Financial Network Inc. |
0 |
7,397 |
+7,397 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| City Holding Co. |
1,416 |
1,416 |
UNCH |
0.00% |
| Raymond James Trust N.A. |
20,096 |
20,096 |
UNCH |
0.00% |
| Private Trust Co. NA |
7,871 |
7,871 |
UNCH |
0.00% |
| Bangor Savings Bank |
500 |
500 |
UNCH |
0.00% |
| Mather Group LLC. |
28,396 |
28,396 |
UNCH |
0.00% |
| Aspen Investment Management Inc |
15,270 |
15,270 |
UNCH |
0.00% |
| Ballew Advisors Inc |
10,767 |
10,767 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
74 |
74 |
UNCH |
0.00% |
| Solstein Capital LLC |
1,317 |
1,317 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
148 |
148 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
1,125 |
1,125 |
UNCH |
0.00% |
| Main Street Financial Solutions LLC |
26,637 |
26,637 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
223 |
223 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
922 |
922 |
UNCH |
0.00% |
| MTM Investment Management LLC |
11,077 |
11,077 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
15 |
15 |
UNCH |
0.00% |
| RWM Asset Management LLC |
16,588 |
16,588 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
14,826 |
14,826 |
UNCH |
0.00% |
| GAMMA Investing LLC |
1,695 |
1,695 |
UNCH |
0.00% |
| 13F Filers Decreasing EMLP Share Count |
|---|
| Massmutual Trust Co. FSB ADV |
1,600 |
1,000 |
-600 |
-37.50% |
| Stratos Wealth Advisors LLC |
35,824 |
25,694 |
-10,130 |
-28.28% |
| Birch Capital Management LLC |
3,967 |
3,072 |
-895 |
-22.56% |
| Stratos Wealth Partners LTD. |
9,925 |
7,929 |
-1,996 |
-20.11% |
| WealthCare Investment Partners LLC |
67,269 |
54,723 |
-12,546 |
-18.65% |
| International Assets Investment Management LLC |
8,448 |
7,143 |
-1,305 |
-15.45% |
| KLR Investment Advisors LLC |
16,746 |
14,752 |
-1,994 |
-11.91% |
| Raymond James & Associates |
212,576 |
187,287 |
-25,289 |
-11.90% |
| Hobart Private Capital LLC |
31,601 |
28,582 |
-3,019 |
-9.55% |
| GenTrust LLC |
132,338 |
122,038 |
-10,300 |
-7.78% |
| UMB Bank N A MO |
502,984 |
469,113 |
-33,871 |
-6.73% |
| PCG Wealth Advisors LLC |
59,713 |
56,252 |
-3,461 |
-5.80% |
| Park National Corp OH |
201,425 |
191,712 |
-9,713 |
-4.82% |
| Ashton Thomas Private Wealth LLC |
243,494 |
232,520 |
-10,974 |
-4.51% |
| Wealth Effects LLC |
16,212 |
15,520 |
-692 |
-4.27% |
| Quad Cities Investment Group LLC |
26,433 |
25,352 |
-1,081 |
-4.09% |
| Private Ocean LLC |
33,594 |
32,687 |
-907 |
-2.70% |
| Peterson Wealth Advisors LLC |
10,374 |
10,192 |
-182 |
-1.75% |
| Glass Jacobson Investment Advisors llc |
68,342 |
67,266 |
-1,076 |
-1.57% |
| Signature Securities Group Corporation |
145,449 |
143,911 |
-1,538 |
-1.06% |
| Colorado Capital Management Inc. |
47,052 |
46,600 |
-452 |
-0.96% |
| Daymark Wealth Partners LLC |
75,814 |
75,118 |
-696 |
-0.92% |
| Altfest L J & Co. Inc. |
1,033,149 |
1,028,072 |
-5,077 |
-0.49% |
| Cottonwood Capital Advisors LLC |
28,563 |
28,477 |
-86 |
-0.30% |
| Cambridge Investment Research Advisors Inc. |
138,206 |
137,852 |
-354 |
-0.26% |
| SignalPoint Asset Management LLC |
18,193 |
18,173 |
-20 |
-0.11% |
| 13F Filers Exiting EMLP |
|---|
| BKM Wealth Management LLC |
1,000 |
0 |
-1,000 |
-100.00% |
| Kesler Norman & Wride LLC |
7,484 |
0 |
-7,484 |
-100.00% |
| Planned Solutions Inc. |
79 |
0 |
-79 |
-100.00% |
| Kovack Advisors Inc. |
26,216 |
0 |
-26,216 |
-100.00% |
| Gradient Investments LLC |
102 |
0 |
-102 |
-100.00% |
| NBT Bank N A NY |
400 |
0 |
-400 |
-100.00% |
| First Hawaiian Bank |
31,400 |
0 |
-31,400 |
-100.00% |
See Summary: Institutional Holders of EMLP
See Details: Top 10 Hedge Funds Holding EMLP
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