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This page summarizes the FLBR 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 FLBR 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 FLBR Share Count |
|---|
| CX Institutional |
665,051 |
777,853 |
+112,802 |
+16.96% |
| Raymond James & Associates |
189,107 |
215,189 |
+26,082 |
+13.79% |
| Wealthfront Advisers LLC |
37,694 |
39,395 |
+1,701 |
+4.51% |
| Total Clarity Wealth Management Inc. |
17,345 |
17,795 |
+450 |
+2.59% |
| Pinnacle Bank |
188 |
191 |
+3 |
+1.60% |
| 13F Filers Reporting New Positions In FLBR |
|---|
| Accordant Advisory Group Inc |
0 |
86,130 |
+86,130 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Seed Wealth Management Inc. |
15,050 |
15,050 |
UNCH |
0.00% |
| Financiere des Professionnels Fonds d investissement inc. |
158,000 |
158,000 |
UNCH |
0.00% |
| 13F Filers Decreasing FLBR Share Count |
|---|
| Global Retirement Partners LLC |
3,564 |
3,505 |
-59 |
-1.66% |
| Private Trust Co. NA |
612 |
605 |
-7 |
-1.14% |
| 13F Filers Exiting FLBR |
|---|
| Baldwin Brothers Inc. MA |
1,774 |
0 |
-1,774 |
-100.00% |
See Summary: Institutional Holders of FLBR
See Details: Top 10 Hedge Funds Holding FLBR
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