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This page summarizes the GHY 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 GHY 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 GHY Share Count |
Huntington National Bank |
1 |
1,376 |
+1,375 |
+137500.00% |
Elequin Capital LP |
3,500 |
15,591 |
+12,091 |
+345.46% |
Spire Wealth Management |
9,087 |
13,682 |
+4,595 |
+50.57% |
Comerica Bank |
1,935 |
2,600 |
+665 |
+34.37% |
Steward Partners Investment Advisory LLC |
48,368 |
60,675 |
+12,307 |
+25.44% |
Bank of America Corp DE |
134,432 |
165,570 |
+31,138 |
+23.16% |
LPL Financial LLC |
244,991 |
292,501 |
+47,510 |
+19.39% |
Royal Bank of Canada |
604,084 |
690,150 |
+86,066 |
+14.25% |
Gator Capital Management LLC |
16,800 |
19,000 |
+2,200 |
+13.10% |
Envestnet Asset Management Inc. |
109,687 |
121,464 |
+11,777 |
+10.74% |
Cetera Advisors LLC |
105,564 |
116,901 |
+11,337 |
+10.74% |
Penserra Capital Management LLC |
997,825 |
1,072,021 |
+74,196 |
+7.44% |
GWM Advisors LLC |
57,294 |
61,494 |
+4,200 |
+7.33% |
City of London Investment Management Co. Ltd. |
725,903 |
770,903 |
+45,000 |
+6.20% |
Atria Wealth Solutions Inc. |
20,392 |
21,637 |
+1,245 |
+6.11% |
Stolper Co |
33,904 |
35,799 |
+1,895 |
+5.59% |
SOA Wealth Advisors LLC. |
609 |
627 |
+18 |
+2.96% |
Wells Fargo & Company MN |
64,719 |
66,209 |
+1,490 |
+2.30% |
Raymond James & Associates |
69,762 |
70,996 |
+1,234 |
+1.77% |
SeaCrest Wealth Management LLC |
23,990 |
24,263 |
+273 |
+1.14% |
Melfa Wealth Management LLC |
39,395 |
39,599 |
+204 |
+0.52% |
Sit Investment Associates Inc. |
956,591 |
959,905 |
+3,314 |
+0.35% |
Commonwealth Equity Services LLC |
67,993 |
68,202 |
+209 |
+0.31% |
Advisors Asset Management Inc. |
546,693 |
546,767 |
+74 |
+0.01% |
13F Filers Reporting New Positions In GHY |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Principal Securities Inc. |
0 |
77,500 |
+77,500 |
+100% |
Landscape Capital Management L.L.C. |
0 |
86,705 |
+86,705 |
+100% |
Baystate Wealth Management LLC |
0 |
509 |
+509 |
+100% |
CTC Alternative Strategies Ltd. |
0 |
12,340 |
+12,340 |
+100% |
Advisory Services Network LLC |
0 |
5,029 |
+5,029 |
+100% |
Bridgewater Advisors Inc. |
0 |
18,100 |
+18,100 |
+100% |
Truvestments Capital LLC |
0 |
3,300 |
+3,300 |
+100% |
Advisor Resource Council |
0 |
85,881 |
+85,881 |
+100% |
Centurion Wealth Management LLC |
0 |
13,682 |
+13,682 |
+100% |
LM Advisors LLC |
0 |
2,950 |
+2,950 |
+100% |
Pathstone Holdings LLC |
0 |
1,410,920 |
+1,410,920 |
+100% |
13F Filers With Unchanged Share Count |
Thrivent Financial for Lutherans |
250,036 |
250,036 |
UNCH |
0.00% |
MML Investors Services LLC |
10,931 |
10,931 |
UNCH |
0.00% |
OLD National Bancorp IN |
14,783 |
14,783 |
UNCH |
0.00% |
The PNC Financial Services Group Inc. |
1,812 |
1,812 |
UNCH |
0.00% |
Pinnacle Associates Ltd. |
16,358 |
16,358 |
UNCH |
0.00% |
Harbour Investments Inc. |
833 |
833 |
UNCH |
0.00% |
Penn Mutual Asset Management LLC |
13,152 |
13,152 |
UNCH |
0.00% |
Sheaff Brock Investment Advisors LLC |
14,000 |
14,000 |
UNCH |
0.00% |
Gradient Capital Advisors LLC |
25,764 |
25,764 |
UNCH |
0.00% |
InterOcean Capital Group LLC |
54,468 |
54,468 |
UNCH |
0.00% |
Raleigh Capital Management Inc. |
900 |
900 |
UNCH |
0.00% |
13F Filers Decreasing GHY Share Count |
Credit Suisse AG |
190,000 |
40,000 |
-150,000 |
-78.95% |
Shaker Financial Services LLC |
97,857 |
53,687 |
-44,170 |
-45.14% |
UBS Group AG |
353,546 |
228,251 |
-125,295 |
-35.44% |
Morgan Stanley |
5,127,954 |
3,319,690 |
-1,808,264 |
-35.26% |
CNH Partners LLC |
23,531 |
16,883 |
-6,648 |
-28.25% |
Raymond James Financial Services Advisors Inc. |
13,907 |
10,807 |
-3,100 |
-22.29% |
Stifel Financial Corp |
52,405 |
42,520 |
-9,885 |
-18.86% |
Park Avenue Securities LLC |
18,679 |
15,407 |
-3,272 |
-17.52% |
Ameriprise Financial Inc. |
466,831 |
393,015 |
-73,816 |
-15.81% |
HighTower Advisors LLC |
14,160 |
12,005 |
-2,155 |
-15.22% |
Meteora Capital LLC |
14,638 |
12,638 |
-2,000 |
-13.66% |
Northwestern Mutual Wealth Management Co. |
25,185 |
22,180 |
-3,005 |
-11.93% |
Rivernorth Capital Management LLC |
627,948 |
556,989 |
-70,959 |
-11.30% |
Thomas J. Herzfeld Advisors Inc. |
992 |
892 |
-100 |
-10.08% |
CWM LLC |
3,111 |
2,872 |
-239 |
-7.68% |
Ironsides Asset Advisors LLC |
21,880 |
20,360 |
-1,520 |
-6.95% |
We Are One Seven LLC |
10,915 |
10,215 |
-700 |
-6.41% |
First Trust Advisors LP |
170,350 |
160,761 |
-9,589 |
-5.63% |
Capital Investment Advisors LLC |
57,254 |
54,248 |
-3,006 |
-5.25% |
Invesco Ltd. |
516,907 |
490,362 |
-26,545 |
-5.14% |
Advisor Group Holdings Inc. |
371,989 |
354,748 |
-17,241 |
-4.63% |
Guggenheim Capital LLC |
377,209 |
359,737 |
-17,472 |
-4.63% |
Cetera Investment Advisers |
63,393 |
60,790 |
-2,603 |
-4.11% |
Mariner LLC |
28,134 |
27,166 |
-968 |
-3.44% |
Cetera Advisor Networks LLC |
47,190 |
46,471 |
-719 |
-1.52% |
Cohen & Steers Inc. |
746,411 |
736,411 |
-10,000 |
-1.34% |
Summit X LLC |
65,577 |
65,040 |
-537 |
-0.82% |
Rockefeller Capital Management L.P. |
181,158 |
179,906 |
-1,252 |
-0.69% |
Cambridge Investment Research Advisors Inc. |
228,236 |
227,993 |
-243 |
-0.11% |
RFG Advisory LLC |
175,975 |
175,797 |
-178 |
-0.10% |
13F Filers Exiting GHY |
Koesten Hirschmann & Crabtree INC. |
743 |
0 |
-743 |
-100.00% |
Axxcess Wealth Management LLC |
11,025 |
0 |
-11,025 |
-100.00% |
Householder Group Estate & Retirement Specialist LLC |
2,166 |
0 |
-2,166 |
-100.00% |
Ignite Planners LLC |
10,227 |
0 |
-10,227 |
-100.00% |
FWL Investment Management LLC |
4,100 |
0 |
-4,100 |
-100.00% |
International Assets Investment Management LLC |
1,500 |
0 |
-1,500 |
-100.00% |
Ieq Capital LLC |
13,200 |
0 |
-13,200 |
-100.00% |
Cary Street Partners Investment Advisory LLC |
3,550 |
0 |
-3,550 |
-100.00% |
Pinnacle Wealth Planning Services Inc. |
10,078 |
0 |
-10,078 |
-100.00% |
Lazard Asset Management LLC |
91,297 |
0 |
-91,297 |
-100.00% |
Advent Capital Management DE |
200,000 |
0 |
-200,000 |
-100.00% |
See Summary: Institutional Holders of GHY
See Details: Top 10 Hedge Funds Holding GHY
Also See: GHY Insider Buying
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