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GOLF Holdings Changes image
This page summarizes the GOLF 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 GOLF 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing GOLF Share Count
CWM LLC 279 15,412 +15,133 +5424.01%
Benjamin F. Edwards & Company Inc. 574 1,159 +585 +101.92%
Trust Point Inc. 6,665 9,997 +3,332 +49.99%
Raymond James Financial Services Advisors Inc. 5,075 7,045 +1,970 +38.82%
Commonwealth Equity Services LLC 5,713 5,927 +214 +3.75%
Allworth Financial LP 321 330 +9 +2.80%
GAMMA Investing LLC 305 313 +8 +2.62%
Azzad Asset Management Inc. ADV 9,132 9,305 +173 +1.89%
Raymond James Trust N.A. 4,649 4,693 +44 +0.95%
Tributary Capital Management LLC 265,334 265,583 +249 +0.09%
13F Filers Reporting New Positions In GOLF
Silicon Valley Capital Partners 0 0 UNCH 100%
First Financialcorp IN 0 43 +43 +100%
NBC Securities Inc. 0 5 +5 +100%
Wesbanco Bank Inc. 0 9,938 +9,938 +100%
St. Johns Investment Management Company LLC 0 150 +150 +100%
Heritage Wealth Management LLC 0 3,058 +3,058 +100%
Simplicity Wealth LLC 0 3,159 +3,159 +100%
nVerses Capital LLC 0 2,800 +2,800 +100%
13F Filers With Unchanged Share Count
First Hawaiian Bank 9,619 9,619 UNCH 0.00%
UMB Bank N A MO 202 202 UNCH 0.00%
Baldwin Brothers Inc. MA 500 500 UNCH 0.00%
Albion Financial Group UT 36 36 UNCH 0.00%
First United Bank Trust 35 35 UNCH 0.00%
Private Trust Co. NA 429 429 UNCH 0.00%
Zurcher Kantonalbank Zurich Cantonalbank 8,403 8,403 UNCH 0.00%
Timber Creek Capital Management LLC 100 100 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 14,200 14,200 UNCH 0.00%
First Horizon Advisors Inc. 861 861 UNCH 0.00%
Capital Advisors Ltd. LLC 6 6 UNCH 0.00%
Bogart Wealth LLC 100 100 UNCH 0.00%
Solstein Capital LLC 114 114 UNCH 0.00%
Versant Capital Management Inc 5 5 UNCH 0.00%
Lindbrook Capital LLC 27 27 UNCH 0.00%
Spire Wealth Management 150 150 UNCH 0.00%
SJS Investment Consulting Inc. 17 17 UNCH 0.00%
Global Wealth Strategies & Associates 41 41 UNCH 0.00%
SYSTM Wealth Solutions LLC 274 274 UNCH 0.00%
Compass Wealth Management LLC 471 471 UNCH 0.00%
PFW Advisors LLC 3,768 3,768 UNCH 0.00%
13F Filers Decreasing GOLF Share Count
Amalgamated Bank 4,477 1,045 -3,432 -76.66%
Global Retirement Partners LLC 58 26 -32 -55.17%
Massmutual Trust Co. FSB ADV 113 55 -58 -51.33%
Principal Financial Group Inc. 1,012,087 959,619 -52,468 -5.18%
Bank of New York Mellon Corp 243,444 235,803 -7,641 -3.14%
Hexagon Capital Partners LLC 220 217 -3 -1.36%
Regions Financial Corp 124,637 123,481 -1,156 -0.93%
Raymond James & Associates 509,042 505,346 -3,696 -0.73%
13F Filers Exiting GOLF
Phillips Wealth Planners LLC 3,219 0 -3,219 -100.00%
Stephens Consulting LLC 173 0 -173 -100.00%
Allspring Global Investments Holdings LLC 242 0 -242 -100.00%
International Assets Investment Management LLC 147,502 0 -147,502 -100.00%
Curated Wealth Partners LLC 11,792 0 -11,792 -100.00%
Princeton Global Asset Management LLC 64 0 -64 -100.00%
Gradient Investments LLC 13 0 -13 -100.00%
Cutler Group LP 100 0 -100 -100.00%
AdvisorNet Financial Inc 20 0 -20 -100.00%
Fifth Third Bancorp 93 0 -93 -100.00%

See Summary: Institutional Holders of GOLF
See Details: Top 10 Hedge Funds Holding GOLF
Also See: GOLF Insider Buying

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