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This page summarizes the GXC 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 GXC 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 GXC Share Count |
|---|
| Executive Wealth Group LLC |
47,097 |
141,287 |
+94,190 |
+199.99% |
| Hexagon Capital Partners LLC |
321 |
409 |
+88 |
+27.41% |
| Optimum Investment Advisors |
1,275 |
1,542 |
+267 |
+20.94% |
| Osborne Partners Capital Management LLC |
152,225 |
182,184 |
+29,959 |
+19.68% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
93 |
103 |
+10 |
+10.75% |
| Commonwealth Equity Services LLC |
6,407 |
6,723 |
+316 |
+4.93% |
| 13F Filers Reporting New Positions In GXC |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Simplex Trading LLC |
0 |
186 |
+186 |
+100% |
| Flagship Harbor Advisors LLC |
0 |
4,330 |
+4,330 |
+100% |
| Summit Trail Advisors LLC |
0 |
16,085 |
+16,085 |
+100% |
| IAG Wealth Partners LLC |
0 |
489 |
+489 |
+100% |
| Simplicity Wealth LLC |
0 |
18,442 |
+18,442 |
+100% |
| Register Financial Advisors LLC |
0 |
21 |
+21 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Webster Bank N. A. |
565 |
565 |
UNCH |
0.00% |
| Hollencrest Capital Management |
25 |
25 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
150 |
150 |
UNCH |
0.00% |
| Meitav Dash Investments Ltd. |
7,503 |
7,503 |
UNCH |
0.00% |
| CWM LLC |
140 |
140 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
159 |
159 |
UNCH |
0.00% |
| Pflug Koory LLC |
20 |
20 |
UNCH |
0.00% |
| 13F Filers Decreasing GXC Share Count |
|---|
| Parcion Private Wealth LLC |
281,607 |
5,611 |
-275,996 |
-98.01% |
| Sharper & Granite LLC |
7,045 |
4,245 |
-2,800 |
-39.74% |
| MONECO Advisors LLC |
4,380 |
3,090 |
-1,290 |
-29.45% |
| Tradewinds Capital Management LLC |
31 |
22 |
-9 |
-29.03% |
| Mather Group LLC. |
3,556 |
2,530 |
-1,026 |
-28.85% |
| Wealthfront Advisers LLC |
7,708 |
6,006 |
-1,702 |
-22.08% |
| Salem Investment Counselors Inc. |
4,257 |
3,807 |
-450 |
-10.57% |
| 13F Filers Exiting GXC |
|---|
| McGlone Suttner Wealth Management Inc. |
91 |
0 |
-91 |
-100.00% |
| Upper Left Wealth Management LLC |
3,506 |
0 |
-3,506 |
-100.00% |
| Cary Street Partners Asset Management LLC |
5,627 |
0 |
-5,627 |
-100.00% |
| Ballast Advisors LLC |
149 |
0 |
-149 |
-100.00% |
| Personal Resources Investment & Strategic Management Inc. |
29,633 |
0 |
-29,633 |
-100.00% |
| Wealth Enhancement Advisory Services LLC |
8,203 |
0 |
-8,203 |
-100.00% |
| Harbor Investment Advisory LLC |
1,200 |
0 |
-1,200 |
-100.00% |
See Summary: Institutional Holders of GXC
See Details: Top 10 Hedge Funds Holding GXC
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