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This page summarizes the HAL 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 HAL 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 HAL Share Count |
Exchange Traded Concepts LLC |
72 |
7,230 |
+7,158 |
+9941.67% |
Tradewinds Capital Management LLC |
119 |
2,120 |
+2,001 |
+1681.51% |
Hennessy Advisors Inc. |
16,650 |
97,250 |
+80,600 |
+484.08% |
Capital Advisors Ltd. LLC |
59 |
231 |
+172 |
+291.53% |
Robeco Institutional Asset Management B.V. |
243,001 |
591,947 |
+348,946 |
+143.60% |
Principal Financial Group Inc. |
1,144,859 |
2,483,230 |
+1,338,371 |
+116.90% |
FSC Wealth Advisors LLC |
124 |
248 |
+124 |
+100.00% |
Dover Advisors LLC |
9,239 |
15,386 |
+6,147 |
+66.53% |
Summit Trail Advisors LLC |
5,713 |
9,451 |
+3,738 |
+65.43% |
Allred Capital Management LLC |
11,050 |
17,137 |
+6,087 |
+55.09% |
Spirit of America Management Corp NY |
27,000 |
41,000 |
+14,000 |
+51.85% |
Foster Victor Wealth Advisors LLC |
243,993 |
330,733 |
+86,740 |
+35.55% |
Park Avenue Securities LLC |
9,796 |
13,079 |
+3,283 |
+33.51% |
Alpha Cubed Investments LLC |
461,729 |
614,167 |
+152,438 |
+33.01% |
SeaCrest Wealth Management LLC |
7,357 |
9,604 |
+2,247 |
+30.54% |
Adviser Investments LLC |
12,358 |
15,938 |
+3,580 |
+28.97% |
Stablepoint Partners LLC |
21,039 |
26,544 |
+5,505 |
+26.17% |
Strategy Asset Managers LLC |
16,141 |
20,227 |
+4,086 |
+25.31% |
CX Institutional |
6,666 |
8,289 |
+1,623 |
+24.35% |
DekaBank Deutsche Girozentrale |
264,772 |
323,841 |
+59,069 |
+22.31% |
CAPROCK Group Inc. |
56,441 |
65,791 |
+9,350 |
+16.57% |
Wealth Enhancement Advisory Services LLC |
60,477 |
69,658 |
+9,181 |
+15.18% |
Ellsworth Advisors LLC |
12,253 |
14,087 |
+1,834 |
+14.97% |
Dynamic Advisor Solutions LLC |
15,551 |
17,622 |
+2,071 |
+13.32% |
GDS Wealth Management |
247,009 |
277,758 |
+30,749 |
+12.45% |
Wesbanco Bank Inc. |
135,322 |
151,846 |
+16,524 |
+12.21% |
GAMMA Investing LLC |
7,531 |
8,350 |
+819 |
+10.88% |
Confluence Wealth Services Inc. |
7,495 |
8,309 |
+814 |
+10.86% |
Greenleaf Trust |
14,163 |
15,680 |
+1,517 |
+10.71% |
Wedge Capital Management L L P NC |
472,489 |
521,179 |
+48,690 |
+10.31% |
Massmutual Trust Co. FSB ADV |
2,423 |
2,666 |
+243 |
+10.03% |
DNB Asset Management AS |
147,435 |
162,138 |
+14,703 |
+9.97% |
Pinnacle Associates Ltd. |
7,164 |
7,867 |
+703 |
+9.81% |
Conning Inc. |
6,164 |
6,752 |
+588 |
+9.54% |
Hedeker Wealth LLC |
77,259 |
84,614 |
+7,355 |
+9.52% |
WD Rutherford LLC |
63,985 |
69,350 |
+5,365 |
+8.38% |
Merrion Investment Management Co LLC |
119,380 |
129,100 |
+9,720 |
+8.14% |
Central Valley Advisors LLC |
40,089 |
43,177 |
+3,088 |
+7.70% |
Veriti Management LLC |
32,421 |
34,881 |
+2,460 |
+7.59% |
Wedmont Private Capital |
17,107 |
18,401 |
+1,294 |
+7.56% |
Gradient Investments LLC |
13,903 |
14,814 |
+911 |
+6.55% |
Ashton Thomas Private Wealth LLC |
34,007 |
36,142 |
+2,135 |
+6.28% |
City State Bank |
912 |
965 |
+53 |
+5.81% |
Buckingham Capital Management Inc. |
27,566 |
29,124 |
+1,558 |
+5.65% |
Horizon Bancorp Inc. IN |
2,612 |
2,749 |
+137 |
+5.25% |
Argyle Capital Management Inc. |
50,825 |
53,225 |
+2,400 |
+4.72% |
Spire Wealth Management |
129,274 |
135,299 |
+6,025 |
+4.66% |
Valeo Financial Advisors LLC |
9,524 |
9,935 |
+411 |
+4.32% |
Ballentine Partners LLC |
17,482 |
18,227 |
+745 |
+4.26% |
Center for Financial Planning Inc. |
5,402 |
5,618 |
+216 |
+4.00% |
IVC Wealth Advisors LLC |
9,159 |
9,503 |
+344 |
+3.76% |
Raymond James & Associates |
3,823,170 |
3,959,002 |
+135,832 |
+3.55% |
Cullen Investment Group LTD. |
59,202 |
61,022 |
+1,820 |
+3.07% |
Perpetual Ltd |
820,431 |
845,092 |
+24,661 |
+3.01% |
Washington Capital Management Inc. |
39,922 |
41,120 |
+1,198 |
+3.00% |
Allworth Financial LP |
3,215 |
3,306 |
+91 |
+2.83% |
OFI Invest Asset Management |
982,675 |
1,010,476 |
+27,801 |
+2.83% |
Maryland State Retirement & Pension System |
68,599 |
70,505 |
+1,906 |
+2.78% |
Renaissance Investment Group LLC |
137,985 |
141,735 |
+3,750 |
+2.72% |
Azzad Asset Management Inc. ADV |
80,611 |
82,528 |
+1,917 |
+2.38% |
Stratos Wealth Partners LTD. |
15,648 |
15,986 |
+338 |
+2.16% |
Nations Financial Group Inc. IA ADV |
5,979 |
6,081 |
+102 |
+1.71% |
Massachusetts Wealth Management |
18,025 |
18,325 |
+300 |
+1.66% |
Marietta Wealth Management LLC |
112,382 |
114,108 |
+1,726 |
+1.54% |
Boltwood Capital Management |
9,493 |
9,618 |
+125 |
+1.32% |
MCF Advisors LLC |
5,048 |
5,111 |
+63 |
+1.25% |
Alaska Permanent Fund Corp |
72,257 |
73,101 |
+844 |
+1.17% |
Tritonpoint Wealth LLC |
11,744 |
11,874 |
+130 |
+1.11% |
Raymond James Financial Services Advisors Inc. |
2,352,946 |
2,378,416 |
+25,470 |
+1.08% |
CVA Family Office LLC |
1,593 |
1,607 |
+14 |
+0.88% |
Meadow Creek Wealth Advisors LLC |
5,625 |
5,665 |
+40 |
+0.71% |
Sunpointe LLC |
9,359 |
9,420 |
+61 |
+0.65% |
Hara Capital LLC |
16,080 |
16,180 |
+100 |
+0.62% |
Moody National Bank Trust Division |
11,436 |
11,506 |
+70 |
+0.61% |
Parsons Capital Management Inc. RI |
5,794 |
5,829 |
+35 |
+0.60% |
Gulf International Bank UK Ltd |
74,065 |
74,505 |
+440 |
+0.59% |
Advance Capital Management Inc. |
5,582 |
5,606 |
+24 |
+0.43% |
Cranbrook Wealth Management LLC |
1,150 |
1,155 |
+5 |
+0.43% |
Financial Sense Advisors Inc. |
5,658 |
5,682 |
+24 |
+0.42% |
Oak Harbor Wealth Partners LLC |
18,794 |
18,867 |
+73 |
+0.39% |
PSI Advisors LLC |
1,819 |
1,825 |
+6 |
+0.33% |
Clarus Group Inc. |
15,524 |
15,567 |
+43 |
+0.28% |
WFA Asset Management Corp |
402 |
403 |
+1 |
+0.25% |
Stonegate Investment Group LLC |
10,546 |
10,570 |
+24 |
+0.23% |
Avitas Wealth Management LLC |
30,946 |
31,007 |
+61 |
+0.20% |
Heritage Investors Management Corp |
84,815 |
84,965 |
+150 |
+0.18% |
Capital Investment Advisors LLC |
6,220 |
6,227 |
+7 |
+0.11% |
Walker Asset Management LLC |
6,760 |
6,767 |
+7 |
+0.10% |
13F Filers Reporting New Positions In HAL |
Wiley BROS. Aintree Capital LLC |
0 |
13,472 |
+13,472 |
+100% |
Stephenson National Bank & Trust |
0 |
268 |
+268 |
+100% |
Trust Co. of Toledo NA OH |
0 |
6,846 |
+6,846 |
+100% |
Woodmont Investment Counsel LLC |
0 |
5,105 |
+5,105 |
+100% |
Westend Capital Management LLC |
0 |
177 |
+177 |
+100% |
Welch Group LLC |
0 |
5,153 |
+5,153 |
+100% |
YHB Investment Advisors Inc. |
0 |
204 |
+204 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
10,492 |
+10,492 |
+100% |
BSW Wealth Partners |
0 |
9,289 |
+9,289 |
+100% |
Chicago Partners Investment Group LLC |
0 |
5,998 |
+5,998 |
+100% |
Capital Investment Advisory Services LLC |
0 |
5,225 |
+5,225 |
+100% |
LexAurum Advisors LLC |
0 |
6,754 |
+6,754 |
+100% |
180 Wealth Advisors LLC |
0 |
5,362 |
+5,362 |
+100% |
General Partner Inc. |
0 |
1,400 |
+1,400 |
+100% |
Soltis Investment Advisors LLC |
0 |
7,382 |
+7,382 |
+100% |
Aaron Wealth Advisors |
0 |
5,952 |
+5,952 |
+100% |
IAG Wealth Partners LLC |
0 |
766 |
+766 |
+100% |
Rise Advisors LLC |
0 |
667 |
+667 |
+100% |
Red Tortoise LLC |
0 |
466 |
+466 |
+100% |
Simplicity Wealth LLC |
0 |
16,153 |
+16,153 |
+100% |
Global Assets Advisory LLC |
0 |
45,920 |
+45,920 |
+100% |
Vinland Capital Management Gestora de Recursos LTDA. |
0 |
41,400 |
+41,400 |
+100% |
Norden Group LLC |
0 |
40,620 |
+40,620 |
+100% |
Accordant Advisory Group Inc |
0 |
2,746 |
+2,746 |
+100% |
Financial Synergies Wealth Advisors Inc. |
0 |
114 |
+114 |
+100% |
13F Filers With Unchanged Share Count |
CENTRAL TRUST Co |
100 |
100 |
UNCH |
0.00% |
Cigna Investments Inc. New |
9,612 |
9,612 |
UNCH |
0.00% |
Adams Natural Resources Fund Inc. |
177,353 |
177,353 |
UNCH |
0.00% |
U S Global Investors Inc. |
10,000 |
10,000 |
UNCH |
0.00% |
ST Germain D J Co. Inc. |
1,040 |
1,040 |
UNCH |
0.00% |
Investors Asset Management of Georgia Inc. GA ADV |
13,133 |
13,133 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
7,631 |
7,631 |
UNCH |
0.00% |
Optimum Investment Advisors |
1,931 |
1,931 |
UNCH |
0.00% |
Albion Financial Group UT |
100 |
100 |
UNCH |
0.00% |
WASHINGTON TRUST Co |
2,600 |
2,600 |
UNCH |
0.00% |
Webster Bank N. A. |
3,200 |
3,200 |
UNCH |
0.00% |
First United Bank Trust |
1,000 |
1,000 |
UNCH |
0.00% |
Farmers & Merchants Investments Inc. |
1,385 |
1,385 |
UNCH |
0.00% |
Bangor Savings Bank |
224 |
224 |
UNCH |
0.00% |
Indiana Trust & Investment Management CO |
1,300 |
1,300 |
UNCH |
0.00% |
State of Alaska Department of Revenue |
96,654 |
96,654 |
UNCH |
0.00% |
West Oak Capital LLC |
2,000 |
2,000 |
UNCH |
0.00% |
Hanson & Doremus Investment Management |
1,359 |
1,359 |
UNCH |
0.00% |
Fruth Investment Management |
8,770 |
8,770 |
UNCH |
0.00% |
Cacti Asset Management LLC |
40,000 |
40,000 |
UNCH |
0.00% |
Cohen Klingenstein LLC |
8,500 |
8,500 |
UNCH |
0.00% |
Harbor Investment Advisory LLC |
3,754 |
3,754 |
UNCH |
0.00% |
Asset Dedication LLC |
564 |
564 |
UNCH |
0.00% |
Zweig DiMenna Associates LLC |
325,085 |
325,085 |
UNCH |
0.00% |
Alta Advisers Ltd |
3,500 |
3,500 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
3,447 |
3,447 |
UNCH |
0.00% |
AMF Pensionsforsakring AB |
370,124 |
370,124 |
UNCH |
0.00% |
Aquila Investment Management LLC |
18,000 |
18,000 |
UNCH |
0.00% |
Roble Belko & Company Inc |
134 |
134 |
UNCH |
0.00% |
Moisand Fitzgerald Tamayo LLC |
160 |
160 |
UNCH |
0.00% |
Legacy Bridge LLC |
100 |
100 |
UNCH |
0.00% |
Farmers & Merchants Trust Co of Chambersburg PA |
100 |
100 |
UNCH |
0.00% |
Symmetry Partners LLC |
16,367 |
16,367 |
UNCH |
0.00% |
IFM Investors Pty Ltd |
178,312 |
178,312 |
UNCH |
0.00% |
Bogart Wealth LLC |
1,204 |
1,204 |
UNCH |
0.00% |
Independence Bank of Kentucky |
162 |
162 |
UNCH |
0.00% |
Luken Investment Analytics LLC |
800 |
800 |
UNCH |
0.00% |
Sound Income Strategies LLC |
271 |
271 |
UNCH |
0.00% |
Versant Capital Management Inc |
52 |
52 |
UNCH |
0.00% |
Avondale Wealth Management |
2,100 |
2,100 |
UNCH |
0.00% |
Chicago Capital LLC |
6,490 |
6,490 |
UNCH |
0.00% |
Princeton Global Asset Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
Prestige Wealth Management Group LLC |
356 |
356 |
UNCH |
0.00% |
Legend Financial Advisors Inc. |
18,092 |
18,092 |
UNCH |
0.00% |
Carolina Wealth Advisors LLC |
50 |
50 |
UNCH |
0.00% |
HBW Advisory Services LLC |
6,493 |
6,493 |
UNCH |
0.00% |
Tsfg LLC |
40 |
40 |
UNCH |
0.00% |
Game Plan Financial Advisors LLC |
200 |
200 |
UNCH |
0.00% |
Rosenberg Matthew Hamilton |
1,785 |
1,785 |
UNCH |
0.00% |
Hexagon Capital Partners LLC |
200 |
200 |
UNCH |
0.00% |
Wolff Wiese Magana LLC |
5 |
5 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
110 |
110 |
UNCH |
0.00% |
Byrne Asset Management LLC |
52 |
52 |
UNCH |
0.00% |
Quantum Financial Advisors LLC |
7,605 |
7,605 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
381 |
381 |
UNCH |
0.00% |
Signature Resources Capital Management LLC |
130 |
130 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
14,913 |
14,913 |
UNCH |
0.00% |
Coston McIsaac & Partners |
893 |
893 |
UNCH |
0.00% |
Stephens Consulting LLC |
125 |
125 |
UNCH |
0.00% |
Graphene Investments SAS |
77,600 |
77,600 |
UNCH |
0.00% |
PFS Partners LLC |
119 |
119 |
UNCH |
0.00% |
1858 Wealth Management LLC |
11,560 |
11,560 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
2,013 |
2,013 |
UNCH |
0.00% |
13F Filers Decreasing HAL Share Count |
Toth Financial Advisory Corp |
25,233 |
1,185 |
-24,048 |
-95.30% |
Assenagon Asset Management S.A. |
303,306 |
21,954 |
-281,352 |
-92.76% |
Salem Investment Counselors Inc. |
232 |
32 |
-200 |
-86.21% |
Criterion Capital Advisors LLC |
1,010 |
210 |
-800 |
-79.21% |
Los Angeles Capital Management & Equity Research Inc. |
298,695 |
103,436 |
-195,259 |
-65.37% |
Banque Cantonale Vaudoise |
27,985 |
11,223 |
-16,762 |
-59.90% |
Chatham Capital Group Inc. |
23,390 |
10,110 |
-13,280 |
-56.78% |
First Financialcorp IN |
2,037 |
903 |
-1,134 |
-55.67% |
Cambridge Investment Research Advisors Inc. |
130,652 |
61,534 |
-69,118 |
-52.90% |
GHP Investment Advisors Inc. |
864 |
422 |
-442 |
-51.16% |
Guidance Capital Inc. |
37,300 |
19,606 |
-17,694 |
-47.44% |
American National Bank |
5,022 |
2,699 |
-2,323 |
-46.26% |
Kingswood Wealth Advisors LLC |
10,448 |
6,031 |
-4,417 |
-42.28% |
Fortitude Family Office LLC |
117 |
68 |
-49 |
-41.88% |
OLD National Bancorp IN |
14,175 |
8,384 |
-5,791 |
-40.85% |
Pinnacle Bank |
707 |
438 |
-269 |
-38.05% |
Simplex Trading LLC |
199,746 |
124,734 |
-75,012 |
-37.55% |
Viking Fund Management LLC |
112,000 |
70,000 |
-42,000 |
-37.50% |
Venturi Wealth Management LLC |
1,609 |
1,012 |
-597 |
-37.10% |
Arcadia Investment Management Corp MI |
34,305 |
21,980 |
-12,325 |
-35.93% |
Overbrook Management Corp |
14,689 |
9,441 |
-5,248 |
-35.73% |
Portman Square Capital LLP |
40,147 |
26,866 |
-13,281 |
-33.08% |
AdvisorNet Financial Inc |
575 |
393 |
-182 |
-31.65% |
Advisor Resource Council |
29,979 |
20,525 |
-9,454 |
-31.54% |
First Hawaiian Bank |
19,138 |
13,219 |
-5,919 |
-30.93% |
Hazlett Burt & Watson Inc. |
738 |
523 |
-215 |
-29.13% |
Berry Wealth Group LP |
13,100 |
9,614 |
-3,486 |
-26.61% |
Capital Advisors Inc. OK |
24,237 |
17,837 |
-6,400 |
-26.41% |
WealthShield Partners LLC |
44,538 |
33,046 |
-11,492 |
-25.80% |
Financial Insights Inc. |
23,141 |
17,441 |
-5,700 |
-24.63% |
Tompkins Financial Corp |
428 |
328 |
-100 |
-23.36% |
Capstone Triton Financial Group LLC |
6,818 |
5,343 |
-1,475 |
-21.63% |
Atlantic Union Bankshares Corp |
30,253 |
23,909 |
-6,344 |
-20.97% |
Clarius Group LLC |
7,340 |
5,982 |
-1,358 |
-18.50% |
Global Retirement Partners LLC |
7,873 |
6,498 |
-1,375 |
-17.46% |
Newbridge Financial Services Group Inc. |
1,024 |
858 |
-166 |
-16.21% |
Amalgamated Bank |
222,860 |
186,922 |
-35,938 |
-16.13% |
Court Place Advisors LLC |
20,443 |
17,201 |
-3,242 |
-15.86% |
Congress Wealth Management LLC DE |
7,148 |
6,055 |
-1,093 |
-15.29% |
SYSTM Wealth Solutions LLC |
26,608 |
22,901 |
-3,707 |
-13.93% |
Aurora Private Wealth Inc. |
11,265 |
9,808 |
-1,457 |
-12.93% |
Premier Path Wealth Partners LLC |
6,557 |
5,866 |
-691 |
-10.54% |
Regions Financial Corp |
15,107 |
13,542 |
-1,565 |
-10.36% |
Procyon Private Wealth Partners LLC |
5,685 |
5,139 |
-546 |
-9.60% |
Benjamin F. Edwards & Company Inc. |
454 |
412 |
-42 |
-9.25% |
Allspring Global Investments Holdings LLC |
741,244 |
677,773 |
-63,471 |
-8.56% |
Manning & Napier Group LLC |
245,246 |
224,543 |
-20,703 |
-8.44% |
Guinness Atkinson Asset Management Inc |
11,461 |
10,517 |
-944 |
-8.24% |
Trust Co |
668 |
615 |
-53 |
-7.93% |
Gateway Investment Advisers LLC |
702,800 |
648,649 |
-54,151 |
-7.71% |
Wetzel Investment Advisors Inc. |
6,040 |
5,584 |
-456 |
-7.55% |
Securian Asset Management Inc |
56,686 |
52,426 |
-4,260 |
-7.52% |
NorthCrest Asset Manangement LLC |
31,883 |
29,561 |
-2,322 |
-7.28% |
Financial Management Professionals Inc. |
2,648 |
2,466 |
-182 |
-6.87% |
Lindbrook Capital LLC |
3,794 |
3,534 |
-260 |
-6.85% |
Triumph Capital Management |
16,935 |
15,833 |
-1,102 |
-6.51% |
JJJ Advisors Inc. |
629 |
591 |
-38 |
-6.04% |
Zurcher Kantonalbank Zurich Cantonalbank |
332,515 |
312,627 |
-19,888 |
-5.98% |
New York State Teachers Retirement System |
963,345 |
908,160 |
-55,185 |
-5.73% |
NBC Securities Inc. |
8,862 |
8,355 |
-507 |
-5.72% |
AustralianSuper Pty Ltd |
205,063 |
193,486 |
-11,577 |
-5.65% |
Guinness Asset Management LTD |
411,773 |
389,108 |
-22,665 |
-5.50% |
Meridian Wealth Management LLC |
19,566 |
18,519 |
-1,047 |
-5.35% |
Sumitomo Life Insurance Co. |
11,092 |
10,508 |
-584 |
-5.27% |
Brown Advisory Inc. |
22,736 |
21,699 |
-1,037 |
-4.56% |
Bank of New York Mellon Corp |
7,597,796 |
7,258,963 |
-338,833 |
-4.46% |
Hartford Investment Management Co. |
60,350 |
57,682 |
-2,668 |
-4.42% |
Louisiana State Employees Retirement System |
54,100 |
51,800 |
-2,300 |
-4.25% |
Accurate Wealth Management LLC |
8,206 |
7,864 |
-342 |
-4.17% |
New Mexico Educational Retirement Board |
46,971 |
45,071 |
-1,900 |
-4.05% |
SJS Investment Consulting Inc. |
125 |
120 |
-5 |
-4.00% |
Benin Management CORP |
8,566 |
8,259 |
-307 |
-3.58% |
Private Trust Co. NA |
6,216 |
6,008 |
-208 |
-3.35% |
Bruce G. Allen Investments LLC |
309 |
299 |
-10 |
-3.24% |
Park National Corp OH |
311,975 |
302,143 |
-9,832 |
-3.15% |
Natixis Advisors L.P. |
524,334 |
508,717 |
-15,617 |
-2.98% |
Meyer Handelman Co. |
275,949 |
267,949 |
-8,000 |
-2.90% |
Cornerstone Wealth Management LLC |
10,501 |
10,212 |
-289 |
-2.75% |
Reliant Investment Management LLC |
125,141 |
121,796 |
-3,345 |
-2.67% |
Fifth Third Bancorp |
52,297 |
50,904 |
-1,393 |
-2.66% |
Raymond James Trust N.A. |
73,501 |
71,564 |
-1,937 |
-2.64% |
Miller Howard Investments Inc. NY |
61,822 |
60,189 |
-1,633 |
-2.64% |
MV Capital Management Inc. |
648 |
631 |
-17 |
-2.62% |
First Horizon Advisors Inc. |
13,967 |
13,732 |
-235 |
-1.68% |
Wealthfront Advisers LLC |
179,364 |
176,427 |
-2,937 |
-1.64% |
Commonwealth Equity Services LLC |
135,188 |
132,989 |
-2,199 |
-1.63% |
Bowman & Co S.C. |
27,549 |
27,106 |
-443 |
-1.61% |
UMB Bank N A MO |
2,831 |
2,796 |
-35 |
-1.24% |
Saxon Interests Inc. |
25,228 |
24,928 |
-300 |
-1.19% |
Townsend & Associates Inc |
56,490 |
55,878 |
-612 |
-1.08% |
Yousif Capital Management LLC |
120,974 |
119,688 |
-1,286 |
-1.06% |
PFG Private Wealth Management LLC |
118 |
117 |
-1 |
-0.85% |
CWM LLC |
24,391 |
24,266 |
-125 |
-0.51% |
State of Michigan Retirement System |
245,022 |
243,922 |
-1,100 |
-0.45% |
Bourgeon Capital Management LLC |
29,425 |
29,307 |
-118 |
-0.40% |
Sumitomo Mitsui Trust Holdings Inc. |
2,175,030 |
2,167,061 |
-7,969 |
-0.37% |
Mather Group LLC. |
10,262 |
10,227 |
-35 |
-0.34% |
Czech National Bank |
156,763 |
156,614 |
-149 |
-0.10% |
Sunbelt Securities Inc. |
2,973 |
2,972 |
-1 |
-0.03% |
13F Filers Exiting HAL |
BKM Wealth Management LLC |
349 |
0 |
-349 |
-100.00% |
West Paces Advisors Inc. |
12 |
0 |
-12 |
-100.00% |
Invera Wealth Advisors LLC |
29,478 |
0 |
-29,478 |
-100.00% |
Eaton Financial Holdings Company LLC |
46,621 |
0 |
-46,621 |
-100.00% |
Financial Partners Group LLC |
15,351 |
0 |
-15,351 |
-100.00% |
Retirement Guys Formula LLC |
11,844 |
0 |
-11,844 |
-100.00% |
Global Wealth Strategies & Associates |
15 |
0 |
-15 |
-100.00% |
Childress Capital Advisors LLC |
6,989 |
0 |
-6,989 |
-100.00% |
OneAscent Wealth Management LLC |
6,555 |
0 |
-6,555 |
-100.00% |
Planned Solutions Inc. |
200 |
0 |
-200 |
-100.00% |
International Assets Investment Management LLC |
142,917 |
0 |
-142,917 |
-100.00% |
Caas Capital Management LP |
4,100 |
0 |
-4,100 |
-100.00% |
Oak Thistle LLC |
61,047 |
0 |
-61,047 |
-100.00% |
Krilogy Financial LLC |
11,690 |
0 |
-11,690 |
-100.00% |
Field & Main Bank |
25 |
0 |
-25 |
-100.00% |
JNBA Financial Advisors |
7 |
0 |
-7 |
-100.00% |
Cutler Group LP |
545 |
0 |
-545 |
-100.00% |
Perkins Coie Trust Co |
37 |
0 |
-37 |
-100.00% |
Diversified Trust Co |
6,019 |
0 |
-6,019 |
-100.00% |
Essex Financial Services Inc. |
5,974 |
0 |
-5,974 |
-100.00% |
Central Bank & Trust Co. |
291 |
0 |
-291 |
-100.00% |
LVM Capital Management Ltd. MI |
16,171 |
0 |
-16,171 |
-100.00% |
Weatherly Asset Management L. P. |
6,440 |
0 |
-6,440 |
-100.00% |
Godsey & Gibb Associates |
400 |
0 |
-400 |
-100.00% |
Fulton Bank N.A. |
7,118 |
0 |
-7,118 |
-100.00% |
Valley National Advisers Inc. |
143 |
0 |
-143 |
-100.00% |
See Summary: Institutional Holders of HAL
See Details: Top 10 Hedge Funds Holding HAL
Also See: HAL Insider Buying
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