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This page summarizes the HGER 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 HGER 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 HGER Share Count |
|---|
| Janney Montgomery Scott LLC |
21,400 |
79,659 |
+58,259 |
+272.24% |
| Advisor Group Holdings Inc. |
6,615 |
12,128 |
+5,513 |
+83.34% |
| Raymond James & Associates |
159,155 |
291,710 |
+132,555 |
+83.29% |
| Private Advisor Group LLC |
144,717 |
184,539 |
+39,822 |
+27.52% |
| Inspirion Wealth Advisors LLC |
293,690 |
359,697 |
+66,007 |
+22.48% |
| Arkadios Wealth Advisors |
37,278 |
44,400 |
+7,122 |
+19.11% |
| Advisor OS LLC |
10,578 |
11,912 |
+1,334 |
+12.61% |
| Independent Advisor Alliance |
12,368 |
12,702 |
+334 |
+2.70% |
| New Harbor Financial Group LLC |
883,726 |
900,074 |
+16,348 |
+1.85% |
| 13F Filers Reporting New Positions In HGER |
|---|
| Bank of Montreal Can |
0 |
18,715 |
+18,715 |
+100% |
| UBS Group AG |
0 |
113 |
+113 |
+100% |
| Ellsworth Advisors LLC |
0 |
251,022 |
+251,022 |
+100% |
| SFG Wealth Management LLC. |
0 |
13,338 |
+13,338 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Proequities Inc. |
109 |
109 |
UNCH |
0.00% |
| Sandy Spring Bank |
3,125 |
3,125 |
UNCH |
0.00% |
| 13F Filers Decreasing HGER Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
163,367 |
149,574 |
-13,793 |
-8.44% |
| Commonwealth Equity Services LLC |
496,143 |
459,950 |
-36,193 |
-7.29% |
| Truist Financial Corp |
12,529 |
11,682 |
-847 |
-6.76% |
| Envestnet Asset Management Inc. |
15,349 |
14,618 |
-731 |
-4.76% |
| FMA Wealth Management LLC |
168,976 |
163,016 |
-5,960 |
-3.53% |
| Cambridge Investment Research Advisors Inc. |
29,480 |
28,730 |
-750 |
-2.54% |
| 13F Filers Exiting HGER |
|---|
| Balboa Wealth Partners |
12,000 |
0 |
-12,000 |
-100.00% |
| Aprio Wealth Management LLC |
47,514 |
0 |
-47,514 |
-100.00% |
| Retirement Group LLC |
700 |
0 |
-700 |
-100.00% |
| Susquehanna International Group LLP |
9,677 |
0 |
-9,677 |
-100.00% |
| JPMorgan Chase & Co. |
14,641 |
0 |
-14,641 |
-100.00% |
See Summary: Institutional Holders of HGER
See Details: Top 10 Hedge Funds Holding HGER
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