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This page summarizes the HYHG 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 HYHG 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 HYHG Share Count |
Envestnet Asset Management Inc. |
4,141 |
24,510 |
+20,369 |
+491.89% |
Jane Street Group LLC |
10,781 |
33,019 |
+22,238 |
+206.27% |
MML Investors Services LLC |
12,411 |
32,705 |
+20,294 |
+163.52% |
Geneos Wealth Management Inc. |
3,554 |
5,094 |
+1,540 |
+43.33% |
Stifel Financial Corp |
3,980 |
4,879 |
+899 |
+22.59% |
Equitable Holdings Inc. |
34,197 |
41,031 |
+6,834 |
+19.98% |
Proequities Inc. |
31,837 |
33,592 |
+1,755 |
+5.51% |
Castle Rock Wealth Management LLC |
15,375 |
16,137 |
+762 |
+4.96% |
Sound Income Strategies LLC |
75,901 |
78,769 |
+2,868 |
+3.78% |
Cambridge Investment Research Advisors Inc. |
8,145 |
8,444 |
+299 |
+3.67% |
WT Wealth Management |
7,671 |
7,932 |
+261 |
+3.40% |
FMR LLC |
43 |
44 |
+1 |
+2.33% |
LPL Financial LLC |
121,252 |
123,023 |
+1,771 |
+1.46% |
Commonwealth Equity Services LLC |
6,813 |
6,843 |
+30 |
+0.44% |
National Asset Management Inc. |
11,945 |
11,983 |
+38 |
+0.32% |
13F Filers Reporting New Positions In HYHG |
Principal Securities Inc. |
0 |
10,162 |
+10,162 |
+100% |
Citadel Advisors LLC |
0 |
4,759 |
+4,759 |
+100% |
Susquehanna International Group LLP |
0 |
14,473 |
+14,473 |
+100% |
Global Retirement Partners LLC |
0 |
2,195 |
+2,195 |
+100% |
International Assets Investment Management LLC |
0 |
13,586 |
+13,586 |
+100% |
Ronald Blue Trust Inc. |
0 |
14 |
+14 |
+100% |
13F Filers With Unchanged Share Count |
Citigroup Inc. |
233 |
233 |
UNCH |
0.00% |
Private Trust Co. NA |
80 |
80 |
UNCH |
0.00% |
Flow Traders U.S. LLC |
3,906 |
3,906 |
UNCH |
0.00% |
Aptus Capital Advisors LLC |
470 |
470 |
UNCH |
0.00% |
WealthShield Partners LLC |
256 |
256 |
UNCH |
0.00% |
Castleview Partners LLC |
22 |
22 |
UNCH |
0.00% |
Spire Wealth Management |
525 |
525 |
UNCH |
0.00% |
Snowden Capital Advisors LLC |
6,976 |
6,976 |
UNCH |
0.00% |
13F Filers Decreasing HYHG Share Count |
GTS Securities LLC |
8,394 |
3,585 |
-4,809 |
-57.29% |
Advisor Group Holdings Inc. |
53,988 |
24,815 |
-29,173 |
-54.04% |
Bank of America Corp DE |
14,751 |
11,466 |
-3,285 |
-22.27% |
Royal Bank of Canada |
10,536 |
8,705 |
-1,831 |
-17.38% |
Wells Fargo & Company MN |
86,699 |
79,230 |
-7,469 |
-8.61% |
Empirical Asset Management LLC |
18,321 |
17,451 |
-870 |
-4.75% |
UBS Group AG |
3,876 |
3,779 |
-97 |
-2.50% |
Morgan Stanley |
179,023 |
174,804 |
-4,219 |
-2.36% |
Redhawk Wealth Advisors Inc. |
24,247 |
23,980 |
-267 |
-1.10% |
13F Filers Exiting HYHG |
Washington Trust Advisors Inc. |
3,000 |
0 |
-3,000 |
-100.00% |
DHJJ Financial Advisors Ltd. |
22 |
0 |
-22 |
-100.00% |
Adams Wealth Management |
6,654 |
0 |
-6,654 |
-100.00% |
Coastal Investment Advisors Inc. |
211 |
0 |
-211 |
-100.00% |
Synergy Financial Management LLC |
13,166 |
0 |
-13,166 |
-100.00% |
Northwestern Mutual Wealth Management Co. |
49 |
0 |
-49 |
-100.00% |
See Summary: Institutional Holders of HYHG
See Details: Top 10 Hedge Funds Holding HYHG
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