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This page summarizes the IAI 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 IAI 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 IAI Share Count |
|---|
| Q3 Asset Management |
14,008 |
14,988 |
+980 |
+7.00% |
| 13F Filers Reporting New Positions In IAI |
|---|
| WESPAC Advisors SoCal LLC |
0 |
67,070 |
+67,070 |
+100% |
| CPR Investments Inc. |
0 |
3,001 |
+3,001 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CWM LLC |
72 |
72 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
251 |
251 |
UNCH |
0.00% |
| Summit Financial LLC |
2,383 |
2,383 |
UNCH |
0.00% |
| Apeiron RIA LLC |
5,830 |
5,830 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
100 |
100 |
UNCH |
0.00% |
| 13F Filers Decreasing IAI Share Count |
|---|
| Global Retirement Partners LLC |
984 |
274 |
-710 |
-72.15% |
| Raymond James & Associates |
3,419 |
2,740 |
-679 |
-19.86% |
| Cottonwood Capital Advisors LLC |
27,331 |
25,356 |
-1,975 |
-7.23% |
| CX Institutional |
5,047 |
4,701 |
-346 |
-6.86% |
| Gradient Investments LLC |
319,682 |
303,780 |
-15,902 |
-4.97% |
| McGuire Investment Group LLC |
34,422 |
33,161 |
-1,261 |
-3.66% |
| Avitas Wealth Management LLC |
4,277 |
4,214 |
-63 |
-1.47% |
| Raymond James Financial Services Advisors Inc. |
4,596 |
4,570 |
-26 |
-0.57% |
| 13F Filers Exiting IAI |
|---|
| Spire Wealth Management |
678 |
0 |
-678 |
-100.00% |
| International Assets Investment Management LLC |
7,990 |
0 |
-7,990 |
-100.00% |
| Sound Income Strategies LLC |
36 |
0 |
-36 |
-100.00% |
| Founders Capital Management |
37 |
0 |
-37 |
-100.00% |
| Cavalier Investments LLC |
63,531 |
0 |
-63,531 |
-100.00% |
| Cambridge Investment Research Advisors Inc. |
2,831 |
0 |
-2,831 |
-100.00% |
| Grimes & Company Inc. |
47,909 |
0 |
-47,909 |
-100.00% |
See Summary: Institutional Holders of IAI
See Details: Top 10 Hedge Funds Holding IAI
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