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This page summarizes the IBHG 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 IBHG 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 IBHG Share Count |
|---|
| Royal Bank of Canada |
400 |
24,360 |
+23,960 |
+5990.00% |
| Advisor Group Holdings Inc. |
5,534 |
18,399 |
+12,865 |
+232.47% |
| Morgan Stanley |
12,890 |
42,543 |
+29,653 |
+230.05% |
| Straight Path Wealth Management |
20,992 |
49,870 |
+28,878 |
+137.57% |
| Bank of America Corp DE |
47,134 |
107,506 |
+60,372 |
+128.09% |
| Commonwealth Equity Services LLC |
204,107 |
431,928 |
+227,821 |
+111.62% |
| LPL Financial LLC |
10,880 |
21,366 |
+10,486 |
+96.38% |
| Commonwealth Financial Services LLC |
184,873 |
291,412 |
+106,539 |
+57.63% |
| CWM LLC |
1,840 |
2,653 |
+813 |
+44.18% |
| Wells Fargo & Company MN |
14,257 |
16,866 |
+2,609 |
+18.30% |
| Cetera Advisors LLC |
14,634 |
17,120 |
+2,486 |
+16.99% |
| Robertson Stephens Wealth Management LLC |
58,731 |
68,441 |
+9,710 |
+16.53% |
| Wrapmanager Inc. |
24,160 |
27,932 |
+3,772 |
+15.61% |
| Ironwood Financial llc |
19,690 |
22,175 |
+2,485 |
+12.62% |
| IFP Advisors Inc |
43,941 |
49,120 |
+5,179 |
+11.79% |
| Integrated Wealth Concepts LLC |
22,260 |
23,850 |
+1,590 |
+7.14% |
| Thoroughbred Financial Services LLC |
44,574 |
46,032 |
+1,458 |
+3.27% |
| Bbjs Financial Advisors LLC |
10,314 |
10,321 |
+7 |
+0.07% |
| 13F Filers Reporting New Positions In IBHG |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Principal Securities Inc. |
0 |
902 |
+902 |
+100% |
| Evermay Wealth Management LLC |
0 |
5,000 |
+5,000 |
+100% |
| Raymond James & Associates |
0 |
35,427 |
+35,427 |
+100% |
| Cambridge Investment Research Advisors Inc. |
0 |
17,600 |
+17,600 |
+100% |
| Flow Traders U.S. LLC |
0 |
72,137 |
+72,137 |
+100% |
| Wealth Enhancement Advisory Services LLC |
0 |
10,471 |
+10,471 |
+100% |
| Lido Advisors LLC |
0 |
42,338 |
+42,338 |
+100% |
| Sightline Wealth Advisors LLC |
0 |
14,794 |
+14,794 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Northwestern Mutual Wealth Management Co. |
3,769 |
3,769 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
800 |
800 |
UNCH |
0.00% |
| Bradley & Co. Private Wealth Management LLC |
315 |
315 |
UNCH |
0.00% |
| 13F Filers Decreasing IBHG Share Count |
|---|
| Global Retirement Partners LLC |
30,428 |
14,553 |
-15,875 |
-52.17% |
| GWM Advisors LLC |
82,589 |
82,534 |
-55 |
-0.07% |
| 13F Filers Exiting IBHG |
|---|
| Farther Finance Advisors LLC |
966 |
0 |
-966 |
-100.00% |
| Jane Street Group LLC |
173,226 |
0 |
-173,226 |
-100.00% |
| BlackRock Inc. |
235,000 |
0 |
-235,000 |
-100.00% |
| Phillips Financial Management LLC |
1,283 |
0 |
-1,283 |
-100.00% |
See Summary: Institutional Holders of IBHG
See Details: Top 10 Hedge Funds Holding IBHG
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