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This page summarizes the IGHG 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 IGHG 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 IGHG Share Count |
Cary Street Partners Investment Advisory LLC |
29 |
9,391 |
+9,362 |
+32282.76% |
Snowden Capital Advisors LLC |
3,860 |
12,760 |
+8,900 |
+230.57% |
Citadel Advisors LLC |
5,705 |
12,942 |
+7,237 |
+126.85% |
Jane Street Group LLC |
57,648 |
114,069 |
+56,421 |
+97.87% |
GWM Advisors LLC |
537 |
1,025 |
+488 |
+90.88% |
Ameriprise Financial Inc. |
8,275 |
14,010 |
+5,735 |
+69.31% |
Bank of America Corp DE |
111,065 |
122,255 |
+11,190 |
+10.08% |
Spire Wealth Management |
934 |
1,008 |
+74 |
+7.92% |
Commonwealth Equity Services LLC |
15,413 |
16,464 |
+1,051 |
+6.82% |
UBS Group AG |
71,768 |
75,281 |
+3,513 |
+4.89% |
Capital Analysts LLC |
15,181 |
15,852 |
+671 |
+4.42% |
J.W. Cole Advisors Inc. |
4,683 |
4,768 |
+85 |
+1.82% |
TBH Global Asset Management LLC |
5,423 |
5,512 |
+89 |
+1.64% |
IFP Advisors Inc |
221 |
224 |
+3 |
+1.36% |
Waterloo Capital L.P. |
4,158 |
4,213 |
+55 |
+1.32% |
Hyperion Partners LLC |
2,948 |
2,986 |
+38 |
+1.29% |
LPL Financial LLC |
69,706 |
70,585 |
+879 |
+1.26% |
Janney Montgomery Scott LLC |
6,647 |
6,650 |
+3 |
+0.05% |
Capital Advisors Ltd. LLC |
20,378 |
20,386 |
+8 |
+0.04% |
13F Filers Reporting New Positions In IGHG |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management |
0 |
6,979 |
+6,979 |
+100% |
Cetera Advisors LLC |
0 |
5,541 |
+5,541 |
+100% |
Toroso Investments LLC |
0 |
27,764 |
+27,764 |
+100% |
Resources Investment Advisors LLC. |
0 |
4,341 |
+4,341 |
+100% |
International Assets Investment Management LLC |
0 |
14,094 |
+14,094 |
+100% |
Tidemark LLC |
0 |
158 |
+158 |
+100% |
Opinicus Capital Inc. |
0 |
4,868 |
+4,868 |
+100% |
Prospect Financial Services LLC |
0 |
2,680 |
+2,680 |
+100% |
13F Filers With Unchanged Share Count |
NBC Securities Inc. |
45 |
45 |
UNCH |
0.00% |
Optimum Investment Advisors |
1,134 |
1,134 |
UNCH |
0.00% |
Hollencrest Capital Management |
65 |
65 |
UNCH |
0.00% |
Private Trust Co. NA |
155 |
155 |
UNCH |
0.00% |
SFE Investment Counsel |
4,650 |
4,650 |
UNCH |
0.00% |
Benjamin F. Edwards & Company Inc. |
200 |
200 |
UNCH |
0.00% |
Patton Albertson Miller Group LLC |
3,925 |
3,925 |
UNCH |
0.00% |
Qube Research & Technologies Ltd |
1,185 |
1,185 |
UNCH |
0.00% |
Retirement Group LLC |
150 |
150 |
UNCH |
0.00% |
Red Wave Investments LLC |
5,075 |
5,075 |
UNCH |
0.00% |
13F Filers Decreasing IGHG Share Count |
Susquehanna International Group LLP |
82,306 |
6,103 |
-76,203 |
-92.58% |
Independence Bank of Kentucky |
750 |
200 |
-550 |
-73.33% |
MML Investors Services LLC |
10,561 |
4,704 |
-5,857 |
-55.46% |
Invenio Wealth Partners LLC |
19,685 |
10,763 |
-8,922 |
-45.32% |
Fortress Wealth Management Inc. |
16,703 |
9,249 |
-7,454 |
-44.63% |
Royal Bank of Canada |
19,160 |
11,405 |
-7,755 |
-40.47% |
Cambridge Investment Research Advisors Inc. |
29,968 |
18,510 |
-11,458 |
-38.23% |
Strategic Advocates LLC |
16,812 |
13,046 |
-3,766 |
-22.40% |
Wells Fargo & Company MN |
201,242 |
161,733 |
-39,509 |
-19.63% |
Advisor Group Holdings Inc. |
84,096 |
68,309 |
-15,787 |
-18.77% |
TrinityPoint Wealth LLC |
12,410 |
10,162 |
-2,248 |
-18.11% |
O ROURKE & COMPANY Inc |
16,439 |
14,143 |
-2,296 |
-13.97% |
Bank of Montreal Can |
11 |
10 |
-1 |
-9.09% |
Morgan Stanley |
733,318 |
697,069 |
-36,249 |
-4.94% |
Mutual Advisors LLC |
15,762 |
15,200 |
-562 |
-3.57% |
Capital Advantage Inc. |
807,786 |
780,532 |
-27,254 |
-3.37% |
Stifel Financial Corp |
13,941 |
13,590 |
-351 |
-2.52% |
Stephens Inc. AR |
47,685 |
46,835 |
-850 |
-1.78% |
Commons Capital LLC |
2,774 |
2,733 |
-41 |
-1.48% |
Comerica Bank |
3,117 |
3,085 |
-32 |
-1.03% |
National Asset Management Inc. |
12,823 |
12,738 |
-85 |
-0.66% |
13F Filers Exiting IGHG |
DHJJ Financial Advisors Ltd. |
591 |
0 |
-591 |
-100.00% |
Coastal Investment Advisors Inc. |
155 |
0 |
-155 |
-100.00% |
GeoWealth Management LLC |
54,905 |
0 |
-54,905 |
-100.00% |
Simplex Trading LLC |
947 |
0 |
-947 |
-100.00% |
Envestnet Asset Management Inc. |
7,046 |
0 |
-7,046 |
-100.00% |
Coldstream Capital Management Inc. |
4,772 |
0 |
-4,772 |
-100.00% |
See Summary: Institutional Holders of IGHG
See Details: Top 10 Hedge Funds Holding IGHG
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