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This page summarizes the IPG 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 IPG 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 IPG Share Count |
|---|
| Sound Income Strategies LLC |
46 |
227,976 |
+227,930 |
+495500.00% |
| Alaska Permanent Fund Corp |
13,344 |
54,129 |
+40,785 |
+305.64% |
| Robeco Institutional Asset Management B.V. |
24,621 |
74,288 |
+49,667 |
+201.73% |
| Hexagon Capital Partners LLC |
247 |
464 |
+217 |
+87.85% |
| GoalVest Advisory LLC |
215 |
370 |
+155 |
+72.09% |
| Capital Advisors Ltd. LLC |
54 |
79 |
+25 |
+46.30% |
| First Pacific Financial |
112 |
156 |
+44 |
+39.29% |
| Summit Trail Advisors LLC |
15,249 |
19,843 |
+4,594 |
+30.13% |
| Zurcher Kantonalbank Zurich Cantonalbank |
495,934 |
621,365 |
+125,431 |
+25.29% |
| Veriti Management LLC |
14,479 |
18,106 |
+3,627 |
+25.05% |
| Spire Wealth Management |
262 |
319 |
+57 |
+21.76% |
| Nations Financial Group Inc. IA ADV |
9,058 |
10,991 |
+1,933 |
+21.34% |
| Wealthfront Advisers LLC |
49,856 |
60,079 |
+10,223 |
+20.51% |
| Aspire Private Capital LLC |
5,209 |
6,218 |
+1,009 |
+19.37% |
| Essex Financial Services Inc. |
6,510 |
7,764 |
+1,254 |
+19.26% |
| Diversified Trust Co |
93,101 |
109,048 |
+15,947 |
+17.13% |
| Berger Financial Group Inc |
130,841 |
151,644 |
+20,803 |
+15.90% |
| Access Financial Services Inc. |
40,315 |
46,259 |
+5,944 |
+14.74% |
| Venturi Wealth Management LLC |
25,241 |
28,818 |
+3,577 |
+14.17% |
| Raymond James Financial Services Advisors Inc. |
356,143 |
405,652 |
+49,509 |
+13.90% |
| Brown Advisory Inc. |
1,264,019 |
1,433,174 |
+169,155 |
+13.38% |
| Massmutual Trust Co. FSB ADV |
485 |
549 |
+64 |
+13.20% |
| Bank of New York Mellon Corp |
12,579,700 |
14,096,675 |
+1,516,975 |
+12.06% |
| MV Capital Management Inc. |
118 |
132 |
+14 |
+11.86% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
202,154 |
225,854 |
+23,700 |
+11.72% |
| Hartford Financial Management Inc. |
744 |
824 |
+80 |
+10.75% |
| Ballentine Partners LLC |
11,667 |
12,867 |
+1,200 |
+10.29% |
| SJS Investment Consulting Inc. |
73 |
80 |
+7 |
+9.59% |
| L.M. Kohn & Company |
14,472 |
15,827 |
+1,355 |
+9.36% |
| Bruce G. Allen Investments LLC |
344 |
371 |
+27 |
+7.85% |
| Prestige Wealth Management Group LLC |
5,199 |
5,454 |
+255 |
+4.90% |
| Strategic Blueprint LLC |
6,368 |
6,673 |
+305 |
+4.79% |
| Prairiewood Capital LLC |
6,571 |
6,874 |
+303 |
+4.61% |
| GAMMA Investing LLC |
2,371 |
2,479 |
+108 |
+4.56% |
| Buckingham Capital Management Inc. |
36,105 |
37,734 |
+1,629 |
+4.51% |
| Parcion Private Wealth LLC |
127,467 |
132,855 |
+5,388 |
+4.23% |
| Perpetual Ltd |
481,333 |
501,333 |
+20,000 |
+4.16% |
| UMB Bank N A MO |
9,286 |
9,607 |
+321 |
+3.46% |
| Security National Bank |
150,444 |
155,639 |
+5,195 |
+3.45% |
| Legacy Wealth Asset Management LLC |
10,576 |
10,923 |
+347 |
+3.28% |
| Rosenberg Matthew Hamilton |
3,882 |
4,008 |
+126 |
+3.25% |
| SOA Wealth Advisors LLC. |
9,736 |
10,047 |
+311 |
+3.19% |
| Berkshire Bank |
22,770 |
23,476 |
+706 |
+3.10% |
| Foster & Motley Inc. |
31,695 |
32,639 |
+944 |
+2.98% |
| AMF Pensionsforsakring AB |
145,408 |
148,658 |
+3,250 |
+2.24% |
| Lindbrook Capital LLC |
2,748 |
2,806 |
+58 |
+2.11% |
| Cambridge Investment Research Advisors Inc. |
18,235 |
18,606 |
+371 |
+2.03% |
| Signet Financial Management LLC |
20,155 |
20,550 |
+395 |
+1.96% |
| West Oak Capital LLC |
46,375 |
47,150 |
+775 |
+1.67% |
| Glass Jacobson Investment Advisors llc |
79 |
80 |
+1 |
+1.27% |
| Sunbelt Securities Inc. |
443 |
448 |
+5 |
+1.13% |
| ZWJ Investment Counsel Inc. |
949,131 |
959,123 |
+9,992 |
+1.05% |
| Silver Lake Advisory LLC |
11,910 |
12,031 |
+121 |
+1.02% |
| Sumitomo Mitsui Trust Holdings Inc. |
998,829 |
1,006,155 |
+7,326 |
+0.73% |
| Marino Stram & Associates LLC |
26,654 |
26,838 |
+184 |
+0.69% |
| NBC Securities Inc. |
5,681 |
5,714 |
+33 |
+0.58% |
| Horrell Capital Management Inc. |
29,224 |
29,371 |
+147 |
+0.50% |
| Czech National Bank |
67,081 |
67,391 |
+310 |
+0.46% |
| State of Alaska Department of Revenue |
41,375 |
41,555 |
+180 |
+0.44% |
| State of Michigan Retirement System |
109,192 |
109,292 |
+100 |
+0.09% |
| IFM Investors Pty Ltd |
86,987 |
87,008 |
+21 |
+0.02% |
| 13F Filers Reporting New Positions In IPG |
|---|
| Investors Asset Management of Georgia Inc. GA ADV |
0 |
6,850 |
+6,850 |
+100% |
| Tompkins Financial Corp |
0 |
2,750 |
+2,750 |
+100% |
| Greylin Investment Mangement Inc. |
0 |
8,720 |
+8,720 |
+100% |
| Westend Capital Management LLC |
0 |
0 |
UNCH |
100% |
| Bangor Savings Bank |
0 |
175 |
+175 |
+100% |
| Exchange Traded Concepts LLC |
0 |
869 |
+869 |
+100% |
| Mather Group LLC. |
0 |
736 |
+736 |
+100% |
| OmniStar Financial Group Inc. |
0 |
18,454 |
+18,454 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
38,795 |
+38,795 |
+100% |
| 180 Wealth Advisors LLC |
0 |
6,465 |
+6,465 |
+100% |
| Lloyd Advisory Services LLC. |
0 |
23,045 |
+23,045 |
+100% |
| Rise Advisors LLC |
0 |
386 |
+386 |
+100% |
| Pallas Capital Advisors LLC |
0 |
6,465 |
+6,465 |
+100% |
| Revisor Wealth Management LLC |
0 |
13,530 |
+13,530 |
+100% |
| Fifth Third Wealth Advisors LLC |
0 |
6,475 |
+6,475 |
+100% |
| Simplicity Wealth LLC |
0 |
7,332 |
+7,332 |
+100% |
| Park Place Capital Corp |
0 |
51 |
+51 |
+100% |
| Norden Group LLC |
0 |
10,424 |
+10,424 |
+100% |
| nVerses Capital LLC |
0 |
200 |
+200 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| ST Germain D J Co. Inc. |
640 |
640 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
8,127 |
8,127 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
937,044 |
937,044 |
UNCH |
0.00% |
| Norwood Financial Corp |
3,605 |
3,605 |
UNCH |
0.00% |
| Coastline Trust Co |
9,500 |
9,500 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
10,555 |
10,555 |
UNCH |
0.00% |
| Asset Dedication LLC |
95 |
95 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
120,077 |
120,077 |
UNCH |
0.00% |
| ARGA Investment Management LP |
16,722 |
16,722 |
UNCH |
0.00% |
| JNBA Financial Advisors |
118 |
118 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
205 |
205 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
319 |
319 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
31,445 |
31,445 |
UNCH |
0.00% |
| Sendero Wealth Management LLC |
27,948 |
27,948 |
UNCH |
0.00% |
| Founders Capital Management |
4 |
4 |
UNCH |
0.00% |
| Hudson Capital Management LLC |
6,618 |
6,618 |
UNCH |
0.00% |
| Versant Capital Management Inc |
36 |
36 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
29,427 |
29,427 |
UNCH |
0.00% |
| CVA Family Office LLC |
245 |
245 |
UNCH |
0.00% |
| Annapolis Financial Services LLC |
4,940 |
4,940 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
288 |
288 |
UNCH |
0.00% |
| City State Bank |
257 |
257 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
24,624 |
24,624 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
102 |
102 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
22 |
22 |
UNCH |
0.00% |
| 1858 Wealth Management LLC |
6,300 |
6,300 |
UNCH |
0.00% |
| Planning Capital Management Corp |
148 |
148 |
UNCH |
0.00% |
| 13F Filers Decreasing IPG Share Count |
|---|
| AdvisorNet Financial Inc |
444 |
77 |
-367 |
-82.66% |
| Simplex Trading LLC |
52,497 |
12,080 |
-40,417 |
-76.99% |
| MCF Advisors LLC |
1,321 |
354 |
-967 |
-73.20% |
| Oak Thistle LLC |
27,124 |
7,800 |
-19,324 |
-71.24% |
| DekaBank Deutsche Girozentrale |
563,058 |
184,687 |
-378,371 |
-67.20% |
| DNB Asset Management AS |
127,695 |
53,815 |
-73,880 |
-57.86% |
| Amalgamated Bank |
134,798 |
79,647 |
-55,151 |
-40.91% |
| First Hawaiian Bank |
26,259 |
16,518 |
-9,741 |
-37.10% |
| Handelsinvest Investeringsforvaltning |
17,337 |
11,412 |
-5,925 |
-34.18% |
| Bank of New Hampshire |
5,273 |
3,582 |
-1,691 |
-32.07% |
| SYSTM Wealth Solutions LLC |
53,545 |
37,333 |
-16,212 |
-30.28% |
| Wetzel Investment Advisors Inc. |
682 |
477 |
-205 |
-30.06% |
| Park Avenue Securities LLC |
40,502 |
28,495 |
-12,007 |
-29.65% |
| Ashton Thomas Private Wealth LLC |
16,010 |
11,320 |
-4,690 |
-29.29% |
| Moody National Bank Trust Division |
12,269 |
8,994 |
-3,275 |
-26.69% |
| Allspring Global Investments Holdings LLC |
29,942 |
22,061 |
-7,881 |
-26.32% |
| First Citizens Bank & Trust Co. |
21,124 |
16,168 |
-4,956 |
-23.46% |
| River Road Asset Management LLC |
362,623 |
286,275 |
-76,348 |
-21.05% |
| CENTRAL TRUST Co |
17,057 |
14,018 |
-3,039 |
-17.82% |
| Cyndeo Wealth Partners LLC |
8,183 |
6,752 |
-1,431 |
-17.49% |
| Cedrus LLC |
8,102 |
6,703 |
-1,399 |
-17.27% |
| Allworth Financial LP |
4,168 |
3,504 |
-664 |
-15.93% |
| Private Trust Co. NA |
1,938 |
1,633 |
-305 |
-15.74% |
| City Holding Co. |
43,096 |
36,527 |
-6,569 |
-15.24% |
| Arvest Investments Inc. |
87,346 |
74,131 |
-13,215 |
-15.13% |
| Assenagon Asset Management S.A. |
16,056 |
13,657 |
-2,399 |
-14.94% |
| Raymond James & Associates |
1,677,257 |
1,435,102 |
-242,155 |
-14.44% |
| CWM LLC |
128,558 |
114,145 |
-14,413 |
-11.21% |
| Carmichael Hill & Associates Inc. |
228 |
204 |
-24 |
-10.53% |
| Voisard Asset Management Group Inc. |
947 |
857 |
-90 |
-9.50% |
| Polaris Capital Management LLC |
1,231,800 |
1,119,900 |
-111,900 |
-9.08% |
| Banque Cantonale Vaudoise |
75,307 |
68,972 |
-6,335 |
-8.41% |
| Raymond James Trust N.A. |
30,733 |
28,478 |
-2,255 |
-7.34% |
| Global Retirement Partners LLC |
1,848 |
1,718 |
-130 |
-7.03% |
| Wealth Enhancement Advisory Services LLC |
51,083 |
47,520 |
-3,563 |
-6.97% |
| Securian Asset Management Inc |
24,232 |
22,558 |
-1,674 |
-6.91% |
| Transform Wealth LLC |
52,504 |
48,996 |
-3,508 |
-6.68% |
| Centennial Wealth Advisory LLC |
9,591 |
9,071 |
-520 |
-5.42% |
| Pensionfund Sabic |
35,000 |
33,500 |
-1,500 |
-4.29% |
| Hartford Investment Management Co. |
25,869 |
24,788 |
-1,081 |
-4.18% |
| New Mexico Educational Retirement Board |
20,116 |
19,316 |
-800 |
-3.98% |
| Louisiana State Employees Retirement System |
23,200 |
22,300 |
-900 |
-3.88% |
| Ritholtz Wealth Management |
23,764 |
22,967 |
-797 |
-3.35% |
| Farmers & Merchants Investments Inc. |
17,086 |
16,523 |
-563 |
-3.30% |
| Clarius Group LLC |
6,444 |
6,235 |
-209 |
-3.24% |
| Donald L. Hagan LLC |
27,106 |
26,237 |
-869 |
-3.21% |
| Checchi Capital Advisers LLC |
7,787 |
7,551 |
-236 |
-3.03% |
| Hennion & Walsh Asset Management Inc. |
22,188 |
21,609 |
-579 |
-2.61% |
| First Horizon Advisors Inc. |
10,453 |
10,202 |
-251 |
-2.40% |
| Gradient Investments LLC |
503,755 |
493,303 |
-10,452 |
-2.07% |
| West Paces Advisors Inc. |
597 |
585 |
-12 |
-2.01% |
| Capital Investment Advisors LLC |
6,734 |
6,619 |
-115 |
-1.71% |
| Yousif Capital Management LLC |
54,981 |
54,247 |
-734 |
-1.34% |
| Regions Financial Corp |
10,718 |
10,618 |
-100 |
-0.93% |
| Reinhart Partners Inc. |
319,003 |
316,105 |
-2,898 |
-0.91% |
| Valley National Advisers Inc. |
104,532 |
103,627 |
-905 |
-0.87% |
| Miller Howard Investments Inc. NY |
1,841,657 |
1,828,686 |
-12,971 |
-0.70% |
| Donaldson Capital Management LLC |
27,814 |
27,627 |
-187 |
-0.67% |
| Boston Trust Walden Corp |
1,157,358 |
1,152,121 |
-5,237 |
-0.45% |
| Rockland Trust Co. |
27,159 |
27,051 |
-108 |
-0.40% |
| Kinneret Advisory LLC |
103,647 |
103,325 |
-322 |
-0.31% |
| Fifth Third Bancorp |
46,765 |
46,633 |
-132 |
-0.28% |
| Natixis Advisors L.P. |
144,047 |
143,681 |
-366 |
-0.25% |
| New York State Teachers Retirement System |
375,318 |
374,434 |
-884 |
-0.24% |
| 13F Filers Exiting IPG |
|---|
| Arlington Trust Co LLC |
272 |
0 |
-272 |
-100.00% |
| Confluence Wealth Services Inc. |
8,203 |
0 |
-8,203 |
-100.00% |
| Peterson Financial Group Inc. |
11,930 |
0 |
-11,930 |
-100.00% |
| Tennessee Valley Asset Management Partners |
316 |
0 |
-316 |
-100.00% |
| International Assets Investment Management LLC |
49,776 |
0 |
-49,776 |
-100.00% |
| Bay Harbor Wealth Management LLC |
67 |
0 |
-67 |
-100.00% |
| Outlook Wealth Advisors LLC |
17,752 |
0 |
-17,752 |
-100.00% |
| Monument Capital Management |
6,571 |
0 |
-6,571 |
-100.00% |
| Symmetry Partners LLC |
6,118 |
0 |
-6,118 |
-100.00% |
| Flagship Harbor Advisors LLC |
6,248 |
0 |
-6,248 |
-100.00% |
| Salem Investment Counselors Inc. |
674 |
0 |
-674 |
-100.00% |
See Summary: Institutional Holders of IPG
See Details: Top 10 Hedge Funds Holding IPG
Also See: IPG Insider Buying
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