 |
|
|
This page summarizes the KYN 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 KYN 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 KYN Share Count |
|---|
| Parkside Investments LLC |
22,854 |
35,754 |
+12,900 |
+56.45% |
| Flagship Harbor Advisors LLC |
149,723 |
174,378 |
+24,655 |
+16.47% |
| Essex Financial Services Inc. |
41,624 |
45,939 |
+4,315 |
+10.37% |
| Cooper Financial Group |
79,464 |
84,231 |
+4,767 |
+6.00% |
| Cambridge Investment Research Advisors Inc. |
92,448 |
95,927 |
+3,479 |
+3.76% |
| Meridian Wealth Management LLC |
419,965 |
434,324 |
+14,359 |
+3.42% |
| Cadent Capital Advisors LLC |
856,910 |
878,977 |
+22,067 |
+2.58% |
| Chicago Partners Investment Group LLC |
24,000 |
24,545 |
+545 |
+2.27% |
| SOA Wealth Advisors LLC. |
67 |
68 |
+1 |
+1.49% |
| 13F Filers Reporting New Positions In KYN |
|---|
| City Holding Co. |
0 |
480 |
+480 |
+100% |
| Sanders Morris Harris LLC |
0 |
61,200 |
+61,200 |
+100% |
| Gradient Investments LLC |
0 |
38 |
+38 |
+100% |
| Wealth Advisory Solutions LLC |
0 |
39,033 |
+39,033 |
+100% |
| Eagle Rock Investment Company LLC |
0 |
13,038 |
+13,038 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
6,295 |
6,295 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
50,030 |
50,030 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
870 |
870 |
UNCH |
0.00% |
| Brown Advisory Inc. |
2,697,416 |
2,697,416 |
UNCH |
0.00% |
| First National Bank of Mount Dora Trust Investment Services |
10,399 |
10,399 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
1,209 |
1,209 |
UNCH |
0.00% |
| CWM LLC |
500 |
500 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
422 |
422 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
19 |
19 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
1,635 |
1,635 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
606 |
606 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
575 |
575 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
5,400 |
5,400 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
205 |
205 |
UNCH |
0.00% |
| Spire Wealth Management |
28,032 |
28,032 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
3,338 |
3,338 |
UNCH |
0.00% |
| 13F Filers Decreasing KYN Share Count |
|---|
| Wealth Enhancement Advisory Services LLC |
45,511 |
21,353 |
-24,158 |
-53.08% |
| Sollinda Capital Management LLC |
13,604 |
10,500 |
-3,104 |
-22.82% |
| Nations Financial Group Inc. IA ADV |
33,033 |
29,293 |
-3,740 |
-11.32% |
| Eagle Bluffs Wealth Management LLC |
24,751 |
22,378 |
-2,373 |
-9.59% |
| Raymond James & Associates |
3,193,349 |
3,015,846 |
-177,503 |
-5.56% |
| Caldwell Sutter Capital Inc. |
180,262 |
170,910 |
-9,352 |
-5.19% |
| Raymond James Financial Services Advisors Inc. |
583,776 |
560,623 |
-23,153 |
-3.97% |
| RFG Advisory LLC |
92,448 |
89,448 |
-3,000 |
-3.25% |
| Pinnacle Associates Ltd. |
31,407 |
30,556 |
-851 |
-2.71% |
| Jeppson Wealth Management LLC |
77,759 |
76,765 |
-994 |
-1.28% |
| 13F Filers Exiting KYN |
|---|
| Independent Wealth Network Inc. |
85,384 |
0 |
-85,384 |
-100.00% |
| International Assets Investment Management LLC |
29,163 |
0 |
-29,163 |
-100.00% |
| Disciplined Investments LLC |
12,537 |
0 |
-12,537 |
-100.00% |
| Nicholas Hoffman & Company LLC. |
22,153 |
0 |
-22,153 |
-100.00% |
| Capital Investment Advisory Services LLC |
13,686 |
0 |
-13,686 |
-100.00% |
| Cutler Group LP |
1,400 |
0 |
-1,400 |
-100.00% |
| Simplex Trading LLC |
1,795 |
0 |
-1,795 |
-100.00% |
| Private Trust Co. NA |
136 |
0 |
-136 |
-100.00% |
| Optimum Investment Advisors |
658 |
0 |
-658 |
-100.00% |
See Summary: Institutional Holders of KYN
See Details: Top 10 Hedge Funds Holding KYN
Also See: KYN Insider Buying
|
|
