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This page summarizes the LDUR 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 LDUR 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 LDUR Share Count |
|---|
| Signet Financial Management LLC |
30,917 |
36,584 |
+5,667 |
+18.33% |
| Advocacy Wealth Management Services LLC |
355,859 |
387,028 |
+31,169 |
+8.76% |
| Dynamic Advisor Solutions LLC |
121,554 |
130,343 |
+8,789 |
+7.23% |
| O Connor Financial Group LLC |
172,520 |
181,920 |
+9,400 |
+5.45% |
| 13F Filers Reporting New Positions In LDUR |
|---|
| Future Financial Wealth Managment LLC |
0 |
630 |
+630 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| First National Corp MA ADV |
46,156 |
46,156 |
UNCH |
0.00% |
| 13F Filers Decreasing LDUR Share Count |
|---|
| AdvisorNet Financial Inc |
544 |
73 |
-471 |
-86.58% |
| Procyon Private Wealth Partners LLC |
167,383 |
34,284 |
-133,099 |
-79.52% |
| RFG Advisory LLC |
20,833 |
16,846 |
-3,987 |
-19.14% |
| Austin Private Wealth LLC |
72,690 |
65,335 |
-7,355 |
-10.12% |
| CWM LLC |
1,092,893 |
986,537 |
-106,356 |
-9.73% |
| Wealthcare Advisory Partners LLC |
6,838 |
6,319 |
-519 |
-7.59% |
| 13F Filers Exiting LDUR |
|---|
| Daymark Wealth Partners LLC |
2,871 |
0 |
-2,871 |
-100.00% |
| NBC Securities Inc. |
348 |
0 |
-348 |
-100.00% |
See Summary: Institutional Holders of LDUR
See Details: Top 10 Hedge Funds Holding LDUR
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