|
|
|
This page summarizes the MMIT 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 MMIT 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 MMIT Share Count |
Wealth Enhancement Advisory Services LLC |
15,407 |
20,910 |
+5,503 |
+35.72% |
Raymond James Financial Services Advisors Inc. |
1,144,554 |
1,400,644 |
+256,090 |
+22.37% |
Park Avenue Securities LLC |
28,971 |
35,387 |
+6,416 |
+22.15% |
Raymond James & Associates |
107,037 |
121,953 |
+14,916 |
+13.94% |
TruWealth Advisors LLC |
538,957 |
613,630 |
+74,673 |
+13.86% |
Pallas Capital Advisors LLC |
810,435 |
899,803 |
+89,368 |
+11.03% |
Dynamic Advisor Solutions LLC |
215,756 |
235,396 |
+19,640 |
+9.10% |
Evergreen Private Wealth LLC |
45,686 |
49,760 |
+4,074 |
+8.92% |
Landmark Wealth Management LLC |
64,433 |
69,825 |
+5,392 |
+8.37% |
IAG Wealth Partners LLC |
929,833 |
991,322 |
+61,489 |
+6.61% |
Vicus Capital |
193,452 |
199,769 |
+6,317 |
+3.27% |
Main Street Financial Solutions LLC |
114,702 |
117,564 |
+2,862 |
+2.50% |
AdvisorNet Financial Inc |
41,869 |
42,731 |
+862 |
+2.06% |
MBE Wealth Management LLC |
15,945 |
16,167 |
+222 |
+1.39% |
13F Filers With Unchanged Share Count |
Burt Wealth Advisors |
34,441 |
34,441 |
UNCH |
0.00% |
Narus Financial Partners LLC |
82,162 |
82,162 |
UNCH |
0.00% |
Evolution Wealth Advisors LLC |
32,313 |
32,313 |
UNCH |
0.00% |
Saxon Interests Inc. |
34,167 |
34,167 |
UNCH |
0.00% |
13F Filers Decreasing MMIT Share Count |
Amplius Wealth Advisors LLC |
235,546 |
54,211 |
-181,335 |
-76.98% |
Massmutual Trust Co. FSB ADV |
299,224 |
160,464 |
-138,760 |
-46.37% |
BCS Wealth Management |
41,263 |
35,704 |
-5,559 |
-13.47% |
Bank of New York Mellon Corp |
318,554 |
308,073 |
-10,481 |
-3.29% |
Tsfg LLC |
15,275 |
14,897 |
-378 |
-2.47% |
Legacy Financial Strategies LLC |
104,667 |
103,212 |
-1,455 |
-1.39% |
13F Filers Exiting MMIT |
New Hampshire Trust |
125,919 |
0 |
-125,919 |
-100.00% |
Claro Advisors LLC |
45,335 |
0 |
-45,335 |
-100.00% |
Hedeker Wealth LLC |
61,078 |
0 |
-61,078 |
-100.00% |
See Summary: Institutional Holders of MMIT
See Details: Top 10 Hedge Funds Holding MMIT
|
|