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This page summarizes the MYD 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 MYD 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 MYD Share Count |
|---|
| Mackay Shields LLC |
18,500 |
382,105 |
+363,605 |
+1965.43% |
| Congress Park Capital LLC |
450,000 |
643,385 |
+193,385 |
+42.97% |
| HighTower Advisors LLC |
15,118 |
18,709 |
+3,591 |
+23.75% |
| Raymond James & Associates |
62,726 |
76,640 |
+13,914 |
+22.18% |
| Cambridge Investment Research Advisors Inc. |
100,547 |
121,198 |
+20,651 |
+20.54% |
| Commonwealth Equity Services LLC |
18,318 |
21,561 |
+3,243 |
+17.70% |
| Simon Quick Advisors LLC |
12,961 |
14,102 |
+1,141 |
+8.80% |
| Raymond James Financial Services Advisors Inc. |
32,774 |
35,546 |
+2,772 |
+8.46% |
| Fortitude Advisory Group L.L.C. |
26,910 |
27,855 |
+945 |
+3.51% |
| Van ECK Associates Corp |
341,421 |
351,725 |
+10,304 |
+3.02% |
| 13F Filers Reporting New Positions In MYD |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Huntington National Bank |
0 |
4,557 |
+4,557 |
+100% |
| Benjamin F. Edwards & Company Inc. |
0 |
60 |
+60 |
+100% |
| Private Advisor Group LLC |
0 |
11,344 |
+11,344 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
16,984 |
+16,984 |
+100% |
| Intellectus Partners LLC |
0 |
64,500 |
+64,500 |
+100% |
| Summit Trail Advisors LLC |
0 |
24,727 |
+24,727 |
+100% |
| FNY Investment Advisers LLC |
0 |
500 |
+500 |
+100% |
| Transcend Wealth Collective LLC |
0 |
15,000 |
+15,000 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Hollencrest Capital Management |
12,185 |
12,185 |
UNCH |
0.00% |
| Chicago Partners Investment Group LLC |
74,762 |
74,762 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
1,005 |
1,005 |
UNCH |
0.00% |
| Capital Investment Advisors LLC |
11,775 |
11,775 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
421 |
421 |
UNCH |
0.00% |
| Nova R Wealth Inc. |
93,803 |
93,803 |
UNCH |
0.00% |
| CNB Bank |
1,961 |
1,961 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
21,000 |
21,000 |
UNCH |
0.00% |
| 13F Filers Decreasing MYD Share Count |
|---|
| UMB Bank N A MO |
2,642 |
1,951 |
-691 |
-26.15% |
| Fiera Capital Corp |
594,322 |
451,375 |
-142,947 |
-24.05% |
| Wheelhouse Advisory Group LLC |
78,273 |
66,117 |
-12,156 |
-15.53% |
| Regatta Capital Group LLC |
12,343 |
11,200 |
-1,143 |
-9.26% |
| Main Street Financial Solutions LLC |
22,169 |
20,231 |
-1,938 |
-8.74% |
| 180 Wealth Advisors LLC |
58,710 |
57,285 |
-1,425 |
-2.43% |
| Bank of New York Mellon Corp |
32,275 |
32,223 |
-52 |
-0.16% |
| 13F Filers Exiting MYD |
|---|
| Advisor Resource Council |
23,200 |
0 |
-23,200 |
-100.00% |
| Atticus Wealth Management LLC |
13,135 |
0 |
-13,135 |
-100.00% |
| Pettinga Financial Advisors LLC |
45,000 |
0 |
-45,000 |
-100.00% |
| Dakota Wealth Management |
28,200 |
0 |
-28,200 |
-100.00% |
| Integrated Capital Management Inc. |
15,664 |
0 |
-15,664 |
-100.00% |
| Advisory Services Network LLC |
3,190 |
0 |
-3,190 |
-100.00% |
| Webster Bank N. A. |
357 |
0 |
-357 |
-100.00% |
| Moody National Bank Trust Division |
11,435 |
0 |
-11,435 |
-100.00% |
| Park Avenue Securities LLC |
102,482 |
0 |
-102,482 |
-100.00% |
| Fifth Third Bancorp |
2,600 |
0 |
-2,600 |
-100.00% |
See Summary: Institutional Holders of MYD
See Details: Top 10 Hedge Funds Holding MYD
Also See: MYD Insider Buying
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