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This page summarizes the NFTY 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 NFTY 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 NFTY Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
27,993 |
216,695 |
+188,702 |
+674.10% |
| Purus Wealth Management LLC |
27,839 |
33,745 |
+5,906 |
+21.21% |
| Stratos Wealth Partners LTD. |
49,392 |
52,982 |
+3,590 |
+7.27% |
| Cambridge Investment Research Advisors Inc. |
39,183 |
40,738 |
+1,555 |
+3.97% |
| 13F Filers Reporting New Positions In NFTY |
|---|
| Trilogy Capital Inc. |
0 |
5,551 |
+5,551 |
+100% |
| Marmo Financial Group LLC |
0 |
86,670 |
+86,670 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Chesley Taft & Associates LLC |
5,700 |
5,700 |
UNCH |
0.00% |
| Private Trust Co. NA |
3,854 |
3,854 |
UNCH |
0.00% |
| Sawyer & Company Inc |
225 |
225 |
UNCH |
0.00% |
| 13F Filers Decreasing NFTY Share Count |
|---|
| Clarus Wealth Advisors |
7,491 |
6,321 |
-1,170 |
-15.62% |
| Raymond James & Associates |
18,909 |
17,922 |
-987 |
-5.22% |
| Simplex Trading LLC |
385 |
366 |
-19 |
-4.94% |
| NBC Securities Inc. |
1,972 |
1,938 |
-34 |
-1.72% |
| Cottonwood Capital Advisors LLC |
14,534 |
14,338 |
-196 |
-1.35% |
| 13F Filers Exiting NFTY |
|---|
| International Assets Investment Management LLC |
49,195 |
0 |
-49,195 |
-100.00% |
See Summary: Institutional Holders of NFTY
See Details: Top 10 Hedge Funds Holding NFTY
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