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This page summarizes the NJUL 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 NJUL 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 NJUL Share Count |
|---|
| Outlook Wealth Advisors LLC |
59,993 |
68,325 |
+8,332 |
+13.89% |
| Onyx Bridge Wealth Group LLC |
46,593 |
52,632 |
+6,039 |
+12.96% |
| Arlington Capital Management Inc. |
7,276 |
8,070 |
+794 |
+10.91% |
| 13F Filers Reporting New Positions In NJUL |
|---|
| KFG Wealth Management LLC |
0 |
5,515 |
+5,515 |
+100% |
| Focus Financial Network Inc. |
0 |
6,888 |
+6,888 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CWM LLC |
1,881 |
1,881 |
UNCH |
0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
9,337 |
9,337 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
300 |
300 |
UNCH |
0.00% |
| Cypress Wealth Services LLC |
35,917 |
35,917 |
UNCH |
0.00% |
| Valtinson Bruner Financial Planning LLC |
20,165 |
20,165 |
UNCH |
0.00% |
| Keystone Wealth Services LLC |
6,100 |
6,100 |
UNCH |
0.00% |
| 13F Filers Decreasing NJUL Share Count |
|---|
| Gradient Investments LLC |
160,183 |
2,615 |
-157,568 |
-98.37% |
| AdvisorNet Financial Inc |
98,188 |
9,287 |
-88,901 |
-90.54% |
| Founders Financial Securities LLC |
22,332 |
8,617 |
-13,715 |
-61.41% |
| Stratos Wealth Advisors LLC |
8,230 |
4,510 |
-3,720 |
-45.20% |
| Commonwealth Equity Services LLC |
162,740 |
90,450 |
-72,290 |
-44.42% |
| Cedar Brook Financial Partners LLC |
6,541 |
4,201 |
-2,340 |
-35.77% |
| ODonnell Financial Services LLC |
49,041 |
34,835 |
-14,206 |
-28.97% |
| Cambridge Investment Research Advisors Inc. |
64,014 |
51,599 |
-12,415 |
-19.39% |
| CRA Financial Services LLC |
11,572 |
9,672 |
-1,900 |
-16.42% |
| Wealth Enhancement Advisory Services LLC |
21,140 |
17,750 |
-3,390 |
-16.04% |
| Sunbelt Securities Inc. |
6,272 |
5,387 |
-885 |
-14.11% |
| Raymond James Financial Services Advisors Inc. |
50,570 |
47,144 |
-3,426 |
-6.77% |
| Altfest L J & Co. Inc. |
477,762 |
446,560 |
-31,202 |
-6.53% |
| BCS Wealth Management |
7,553 |
7,176 |
-377 |
-4.99% |
| Sequoia Financial Advisors LLC |
33,793 |
32,426 |
-1,367 |
-4.05% |
| DHJJ Financial Advisors Ltd. |
25,163 |
24,609 |
-554 |
-2.20% |
| Strategic Blueprint LLC |
44,191 |
43,784 |
-407 |
-0.92% |
| 13F Filers Exiting NJUL |
|---|
| Castle Wealth Management LLC |
7,013 |
0 |
-7,013 |
-100.00% |
| Arkadios Wealth Advisors |
4,862 |
0 |
-4,862 |
-100.00% |
| RFG Advisory LLC |
36,122 |
0 |
-36,122 |
-100.00% |
| Brookstone Capital Management |
33,779 |
0 |
-33,779 |
-100.00% |
| ST Germain D J Co. Inc. |
3 |
0 |
-3 |
-100.00% |
See Summary: Institutional Holders of NJUL
See Details: Top 10 Hedge Funds Holding NJUL
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