 |
|
|
This page summarizes the NLY 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 NLY 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 NLY Share Count |
|---|
| Smartleaf Asset Management LLC |
8 |
187 |
+179 |
+2237.50% |
| Gateway Investment Advisers LLC |
36,556 |
143,098 |
+106,542 |
+291.45% |
| FNY Investment Advisers LLC |
800 |
2,400 |
+1,600 |
+200.00% |
| Mirae Asset Global Investments Co. Ltd. |
381,069 |
1,033,609 |
+652,540 |
+171.24% |
| PFG Investments LLC |
36,042 |
88,414 |
+52,372 |
+145.31% |
| CWM LLC |
5,091 |
12,158 |
+7,067 |
+138.81% |
| Robeco Institutional Asset Management B.V. |
7,651 |
17,363 |
+9,712 |
+126.94% |
| Perigon Wealth Management LLC |
34,705 |
73,836 |
+39,131 |
+112.75% |
| J.W. Cole Advisors Inc. |
17,826 |
34,217 |
+16,391 |
+91.95% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
258 |
405 |
+147 |
+56.98% |
| Caldwell Sutter Capital Inc. |
106 |
160 |
+54 |
+50.94% |
| Sigma Planning Corp |
17,835 |
25,283 |
+7,448 |
+41.76% |
| Aspire Private Capital LLC |
7,723 |
10,723 |
+3,000 |
+38.85% |
| GSA Capital Partners LLP |
51,247 |
68,984 |
+17,737 |
+34.61% |
| MV Capital Management Inc. |
3 |
4 |
+1 |
+33.33% |
| Signaturefd LLC |
3,747 |
4,953 |
+1,206 |
+32.19% |
| Triumph Capital Management |
15,047 |
19,193 |
+4,146 |
+27.55% |
| Veriti Management LLC |
18,053 |
23,012 |
+4,959 |
+27.47% |
| Clear Creek Financial Management LLC |
19,325 |
24,243 |
+4,918 |
+25.45% |
| Lincoln National Corp |
14,317 |
17,246 |
+2,929 |
+20.46% |
| GAMMA Investing LLC |
1,705 |
2,051 |
+346 |
+20.29% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
171,796 |
203,896 |
+32,100 |
+18.68% |
| LifePro Asset Management |
114,165 |
134,012 |
+19,847 |
+17.38% |
| Massmutual Trust Co. FSB ADV |
690 |
801 |
+111 |
+16.09% |
| Private Advisor Group LLC |
97,701 |
112,669 |
+14,968 |
+15.32% |
| Stratos Wealth Advisors LLC |
109,374 |
125,583 |
+16,209 |
+14.82% |
| Lindbrook Capital LLC |
453 |
519 |
+66 |
+14.57% |
| Valley Brook Capital Group |
8,810 |
10,060 |
+1,250 |
+14.19% |
| Impax Asset Management Group plc |
40,084 |
45,000 |
+4,916 |
+12.26% |
| Janney Montgomery Scott LLC |
113,677 |
125,670 |
+11,993 |
+10.55% |
| PFS Partners LLC |
3,329 |
3,676 |
+347 |
+10.42% |
| All Season Financial Advisors Inc. |
20,188 |
22,253 |
+2,065 |
+10.23% |
| Van ECK Associates Corp |
1,785,526 |
1,953,594 |
+168,068 |
+9.41% |
| New Mexico Educational Retirement Board |
95,725 |
104,725 |
+9,000 |
+9.40% |
| Raymond James & Associates |
239,178 |
261,231 |
+22,053 |
+9.22% |
| Alaska Permanent Fund Corp |
118,869 |
129,226 |
+10,357 |
+8.71% |
| Victory Capital Management Inc. |
1,676,931 |
1,817,539 |
+140,608 |
+8.38% |
| Daiwa Securities Group Inc. |
30,145 |
32,513 |
+2,368 |
+7.86% |
| Values First Advisors Inc. |
25,809 |
27,552 |
+1,743 |
+6.75% |
| SeaCrest Wealth Management LLC |
46,570 |
49,399 |
+2,829 |
+6.07% |
| Sunbelt Securities Inc. |
9,375 |
9,937 |
+562 |
+5.99% |
| Fortem Financial Group LLC |
114,969 |
121,847 |
+6,878 |
+5.98% |
| Wealth Enhancement Advisory Services LLC |
32,465 |
34,234 |
+1,769 |
+5.45% |
| Fifth Third Bancorp |
3,299 |
3,470 |
+171 |
+5.18% |
| Amalgamated Bank |
324,235 |
339,349 |
+15,114 |
+4.66% |
| New England Capital Financial Advisors LLC |
71 |
74 |
+3 |
+4.23% |
| Bell Bank |
116,489 |
120,956 |
+4,467 |
+3.83% |
| Transcend Wealth Collective LLC |
61,520 |
63,802 |
+2,282 |
+3.71% |
| Coston McIsaac & Partners |
279 |
289 |
+10 |
+3.58% |
| Ogorek Anthony Joseph NY ADV |
230 |
238 |
+8 |
+3.48% |
| Jamison Private Wealth Management Inc. |
1,309 |
1,354 |
+45 |
+3.44% |
| Parkside Financial Bank & Trust |
354 |
366 |
+12 |
+3.39% |
| Carmichael Hill & Associates Inc. |
2,573 |
2,660 |
+87 |
+3.38% |
| FinTrust Capital Advisors LLC |
551 |
568 |
+17 |
+3.09% |
| Atticus Wealth Management LLC |
3,036 |
3,129 |
+93 |
+3.06% |
| Tsfg LLC |
197 |
203 |
+6 |
+3.05% |
| Principal Financial Group Inc. |
1,835,679 |
1,883,558 |
+47,879 |
+2.61% |
| Asset Dedication LLC |
2,803 |
2,876 |
+73 |
+2.60% |
| Commonwealth Equity Services LLC |
318,109 |
326,194 |
+8,085 |
+2.54% |
| Louisiana State Employees Retirement System |
140,500 |
143,900 |
+3,400 |
+2.42% |
| State of Michigan Retirement System |
134,231 |
137,031 |
+2,800 |
+2.09% |
| Hollencrest Capital Management |
10,930 |
11,134 |
+204 |
+1.87% |
| West Branch Capital LLC |
700 |
713 |
+13 |
+1.86% |
| Salem Investment Counselors Inc. |
2,223 |
2,263 |
+40 |
+1.80% |
| Allspring Global Investments Holdings LLC |
17,170,965 |
17,449,356 |
+278,391 |
+1.62% |
| Dynamic Advisor Solutions LLC |
13,937 |
14,156 |
+219 |
+1.57% |
| Firethorn Wealth Partners LLC |
28,498 |
28,851 |
+353 |
+1.24% |
| Welch Group LLC |
15,247 |
15,433 |
+186 |
+1.22% |
| DekaBank Deutsche Girozentrale |
69,926 |
70,717 |
+791 |
+1.13% |
| Compass Financial Group INC SD |
157,783 |
159,484 |
+1,701 |
+1.08% |
| Venturi Wealth Management LLC |
852 |
861 |
+9 |
+1.06% |
| Allworth Financial LP |
3,411 |
3,444 |
+33 |
+0.97% |
| Wedmont Private Capital |
18,922 |
19,106 |
+184 |
+0.97% |
| Sowell Financial Services LLC |
30,106 |
30,376 |
+270 |
+0.90% |
| New York State Teachers Retirement System |
424,775 |
428,375 |
+3,600 |
+0.85% |
| McAdam LLC |
10,875 |
10,966 |
+91 |
+0.84% |
| Howard Financial Services LTD. |
25,370 |
25,580 |
+210 |
+0.83% |
| Larson Financial Group LLC |
2,094 |
2,104 |
+10 |
+0.48% |
| Wealthcare Advisory Partners LLC |
11,816 |
11,868 |
+52 |
+0.44% |
| Asset Management One Co. Ltd. |
194,864 |
195,548 |
+684 |
+0.35% |
| Thompson Investment Management Inc. |
50,332 |
50,490 |
+158 |
+0.31% |
| Stableford Capital II LLC |
49,243 |
49,359 |
+116 |
+0.24% |
| Moloney Securities Asset Management LLC |
13,288 |
13,314 |
+26 |
+0.20% |
| Retirement Systems of Alabama |
848,285 |
849,924 |
+1,639 |
+0.19% |
| Ritholtz Wealth Management |
14,839 |
14,858 |
+19 |
+0.13% |
| 13F Filers Reporting New Positions In NLY |
|---|
| Cedar Mountain Advisors LLC |
0 |
0 |
UNCH |
100% |
| Wesbanco Bank Inc. |
0 |
19,693 |
+19,693 |
+100% |
| UMB Bank N A MO |
0 |
132 |
+132 |
+100% |
| Westend Capital Management LLC |
0 |
505 |
+505 |
+100% |
| Confluence Investment Management LLC |
0 |
135,648 |
+135,648 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
26,549 |
+26,549 |
+100% |
| Tobam |
0 |
2,704 |
+2,704 |
+100% |
| Mather Group LLC. |
0 |
189 |
+189 |
+100% |
| Annex Advisory Services LLC |
0 |
10,885 |
+10,885 |
+100% |
| Riverview Trust Co |
0 |
1,014 |
+1,014 |
+100% |
| JJJ Advisors Inc. |
0 |
243 |
+243 |
+100% |
| MCF Advisors LLC |
0 |
2,172 |
+2,172 |
+100% |
| Kestra Private Wealth Services LLC |
0 |
63,528 |
+63,528 |
+100% |
| Intellectus Partners LLC |
0 |
35,750 |
+35,750 |
+100% |
| Ibex Wealth Advisors |
0 |
70,197 |
+70,197 |
+100% |
| SpiderRock Advisors LLC |
0 |
38,324 |
+38,324 |
+100% |
| Rise Advisors LLC |
0 |
1,486 |
+1,486 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
2,720 |
+2,720 |
+100% |
| Plan Group Financial LLC |
0 |
15,428 |
+15,428 |
+100% |
| Register Financial Advisors LLC |
0 |
1,875 |
+1,875 |
+100% |
| Norden Group LLC |
0 |
10,807 |
+10,807 |
+100% |
| Accordant Advisory Group Inc |
0 |
300 |
+300 |
+100% |
| Central Pacific Bank Trust Division |
0 |
45 |
+45 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
150 |
150 |
UNCH |
0.00% |
| Hazlett Burt & Watson Inc. |
2,000 |
2,000 |
UNCH |
0.00% |
| Huntington National Bank |
4,800 |
4,800 |
UNCH |
0.00% |
| City Holding Co. |
212 |
212 |
UNCH |
0.00% |
| NBC Securities Inc. |
1,375 |
1,375 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
1,814 |
1,814 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
72 |
72 |
UNCH |
0.00% |
| Tompkins Financial Corp |
4,500 |
4,500 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
4,000 |
4,000 |
UNCH |
0.00% |
| Optimum Investment Advisors |
250 |
250 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
222 |
222 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
1,000 |
1,000 |
UNCH |
0.00% |
| Webster Bank N. A. |
550 |
550 |
UNCH |
0.00% |
| Trust Co. of Vermont |
75 |
75 |
UNCH |
0.00% |
| First United Bank Trust |
1,727 |
1,727 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
205 |
205 |
UNCH |
0.00% |
| Private Trust Co. NA |
7,867 |
7,867 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
1,625 |
1,625 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
1,750 |
1,750 |
UNCH |
0.00% |
| Sumitomo Mitsui DS Asset Management Company Ltd |
36,436 |
36,436 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
271,290 |
271,290 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
827 |
827 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
2,403 |
2,403 |
UNCH |
0.00% |
| AMF Pensionsforsakring AB |
487,387 |
487,387 |
UNCH |
0.00% |
| JNBA Financial Advisors |
709 |
709 |
UNCH |
0.00% |
| PL Capital Advisors LLC |
152,603 |
152,603 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
40,740 |
40,740 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
1,200 |
1,200 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
250 |
250 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
2,000 |
2,000 |
UNCH |
0.00% |
| Founders Capital Management |
375 |
375 |
UNCH |
0.00% |
| Bogart Wealth LLC |
480 |
480 |
UNCH |
0.00% |
| Legacy Advisors LLC |
15,261 |
15,261 |
UNCH |
0.00% |
| First Command Advisory Services Inc. |
187 |
187 |
UNCH |
0.00% |
| Luken Investment Analytics LLC |
50 |
50 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
183 |
183 |
UNCH |
0.00% |
| Versant Capital Management Inc |
180 |
180 |
UNCH |
0.00% |
| Reitz Capital Advisors LLC |
12,912 |
12,912 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
181 |
181 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
61 |
61 |
UNCH |
0.00% |
| PSI Advisors LLC |
325 |
325 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
36,744 |
36,744 |
UNCH |
0.00% |
| H&H Retirement Design & Management INC |
14,134 |
14,134 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
1,187 |
1,187 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
7 |
7 |
UNCH |
0.00% |
| ShoreHaven Wealth Partners LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
605 |
605 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
835 |
835 |
UNCH |
0.00% |
| Activest Wealth Management |
2,604 |
2,604 |
UNCH |
0.00% |
| Financial Connections Group Inc. |
822 |
822 |
UNCH |
0.00% |
| Quent Capital LLC |
40 |
40 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
7,304 |
7,304 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
158 |
158 |
UNCH |
0.00% |
| Stephens Consulting LLC |
25 |
25 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
620 |
620 |
UNCH |
0.00% |
| Sachetta LLC |
150 |
150 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
38 |
38 |
UNCH |
0.00% |
| 13F Filers Decreasing NLY Share Count |
|---|
| Ronald Blue Trust Inc. |
703 |
38 |
-665 |
-94.59% |
| Harbor Investment Advisory LLC |
2,207 |
207 |
-2,000 |
-90.62% |
| Global Retirement Partners LLC |
21,868 |
7,361 |
-14,507 |
-66.34% |
| American Capital Advisory LLC |
46 |
16 |
-30 |
-65.22% |
| Western Wealth Management LLC |
37,670 |
13,431 |
-24,239 |
-64.35% |
| AdvisorNet Financial Inc |
1,045 |
520 |
-525 |
-50.24% |
| Fortis Group Advisors LLC |
68 |
34 |
-34 |
-50.00% |
| DNB Asset Management AS |
159,613 |
80,663 |
-78,950 |
-49.46% |
| Creative Financial Designs Inc. ADV |
6,609 |
3,679 |
-2,930 |
-44.33% |
| Handelsinvest Investeringsforvaltning |
24,888 |
16,382 |
-8,506 |
-34.18% |
| Oregon Public Employees Retirement Fund |
180,737 |
123,498 |
-57,239 |
-31.67% |
| SkyOak Wealth LLC |
16,893 |
12,108 |
-4,785 |
-28.33% |
| Wealthfront Advisers LLC |
105,963 |
76,439 |
-29,524 |
-27.86% |
| International Assets Investment Management LLC |
25,414 |
18,765 |
-6,649 |
-26.16% |
| Gradient Investments LLC |
4,444 |
3,416 |
-1,028 |
-23.13% |
| Newbridge Financial Services Group Inc. |
8,801 |
6,918 |
-1,883 |
-21.40% |
| LVZ Advisors Inc. |
29,474 |
23,430 |
-6,044 |
-20.51% |
| Dupree Financial Group LLC |
476,083 |
394,332 |
-81,751 |
-17.17% |
| Kovack Advisors Inc. |
22,116 |
18,468 |
-3,648 |
-16.49% |
| Capital Investment Advisors LLC |
102,241 |
86,727 |
-15,514 |
-15.17% |
| State of Alaska Department of Revenue |
136,784 |
117,034 |
-19,750 |
-14.44% |
| Natixis Advisors L.P. |
33,264 |
28,764 |
-4,500 |
-13.53% |
| Simplex Trading LLC |
134,637 |
117,860 |
-16,777 |
-12.46% |
| Raymond James Financial Services Advisors Inc. |
159,330 |
140,923 |
-18,407 |
-11.55% |
| Mn Services Vermogensbeheer B.V. |
226,475 |
202,175 |
-24,300 |
-10.73% |
| Stratos Wealth Partners LTD. |
12,518 |
11,358 |
-1,160 |
-9.27% |
| Cambridge Investment Research Advisors Inc. |
329,168 |
300,108 |
-29,060 |
-8.83% |
| Beacon Financial Advisory LLC |
14,140 |
12,952 |
-1,188 |
-8.40% |
| Key Client Fiduciary Advisors LLC |
149,656 |
138,942 |
-10,714 |
-7.16% |
| California Public Employees Retirement System |
720,237 |
672,288 |
-47,949 |
-6.66% |
| Nordea Investment Management AB |
34,306 |
32,717 |
-1,589 |
-4.63% |
| IFM Investors Pty Ltd |
121,808 |
116,357 |
-5,451 |
-4.48% |
| Bank of New York Mellon Corp |
4,235,467 |
4,051,049 |
-184,418 |
-4.35% |
| Nisa Investment Advisors LLC |
206,213 |
197,445 |
-8,768 |
-4.25% |
| KG&L Capital Management LLC |
34,098 |
32,748 |
-1,350 |
-3.96% |
| Pekin Hardy Strauss Inc. |
10,774 |
10,399 |
-375 |
-3.48% |
| Proffitt & Goodson Inc. |
51,976 |
50,263 |
-1,713 |
-3.30% |
| Mutual of America Capital Management LLC |
308,080 |
297,978 |
-10,102 |
-3.28% |
| Nations Financial Group Inc. IA ADV |
21,782 |
21,125 |
-657 |
-3.02% |
| American Financial Advisors LLC |
10,685 |
10,393 |
-292 |
-2.73% |
| Securian Asset Management Inc |
42,203 |
41,125 |
-1,078 |
-2.55% |
| Mutual Advisors LLC |
10,937 |
10,667 |
-270 |
-2.47% |
| Silverberg Bernstein Capital Management LLC |
11,182 |
10,932 |
-250 |
-2.24% |
| Yousif Capital Management LLC |
254,180 |
249,353 |
-4,827 |
-1.90% |
| Strategic Blueprint LLC |
13,137 |
12,894 |
-243 |
-1.85% |
| Zurcher Kantonalbank Zurich Cantonalbank |
180,310 |
178,802 |
-1,508 |
-0.84% |
| Proequities Inc. |
1,286 |
1,284 |
-2 |
-0.16% |
| Dumont & Blake Investment Advisors LLC |
34,567 |
34,537 |
-30 |
-0.09% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,019,228 |
1,018,419 |
-809 |
-0.08% |
| 13F Filers Exiting NLY |
|---|
| Prospect Financial Services LLC |
11,708 |
0 |
-11,708 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
98 |
0 |
-98 |
-100.00% |
| LGT Financial Advisors LLC |
628 |
0 |
-628 |
-100.00% |
| FSC Wealth Advisors LLC |
900 |
0 |
-900 |
-100.00% |
| Morton Brown Family Wealth LLC |
7 |
0 |
-7 |
-100.00% |
| Glassman Wealth Services |
675 |
0 |
-675 |
-100.00% |
| Triad Investment Management |
50,210 |
0 |
-50,210 |
-100.00% |
| Krane Funds Advisors LLC |
24,834 |
0 |
-24,834 |
-100.00% |
| Cutler Group LP |
3,054 |
0 |
-3,054 |
-100.00% |
| Hanson & Doremus Investment Management |
750 |
0 |
-750 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
265,000 |
0 |
-265,000 |
-100.00% |
| Los Angeles Capital Management & Equity Research Inc. |
45,140 |
0 |
-45,140 |
-100.00% |
| Central Bank & Trust Co. |
1,755 |
0 |
-1,755 |
-100.00% |
| Denali Advisors LLC |
21 |
0 |
-21 |
-100.00% |
| Park Avenue Securities LLC |
15,794 |
0 |
-15,794 |
-100.00% |
See Summary: Institutional Holders of NLY
See Details: Top 10 Hedge Funds Holding NLY
Also See: NLY Insider Buying
|
|
