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This page summarizes the OIA holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether OIA 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 | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing OIA Share Count |
|---|
| JPMorgan Chase & Co. |
1 |
561 |
+560 |
+56000.00% |
| Farther Finance Advisors LLC |
29,136 |
67,930 |
+38,794 |
+133.15% |
| GWM Advisors LLC |
26,580 |
52,952 |
+26,372 |
+99.22% |
| Susquehanna International Group LLP |
11,513 |
19,106 |
+7,593 |
+65.95% |
| Van ECK Associates Corp |
179,883 |
261,713 |
+81,830 |
+45.49% |
| Ameriprise Financial Inc. |
486,575 |
659,405 |
+172,830 |
+35.52% |
| Truist Financial Corp |
13,750 |
18,250 |
+4,500 |
+32.73% |
| Raymond James & Associates |
71,086 |
91,826 |
+20,740 |
+29.18% |
| Prospera Financial Services Inc |
17,940 |
22,154 |
+4,214 |
+23.49% |
| Cambridge Investment Research Advisors Inc. |
37,924 |
45,189 |
+7,265 |
+19.16% |
| UBS Group AG |
403,621 |
455,006 |
+51,385 |
+12.73% |
| Guggenheim Capital LLC |
810,648 |
909,558 |
+98,910 |
+12.20% |
| Bank of America Corp DE |
695,426 |
747,206 |
+51,780 |
+7.45% |
| Melfa Wealth Management LLC |
71,605 |
75,200 |
+3,595 |
+5.02% |
| Raymond James Financial Services Advisors Inc. |
134,834 |
139,275 |
+4,441 |
+3.29% |
| LPL Financial LLC |
167,323 |
171,032 |
+3,709 |
+2.22% |
| Lincoln National Corp |
18,160 |
18,412 |
+252 |
+1.39% |
| HighTower Advisors LLC |
48,527 |
49,199 |
+672 |
+1.38% |
| RFG Advisory LLC |
17,785 |
17,946 |
+161 |
+0.91% |
| Insight Wealth Strategies LLC |
37,544 |
37,755 |
+211 |
+0.56% |
| Royal Bank of Canada |
52,312 |
52,437 |
+125 |
+0.24% |
| National Asset Management Inc. |
19,557 |
19,590 |
+33 |
+0.17% |
| 13F Filers Reporting New Positions In OIA |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Financial Counselors Inc. |
0 |
43,009 |
+43,009 |
+100% |
| Nomura Holdings Inc. |
0 |
17,887 |
+17,887 |
+100% |
| Mariner LLC |
0 |
32,558 |
+32,558 |
+100% |
| Captrust Financial Advisors |
0 |
14,090 |
+14,090 |
+100% |
| Virtu Financial LLC |
0 |
12,987 |
+12,987 |
+100% |
| Landscape Capital Management L.L.C. |
0 |
40,169 |
+40,169 |
+100% |
| Creative Planning |
0 |
10,697 |
+10,697 |
+100% |
| Advisory Services Network LLC |
0 |
33 |
+33 |
+100% |
| Napa Wealth Management |
0 |
30,944 |
+30,944 |
+100% |
| Moors & Cabot Inc. |
0 |
40,000 |
+40,000 |
+100% |
| Kestra Private Wealth Services LLC |
0 |
10,516 |
+10,516 |
+100% |
| Genesee Capital Advisors LLC |
0 |
17,830 |
+17,830 |
+100% |
| Advisor Resource Council |
0 |
69,162 |
+69,162 |
+100% |
| Fortitude Advisory Group L.L.C. |
0 |
13,468 |
+13,468 |
+100% |
| Burford Brothers Inc. |
0 |
36,720 |
+36,720 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Fifth Third Bancorp |
1,201 |
1,201 |
UNCH |
0.00% |
| Private Trust Co. NA |
1,200 |
1,200 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
5 |
5 |
UNCH |
0.00% |
| CWM LLC |
830 |
830 |
UNCH |
0.00% |
| Modera Wealth Management LLC |
15,763 |
15,763 |
UNCH |
0.00% |
| Camelot Portfolios LLC |
20,000 |
20,000 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
500 |
500 |
UNCH |
0.00% |
| Arete Wealth Advisors LLC |
25,220 |
25,220 |
UNCH |
0.00% |
| AE Wealth Management LLC |
10,151 |
10,151 |
UNCH |
0.00% |
| Providence First Trust Co |
26,000 |
26,000 |
UNCH |
0.00% |
| Fairhaven Wealth Management LLC |
18,450 |
18,450 |
UNCH |
0.00% |
| Key Financial Inc |
1,000 |
1,000 |
UNCH |
0.00% |
| 13F Filers Decreasing OIA Share Count |
|---|
| Cetera Advisor Networks LLC |
362,031 |
18,719 |
-343,312 |
-94.83% |
| Commonwealth Equity Services LLC |
369,985 |
205,832 |
-164,153 |
-44.37% |
| Silverlake Wealth Management LLC |
24,449 |
16,857 |
-7,592 |
-31.05% |
| Invesco Ltd. |
173,201 |
120,254 |
-52,947 |
-30.57% |
| Morgan Stanley |
469,730 |
365,345 |
-104,385 |
-22.22% |
| Wells Fargo & Company MN |
96,477 |
77,384 |
-19,093 |
-19.79% |
| United Capital Financial Advisers LLC |
12,563 |
10,545 |
-2,018 |
-16.06% |
| Baird Financial Group Inc. |
57,254 |
53,229 |
-4,025 |
-7.03% |
| Rockefeller Capital Management L.P. |
60,006 |
56,404 |
-3,602 |
-6.00% |
| The PNC Financial Services Group Inc. |
21,274 |
20,005 |
-1,269 |
-5.97% |
| IHT Wealth Management LLC |
85,431 |
81,276 |
-4,155 |
-4.86% |
| Advisor Group Holdings Inc. |
371,231 |
360,166 |
-11,065 |
-2.98% |
| Northwestern Mutual Wealth Management Co. |
81,176 |
79,024 |
-2,152 |
-2.65% |
| MML Investors Services LLC |
92,662 |
91,945 |
-717 |
-0.77% |
| 13F Filers Exiting OIA |
|---|
| Keudell Morrison Wealth Management |
18,395 |
0 |
-18,395 |
-100.00% |
| Graves Light Private Wealth Management Inc. |
12,180 |
0 |
-12,180 |
-100.00% |
| Steward Partners Investment Advisory LLC |
9,500 |
0 |
-9,500 |
-100.00% |
| Stifel Financial Corp |
16,715 |
0 |
-16,715 |
-100.00% |
See Summary: Institutional Holders of OIA
See Details: Top 10 Hedge Funds Holding OIA
Also See: OIA Insider Buying
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