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This page summarizes the QLTY 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 QLTY 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 QLTY Share Count |
|---|
| Parallel Advisors LLC |
350 |
4,646 |
+4,296 |
+1227.43% |
| Commonwealth Equity Services LLC |
11,113 |
79,641 |
+68,528 |
+616.65% |
| Mutual Advisors LLC |
7,700 |
29,140 |
+21,440 |
+278.44% |
| Verum Partners LLC |
55,752 |
196,227 |
+140,475 |
+251.96% |
| Colony Family Offices LLC |
20,663 |
67,482 |
+46,819 |
+226.58% |
| New England Private Wealth Advisors LLC |
26,771 |
53,049 |
+26,278 |
+98.16% |
| Janney Montgomery Scott LLC |
10,400 |
11,278 |
+878 |
+8.44% |
| 13F Filers Reporting New Positions In QLTY |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Pinnacle Associates Ltd. |
0 |
548,868 |
+548,868 |
+100% |
| StoneX Group Inc. |
0 |
35,699 |
+35,699 |
+100% |
| Nations Financial Group Inc. IA ADV |
0 |
7,300 |
+7,300 |
+100% |
| Crestwood Advisors Group LLC |
0 |
13,099 |
+13,099 |
+100% |
| Raymond James Financial Services Advisors Inc. |
0 |
125,187 |
+125,187 |
+100% |
| David R. Rahn & Associates Inc. |
0 |
7,670 |
+7,670 |
+100% |
| AIA Group Ltd |
0 |
3,443,929 |
+3,443,929 |
+100% |
| Annex Advisory Services LLC |
0 |
277,599 |
+277,599 |
+100% |
| Allworth Financial LP |
0 |
4,017,325 |
+4,017,325 |
+100% |
| Joel Isaacson & Co. LLC |
0 |
7,427 |
+7,427 |
+100% |
| Wealth Enhancement Advisory Services LLC |
0 |
8,926 |
+8,926 |
+100% |
| FFT Wealth Management LLC |
0 |
158,864 |
+158,864 |
+100% |
| LGL Partners LLC |
0 |
130,636 |
+130,636 |
+100% |
| Princeton Global Asset Management LLC |
0 |
31,509 |
+31,509 |
+100% |
| Auxano Advisors LLC |
0 |
110,951 |
+110,951 |
+100% |
| Canvas Wealth Advisors LLC |
0 |
13,229 |
+13,229 |
+100% |
| Financial Connections Group Inc. |
0 |
1,000 |
+1,000 |
+100% |
| KFG Wealth Management LLC |
0 |
9,760 |
+9,760 |
+100% |
| Lam Group Inc. |
0 |
2,795 |
+2,795 |
+100% |
| New Republic Capital LLC |
0 |
56,385 |
+56,385 |
+100% |
| Envestnet Portfolio Solutions Inc. |
0 |
10,026 |
+10,026 |
+100% |
| Edge Financial Advisors LLC |
0 |
11,908 |
+11,908 |
+100% |
| Sprinkle Financial Consultants LLC |
0 |
40,186 |
+40,186 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Coston McIsaac & Partners |
7 |
7 |
UNCH |
0.00% |
| 13F Filers Decreasing QLTY Share Count |
|---|
| Susquehanna International Group LLP |
28,762 |
13,512 |
-15,250 |
-53.02% |
See Summary: Institutional Holders of QLTY
See Details: Top 10 Hedge Funds Holding QLTY
Also See: QLTY Insider Buying
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