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This page summarizes the QYLG 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 QYLG 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 QYLG Share Count |
|---|
| Avantax Advisory Services Inc. |
11,671 |
15,403 |
+3,732 |
+31.98% |
| Raymond James Financial Services Advisors Inc. |
42,854 |
56,313 |
+13,459 |
+31.41% |
| Advisor Group Holdings Inc. |
148,110 |
178,507 |
+30,397 |
+20.52% |
| Cetera Advisors LLC |
50,350 |
55,727 |
+5,377 |
+10.68% |
| LPL Financial LLC |
109,384 |
118,689 |
+9,305 |
+8.51% |
| IFP Advisors Inc |
9,213 |
9,903 |
+690 |
+7.49% |
| Southland Equity Partners LLC |
8,842 |
9,278 |
+436 |
+4.93% |
| Gladstone Institutional Advisory LLC |
143,368 |
150,344 |
+6,976 |
+4.87% |
| Royal Bank of Canada |
6,386 |
6,602 |
+216 |
+3.38% |
| Dynamic Advisor Solutions LLC |
10,253 |
10,340 |
+87 |
+0.85% |
| 13F Filers Reporting New Positions In QYLG |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Principal Securities Inc. |
0 |
2,278 |
+2,278 |
+100% |
| FMR LLC |
0 |
500 |
+500 |
+100% |
| Morgan Stanley |
0 |
2 |
+2 |
+100% |
| National Asset Management Inc. |
0 |
7,110 |
+7,110 |
+100% |
| Tower Research Capital LLC TRC |
0 |
51 |
+51 |
+100% |
| Financial Management Professionals Inc. |
0 |
38 |
+38 |
+100% |
| UBS Group AG |
0 |
833 |
+833 |
+100% |
| Geneos Wealth Management Inc. |
0 |
49 |
+49 |
+100% |
| International Assets Investment Management LLC |
0 |
144,984 |
+144,984 |
+100% |
| Aspect Partners LLC |
0 |
25 |
+25 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Bank of Montreal Can |
630 |
630 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
10 |
10 |
UNCH |
0.00% |
| Lifeworks Advisors LLC |
13,798 |
13,798 |
UNCH |
0.00% |
| Collaborative Wealth Managment Inc. |
11,369 |
11,369 |
UNCH |
0.00% |
| 13F Filers Decreasing QYLG Share Count |
|---|
| Bank of America Corp DE |
167,524 |
60,922 |
-106,602 |
-63.63% |
| Private Advisor Group LLC |
591,329 |
388,622 |
-202,707 |
-34.28% |
| Simplex Trading LLC |
76 |
52 |
-24 |
-31.58% |
| OLD Mission Capital LLC |
41,544 |
30,303 |
-11,241 |
-27.06% |
| Commonwealth Equity Services LLC |
10,030 |
7,593 |
-2,437 |
-24.30% |
| 13F Filers Exiting QYLG |
|---|
| Cutler Group LP |
200 |
0 |
-200 |
-100.00% |
| Susquehanna International Group LLP |
26,764 |
0 |
-26,764 |
-100.00% |
| Cambridge Investment Research Advisors Inc. |
8,328 |
0 |
-8,328 |
-100.00% |
| Wells Fargo & Company MN |
787 |
0 |
-787 |
-100.00% |
See Summary: Institutional Holders of QYLG
See Details: Top 10 Hedge Funds Holding QYLG
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