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This page summarizes the RMT 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 RMT 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 RMT Share Count |
|---|
| Blue Bell Private Wealth Management LLC |
203,502 |
228,790 |
+25,288 |
+12.43% |
| Flagship Harbor Advisors LLC |
352,208 |
361,560 |
+9,352 |
+2.66% |
| Sapient Capital LLC |
85,680 |
87,292 |
+1,612 |
+1.88% |
| Ehrlich Financial Group |
10,396 |
10,476 |
+80 |
+0.77% |
| 13F Filers With Unchanged Share Count |
|---|
| First Financialcorp IN |
358 |
358 |
UNCH |
0.00% |
| Barrett & Company Inc. |
3,250 |
3,250 |
UNCH |
0.00% |
| Raymond James Trust N.A. |
17,322 |
17,322 |
UNCH |
0.00% |
| First Financial Bank Trust Division |
10,741 |
10,741 |
UNCH |
0.00% |
| Brown Advisory Inc. |
83,699 |
83,699 |
UNCH |
0.00% |
| Hunter Perkins Capital Management LLC |
16,351 |
16,351 |
UNCH |
0.00% |
| Spire Wealth Management |
5,479 |
5,479 |
UNCH |
0.00% |
| Prairie Sky Financial Group LLC |
26,676 |
26,676 |
UNCH |
0.00% |
| 13F Filers Decreasing RMT Share Count |
|---|
| Diversified Trust Co |
23,390 |
16,394 |
-6,996 |
-29.91% |
| Cambridge Investment Research Advisors Inc. |
57,799 |
49,050 |
-8,749 |
-15.14% |
| Raymond James Financial Services Advisors Inc. |
30,426 |
28,090 |
-2,336 |
-7.68% |
| Stratos Wealth Partners LTD. |
14,178 |
13,253 |
-925 |
-6.52% |
| Raymond James & Associates |
319,549 |
304,569 |
-14,980 |
-4.69% |
| Allspring Global Investments Holdings LLC |
1,463,810 |
1,431,325 |
-32,485 |
-2.22% |
| 13F Filers Exiting RMT |
|---|
| Advisor Resource Council |
28,215 |
0 |
-28,215 |
-100.00% |
| International Assets Investment Management LLC |
23,186 |
0 |
-23,186 |
-100.00% |
| Wealthcare Advisory Partners LLC |
20,920 |
0 |
-20,920 |
-100.00% |
See Summary: Institutional Holders of RMT
See Details: Top 10 Hedge Funds Holding RMT
Also See: RMT Insider Buying
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