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This page summarizes the SAMT 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 SAMT 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 SAMT Share Count |
|---|
| Parallel Advisors LLC |
100 |
1,200 |
+1,100 |
+1100.00% |
| Armor Investment Advisors LLC |
91,991 |
98,041 |
+6,050 |
+6.58% |
| Archford Capital Strategies LLC |
163,479 |
168,482 |
+5,003 |
+3.06% |
| Triangle Securities Wealth Management |
279,196 |
281,885 |
+2,689 |
+0.96% |
| 13F Filers Reporting New Positions In SAMT |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Wells Fargo & Company MN |
0 |
767 |
+767 |
+100% |
| CIBC Private Wealth Group LLC |
0 |
2,070 |
+2,070 |
+100% |
| Mutual Advisors LLC |
0 |
9,670 |
+9,670 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Holderness Investments Co. |
33,900 |
33,900 |
UNCH |
0.00% |
| 13F Filers Decreasing SAMT Share Count |
|---|
| UBS Group AG |
2,261 |
273 |
-1,988 |
-87.93% |
| CI Private Wealth LLC |
106,995 |
56,199 |
-50,796 |
-47.48% |
| Envestnet Asset Management Inc. |
433,957 |
334,959 |
-98,998 |
-22.81% |
| Fortem Financial Group LLC |
108,800 |
102,676 |
-6,124 |
-5.63% |
| Cambridge Advisors Inc. |
31,202 |
29,853 |
-1,349 |
-4.32% |
| Greenwich Wealth Management LLC |
37,057 |
35,622 |
-1,435 |
-3.87% |
| Beaumont Financial Advisors LLC |
421,116 |
410,712 |
-10,404 |
-2.47% |
See Summary: Institutional Holders of SAMT
See Details: Top 10 Hedge Funds Holding SAMT
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