Holdings Channel
SATS Holdings Changes image
This page summarizes the SATS 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 SATS 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing SATS Share Count
Allworth Financial LP 20 556 +536 +2680.00%
New York State Teachers Retirement System 7,579 115,360 +107,781 +1422.10%
Versant Capital Management Inc 30 309 +279 +930.00%
Yousif Capital Management LLC 11,784 54,019 +42,235 +358.41%
Zurcher Kantonalbank Zurich Cantonalbank 5,070 22,400 +17,330 +341.81%
Van ECK Associates Corp 9,411 35,846 +26,435 +280.89%
Maryland State Retirement & Pension System 11,755 43,826 +32,071 +272.83%
Lindbrook Capital LLC 315 1,170 +855 +271.43%
CWM LLC 491 1,715 +1,224 +249.29%
State of Alaska Department of Revenue 21,131 73,380 +52,249 +247.26%
BNP Paribas Arbitrage SA 31,595 106,648 +75,053 +237.55%
Silicon Valley Capital Partners 7 21 +14 +200.00%
Massmutual Trust Co. FSB ADV 40 117 +77 +192.50%
SOA Wealth Advisors LLC. 40 113 +73 +182.50%
Raymond James Financial Services Advisors Inc. 74,833 206,722 +131,889 +176.24%
Bank of New York Mellon Corp 529,885 972,255 +442,370 +83.48%
Salem Investment Counselors Inc. 24,545 28,924 +4,379 +17.84%
Raymond James & Associates 99,367 107,160 +7,793 +7.84%
Cambridge Investment Research Advisors Inc. 12,626 13,063 +437 +3.46%
Amalgamated Bank 37,356 38,415 +1,059 +2.83%
JJJ Advisors Inc. 952 961 +9 +0.95%
13F Filers Reporting New Positions In SATS
Proequities Inc. 0 0 UNCH 100%
Fifth Third Bancorp 0 1,353 +1,353 +100%
First Hawaiian Bank 0 13,859 +13,859 +100%
NBC Securities Inc. 0 105 +105 +100%
UMB Bank N A MO 0 1,220 +1,220 +100%
Natixis Advisors L.P. 0 15,955 +15,955 +100%
Farmers & Merchants Investments Inc. 0 60 +60 +100%
Private Trust Co. NA 0 19 +19 +100%
IMC Chicago LLC 0 27,323 +27,323 +100%
Parkside Financial Bank & Trust 0 13 +13 +100%
Cutler Group LP 0 104 +104 +100%
JFS Wealth Advisors LLC 0 33 +33 +100%
Alaska Permanent Fund Corp 0 41,040 +41,040 +100%
Capital Advisors Ltd. LLC 0 199 +199 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 11 +11 +100%
CKW Financial Group 0 736 +736 +100%
Krilogy Financial LLC 0 24,787 +24,787 +100%
Unison Advisors LLC 0 22,819 +22,819 +100%
Pinnacle Bank 0 66 +66 +100%
Bellevue Asset Management LLC 0 350 +350 +100%
Future Financial Wealth Managment LLC 0 70 +70 +100%
CVA Family Office LLC 0 701 +701 +100%
Citadel Investment Advisory Inc. 0 11,152 +11,152 +100%
Hexagon Capital Partners LLC 0 211 +211 +100%
Wolff Wiese Magana LLC 0 1 +1 +100%
Alliance Wealth Advisors LLC 0 35,087 +35,087 +100%
Ronald Blue Trust Inc. 0 10,496 +10,496 +100%
SJS Investment Consulting Inc. 0 14 +14 +100%
Red Tortoise LLC 0 346 +346 +100%
SYSTM Wealth Solutions LLC 0 82 +82 +100%
Arlington Trust Co LLC 0 1,403 +1,403 +100%
Private Wealth Management Group LLC 0 41 +41 +100%
13F Filers With Unchanged Share Count
Mirae Asset Global Investments Co. Ltd. 15,893 15,893 UNCH 0.00%
Harbor Advisors LLC 10,000 10,000 UNCH 0.00%
13F Filers Decreasing SATS Share Count
Denali Advisors LLC 86,015 59 -85,956 -99.93%
GAMMA Investing LLC 1,256 640 -616 -49.04%
Principal Financial Group Inc. 639,094 625,607 -13,487 -2.11%
Louisiana State Employees Retirement System 60,300 59,600 -700 -1.16%
13F Filers Exiting SATS
Spire Wealth Management 185 0 -185 -100.00%
Oak Thistle LLC 89,502 0 -89,502 -100.00%
GPS Wealth Strategies Group LLC 225 0 -225 -100.00%
Exchange Traded Concepts LLC 29,422 0 -29,422 -100.00%
Janney Montgomery Scott LLC 29,066 0 -29,066 -100.00%

See Summary: Institutional Holders of SATS
See Details: Top 10 Hedge Funds Holding SATS
Also See: SATS Insider Buying

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