 |
|
|
This page summarizes the SCD 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 SCD 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 SCD Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
742,852 |
862,607 |
+119,755 |
+16.12% |
| Chapin Davis Inc. |
48,062 |
50,952 |
+2,890 |
+6.01% |
| Raymond James & Associates |
892,758 |
897,648 |
+4,890 |
+0.55% |
| Spire Wealth Management |
3,205 |
3,209 |
+4 |
+0.12% |
| 13F Filers Reporting New Positions In SCD |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Private Advisor Group LLC |
0 |
13,903 |
+13,903 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Cambridge Investment Research Advisors Inc. |
18,008 |
18,008 |
UNCH |
0.00% |
| Allworth Financial LP |
503 |
503 |
UNCH |
0.00% |
| International Assets Investment Management LLC |
13,226 |
13,226 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
593 |
593 |
UNCH |
0.00% |
| 13F Filers Decreasing SCD Share Count |
|---|
| Blue Bell Private Wealth Management LLC |
10,320 |
2,062 |
-8,258 |
-80.02% |
| 13F Filers Exiting SCD |
|---|
| CWM LLC |
267 |
0 |
-267 |
-100.00% |
See Summary: Institutional Holders of SCD
See Details: Top 10 Hedge Funds Holding SCD
Also See: SCD Insider Buying
|
|
