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This page summarizes the SHDG 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 SHDG 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 SHDG Share Count |
Apexium Financial LP |
4,732,624 |
4,751,068 |
+18,444 |
+0.39% |
13F Filers Reporting New Positions In SHDG |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Susquehanna International Group LLP |
0 |
12,982 |
+12,982 |
+100% |
13F Filers With Unchanged Share Count |
Richard P Slaughter Associates Inc |
9,285 |
9,285 |
UNCH |
0.00% |
Navis Wealth Advisors LLC |
10,555 |
10,555 |
UNCH |
0.00% |
13F Filers Decreasing SHDG Share Count |
Advisory Services Network LLC |
21,478 |
19,108 |
-2,370 |
-11.03% |
See Summary: Institutional Holders of SHDG
See Details: Top 10 Hedge Funds Holding SHDG
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