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This page summarizes the TOWN 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 TOWN 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 TOWN Share Count |
|---|
| Compton Wealth Advisory Group LLC |
8,850 |
10,007 |
+1,157 |
+13.07% |
| Ellsworth Advisors LLC |
9,924 |
10,105 |
+181 |
+1.82% |
| SummerHaven Investment Management LLC |
30,291 |
30,618 |
+327 |
+1.08% |
| 13F Filers Reporting New Positions In TOWN |
|---|
| Robeco Institutional Asset Management B.V. |
0 |
24,000 |
+24,000 |
+100% |
| nVerses Capital LLC |
0 |
3,000 |
+3,000 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Equitable Trust Co. |
42,811 |
42,811 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
283 |
283 |
UNCH |
0.00% |
| Salzhauer Michael |
30,533 |
30,533 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
12,522 |
12,522 |
UNCH |
0.00% |
| CWM LLC |
27 |
27 |
UNCH |
0.00% |
| Allworth Financial LP |
51 |
51 |
UNCH |
0.00% |
| Arbor Investment Advisors LLC |
17,462 |
17,462 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
2,660 |
2,660 |
UNCH |
0.00% |
| Versant Capital Management Inc |
533 |
533 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
95 |
95 |
UNCH |
0.00% |
| Bay Rivers Group |
17,378 |
17,378 |
UNCH |
0.00% |
| Eudaimonia Partners LLC |
11,287 |
11,287 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
18 |
18 |
UNCH |
0.00% |
| City State Bank |
300 |
300 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
7,859 |
7,859 |
UNCH |
0.00% |
| GAMMA Investing LLC |
46 |
46 |
UNCH |
0.00% |
| 13F Filers Decreasing TOWN Share Count |
|---|
| Amalgamated Bank |
6,189 |
2,431 |
-3,758 |
-60.72% |
| Lindbrook Capital LLC |
334 |
212 |
-122 |
-36.53% |
| Raymond James Financial Services Advisors Inc. |
68,650 |
60,191 |
-8,459 |
-12.32% |
| Raymond James & Associates |
209,063 |
183,882 |
-25,181 |
-12.04% |
| Cambridge Investment Research Advisors Inc. |
16,387 |
15,422 |
-965 |
-5.89% |
| Bank of New York Mellon Corp |
506,648 |
483,783 |
-22,865 |
-4.51% |
| Financial Security Advisor Inc. |
35,973 |
35,101 |
-872 |
-2.42% |
| BCS Wealth Management |
14,525 |
14,303 |
-222 |
-1.53% |
| 13F Filers Exiting TOWN |
|---|
| Canvas Wealth Advisors LLC |
12,110 |
0 |
-12,110 |
-100.00% |
| Dakota Wealth Management |
13,370 |
0 |
-13,370 |
-100.00% |
| Hendershot Investments Inc. |
10,644 |
0 |
-10,644 |
-100.00% |
See Summary: Institutional Holders of TOWN
See Details: Top 10 Hedge Funds Holding TOWN
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