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This page summarizes the TRTY 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 TRTY 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 TRTY Share Count |
|---|
| Fermata Advisors LLC |
137,578 |
142,918 |
+5,340 |
+3.88% |
| Lincoln National Corp |
44,829 |
46,327 |
+1,498 |
+3.34% |
| JJJ Advisors Inc. |
54 |
55 |
+1 |
+1.85% |
| Parallel Advisors LLC |
418 |
424 |
+6 |
+1.44% |
| 13F Filers Reporting New Positions In TRTY |
|---|
| Wells Fargo & Company MN |
0 |
0 |
UNCH |
100% |
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| FMR LLC |
0 |
1 |
+1 |
+100% |
| Susquehanna International Group LLP |
0 |
24,754 |
+24,754 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Adviser Investments LLC |
15,277 |
15,277 |
UNCH |
0.00% |
| ALM First Financial Advisors LLC |
1,825,000 |
1,825,000 |
UNCH |
0.00% |
| 13F Filers Decreasing TRTY Share Count |
|---|
| UBS Group AG |
3,378 |
115 |
-3,263 |
-96.60% |
| HighTower Advisors LLC |
39,337 |
21,365 |
-17,972 |
-45.69% |
| Advisor Group Holdings Inc. |
3,654 |
2,179 |
-1,475 |
-40.37% |
| LPL Financial LLC |
10,671 |
9,897 |
-774 |
-7.25% |
See Summary: Institutional Holders of TRTY
See Details: Top 10 Hedge Funds Holding TRTY
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