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This page summarizes the USPH 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 USPH 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 USPH Share Count |
|---|
| Benjamin F. Edwards & Company Inc. |
149 |
549 |
+400 |
+268.46% |
| Global Retirement Partners LLC |
26 |
72 |
+46 |
+176.92% |
| Nisa Investment Advisors LLC |
10 |
24 |
+14 |
+140.00% |
| GSA Capital Partners LLP |
3,760 |
7,909 |
+4,149 |
+110.35% |
| CWM LLC |
76 |
128 |
+52 |
+68.42% |
| Signaturefd LLC |
22 |
32 |
+10 |
+45.45% |
| GAMMA Investing LLC |
58 |
84 |
+26 |
+44.83% |
| Benjamin Edwards Inc. |
1,692 |
2,343 |
+651 |
+38.48% |
| Trust Point Inc. |
5,041 |
6,947 |
+1,906 |
+37.81% |
| Norden Group LLC |
3,293 |
4,528 |
+1,235 |
+37.50% |
| Park Place Capital Corp |
188 |
232 |
+44 |
+23.40% |
| Proequities Inc. |
543 |
622 |
+79 |
+14.55% |
| Chatham Capital Group Inc. |
16,950 |
19,400 |
+2,450 |
+14.45% |
| Portside Wealth Group LLC |
4,419 |
4,815 |
+396 |
+8.96% |
| Raymond James & Associates |
15,699 |
16,819 |
+1,120 |
+7.13% |
| BNP Paribas Arbitrage SA |
7,335 |
7,837 |
+502 |
+6.84% |
| Copeland Capital Management LLC |
746,676 |
770,221 |
+23,545 |
+3.15% |
| Lindbrook Capital LLC |
55 |
56 |
+1 |
+1.82% |
| Bridge City Capital LLC |
36,590 |
37,198 |
+608 |
+1.66% |
| Allworth Financial LP |
168 |
170 |
+2 |
+1.19% |
| Albert D Mason Inc. |
10,378 |
10,489 |
+111 |
+1.07% |
| Conestoga Capital Advisors LLC |
14,930 |
15,075 |
+145 |
+0.97% |
| Legacy Wealth Asset Management LLC |
8,478 |
8,527 |
+49 |
+0.58% |
| Principal Financial Group Inc. |
81,390 |
81,736 |
+346 |
+0.43% |
| Peregrine Capital Management LLC |
95,061 |
95,081 |
+20 |
+0.02% |
| 13F Filers Reporting New Positions In USPH |
|---|
| UMB Bank N A MO |
0 |
6 |
+6 |
+100% |
| Harbor Investment Advisory LLC |
0 |
16 |
+16 |
+100% |
| Mather Group LLC. |
0 |
35 |
+35 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
303 |
+303 |
+100% |
| TFC Financial Management |
0 |
1 |
+1 |
+100% |
| Precision Wealth Strategies LLC |
0 |
1,951 |
+1,951 |
+100% |
| Ronald Blue Trust Inc. |
0 |
61 |
+61 |
+100% |
| SYSTM Wealth Solutions LLC |
0 |
2,372 |
+2,372 |
+100% |
| Smartleaf Asset Management LLC |
0 |
11 |
+11 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Farmers & Merchants Investments Inc. |
11 |
11 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
1,675 |
1,675 |
UNCH |
0.00% |
| Legato Capital Management LLC |
10,574 |
10,574 |
UNCH |
0.00% |
| Parkside Financial Bank & Trust |
4 |
4 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
1,002 |
1,002 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
22 |
22 |
UNCH |
0.00% |
| Centerpoint Advisors LLC |
180 |
180 |
UNCH |
0.00% |
| Versant Capital Management Inc |
12 |
12 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
5,447 |
5,447 |
UNCH |
0.00% |
| CVA Family Office LLC |
128 |
128 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
1,001 |
1,001 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
43 |
43 |
UNCH |
0.00% |
| LGT Financial Advisors LLC |
24 |
24 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
34 |
34 |
UNCH |
0.00% |
| 13F Filers Decreasing USPH Share Count |
|---|
| Amalgamated Bank |
6,456 |
4,630 |
-1,826 |
-28.28% |
| Daiwa Securities Group Inc. |
25,522 |
19,822 |
-5,700 |
-22.33% |
| True North Advisors LLC |
6,019 |
5,151 |
-868 |
-14.42% |
| Yousif Capital Management LLC |
7,479 |
6,789 |
-690 |
-9.23% |
| Oregon Public Employees Retirement Fund |
4,388 |
3,988 |
-400 |
-9.12% |
| Huntington National Bank |
360 |
335 |
-25 |
-6.94% |
| New York State Teachers Retirement System |
4,786 |
4,486 |
-300 |
-6.27% |
| State of New Jersey Common Pension Fund D |
29,208 |
27,641 |
-1,567 |
-5.36% |
| Park Avenue Securities LLC |
3,283 |
3,111 |
-172 |
-5.24% |
| South Dakota Investment Council |
18,235 |
17,335 |
-900 |
-4.94% |
| Azzad Asset Management Inc. ADV |
16,856 |
16,188 |
-668 |
-3.96% |
| Commerce Bank |
3,573 |
3,438 |
-135 |
-3.78% |
| Bank of New York Mellon Corp |
157,750 |
151,941 |
-5,809 |
-3.68% |
| Riverbridge Partners LLC |
387,478 |
376,725 |
-10,753 |
-2.78% |
| Cambiar Investors LLC |
20,803 |
20,305 |
-498 |
-2.39% |
| Martin Capital Advisors LLP |
13,282 |
13,002 |
-280 |
-2.11% |
| Fifth Third Bancorp |
961 |
942 |
-19 |
-1.98% |
| Natixis Advisors L.P. |
22,852 |
22,455 |
-397 |
-1.74% |
| Mutual of America Capital Management LLC |
2,623 |
2,582 |
-41 |
-1.56% |
| NBC Securities Inc. |
7,693 |
7,574 |
-119 |
-1.55% |
| Louisiana State Employees Retirement System |
7,500 |
7,400 |
-100 |
-1.33% |
| Wealth Enhancement Advisory Services LLC |
3,304 |
3,261 |
-43 |
-1.30% |
| State of Alaska Department of Revenue |
9,220 |
9,130 |
-90 |
-0.98% |
| Victory Capital Management Inc. |
42,735 |
42,379 |
-356 |
-0.83% |
| Boston Trust Walden Corp |
546,958 |
544,166 |
-2,792 |
-0.51% |
| Rice Hall James & Associates LLC |
28,102 |
28,009 |
-93 |
-0.33% |
| 13F Filers Exiting USPH |
|---|
| Turtle Creek Wealth Advisors LLC |
23 |
0 |
-23 |
-100.00% |
| International Assets Investment Management LLC |
2,717 |
0 |
-2,717 |
-100.00% |
| Semanteon Capital Management LP |
8,236 |
0 |
-8,236 |
-100.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
75 |
0 |
-75 |
-100.00% |
| Gradient Investments LLC |
12 |
0 |
-12 |
-100.00% |
| BOK Financial Private Wealth Inc. |
23 |
0 |
-23 |
-100.00% |
See Summary: Institutional Holders of USPH
See Details: Top 10 Hedge Funds Holding USPH
Also See: USPH Insider Buying
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