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This page summarizes the VIST 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 VIST 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 VIST Share Count |
|---|
| Raymond James & Associates |
12,125 |
15,002 |
+2,877 |
+23.73% |
| Commonwealth Equity Services LLC |
6,844 |
7,555 |
+711 |
+10.39% |
| 13F Filers Reporting New Positions In VIST |
|---|
| Private Trust Co. NA |
0 |
799 |
+799 |
+100% |
| Confluence Investment Management LLC |
0 |
10,339 |
+10,339 |
+100% |
| Activest Wealth Management |
0 |
857 |
+857 |
+100% |
| Congress Wealth Management LLC DE |
0 |
7,128 |
+7,128 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Benjamin F. Edwards & Company Inc. |
185 |
185 |
UNCH |
0.00% |
| GAMMA Investing LLC |
119 |
119 |
UNCH |
0.00% |
| 13F Filers Decreasing VIST Share Count |
|---|
| Robeco Institutional Asset Management B.V. |
308,842 |
31,617 |
-277,225 |
-89.76% |
| Helikon Investments Ltd |
5,929,515 |
4,569,692 |
-1,359,823 |
-22.93% |
| Cambridge Investment Research Advisors Inc. |
24,377 |
18,819 |
-5,558 |
-22.80% |
| Cutler Group LP |
1,139 |
1,000 |
-139 |
-12.20% |
| Atlas Capital Advisors LLC |
16,021 |
15,449 |
-572 |
-3.57% |
| Deltec Asset Management LLC |
166,261 |
164,561 |
-1,700 |
-1.02% |
| 13F Filers Exiting VIST |
|---|
| Arlington Trust Co LLC |
71 |
0 |
-71 |
-100.00% |
| Spire Wealth Management |
75,775 |
0 |
-75,775 |
-100.00% |
See Summary: Institutional Holders of VIST
See Details: Top 10 Hedge Funds Holding VIST
Also See: VIST Insider Buying
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