Filing Research | HVT - HAVERTY FURNITURE COS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	CWA Asset Management Group, LLC	Shares	144.0KSH	$3.7M
2	TECTONIC ADVISORS LLC	Shares	62.7KSH	$1.6M
3	JAMES INVESTMENT RESEARCH, INC.	Shares	14.0KSH	$357.0K
4	SIGNATUREFD, LLC	Shares	5.7KSH	$146.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	4.9KSH	$124.8K
6	HIGHLINE WEALTH PARTNERS LLC	Shares	3.7KSH	$94.5K
7	Versant Capital Management, Inc	Shares	1.9KSH	$49.0K
8	EverSource Wealth Advisors, LLC	Shares	938SH	$23.9K
9	GAMMA Investing LLC	Shares	802SH	$20.5K
10	Farther Finance Advisors, LLC	Shares	679SH	$17.3K
11	SBI Securities Co., Ltd.	Shares	157SH	$4.0K
12	IFP Advisors, Inc	Shares	100SH	$2.6K
13	MJT & Associates Financial Advisory Group, Inc.	Shares	88SH	$2.2K
14	SJS Investment Consulting Inc.	Shares	11SH	$281
15	MassMutual Private Wealth & Trust, FSB	Shares	7SH	$179
16	True Wealth Design, LLC	Shares	6SH	$154
17	State of Alaska, Department of Revenue	Shares	1.9KSH	$49
18	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$26

Manager changes2026-06-30 vs 2026-03-31

18 / 18 loaded

#		Instrument
1	CWA Asset Management Group, LLC unchanged	Shares	0	+$626.4K	$3.7M
2	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$60.8K	$357.0K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+1.8K	+$58.6K	$124.8K
4	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$16.1K	$94.5K
5	Farther Finance Advisors, LLC added	Shares	+590	+$15.4K	$17.3K
6	Versant Capital Management, Inc added	Shares	+272	+$14.1K	$49.0K
7	EverSource Wealth Advisors, LLC added	Shares	+240	+$9.2K	$23.9K
8	GAMMA Investing LLC trimmed	Shares	-27	+$2.9K	$20.5K
9	IFP Advisors, Inc added	Shares	+28	+$1.0K	$2.6K
10	SBI Securities Co., Ltd. added	Shares	+1	+$704	$4.0K
11	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	+$383	$2.2K
12	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$31	$179
13	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$26	$26
14	State of Alaska, Department of Revenue unchanged	Shares	0	+$8	$49
15	SJS Investment Consulting Inc. trimmed	Shares	-2	+$5	$281
16	True Wealth Design, LLC trimmed	Shares	-16	-$312	$154
17	SIGNATUREFD, LLC trimmed	Shares	-1.9K	-$14.8K	$146.2K
18	TECTONIC ADVISORS LLC trimmed	Shares	-25.3K	-$263.1K	$1.6M

Filing Research | HVT - HAVERTY FURNITURE COS INC Institutional Holdings