August 2024 144 Market Report
Aggregate 144 Market Volume
In August 2024, the total reported value of Form 144s increased 38% from July, driven by a 241% rise in the value of discretionary disclosures. Similarly, the number of shares and filings not pursuant to Rule 10b5-1 surged 132% and 129%, respectively. Compared to August 2023, the value of Form 144s, number of shares, and number of filings increased across the board. In particular, the value of Form 144s increased dramatically year-over-year, with the value of discretionary filings jumping 133% and the value of planned filings rising 75%. This increase in value may have been propelled by the market at large as it reached new heights in August 2024.
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Top 5 Brokers for August 2024
In August, BMO Financial rose to the top of the broker rankings due to their role in brokering last month's largest filing (see table, next page). Bank of America took second place for total value brokered last month. Morgan Stanley came in third place in value, but again placed first in number of shares and filings. Charles Schwab placed fourth, and JP Morgan rounded out August's top 5 brokers in fifth place.
Top Filers for August 2024
| Filer | Company | Broker | Value(M) | Shares(M) |
| Mastercard Foundation | Mastercard - [MA] | BMO Financial | $3,583.0 | 7.80 |
| TD Luxembourg Intl | Charles Schwab Corp - [SCHW] | BofA/Schwab | $2,626.0 | 40.50 |
| Walgreens Boots Alliance | Cencora - [COR] | Goldman Sachs | $830.9 | 3.40 |