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Get Institutions for : 
Citigrp Fdng Eqty Intel (EDF)  
$5.50 0.18 (3.17%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    10
Total shares held : 
 2,780,992  
% of shares held : 
 17.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 752,774  
% of shares held change : 
   4.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $4.32  
Last Quarter's Ending Price : 
 $5.41  
Last Quarter's Average Price : 
 $4.71  
Change from last quarter's     
avg. price to the last closing  : 
0.79 (16.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 907,935
 32.65%
 
Increased Positions :
15
 421,817
 15.17%
 
Unchanged Positions :
5
 14,100
 0.51%
 
Decreased Positions :
4
-537,978
-19.34%
 
Closed Positions :
4
-39,000
-1.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 3906 - 2024-03-31 826,057 $4,469,000 205,347
   Goss Wealth Management LLC 834 - 2024-03-31 253,783 $1,373,000 -22,623
   Kestra Advisory Services LLC 1056 - 2024-03-31 247,795 $1,341,000 -3,712
   WEDBUSH MORGAN SECURITIES INC 352 - 2024-03-31 204,203 $1,105,000 23,035
   LPL FINANCIAL CORP 3166 - 2024-03-31 175,807 $951,000 15,696
   Moors & Cabot Inc. 379 - 2024-03-31 135,996 $736,000 -2,846
   Dynamic Advisors Solutions LLC 527 - 2024-03-31 125,737 $680,000 -5,540
   UBS Group AG 4351 - 2024-03-31 62,133 $336,000 7,005
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2807 - 2024-03-31 56,724 $307,000 21,917
   Arlington Capital Management Inc. 65 - 2024-03-31 54,295 $294,000 2,901
   JANNEY MONTGOMERY SCOTT LLC 2370 - 2024-03-31 51,442 $278,000 -6,396
   MELFA WEALTH MANAGEMENT LLC 174 - 2024-03-31 26,788 $145,000 0
   ADVISORY SERVICES NETWORK, LLC 1378 - 2024-03-31 25,999 $141,000 -19,646
   SFI Advisors LLC 72 - 2024-03-31 25,672 $139,000 -10,041
   WELLS FARGO & CO/MN 4225 - 2024-03-31 22,279 $121,000 20,894
   J.W. COLE ADVISORS INC. 846 - 2024-03-31 21,665 $117,000 9,483
   Advisor Group Holdings Inc. 4164 - 2024-03-31 19,565 $106,000 7,947
   ENVESTNET ASSET MANAGEMENT INC 4033 - 2024-03-31 16,614 $90,000 0
   ROYAL BANK OF CANADA 4674 - 2024-03-31 15,980 $86,000 -10,612
   CoreCap Advisors LLC 586 *New 2023-12-31 19,882 $86,000 19,882
   Cetera Investment Advisers 3477 *New 2024-03-31 15,699 $85,000 15,699
   STIFEL FINANCIAL CORP 3210 - 2024-03-31 14,878 $80,000 -1,119
   M3 Advisory Group LLC 125 - 2024-03-31 14,582 $79,000 382
   KESTRA PRIVATE WEALTH SERVICES LLC 1243 - 2024-03-31 13,924 $75,000 219
   Ameritas Advisory Services LLC 857 *New 2024-03-31 12,709 $69,000 12,709
   CREATIVE FINANCIAL DESIGNS INC /ADV 661 - 2024-03-31 12,054 $65,000 -946
   RAYMOND JAMES & ASSOCIATES 3722 - 2024-03-31 10,343 $56,000 0
   MULTIFINANCIAL SECURITIES CORP 2322 - 2024-03-31 10,074 $55,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 382 *New 2024-03-31 7,801 $42,000 7,801
   BANK OF AMERICA CORP /DE/ 5619 - 2024-03-31 4,983 $27,000 0
   THOMAS J. HERZFELD ADVISORS, INC. 143 *New 2024-03-31 978 $5,000 978
   TCTC HOLDINGS, LLC 493 - 2024-03-31 600 $3,000 0
   Larson Financial Group LLC 1398 - 2024-03-31 104 $1,000 4
   NOMURA HOLDINGS INC 959 *Closed 2024-03-31 0 $0 -38,723
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5670 *Closed 2024-03-31 0 $0 -45,028
   COMERICA BANK 3669 - 2024-03-31 30 $0 30
   CENTAURUS FINANCIAL INC. 794 *Closed 2024-03-31 0 $0 -28,969
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 830 *Closed 2024-03-31 0 $0 -71,871
   Atria Wealth Solutions Inc. 1992 *Closed 2024-03-31 0 $0 -14,753
   BELLEVUE ASSET MANAGEMENT LLC 468 *Closed 2024-03-31 0 $0 -400
   SHAKER FINANCIAL SERVICES, LLC 166 *Closed 2024-03-31 0 $0 -74,783
   PROEQUITIES INC. 8958 - 2024-03-31 0 $0 0
   VIRTU FINANCIAL LLC 1776 *Closed 2024-03-31 0 $0 -16,395
   CREATIVE PLANNING 2930 *Closed 2024-03-31 0 $0 -11,501
   Sunbelt Securities Inc. 1757 *Closed 2024-03-31 0 $0 -1,724
   WOLVERINE ASSET MANAGEMENT LLC 1101 *Closed 2024-03-31 0 $0 -297,800
  46 Records found
  1    
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