Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Global X Robotics & Artificial Intelligence Thematic Etf (BOTZ)  
$31.12 0.34 (1.1%) as of 4:30 Mon 6/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 310    2
Total shares held : 
 43,303,998  
% of shares held : 
 65.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 4,162,172  
% of shares held change : 
   6.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.70  
Last Quarter's Ending Price : 
 $28.50  
Last Quarter's Average Price : 
 $25.53  
Change from last quarter's     
avg. price to the last closing  : 
5.59 (21.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 1,300,554
 3%
 
Increased Positions :
113
 6,658,107
 15.38%
 
Unchanged Positions :
88
 356,080
 0.82%
 
Decreased Positions :
76
-1,126,868
-2.6%
 
Closed Positions :
35
-2,669,621
-6.16%
 
Guru Positions :
1
695,610
 1.61%
 
View holdings for period: 3-31-2022 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 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
   CLARK CAPITAL MANAGEMENT GROUP INC 158 *New 2024-03-31 334,656 $10,645,000 334,656
   CLAUDIA M.P. BATLLE CRP (R) LLC 32 *New 2024-03-31 121,380 $3,861,000 121,380
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 169 *New 2024-03-31 82,720 $2,631,000 82,720
   Farrow Financial Inc. 36 *New 2024-03-31 55,351 $1,761,000 55,351
   Intrepid Financial Planning Group LLC 41 *New 2024-03-31 44,529 $1,416,000 44,529
   OLD MISSION CAPITAL LLC 412 *New 2024-03-31 28,087 $893,000 28,087
   Nelson Van Denburg & Campbell Wealth Management Gr 321 *New 2024-03-31 26,781 $852,000 26,781
   Sowell Financial Services LLC 405 *New 2024-03-31 21,413 $681,000 21,413
   MILLENNIUM MANAGEMENT LLC 3043 *New 2024-03-31 20,868 $664,000 20,868
   Atomi Financial Group Inc. 329 *New 2024-03-31 16,879 $537,000 16,879
   Apeiron RIA LLC 126 *New 2024-03-31 14,360 $457,000 14,360
   Per Stirling Capital Management LLC. 160 *New 2024-03-31 13,162 $419,000 13,162
   Sonoma Private Wealth LLC 62 *New 2024-03-31 11,465 $365,000 11,465
   Lido Advisors LLC 892 *New 2024-03-31 11,292 $359,000 11,292
   COASTLINE TRUST CO 204 *New 2024-03-31 11,025 $351,000 11,025
   L.M. KOHN & COMPANY 186 *New 2024-03-31 10,634 $338,000 10,634
   David Kennon Inc 33 *New 2024-03-31 10,230 $325,000 10,230
   Fortis Group Advisors LLC 162 *New 2024-03-31 10,137 $322,000 10,137
   SIH Partners LLLP 13 *New 2024-03-31 10,000 $318,000 10,000
   PFG Investments LLC 758 *New 2024-03-31 8,954 $285,000 8,954
   Apollon Wealth Management LLC 908 *New 2024-03-31 8,422 $268,000 8,422
   Stratos Wealth Advisors LLC 587 *New 2024-03-31 7,759 $247,000 7,759
   Concurrent Investment Advisors LLC 735 *New 2024-03-31 7,491 $238,000 7,491
   WNY Asset Management LLC 209 *New 2024-03-31 7,484 $238,000 7,484
   STEPHENS INC /AR/ 1093 *New 2024-03-31 7,431 $236,000 7,431
   J.W. COLE ADVISORS INC. 778 *New 2024-03-31 7,325 $233,000 7,325
   LINCOLN NATIONAL CORP 1062 *New 2024-03-31 7,319 $233,000 7,319
   FLAGSHIP HARBOR ADVISORS LLC 602 *New 2024-03-31 7,160 $228,000 7,160
   Pine Valley Investments Ltd Liability Co 416 *New 2024-03-31 7,100 $226,000 7,100
   Aurora Private Wealth Inc. 136 *New 2024-03-31 7,096 $225,000 7,096
   GOLDMAN SACHS GROUP INC/ 4208 *New 2024-03-31 7,000 $223,000 7,000
   Visionary Wealth Advisors 454 *New 2024-03-31 7,022 $223,000 7,022
   PBMares Wealth Management LLC 164 *New 2024-03-31 6,987 $222,000 6,987
   COMMERCE BANK N A/MO 1127 *New 2024-03-31 6,680 $212,000 6,680
   PATTEN & PATTEN INC/TN 294 *New 2024-03-31 6,536 $208,000 6,536
   SIMPLEX TRADING LLC 1197 *New 2024-03-31 3,153 $100,000 3,153
   JONES FINANCIAL COMPANIES LLLP 621 *New 2024-03-31 2,809 $89,000 2,809
   Fernwood Investment Management LLC 281 *New 2024-03-31 2,650 $84,000 2,650
   Asset Dedication LLC 421 *New 2024-03-31 1,916 $61,000 1,916
   Richardson Capital Management LLC 60 *New 2024-03-31 1,680 $53,000 1,680
   Cutler Group LP 483 *New 2024-03-31 900 $28,000 900
   HORIZON FINANCIAL SERVICES LLC 105 *New 2024-03-31 660 $21,000 660
   YHB INVESTMENT ADVISORS, INC. 593 *New 2024-03-31 675 $21,000 675
   Ahrens Investment Partners LLC 460 *New 2023-03-31 840 $21,000 840
   Capital Analysts Inc. 808 *New 2024-03-31 621 $20,000 621
   Main Street Group LTD 455 *New 2024-03-31 250 $8,000 250
   Lindbrook Capital LLC 1746 *New 2024-03-31 235 $7,000 235
   Tradewinds Capital Management LLC 341 *New 2024-03-31 233 $7,000 233
   Hartland & Co. LLC 1146 *New 2024-03-31 206 $6,000 206
   COLONIAL ASSET MANAGEMENT, INC. 740 *New 2024-03-31 79 $3,000 79
   WFA of San Diego LLC 355 *New 2023-09-30 100 $2,000 100
   First Command Advisory Services Inc. 463 *New 2024-03-31 27 $1,000 27
   Roble Belko & Company Inc 310 *New 2024-03-31 4 $0 4
   Kozak & Associates Inc. 406 *New 2024-03-31 0 $0 0
  54 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us