Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Market Vectors Preferred Securities Ex Financials (PFXF)  
$17.42 0.06 (0.34%) as of 4:30 Wed 5/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 160    9
Total shares held : 
 23,300,487  
% of shares held : 
 58.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 847,765  
% of shares held change : 
   2.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $16.36  
Last Quarter's Ending Price : 
 $17.18  
Last Quarter's Average Price : 
 $16.54  
Change from last quarter's     
avg. price to the last closing  : 
0.88 (5.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 698,029
 3%
 
Increased Positions :
56
 2,405,838
 10.33%
 
Unchanged Positions :
32
 1,962,630
 8.42%
 
Decreased Positions :
51
-2,128,889
-9.14%
 
Closed Positions :
12
-127,213
-0.55%
 
Guru Positions :
1
0
 0%
 
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
   Operose Advisors LLC 52 *New 2024-03-31 45,685 $808,000 45,685
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3356 *New 2024-03-31 29,890 $529,000 29,890
   BARTLETT & CO. LLC 339 *New 2023-12-31 29,386 $507,000 29,386
   FINEMARK NATIONAL BANK & TRUST 314 *New 2024-03-31 21,467 $380,000 21,467
   Worth Asset Management LLC 80 *New 2024-03-31 18,123 $321,000 18,123
   Redwood Financial Network Corp 111 *New 2024-03-31 17,588 $311,000 17,588
   Balanced Rock Investment Advisor 72 *New 2024-03-31 17,209 $304,000 17,209
   TOWNSQUARE CAPITAL LLC 1039 *New 2024-03-31 14,878 $263,000 14,878
   MERCER GLOBAL ADVISORS INC /ADV 1702 *New 2024-03-31 12,909 $228,000 12,909
   Sowell Financial Services LLC 526 *New 2024-03-31 12,816 $227,000 12,816
   JONES FINANCIAL COMPANIES LLLP 584 *New 2024-03-31 5,884 $104,000 5,884
   FinTrust Capital Advisors LLC 547 *New 2024-03-31 2,460 $44,000 2,460
   Atlantic Trust Group LLC 2019 *New 2024-03-31 1,167 $21,000 1,167
   YHB INVESTMENT ADVISORS, INC. 596 *New 2024-03-31 1,135 $20,000 1,135
   RICHARDSON FINANCIAL SERVICES INC. 405 *New 2024-03-31 355 $6,000 355
   WOODMONT INVESTMENT COUNSEL LLC 340 *New 2024-03-31 336 $6,000 336
   Founders Financial Alliance LLC 543 *New 2024-03-31 50 $1,000 50
   Cedar Mountain Advisors LLC 293 *New 2024-03-31 66 $1,000 66
   Aspect Partners LLC 498 *New 2024-03-31 75 $1,000 75
  19 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