Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Global X Copper Miners Etf (COPX)  
$48.66 0.90 (1.88%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 148    5
Total shares held : 
 14,036,066  
% of shares held : 
 15.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 2,221,738  
% of shares held change : 
   2.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $35.13  
Last Quarter's Ending Price : 
 $37.50  
Last Quarter's Average Price : 
 $34.80  
Change from last quarter's     
avg. price to the last closing  : 
13.86 (39.83%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 2,114,678
 15.07%
 
Increased Positions :
51
 2,298,187
 16.37%
 
Unchanged Positions :
37
 1,800,948
 12.83%
 
Decreased Positions :
43
-1,725,999
-12.3%
 
Closed Positions :
22
-465,128
-3.31%
 
Guru Positions :
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
   J P MORGAN CHASE & CO 1008 - 2024-03-31 1,728,476 $73,339,000 1,656,014
   PRICE T ROWE ASSOCIATES INC /MD/ 660 - 2024-03-31 1,476,842 $62,663,000 22,247
   Wolf Hill Capital Management LP 13 - 2024-03-31 1,042,077 $44,215,000 501,120
   Bienville Capital Management LLC 4 - 2024-03-31 391,000 $16,590,000 163,484
   Fielder Capital Group LLC 2 - 2024-03-31 348,921 $14,805,000 53,886
   Legend Financial Advisors Inc. 5 - 2024-03-31 213,239 $9,048,000 8,452
   AMERIPRISE FINANCIAL INC 2002 - 2024-03-31 174,947 $7,387,000 73,479
   WELLS FARGO & CO/MN 1761 - 2024-03-31 167,088 $7,090,000 1,654
   NEUBERGER BERMAN GROUP LLC 858 - 2024-03-31 160,331 $6,803,000 24,210
   ROYAL BANK OF CANADA 1781 - 2024-03-31 144,437 $6,128,000 21,445
   Rockefeller Capital Management L.P. 632 - 2024-03-31 143,860 $6,104,000 16,698
   CITADEL ADVISORS LLC 1560 - 2024-03-31 141,350 $5,997,000 85,231
   COMMONWEALTH EQUITY SERVICES LLC. 1287 - 2024-03-31 97,876 $4,153,000 24,603
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 781 - 2024-03-31 76,924 $3,264,000 8,214
   NATIONAL BANK OF CANADA /FI/ 809 - 2024-03-31 59,251 $2,842,000 53,945
   GOLDMAN SACHS GROUP INC/ 2954 - 2024-03-31 65,761 $2,790,000 51,957
   CITIGROUP INC 1694 - 2024-03-31 53,610 $2,275,000 44,523
   RAYMOND JAMES & ASSOCIATES 2102 - 2024-03-31 50,840 $2,157,000 3,867
   Inspire Advisors LLC 29 - 2024-03-31 47,326 $2,008,000 4,387
   CIBC WORLD MARKETS INC. 606 - 2024-03-31 43,396 $1,841,000 872
   Glenorchy Capital Ltd 32 - 2024-03-31 37,525 $1,592,000 2,584
   Vontobel Holding Ltd. 501 - 2024-03-31 33,000 $1,400,000 7,000
   CREATIVE PLANNING 1146 - 2024-03-31 31,782 $1,348,000 27
   Ameritas Advisory Services LLC 371 - 2024-03-31 24,410 $1,036,000 7,405
   Lowe fs LLC 21 - 2024-03-31 24,397 $1,035,000 9,301
   Dynamic Wealth Strategies LLC 20 - 2024-03-31 23,495 $997,000 848
   Pettinga Financial Advisors LLC 59 - 2024-03-31 21,290 $903,000 4,263
   Private Advisor Group LLC 1261 - 2024-03-31 19,001 $806,000 10,232
   RATHBONE BROTHERS PLC 353 - 2024-03-31 18,472 $784,000 1,859
   NATIONAL ASSET MANAGEMENT, INC. 659 - 2024-03-31 18,358 $668,000 3,885
   WEALTHSPAN PARTNERS LLC 51 - 2024-03-31 14,354 $609,000 671
   COMERICA BANK 1790 - 2024-03-31 14,341 $608,000 3,257
   Geneos Wealth Management Inc. 462 - 2024-03-31 13,650 $579,000 13,400
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 225 - 2024-03-31 10,980 $466,000 1,265
   JAFFETILCHIN INVESTMENT PARTNERS LLC 228 - 2024-03-31 10,464 $444,000 10,464
   BANK OF MONTREAL /CAN/ 2180 - 2024-03-31 9,919 $421,000 3,982
   MCKINLEY CAPITAL MANAGEMENT INC /AK 157 - 2024-03-31 9,924 $421,000 61
   U.S. Capital Wealth Advisors LLC 503 - 2024-03-31 9,475 $402,000 2,075
   180 WEALTH ADVISORS LLC 245 - 2024-03-31 9,349 $397,000 1,470
   JANNEY MONTGOMERY SCOTT LLC 2237 - 2024-03-31 8,027 $341,000 1,141
   TD Waterhouse Canada Inc. 683 - 2024-03-31 5,154 $331,000 197
   Atria Wealth Solutions Inc. 1522 - 2024-03-31 7,320 $311,000 7,320
   Kestra Advisory Services LLC 2081 - 2024-03-31 6,142 $261,000 45
   HIGHTOWER ADVISORS, LLC 2866 - 2024-03-31 5,269 $224,000 5,269
   Steward Partners Investment Advisory LLC 1584 - 2024-03-31 3,370 $143,000 150
   U S GLOBAL INVESTORS INC 126 - 2024-03-31 2,400 $102,000 400
   Aptus Capital Advisors LLC 846 - 2024-03-31 1,649 $70,000 1,100
   FMR LLC 3605 - 2024-03-31 804 $34,000 302
   Parallel Advisors LLC 1674 - 2024-03-31 794 $34,000 8
   CWM LLC 3026 - 2024-03-31 374 $16,000 94
   Glass Jacobson Investment Advisors llc 530 - 2024-03-31 304 $13,000 53
   AdvisorNet Financial Inc 1257 - 2024-03-31 257 $11,000 2
   Winch Advisory Services LLC 274 - 2024-03-31 183 $8,000 2
   HARBOUR INVESTMENTS INC. 2478 - 2023-12-31 102 $4,000 63
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1818 - 2024-03-31 59 $3,000 39
   PNC FINANCIAL SERVICES GROUP INC 4117 - 2024-03-31 58 $2,000 58
   FIFTH THIRD BANCORP 2281 - 2024-03-31 25 $1,000 25
  57 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