Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Davis Select Us Equity (DUSA)  
$32.78 0.00 (0.00%) as of 4:30 Mon 3/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    6
Total shares held : 
 9,148,797  
% of shares held : 
 86.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 327,940  
% of shares held change : 
   3.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 223,312
 2.44%
 
Increased Positions :
22
 401,622
 4.39%
 
Unchanged Positions :
6
 36,411
 0.4%
 
Decreased Positions :
22
-240,751
-2.63%
 
Closed Positions :
2
-56,243
-0.61%
 
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 1169 - 2024-03-31 2,564,760 $103,539,000 74,224
   Kestra Advisory Services LLC 90 - 2024-03-31 779,259 $31,459,000 44,568
   UBS Group AG 1320 - 2024-03-31 391,599 $15,809,000 8,159
   RAYMOND JAMES & ASSOCIATES 1202 - 2024-03-31 231,394 $9,341,000 39,113
   LPL FINANCIAL CORP 1438 - 2024-03-31 208,751 $8,427,000 31,887
   Next Level Private LLC 8 - 2024-03-31 156,450 $6,316,000 31,856
   LEVEL FOUR ADVISORY SERVICES LLC 89 - 2024-03-31 141,361 $4,984,000 4,237
   BANK OF AMERICA CORP /DE/ 3187 - 2024-03-31 90,679 $3,661,000 33,045
   Lunt Capital Management Inc. 15 - 2024-03-31 77,616 $3,133,000 20,299
   Geneos Wealth Management Inc. 186 - 2024-03-31 72,645 $2,933,000 7,333
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1044 - 2024-03-31 71,734 $2,896,000 1,674
   STIFEL FINANCIAL CORP 1612 - 2024-03-31 57,269 $2,312,000 19,330
   Rockefeller Capital Management L.P. 1012 - 2024-03-31 47,599 $1,922,000 1,907
   Stratos Wealth Partners LTD. 493 - 2024-03-31 39,577 $1,598,000 43
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2037 - 2024-03-31 25,111 $1,014,000 831
   J.W. COLE ADVISORS INC. 342 - 2024-03-31 24,592 $993,000 3,737
   ENVESTNET ASSET MANAGEMENT INC 3056 - 2024-03-31 23,030 $930,000 10,423
   ROYAL BANK OF CANADA 3039 - 2024-03-31 22,994 $928,000 817
   OLD MISSION CAPITAL LLC 451 - 2024-03-31 19,556 $789,000 19,556
   Lantz Financial LLC 94 - 2024-03-31 18,362 $741,000 1,484
   Advisor Group Holdings Inc. 2753 - 2024-03-31 15,308 $618,000 1,017
   COMERICA BANK 2413 - 2024-03-31 3,572 $144,000 536
   PRINCIPAL SECURITIES INC. 2239 - 2024-03-31 309 $12,000 7
  23 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