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Get Institutions for : 
Davis Select Worldwide (DWLD)  
$34.30 0.00 (0.00%) as of 4:30 Mon 3/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    2
Total shares held : 
 5,356,269  
% of shares held : 
 49.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -59,220  
% of shares held change : 
   -0.55%  
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 :
4
 38,072
 0.71%
 
Increased Positions :
14
 201,588
 3.76%
 
Unchanged Positions :
5
 103,131
 1.93%
 
Decreased Positions :
20
-113,066
-2.11%
 
Closed Positions :
6
-185,814
-3.47%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1769 - 2024-03-31 1,504,543 $48,883,000 47,786
   ROYAL BANK OF CANADA 1238 - 2024-03-31 491,219 $15,960,000 1,220
   STIFEL FINANCIAL CORP 908 - 2024-03-31 241,972 $7,862,000 17,430
   UBS Group AG 2205 - 2024-03-31 149,748 $4,865,000 134
   COMMONWEALTH EQUITY SERVICES LLC. 1450 - 2024-03-31 96,038 $3,120,000 5,351
   BANK OF AMERICA CORP /DE/ 3432 - 2024-03-31 82,125 $2,668,000 13,169
   RAYMOND JAMES & ASSOCIATES 2257 - 2024-03-31 51,545 $1,675,000 35,151
   DAVENPORT & CO LLC 517 - 2024-03-31 45,179 $1,468,000 1,971
   BENJAMIN F. EDWARDS & COMPANY INC. 494 - 2024-03-31 32,170 $1,045,000 1,533
   FINANCIAL NETWORK 1508 - 2024-03-31 28,612 $930,000 3,033
   CITADEL ADVISORS LLC 3364 - 2024-03-31 22,615 $735,000 22,615
   BB&T CORP 1843 - 2024-03-31 18,442 $599,000 17
   CREATIVE FINANCIAL DESIGNS INC /ADV 258 - 2024-03-31 16,325 $530,000 1,082
   Advisor Group Holdings Inc. 3290 - 2024-03-31 9,540 $310,000 21
   CREATIVE PLANNING 2254 - 2024-03-31 9,061 $294,000 558
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2789 - 2024-03-31 8,125 $264,000 62
   WELLS FARGO & CO/MN 4619 - 2024-03-31 1,782 $58,000 1,710
   AdvisorNet Financial Inc 764 - 2024-03-31 1,797 $58,000 508
  18 Records found
  1    
  Page 1 of 1
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