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Get Institutions for : 
Citigrp Fdng Eqty Intel (EDF)  
$5.68 0.07 (1.25%) as of 4:30 Thu 6/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    10
Total shares held : 
2,780,992  
% of shares held : 
17.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
752,774  
% of shares held change : 
  4.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$4.32  
Last Quarter's Ending Price : 
$5.41  
Last Quarter's Average Price
$4.71  
Change from last quarter's     
avg. price to the last closing  : 
0.97 (20.59%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 907,935
 32.65%
 
Increased Positions :
15
 421,817
 15.17%
 
Unchanged Positions :
5
 14,100
 0.51%
 
Decreased Positions :
4
-537,978
-19.34%
 
Closed Positions :
4
-39,000
-1.4%
 
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 3906 - 2024-03-31 826,057 $4,469,000 205,347
   WEDBUSH MORGAN SECURITIES INC 352 - 2024-03-31 204,203 $1,105,000 23,035
   LPL FINANCIAL CORP 3166 - 2024-03-31 175,807 $951,000 15,696
   UBS Group AG 4351 - 2024-03-31 62,133 $336,000 7,005
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2807 - 2024-03-31 56,724 $307,000 21,917
   Arlington Capital Management Inc. 65 - 2024-03-31 54,295 $294,000 2,901
   WELLS FARGO & CO/MN 4225 - 2024-03-31 22,279 $121,000 20,894
   J.W. COLE ADVISORS INC. 846 - 2024-03-31 21,665 $117,000 9,483
   Advisor Group Holdings Inc. 4164 - 2024-03-31 19,565 $106,000 7,947
   M3 Advisory Group LLC 125 - 2024-03-31 14,582 $79,000 382
   KESTRA PRIVATE WEALTH SERVICES LLC 1243 - 2024-03-31 13,924 $75,000 219
   Larson Financial Group LLC 1398 - 2024-03-31 104 $1,000 4
   COMERICA BANK 3669 - 2024-03-31 30 $0 30

  13 Records found
  1    
  Page 1 of 1
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