Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ea Bridgeway Blue Chip Etf (BBLU)  
$12.42 0.05 (0.4%) as of 4:30 Wed 9/18


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    2
Total shares held : 
4,083,977  
% of shares held : 
45.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
1,312,685  
% of shares held change : 
  14.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$11.63  
Last Quarter's Ending Price : 
$12.06  
Last Quarter's Average Price
$11.64  
Change from last quarter's     
avg. price to the last closing  : 
0.78 (6.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 1
 0%
 
Increased Positions :
14
 1,450,473
 35.52%
 
Unchanged Positions :
12
 96,098
 2.35%
 
Decreased Positions :
10
-56,197
-1.38%
 
Closed Positions :
3
-81,592
-2%
 
Guru Positions :
0
 0%
 
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 period: 
3-31-2024 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
   MULTIFINANCIAL SECURITIES CORP 1742 - 2024-03-31 34,299 $400,000 0
   Accel Wealth Management 157 - 2024-06-30 28,259 $341,000 0
   BRIDGEWAY CAPITAL MANAGEMENT INC 994 - 2024-06-30 21,652 $261,000 0
   MODERA WEALTH MANAGEMENT, LLC 515 - 2024-06-30 19,546 $236,000 0
   BB&T CORP 2459 - 2024-06-30 16,829 $203,000 0
   Baldrige Asset Management LLC 116 - 2023-03-31 18,900 $168,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 137 - 2024-06-30 11,116 $134,000 0
   ESSEX FINANCIAL SERVICES INC 602 - 2024-06-30 10,527 $123,000 0
   FLAGSHIP HARBOR ADVISORS LLC 660 - 2024-03-31 10,523 $123,000 0
   CWM LLC 2835 - 2024-06-30 2,378 $29,000 0
   FMR LLC 3744 - 2024-06-30 2,201 $27,000 0
   NBC SECURITIES INC. 1882 - 2024-06-30 332 $4,000 0
   SIGNATUREFD, LLC 2895 - 2024-06-30 72 $1,000 0
   WELLS FARGO & CO/MN 5552 - 2024-06-30 1 $0 0
   PROEQUITIES INC. 5471 - 2024-06-30 0 $0 0
   Clear Perspectives Financial Planning LLC 190 - 2023-03-31 1 $0 0
   Steward Partners Investment Advisory LLC 3683 - 2024-06-30 14 $0 0

  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results