Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Global X Robotics & Artificial Intelligence Thematic Etf (BOTZ)  
$31.12 0.34 (1.1%) as of 4:30 Mon 6/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 310    2
Total shares held : 
 43,303,998  
% of shares held : 
 65.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   35  
Amount of shares held : 
 4,162,172  
% of shares held change : 
   6.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.70  
Last Quarter's Ending Price : 
 $28.50  
Last Quarter's Average Price : 
 $25.53  
Change from last quarter's     
avg. price to the last closing  : 
5.59 (21.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 1,300,554
 3%
 
Increased Positions :
113
 6,658,107
 15.38%
 
Unchanged Positions :
88
 356,080
 0.82%
 
Decreased Positions :
76
-1,126,868
-2.6%
 
Closed Positions :
35
-2,669,621
-6.16%
 
Guru Positions :
1
695,610
 1.61%
 
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
   Nan Shan Life Insurance Co. Ltd. 102 - 2024-03-31 43,000 $1,368,000 0
   REGIONS FINANCIAL CORP 493 - 2024-03-31 30,628 $974,000 0
   PRUDENTIAL CORP PLC 575 - 2024-03-31 19,500 $620,000 0
   NOMURA ASSET MANAGEMENT CO LTD 821 - 2024-03-31 17,839 $567,000 0
   HBW Advisory Services LLC 170 - 2024-03-31 19,611 $559,000 0
   GREENWICH WEALTH MANAGEMENT LLC 166 - 2024-03-31 15,287 $486,000 0
   EQUITABLE TRUST CO 332 - 2024-03-31 12,741 $405,000 0
   Atlantic Trust Group LLC 893 - 2024-03-31 12,325 $390,000 0
   Sierra Capital LLC 109 - 2024-03-31 11,160 $355,000 0
   TORONTO DOMINION BANK 793 - 2024-03-31 11,000 $350,000 0
   Close Asset Management Ltd 109 - 2024-03-31 10,000 $318,000 0
   MMBG INVESTMENT ADVISORS CO. 141 - 2024-03-31 10,000 $318,000 0
   JustInvest LLC 1286 - 2024-03-31 9,000 $286,000 0
   Miracle Mile Advisors LLC 438 - 2024-03-31 7,923 $252,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 850 - 2024-03-31 7,680 $244,000 0
   FRG Family Wealth Advisors LLC 134 - 2024-03-31 7,410 $221,000 0
   Levy Wealth Management Group LLC 99 - 2024-03-31 7,695 $219,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 463 - 2024-03-31 6,186 $197,000 0
   STELAC ADVISORY SERVICES LLC 79 - 2024-03-31 5,922 $188,000 0
   Harvest Fund Management Co. Ltd 353 - 2024-03-31 5,410 $172,000 0
   Laurel Wealth Advisors LLC 208 - 2024-03-31 4,220 $134,000 0
   HAZLETT BURT & WATSON INC. 222 - 2024-03-31 3,856 $123,000 0
   Smartleaf Asset Management LLC 443 - 2024-03-31 3,801 $109,000 0
   KISTLERTIFFANY COMPANIES, LLC 390 - 2023-06-30 3,616 $104,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1126 - 2024-03-31 2,781 $88,000 0
   Advantage Trust Co 79 - 2024-03-31 2,680 $85,000 0
   Fortitude Family Office LLC 110 - 2024-03-31 2,585 $82,000 0
   CAROLINAS WEALTH CONSULTING LLC 313 - 2024-03-31 2,345 $75,000 0
   Financial Freedom LLC 146 - 2024-03-31 2,099 $67,000 0
   Solstein Capital LLC 134 - 2024-03-31 2,055 $65,000 0
   ARMSTRONG ADVISORY GROUP INC 315 - 2024-03-31 2,105 $60,000 0
   PITTENGER & ANDERSON INC 287 - 2024-03-31 1,870 $59,000 0
   Slocum Gordon & Co LLP 81 - 2024-03-31 1,724 $55,000 0
   PROEQUITIES INC. 1157 - 2024-03-31 1,685 $54,000 0
   KB FINANCIAL PARTNERS LLC 281 - 2023-09-30 1,560 $39,000 0
   Private Ocean LLC 267 - 2024-03-31 1,200 $38,000 0
   Ramirez Asset Management Inc. 311 - 2024-03-31 1,200 $38,000 0
   SMITHFIELD TRUST CO 636 - 2024-03-31 1,000 $32,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 539 - 2024-03-31 850 $27,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 506 - 2023-12-31 895 $26,000 0
   Avalon Trust Co 254 - 2024-03-31 824 $26,000 0
   WASHINGTON TRUST CO 546 - 2024-03-31 767 $24,000 0
   Centerpoint Advisors LLC 228 - 2024-03-31 700 $22,000 0
   DHJJ Financial Advisors Ltd. 359 - 2024-03-31 698 $22,000 0
   SOA Wealth Advisors LLC. 445 - 2024-03-31 631 $20,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 749 - 2024-03-31 600 $19,000 0
   MILESTONE GROUP INC 330 - 2024-03-31 600 $19,000 0
   HighMark Wealth Management LLC 214 - 2024-03-31 525 $17,000 0
   TD CAPITAL MANAGEMENT LLC 255 - 2024-03-31 491 $16,000 0
   GHP INVESTMENT ADVISORS INC 635 - 2024-03-31 415 $13,000 0
   Stone House Investment Management LLC 213 - 2024-03-31 414 $13,000 0
   FinTrust Capital Advisors LLC 795 - 2024-03-31 374 $12,000 0
   ALBION FINANCIAL GROUP /UT 305 - 2024-03-31 376 $12,000 0
   ST GERMAIN D J CO INC 546 - 2024-03-31 385 $12,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 222 - 2024-03-31 346 $11,000 0
   Prestige Wealth Management Group LLC 437 - 2024-03-31 310 $10,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 757 - 2024-03-31 300 $10,000 0
   AllSquare Wealth Management LLC 377 - 2024-03-31 300 $10,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1773 - 2024-03-31 284 $9,000 0
   Pacifica Partners Inc. 374 - 2024-03-31 284 $9,000 0
   Dynamic Wealth Strategies LLC 204 - 2024-03-31 278 $9,000 0
   ICA Group Wealth Management LLC 903 - 2024-03-31 280 $9,000 0
   Glass Jacobson Investment Advisors llc 576 - 2024-03-31 265 $8,000 0
   JDM Financial Group LLC 159 - 2024-03-31 205 $7,000 0
   FWL INVESTMENT MANAGEMENT LLC 179 - 2024-03-31 219 $7,000 0
   KESSLER INVESTMENT GROUP, LLC 139 - 2024-03-31 190 $6,000 0
   Archer Investment Corp 711 - 2024-03-31 176 $6,000 0
   Westside Investment Management Inc. 660 - 2024-03-31 200 $6,000 0
   Aptus Capital Advisors LLC 1066 - 2024-03-31 146 $5,000 0
   Pacific Center for Financial Services 379 - 2024-03-31 132 $4,000 0
   SUMMIT INVESTMENT ADVISORS INC 2997 - 2024-03-31 90 $3,000 0
   Sutton Wealth Advisors Inc. 669 - 2023-09-30 135 $3,000 0
   HHM Wealth Advisors LLC 656 - 2024-03-31 85 $3,000 0
   Sunbelt Securities Inc. 1477 - 2024-03-31 58 $2,000 0
   Coastal Capital Group Inc. 497 - 2023-06-30 53 $2,000 0
   Larson Financial Group LLC 1353 - 2024-03-31 72 $2,000 0
   Lowe fs LLC 272 - 2024-03-31 50 $2,000 0
   VIMA LLC 320 - 2024-03-31 60 $2,000 0
   Versant Capital Management Inc 1603 - 2024-03-31 37 $1,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 665 - 2024-03-31 28 $1,000 0
   CARDIFF PARK ADVISORS LLC 346 - 2024-03-31 40 $1,000 0
   Global Financial Private Client LLC 642 - 2024-03-31 19 $1,000 0
   American Capital Advisory LLC 423 - 2024-03-31 3 $0 0
   CALDWELL SUTTER CAPITAL INC. 901 - 2024-03-31 10 $0 0
   NVWM LLC 587 - 2024-03-31 8 $0 0
   Kozak & Associates Inc. 406 *New 2024-03-31 0 $0 0
  86 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