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Get Institutions for : 
Amplify Transformational Data Sharing (BLOK)  
$33.72 0.09 (0.27%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 185    13
Total shares held : 
 20,380,895  
% of shares held : 
 74.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 15,094,351  
% of shares held change : 
   55.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $19.88  
Last Quarter's Ending Price : 
 $29.85  
Last Quarter's Average Price : 
 $23.52  
Change from last quarter's     
avg. price to the last closing  : 
10.20 (43.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 430,527
 2.11%
 
Increased Positions :
40
 15,746,583
 77.26%
 
Unchanged Positions :
65
 209,692
 1.03%
 
Decreased Positions :
53
-1,034,474
-5.08%
 
Closed Positions :
14
-48,285
-0.24%
 
Guru Positions :
0
 0%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 530 - 2024-03-31 490,671 $17,880,000 -31,138
   Q3 Asset Management 11 - 2024-03-31 202,916 $7,394,000 -4,635
   GERBER LLC 7 - 2024-03-31 122,206 $4,453,000 -1,105
   HIGHTOWER ADVISORS, LLC 1081 - 2024-03-31 101,885 $3,716,000 -43,498
   Merit Financial Group LLC 214 - 2024-03-31 90,951 $2,924,000 -35,859
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1100 - 2024-03-31 71,856 $2,618,000 -7,995
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1478 - 2024-03-31 71,610 $2,609,000 -3,024,529
   ROYAL BANK OF CANADA 2376 - 2024-03-31 67,686 $2,467,000 -15,939
   ENVESTNET ASSET MANAGEMENT INC 2461 - 2024-03-31 64,367 $2,346,000 -33,814
   FINANCIAL NETWORK 1080 - 2024-03-31 48,914 $1,782,000 -1,535
   Sweet Financial Partners LLC 80 - 2024-03-31 28,581 $1,042,000 -3,985
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1222 - 2024-03-31 27,887 $1,016,000 -829
   HILLTOP HOLDINGS INC. 224 - 2024-03-31 27,636 $1,007,000 -3,294
   NTV ASSET MANAGEMENT LLC 116 - 2024-03-31 27,271 $994,000 -1,013
   Traction Financial Partners LLC 21 - 2024-03-31 29,104 $911,000 -1,902
   Visionary Wealth Advisors 242 - 2024-03-31 24,527 $894,000 -4,455
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1061 - 2024-03-31 23,004 $838,000 -1,764
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2176 - 2024-03-31 22,074 $804,000 -687
   Fiduciary Alliance LLC 100 - 2024-03-31 21,712 $772,000 -8,325
   Laidlaw Wealth Management LLC 73 - 2024-03-31 19,808 $722,000 -1,295
   RAYMOND JAMES & ASSOCIATES 2808 - 2024-03-31 19,310 $704,000 -646
   J P MORGAN CHASE & CO 3682 - 2024-03-31 15,163 $553,000 -2,833
   IFP Advisors Inc 548 - 2023-12-31 17,749 $530,000 -8,995
   Dynamic Advisors Solutions LLC 598 - 2024-03-31 14,069 $513,000 -23,424
   Western Wealth Management LLC 363 - 2024-03-31 13,965 $509,000 -570
   Integrity Financial Corp /WA 65 - 2024-03-31 13,557 $494,000 -1,384
   BAROMETER CAPITAL MANAGEMENT INC. 92 - 2024-03-31 15,500 $478,000 -3,900
   Cetera Investment Advisers 1311 - 2024-03-31 10,814 $394,000 -64,375
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 499 - 2024-03-31 9,709 $354,000 -1,250
   Strategic Blueprint LLC 449 - 2024-03-31 9,574 $349,000 -550
   ARBOR CAPITAL MANAGEMENT INC /ADV 79 - 2024-03-31 10,430 $340,000 -736
   PCG Wealth Advisors LLC 81 - 2024-03-31 9,110 $332,000 -70
   Farther Finance Advisors LLC 528 - 2024-03-31 8,832 $314,000 -18
   NATIONAL BANK OF CANADA /FI/ 1172 - 2024-03-31 9,540 $299,000 -480
   HCR Wealth Advisors 187 - 2024-03-31 7,015 $256,000 -111
   Emerald Advisors LLC 87 - 2024-03-31 6,662 $243,000 -1,128
   Wiser Advisor Group LLC 47 - 2024-03-31 6,151 $225,000 -205
   BNP PARIBAS ARBITRAGE SA 2479 - 2024-03-31 5,027 $183,000 -4,846
   Capital Investment Advisory Services LLC 506 - 2024-03-31 4,668 $170,000 -996
   Advisor Group Holdings Inc. 3891 - 2024-03-31 4,121 $150,000 -4,832
   Creekmur Asset Management LLC 142 - 2024-03-31 3,789 $138,000 -8,032
   CWM LLC 1748 - 2024-03-31 3,358 $122,000 -170
   Steward Partners Investment Advisory LLC 1707 - 2024-03-31 3,046 $111,000 -1,409
   First PREMIER Bank 180 - 2024-03-31 3,020 $110,000 -900
   CITIGROUP INC 3357 - 2024-03-31 3,000 $109,000 -500
   BANK OF AMERICA CORP /DE/ 5280 - 2024-03-31 2,350 $86,000 -5,200
   HANSON MCCLAIN, INC. 1112 - 2024-03-31 2,096 $76,000 -174
   CITADEL ADVISORS LLC 4976 - 2024-03-31 1,993 $73,000 -12,049,238
   PRIVATE TRUST CO NA 1004 - 2024-03-31 1,848 $67,000 -389
   Geneos Wealth Management Inc. 1039 - 2024-03-31 1,441 $53,000 -100
   Goss Wealth Management LLC 2316 - 2024-03-31 1,280 $47,000 -921
   ICA Group Wealth Management LLC 610 - 2024-03-31 1,076 $39,000 -250
   TSFG LLC 495 - 2024-03-31 248 $9,000 -353
   TOWER RESEARCH CAPITAL LLC 4358 - 2024-03-31 154 $6,000 -83
   Richard W. Paul & Associates LLC 355 - 2024-03-31 126 $5,000 -80
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 567 - 2024-03-31 76 $3,000 -223
   ANCORA ADVISORS, LLC 1421 - 2024-03-31 90 $3,000 -500
   Archer Investment Corp 936 - 2024-03-31 18 $1,000 -5
  58 Records found
  1    
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