Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Amplify Cybersecurity Etf (HACK)  
$63.39 0.00 (0.00%) as of 4:30 Fri 1/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 242    21
Total shares held : 
 5,215,308  
% of shares held : 
 15.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 110,471  
% of shares held change : 
   0.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $51.78  
Last Quarter's Ending Price : 
 $60.41  
Last Quarter's Average Price : 
 $54.96  
Change from last quarter's     
avg. price to the last closing  : 
8.43 (15.34%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 184,471
 3.54%
 
Increased Positions :
74
 673,307
 12.91%
 
Unchanged Positions :
72
 380,645
 7.3%
 
Decreased Positions :
67
-173,851
-3.33%
 
Closed Positions :
50
-573,456
-11%
 
Guru Positions :
1
41,090
 0.79%
 
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
   YCMNET ADVISORS INC 54 - 2024-03-31 339,527 $21,767,000 -4,914
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 307 - 2024-03-31 330,971 $21,219,000 -6,194
   JANE STREET GROUP LLC 597 - 2024-03-31 241,594 $15,489,000 -214,637
   ROYAL BANK OF CANADA 1377 - 2024-03-31 190,156 $12,191,000 -6,554
   RAYMOND JAMES & ASSOCIATES 1061 - 2024-03-31 186,960 $11,986,000 -4,648
   COMMONWEALTH EQUITY SERVICES LLC. 874 - 2024-03-31 129,911 $8,329,000 -2,127
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 447 - 2023-09-30 128,117 $6,611,000 -57,954
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 618 - 2024-03-31 99,995 $6,411,000 -4,734
   MORGAN STANLEY 3643 - 2024-03-31 99,725 $6,393,000 -22,298
   J P MORGAN CHASE & CO 2320 - 2024-03-31 97,701 $6,264,000 -24,482
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1224 - 2024-03-31 65,592 $4,205,000 -781
   APPLETON PARTNERS INC/MA 92 - 2024-03-31 50,209 $3,219,000 -2,599
   OPPENHEIMER & CO INC 402 - 2024-03-31 47,162 $3,024,000 -5,971
   MCCORMACK ADVISORS INTERNATIONAL 301 - 2024-03-31 45,859 $2,940,000 -1,266
   VALLEY FINANCIAL MANAGEMENT INC. 25 - 2023-06-30 48,678 $2,462,000 -510
   THOROUGHBRED FINANCIAL SERVICES LLC 95 - 2024-03-31 37,247 $2,387,000 -3,260
   Rockefeller Capital Management L.P. 1040 - 2024-03-31 28,962 $1,857,000 -813
   Curbstone Financial Management Corp 69 - 2024-03-31 27,350 $1,753,000 -100
   PRINCIPAL SECURITIES INC. 332 - 2024-03-31 24,389 $1,564,000 -12,439
   SCOTIA CAPITAL INC. 425 - 2024-03-31 22,675 $1,454,000 -287
   Sowell Financial Services LLC 325 - 2024-03-31 17,453 $1,119,000 -589
   Baird Financial Group Inc. 1143 - 2024-03-31 16,792 $1,077,000 -441
   SYNOVUS FINANCIAL CORP 438 - 2024-03-31 16,659 $1,068,000 -1,285
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 106 - 2024-03-31 12,276 $787,000 -100
   ASHFORD CAPITAL MANAGEMENT INC 73 - 2024-03-31 11,920 $764,000 -404
   TOCQUEVILLE ASSET MANAGEMENT LP 365 - 2024-03-31 11,534 $739,000 -45,503
   Atlantic Trust Group LLC 742 - 2024-03-31 11,343 $729,000 -312
   Private Advisor Group LLC 1324 - 2024-03-31 11,198 $717,000 -2,982
   TD Waterhouse Canada Inc. 560 - 2024-03-31 10,833 $716,000 -445
   Qube Research & Technologies Ltd 2020 - 2024-03-31 10,517 $674,000 -423
   HILLTOP HOLDINGS INC. 310 - 2024-03-31 10,193 $653,000 -450
   BURNS WEALTH MANAGEMENT, INC. 328 - 2024-03-31 9,358 $600,000 -1,059
   PETERSON WEALTH MANAGEMENT 44 - 2024-03-31 8,990 $576,000 -88
   MONTECITO BANK & TRUST 169 - 2024-03-31 8,540 $547,000 -500
   SFMG, LLC 136 - 2024-03-31 8,381 $537,000 -600
   WEDBUSH MORGAN SECURITIES INC 616 - 2024-03-31 8,368 $536,000 -1,513
   SS&H Financial Advisors Inc. 91 - 2024-03-31 7,100 $455,000 -500
   Wilson & Boucher Capital Management LLC 75 - 2024-03-31 6,945 $445,000 -450
   CENTRAL VALLEY ADVISORS LLC 88 - 2024-03-31 6,899 $442,000 -354
   CIBC WORLD MARKETS INC. 949 - 2024-03-31 6,882 $441,000 -6,323
   Meridian Wealth Management LLC 147 - 2024-03-31 6,476 $415,000 -52
   UBS Group AG 4223 - 2024-03-31 6,384 $409,000 -9,266
   Tradition Wealth Management LLC 252 - 2024-03-31 6,266 $402,000 -194
   Pacitti Group Inc. 110 - 2024-03-31 6,220 $399,000 -31
   CITY HOLDING CO 205 - 2024-03-31 5,435 $348,000 -135
   PERSONAL CFO SOLUTIONS LLC 386 - 2024-03-31 4,858 $311,000 -340
   PROSPERA FINANCIAL SERVICES 853 - 2023-12-31 4,921 $297,000 -830
   Investment Partners Asset Management Inc. 105 - 2024-03-31 4,633 $297,000 -512
   Kingsview Wealth Management LLC 874 - 2024-03-31 4,014 $257,000 -2,557
   CVA Family Office LLC 217 - 2024-03-31 3,647 $234,000 -308
   EDMOND DE ROTHSCHILD HOLDING S.A. 372 - 2024-03-31 3,600 $231,000 -182
   TFG Advisers LLC 189 - 2024-03-31 3,561 $228,000 -86
   Elk River Wealth Management LLC 90 - 2024-03-31 3,500 $224,000 -166
   Swisher Financial Concepts Inc. 82 - 2024-03-31 3,342 $213,000 -28
   US BANCORP 1961 - 2024-03-31 3,300 $212,000 -100
   Consolidated Portfolio Review Corp 255 - 2024-03-31 3,296 $211,000 -1,710
   Larson Financial Group LLC 430 - 2024-03-31 2,840 $182,000 -98
   WELLS FARGO & CO/MN 4413 - 2024-03-31 1,329 $85,000 -4,942
   CHILTON CAPITAL MANAGEMENT LLC 315 - 2024-03-31 1,101 $71,000 -22
   Harel Insurance Investments & Financial Services L - 2024-03-31 850 $55,000 -108
   HARBOUR INVESTMENTS INC. 2176 - 2023-12-31 150 $9,000 -77
   ABSOLUTE INVESTMENT MANAGEMENT LLC 538 - 2024-03-31 24 $2,000 -100
   VisionPoint Advisory Group LLC 761 - 2024-03-31 0 $0 -1
  63 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