Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vaneck Vectors Amt Free Long Muni ETF (MLN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    8
Total shares held : 
 21,038,330  
% of shares held : 
 23.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 1,565,947  
% of shares held change : 
   1.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 3,276,078
 15.57%
 
Increased Positions :
31
 2,522,711
 11.99%
 
Unchanged Positions :
10
 227,689
 1.08%
 
Decreased Positions :
32
-2,713,299
-12.9%
 
Closed Positions :
15
-1,519,543
-7.22%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1233 - 2024-03-31 3,074,011 $55,363,000 -1,350,708
   OGOREK ANTHONY JOSEPH /NY/ /ADV 11 - 2024-03-31 430,409 $7,751,000 -21,480
   UBS Group AG 2305 - 2024-03-31 241,682 $4,353,000 -56,648
   Tortoise Investment Management LLC 54 - 2024-03-31 236,812 $4,265,000 -5,796
   WELLS FARGO & CO/MN 2121 - 2024-03-31 215,143 $3,875,000 -20,682
   Pineridge Advisors LLC 12 - 2024-03-31 172,196 $3,101,000 -54,168
   Streettalk Advisors LLC 83 - 2024-03-31 156,134 $2,812,000 -549,186
   VCI Wealth Management LLC 14 - 2024-03-31 149,719 $2,696,000 -17,767
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1490 - 2024-03-31 144,624 $2,605,000 -557,919
   STIFEL FINANCIAL CORP 1561 - 2024-03-31 137,892 $2,483,000 -292,394
   SYKON CAPITAL LLC 49 - 2024-03-31 120,340 $2,167,000 -15,114
   McAdam LLC 87 - 2024-03-31 100,008 $1,801,000 -4,279
   AE Wealth Management LLC 534 - 2024-03-31 91,965 $1,656,000 -366,805
   BARTLETT & CO. LLC 251 - 2023-12-31 66,710 $1,213,000 -6,510
   Hedeker Wealth Management Group LLC 78 - 2024-03-31 44,174 $796,000 -25,455
   CFO4Life Group LLC 85 - 2024-03-31 41,630 $750,000 -5,850
   BAKER AVENUE ASSET MANAGEMENT, LP 241 - 2024-03-31 36,982 $666,000 -4,627
   CFG ASSET MANAGEMENT LLC 137 - 2024-03-31 36,193 $652,000 -2,280
   Altus Wealth Group LLC 92 - 2024-03-31 23,154 $417,000 -59,583
   Pensionmark Financial Group LLC 271 - 2024-03-31 20,046 $361,000 -4,422
   Keystone Financial Group 243 - 2024-03-31 18,268 $329,000 -901
   Advisor Group Holdings Inc. 3341 - 2024-03-31 16,127 $290,000 -6,429
   WEST MICHIGAN ADVISORS LLC 149 - 2024-03-31 14,614 $263,000 -1,935
   MML INVESTORS SERVICES LLC 2211 - 2024-03-31 13,991 $252,000 -18,845
   J P MORGAN CHASE & CO 4157 - 2024-03-31 12,348 $222,000 -79
   PNC FINANCIAL SERVICES GROUP INC 2879 - 2024-03-31 3,450 $62,000 -3,450
   PRIVATE TRUST CO NA 1149 - 2024-03-31 2,451 $44,000 -9
   Global Retirement Partners LLC 1573 - 2024-03-31 1,829 $33,000 -160
   Concord Wealth Partners 552 - 2024-03-31 675 $12,000 -35
   Emerald Investment Partners LLC 431 - 2024-03-31 418 $8,000 -836
  30 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