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Ubs Ag Fi Enhanced Large Cap Growth (FBGX) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
34  5 |
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Total
shares held :
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25,034 |
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% of shares
held :
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9.1% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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10 |
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Amount
of shares held :
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3,735 |
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% of shares
held change :
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1.36% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
527 |
- |
2024-03-31 |
4,492 |
$3,789,000 |
-123 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2013 |
- |
2024-03-31 |
1,888 |
$1,592,000 |
86 |
|
| JOHNSON INVESTMENT COUNSEL INC |
319 |
- |
2024-03-31 |
1,769 |
$1,492,000 |
0 |
|
| CITADEL ADVISORS LLC |
2667 |
- |
2024-03-31 |
1,768 |
$1,491,000 |
1,198 |
|
| CREATIVE PLANNING |
1254 |
- |
2024-03-31 |
1,339 |
$1,129,000 |
0 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
555 |
- |
2024-03-31 |
1,030 |
$869,000 |
0 |
|
| INGALLS & SNYDER LLC |
230 |
- |
2024-03-31 |
972 |
$820,000 |
-100 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1084 |
- |
2024-03-31 |
914 |
$771,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
97 |
- |
2024-03-31 |
855 |
$721,000 |
0 |
|
| Amussen Hunsaker & Associates LLC |
47 |
- |
2024-03-31 |
818 |
$690,000 |
0 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1559 |
- |
2024-03-31 |
608 |
$513,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1655 |
- |
2024-03-31 |
486 |
$410,000 |
0 |
|
| CALAMOS WEALTH MANAGEMENT LLC |
199 |
- |
2024-03-31 |
466 |
$393,000 |
0 |
|
| RAYMOND JAMES & ASSOCIATES |
3175 |
- |
2024-03-31 |
462 |
$390,000 |
0 |
|
| Atlantic Trust Group LLC |
910 |
- |
2024-03-31 |
439 |
$369,000 |
0 |
|
| MARINER WEALTH ADVISORS, LLC |
2270 |
- |
2024-03-31 |
435 |
$367,000 |
-537 |
|
| Howard Capital Management Inc. |
67 |
- |
2024-03-31 |
397 |
$335,000 |
0 |
|
| H D Vest Advisory Services |
1298 |
- |
2024-03-31 |
349 |
$294,000 |
0 |
|
| Centric Wealth Management |
120 |
- |
2024-03-31 |
382 |
$293,000 |
0 |
|
| HIGHTOWER ADVISORS, LLC |
2660 |
- |
2024-03-31 |
343 |
$288,000 |
0 |
|
| Catalina Capital Group LLC |
181 |
*New |
2024-03-31 |
340 |
$287,000 |
340 |
|
| David J Yvars Group |
64 |
- |
2024-03-31 |
307 |
$259,000 |
0 |
|
| CRA Financial Services LLC |
203 |
- |
2024-03-31 |
303 |
$256,000 |
0 |
|
| Kestra Advisory Services LLC |
2111 |
- |
2024-03-31 |
297 |
$251,000 |
0 |
|
| Personal Capital Advisors Corp |
435 |
- |
2022-12-31 |
607 |
$230,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1271 |
- |
2024-03-31 |
270 |
$228,000 |
0 |
|
| FIRST AMERICAN TRUST CO |
196 |
*New |
2024-03-31 |
268 |
$226,000 |
268 |
|
| Fort Point Capital Partners LLC |
298 |
*New |
2024-03-31 |
252 |
$213,000 |
252 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
505 |
*New |
2024-03-31 |
246 |
$207,000 |
246 |
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| LPL FINANCIAL CORP |
4390 |
- |
2024-03-31 |
243 |
$205,000 |
243 |
|
| Empower Advisory Group LLC |
487 |
*New |
2024-03-31 |
241 |
$203,000 |
241 |
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| TRUEPOINT, INC. |
121 |
*New |
2024-03-31 |
241 |
$203,000 |
241 |
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| Claybrook Capital LLC |
132 |
*New |
2023-09-30 |
18,658 |
$174,000 |
18,658 |
|
| FIFTH THIRD BANCORP |
1042 |
- |
2024-03-31 |
170 |
$143,000 |
0 |
|
| WASHINGTON TRUST CO |
385 |
- |
2024-03-31 |
92 |
$78,000 |
0 |
|
| Mine & Arao Wealth Creation & Management LLC. |
138 |
- |
2024-03-31 |
69 |
$58,000 |
0 |
|
| UBS Group AG |
5251 |
- |
2024-03-31 |
67 |
$57,000 |
43 |
|
| Register Financial Advisors LLC |
346 |
- |
2024-03-31 |
57 |
$48,000 |
57 |
|
| Farther Finance Advisors LLC |
1220 |
*New |
2024-03-31 |
54 |
$45,000 |
54 |
|
| TRUST CO OF VERMONT |
511 |
- |
2024-03-31 |
50 |
$42,000 |
0 |
|
| FLOW TRADERS U.S. LLC |
901 |
*Closed |
2024-03-31 |
0 |
$0 |
-650 |
|
| PROEQUITIES INC. |
5508 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Meridian Wealth Management LLC |
376 |
*Closed |
2024-03-31 |
0 |
$0 |
-314 |
|
| Arete Wealth Advisors LLC |
727 |
*Closed |
2024-03-31 |
0 |
$0 |
-321 |
|
| AE Wealth Management LLC |
1827 |
*Closed |
2024-03-31 |
0 |
$0 |
-274 |
|
| Advisor Group Holdings Inc. |
7134 |
*Closed |
2024-03-31 |
0 |
$0 |
-18 |
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46 Records found
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1
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