Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Franklin Liberty Intermediate Municipal Opptys Etf (FLMI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    12
Total shares held : 
 4,378,373  
% of shares held : 
 48.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 581,361  
% of shares held change : 
   6.46%  
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 :
16
 391,437
 8.94%
 
Increased Positions :
12
 463,966
 10.6%
 
Unchanged Positions :
8
 59,630
 1.36%
 
Decreased Positions :
14
-209,545
-4.79%
 
Closed Positions :
4
-64,497
-1.47%
 
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
   FRANKLIN RESOURCES INC 586 - 2024-03-31 1,774,380 $43,526,000 -33,025
   LPL FINANCIAL CORP 1029 - 2024-03-31 671,794 $16,479,000 134,775
   CENTRAL BANK & TRUST CO 9 - 2024-03-31 599,424 $14,698,000 302,019
   Advisor Group Holdings Inc. 905 - 2024-03-31 257,380 $6,256,000 73,458
   J P MORGAN CHASE & CO 2514 - 2024-03-31 181,818 $4,460,000 -81,198
   Patriot Financial Group Insurance Agency LLC 32 - 2024-03-31 150,152 $3,683,000 78,796
   MARINER WEALTH ADVISORS, LLC 871 *New 2024-03-31 141,224 $3,464,000 141,224
   ShoreHaven Wealth Partners LLC 18 - 2024-03-31 140,153 $3,438,000 15,224
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1424 - 2024-03-31 120,098 $2,946,000 375
   BANK OF NEW YORK MELLON CORP 2604 - 2024-03-31 110,009 $2,699,000 18,866
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1139 - 2024-03-31 99,078 $2,430,000 10,635
   CLS INVESTMENT FIRM LLC 412 - 2022-12-31 100,621 $2,351,000 -1,587
   QUANTITATIVE ADVANTAGE LLC 68 - 2023-03-31 84,191 $2,014,000 17,377
   CAPTRUST FINANCIAL ADVISORS 835 - 2024-03-31 76,121 $1,867,000 -14,616
   Leeward Financial Partners LLC 46 - 2024-03-31 55,191 $1,354,000 8,508
   JANE STREET GROUP LLC 2796 - 2024-03-31 51,500 $1,263,000 24,643
   Stratos Wealth Advisors LLC 301 - 2024-03-31 47,729 $1,171,000 4,153
   Atlas Private Wealth Management 66 - 2024-03-31 47,589 $1,167,000 1,039
   Financial Advocates Investment Management 287 - 2024-03-31 46,141 $1,132,000 8,328
   Landmark Wealth Management LLC 41 - 2024-03-31 44,245 $1,085,000 -2,707
   Cetera Investment Advisers 2019 - 2024-03-31 43,050 $1,056,000 34,785
   COMMONWEALTH EQUITY SERVICES LLC. 2206 - 2024-03-31 41,695 $1,023,000 12,477
   WULFF HANSEN & CO. 33 *New 2024-03-31 41,187 $1,010,000 41,187
   Bowman & Co S.C. 50 *New 2024-03-31 40,344 $990,000 40,344
   Orion Portfolio Solutions LLC 987 - 2024-03-31 40,200 $986,000 -18,501
   Steward Partners Investment Advisory LLC 812 - 2024-03-31 38,263 $939,000 24,302
   Cedar Point Capital Partners LLC 28 - 2024-03-31 37,556 $921,000 3,037
   RAYMOND JAMES & ASSOCIATES 2630 - 2024-03-31 37,210 $913,000 -10,451
   SFG Wealth Management LLC. 37 *New 2024-03-31 28,351 $695,000 28,351
   Private Advisor Group LLC 1354 - 2024-03-31 27,168 $666,000 8,244
   ESSEX FINANCIAL SERVICES INC 293 - 2024-03-31 24,224 $594,000 11,304
   ENVESTNET ASSET MANAGEMENT INC 3329 - 2024-03-31 23,021 $565,000 6,874
   Collaborative Wealth Managment Inc. 82 - 2024-03-31 22,035 $541,000 9,120
   FINANCIAL NETWORK 1892 - 2024-03-31 21,464 $527,000 3,163
   Kestra Advisory Services LLC 1642 - 2024-03-31 20,844 $511,000 6,959
   Gladstone Institutional Advisory LLC 451 - 2024-03-31 17,511 $430,000 642
   Visionary Wealth Advisors 352 - 2024-03-31 17,105 $420,000 -1,551
   MULTIFINANCIAL SECURITIES CORP 1728 *New 2024-03-31 16,629 $408,000 16,629
   Equitable Holdings Inc. 875 - 2024-03-31 16,510 $405,000 -6,114
   Bill Few Associates Inc. 110 - 2024-03-31 15,302 $375,000 0
   Redhawk Wealth Advisors Inc. 224 - 2024-03-31 14,895 $365,000 334
   CITADEL ADVISORS LLC 4049 *New 2024-03-31 14,598 $358,000 14,598
   BB&T CORP 2193 - 2024-03-31 13,901 $341,000 109
   JANNEY MONTGOMERY SCOTT LLC 2366 - 2024-03-31 11,374 $279,000 216
   H D Vest Advisory Services 1342 *New 2024-03-31 11,225 $275,000 11,225
   STIFEL FINANCIAL CORP 2952 *New 2024-03-31 11,085 $272,000 11,085
   RFG Advisory Group LLC 637 *New 2024-03-31 10,614 $260,000 10,614
   Magnus Financial Group LLC 294 - 2024-03-31 9,110 $223,000 549
   AE Wealth Management LLC 1057 - 2024-03-31 8,821 $216,000 -7,775
   TrueWealth Advisors LLC 199 *New 2024-03-31 8,576 $210,000 8,576
   Aspire Wealth Management Corp 101 - 2024-03-31 7,215 $177,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 943 - 2024-03-31 7,022 $172,000 0
   PRIVATE TRUST CO NA 723 - 2024-03-31 6,479 $159,000 0
   Pineridge Advisors LLC 73 - 2024-03-31 5,500 $135,000 -76
   HARBOUR INVESTMENTS INC. 1236 *New 2023-12-31 3,242 $79,000 3,242
   GAMMA Investing LLC 959 *New 2024-03-31 2,282 $56,000 2,282
   Creekmur Asset Management LLC 243 - 2024-03-31 2,177 $53,000 0
   SUMMIT INVESTMENT ADVISORS INC 2212 - 2024-03-31 1,793 $44,000 283
   VitalStone Financial LLC 193 - 2024-03-31 1,500 $37,000 200
   CWM LLC 2516 - 2024-03-31 1,445 $35,000 -886
   Geneos Wealth Management Inc. 1188 - 2024-03-31 1,412 $35,000 412
   Tidemark LLC 396 - 2024-03-31 534 $13,000 4
   Capital Analysts Inc. 894 - 2024-03-31 500 $12,000 0
   PROEQUITIES INC. 2787 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7567 *New 2024-03-31 1 $0 1
   ODell Group LLC 338 *Closed 2024-03-31 0 $0 -179
  66 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