Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Harbor Scientific Alpha High-yield Etf (SIHY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    1
Total shares held : 
 753,144  
% of shares held : 
 28.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 225,374  
% of shares held change : 
   8.6%  
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 :
4
 127,272
 16.9%
 
Increased Positions :
6
 132,980
 17.66%
 
Unchanged Positions :
13
 29,280
 3.89%
 
Decreased Positions :
6
-25,373
-3.37%
 
Closed Positions :
5
-9,505
-1.26%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Pictet North America Advisors SA 20 - 2024-03-31 348,058 $15,842,000 68,235
   IFP Advisors Inc 141 - 2023-12-31 74,424 $3,367,000 847
   FLAGSHIP HARBOR ADVISORS LLC 110 - 2024-03-31 69,702 $3,172,000 4,152
   WT Wealth Management 35 *New 2023-12-31 54,133 $2,449,000 54,133
   Advisor Group Holdings Inc. 1613 - 2024-03-31 48,348 $2,203,000 -1,059
   LPL FINANCIAL CORP 2434 - 2024-03-31 47,945 $2,182,000 10,619
   ENVESTNET ASSET MANAGEMENT INC 2588 - 2024-03-31 41,823 $1,904,000 -634
   MML INVESTORS SERVICES LLC 1090 - 2024-03-31 39,387 $1,793,000 -408
   ROYAL BANK OF CANADA 2717 - 2024-03-31 32,113 $1,462,000 514
   JANE STREET GROUP LLC 2802 - 2024-03-31 27,629 $1,258,000 -4,236
   BANQUE PICTET & CIE SA 251 - 2024-03-31 14,220 $647,000 8,500
   GRIES FINANCIAL LLC 183 - 2024-03-31 9,418 $429,000 0
   LongView Wealth Management 123 - 2024-03-31 8,618 $392,000 104
   Archford Capital Strategies LLC 220 *New 2024-03-31 6,436 $293,000 6,436
   Independence Asset Advisors LLC 5 - 2024-03-31 5,389 $244,000 0
   CITADEL ADVISORS LLC 4455 *New 2024-03-31 4,999 $228,000 4,999
   CHARTER TRUST CO 241 - 2024-03-31 4,876 $222,000 0
   Global Retirement Partners LLC 1048 - 2024-03-31 2,329 $106,000 -688
   TOTH FINANCIAL ADVISORY CORP 288 - 2024-03-31 1,172 $53,000 14
   Column Capital Advisors LLC 333 - 2023-09-30 1,074 $46,000 -458
   JONES FINANCIAL COMPANIES LLLP 754 *New 2024-03-31 989 $45,000 989
   PRINCIPAL SECURITIES INC. 2087 - 2024-03-31 379 $17,000 0
   Venturi Wealth Management LLC 889 - 2024-03-31 254 $12,000 0
   Goss Wealth Management LLC 2881 - 2024-03-31 210 $10,000 0
   CWM LLC 3509 *New 2024-03-31 156 $7,000 156
   MORGAN STANLEY 6610 - 2024-03-31 110 $5,000 1
   Archer Investment Corp 934 - 2024-03-31 16 $1,000 0
   Cape Investment Advisory Inc. 1014 - 2023-12-31 18 $1,000 0
   ADVISORY SERVICES NETWORK, LLC 1619 *Closed 2024-03-31 0 $0 -606
   WELLS FARGO & CO/MN 5894 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 3155 - 2024-03-31 0 $0 0
   WEBSTER BANK 622 *Closed 2024-03-31 0 $0 -78
   Synergy Financial Management LLC 157 *Closed 2024-03-31 0 $0 -6,983
   HANSON MCCLAIN, INC. 3627 *Closed 2024-03-31 0 $0 -19
  34 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