|
Institutional
Holders
Total
Institutions:
|
40 6 |
|
Total
shares held :
|
2,336,408 |
|
% of shares
held :
|
25.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
119,752 |
|
% of shares
held change :
|
1.33% |
|
Quarter
Price vs. Current Price:
|
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SHARIAPORTFOLIO INC. |
1 |
- |
2024-03-31 |
885,013 |
$33,515,000 |
-92,067 |
|
MANUFACTURERES LIFE INSURANCE CO |
472 |
- |
2024-03-31 |
833,969 |
$31,582,000 |
174,459 |
|
CHILDRESS CAPITAL ADVISORS LLC |
20 |
- |
2024-03-31 |
91,510 |
$3,465,000 |
-15,700 |
|
Farther Finance Advisors LLC |
117 |
- |
2024-03-31 |
66,361 |
$2,513,000 |
13,440 |
|
MISSION WEALTH MANAGEMENT LLC |
207 |
- |
2024-03-31 |
40,165 |
$1,521,000 |
52 |
|
Sequoia Financial Advisors LLC |
385 |
- |
2024-03-31 |
38,380 |
$1,453,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1101 |
- |
2024-03-31 |
35,394 |
$1,340,000 |
-1,285 |
|
ENVESTNET ASSET MANAGEMENT INC |
2909 |
- |
2024-03-31 |
30,942 |
$1,172,000 |
-3,485 |
|
BB&T CORP |
1508 |
- |
2024-03-31 |
30,844 |
$1,168,000 |
-3,583 |
|
Compagnie Lombard Odier SCA |
154 |
- |
2024-03-31 |
30,300 |
$1,147,000 |
-3,200 |
|
NWAM LLC |
211 |
- |
2024-03-31 |
28,343 |
$1,065,000 |
4,076 |
|
Vertex Planning Partners LLC |
47 |
- |
2024-03-31 |
25,369 |
$961,000 |
0 |
|
SYNOVUS FINANCIAL CORP |
466 |
- |
2024-03-31 |
24,291 |
$920,000 |
1,534 |
|
LPL FINANCIAL CORP |
3204 |
- |
2024-03-31 |
24,262 |
$919,000 |
6,658 |
|
ROYAL BANK OF CANADA |
3112 |
- |
2024-03-31 |
21,996 |
$833,000 |
12,120 |
|
TWO SIGMA INVESTMENTS LLC |
2064 |
- |
2024-03-31 |
18,400 |
$697,000 |
-8,100 |
|
CAPTRUST FINANCIAL ADVISORS |
1345 |
- |
2024-03-31 |
17,215 |
$652,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3088 |
- |
2024-03-31 |
17,083 |
$647,000 |
6,315 |
|
CIBC WORLD MARKETS INC. |
858 |
- |
2024-03-31 |
16,602 |
$629,000 |
1,632 |
|
CITADEL ADVISORS LLC |
3644 |
*New |
2024-03-31 |
14,374 |
$544,000 |
14,374 |
|
MARSHALL WACE LLP |
1678 |
*New |
2024-03-31 |
12,632 |
$478,000 |
12,632 |
|
Main Street Financial Solutions LLC |
335 |
- |
2024-03-31 |
11,422 |
$433,000 |
-491 |
|
GTS SECURITIES LLC |
861 |
- |
2024-03-31 |
10,956 |
$415,000 |
10,956 |
|
Cresset Asset Management LLC |
1464 |
*New |
2024-03-31 |
9,602 |
$364,000 |
9,602 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
613 |
- |
2024-03-31 |
9,447 |
$358,000 |
2,102 |
|
Advisor Group Holdings Inc. |
3265 |
- |
2024-03-31 |
8,471 |
$321,000 |
1,581 |
|
FIFTH THIRD BANCORP |
873 |
- |
2024-03-31 |
8,140 |
$308,000 |
0 |
|
Y.D. More Investments Ltd |
151 |
- |
2024-03-31 |
7,900 |
$299,000 |
1,320 |
|
Snowden Capital Advisors LLC |
1000 |
*New |
2024-03-31 |
6,926 |
$262,000 |
6,926 |
|
TD Waterhouse Canada Inc. |
739 |
- |
2024-03-31 |
5,895 |
$240,000 |
70 |
|
Kestra Advisory Services LLC |
2157 |
*New |
2024-03-31 |
6,129 |
$232,000 |
6,129 |
|
Apollon Wealth Management LLC |
996 |
- |
2024-03-31 |
5,823 |
$221,000 |
-2,370 |
|
Chicago Partners Investment Group LLC |
672 |
*New |
2024-03-31 |
5,957 |
$217,000 |
5,957 |
|
BANK OF AMERICA CORP /DE/ |
4871 |
- |
2024-03-31 |
5,474 |
$207,000 |
2,300 |
|
PROEQUITIES INC. |
675 |
- |
2024-03-31 |
5,224 |
$198,000 |
8 |
|
Federation des caisses Desjardins du Quebec |
1087 |
- |
2024-03-31 |
4,810 |
$182,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1273 |
- |
2024-03-31 |
4,420 |
$166,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2721 |
- |
2024-03-31 |
4,300 |
$163,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1707 |
- |
2024-03-31 |
3,434 |
$130,000 |
1,310 |
|
IFP Advisors Inc |
1592 |
- |
2023-12-31 |
1,209 |
$41,000 |
64 |
|
Northwest Financial Advisors |
408 |
- |
2024-03-31 |
520 |
$20,000 |
0 |
|
NVWM LLC |
282 |
- |
2024-03-31 |
440 |
$17,000 |
0 |
|
MORGAN STANLEY |
6522 |
- |
2024-03-31 |
201 |
$8,000 |
0 |
|
Larson Financial Group LLC |
1187 |
- |
2024-03-31 |
130 |
$5,000 |
0 |
|
Bogart Wealth LLC |
876 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
6182 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,817 |
|
Steward Partners Investment Advisory LLC |
3469 |
*Closed |
2024-03-31 |
0 |
$0 |
-758 |
|
GOLDMAN SACHS GROUP INC/ |
4907 |
*Closed |
2024-03-31 |
0 |
$0 |
-73,590 |
|
|
48 Records found
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1
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