Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Global X Cybersecurity Etf (BUG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 158    4
Total shares held : 
7,087,038  
% of shares held : 
7.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-30,595  
% of shares held change : 
  -0.03%  
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 :
17
 131,993
 1.86%
 
Increased Positions :
48
 797,005
 11.25%
 
Unchanged Positions :
42
 277,378
 3.91%
 
Decreased Positions :
51
-827,819
-11.68%
 
Closed Positions :
13
-131,774
-1.86%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   Thrive Capital Management LLC 5 *New 2024-03-31 373,124 $9,204,000 373,124
   Oakmont Partners LLC 312 *New 2024-03-31 46,010 $1,369,000 46,010
   Nelson Van Denburg & Campbell Wealth Management Gr 334 *New 2024-03-31 26,842 $799,000 26,842
   MARINER WEALTH ADVISORS, LLC 1670 *New 2024-03-31 26,771 $796,000 26,771
   Spire Wealth Management 460 *New 2024-03-31 21,377 $636,000 21,377
   Owen LaRue LLC 42 *New 2024-03-31 21,252 $632,000 21,252
   Sterling Investment Counsel LLC 65 *New 2024-03-31 21,138 $629,000 21,138
   Joseph P. Lucia & Associates LLC 81 *New 2024-03-31 13,697 $407,000 13,697
   Intrepid Financial Planning Group LLC 88 *New 2024-03-31 12,037 $358,000 12,037
   Stratos Wealth Partners LTD. 1014 *New 2024-03-31 11,847 $352,000 11,847
   Joel Isaacson & Co. LLC 258 *New 2024-03-31 11,523 $343,000 11,523
   Integrated Wealth Concepts LLC 1263 *New 2024-03-31 10,909 $325,000 10,909
   HRT FINANCIAL LLC 1423 *New 2024-03-31 10,904 $324,000 10,904
   Atria Wealth Solutions Inc. 1510 *New 2024-03-31 10,647 $317,000 10,647
   Atlantic Trust Group LLC 1015 *New 2024-03-31 8,941 $265,000 8,941
   MCCORMACK ADVISORS INTERNATIONAL 1009 *New 2024-03-31 7,100 $211,000 7,100
   H D Vest Advisory Services 1508 *New 2024-03-31 7,046 $210,000 7,046
   Fernwood Investment Management LLC 289 *New 2024-03-31 2,650 $79,000 2,650
   FRG Family Wealth Advisors LLC 199 *New 2024-03-31 2,185 $61,000 2,185
   BALDWIN BROTHERS INC/MA 344 *New 2024-03-31 2,000 $60,000 2,000
   Banque Cantonale Vaudoise 761 *New 2024-03-31 1,926 $57,000 1,926
   GLENMEDE TRUST CO NA 1266 *New 2024-03-31 1,740 $52,000 1,740
   Capital Investment Advisory Services LLC 813 *New 2024-03-31 327 $10,000 327
   Ronald Blue Trust Inc. 1728 *New 2024-03-31 91 $3,000 91

  24 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results