Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Blackrock Flexible Income Etf (BINC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    52
Total shares held : 
 10,008,199  
% of shares held : 
 11.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 5,380,428  
% of shares held change : 
   5.98%  
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 :
54
 2,600,370
 25.98%
 
Increased Positions :
15
 2,843,556
 28.41%
 
Unchanged Positions :
6
 2,691,627
 26.89%
 
Decreased Positions :
4
-47,740
-0.48%
 
Closed Positions :
2
-15,758
-0.16%
 
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
   ENVESTNET ASSET MANAGEMENT INC 65 - 2024-03-31 13,593,423 $713,111,000 12,921,841
   LPL FINANCIAL CORP 198 - 2024-03-31 3,153,808 $165,449,000 3,049,720
   Quotient Wealth Partners LLC 6 - 2024-03-31 3,023,452 $158,610,000 521,015
   Envestnet Portfolio Solutions Inc. 47 - 2024-03-31 2,023,443 $106,150,000 1,932,320
   CWM LLC 45 - 2024-03-31 1,667,755 $87,490,000 1,662,755
   MML INVESTORS SERVICES LLC 91 - 2024-03-31 1,067,638 $56,008,000 918,075
   BLACKROCK INC. 2356 - 2024-03-31 1,028,160 $53,937,000 26,555
   PARK AVENUE SECURITIES LLC 25 - 2024-03-31 947,687 $49,716,000 905,701
   WHARTON BUSINESS GROUP, LLC 13 - 2024-03-31 890,595 $46,721,000 292,590
   UBS Group AG 777 - 2024-03-31 885,003 $46,427,000 719,225
   COMMONWEALTH EQUITY SERVICES LLC. 437 - 2024-03-31 453,765 $23,805,000 445,611
   Foundations Investment Advisors LLC 50 - 2024-03-31 345,959 $18,149,000 188,466
   EMORY UNIVERSITY 3 - 2024-03-31 295,405 $15,497,000 3,947
   JANE STREET GROUP LLC 733 - 2024-03-31 219,901 $11,536,000 167,688
   PROEQUITIES INC. 24 - 2024-03-31 206,241 $10,819,000 136,299
   Goss Wealth Management LLC 236 - 2024-03-31 176,368 $9,252,000 176,194
   Integrated Wealth Concepts LLC 166 - 2024-03-31 175,367 $9,201,000 169,267
   Priebe Wealth Holdings LLC 3 - 2024-03-31 162,790 $8,540,000 3,543
   Atria Wealth Solutions Inc. 229 - 2024-03-31 157,948 $8,286,000 153,386
   Advisor Group Holdings Inc. 827 - 2024-03-31 140,688 $7,381,000 57,307
   Beta Wealth Group Inc. 7 - 2024-03-31 135,957 $7,132,000 81,470
   PRUDENTIAL FINANCIAL INC 825 - 2024-03-31 122,946 $6,450,000 98,697
   CITADEL ADVISORS LLC 1639 - 2024-03-31 102,616 $5,383,000 81,222
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 712 - 2024-03-31 100,307 $5,262,000 93,433
   Brookstone Capital Management 212 - 2024-03-31 99,403 $5,215,000 83,253
   Equitable Holdings Inc. 235 - 2024-03-31 97,605 $5,120,000 73,473
   Private Advisor Group LLC 457 - 2024-03-31 97,461 $5,113,000 19,362
   Stratos Wealth Advisors LLC 82 - 2024-03-31 96,816 $5,079,000 51,306
   Invst LLC 42 - 2024-03-31 89,409 $4,659,000 43,840
   MORGAN STANLEY 3964 - 2024-03-31 78,918 $4,140,000 78,918
   Secure Asset Management LLC 17 - 2024-03-31 74,719 $3,920,000 5,569
   Rockefeller Capital Management L.P. 778 - 2024-03-31 72,349 $3,795,000 47,929
   WAGNER CAPITAL MANAGEMENT CORP 60 - 2024-03-31 70,595 $3,703,000 28,043
   GeoWealth Management LLC 118 - 2024-03-31 64,519 $3,385,000 64,072
   Masso Torrence Wealth Management Inc. 16 - 2024-03-31 62,807 $3,295,000 10,460
   LINCOLN NATIONAL CORP 231 - 2024-03-31 61,463 $3,224,000 51,747
   PAX Financial Group LLC 41 - 2024-03-31 58,582 $3,073,000 32,607
   Family Asset Management LLC 13 - 2024-03-31 57,729 $3,028,000 43,443
   ROYAL BANK OF CANADA 2310 - 2024-03-31 51,068 $2,679,000 37,286
   Ascent Group LLC 174 - 2024-03-31 37,940 $1,990,000 18,688
   Claro Advisors LLC 56 - 2024-03-31 35,363 $1,855,000 15,041
   IHT Wealth Management LLC 280 - 2024-03-31 34,047 $1,786,000 29,454
   CVA Family Office LLC 54 - 2024-03-31 33,845 $1,776,000 7,656
   Snowden Capital Advisors LLC 353 - 2024-03-31 31,739 $1,665,000 8,079
   ADVISORY SERVICES NETWORK, LLC 542 - 2024-03-31 28,825 $1,512,000 28,125
   Royal Capital Wealth Management LLC 24 - 2024-03-31 25,993 $1,364,000 33
   Eldridge Investment Advisors Inc. 67 - 2024-03-31 23,500 $1,233,000 19,600
   Allen Capital Group LLC 86 - 2024-03-31 22,388 $1,174,000 18,308
   KESTRA PRIVATE WEALTH SERVICES LLC 528 - 2024-03-31 20,742 $1,088,000 13,248
   OneAscent Wealth Management LLC 29 - 2024-03-31 20,442 $1,072,000 8,604
   BlackDiamond Wealth Management Inc. 42 - 2024-03-31 14,289 $750,000 8,352
   Apollon Wealth Management LLC 626 - 2024-03-31 11,549 $606,000 7,499
   BARCLAYS PLC 2651 - 2024-03-31 11,253 $590,000 10,702
   Concurrent Investment Advisors LLC 500 - 2024-03-31 11,086 $582,000 6,086
   Magnus Financial Group LLC 177 - 2024-03-31 10,780 $566,000 6,383
   ANCORA ADVISORS, LLC 468 - 2024-03-31 10,603 $556,000 4,613
   Wealthcare Advisory Partners LLC 530 - 2024-03-31 9,643 $506,000 1,441
   COMERICA BANK 2089 - 2024-03-31 6,016 $316,000 5,916
   Park Place Capital Corp 190 - 2024-03-31 5,415 $284,000 4,370
   Semmax Financial Advisors Inc. 128 - 2024-03-31 2,265 $118,000 2,054
   Glassman Wealth Services 87 - 2024-03-31 2,065 $108,000 125
   Fortis Advisors LLC 128 - 2024-03-31 1,909 $100,000 1,569
   Retirement Group LLC 298 - 2024-03-31 565 $30,000 510
  63 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