Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
iShares Inc (CEMB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    3
Total shares held : 
4,196,785  
% of shares held : 
41.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
-988,878  
% of shares held change : 
  -9.78%  
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
 11,157
 0.27%
 
Increased Positions :
17
 245,435
 5.85%
 
Unchanged Positions :
13
 366,106
 8.72%
 
Decreased Positions :
32
-566,019
-13.49%
 
Closed Positions :
7
-679,451
-16.19%
 
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
   ACT WEALTH MANAGEMENT LLC 6 - 2024-03-31 369,897 $16,453,000 11,568
   CITIGROUP INC 779 - 2024-03-31 296,407 $13,184,000 287,473
   MACKENZIE FINANCIAL CORP 444 - 2024-03-31 219,869 $9,780,000 79,077
   DORVAL Corp 10 - 2024-03-31 210,858 $9,324,000 4,570
   UBS Group AG 1711 - 2024-03-31 192,346 $8,556,000 27,427
   Leo Wealth LLC 28 - 2024-03-31 156,891 $6,957,000 11,361
   SCOTIA CAPITAL INC. 217 - 2024-03-31 145,272 $6,462,000 10,745
   LOOMIS SAYLES & CO L P 383 - 2024-03-31 116,817 $5,196,000 53,041
   BLACKROCK INC. 3484 - 2024-03-31 116,284 $5,172,000 5,409
   BFT FINANCIAL GROUP LLC 29 - 2023-06-30 111,169 $4,813,000 7,332
   AMERIPRISE FINANCIAL INC 2338 - 2024-03-31 106,102 $4,728,000 99,566
   MORGAN STANLEY 4133 - 2024-03-31 74,576 $3,317,000 11,324
   David Kennon Inc 21 - 2024-03-31 70,100 $3,118,000 452
   ROYAL BANK OF CANADA 2375 - 2024-03-31 55,540 $2,470,000 2,234
   NorthStar Asset Management LLC /NJ/ 20 - 2024-03-31 46,870 $2,085,000 4,365
   OPPENHEIMER & CO INC 517 - 2024-03-31 45,154 $2,008,000 7,366
   LeJeune Puetz Investment Counsel LLC 51 - 2023-03-31 41,825 $1,822,000 2,900
   Bulltick Wealth Management LLC 55 - 2024-03-31 40,310 $1,793,000 12,067
   BANK OF AMERICA CORP /DE/ 3696 - 2024-03-31 38,300 $1,704,000 581
   JANE STREET GROUP LLC 2517 - 2024-03-31 35,871 $1,596,000 35,871
   PRUDENTIAL CORP PLC 465 - 2024-03-31 29,210 $1,299,000 17,400
   LPL FINANCIAL CORP 3105 - 2024-03-31 23,085 $1,027,000 6,020
   RAYMOND JAMES & ASSOCIATES 2576 - 2024-03-31 22,372 $995,000 225
   D E SHAW & CO INC 2023 - 2024-03-31 20,000 $890,000 14,500
   OLD MISSION CAPITAL LLC 455 - 2024-03-31 17,037 $758,000 17,037
   Columbus Macro LLC 134 - 2024-03-31 12,012 $534,000 163
   Activest Wealth Management 37 - 2024-03-31 10,878 $484,000 8,988
   PRINCIPAL SECURITIES INC. 789 - 2024-03-31 8,080 $359,000 1,662
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2720 - 2024-03-31 7,987 $355,000 1,036
   Cetera Investment Advisers 2998 - 2024-03-31 6,858 $305,000 1,180
   CENTAURUS FINANCIAL INC. 601 - 2024-03-31 4,752 $211,000 544
   Migdal Insurance & Financial Holdings Ltd. 206 - 2024-03-31 4,700 $209,000 490
   FIXED INCOME SECURITIES INC 1155 - 2024-03-31 3,961 $176,000 2,446
   COMERICA BANK 2617 - 2024-03-31 1,684 $75,000 180
   HARBOUR INVESTMENTS INC. 1794 - 2023-12-31 512 $23,000 85
   Goss Wealth Management LLC 2708 - 2024-03-31 345 $15,000 3
   Versant Capital Management Inc 660 - 2024-03-31 291 $13,000 2

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