Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Simplify Health Care Etf (PINK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    8
Total shares held : 
792,959  
% of shares held : 
48.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
-32,263  
% of shares held change : 
  -1.98%  
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 :
1
 3,456
 0.44%
 
Increased Positions :
10
 121,498
 15.32%
 
Unchanged Positions :
5
 24,463
 3.09%
 
Decreased Positions :
7
-55,028
-6.94%
 
Closed Positions :
9
-102,189
-12.89%
 
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
   Gladstone Institutional Advisory LLC 21 - 2024-03-31 519,927 $16,076,000 408,879
   LPL FINANCIAL CORP 1269 - 2024-03-31 354,532 $10,962,000 248,919
   STIFEL FINANCIAL CORP 1337 - 2024-03-31 114,042 $3,526,000 17,762
   CIBC WORLD MARKETS INC. 633 - 2024-03-31 52,125 $1,612,000 27,825
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1487 - 2024-03-31 45,637 $1,411,000 45,637
   JANE STREET GROUP LLC 3039 - 2024-03-31 33,082 $1,023,000 33,082
   CITADEL ADVISORS LLC 3165 - 2024-03-31 29,319 $907,000 29,319
   HIGHTOWER ADVISORS, LLC 1857 - 2024-03-31 28,232 $866,000 9,874
   ROYAL BANK OF CANADA 3307 - 2024-03-31 20,387 $630,000 5,625
   BANK OF MONTREAL /CAN/ 2107 - 2024-03-31 15,052 $467,000 11,596
   Patriot Financial Group Insurance Agency LLC 330 - 2024-03-31 11,316 $350,000 908
   PRIVATE TRUST CO NA 866 - 2024-03-31 3,249 $100,000 1,440
   Game Plan Financial Advisors LLC 205 - 2024-03-31 300 $9,000 100
   MORGAN STANLEY 6749 - 2024-03-31 102 $3,000 101

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