Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Us Treasury 2 Year Note Etf (UTWO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    12
Total shares held : 
3,441,970  
% of shares held : 
38.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
810,128  
% of shares held change : 
  9%  
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
 246,470
 7.16%
 
Increased Positions :
18
 755,351
 21.95%
 
Unchanged Positions :
8
 19,892
 0.58%
 
Decreased Positions :
15
-177,739
-5.16%
 
Closed Positions :
5
-13,954
-0.41%
 
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
   LPL FINANCIAL CORP 1050 - 2024-03-31 330,434 $15,891,000 34,902
   COMMONWEALTH EQUITY SERVICES LLC. 583 - 2024-03-31 330,208 $15,880,000 38,118
   MORGAN STANLEY 2992 - 2024-03-31 301,926 $14,520,000 191,247
   Empirical Asset Management LLC 5 - 2024-03-31 91,655 $4,408,000 4,563
   Comprehensive Portfolio Management LLC 158 - 2024-03-31 51,549 $2,479,000 42,736
   ATRIA INVESTMENTS LLC 634 - 2024-03-31 43,548 $2,094,000 4,745
   STIFEL FINANCIAL CORP 1744 - 2024-03-31 40,177 $1,932,000 5,227
   H D Vest Advisory Services 589 - 2024-03-31 34,096 $1,640,000 17,568
   UBS Group AG 3208 - 2024-03-31 31,382 $1,509,000 4,553
   Goss Wealth Management LLC 815 - 2024-03-31 29,787 $1,432,000 207
   Wealthcare Advisory Partners LLC 423 - 2024-03-31 16,776 $807,000 3,161
   Equitable Holdings Inc. 760 - 2024-03-31 11,887 $572,000 3,810
   Spinnaker Investment Group LLC 54 - 2024-03-31 10,348 $498,000 70
   MML INVESTORS SERVICES LLC 2042 - 2024-03-31 6,759 $325,000 1,358
   MARINO STRAM & ASSOCIATES LLC 132 - 2024-03-31 6,683 $321,000 1,232
   Alpha Financial Partners LLC 53 - 2024-03-31 5,376 $259,000 58
   Sigma Planning Corp 1077 - 2024-03-31 4,679 $225,000 4,679
   Kovack Advisors Inc. 420 - 2024-03-31 4,541 $218,000 15
   Lindbrook Capital LLC 543 - 2024-03-31 2,022 $97,000 22
   BENJAMIN F. EDWARDS & COMPANY INC. 1311 - 2024-03-31 952 $46,000 249
   Advisor Group Holdings Inc. 4959 - 2024-03-31 684 $33,000 684
   West Branch Capital LLC 213 - 2024-03-31 524 $25,000 3

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