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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    6
Total shares held : 
 1,740,229  
% of shares held : 
 84.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 320,328  
% of shares held change : 
   15.55%  
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 :
8
 196,428
 11.29%
 
Increased Positions :
10
 294,194
 16.91%
 
Unchanged Positions :
2
 41,673
 2.39%
 
Decreased Positions :
4
-154,283
-8.87%
 
Closed Positions :
2
-16,011
-0.92%
 
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
   Gratus Capital LLC 5 - 2024-03-31 1,047,387 $53,286,000 48,630
   Requisite Capital Management LLC 11 - 2024-03-31 130,116 $6,650,000 1,146
   CAMARDA FINANCIAL ADVISORS, LLC 13 - 2024-03-31 104,821 $5,333,000 33,146
   STIFEL FINANCIAL CORP 1142 - 2024-03-31 97,579 $4,964,000 44,829
   Congress Wealth Management LLC / DE / 237 - 2024-03-31 87,706 $4,462,000 27,400
   Sage Mountain Advisors LLC 37 - 2024-03-31 72,451 $3,686,000 49,851
   Heritage Trust Co 65 - 2024-03-31 65,956 $3,356,000 18,643
   UBS Group AG 2528 - 2024-03-31 65,765 $3,346,000 29,171
   LPL FINANCIAL CORP 2144 - 2024-03-31 60,113 $3,058,000 33,390
   MECHANICS BANK TRUST DEPARTMENT 60 - 2024-03-31 59,950 $3,050,000 42,500
   TRANSAMERICA FINANCIAL ADVISORS, INC. 92 - 2024-03-31 54,502 $2,773,000 48,510
   Lewis Asset Management LLC 11 - 2024-03-31 43,267 $2,201,000 1,594
   Secure Asset Management LLC 62 - 2024-03-31 29,354 $1,493,000 1,804
   ISLAY CAPITAL MANAGEMENT LLC 28 - 2024-03-31 25,050 $1,274,000 7,550
   COMMONWEALTH EQUITY SERVICES LLC. 2394 - 2024-03-31 15,591 $793,000 387
   Advisor Group Holdings Inc. 3191 - 2024-03-31 7,013 $357,000 6,882
   BENJAMIN EDWARDS INC 412 - 2024-03-31 1,905 $97,000 423
  17 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