Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Harbor Long Term Growers Etf (WINN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    5
Total shares held : 
 9,104,607  
% of shares held : 
 34.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 1,951,818  
% of shares held change : 
   7.48%  
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
 673,340
 7.4%
 
Increased Positions :
21
 1,345,859
 14.78%
 
Unchanged Positions :
4
 40,920
 0.45%
 
Decreased Positions :
5
-22,497
-0.25%
 
Closed Positions :
3
-44,884
-0.49%
 
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
   LPL FINANCIAL CORP 425 - 2024-03-31 3,048,808 $71,556,000 679,315
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 197 - 2024-03-31 1,719,898 $40,366,000 83,768
   CI Private Wealth LLC 283 - 2024-03-31 1,528,073 $35,864,000 1,926
   Grant Street Asset Management Inc. 3 - 2024-03-31 1,342,438 $31,507,000 577,593
   COMMONWEALTH EQUITY SERVICES LLC. 678 - 2024-03-31 539,106 $12,653,000 204,680
   WJ Wealth Management LLC 10 - 2024-03-31 400,023 $9,389,000 144,034
   Private Advisor Group LLC 337 - 2024-03-31 318,158 $7,467,000 41,550
   SYNOVUS FINANCIAL CORP 179 - 2024-03-31 213,864 $5,020,000 23,014
   TRANSCEND WEALTH COLLECTIVE LLC 66 - 2024-03-31 184,982 $4,342,000 36,614
   ENVESTNET ASSET MANAGEMENT INC 2076 - 2024-03-31 183,097 $4,297,000 21,575
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1214 - 2024-03-31 182,882 $4,292,000 158,910
   Advisor Group Holdings Inc. 1207 - 2024-03-31 168,258 $3,949,000 26,531
   H D Vest Advisory Services 374 - 2024-03-31 160,362 $3,764,000 16,977
   MML INVESTORS SERVICES LLC 775 - 2024-03-31 156,412 $3,671,000 2,591
   SOL CAPITAL MANAGEMENT CO 94 - 2024-03-31 112,030 $2,629,000 23,596
   FINANCIAL MANAGEMENT NETWORK INC 44 - 2024-03-31 85,415 $1,965,000 21,503
   ATRIA INVESTMENTS LLC 760 - 2024-03-31 65,719 $1,542,000 6,263
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1485 - 2024-03-31 60,143 $1,412,000 27,420
   SFG Wealth Management LLC. 25 - 2024-03-31 49,969 $1,173,000 527
   Lantz Financial LLC 78 - 2024-03-31 47,328 $1,111,000 5,295
   GELLER FAMILY OFFICE SERVICES LLC 79 - 2024-03-31 40,080 $941,000 23,659
   Bluesphere Advisors LLC 34 - 2024-03-31 33,968 $797,000 22,154
   SITTNER & NELSON LLC 69 - 2024-03-31 20,030 $470,000 5,140
   FIRST HEARTLAND CONSULTANTS INC 284 - 2024-03-31 16,641 $391,000 868
   Tyler-Stone Wealth Management 127 - 2024-03-31 14,040 $330,000 6,000
   JANNEY MONTGOMERY SCOTT LLC 2434 - 2024-03-31 10,578 $248,000 578
  26 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