Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator S&p 500 Buffer Etf (BAPR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    5
Total shares held : 
 2,448,804  
% of shares held : 
 67.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -383,665  
% of shares held change : 
   -10.62%  
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 :
2
 5,365
 0.22%
 
Increased Positions :
15
 81,641
 3.33%
 
Unchanged Positions :
31
 364,386
 14.88%
 
Decreased Positions :
28
-156,224
-6.38%
 
Closed Positions :
7
-314,447
-12.84%
 
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
   HIGHTOWER ADVISORS, LLC 834 - 2024-03-31 167,898 $6,721,000 -14,561
   Valtinson Bruner Financial Planning LLC 15 - 2024-03-31 100,500 $4,024,000 -2,921
   Advisor Group Holdings Inc. 1199 - 2024-03-31 99,601 $3,988,000 -24,955
   ENVESTNET ASSET MANAGEMENT INC 2441 - 2024-03-31 61,337 $2,456,000 -10,980
   LINCOLN NATIONAL CORP 312 - 2024-03-31 54,192 $2,170,000 -7,557
   Maltin Wealth Management Inc. 27 - 2024-03-31 51,899 $2,078,000 -3,184
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 41 - 2024-03-31 49,927 $1,999,000 -220
   Sunbelt Securities Inc. 95 - 2024-03-31 46,530 $1,863,000 -3,500
   Southland Equity Partners LLC 47 - 2024-03-31 35,061 $1,404,000 -231
   CENTAURUS FINANCIAL INC. 195 - 2024-03-31 33,459 $1,340,000 -844
   JANNEY MONTGOMERY SCOTT LLC 1469 - 2024-03-31 26,937 $1,079,000 -49,279
   RAYMOND JAMES & ASSOCIATES 2555 - 2024-03-31 25,710 $1,029,000 -500
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2749 - 2024-03-31 21,275 $852,000 -5,610
   MML INVESTORS SERVICES LLC 1538 - 2024-03-31 19,814 $793,000 -1,305
   DHJJ Financial Advisors Ltd. 53 - 2024-03-31 19,390 $776,000 -11,806
   MULTIFINANCIAL SECURITIES CORP 1300 - 2024-03-31 19,226 $770,000 -10,490
   TOWNSQUARE CAPITAL LLC 829 - 2024-03-31 13,530 $542,000 -13,511
   Beacon Pointe Advisors LLC 912 - 2024-03-31 12,166 $487,000 -102
   SRS Capital Advisors Inc. 195 - 2024-03-31 11,015 $441,000 -332
   FSA Advisors Inc. 80 - 2024-03-31 8,609 $345,000 -38
   BECK CAPITAL MANAGEMENT LLC 98 - 2024-03-31 8,507 $341,000 -307
   AE Wealth Management LLC 992 - 2024-03-31 6,599 $264,000 -2,717
   BCS Wealth Management 206 - 2024-03-31 6,046 $242,000 -7,940
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2959 - 2024-03-31 6,031 $241,000 -1,359
   Bellwether Advisors LLC 111 - 2024-03-31 5,902 $236,000 -7,770
   Diligent Investors LLC 294 - 2024-03-31 5,733 $230,000 -15
   Orion Capital Management LLC 133 - 2024-03-31 4,334 $174,000 -790
   ROYAL BANK OF CANADA 4365 - 2024-03-31 3,697 $148,000 -3,134
   Castleview Partners LLC 233 - 2024-03-31 3,141 $126,000 -249
  29 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