Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Pacer Trendpilot 750 Etf (PTLC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 181    1
Total shares held : 
 36,971,282  
% of shares held : 
 61.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 1,461,768  
% of shares held change : 
   2.42%  
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 :
13
 806,213
 2.18%
 
Increased Positions :
80
 2,597,417
 7.03%
 
Unchanged Positions :
29
 473,460
 1.28%
 
Decreased Positions :
59
-1,731,545
-4.68%
 
Closed Positions :
12
-210,317
-0.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   BANK OF AMERICA CORP /DE/ 498 - 2024-03-31 5,864,336 $279,846,000 -227,750
   MORGAN STANLEY 776 - 2024-03-31 4,284,290 $204,446,000 -75,800
   LPL FINANCIAL CORP 232 - 2024-03-31 2,999,567 $143,139,000 -41,201
   WELLS FARGO & CO/MN 440 - 2024-03-31 2,320,536 $110,736,000 -222,888
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 179 - 2024-03-31 1,520,275 $72,548,000 -44,309
   Advisor Group Holdings Inc. 130 - 2024-03-31 1,454,224 $69,396,000 -22,258
   UBS Group AG 689 - 2024-03-31 1,214,107 $57,937,000 -208,598
   RAYMOND JAMES & ASSOCIATES 534 - 2024-03-31 723,098 $34,506,000 -2,058
   Ferguson Shapiro LLC 3 - 2024-03-31 600,239 $28,643,000 -115,094
   MML INVESTORS SERVICES LLC 297 - 2024-03-31 334,208 $15,948,000 -6,733
   Pacer Advisors Inc. 334 - 2024-03-31 225,865 $10,778,000 -18,800
   Financial Enhancement Group LLC 17 - 2024-03-31 223,569 $10,418,000 -8,536
   Steward Partners Investment Advisory LLC 190 - 2024-03-31 217,004 $10,355,000 -11,802
   Tyche Wealth Partners LLC 7 - 2024-03-31 215,139 $10,266,000 -18,836
   CREATIVE PLANNING 498 - 2024-03-31 150,882 $7,200,000 -6,868
   WEALTH BUILDERS 15 - 2024-03-31 142,688 $6,809,000 -53,058
   Goss Wealth Management LLC 324 - 2024-03-31 131,484 $6,274,000 -9,289
   CAMARDA FINANCIAL ADVISORS, LLC 11 - 2024-03-31 124,933 $5,962,000 -9,873
   J2 Capital Management Inc 5 - 2023-09-30 96,300 $3,848,000 -1,990
   Kathmere Capital Management LLC 67 - 2024-03-31 40,212 $1,919,000 -3,844
   Oder Investment Management LLC 16 - 2024-03-31 39,433 $1,882,000 -584
   MONEY CONCEPTS CAPITAL CORP 152 - 2024-03-31 38,303 $1,828,000 -40,405
   Advisor Resource Council 27 - 2024-03-31 32,883 $1,569,000 -7,335
   BEAM Asset Management LLC 28 - 2024-03-31 31,247 $1,491,000 -1,185
   AXXCESS WEALTH MANAGEMENT LLC 309 - 2024-03-31 28,634 $1,366,000 -2,230
   Capital Asset Advisory Services LLC 118 - 2024-03-31 28,634 $1,356,000 -2,230
   American Institute for Advanced Investment Managem 26 - 2024-03-31 28,045 $1,338,000 -855
   Concurrent Investment Advisors LLC 323 - 2024-03-31 27,727 $1,323,000 -1,706
   WCG Wealth Advisors LLC 163 - 2024-03-31 27,048 $1,291,000 -83,912
   WELCH GROUP, LLC 86 - 2024-03-31 20,807 $993,000 -1,515
   JBR Co Financial Management Inc 37 - 2024-03-31 18,571 $886,000 -2,229
   Western Wealth Management LLC 247 - 2024-03-31 18,524 $884,000 -7,587
   Sigma Planning Corp 538 - 2024-03-31 18,131 $865,000 -39,409
   Golden State Equity Partners 133 - 2023-12-31 16,557 $716,000 -8,171
   Apollon Wealth Management LLC 624 - 2024-03-31 12,700 $606,000 -1,715
   Inspire Advisors LLC 205 - 2024-03-31 10,703 $511,000 -1,215
   Spire Wealth Management 508 - 2024-03-31 10,691 $510,000 -400
   Patriot Financial Group Insurance Agency LLC 273 - 2024-03-31 10,518 $502,000 -300
   Integrated Wealth Concepts LLC 1049 - 2024-03-31 10,416 $497,000 -172
   WNY Asset Management LLC 148 - 2024-03-31 10,397 $496,000 -82
   SILVERLAKE WEALTH MANAGEMENT LLC 106 - 2024-03-31 9,803 $468,000 -375
   BANK OF MONTREAL /CAN/ 2179 - 2024-03-31 8,811 $421,000 -893
   Eudaimonia Partners LLC 159 - 2024-03-31 8,790 $419,000 -2,045
   EQIS CAPITAL MANAGEMENT, INC. 494 - 2024-03-31 8,592 $410,000 -72
   Merit Financial Group LLC 631 - 2024-03-31 8,062 $376,000 -557
   INSIGNEO ADVISORY SERVICES LLC 350 - 2024-03-31 7,275 $347,000 -1,565
   Clear Creek Financial Management LLC 311 - 2024-03-31 6,843 $327,000 -6,427
   Insight Advisors LLC/ PA 250 - 2024-03-31 5,385 $257,000 -215
   J P MORGAN CHASE & CO 4093 - 2024-03-31 5,353 $255,000 -1,672
   Gateway Wealth Partners LLC 205 - 2024-03-31 4,945 $236,000 -571
   Kingsview Wealth Management LLC 920 - 2024-03-31 4,705 $225,000 -1,069
   Oakworth Capital Inc. 188 - 2024-03-31 4,560 $218,000 -1,701
   Westside Investment Management Inc. 228 - 2024-03-31 3,750 $179,000 -250
   IFP Advisors Inc 1360 - 2023-12-31 1,656 $72,000 -560
   Colonial Trust Co / SC 473 - 2024-03-31 1,446 $69,000 -141
   BENJAMIN F. EDWARDS & COMPANY INC. 1497 - 2024-03-31 463 $22,000 -1,000
  56 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