Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
T Rowe Price Dividend Growth Etf (TDVG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    2
Total shares held : 
 5,144,800  
% of shares held : 
 57.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 465,382  
% of shares held change : 
   5.17%  
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 :
9
 762,167
 14.81%
 
Increased Positions :
29
 340,969
 6.63%
 
Unchanged Positions :
13
 113,791
 2.21%
 
Decreased Positions :
24
-547,531
-10.64%
 
Closed Positions :
11
-90,223
-1.75%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1225 - 2024-03-31 428,702 $16,291,000 -92,876
   Frontier Asset Management LLC 8 - 2024-03-31 284,795 $10,822,000 -57,206
   J P MORGAN CHASE & CO 2522 - 2024-03-31 116,531 $4,428,000 -26,748
   Grant Street Asset Management Inc. 11 - 2024-03-31 103,483 $3,932,000 -1,183
   Empire Life Investments Inc. 70 - 2024-03-31 59,448 $2,259,000 -14,100
   THOROUGHBRED FINANCIAL SERVICES LLC 135 - 2024-03-31 43,191 $1,641,000 -472
   Beaumont Financial Advisors LLC 100 - 2024-03-31 40,585 $1,542,000 -44
   AXXCESS WEALTH MANAGEMENT LLC 303 - 2024-03-31 38,033 $1,445,000 -1,145
   LPL FINANCIAL CORP 2839 - 2024-03-31 36,817 $1,399,000 -2,699
   Cedar Brook Financial Partners LLC 110 - 2024-03-31 29,374 $1,116,000 -220
   STUDIO INVESTMENT MANAGEMENT LLC 73 - 2024-03-31 24,657 $937,000 -1,850
   NavPoint Financial Inc. 28 - 2024-03-31 22,005 $836,000 -108
   Cornerstone Advisory LLP 111 - 2024-03-31 19,053 $724,000 -25,795
   Strategic Blueprint LLC 326 - 2024-03-31 17,460 $663,000 -7,747
   Evernest Financial Advisors LLC 74 - 2024-03-31 17,375 $632,000 -1,664
   Future Financial Wealth Managment LLC 45 - 2024-03-31 15,844 $602,000 -440
   Advisor Group Holdings Inc. 2847 - 2024-03-31 14,339 $545,000 -226,998
   PRUDENTIAL FINANCIAL INC 2162 - 2024-03-31 13,449 $511,000 -3,803
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2520 - 2024-03-31 12,775 $485,000 -12,541
   Arete Wealth Advisors LLC 305 - 2024-03-31 11,782 $448,000 -7,802
   Csenge Advisory Group 468 - 2024-03-31 11,271 $428,000 -231
   Envestnet Portfolio Solutions Inc. 1185 - 2024-03-31 11,150 $424,000 -9,565
   Capital Analysts Inc. 343 - 2024-03-31 10,458 $397,000 -655
   Atria Wealth Solutions Inc. 1459 - 2024-03-31 9,046 $344,000 -31,405
   STIFEL FINANCIAL CORP 2822 - 2024-03-31 8,971 $341,000 -637
   GeoWealth Management LLC 541 - 2024-03-31 8,702 $331,000 -8,706
   JANE STREET GROUP LLC 4444 - 2024-03-31 7,238 $275,000 -13,242
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4192 - 2024-03-31 6,962 $265,000 -57,521
   Ahrens Investment Partners LLC 116 - 2023-03-31 8,148 $260,000 -370
   PRINCIPAL SECURITIES INC. 907 - 2024-03-31 6,738 $256,000 -474
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2047 - 2024-03-31 6,320 $240,000 -1,000
  31 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