Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Index Funds (VFIA.X)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    0
Total shares held : 
 328,103  
% of shares held : 
 3.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 -158,327  
% of shares held change : 
   -1.76%  
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 :
3
 5,970
 1.82%
 
Increased Positions :
15
 27,786
 8.47%
 
Unchanged Positions :
7
 25,068
 7.64%
 
Decreased Positions :
12
-186,631
-56.88%
 
Closed Positions :
3
-5,452
-1.66%
 
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
   FULTON BANK, N.A. 3 - 2024-03-31 133,561 $64,755,000 -1,298
   PARTNERS CAPITAL INVESTMENT GROUP LLP 30 - 2024-03-31 42,191 $20,455,000 -3,408
   GOFEN & GLOSSBERG LLC /IL/ 107 - 2022-12-31 23,734 $8,404,000 -321
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 96 - 2024-03-31 10,387 $5,036,000 -222
   MOTCO 91 - 2024-03-31 9,548 $4,629,000 -576
   Williams Jones Wealth Management LLC. 136 - 2024-03-31 8,431 $4,088,000 -228
   NEVILLE RODIE & SHAW INC 76 - 2024-03-31 6,547 $3,174,000 -92
   RIVERBRIDGE PARTNERS LLC 94 - 2024-03-31 5,807 $2,815,000 -9,423
   WAYNE HUMMER ASSET MANAGEMENT CO 462 - 2024-03-31 3,991 $1,935,000 -274
   Strategic Investment Solutions Inc. /IL 46 - 2023-12-31 2,784 $1,225,000 -153,483
   ROTHSCHILD INVESTMENT CORP /IL 212 - 2023-09-30 2,140 $847,000 -986
   Coston McIsaac & Partners 53 - 2024-03-31 1,742 $844,000 -66
   CHICKASAW CAPITAL MANAGEMENT LLC 57 - 2024-03-31 1,720 $834,000 -437
   STEWART & PATTEN CO LLC 49 - 2024-03-31 1,677 $813,000 -20
   Grassi Investment Management 88 - 2024-03-31 1,415 $686,000 -3
   TUCKER ASSET MANAGEMENT LLC 87 - 2023-12-31 614 $270,000 -4
   GROVE CREEK ASSET MANAGEMENT 143 - 2024-03-31 269 $130,000 -32
   PSI Advisors LLC 451 - 2024-03-31 24 $12,000 -357
  18 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