Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Infracap Mlp Etf (AMZA)  
$38.74 0.63 (1.6%) as of 4:30 Thu 5/23


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    7
Total shares held : 
 763,236  
% of shares held : 
 10.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 194,215  
% of shares held change : 
   2.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.81  
Last Quarter's Ending Price : 
 $35.32  
Last Quarter's Average Price : 
 $35.27  
Change from last quarter's     
avg. price to the last closing  : 
3.47 (9.84%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 58,771
 7.7%
 
Increased Positions :
11
 186,298
 24.41%
 
Unchanged Positions :
13
 74,479
 9.76%
 
Decreased Positions :
12
-49,807
-6.53%
 
Closed Positions :
1
-1,047
-0.14%
 
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
   Equitable Holdings Inc. 199 - 2024-03-31 160,612 $6,617,000 14,698
   LPL FINANCIAL CORP 1944 - 2024-03-31 95,775 $3,946,000 -104,936
   Golden Green Inc. 4 - 2023-09-30 109,337 $3,821,000 3,080
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1289 - 2024-03-31 78,742 $3,244,000 12,400
   Goss Wealth Management LLC 621 - 2024-03-31 57,733 $2,379,000 -1,519
   INFRASTRUCTURE CAPITAL ADVISORS LLC 33 - 2024-03-31 48,287 $1,989,000 0
   MARINER WEALTH ADVISORS, LLC 1141 - 2024-03-31 45,716 $1,884,000 101
   Beirne Wealth Consulting Services LLC 30 - 2024-03-31 37,247 $1,535,000 -678
   Advisor Group Holdings Inc. 1970 - 2024-03-31 34,770 $1,433,000 9,703
   WOLVERINE TRADING LLC 342 *New 2024-03-31 31,546 $1,300,000 31,546
   Fulcrum Equity Management 20 - 2024-03-31 30,123 $1,241,000 -2,623
   OLD MISSION CAPITAL LLC 410 *New 2024-03-31 21,899 $902,000 21,899
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2224 - 2024-03-31 12,710 $524,000 1,137
   REGENT INVESTMENT MANAGEMENT LLC 143 - 2022-12-31 13,850 $438,000 -9,000
   Prairie Wealth Advisors Inc. 99 - 2024-03-31 9,944 $410,000 0
   Pasadena Private Wealth LLC 91 - 2024-03-31 9,510 $392,000 254
   BARTLETT & CO. WEALTH MANAGEMENT LLC 374 - 2024-03-31 8,850 $365,000 0
   Guardian Asset Advisors LLC 74 - 2024-03-31 7,588 $313,000 83
   BARTLETT & CO. LLC 400 - 2023-12-31 8,850 $311,000 0
   Garden State Investment Advisory Services LLC 176 - 2024-03-31 7,008 $287,000 24
   Legacy Capital Group California Inc. 236 - 2024-03-31 6,799 $280,000 -1,878
   Kovack Advisors Inc. 370 - 2024-03-31 6,720 $277,000 0
   Atria Wealth Solutions Inc. 1619 - 2024-03-31 6,481 $267,000 0
   MARSHALL WACE LLP 1885 - 2024-03-31 5,900 $243,000 -482
   Sigma Planning Corp 1084 *New 2024-03-31 5,359 $221,000 5,359
   Quadrant Private Wealth Management LLC 222 *New 2024-03-31 5,009 $206,000 5,009
   PNC FINANCIAL SERVICES GROUP INC 2243 - 2024-03-31 4,425 $182,000 -1,366
   Global Retirement Partners LLC 1030 - 2024-03-31 2,642 $109,000 1,193
   TUCKER ASSET MANAGEMENT LLC 173 - 2023-12-31 2,420 $85,000 -129
   J P MORGAN CHASE & CO 4542 - 2024-03-31 2,050 $84,000 -64
   HARBOUR INVESTMENTS INC. 1269 - 2023-12-31 2,095 $74,000 0
   Archer Investment Corp 363 - 2024-03-31 1,620 $67,000 432
   MORGAN STANLEY 5949 - 2024-03-31 1,356 $56,000 604
   Sound Income Strategies LLC 407 *New 2024-03-31 1,262 $52,000 1,262
   ALPHAMARK ADVISORS LLC 342 - 2024-03-31 1,198 $49,000 205
   ABSOLUTE INVESTMENT MANAGEMENT LLC 148 - 2024-03-31 847 $35,000 68
   ROYAL BANK OF CANADA 5073 - 2024-03-31 856 $35,000 -110
   THURSTON SPRINGER MILLER HERD & TITAK INC. 94 - 2024-03-31 500 $21,000 0
   HANSON MCCLAIN, INC. 1878 *New 2024-03-31 400 $16,000 400
   PIN OAK INVESTMENT ADVISORS INC 310 - 2024-03-31 285 $12,000 0
   Federation des caisses Desjardins du Quebec 1756 - 2024-03-31 305 $12,000 0
   Founders Financial Alliance LLC 486 - 2024-03-31 192 $8,000 6
   TOWER RESEARCH CAPITAL LLC 4286 - 2024-03-31 181 $7,000 0
   BDO Wealth Advisors LLC 783 - 2023-06-30 120 $4,000 0
   CWM LLC 3737 - 2024-03-31 99 $4,000 3
   Aspect Partners LLC 381 - 2024-03-31 100 $4,000 0
   SIGNATUREFD, LLC 2795 - 2024-03-31 43 $2,000 2
   Bogart Wealth LLC 893 - 2024-03-31 45 $2,000 0
   Beacon Capital Management LLC 936 - 2024-03-31 32 $1,000 2
   Tradition Wealth Management LLC 691 *Closed 2024-03-31 0 $0 -1,454
   PROEQUITIES INC. 3474 - 2024-03-31 0 $0 0
   PRINCIPAL SECURITIES INC. 3170 *Closed 2024-03-31 0 $0 -379
   CITADEL ADVISORS LLC 5897 *Closed 2024-03-31 0 $0 -869
   FMR LLC 5095 - 2024-03-31 1 $0 0
   Cutler Group LP 1047 *Closed 2024-03-31 0 $0 -254
   WOLFF WIESE MAGANA LLC 680 *Closed 2024-03-31 0 $0 -175
   WELLS FARGO & CO/MN 6981 - 2024-03-31 0 $0 0
   Atlas Private Wealth Advisors 163 *Closed 2024-03-31 0 $0 -7,381
  58 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