Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Barclays Etn Plus Select Mlp (ATMP)  
$20.35 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    2
Total shares held : 
 12,535,677  
% of shares held : 
 56.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 150,091  
% of shares held change : 
   0.68%  
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
 56,334
 0.45%
 
Increased Positions :
4
 136,390
 1.09%
 
Unchanged Positions :
12
 387,294
 3.09%
 
Decreased Positions :
1
-306
-0%
 
Closed Positions :
5
-42,327
-0.34%
 
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
   Atlantic Trust Group LLC 47 - 2024-03-31 12,486,681 $301,304,000 762,699
   BURNS WEALTH MANAGEMENT, INC. 119 - 2024-03-31 257,026 $6,202,000 4,873
   J P MORGAN CHASE & CO 2676 - 2024-03-31 141,645 $3,418,000 -6,515
   BARCLAYS PLC 1782 - 2024-03-31 100,000 $2,413,000 0
   Orion Portfolio Solutions LLC 837 - 2024-03-31 57,338 $1,384,000 417
   MORGAN STANLEY 4670 - 2024-03-31 54,771 $1,322,000 -2,642
   CLS INVESTMENT FIRM LLC 721 - 2022-12-31 54,725 $1,027,000 746
   Buckingham Strategic Partners 267 - 2024-03-31 33,925 $819,000 9,649
   UBS Group AG 4035 - 2024-03-31 22,142 $534,000 32
   Rockefeller Capital Management L.P. 1466 - 2024-03-31 20,340 $491,000 0
   River Street Advisors LLC 87 *New 2024-03-31 18,345 $443,000 18,345
   Arlington Trust Co LLC 95 - 2024-03-31 17,500 $422,000 0
   MARINER WEALTH ADVISORS, LLC 2166 *New 2024-03-31 17,396 $420,000 17,396
   US BANCORP 1681 - 2024-03-31 15,000 $362,000 0
   BBR PARTNERS, LLC 175 - 2024-03-31 14,558 $351,000 0
   RAYMOND JAMES & ASSOCIATES 3407 - 2024-03-31 10,824 $261,000 0
   BANK OF NEW YORK MELLON CORP 3746 - 2024-03-31 10,027 $242,000 1
   FINEMARK NATIONAL BANK & TRUST 397 *New 2024-03-31 8,714 $210,000 8,714
   UMB BANK N A/MO 882 - 2024-03-31 1,580 $38,000 0
   BDO Wealth Advisors LLC 607 - 2023-06-30 856 $17,000 0
   ROYAL BANK OF CANADA 5508 - 2024-03-31 437 $11,000 0
   Global Retirement Partners LLC 2369 - 2024-03-31 200 $5,000 0
   Battery Global Advisors LLC 41 *Closed 2024-03-31 0 $0 -58,447
   PROEQUITIES INC. 6302 - 2024-03-31 0 $0 0
   FIFTH THIRD BANCORP 2480 *Closed 2024-03-31 0 $0 -1,750
  25 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