Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Credit Suisse Asset Management Income Fund Inc (CIK)  
$2.92 0.01 (0.34%) as of 4:30 Tue 5/21


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    0
Total shares held : 
3,826,142  
% of shares held : 
7.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
577,159  
% of shares held change : 
  1.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$2.61  
Last Quarter's Ending Price : 
$3.13  
Last Quarter's Average Price
$2.75  
Change from last quarter's     
avg. price to the last closing  : 
0.17 (6.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 166,321
 4.35%
 
Increased Positions :
11
 838,403
 21.91%
 
Unchanged Positions :
20
 383,103
 10.01%
 
Decreased Positions :
8
-171,902
-4.49%
 
Closed Positions :
8
-255,663
-6.68%
 
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
   LPL FINANCIAL CORP 1868 - 2024-03-31 1,504,250 $4,438,000 82,274
   BANK OF AMERICA CORP /DE/ 3835 - 2024-03-31 470,168 $1,387,000 -5,307
   INVESCO LTD 2881 - 2024-03-31 346,526 $1,022,000 -146,062
   Advisor Group Holdings Inc. 2704 - 2024-03-31 220,684 $651,000 194,745
   AMERIPRISE FINANCIAL INC 3312 - 2024-03-31 183,409 $541,000 -17,213
   Goss Wealth Management LLC 1363 - 2024-03-31 161,100 $475,000 -12,500
   IMS CAPITAL MANAGEMENT 104 - 2023-12-31 117,164 $367,000 5,479
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1488 - 2024-03-31 79,535 $235,000 0
   ENVESTNET ASSET MANAGEMENT INC 3914 - 2024-03-31 64,418 $190,000 -8,449
   MML INVESTORS SERVICES LLC 2359 - 2024-03-31 58,848 $174,000 -4,226
   JANNEY MONTGOMERY SCOTT LLC 2589 - 2024-03-31 58,295 $172,000 0
   WEDBUSH MORGAN SECURITIES INC 1139 - 2024-03-31 52,740 $156,000 7,330
   Dynamic Advisors Solutions LLC 881 - 2024-03-31 49,822 $147,000 -983
   Capital Investment Advisors LLC 596 - 2024-03-31 48,809 $144,000 1,100
   WELLS FARGO & CO/MN 4173 - 2024-03-31 44,733 $132,000 2,999
   Columbia Asset Management 162 - 2024-03-31 40,000 $125,000 0
   STIFEL FINANCIAL CORP 3162 - 2024-03-31 40,500 $119,000 0
   MORGAN STANLEY 5835 - 2024-03-31 28,684 $85,000 1
   ROYAL BANK OF CANADA 4694 - 2024-03-31 28,546 $84,000 0
   JANE STREET GROUP LLC 4982 - 2024-03-31 27,963 $82,000 15,913
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4909 *New 2024-03-31 25,580 $75,000 25,580
   FIERA SCEPTRE INC. 474 - 2024-03-31 25,406 $75,000 7,935
   HRT FINANCIAL LLC 1766 - 2024-03-31 25,018 $73,000 25,018
   COMMONWEALTH EQUITY SERVICES LLC. 3794 - 2024-03-31 24,173 $71,000 138
   Sigma Planning Corp 1176 - 2024-03-31 22,168 $65,000 -25,309
   NATIONAL ASSET MANAGEMENT, INC. 1378 - 2024-03-31 23,568 $61,000 -22,405
   CoreCap Advisors LLC 593 - 2023-12-31 16,863 $53,000 0
   PINNACLE ASSOCIATES LTD 822 - 2024-03-31 17,440 $51,000 0
   Kestra Advisory Services LLC 2380 - 2024-03-31 16,401 $48,000 327
   Xcel Wealth Management LLC 126 - 2024-03-31 15,875 $47,000 0
   INVESTMENT MANAGEMENT OF VIRGINIA LLC 180 - 2023-03-31 17,440 $45,000 0
   DAVENPORT & CO LLC 1071 - 2024-03-31 14,500 $43,000 0
   Legacy Capital Wealth Partners LLC 112 *New 2024-03-31 16,470 $43,000 16,470
   STRATEGIC ADVISORS LLC 201 - 2024-03-31 14,379 $42,000 0
   Atria Wealth Solutions Inc. 1909 - 2024-03-31 13,900 $41,000 0
   VIRTU FINANCIAL LLC 1222 *New 2023-12-31 11,649 $36,000 11,649
   American Financial Advisors LLC 149 - 2024-03-31 11,425 $34,000 0
   Beacon Capital Management LLC 367 *New 2024-03-31 10,839 $32,000 10,839
   UBS Group AG 5589 - 2024-03-31 8,643 $25,000 0
   Sunbelt Securities Inc. 1225 - 2024-03-31 3,400 $10,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 773 *New 2023-12-31 2,500 $8,000 2,500
   US BANCORP 3591 - 2024-03-31 1,000 $3,000 0
   Steward Partners Investment Advisory LLC 3162 - 2024-03-31 1,000 $3,000 0
   Geneos Wealth Management Inc. 2058 - 2024-03-31 481 $1,000 0
   NBC SECURITIES INC. 2135 - 2024-03-31 645 $1,000 0
   CTC ALTERNATIVE STRATEGIES, LTD. 138 *Closed 2024-03-31 0 $0 -31,328
   FMR LLC 4842 *Closed 2024-03-31 0 $0 -1
   PROEQUITIES INC. 3760 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 2353 *Closed 2024-03-31 0 $0 -500
   DRW SECURITIES, LLC 345 *Closed 2024-03-31 0 $0 -14,700
   J P MORGAN CHASE & CO 5930 *Closed 2024-03-31 0 $0 -34,872
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 865 *Closed 2024-03-31 0 $0 -59,100
   CREATIVE PLANNING 2921 *Closed 2024-03-31 0 $0 -10,276
   NOMURA HOLDINGS INC 1197 *Closed 2024-03-31 0 $0 -19,125
   SIT INVESTMENT ASSOCIATES INC 550 *Closed 2024-03-31 0 $0 -29,724

  55 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results