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Get Institutions for : 
Global X 1-3 Month T-bill Etf (CLIP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    16
Total shares held : 
 1,290,815  
% of shares held : 
 14.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 740,784  
% of shares held change : 
   8.23%  
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 :
17
 572,382
 44.34%
 
Increased Positions :
6
 199,000
 15.42%
 
Unchanged Positions :
1
 13,970
 1.08%
 
Decreased Positions :
2
-21,563
-1.67%
 
Closed Positions :
1
-9,035
-0.7%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PUTNAM FL INVESTMENT MANAGEMENT CO 22 *New 2024-03-31 1,853,095 $46,550,000 1,853,095
   LPL FINANCIAL CORP 581 - 2024-03-31 1,781,543 $44,752,000 1,728,711
   CENTAURUS FINANCIAL INC. 36 - 2024-03-31 333,284 $8,372,000 259,016
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 574 *New 2024-03-31 278,042 $6,984,000 278,042
   Alaethes Wealth LLC 7 - 2024-03-31 215,765 $5,420,000 57,107
   BB&T CORP 1110 - 2024-03-31 112,908 $2,836,000 38,704
   ENVESTNET ASSET MANAGEMENT INC 2416 - 2024-03-31 100,914 $2,535,000 54,573
   CITADEL ADVISORS LLC 2306 - 2024-03-31 89,688 $2,253,000 65,195
   Change Path LLC 233 - 2024-03-31 76,889 $1,931,000 2,150
   MULTIFINANCIAL SECURITIES CORP 928 - 2024-03-31 62,785 $1,577,000 23,166
   San Luis Wealth Advisors LLC 21 - 2024-03-31 60,550 $1,521,000 32,829
   NOTTINGHAM ADVISORS INC 52 - 2024-03-31 60,375 $1,517,000 41,670
   Beverly Hills Private Wealth LLC 91 *New 2024-03-31 47,200 $1,186,000 47,200
   HBW Advisory Services LLC 120 - 2024-03-31 42,525 $1,064,000 0
   We Are One Seven LLC 338 *New 2024-03-31 41,278 $1,037,000 41,278
   L.M. KOHN & COMPANY 77 - 2024-03-31 38,900 $977,000 -9,400
   Concurrent Investment Advisors LLC 416 - 2024-03-31 32,463 $815,000 -5,489
   COMMONWEALTH EQUITY SERVICES LLC. 2718 *New 2024-03-31 21,900 $550,000 21,900
   Capital Investment Advisory Services LLC 278 *New 2024-03-31 21,902 $550,000 21,902
   Stratos Wealth Partners LTD. 874 - 2024-03-31 20,206 $508,000 12,192
   Gerber Kawasaki Wealth & Investment Management 175 *New 2024-03-31 20,084 $505,000 20,084
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2609 - 2024-03-31 16,812 $422,000 -2,883
   Ameritas Advisory Services LLC 678 *New 2024-03-31 13,008 $327,000 13,008
   GeoWealth Management LLC 595 - 2024-03-31 10,699 $269,000 -65
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 78 *New 2024-03-31 9,580 $241,000 9,580
   Patriot Financial Group Insurance Agency LLC 420 *New 2024-03-31 9,198 $231,000 9,198
   Advisor Group Holdings Inc. 3796 - 2024-03-31 6,760 $170,000 -5,704
   Global Retirement Partners LLC 1107 - 2024-03-31 3,717 $93,000 -4,297
   CREATIVE FINANCIAL DESIGNS INC /ADV 707 - 2024-03-31 2,200 $55,000 391
   Community Bank N.A. 322 *New 2024-03-31 664 $17,000 664
   PSI Advisors LLC 507 *New 2024-03-31 299 $8,000 299
   Goss Wealth Management LLC 2991 *New 2024-03-31 270 $7,000 270
   Ronald Blue Trust Inc. 1591 *New 2024-03-31 248 $6,000 248
   CWM LLC 4238 - 2024-03-31 50 $1,000 10
   PROEQUITIES INC. 4036 *New 2024-03-31 0 $0 0
   FMR LLC 5067 - 2024-03-31 1 $0 0
   MORGAN STANLEY 7183 - 2024-03-31 1 $0 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2548 *Closed 2024-03-31 0 $0 -459,158
   H D Vest Advisory Services 1657 *Closed 2024-03-31 0 $0 -26,547
   JANE STREET GROUP LLC 5614 *Closed 2024-03-31 0 $0 -55,505
   Prosperity Wealth Management Inc. 159 *Closed 2024-03-31 0 $0 -66,596
   OLD MISSION CAPITAL LLC 1071 *Closed 2024-03-31 0 $0 -13,970
   US BANCORP 4053 *Closed 2024-03-31 0 $0 -100
  43 Records found
  1    
  Page 1 of 1
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