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Get Institutions for : 
Panagram Aaa Clo Etf (CLOX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    6
Total shares held : 
 1,567,129  
% of shares held : 
 17.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 462,700  
% of shares held change : 
   5.14%  
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 :
10
 250,419
 15.98%
 
Increased Positions :
4
 812,900
 51.87%
 
Unchanged Positions :
1
 200,000
 12.76%
 
Decreased Positions :
3
-42,284
-2.7%
 
Closed Positions :
4
-558,335
-35.63%
 
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
   AE Wealth Management LLC 113 - 2024-03-31 801,383 $20,439,000 62,684
   Bienville Capital Management LLC 11 - 2024-03-31 355,874 $9,077,000 208,945
   JANE STREET GROUP LLC 1598 - 2024-03-31 139,414 $3,556,000 -68,738
   Schechter Investment Advisors LLC 94 - 2024-03-31 100,204 $2,556,000 81,204
   Knott David M Jr 24 - 2024-03-31 92,956 $2,371,000 0
   Black Swift Group LLC 60 - 2024-03-31 42,710 $1,089,000 21,325
   Centennial Wealth Advisory LLC 38 - 2024-03-31 35,710 $911,000 1,240
   Valeo Financial Advisors LLC 364 - 2024-03-31 20,700 $528,000 0
   Mid-American Wealth Advisory Group Inc. 20 *New 2024-03-31 19,376 $494,000 19,376
   Lloyd Advisory Services LLC. 122 *New 2024-03-31 14,539 $378,000 14,539
   BB&T CORP 2389 - 2024-03-31 9,046 $231,000 456
   Authentikos Wealth Advisory LLC 54 *New 2024-03-31 9,045 $231,000 9,045
   ENVESTNET ASSET MANAGEMENT INC 3836 - 2024-03-31 9,028 $230,000 455
   MORGAN STANLEY 5678 - 2024-03-31 5,153 $131,000 -194,847
   ROYAL BANK OF CANADA 4617 - 2024-03-31 3,800 $97,000 3,800
   Nordwand Advisors LLC 78 *New 2024-03-31 1,965 $50,000 1,965
   Pineridge Advisors LLC 165 - 2024-03-31 1,348 $34,000 -840
   Advisor Group Holdings Inc. 5708 *New 2024-03-31 310 $8,000 310
   UBS Group AG 7036 - 2024-03-31 35 $1,000 -119
   Global Wealth Management Investment Advisory Inc. 236 *Closed 2024-03-31 0 $0 -59
   PROEQUITIES INC. 6935 - 2024-03-31 0 $0 0
   B.O.S.S. Retirement Advisors LLC 168 *Closed 2024-03-31 0 $0 -29,406
   U.S. Capital Wealth Advisors LLC 685 *Closed 2024-03-31 0 $0 -9,299
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 840 *Closed 2024-03-31 0 $0 -348
   GTS SECURITIES LLC 1609 *Closed 2024-03-31 0 $0 -28,409
  25 Records found
  1    
  Page 1 of 1
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