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Get Institutions for : 
Panagram Bbb-b Clo Etf (CLOZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    9
Total shares held : 
 5,023,596  
% of shares held : 
 55.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 2,490,679  
% of shares held change : 
   27.67%  
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 :
9
 542,872
 10.81%
 
Increased Positions :
9
 1,950,142
 38.82%
 
Unchanged Positions :
1
 8,952
 0.18%
 
Decreased Positions :
2
-2,335
-0.05%
 
Closed Positions :
0
0
0%
 
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
   Bienville Capital Management LLC 1 - 2024-03-31 1,866,134 $50,003,000 43,469
   Knott David M Jr 3 - 2024-03-31 719,368 $19,275,000 0
   Guardian Financial Partners LLC 2 - 2024-03-31 622,669 $16,684,000 216,455
   Schechter Investment Advisors LLC 18 - 2024-03-31 587,001 $15,729,000 266,477
   AE Wealth Management LLC 159 - 2024-03-31 568,204 $15,225,000 -153,250
   Black Swift Group LLC 5 - 2024-03-31 483,935 $12,967,000 88,415
   GRADIENT INVESTMENTS LLC 136 - 2024-03-31 183,604 $4,920,000 27,098
   KLR INVESTMENT ADVISORS LLC 6 *New 2024-03-31 122,992 $3,296,000 122,992
   MORGAN STANLEY 4165 - 2024-03-31 118,637 $3,179,000 -181,414
   ENVESTNET ASSET MANAGEMENT INC 2537 - 2024-03-31 77,155 $2,067,000 68,860
   Valeo Financial Advisors LLC 172 - 2024-03-31 58,584 $1,570,000 25,504
   BI Asset Management Fondsmaeglerselskab A/S 374 *New 2024-03-31 36,196 $970,000 36,196
   Centennial Wealth Advisory LLC 36 - 2024-03-31 35,611 $954,000 1,074
   Nordwand Advisors LLC 32 *New 2024-03-31 22,600 $606,000 22,600
   Mid-American Wealth Advisory Group Inc. 18 *New 2024-03-31 19,024 $510,000 19,024
   UBS Group AG 4298 *New 2024-03-31 13,470 $361,000 13,470
   Belpointe Asset Management LLC 552 - 2024-03-31 12,308 $330,000 2,007
   Wright Fund Managment LLC 66 - 2024-03-31 8,952 $240,000 0
   BB&T CORP 2382 - 2024-03-31 8,740 $234,000 429
   EVOKE WEALTH LLC 353 - 2024-03-31 8,699 $233,000 -2,041
   Authentikos Wealth Advisory LLC 57 *New 2024-03-31 8,102 $217,000 8,102
   Pineridge Advisors LLC 163 - 2024-03-31 1,296 $35,000 -729
   Advisor Group Holdings Inc. 5709 *New 2024-03-31 299 $8,000 299
   ROYAL BANK OF CANADA 5626 *New 2024-03-31 300 $8,000 300
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 3 *Closed 2024-03-31 0 $0 -10,741
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 794 *Closed 2024-03-31 0 $0 -408
   B.O.S.S. Retirement Advisors LLC 167 *Closed 2024-03-31 0 $0 -28,138
   Global Wealth Management Investment Advisory Inc. 392 *Closed 2024-03-31 0 $0 -57
   PROEQUITIES INC. 9929 - 2024-03-31 0 $0 0
   FLOW TRADERS U.S. LLC 1110 *Closed 2024-03-31 0 $0 -27,734
  30 Records found
  1    
  Page 1 of 1
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