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Get Institutions for : 
Fidelity Magellan Etf (FMAG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    1
Total shares held : 
 230,497  
% of shares held : 
 10.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 6,092  
% of shares held change : 
   0.27%  
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 :
1
 22,325
 9.69%
 
Increased Positions :
5
 10,978
 4.76%
 
Unchanged Positions :
5
 2,674
 1.16%
 
Decreased Positions :
3
-202
-0.09%
 
Closed Positions :
2
-27,009
-11.72%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BEAM Asset Management LLC 13 - 2024-03-31 140,212 $3,936,000 -290
   J.W. COLE ADVISORS INC. 225 *New 2024-03-31 64,896 $1,822,000 64,896
   UBS Group AG 3437 - 2024-03-31 40,731 $1,143,000 39,703
   COMMONWEALTH EQUITY SERVICES LLC. 2573 - 2024-03-31 22,772 $639,000 -86
   Summit X LLC 127 - 2024-03-31 14,259 $400,000 -738
   Rockefeller Capital Management L.P. 1587 *New 2024-03-31 10,056 $282,000 10,056
   CITADEL ADVISORS LLC 4376 - 2024-03-31 8,872 $249,000 -13,453
   GeoWealth Management LLC 637 *New 2024-03-31 8,077 $227,000 8,077
   PRINCIPAL SECURITIES INC. 1505 - 2024-03-31 2,000 $56,000 0
   Sunbelt Securities Inc. 1014 - 2024-03-31 935 $26,000 0
   GHP INVESTMENT ADVISORS INC 631 - 2024-03-31 471 $13,000 0
   IFP Advisors Inc 2347 - 2023-12-31 228 $6,000 -11
   Steward Partners Investment Advisory LLC 3013 - 2024-03-31 178 $5,000 0
   Steward Financial Group LLC 689 *New 2023-09-30 200 $4,000 200
   Lindbrook Capital LLC 2059 - 2024-03-31 106 $3,000 33
   SIGNATUREFD, LLC 2683 *New 2024-03-31 100 $3,000 100
   Advisor Group Holdings Inc. 6395 *New 2024-03-31 50 $1,000 50
   Larson Financial Group LLC 1652 *Closed 2024-03-31 0 $0 -25
   ROYAL BANK OF CANADA 6574 *Closed 2024-03-31 0 $0 -24,877
   PROEQUITIES INC. 9487 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7726 *New 2024-03-31 1 $0 1
  21 Records found
  1    
  Page 1 of 1
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