Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vaneck Vectors Green Bond Etf (GRNB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    4
Total shares held : 
 1,150,928  
% of shares held : 
 69.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 16,625  
% of shares held change : 
   1.01%  
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 :
3
 10,472
 0.91%
 
Increased Positions :
16
 412,941
 35.88%
 
Unchanged Positions :
14
 78,735
 6.84%
 
Decreased Positions :
15
-206,887
-17.98%
 
Closed Positions :
7
-199,901
-17.37%
 
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 1237 - 2024-03-31 486,635 $11,548,000 42,232
   PFG Investments LLC 62 - 2024-03-31 224,815 $5,335,000 224,815
   Federation des caisses Desjardins du Quebec 377 - 2024-03-31 154,454 $3,665,000 0
   FINANCIAL ENGINES ADVISORS L.L.C. 137 - 2024-03-31 126,986 $3,013,000 4,960
   UBS Group AG 3051 - 2024-03-31 76,375 $1,812,000 21,772
   CLEAN YIELD GROUP - 2023-12-31 55,136 $1,314,000 -5,633
   ALBION FINANCIAL GROUP /UT 112 - 2024-03-31 40,546 $962,000 3,500
   Vontobel Holding Ltd. 649 - 2024-03-31 33,689 $799,000 2,192
   HARVEST GROUP WEALTH MANAGEMENT LLC 30 - 2023-03-31 29,708 $698,000 -5,979
   Neumann Capital Management LLC 72 - 2024-03-31 27,600 $655,000 1,000
   COMMONWEALTH EQUITY SERVICES LLC. 2617 - 2024-03-31 25,964 $616,000 -2,359
   RAYMOND JAMES & ASSOCIATES 2918 - 2024-03-31 25,146 $597,000 0
   Advisor Group Holdings Inc. 2927 - 2024-03-31 20,863 $495,000 -2,310
   WESBANCO BANK INC 426 - 2024-03-31 19,020 $451,000 0
   Golden State Equity Partners 223 - 2023-12-31 16,819 $401,000 -4,650
   Perigon Wealth Management LLC 598 - 2024-03-31 16,320 $387,000 16
   RETIREMENT CAPITAL STRATEGIES 53 - 2024-03-31 16,029 $380,000 -8,413
   NOTTINGHAM ADVISORS INC 110 - 2024-03-31 13,836 $328,000 -28
   Congress Wealth Management LLC / DE / 500 - 2024-03-31 13,314 $316,000 -339
   ENVESTNET ASSET MANAGEMENT INC 3686 - 2024-03-31 12,839 $305,000 1,002
   Rehmann Capital Advisory Group 461 - 2024-03-31 12,189 $289,000 545
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 135 - 2024-03-31 11,900 $282,000 200
   BANK OF AMERICA CORP /DE/ 4738 - 2024-03-31 11,300 $268,000 1,282
   Genus Capital Management Inc. 179 - 2024-03-31 11,085 $263,000 11,085
   Atria Wealth Solutions Inc. 1677 - 2024-03-31 10,328 $245,000 47
   Rockefeller Capital Management L.P. 1623 - 2024-03-31 10,100 $240,000 0
   CREATIVE PLANNING 2449 - 2024-03-31 9,688 $230,000 579
   Elevated Capital Advisors LLC 168 *New 2024-03-31 9,552 $227,000 9,552
   THRIVENT FINANCIAL FOR LUTHERANS 2361 *New 2024-03-31 9,547 $227,000 9,547
   Cetera Investment Advisers 1622 - 2024-03-31 8,925 $212,000 -933
   VERUS CAPITAL PARTNERS LLC 324 *New 2024-03-31 8,851 $210,000 8,851
   First Pacific Financial 117 - 2024-03-31 8,715 $207,000 677
   ETFIDEA LLC 111 - 2024-03-31 8,640 $205,000 -2,343
   Adalta Capital Management LLC 72 - 2024-03-31 8,250 $196,000 0
   PNC FINANCIAL SERVICES GROUP INC 2403 - 2024-03-31 6,000 $142,000 0
   Emerald Investment Partners LLC 305 - 2024-03-31 5,058 $120,000 0
   ROYAL BANK OF CANADA 4806 - 2024-03-31 2,840 $67,000 8
   IFP Advisors Inc 1533 - 2023-12-31 2,000 $48,000 0
   MORGAN STANLEY 6030 - 2024-03-31 1,915 $45,000 -1,901
   TRUST CO OF VERMONT 595 - 2024-03-31 1,000 $24,000 0
   Global Retirement Partners LLC 1767 - 2024-03-31 903 $21,000 0
   HARBOUR INVESTMENTS INC. 1927 - 2023-12-31 709 $17,000 6
   HANSON MCCLAIN, INC. 2029 - 2024-03-31 514 $12,000 -1,190
   Smartleaf Asset Management LLC 914 - 2024-03-31 311 $7,000 -788
   WOODMONT INVESTMENT COUNSEL LLC 341 *New 2024-03-31 250 $6,000 250
   ICA Group Wealth Management LLC 1016 - 2024-03-31 237 $6,000 0
   COMERICA BANK 3486 - 2024-03-31 100 $2,000 0
   Community Bank N.A. 395 - 2024-03-31 100 $2,000 0
   Rise Advisors LLC 1212 - 2024-03-31 33 $1,000 0
   WELLS FARGO & CO/MN 5772 - 2024-03-31 0 $0 -1
   Armor Investment Advisors LLC 164 *Closed 2024-03-31 0 $0 -7,407
   JANE STREET GROUP LLC 5473 *Closed 2024-03-31 0 $0 -39,327
   ADVISORY SERVICES NETWORK, LLC 2527 *Closed 2024-03-31 0 $0 -135
   MONEYWISE INC. 61 *Closed 2024-03-31 0 $0 -12,817
   J P MORGAN CHASE & CO 6248 *Closed 2024-03-31 0 $0 -1,777
   BARTLETT & CO. LLC 1240 *Closed 2023-12-31 0 $0 -65
   PROEQUITIES INC. 10061 - 2024-03-31 0 $0 0
  57 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us