Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Pacer Benchmark Industrial Real Estate Sctr Etf (INDS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    8
Total shares held : 
 3,024,453  
% of shares held : 
 8.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 -19,450  
% of shares held change : 
   -0.06%  
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
 186,357
 6.16%
 
Increased Positions :
20
 266,270
 8.8%
 
Unchanged Positions :
16
 97,419
 3.22%
 
Decreased Positions :
23
-356,102
-11.77%
 
Closed Positions :
18
-115,975
-3.83%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 657 - 2024-03-31 341,004 $13,555,000 55,653
   ALASKA PERMANENT CAPITAL MANAGEMENT 21 - 2024-03-31 309,991 $12,286,000 -27,080
   BANK OF AMERICA CORP /DE/ 2434 - 2024-03-31 260,349 $10,349,000 -5,193
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 434 - 2024-03-31 235,098 $9,345,000 6,841
   MORGAN STANLEY 3483 - 2024-03-31 196,041 $7,793,000 41,446
   APCM Wealth Management for Individuals 21 - 2024-03-31 178,180 $7,083,000 13,494
   LPL FINANCIAL CORP 1634 - 2024-03-31 152,025 $6,043,000 -8,234
   Advisory Resource Group 13 - 2024-03-31 146,758 $5,834,000 9,433
   UBS Group AG 2078 - 2024-03-31 141,049 $5,607,000 -2,701
   Advisor Group Holdings Inc. 1093 - 2024-03-31 114,572 $4,554,000 -30,761
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 817 - 2024-03-31 110,772 $4,403,000 52,038
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1358 - 2024-03-31 83,461 $3,318,000 298
   Atomi Financial Group Inc. 77 *New 2024-03-31 80,782 $3,211,000 80,782
   H D Vest Advisory Services 412 - 2024-03-31 80,442 $3,198,000 16,143
   ROYAL BANK OF CANADA 2223 - 2024-03-31 78,648 $3,126,000 -2,655
   FINANCIAL NETWORK 821 - 2024-03-31 77,432 $3,078,000 -17,083
   CASTLE WEALTH MANAGEMENT LLC 28 - 2024-03-31 61,432 $2,442,000 17,799
   Private Advisor Group LLC 796 - 2024-03-31 51,515 $2,048,000 -2,714
   AlphaQ Advisors LLC 30 - 2024-03-31 37,527 $1,492,000 27,270
   HBW Advisory Services LLC 105 - 2024-03-31 30,807 $1,289,000 0
   SCOTIA CAPITAL INC. 461 - 2024-03-31 29,907 $1,189,000 1,725
   MML INVESTORS SERVICES LLC 1314 - 2024-03-31 29,753 $1,183,000 9,431
   Cedar Brook Financial Partners LLC 102 - 2024-03-31 29,742 $1,182,000 -8,221
   Anfield Capital Management LLC 47 - 2024-03-31 27,823 $1,106,000 2,071
   ENVESTNET ASSET MANAGEMENT INC 3013 - 2024-03-31 25,181 $1,001,000 7,933
   Kestra Advisory Services LLC 1284 - 2024-03-31 23,137 $920,000 -2,059
   Stratos Wealth Advisors LLC 350 - 2024-03-31 22,577 $897,000 -548
   Cornerstone Management Inc. 29 - 2024-03-31 22,429 $892,000 -257
   CREATIVE FINANCIAL DESIGNS INC /ADV 190 - 2024-03-31 20,988 $834,000 1,260
   MULTIFINANCIAL SECURITIES CORP 1242 - 2024-03-31 20,970 $834,000 13,481
   Burns Matteson Capital Management LLC 41 - 2024-03-31 19,860 $789,000 14,937
   CITADEL ADVISORS LLC 3321 *New 2024-03-31 19,367 $770,000 19,367
   LINCOLN NATIONAL CORP 627 - 2024-03-31 17,187 $683,000 8,086
   PARTNERS CAPITAL INVESTMENT GROUP LLP 109 - 2024-03-31 17,137 $681,000 -17,137
   LAKE STREET ADVISORS GROUP LLC 287 - 2024-03-31 17,137 $681,000 17,137
   JANE STREET GROUP LLC 3586 - 2024-03-31 15,983 $635,000 -4,724
   RAYMOND JAMES & ASSOCIATES 2973 - 2024-03-31 13,765 $547,000 1
   ADVISORY SERVICES NETWORK, LLC 928 - 2024-03-31 13,591 $540,000 1,555
   Visionary Wealth Advisors 348 - 2024-03-31 10,804 $429,000 1,074
   Paragon Private Wealth Management LLC 103 - 2024-03-31 10,044 $399,000 0
   Certified Advisory Corp 197 - 2024-03-31 9,584 $381,000 84
   JBR Co Financial Management Inc 68 - 2024-03-31 9,180 $365,000 -984
   DHK Financial Advisors Inc. 66 - 2024-03-31 9,025 $359,000 0
   Cetera Investment Advisers 1423 - 2024-03-31 7,982 $317,000 -14,059
   IHT Wealth Management LLC 783 - 2024-03-31 7,939 $316,000 338
   CREATIVE PLANNING 2194 - 2024-03-31 7,953 $316,000 1,130
   Main Line Retirement Advisors LLC 29 - 2024-03-31 7,172 $285,000 62
   BARD ASSOCIATES INC 148 - 2024-03-31 6,418 $255,000 0
   Snowden Capital Advisors LLC 1020 - 2024-03-31 6,325 $251,000 0
   Clay Northam Wealth Management LLC 71 - 2024-03-31 6,145 $244,000 0
   STEPHENS INC /AR/ 1092 - 2024-03-31 5,970 $237,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1582 - 2023-09-30 6,620 $232,000 580
   Aptus Capital Advisors LLC 762 *New 2024-03-31 3,528 $140,000 3,528
   Farther Finance Advisors LLC 869 - 2024-03-31 3,142 $123,000 3,106
   Retirement Group LLC 184 - 2024-03-31 2,070 $82,000 0
   COMERICA BANK 2630 - 2024-03-31 1,799 $72,000 0
   Sunbelt Securities Inc. 914 - 2024-03-31 1,000 $40,000 0
   NATIONAL BANK OF CANADA /FI/ 1757 - 2024-03-31 700 $26,000 -250
   PNC FINANCIAL SERVICES GROUP INC 3448 - 2024-03-31 471 $19,000 0
   JJJ Advisors Inc. 626 - 2024-03-31 355 $14,000 0
   Coastal Investment Advisors Inc. 681 - 2024-03-31 300 $12,000 300
   Private Ocean LLC 348 *New 2024-03-31 296 $12,000 296
   Newbridge Financial Services Group Inc. 767 - 2024-03-31 250 $10,000 0
   HARBOUR INVESTMENTS INC. 2150 - 2023-12-31 233 $10,000 0
   Migdal Insurance & Financial Holdings Ltd. 340 - 2024-03-31 210 $8,000 0
   WELLS FARGO & CO/MN 5206 - 2024-03-31 186 $7,000 75
   PROEQUITIES INC. 1833 - 2024-03-31 145 $6,000 50
   FMR LLC 4329 - 2024-03-31 120 $5,000 -326
   Steward Partners Investment Advisory LLC 3039 *New 2024-03-31 119 $5,000 119
   Financial Gravity Wealth Inc. 655 *New 2024-03-31 110 $4,000 110
   Caitlin John LLC 599 - 2023-12-31 98 $4,000 0
   Geneos Wealth Management Inc. 1820 - 2024-03-31 75 $3,000 0
   Fermata Advisors LLC 215 *Closed 2024-03-31 0 $0 -15,109
   Tradition Wealth Management LLC 895 *Closed 2024-03-31 0 $0 -214
   J P MORGAN CHASE & CO 5604 *New 2024-03-31 72 $0 72
   MARINER WEALTH ADVISORS, LLC 3136 *Closed 2024-03-31 0 $0 -5,684
   TWO SIGMA INVESTMENTS LLC 2947 *Closed 2024-03-31 0 $0 -6,500
   CoreCap Advisors LLC 609 *Closed 2023-12-31 0 $0 -9,627
   IFP Advisors Inc 3198 *Closed 2023-12-31 0 $0 -28
   SHEETS SMITH & ASSOCIATES INC 471 *Closed 2024-03-31 0 $0 -2,550
   Ronald Blue Trust Inc. 2578 *Closed 2024-03-31 0 $0 -210
   CITIGROUP INC 4689 *Closed 2024-03-31 0 $0 -1
   BANK OF MONTREAL /CAN/ 3703 *Closed 2024-03-31 0 $0 -11,486
   WealthCare Investment Partners LLC 138 *Closed 2024-03-31 0 $0 -4,963
  84 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