Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Iq Candriam Esg Us Equity Etf (IQSU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    2
Total shares held : 
 8,813,863  
% of shares held : 
 7.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 410,883  
% of shares held change : 
   0.37%  
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
 42,957
 0.49%
 
Increased Positions :
11
 762,425
 8.65%
 
Unchanged Positions :
4
 9,812
 0.11%
 
Decreased Positions :
5
-394,498
-4.48%
 
Closed Positions :
1
-1
-0%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 4 - 2024-03-31 6,318,062 $280,269,000 -173,571
   BANK OF ITALY 7 - 2024-03-31 1,805,576 $80,095,000 0
   LPL FINANCIAL CORP 2007 - 2024-03-31 82,910 $3,678,000 6,724
   BOSTON FINANCIAL MANGEMENT INC /MA 128 - 2024-03-31 56,491 $2,506,000 -50
   Cetera Investment Advisers 1416 *New 2024-03-31 54,238 $2,406,000 54,238
   MULTIFINANCIAL SECURITIES CORP 746 - 2024-03-31 53,077 $2,354,000 134
   BANK OF AMERICA CORP /DE/ 3688 - 2024-03-31 38,896 $1,725,000 1,800
   IFP Advisors Inc 313 - 2023-12-31 32,965 $1,384,000 1,137
   We Are One Seven LLC 311 - 2024-03-31 26,059 $1,156,000 -10,723
   Waterloo Capital L.P. 143 - 2024-03-31 23,121 $1,026,000 -7,910
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3034 - 2024-03-31 15,122 $671,000 5,146
   WCG Wealth Advisors LLC 210 - 2024-03-31 13,039 $578,000 -7
   GREAT VALLEY ADVISOR GROUP INC. 496 - 2024-03-31 11,237 $498,000 1,610
   Private Advisor Group LLC 1590 - 2024-03-31 9,996 $443,000 -2,760
   Financial Gravity Wealth Inc. 80 *New 2024-03-31 8,305 $368,000 8,305
   OLD MISSION CAPITAL LLC 667 *New 2024-03-31 7,566 $336,000 7,566
   COMMONWEALTH EQUITY SERVICES LLC. 3166 - 2024-03-31 7,250 $322,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2777 - 2024-03-31 7,187 $319,000 1,075
   UBS Group AG 4831 - 2024-03-31 3,554 $158,000 3,554
   MORGAN STANLEY 5794 - 2024-03-31 2,153 $96,000 268
   Goss Wealth Management LLC 2084 - 2024-03-31 1,983 $88,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1896 - 2024-03-31 1,717 $76,000 0
   Advisor Group Holdings Inc. 5070 - 2024-03-31 621 $28,000 167
   Ronald Blue Trust Inc. 2072 *Closed 2024-03-31 0 $0 -1,950
   CITADEL ADVISORS LLC 6158 *Closed 2024-03-31 0 $0 -21,101
   PROEQUITIES INC. 9153 - 2024-03-31 0 $0 0
   KWB Wealth 141 *Closed 2024-03-31 0 $0 -105,253
  27 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