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Get Institutions for : 
Global X Conscious Companies (KRMA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    1
Total shares held : 
16,434,741  
% of shares held : 
10.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
333,636  
% of shares held change : 
  0.22%  
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 :
4
 168,318
 1.02%
 
Increased Positions :
8
 311,497
 1.9%
 
Unchanged Positions :
18
 53,276
 0.32%
 
Decreased Positions :
15
-74,564
-0.45%
 
Closed Positions :
5
-71,615
-0.44%
 
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
   DAIWA SECURITIES GROUP INC. 9 - 2024-03-31 12,721,889 $460,787,000 -498,179
   MORGAN STANLEY 1297 - 2024-03-31 2,394,204 $86,718,000 -13,969
   Gladstone Institutional Advisory LLC 83 - 2024-03-31 153,193 $5,549,000 -63,587
   GOLDMAN SACHS GROUP INC/ 2760 - 2024-03-31 104,899 $3,799,000 -25,403
   ROYAL BANK OF CANADA 2514 - 2024-03-31 55,796 $2,020,000 13,178
   LPL FINANCIAL CORP 2737 - 2024-03-31 42,612 $1,543,000 798
   MULTIFINANCIAL SECURITIES CORP 1031 *New 2024-03-31 35,287 $1,278,000 35,287
   US FINANCIAL ADVISORS LLC 38 - 2024-03-31 33,178 $1,202,000 354
   Kingsview Wealth Management LLC 450 - 2024-03-31 32,646 $1,182,000 -980
   Wealthfront Advisers LLC 612 - 2024-03-31 28,196 $1,021,000 10,739
   Perennial Investment Advisors LLC 107 - 2024-03-31 28,156 $1,020,000 -1,465
   EQIS CAPITAL MANAGEMENT, INC. 298 - 2024-03-31 23,162 $839,000 -309
   Merit Financial Group LLC 449 - 2024-03-31 23,713 $838,000 -238
   HIGHTOWER ADVISORS, LLC 1897 - 2024-03-31 22,630 $821,000 -11
   STIFEL FINANCIAL CORP 2320 - 2024-03-31 22,055 $799,000 -900
   BANK OF AMERICA CORP /DE/ 4166 - 2024-03-31 21,775 $789,000 8,385
   GeoWealth Management LLC 346 - 2024-03-31 20,633 $747,000 13,989
   COMMONWEALTH EQUITY SERVICES LLC. 2454 - 2024-03-31 20,260 $734,000 164
   FINANCIAL ARCHITECTS INC 175 - 2023-06-30 22,242 $690,000 0
   SMART PORTFOLIOS, LLC 45 - 2024-03-31 15,530 $562,000 -177
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3633 *New 2024-03-31 11,764 $426,000 11,764
   Western Wealth Management LLC 411 - 2024-03-31 11,737 $425,000 362
   Syntegra Private Wealth Group LLC 89 - 2024-03-31 10,968 $397,000 -135
   Change Path LLC 718 - 2024-03-31 8,376 $303,000 -3,204
   Farrow Financial Inc. 50 - 2024-03-31 8,113 $294,000 0
   IHT Wealth Management LLC 843 *New 2024-03-31 7,254 $263,000 7,254
   Snowden Capital Advisors LLC 1013 - 2024-03-31 7,050 $255,000 0
   HBW Advisory Services LLC 290 - 2024-03-31 5,446 $182,000 0
   HANSON MCCLAIN, INC. 926 - 2024-03-31 3,581 $130,000 0
   BANK OF MONTREAL /CAN/ 2834 - 2024-03-31 3,170 $115,000 0
   Advisor Group Holdings Inc. 4559 - 2024-03-31 1,659 $60,000 -4,815
   Geneos Wealth Management Inc. 1087 - 2024-03-31 1,300 $47,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2157 - 2024-03-31 1,090 $39,000 0
   JOHNSON FINANCIAL GROUP, INC. 450 - 2024-03-31 1,000 $36,000 0
   FMR LLC 3689 - 2024-03-31 803 $29,000 -8
   HARVEST GROUP WEALTH MANAGEMENT LLC 74 - 2023-03-31 779 $23,000 -30
   UBS Group AG 5829 - 2024-03-31 375 $14,000 -1,766
   COMERICA BANK 3124 - 2024-03-31 336 $12,000 -223
   TOWER RESEARCH CAPITAL LLC 4138 *New 2024-03-31 232 $8,000 232
   Capital Investment Advisory Services LLC 848 - 2024-03-31 163 $6,000 0
   Anfield Capital Management LLC 207 *New 2024-03-31 151 $5,000 151
   CITIGROUP INC 4368 - 2024-03-31 100 $4,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1384 - 2024-03-31 80 $3,000 0
   HARBOUR INVESTMENTS INC. 2601 - 2023-12-31 95 $3,000 0
   WELLS FARGO & CO/MN 5646 - 2024-03-31 0 $0 -1
   Cetera Investment Advisers 1755 *Closed 2024-03-31 0 $0 -34,642
   Goss Wealth Management LLC 3585 *Closed 2024-03-31 0 $0 -414
   Tradition Wealth Management LLC 764 *Closed 2024-03-31 0 $0 -1,303
   Frazier Financial Advisors LLC 844 *Closed 2024-03-31 0 $0 -1
   NATIONAL BANK OF CANADA /FI/ 2463 *Closed 2024-03-31 0 $0 -950
   PROEQUITIES INC. 7245 - 2024-03-31 0 $0 0
   Creekmur Asset Management LLC 812 *Closed 2024-03-31 0 $0 -61
   3D/L Capital Management LLC 73 *Closed 2023-12-31 0 $0 -25,740

  53 Records found
  1    
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