Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Natixis Loomis Sayles Short Duration Income Etf (LSST)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    1
Total shares held : 
394,651  
% of shares held : 
4.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-84,444  
% of shares held change : 
  -0.94%  
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
 2,781
 0.7%
 
Increased Positions :
6
 73,112
 18.53%
 
Unchanged Positions :
8
 57,389
 14.54%
 
Decreased Positions :
5
-128,507
-32.56%
 
Closed Positions :
2
-31,830
-8.07%
 
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
   JANE STREET GROUP LLC 2292 - 2024-03-31 80,574 $1,925,000 67,512
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2338 - 2024-03-31 49,318 $1,178,000 11,463
   LPL FINANCIAL CORP 3264 - 2024-03-31 35,855 $857,000 -4,795
   Fermata Advisors LLC 94 - 2024-03-31 32,692 $781,000 -79,507
   MATTERN CAPITAL MANAGEMENT LLC 106 - 2024-03-31 22,707 $542,000 320
   Platform Technology Partners 120 - 2023-12-31 18,215 $436,000 0
   CAPITAL WEALTH MANAGEMENT LLC 35 - 2024-03-31 15,970 $382,000 -5,059
   Atria Wealth Solutions Inc. 1511 - 2024-03-31 13,213 $316,000 -3,189
   BANK OF MONTREAL /CAN/ 2467 - 2024-03-31 11,062 $266,000 11,062
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1979 - 2024-03-31 11,004 $263,000 -8,987
   HARTFORD FINANCIAL MANAGEMENT INC. 203 - 2024-03-31 2,781 $66,000 0
   PRIVATE TRUST CO NA 1384 - 2024-03-31 975 $23,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1124 - 2024-03-31 435 $10,000 0
   AdvisorNet Financial Inc 1272 - 2024-03-31 400 $10,000 0
   Cape Investment Advisory Inc. 695 - 2023-12-31 367 $9,000 0
   Global Retirement Partners LLC 2302 *New 2024-03-31 232 $6,000 232
   UBS Group AG 7591 *Closed 2024-03-31 0 $0 -562
   BANK OF AMERICA CORP /DE/ 6524 *Closed 2024-03-31 0 $0 -76,179
   Advisor Group Holdings Inc. 6859 *Closed 2024-03-31 0 $0 -56
   PROEQUITIES INC. 7558 - 2024-03-31 0 $0 0
   Prime Capital Investment Advisors LLC 1033 *Closed 2024-03-31 0 $0 -11,105
   WELLS FARGO & CO/MN 6867 - 2024-03-31 1 $0 0
   MORGAN STANLEY 7764 *New 2024-03-31 1 $0 1

  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results