Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Mfam Small-cap Growth Etf (MFMS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    0
Total shares held : 
 400,422  
% of shares held : 
 11.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 68,376  
% of shares held change : 
   1.93%  
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
 40,907
 10.22%
 
Increased Positions :
8
 47,962
 11.98%
 
Unchanged Positions :
6
 1,116
 0.28%
 
Decreased Positions :
6
-18,102
-4.52%
 
Closed Positions :
3
-2,391
-0.6%
 
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 1926 - 2024-03-31 127,073 $4,050,000 -424
   DAVENPORT & CO LLC 472 - 2024-03-31 54,200 $1,728,000 20,300
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1903 - 2024-03-31 39,979 $1,274,000 -36,507
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1585 - 2024-03-31 38,342 $1,222,000 442
   Mutual Advisors LLC 463 - 2024-03-31 31,678 $1,010,000 17,417
   COMMONWEALTH EQUITY SERVICES LLC. 2708 - 2024-03-31 17,512 $558,000 952
   TIEMANN INVESTMENT ADVISORS LLC 124 - 2024-03-31 11,425 $364,000 -2,500
   CITADEL ADVISORS LLC 4096 - 2024-03-31 10,605 $338,000 -1,173
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4032 - 2024-03-31 9,339 $298,000 -19,018
   CREATIVE PLANNING 2287 *New 2024-03-31 8,870 $283,000 8,870
   Lido Advisors LLC 1047 *New 2024-03-31 7,723 $246,000 7,723
   Fortitude Advisory Group L.L.C. 179 - 2024-03-31 6,791 $216,000 0
   MORGAN STANLEY 5889 - 2024-03-31 2,229 $71,000 1
   PNC FINANCIAL SERVICES GROUP INC 2833 *New 2024-03-31 2,113 $67,000 2,113
   Advisor Group Holdings Inc. 4935 - 2024-03-31 1,081 $34,000 30
   IFP Advisors Inc 1985 - 2023-12-31 534 $16,000 0
   US BANCORP 3190 - 2024-03-31 413 $13,000 -200
   Nelson Van Denburg & Campbell Wealth Management Gr 1778 - 2024-03-31 400 $13,000 0
   ROYAL BANK OF CANADA 5581 - 2024-03-31 300 $9,000 200
   Spire Wealth Management 1774 - 2024-03-31 250 $8,000 0
   BALDWIN BROTHERS INC/MA 587 - 2024-03-31 150 $5,000 0
   CWM LLC 3624 *New 2024-03-31 147 $5,000 147
   Federation des caisses Desjardins du Quebec 2046 - 2024-03-31 93 $3,000 0
   AdvisorNet Financial Inc 1602 *New 2024-03-31 65 $2,000 65
   Main Street Group LTD 630 *New 2024-03-31 51 $2,000 51
   Farther Finance Advisors LLC 2843 - 2024-03-31 17 $1,000 0
   Key Financial Inc 1230 - 2024-03-31 15 $0 0
   PROEQUITIES INC. 7987 - 2024-03-31 0 $0 0
   McGlone Suttner Wealth Management Inc. 829 *Closed 2024-03-31 0 $0 -216
   GTS SECURITIES LLC 1430 *Closed 2024-03-31 0 $0 -27,393
  30 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