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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    6
Total shares held : 
 851,995  
% of shares held : 
 9.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 35,643  
% of shares held change : 
   0.4%  
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 :
7
 13,887
 1.63%
 
Increased Positions :
3
 32,844
 3.85%
 
Unchanged Positions :
2
 298
 0.03%
 
Decreased Positions :
1
-2,884
-0.34%
 
Closed Positions :
1
-8,204
-0.96%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Robertson Stephens Wealth Management LLC 17 - 2024-03-31 788,385 $23,863,000 -17,513
   Essex LLC 23 *New 2024-03-31 142,675 $4,319,000 142,675
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 925 *New 2024-03-31 68,011 $2,059,000 68,011
   LPL FINANCIAL CORP 3193 *New 2024-03-31 30,655 $928,000 30,655
   JANE STREET GROUP LLC 3537 *New 2024-03-31 21,957 $665,000 21,957
   Cedar Mountain Advisors LLC 29 *New 2024-03-31 18,404 $557,000 18,404
   GTS SECURITIES LLC 911 - 2024-03-31 12,257 $371,000 1,088
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3796 - 2024-03-31 12,145 $368,000 4,651
   COMMONWEALTH EQUITY SERVICES LLC. 3046 *New 2024-03-31 12,146 $368,000 12,146
   ROYAL BANK OF CANADA 3782 - 2024-03-31 10,316 $312,000 5,911
   Modern Wealth Management LLC 306 *New 2024-03-31 7,118 $210,000 7,118
   MORGAN STANLEY 5539 *New 2024-03-31 6,518 $197,000 6,518
   UBS Group AG 4762 - 2024-03-31 5,908 $179,000 4,327
   FMR LLC 3005 *New 2024-03-31 4,490 $136,000 4,490
   HORIZON FINANCIAL SERVICES LLC 73 *New 2024-03-31 2,248 $68,000 2,248
   Atlantic Trust Group LLC 1875 *New 2024-03-31 1,006 $30,000 1,006
   WETZEL INVESTMENT ADVISORS INC. 360 *New 2024-03-31 754 $22,000 754
   Advisor Group Holdings Inc. 5364 - 2024-03-31 552 $17,000 462
   CWM LLC 3346 - 2024-03-31 297 $9,000 0
   WELLS FARGO & CO/MN 5225 - 2024-03-31 216 $7,000 73
   Goss Wealth Management LLC 3104 - 2024-03-31 163 $5,000 0
   Venturi Wealth Management LLC 1335 *New 2024-03-31 43 $1,000 43
   BLACKROCK INC. 4917 *Closed 2024-03-31 0 $0 -1
   PROEQUITIES INC. 8199 - 2024-03-31 0 $0 0
   Key Financial Inc 1315 *Closed 2024-03-31 0 $0 -101
   HPM Partners LLC 2353 *Closed 2024-03-31 0 $0 -20,653
  26 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