Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Reaves Utilities (UTES)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    3
Total shares held : 
 323,097  
% of shares held : 
 8.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -13,819  
% of shares held change : 
   -0.35%  
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
 35,941
 11.12%
 
Increased Positions :
3
 14,470
 4.48%
 
Unchanged Positions :
6
 30,900
 9.56%
 
Decreased Positions :
8
-17,832
-5.52%
 
Closed Positions :
6
-46,398
-14.36%
 
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
   ROYAL BANK OF CANADA 1491 - 2024-03-31 205,029 $9,955,000 63,740
   Kraft Davis & Associates LLC 14 *New 2024-03-31 131,667 $7,035,000 131,667
   LPL FINANCIAL CORP 2734 - 2024-03-31 31,879 $1,548,000 5,627
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2248 - 2024-03-31 26,403 $1,282,000 -8,994
   Atria Wealth Solutions Inc. 976 - 2024-03-31 17,494 $849,000 -2,157
   Atlas Wealth Partners LLC 5 - 2024-03-31 14,643 $760,000 200
   PRINCIPAL SECURITIES INC. 553 - 2024-03-31 13,978 $679,000 11,441
   INTL FCSTONE INC. 191 *New 2024-03-31 13,881 $674,000 13,881
   INGALLS & SNYDER LLC 264 - 2024-03-31 11,921 $579,000 -3,504
   Belpointe Asset Management LLC 478 *New 2024-03-31 8,740 $424,000 8,740
   NBC SECURITIES INC. 533 - 2024-03-31 7,538 $365,000 410
   Ameritas Advisory Services LLC 708 - 2024-03-31 6,157 $299,000 6,157
   WEIL COMPANY INC 132 - 2024-03-31 5,300 $257,000 0
   Mezzasalma Advisors LLC 88 - 2024-03-31 5,073 $246,000 -1,137
   ADVISORY SERVICES NETWORK, LLC 1258 - 2024-03-31 4,850 $235,000 -160
   Advisor Group Holdings Inc. 3596 - 2024-03-31 4,357 $212,000 -1,078
   PROEQUITIES INC. 1315 - 2024-03-31 741 $36,000 52
   AE Wealth Management LLC 1162 *Closed 2024-03-31 0 $0 -34,627
   MORGAN STANLEY 7131 *Closed 2024-03-31 0 $0 -1
   New Millennium Group LLC 193 *Closed 2024-03-31 0 $0 -1,879
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3477 *Closed 2024-03-31 0 $0 -1,313
   WELLS FARGO & CO/MN 6707 - 2024-03-31 0 $0 -1
   DHJJ Financial Advisors Ltd. 764 - 2024-03-31 10 $0 0
   US BANCORP 4046 *Closed 2024-03-31 0 $0 -500
  24 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