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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    2
Total shares held : 
 1,114,949  
% of shares held : 
 8.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 89,511  
% of shares held change : 
   0.7%  
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 :
12
 45,998
 4.13%
 
Increased Positions :
23
 219,977
 19.73%
 
Unchanged Positions :
7
 3,727
 0.33%
 
Decreased Positions :
18
-89,502
-8.03%
 
Closed Positions :
10
-86,962
-7.8%
 
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 464 - 2024-03-31 365,098 $64,008,000 -11,724
   AMERIPRISE FINANCIAL INC 928 - 2024-03-31 220,949 $38,667,000 5,071
   ICA Group Wealth Management LLC 3 - 2024-03-31 76,369 $13,389,000 4,155
   MCCORMACK ADVISORS INTERNATIONAL 143 *New 2024-03-31 62,628 $10,980,000 62,628
   LWS Wealth Advisors Inc. 9 - 2023-12-31 63,297 $10,145,000 3,876
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 532 - 2024-03-31 45,573 $7,990,000 1,266
   Roger Wittlin Investment Advisory LLC 7 - 2024-03-31 42,802 $7,504,000 8,011
   MORGAN STANLEY 3615 - 2024-03-31 37,487 $6,572,000 -59
   BANK OF AMERICA CORP /DE/ 2798 - 2024-03-31 36,500 $6,399,000 3,438
   ShoreHaven Wealth Partners LLC 9 - 2024-03-31 30,149 $5,286,000 -418
   J P MORGAN CHASE & CO 2439 - 2024-03-31 29,668 $5,201,000 -430
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1150 - 2024-03-31 27,647 $4,847,000 447
   Advisor Group Holdings Inc. 1071 - 2024-03-31 26,922 $4,720,000 16,192
   Absolute Capital Management LLC 11 - 2024-03-31 19,600 $3,436,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 685 - 2024-03-31 16,847 $2,954,000 1,398
   J.W. COLE ADVISORS INC. 165 - 2024-03-31 14,863 $2,606,000 1,445
   THRIVENT FINANCIAL FOR LUTHERANS 1240 - 2024-03-31 13,165 $2,308,000 2,439
   RAYMOND JAMES & ASSOCIATES 2113 - 2024-03-31 12,077 $2,117,000 -1,272
   THOROUGHBRED FINANCIAL SERVICES LLC 119 - 2024-03-31 10,661 $1,869,000 268
   ROYAL BANK OF CANADA 2569 - 2024-03-31 10,480 $1,837,000 -1,470
   COMMONWEALTH EQUITY SERVICES LLC. 1825 - 2024-03-31 10,454 $1,833,000 -14
   MONEY CONCEPTS CAPITAL CORP 155 - 2024-03-31 10,216 $1,791,000 -78
   Pensionmark Financial Group LLC 91 *New 2024-03-31 9,296 $1,630,000 9,296
   Merit Financial Group LLC 319 - 2024-03-31 8,693 $1,472,000 -677
   ENVESTNET ASSET MANAGEMENT INC 2826 - 2024-03-31 7,456 $1,307,000 269
   CITADEL ADVISORS LLC 2875 *New 2024-03-31 6,970 $1,222,000 6,970
   BB&T CORP 1546 - 2024-03-31 6,233 $1,093,000 -130
   Keystone Wealth Services LLC 71 - 2024-03-31 6,176 $1,083,000 -63
   UBS Group AG 3483 - 2024-03-31 6,160 $1,080,000 6,160
   Equitable Holdings Inc. 599 - 2024-03-31 6,031 $1,057,000 37
   MARINER WEALTH ADVISORS, LLC 1478 - 2024-03-31 5,848 $1,025,000 315
   STEPHENS INC /AR/ 594 - 2024-03-31 5,356 $939,000 0
   Ameritas Advisory Services LLC 435 - 2024-03-31 4,580 $801,000 2,879
   SAXON INTERESTS INC. 78 - 2024-03-31 4,084 $716,000 -164
   MULTIFINANCIAL SECURITIES CORP 1494 - 2024-03-31 3,355 $588,000 926
   Western Wealth Management LLC 355 - 2024-03-31 3,017 $529,000 860
   Goss Wealth Management LLC 1320 - 2024-03-31 2,935 $515,000 -6
   Cetera Investment Advisers 1187 - 2024-03-31 2,920 $512,000 -1,145
   TOWER RESEARCH CAPITAL LLC 882 - 2024-03-31 2,780 $487,000 2,780
   LEVEL FOUR ADVISORY SERVICES LLC 495 - 2024-03-31 2,926 $469,000 0
   Dynamic Advisors Solutions LLC 710 - 2024-03-31 1,969 $345,000 -61
   CoreCap Advisors LLC 423 - 2023-12-31 2,110 $338,000 -18
   Atria Wealth Solutions Inc. 1532 *New 2024-03-31 1,749 $307,000 1,749
   Stratos Wealth Advisors LLC 555 - 2024-03-31 1,681 $295,000 -88
   GREAT VALLEY ADVISOR GROUP INC. 629 - 2024-03-31 1,565 $274,000 46
   Flagship Private Wealth LLC 78 - 2024-03-31 1,539 $270,000 4
   Global Retirement Partners LLC 729 - 2024-03-31 1,333 $234,000 157
   Kestra Advisory Services LLC 2153 - 2024-03-31 1,331 $233,000 6
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4371 - 2024-03-31 1,305 $229,000 1,305
   Prosperity Consulting Group LLC 304 - 2024-03-31 1,281 $225,000 -232
   Capital Market Strategies LLC 133 *New 2024-03-31 1,214 $213,000 1,214
   Professional Financial Advisors LLC 98 - 2024-03-31 1,199 $210,000 -109
   Keystone Financial Group 327 *New 2024-03-31 1,179 $207,000 1,179
   US BANCORP 2412 - 2024-03-31 512 $90,000 0
   PRIVATE TRUST CO NA 1074 - 2024-03-31 315 $55,000 -30
   First Capital Advisors Group LLC. 334 *New 2023-06-30 246 $37,000 246
   CREATIVE FINANCIAL DESIGNS INC /ADV 804 *New 2024-03-31 210 $37,000 210
   HARBOR INVESTMENT ADVISORY LLC 695 - 2024-03-31 150 $26,000 0
   FMR LLC 3767 - 2024-03-31 139 $24,000 49
   PARKSIDE FINANCIAL BANK & TRUST 969 - 2024-03-31 137 $24,000 0
   Lumature Wealth Partners LLC 276 *New 2023-06-30 150 $22,000 150
   Geneos Wealth Management Inc. 1421 - 2024-03-31 95 $17,000 0
   McIlrath & Eck LLC 517 *New 2024-03-31 89 $16,000 89
   AdvisorNet Financial Inc 1220 - 2024-03-31 70 $12,000 25
   SIGNATUREFD, LLC 2418 *New 2024-03-31 41 $7,000 41
   Tidemark LLC 663 *Closed 2024-03-31 0 $0 -57
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2360 *Closed 2024-03-31 0 $0 -1,817
   Iron Horse Wealth Management LLC 415 *Closed 2024-03-31 0 $0 -33
   Wealthcare Advisory Partners LLC 818 *Closed 2024-03-31 0 $0 -2,130
   WELLS FARGO & CO/MN 6232 - 2024-03-31 0 $0 -1
   ORG Partners LLC 700 *Closed 2024-03-31 0 $0 0
   H D Vest Advisory Services 1685 *Closed 2024-03-31 0 $0 -8,722
   PROEQUITIES INC. 9341 - 2024-03-31 0 $0 0
   OXFORD FINANCIAL GROUP LTD 310 *Closed 2024-03-31 0 $0 -55
   FIRST COMMUNITY TRUST NA 294 *Closed 2024-03-31 0 $0 -21
   VIRTU FINANCIAL LLC 2237 *Closed 2023-12-31 0 $0 -6,467
  76 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