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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    3
Total shares held : 
 10,404,866  
% of shares held : 
 29.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 7,116  
% of shares held change : 
   0.02%  
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
 117,747
 1.13%
 
Increased Positions :
20
 148,288
 1.43%
 
Unchanged Positions :
19
 376,708
 3.62%
 
Decreased Positions :
12
-236,855
-2.28%
 
Closed Positions :
4
-22,064
-0.21%
 
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
   INVESCO LTD 744 - 2024-03-31 5,272,024 $117,039,000 7,837
   ENERGY INCOME PARTNERS LLC 38 - 2024-03-31 2,011,618 $44,658,000 -70,193
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 538 - 2024-03-31 569,693 $12,664,000 -8,615
   UBS Group AG 1533 - 2024-03-31 504,154 $11,192,000 -34,350
   CLEARBRIDGE ADVISORS LLC 548 - 2024-03-31 422,835 $9,387,000 0
   BANK OF AMERICA CORP /DE/ 2897 - 2024-03-31 246,459 $5,471,000 -1,457
   MORGAN STANLEY 3947 - 2024-03-31 189,517 $4,207,000 -9,731
   GOLDMAN SACHS GROUP INC/ 2889 - 2024-03-31 139,578 $3,099,000 1,761
   TORTOISE CAPITAL ADVISORS LLC 68 - 2024-03-31 132,811 $2,948,000 0
   Pathway Financial Advisers LLC 42 - 2024-03-31 97,692 $2,169,000 0
   CITIGROUP INC 1801 - 2024-03-31 85,797 $1,905,000 50,759
   SCOPUS ASSET MANAGEMENT LP 121 *New 2024-03-31 70,989 $1,576,000 70,989
   NATIXIS 447 - 2024-03-31 70,000 $1,554,000 0
   RAYMOND JAMES & ASSOCIATES 2520 - 2024-03-31 48,986 $1,087,000 28,943
   GLENMEDE TRUST CO NA 705 - 2024-03-31 45,478 $1,010,000 -514
   EAGLE GLOBAL ADVISORS LLC 145 - 2024-03-31 43,873 $974,000 0
   PINNACLE HOLDINGS LLC 81 - 2024-03-31 41,491 $921,000 1
   GSA CAPITAL PARTNERS LLP 547 - 2024-03-31 38,427 $853,000 3,713
   DELPHI MANAGEMENT INC /MA/ 73 - 2024-03-31 37,282 $828,000 -4,859
   ACADIAN ASSET MANAGEMENT LLC 910 - 2024-03-31 35,718 $792,000 -18,841
   BNP PARIBAS ARBITRAGE SA 1903 - 2024-03-31 34,650 $769,000 -1,827
   CITADEL ADVISORS LLC 3342 - 2024-03-31 33,944 $754,000 -14,677
   GILMAN HILL ASSET MANAGEMENT, LLC 119 - 2024-03-31 30,445 $676,000 0
   LPL FINANCIAL CORP 3460 - 2024-03-31 30,292 $672,000 -1,177
   ADVISORY SERVICES NETWORK, LLC 840 - 2024-03-31 29,700 $659,000 -200
   HILLTOP HOLDINGS INC. 335 - 2024-03-31 26,790 $595,000 -439
   ALPINE WOODS CAPITAL INVESTORS LLC 140 - 2024-03-31 21,390 $468,000 0
   Samalin Investment Counsel LLC 162 - 2024-03-31 20,281 $450,000 655
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 120 - 2024-03-31 20,000 $444,000 -5,000
   ENVESTNET ASSET MANAGEMENT INC 3552 - 2024-03-31 17,369 $386,000 938
   SHAPIRO CAPITAL MANAGEMENT CO INC 57 - 2024-03-31 17,400 $386,000 0
   SEI INVESTMENTS CO 2224 - 2024-03-31 15,369 $341,000 -2,388
   ING GROEP NV 541 - 2024-03-31 15,000 $333,000 5,000
   HRT FINANCIAL LLC 1452 - 2024-03-31 13,686 $303,000 -356
   Apollon Wealth Management LLC 867 - 2024-03-31 13,400 $297,000 1,106
   MARINER WEALTH ADVISORS, LLC 2432 - 2024-03-31 13,367 $297,000 -7,250
   Kovack Advisors Inc. 384 - 2024-03-31 11,725 $260,000 -350
   FAYEZ SAROFIM & CO 266 - 2024-03-31 11,500 $255,000 0
   Future Financial Wealth Managment LLC 205 *New 2024-03-31 3,500 $78,000 3,500
   ROYAL BANK OF CANADA 4764 - 2024-03-31 3,350 $74,000 0
   Advisor Group Holdings Inc. 4430 - 2024-03-31 3,245 $72,000 270
   WELLS FARGO & CO/MN 4535 - 2024-03-31 3,089 $69,000 -4,689
   GROUP ONE TRADING, L.P. 922 - 2024-03-31 2,673 $59,000 1,873
   PROEQUITIES INC. 1229 - 2024-03-31 2,000 $44,000 0
   Geneos Wealth Management Inc. 1141 - 2024-03-31 1,850 $41,000 111
   J P MORGAN CHASE & CO 4773 - 2024-03-31 1,705 $38,000 -416
   Goss Wealth Management LLC 2585 - 2024-03-31 1,000 $22,000 0
   ICA Group Wealth Management LLC 757 - 2024-03-31 922 $20,000 0
   TOWER RESEARCH CAPITAL LLC 3478 - 2024-03-31 551 $12,000 -686
   Carmichael Hill & Associates Inc. 467 - 2024-03-31 500 $11,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 516 - 2024-03-31 500 $11,000 0
   GPS Wealth Strategies Group LLC 965 - 2024-03-31 275 $6,000 0
   Ahrens Investment Partners LLC 743 *New 2023-03-31 294 $6,000 294
   Householder Group Estate & Retirement Specialist L 927 - 2024-03-31 217 $5,000 4
   Archer Investment Corp 748 - 2024-03-31 235 $5,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC 520 - 2024-03-31 200 $4,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 437 - 2024-03-31 200 $4,000 0
   BLACKROCK INC. 4837 *New 2024-03-31 200 $4,000 200
   BARCLAYS PLC 3906 *New 2024-03-31 123 $3,000 123
   CWM LLC 4125 - 2024-03-31 65 $1,000 0
   WHITTIER TRUST CO 1504 *Closed 2024-03-31 0 $0 -310
   TAYLOR INVESTMENT COUNSELORS LLC 107 *Closed 2023-12-31 0 $0 -11,598
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6109 *Closed 2024-03-31 0 $0 -18,830
   BESSEMER GROUP INC 2177 *Closed 2024-03-31 0 $0 -2,500
   LGT Financial Advisors LLC 846 *Closed 2024-03-31 0 $0 -102
   BOURGEON CAPITAL MANAGEMENT LLC 381 *Closed 2024-03-31 0 $0 -6,500
   HARBOUR INVESTMENTS INC. 3228 - 2023-12-31 17 $0 0
  67 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