Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Msci Acwi Imi (ACIM)  
$60.13 0.38 (0.64%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 99    6
Total shares held : 
 8,917,606  
% of shares held : 
 84.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 8,789  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.03  
Last Quarter's Ending Price : 
 $55.34  
Last Quarter's Average Price : 
 $51.90  
Change from last quarter's     
avg. price to the last closing  : 
8.23 (15.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 226,145
 2.54%
 
Increased Positions :
46
 425,803
 4.77%
 
Unchanged Positions :
18
 750,449
 8.42%
 
Decreased Positions :
25
-220,580
-2.47%
 
Closed Positions :
16
-422,579
-4.74%
 
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 241 - 2024-03-31 2,280,023 $136,072,000 128,290
   Sequoia Financial Advisors LLC 19 - 2024-03-31 1,362,537 $81,316,000 17,241
   Private Advisor Group LLC 57 - 2024-03-31 848,009 $50,609,000 74,237
   Advance Capital Management Inc. 8 - 2024-03-31 406,453 $24,257,000 -58,489
   LEGAL & GENERAL GROUP PLC 808 - 2023-12-31 420,297 $23,259,000 -18,880
   Peak Financial Management Inc. 3 - 2024-03-31 373,208 $22,273,000 2,969
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 347 - 2024-03-31 300,604 $17,940,000 2,355
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 444 - 2024-03-31 285,479 $17,037,000 0
   Schaeffer Financial LLC 4 - 2024-03-31 240,453 $14,350,000 -3,459
   CX Institutional 40 - 2024-03-31 236,412 $14,109,000 160,956
   MARINER WEALTH ADVISORS, LLC 422 - 2023-12-31 214,755 $11,885,000 6,400
   MEITAV DASH INVESTMENTS LTD 74 - 2024-03-31 163,800 $9,778,000 0
   UNIQUE WEALTH LLC 10 - 2024-03-31 143,178 $8,545,000 77
   BANK OF AMERICA CORP /DE/ 2521 - 2023-12-31 151,593 $8,389,000 49,302
   CWM LLC 355 - 2024-03-31 115,968 $6,921,000 -12,458
   FIRST HEARTLAND CONSULTANTS INC 39 *New 2024-03-31 110,639 $6,603,000 110,639
   Trilogy Capital Inc. 60 - 2024-03-31 94,063 $5,614,000 2,158
   Belpointe Asset Management LLC 44 - 2024-03-31 89,707 $5,354,000 32,679
   FIRST HAWAIIAN BANK 90 - 2024-03-31 77,798 $4,643,000 0
   OLD MISSION CAPITAL LLC 144 - 2023-12-31 83,541 $4,623,000 83,541
   LVW Advisors LLC 25 - 2024-03-31 74,849 $4,467,000 -3,354
   UBS Group AG 2129 - 2023-12-31 77,180 $4,271,000 -3,879
   Barden Capital Management Inc. 3 - 2024-03-31 66,231 $3,953,000 -25,194
   EIGHT 31 FINANCIAL LLC 8 - 2023-12-31 69,166 $3,828,000 0
   Arkadios Wealth Advisors 85 - 2024-03-31 60,637 $3,619,000 -1,420
   TrinityPoint Wealth LLC 42 - 2024-03-31 58,819 $3,510,000 3,598
   Advisor Group Holdings Inc. 1355 - 2024-03-31 53,648 $3,202,000 12,524
   ENVESTNET ASSET MANAGEMENT INC 2217 - 2023-12-31 53,464 $2,959,000 16,296
   Atria Wealth Solutions Inc. 480 - 2023-12-31 51,352 $2,842,000 -3,452
   INTERACTIVE FINANCIAL ADVISORS 20 - 2024-03-31 46,934 $2,801,000 38,257
   MORGAN STANLEY 4214 - 2023-12-31 49,527 $2,741,000 -924
   ICA Group Wealth Management LLC 35 - 2023-12-31 48,176 $2,666,000 10,431
   FLAGSHIP HARBOR ADVISORS LLC 136 - 2024-03-31 40,911 $2,442,000 40,911
   RWM Asset Management LLC 56 - 2024-03-31 40,781 $2,434,000 -17,074
   Great Waters Wealth Management 22 - 2024-03-31 40,014 $2,388,000 -594
   FINANCIAL CONSULATE INC 15 - 2024-03-31 38,656 $2,307,000 2,149
   Cresset Asset Management LLC 538 - 2023-12-31 39,970 $2,212,000 0
   Balentine LLC 97 - 2023-12-31 38,554 $2,134,000 1,408
   ACT WEALTH MANAGEMENT LLC 12 - 2024-03-31 35,288 $2,106,000 872
   FLOW TRADERS U.S. LLC 213 - 2023-12-31 35,588 $1,969,000 -113,096
   CI Private Wealth LLC 1054 - 2024-03-31 30,726 $1,834,000 -949
   Gerber Kawasaki Wealth & Investment Management 114 - 2023-12-31 26,978 $1,493,000 2,185
   PRUDENTIAL FINANCIAL INC 1628 - 2023-12-31 26,067 $1,443,000 -2,681
   BB&T CORP 1454 - 2023-12-31 23,153 $1,281,000 23,153
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 925 - 2023-12-31 20,561 $1,138,000 11,693
   Chicago Partners Investment Group LLC 301 - 2024-03-31 18,907 $1,095,000 -296
   JANE STREET GROUP LLC 3141 - 2023-12-31 19,012 $1,052,000 215
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1739 - 2024-03-31 16,237 $969,000 3,377
   Americana Partners LLC 181 - 2024-03-31 16,090 $960,000 7,434
   Merit Financial Group LLC 411 - 2024-03-31 16,206 $953,000 -874
   Jacobi Capital Management LLC 212 - 2024-03-31 15,785 $942,000 2,032
   ROYAL BANK OF CANADA 3154 - 2023-12-31 16,582 $918,000 115
   Tennessee Valley Asset Management Partners 54 - 2024-03-31 13,882 $829,000 1,445
   Flagship Private Wealth LLC 42 - 2024-03-31 13,680 $816,000 0
   RFG Advisory Group LLC 400 - 2024-03-31 12,707 $758,000 144
   CAPTRUST FINANCIAL ADVISORS 1445 - 2023-12-31 13,672 $757,000 15
   Financial Advocates Investment Management 386 - 2024-03-31 11,512 $687,000 1,036
   PRIVATE TRUST CO NA 307 - 2024-03-31 10,993 $656,000 3,634
   Professional Financial Advisors LLC 69 - 2024-03-31 10,199 $609,000 -108
   IAG Wealth Partners LLC 59 - 2024-03-31 9,039 $539,000 544
   Edge Capital Group LLC 205 *New 2023-12-31 8,947 $495,000 8,947
   Strategic Financial Group LLC - 2023-12-31 8,508 $471,000 2,093
   STIFEL FINANCIAL CORP 2600 - 2023-12-31 8,302 $459,000 -2,000
   FSM Wealth Advisors LLC 83 - 2023-09-30 8,582 $433,000 269
   BIP Wealth LLC 138 - 2024-03-31 6,624 $395,000 864
   Western Wealth Management LLC 433 - 2024-03-31 6,371 $380,000 448
   Verdence Capital Advisors LLC 404 - 2024-03-31 6,268 $374,000 0
   Garrett Wealth Advisory Group LLC 46 - 2024-03-31 6,269 $374,000 154
   New England Capital Financial Advisors LLC 34 - 2024-03-31 6,227 $372,000 -646
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2714 - 2024-03-31 5,974 $357,000 -330
   Vernal Point Advisors LLC 19 - 2023-12-31 6,435 $356,000 0
   Cornerstone Wealth Management LLC 412 - 2024-03-31 5,642 $337,000 889
   Planning Capital Management Corp 62 - 2024-03-31 4,966 $296,000 0
   Colonial River Wealth Management LLC 122 - 2024-03-31 4,924 $294,000 -6,189
   J P MORGAN CHASE & CO 4000 - 2024-03-31 4,923 $294,000 -100
   Atlas Private Wealth Advisors 91 - 2024-03-31 4,698 $280,000 -4,697
   GREAT VALLEY ADVISOR GROUP INC. 632 - 2024-03-31 4,547 $271,000 46
   Buckingham Strategic Partners 345 *New 2023-12-31 4,814 $266,000 4,814
   Spire Wealth Management 731 - 2024-03-31 3,964 $237,000 1,035
   Koshinski Asset Management Inc. 533 - 2024-03-31 3,471 $207,000 3,471
   PFG Advisors 626 *New 2024-03-31 3,440 $205,000 3,440
   BIDWELL C M & ASSOCIATES LTD/ 114 - 2023-12-31 3,568 $197,000 442
   MCF Advisors LLC 229 - 2024-03-31 3,282 $196,000 0
   Cape Investment Advisory Inc. 171 - 2023-12-31 2,878 $159,000 357
   Joseph Group Capital Management 51 - 2023-12-31 2,714 $150,000 0
   Financial Advisory Service Inc. 306 - 2024-03-31 2,413 $144,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 243 - 2024-03-31 1,753 $105,000 0
   ACIMA PRIVATE WEALTH LLC 147 - 2023-12-31 1,622 $90,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 105 *New 2023-12-31 1,419 $79,000 1,419
   Global Retirement Partners LLC 1215 - 2024-03-31 1,221 $73,000 0
   Scarborough Advisors LLC 84 - 2024-03-31 1,080 $64,000 61
   Hartland & Co. LLC 779 - 2023-12-31 765 $42,000 561
   COMERICA BANK 2757 - 2023-12-31 766 $42,000 -779
   Geneos Wealth Management Inc. 1159 - 2024-03-31 631 $38,000 0
   CNB Bank 274 *New 2024-03-31 601 $36,000 601
   FMR LLC 3620 - 2023-12-31 512 $28,000 -299
   MGB Wealth Management LLC 243 - 2024-03-31 300 $18,000 0
   Goss Wealth Management LLC 2712 - 2023-12-31 248 $14,000 60
   ARVEST INVESTMENTS INC. 142 - 2024-03-31 131 $8,000 -312
   GAMMA Investing LLC 2254 *New 2024-03-31 97 $6,000 97
  100 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