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Get Institutions for : 
Alliance Healthcare Services (AIQ)  
$33.36 0.79 (2.31%) as of 4:30 Fri 4/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    32
Total shares held : 
12,077,626  
% of shares held : 
32.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  80  
Amount of shares held : 
3,714,777  
% of shares held change : 
  9.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$27.07  
Last Quarter's Ending Price : 
$31.18  
Last Quarter's Average Price
$28.59  
Change from last quarter's     
avg. price to the last closing  : 
4.77 (16.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 588,238
 4.87%
 
Increased Positions :
66
 4,009,555
 33.2%
 
Unchanged Positions :
25
 1,243,482
 10.3%
 
Decreased Positions :
18
-454,675
-3.76%
 
Closed Positions :
10
-428,341
-3.55%
 
Guru Positions :
1
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 862 - 2023-12-31 3,046,570 $94,992,000 1,300,060
   DAIWA SECURITIES GROUP INC. 71 - 2023-12-31 1,113,079 $34,706,000 0
   LPL FINANCIAL CORP 722 - 2023-12-31 914,120 $28,502,000 363,407
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 295 - 2023-12-31 647,518 $20,190,000 340,875
   BANK OF MONTREAL /CAN/ 722 - 2023-12-31 562,881 $17,658,000 534,419
   UBS Group AG 1164 - 2023-12-31 549,441 $17,132,000 -20,320
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 435,692 $13,585,000 14,255
   J P MORGAN CHASE & CO 1874 - 2023-12-31 402,962 $12,564,000 162,324
   Main Management ETF Advisors LLC 19 - 2023-12-31 402,415 $12,547,000 171,310
   MORGAN STANLEY 3196 - 2023-12-31 365,904 $11,409,000 337,109
   Black Swift Group LLC *New 2023-12-31 296,284 $9,238,000 296,284
   MML INVESTORS SERVICES LLC 401 - 2023-12-31 292,217 $9,111,000 28,334
   ROYAL BANK OF CANADA 1846 - 2023-12-31 168,373 $5,250,000 89,639
   Archford Capital Strategies LLC 27 - 2023-12-31 147,709 $4,606,000 21,443
   PRUDENT INVESTORS NETWORK 17 *New 2023-09-30 163,378 $4,397,000 163,378
   Curtis Advisory Group LLC 16 - 2023-12-31 136,883 $4,268,000 1,883
   Proficio Capital Partners LLC 35 - 2023-12-31 135,459 $4,224,000 68,825
   ENVESTNET ASSET MANAGEMENT INC 2187 - 2023-12-31 100,681 $3,139,000 16,460
   BBJS FINANCIAL ADVISORS LLC 22 - 2023-12-31 98,454 $3,070,000 -2,756
   JANE STREET GROUP LLC 2031 - 2023-12-31 92,758 $2,892,000 -340,167
   Atria Wealth Solutions Inc. 486 - 2023-12-31 90,460 $2,822,000 7,265
   FINANCIAL NETWORK 819 - 2023-12-31 89,423 $2,788,000 36,467
   Kestra Advisory Services LLC 686 - 2023-12-31 81,906 $2,554,000 63,557
   Advisor Group Holdings Inc. 1672 - 2023-12-31 81,811 $2,551,000 26,159
   CENTAURUS FINANCIAL INC. 119 - 2023-12-31 77,503 $2,417,000 69,180
   HALLMARK CAPITAL MANAGEMENT INC 105 - 2023-12-31 74,705 $2,329,000 -3,560
   HBW Advisory Services LLC 68 - 2023-12-31 73,188 $2,282,000 -4,486
   CLAUDIA M.P. BATLLE CRP (R) LLC 41 - 2023-12-31 73,107 $2,279,000 -6,765
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 716 - 2023-09-30 78,064 $2,101,000 14,419
   Qube Research & Technologies Ltd 1284 - 2023-12-31 65,543 $2,044,000 64,328
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1200 - 2023-12-31 62,726 $1,956,000 9,007
   H D Vest Advisory Services 511 - 2023-12-31 61,616 $1,921,000 8,832
   Riggs Asset Managment Co. Inc. 55 - 2023-12-31 58,647 $1,829,000 5,692
   COMMONWEALTH EQUITY SERVICES LLC. 1728 - 2023-12-31 58,258 $1,816,000 26,511
   KESTRA PRIVATE WEALTH SERVICES LLC 394 - 2023-12-31 53,434 $1,666,000 38,824
   Rockefeller Capital Management L.P. 1001 - 2023-12-31 49,154 $1,533,000 24,373
   Essex LLC 64 - 2023-12-31 48,766 $1,521,000 -14,650
   Financial Freedom LLC - 2023-12-31 46,190 $1,440,000 28,699
   VALLEY FINANCIAL MANAGEMENT INC. 31 *New 2023-06-30 50,356 $1,409,000 50,356
   RAYMOND JAMES & ASSOCIATES 2301 - 2023-12-31 44,258 $1,380,000 7,354
   PRINCIPAL SECURITIES INC. 338 - 2023-12-31 41,332 $1,289,000 0
   Wealthcare Advisory Partners LLC 268 - 2023-12-31 40,448 $1,261,000 23,684
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1850 - 2023-12-31 39,131 $1,220,000 -22,179
   Dynamic Advisors Solutions LLC 410 *New 2024-03-31 34,362 $1,167,000 34,362
   Clal Insurance Enterprises Holdings Ltd 95 - 2023-12-31 36,018 $1,124,000 25,730
   Integrated Advisors Network LLC 277 - 2023-12-31 34,458 $1,074,000 -4,077
   STIFEL FINANCIAL CORP 2108 - 2023-12-31 33,503 $1,045,000 5,826
   Howard Capital Management Inc. 44 - 2023-12-31 33,066 $1,031,000 -887
   Anson Capital Inc. 18 - 2023-12-31 32,784 $1,022,000 3,185
   Envestnet Portfolio Solutions Inc. 801 - 2023-12-31 31,135 $971,000 -1,444
   GREAT VALLEY ADVISOR GROUP INC. 347 - 2023-12-31 30,721 $958,000 16,530
   Unique Wealth Strategies LLC 43 - 2023-12-31 30,649 $956,000 0
   DAVIDSON D A & CO 732 - 2023-12-31 29,848 $931,000 9,168
   Geneos Wealth Management Inc. - 2023-12-31 29,475 $919,000 17,478
   CIBC WORLD MARKETS INC. 722 *New 2023-12-31 27,425 $855,000 27,425
   HIGHTOWER ADVISORS, LLC 1906 - 2023-12-31 26,005 $813,000 3,746
   CITADEL ADVISORS LLC 3136 - 2023-12-31 25,801 $804,000 14,547
   OPPENHEIMER & CO INC 855 - 2023-12-31 22,230 $693,000 11,645
   RENAISSANCE TECHNOLOGIES LLC 2633 *New 2023-12-31 21,461 $669,000 21,461
   Relyea Zuckerberg Hanson LLC 100 *New 2023-12-31 20,364 $635,000 20,364
   Belpointe Asset Management LLC 309 - 2023-12-31 19,974 $623,000 9,892
   Farther Finance Advisors LLC 320 - 2023-12-31 18,613 $580,000 10,860
   Private Advisor Group LLC 1375 - 2023-12-31 18,454 $575,000 -9,780
   MARINER WEALTH ADVISORS, LLC 1854 - 2023-12-31 18,344 $572,000 9,934
   COMERICA BANK 1827 - 2023-12-31 17,337 $541,000 9,246
   YALE CAPITAL CORP 305 - 2023-12-31 17,230 $537,000 730
   Stratos Wealth Partners LTD. - 2023-12-31 16,945 $528,000 4,977
   Camden Capital LLC 182 - 2023-12-31 15,448 $482,000 0
   Ronald Blue Trust Inc. 253 - 2023-12-31 17,764 $478,000 1,837
   Southland Equity Partners LLC 108 - 2024-03-31 13,873 $471,000 4,498
   Equitable Holdings Inc. 793 *New 2023-12-31 15,025 $468,000 15,025
   Krilogy Financial LLC *New 2023-12-31 14,430 $450,000 14,430
   LOWERY THOMAS LLC 40 - 2023-12-31 14,053 $438,000 1,300
   Goss Wealth Management LLC 1407 *New 2023-12-31 12,316 $390,000 12,316
   CREATIVE PLANNING 1893 - 2023-12-31 12,278 $383,000 1,880
   Resources Investment Advisors Inc. 826 - 2023-12-31 12,109 $378,000 2,089
   Perennial Investment Advisors LLC 204 *New 2023-12-31 12,122 $378,000 12,122
   Stratos Wealth Advisors LLC - 2023-12-31 11,945 $372,000 610
   Sontag Advisory LLC 477 *New 2023-12-31 11,542 $360,000 11,542
   AdvisorNet Financial Inc 363 - 2024-03-31 10,296 $350,000 51
   Apollon Wealth Management LLC 775 *New 2023-12-31 11,111 $346,000 11,111
   Main Management LLC 55 - 2023-12-31 11,072 $345,000 -888
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 485 *New 2024-03-31 10,041 $343,000 10,041
   Ameritas Advisory Services LLC 520 - 2023-12-31 10,273 $337,000 -10,839
   Spire Wealth Management 643 - 2023-12-31 9,786 $307,000 6,565
   Lindbrook Capital LLC 275 - 2023-12-31 9,524 $297,000 874
   Clear Creek Financial Management LLC *New 2023-12-31 9,268 $289,000 9,268
   HB Wealth Management LLC 632 *New 2023-12-31 9,123 $284,000 9,123
   HARBOR INVESTMENT ADVISORY LLC 288 *New 2024-03-31 8,300 $282,000 8,300
   Sweet Financial Partners LLC 161 *New 2023-12-31 9,000 $281,000 9,000
   Compagnie Lombard Odier SCA 253 - 2023-12-31 9,000 $281,000 0
   SFI Advisors LLC 64 *New 2023-12-31 8,909 $278,000 8,909
   Milestone Investment Advisors LLC 64 - 2023-12-31 8,929 $278,000 0
   Alhambra Investment Partners LLC 132 - 2023-12-31 8,842 $276,000 -175
   Western Wealth Management LLC 589 - 2023-12-31 8,333 $260,000 -273
   ARQ WEALTH ADVISORS LLC 54 *New 2023-12-31 8,241 $257,000 8,241
   Harvest Fund Management Co. Ltd 202 - 2023-12-31 8,198 $254,000 0
   HPM Partners LLC *New 2023-12-31 7,805 $243,000 7,805
   Banque Cantonale Vaudoise 542 - 2024-03-31 7,058 $240,000 1,878
   NovaPoint Capital LLC 119 *New 2023-12-31 7,690 $240,000 7,690

  100 Records found
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