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Get Institutions for : 
Alliance Healthcare Services (AIQ)  
$32.65 0.46 (1.43%) as of 4:30 Fri 4/26


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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  : 
4.06 (14.2%)  




 
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
   LPL FINANCIAL CORP 722 - 2023-12-31 914,120 $28,502,000 363,407
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 287 - 2024-03-31 698,003 $23,704,000 50,485
   BANK OF MONTREAL /CAN/ 722 - 2023-12-31 562,881 $17,658,000 534,419
   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
   MML INVESTORS SERVICES LLC 401 - 2023-12-31 292,217 $9,111,000 28,334
   Archford Capital Strategies LLC 27 - 2024-03-31 165,472 $5,619,000 17,763
   ROYAL BANK OF CANADA 1846 - 2023-12-31 168,373 $5,250,000 89,639
   RAYMOND JAMES & ASSOCIATES 1560 - 2024-03-31 149,940 $5,092,000 105,682
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 860 - 2024-03-31 119,592 $4,061,000 56,866
   ENVESTNET ASSET MANAGEMENT INC 2187 - 2023-12-31 100,681 $3,139,000 16,460
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1582 - 2024-03-31 64,587 $2,193,000 25,456
   Financial Freedom LLC 20 - 2024-03-31 62,138 $2,110,000 15,948
   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
   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
   Clear Creek Financial Management LLC 94 - 2024-03-31 49,438 $1,679,000 40,170
   KESTRA PRIVATE WEALTH SERVICES LLC 394 - 2023-12-31 53,434 $1,666,000 38,824
   Global Retirement Partners LLC 268 - 2024-03-31 47,158 $1,601,000 46,615
   Rockefeller Capital Management L.P. 1001 - 2023-12-31 49,154 $1,533,000 24,373
   Stratos Wealth Partners LTD. 557 - 2024-03-31 37,348 $1,268,000 20,403
   Clal Insurance Enterprises Holdings Ltd 95 - 2023-12-31 36,018 $1,124,000 25,730
   STIFEL FINANCIAL CORP 2108 - 2023-12-31 33,503 $1,045,000 5,826
   Anson Capital Inc. 18 - 2023-12-31 32,784 $1,022,000 3,185
   GREAT VALLEY ADVISOR GROUP INC. 347 - 2023-12-31 30,721 $958,000 16,530
   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
   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
   Fundamentun LLC 120 - 2024-03-31 22,177 $753,000 15,405
   OPPENHEIMER & CO INC 855 - 2023-12-31 22,230 $693,000 11,645
   Relyea Zuckerberg Hanson LLC 92 - 2024-03-31 20,375 $692,000 11
   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
   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
   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
   LOWERY THOMAS LLC 40 - 2023-12-31 14,053 $438,000 1,300
   Stratos Wealth Advisors LLC 496 - 2024-03-31 12,266 $417,000 321
   NovaPoint Capital LLC 94 - 2024-03-31 11,888 $404,000 4,198
   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
   Spire Wealth Management 615 - 2024-03-31 10,370 $352,000 584
   AdvisorNet Financial Inc 363 - 2024-03-31 10,296 $350,000 51
   Lindbrook Capital LLC 262 - 2024-03-31 10,069 $342,000 545
   Sweet Financial Partners LLC 152 - 2024-03-31 10,027 $341,000 1,027
   Alhambra Investment Partners LLC 120 - 2024-03-31 9,803 $333,000 961
   SIMPLEX TRADING LLC 837 - 2024-03-31 8,549 $290,000 6,052
   Banque Cantonale Vaudoise 542 - 2024-03-31 7,058 $240,000 1,878
   WELLS FARGO & CO/MN 3805 - 2023-12-31 7,476 $233,000 7,476
   NBC SECURITIES INC. 723 - 2024-03-31 6,394 $217,000 4,260
   SALEM INVESTMENT COUNSELORS INC 348 - 2024-03-31 6,313 $214,000 1,578
   Sunbelt Securities Inc. 550 - 2024-03-31 5,404 $184,000 5,400
   PNC FINANCIAL SERVICES GROUP INC 2290 - 2023-12-31 5,261 $164,000 389
   ADIRONDACK TRUST CO 148 - 2024-03-31 4,593 $156,000 253
   Westside Investment Management Inc. 238 - 2024-03-31 4,500 $153,000 1,900
   IFP Advisors Inc 1101 - 2023-12-31 4,523 $141,000 153
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1740 - 2023-12-31 3,528 $110,000 1,242
   HANSON MCCLAIN, INC. 1035 - 2024-03-31 2,746 $93,000 759
   CWM LLC 1921 - 2024-03-31 2,637 $90,000 620
   HARBOUR INVESTMENTS INC. 1386 - 2023-12-31 1,890 $59,000 623
   Steward Partners Investment Advisory LLC 1927 - 2023-12-31 1,804 $56,000 804
   NORTH STAR INVESTMENT MANAGEMENT CORP. 588 - 2023-12-31 1,600 $50,000 200
   Capital Investment Advisory Services LLC 749 - 2024-03-31 609 $21,000 609
   HOLLENCREST SECURITIES LLC 671 - 2023-12-31 500 $16,000 500

  79 Records found
  1    
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