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Get Institutions for : 
Jpmorgan Alerian Mlp Index Etn (AMJ)  
$28.27 0.25 (0.89%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 176    3
Total shares held : 
 99,752,817  
% of shares held : 
 83.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 647,552  
% of shares held change : 
   0.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.27  
Last Quarter's Ending Price : 
 $25.36  
Last Quarter's Average Price : 
 $25.11  
Change from last quarter's     
avg. price to the last closing  : 
3.16 (12.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 96,345
 0.1%
 
Increased Positions :
53
 2,579,477
 2.59%
 
Unchanged Positions :
47
 759,642
 0.76%
 
Decreased Positions :
64
-1,751,805
-1.76%
 
Closed Positions :
15
-276,465
-0.28%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PATHSTONE FAMILY OFFICE, LLC 589 *New 2023-09-30 55,712 $1,376,000 55,712
   TAYLOR INVESTMENT COUNSELORS LLC 73 *New 2023-12-31 16,697 $423,000 16,697
   Inscription Capital LLC 137 *New 2024-03-31 10,000 $284,000 10,000
   Mutual Advisors LLC 943 *New 2023-12-31 8,131 $206,000 8,131
   Strategic Wealth Partners Ltd. 246 *New 2023-03-31 9,123 $202,000 9,123
   WILEY BROS.-AINTREE CAPITAL LLC 454 *New 2024-03-31 7,038 $201,000 7,038
   Resources Investment Advisors Inc. 1057 *New 2023-12-31 7,889 $200,000 7,889
   WOODMONT INVESTMENT COUNSEL LLC 272 *New 2024-03-31 3,642 $104,000 3,642
   Scarborough Advisors LLC 389 *New 2023-12-31 371 $9,000 371
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 608 *New 2023-12-31 286 $7,000 286
   YHB INVESTMENT ADVISORS, INC. 830 *New 2024-03-31 95 $3,000 95
   SageView Advisory Group LLC 690 *New 2023-12-31 12,776 $0 12,776
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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