Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Jpmorgan Alerian Mlp Index Etn (AMJ)  
$28.27 0.25 (0.89%) as of 4:30 Fri 5/3


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MARINER WEALTH ADVISORS, LLC 359 - 2023-12-31 585,909 $14,859,000 -3,952
   NICOLET ADVISORY SERVICES LLC 15 - 2023-12-31 506,378 $12,973,000 -40,778
   GOLDMAN SACHS GROUP INC/ 1895 - 2023-12-31 489,559 $12,415,000 -1,545
   EVERGREEN CAPITAL MANAGEMENT LLC 55 - 2023-12-31 449,513 $11,400,000 -28,230
   FORTEM FINANCIAL GROUP LLC - 2023-12-31 369,151 $9,362,000 -6,734
   BRIGHTON JONES LLC 38 - 2023-12-31 360,575 $9,144,000 -1,289,709
   NICOLET BANKSHARES INC 7 - 2023-12-31 325,385 $8,252,000 -8,535
   NOESIS CAPITAL MANGEMENT CORP 29 - 2023-12-31 258,818 $6,564,000 -7,745
   MCCORMACK ADVISORS INTERNATIONAL 184 - 2023-12-31 210,467 $5,337,000 -6,032
   COMMERCE BANK N A/MO 299 - 2023-12-31 209,888 $5,323,000 -5,651
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 524 - 2023-09-30 182,576 $4,510,000 -25,083
   CREATIVE PLANNING 651 - 2023-12-31 149,447 $3,790,000 -81,320
   LAKE STREET FINANCIAL LLC 65 - 2024-03-31 108,860 $3,101,000 -1,200
   ROCKLAND TRUST CO 85 - 2024-03-31 98,308 $2,801,000 -49,949
   Kestra Advisory Services LLC 713 - 2023-12-31 94,902 $2,407,000 -4,973
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 389 - 2023-12-31 92,000 $2,333,000 -1,524
   OSBORNE PARTNERS CAPITAL MANAGEMENT 114 - 2024-03-31 81,515 $2,322,000 -345,770
   RENAISSANCE TECHNOLOGIES LLC 1877 - 2023-12-31 88,600 $2,247,000 -39,700
   Peak Asset Management LLC 51 - 2023-12-31 83,464 $2,117,000 -52,874
   HIGHTOWER ADVISORS, LLC 1384 - 2023-12-31 81,595 $2,070,000 -1,666
   My Personal CFO LLC 22 - 2024-03-31 72,591 $2,068,000 -6,686
   Kepos Capital LP 43 - 2023-12-31 75,885 $1,924,000 -16,832
   Congress Wealth Management LLC / DE / 322 - 2024-03-31 65,101 $1,855,000 -14,951
   HANCOCK HOLDING CO 234 - 2023-12-31 61,449 $1,558,000 -383
   Apollon Wealth Management LLC 332 - 2023-12-31 58,727 $1,489,000 -1,602
   Stone Point Wealth LLC - 2023-12-31 52,170 $1,323,000 -3,745
   REGAL INVESTMENT ADVISORS, LLC 196 - 2023-12-31 51,875 $1,316,000 -600
   Advisor Group Holdings Inc. 2235 - 2023-12-31 51,476 $1,305,000 -16,583
   Greytown Advisors Inc. 24 - 2023-12-31 48,314 $1,225,000 -4,419
   Capital Advisory Group Advisory Services LLC 59 - 2024-03-31 33,770 $962,000 -59,802
   BLAIR WILLIAM & CO/IL 869 - 2023-12-31 37,474 $950,000 -110
   SIGNATURE SECURITIES GROUP CORPORATION 96 - 2024-03-31 28,304 $806,000 -716
   Capital Investment Advisors LLC 329 - 2024-03-31 26,175 $746,000 -88
   Tranquility Partners LLC 94 - 2023-12-31 26,680 $677,000 -1,412
   JANNEY MONTGOMERY SCOTT LLC 1706 - 2023-12-31 25,388 $644,000 -219
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1464 - 2024-03-31 21,025 $599,000 -5,145
   Cetera Investment Advisers 1426 - 2023-12-31 22,259 $564,000 -1,986
   WAYNE HUMMER INVESTMENTS L.L.C. 267 - 2023-12-31 20,200 $512,000 -6,000
   RAYMOND JAMES & ASSOCIATES 3026 - 2024-03-31 17,491 $498,000 -373
   BB&T CORP 1946 - 2023-12-31 19,155 $486,000 -4,277
   COMMONWEALTH EQUITY SERVICES LLC. 2720 - 2023-12-31 18,264 $463,000 -109
   FIFTH THIRD BANCORP 793 - 2024-03-31 15,287 $436,000 -1,325
   STEPHENS INC /AR/ 831 - 2023-12-31 15,826 $401,000 -13,708
   We Are One Seven LLC 614 - 2023-12-31 15,241 $387,000 -1,066
   Goss Wealth Management LLC 1437 - 2023-12-31 14,530 $368,000 -18,080
   CAPTRUST FINANCIAL ADVISORS 1970 - 2023-12-31 14,272 $362,000 -271
   IFP Advisors Inc 733 - 2023-12-31 12,244 $311,000 -67
   Coastwise Capital Group LLC 82 - 2023-12-31 12,258 $311,000 -1,649
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 152 - 2024-03-31 10,384 $296,000 -35
   CENTAURUS FINANCIAL INC. 502 - 2023-12-31 11,239 $285,000 -699
   Howard Wealth Management LLC 86 - 2023-12-31 10,507 $266,000 -335
   Foundations Investment Advisors LLC 610 - 2023-12-31 8,380 $222,000 -338
   Private Capital Management LLC 126 - 2023-12-31 8,294 $210,000 -604
   AXXCESS WEALTH MANAGEMENT LLC 782 - 2023-12-31 7,930 $201,000 -325
   Coppell Advisory Solutions LLC 336 - 2023-12-31 4,628 $117,000 -1,745
   Sound Income Strategies LLC 377 - 2024-03-31 2,241 $64,000 -1,213
   PRIVATE TRUST CO NA 1068 - 2024-03-31 1,969 $56,000 -208
   Carmichael Hill & Associates Inc. 287 - 2024-03-31 1,982 $56,000 -947
   Global Retirement Partners LLC 1404 - 2024-03-31 1,770 $50,000 -1,700
   M&R CAPITAL MANAGEMENT INC 236 - 2024-03-31 1,500 $43,000 -1,500
   DIVIDEND GROWTH ADVISORS LLC 254 - 2023-12-31 1,400 $36,000 -1,000
   PNC FINANCIAL SERVICES GROUP INC 3128 - 2023-12-31 1,390 $35,000 -4,364
   WASHINGTON TRUST CO 517 - 2024-03-31 1,035 $29,000 -102
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2345 - 2023-12-31 879 $22,000 -208
   WHITTIER TRUST CO 1140 - 2023-12-31 641 $16,000 -750
   UBS Group AG 6607 - 2023-12-31 64 $2,000 -172
   BARCLAYS PLC 3989 - 2023-12-31 52 $1,000 -52
   FMR LLC 4965 - 2023-12-31 1 $0 -1
  68 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