Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ark Genomic Revolution Multi Sector Etf (ARKG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 273    16
Total shares held : 
 18,776,504  
% of shares held : 
 41.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -40  
Amount of shares held : 
 3,050,930  
% of shares held change : 
   6.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 1,241,770
 6.61%
 
Increased Positions :
71
 5,368,042
 28.59%
 
Unchanged Positions :
86
 139,936
 0.75%
 
Decreased Positions :
95
-2,865,042
-15.26%
 
Closed Positions :
37
-693,840
-3.7%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1672 - 2023-12-31 1,599,445 $52,478,000 -1,607,534
   BANK OF AMERICA CORP /DE/ 1585 - 2023-12-31 805,685 $26,435,000 -34,264
   COMMONWEALTH EQUITY SERVICES LLC. 792 - 2024-03-31 340,114 $9,782,000 -23,950
   ROYAL BANK OF CANADA 1652 - 2023-12-31 222,786 $7,310,000 -11,721
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 495 - 2023-12-31 182,840 $5,999,000 -19,280
   Advisor Group Holdings Inc. 1003 - 2024-03-31 181,472 $5,214,000 -14,437
   DDD Partners LLC 39 - 2024-03-31 159,272 $4,581,000 -2,456
   SG AMERICAS SECURITIES LLC 607 - 2024-03-31 122,681 $3,528,000 -90,378
   CREDIT SUISSE/ 1492 - 2024-03-31 120,757 $3,473,000 -17,087
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 973 - 2024-03-31 115,384 $3,318,000 -8,501
   RAYMOND JAMES & ASSOCIATES 1844 - 2024-03-31 114,515 $3,293,000 -4,666
   MARINER WEALTH ADVISORS, LLC 847 - 2023-12-31 99,150 $3,253,000 -3,034
   HIGHTOWER ADVISORS, LLC 1194 - 2024-03-31 105,625 $3,029,000 -11,814
   Purus Wealth Management LLC 21 - 2024-03-31 87,725 $2,523,000 -3,534
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1540 - 2024-03-31 83,160 $2,392,000 -12,789
   Snowden Capital Advisors LLC 257 - 2023-12-31 69,145 $2,269,000 -1,337
   MULTIFINANCIAL SECURITIES CORP 485 - 2023-12-31 64,263 $2,108,000 -3,790
   MML INVESTORS SERVICES LLC 1029 - 2023-12-31 57,060 $1,872,000 -15,153
   Strategic Wealth Designers 52 - 2023-12-31 52,244 $1,714,000 -415
   Private Advisor Group LLC 996 - 2024-03-31 48,186 $1,386,000 -4,681
   Mutual Advisors LLC 418 - 2024-03-31 42,171 $1,213,000 -618
   Cetera Investment Advisers 1010 - 2023-12-31 36,066 $1,183,000 -3,392
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1164 - 2024-03-31 40,119 $1,154,000 -7,241
   Cresset Asset Management LLC 874 - 2023-12-31 30,468 $1,000,000 -192
   Bickling Financial Services Inc. 35 - 2022-12-31 33,087 $934,000 -4,455
   Ameritas Advisory Services LLC 302 - 2023-12-31 28,386 $931,000 -6,417
   Atomi Financial Group Inc. 194 - 2024-03-31 31,909 $918,000 -71
   Kestra Advisory Services LLC 1182 - 2023-12-31 27,191 $892,000 -7,637
   INSIGNEO ADVISORY SERVICES LLC 159 - 2023-12-31 26,582 $872,000 -137
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2770 - 2024-03-31 29,192 $840,000 -29,616
   Atria Wealth Solutions Inc. 980 - 2023-12-31 23,340 $766,000 -431
   Goss Wealth Management LLC 1088 - 2023-12-31 22,021 $722,000 -8,181
   PARALLAX VOLATILITY ADVISERS, LLC 301 - 2023-12-31 21,922 $719,000 -8,057
   Insight Advisors LLC/ PA 112 - 2024-03-31 24,831 $714,000 -4,803
   BB&T CORP 1775 - 2023-12-31 20,607 $676,000 -313
   MEANS INVESTMENT CO. INC. 113 - 2024-03-31 22,950 $660,000 -8,220
   BARNES PETTEY FINANCIAL ADVISORS LLC 36 - 2024-03-31 22,766 $655,000 -1,633
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1173 - 2023-09-30 21,324 $594,000 -1,270
   Safeguard Investment Advisory Group LLC - 2023-12-31 17,959 $590,000 -2,341
   CAPTRUST FINANCIAL ADVISORS 1639 - 2023-12-31 17,605 $578,000 -476
   Intrua Financial LLC 164 - 2023-03-31 19,085 $570,000 -3,789
   TOWER RESEARCH CAPITAL LLC 1301 - 2023-12-31 16,596 $545,000 -55,451
   Strategic Blueprint LLC 362 - 2024-03-31 18,893 $543,000 -2,586
   Summit Investment Advisory Services LLC 36 - 2024-03-31 18,859 $542,000 -561
   Steward Partners Investment Advisory LLC 999 - 2023-12-31 15,348 $504,000 -466
   PACIFIC SUN FINANCIAL CORP 108 - 2024-03-31 17,472 $502,000 -1,280
   AE Wealth Management LLC 1424 - 2023-12-31 17,271 $502,000 -776
   Kovack Advisors Inc. 292 - 2024-03-31 14,211 $409,000 -128
   Nelson Van Denburg & Campbell Wealth Management Gr 510 - 2024-03-31 13,893 $400,000 -3,390
   Sloy Dahl & Holst LLC 58 - 2024-03-31 13,250 $381,000 -242
   Gladstone Institutional Advisory LLC 476 - 2023-12-31 11,447 $376,000 -7,092
   Stratos Wealth Partners LTD. 1010 - 2024-03-31 12,352 $355,000 -1,745
   Integrated Wealth Concepts LLC 1163 - 2023-12-31 10,744 $353,000 -2,248
   Foundations Investment Advisors LLC 507 - 2023-12-31 12,040 $350,000 -2,867
   TWO SIGMA SECURITIES LLC 545 - 2023-12-31 10,448 $343,000 -4,489
   Baird Financial Group Inc. 1480 - 2023-12-31 9,991 $328,000 -1,477
   Trilogy Capital Inc. 245 - 2024-03-31 11,394 $328,000 -1,119
   True Capital Management 93 - 2023-03-31 10,168 $306,000 -275
   Relyea Zuckerberg Hanson LLC 184 - 2024-03-31 10,256 $295,000 -1,405
   Stevard LLC 41 - 2023-12-31 8,920 $293,000 -279
   ANCORA ADVISORS, LLC 574 - 2023-12-31 8,805 $289,000 -102
   Geneos Wealth Management Inc. 621 - 2024-03-31 9,711 $279,000 -15
   Concurrent Investment Advisors LLC 697 - 2024-03-31 9,378 $270,000 -1,656
   Capital Market Strategies LLC 112 - 2024-03-31 9,244 $266,000 -405
   BARCLAYS PLC 3274 - 2023-12-31 7,894 $259,000 -44,226
   BANK OF MONTREAL /CAN/ 2486 - 2023-12-31 7,147 $245,000 -1,444
   49 WEALTH MANAGEMENT LLC 103 - 2024-03-31 8,459 $240,000 -317
   Oxler Private Wealth LLC 84 - 2024-03-31 8,231 $237,000 -7,743
   ARK Investment Management LLC 182 - 2024-03-31 8,117 $233,000 -1,062
   CENTAURUS FINANCIAL INC. 576 - 2023-12-31 6,503 $213,000 -6
   Cooper Financial Group 335 - 2024-03-31 7,247 $208,000 -340
   Claro Advisors LLC 389 - 2024-03-31 7,228 $208,000 -609
   Toroso Investments LLC 1313 - 2023-12-31 6,302 $207,000 -1,722
   Quadcap Wealth Management LLC 311 - 2024-03-31 7,197 $207,000 -271
   ALPHAMARK ADVISORS LLC 240 - 2024-03-31 4,985 $143,000 -125
   PNC FINANCIAL SERVICES GROUP INC 2536 - 2024-03-31 3,937 $113,000 -296
   Cutler Group LP 249 - 2024-03-31 3,899 $112,000 -10,304
   TD Waterhouse Canada Inc. 881 - 2024-03-31 3,440 $110,000 -383
   CAROLINAS WEALTH CONSULTING LLC 223 - 2023-12-31 3,296 $108,000 -1,241
   NATIONAL BANK OF CANADA /FI/ 1417 - 2023-12-31 2,930 $96,000 -395
   Qube Research & Technologies Ltd 2722 - 2023-12-31 2,814 $92,000 -2,934
   MANCHESTER CAPITAL MANAGEMENT LLC 466 - 2024-03-31 1,805 $52,000 -14
   NBC SECURITIES INC. 1153 - 2024-03-31 1,625 $46,000 -1,900
   VALLEY NATIONAL ADVISERS INC 468 - 2024-03-31 1,089 $31,000 -715
   PROEQUITIES INC. 1381 - 2024-03-31 1,027 $30,000 -123
   Richard W. Paul & Associates LLC - 2023-12-31 898 $29,000 -29
   MARQUETTE ASSET MANAGEMENT INC. 156 - 2024-03-31 730 $21,000 -120
   GPS Wealth Strategies Group LLC 719 - 2024-03-31 680 $20,000 -26
   Aptus Capital Advisors LLC 748 - 2023-12-31 525 $17,000 -5,513
   VitalStone Financial LLC 239 - 2024-03-31 582 $17,000 -90
   Newbridge Financial Services Group Inc. 677 - 2024-03-31 535 $15,000 -114
   Global Retirement Partners LLC 1931 - 2024-03-31 469 $14,000 -111
   BESSEMER GROUP INC 1651 - 2023-12-31 256 $8,000 -150
   Bank Julius Baer & Co. Ltd Zurich 501 - 2023-12-31 220 $7,000 -3
   Global Trust Asset Management LLC 377 - 2024-03-31 200 $6,000 -100
   HARBOUR INVESTMENTS INC. 2398 - 2023-12-31 150 $5,000 -393
   Rockbridge Investment Management LCC 505 - 2023-12-31 120 $4,000 -170
   Venturi Wealth Management LLC 1152 - 2024-03-31 139 $4,000 -41
   Sanctuary Wealth Management L.L.C. 193 - 2024-03-31 92 $3,000 -206
   Strategic Investment Solutions Inc. /IL 594 - 2023-12-31 74 $2,000 -4,588
  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