Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Barrons 400 (BFOR)  
$66.93 0.57 (0.85%) as of 4:30 Thu 5/9


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    1
Total shares held : 
499,494  
% of shares held : 
19.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -2  
Amount of shares held : 
-2,682  
% of shares held change : 
  -0.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$55.74  
Last Quarter's Ending Price : 
$62.20  
Last Quarter's Average Price
$57.58  
Change from last quarter's     
avg. price to the last closing  : 
9.35 (16.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 12,554
 2.51%
 
Increased Positions :
7
 38,999
 7.81%
 
Unchanged Positions :
13
 46,667
 9.34%
 
Decreased Positions :
8
-51,096
-10.23%
 
Closed Positions :
3
-3,139
-0.63%
 
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
   GTS SECURITIES LLC 323 - 2023-12-31 42,880 $2,667,000 28,284
   BANK OF AMERICA CORP /DE/ 3542 - 2023-12-31 31,406 $1,953,000 1,591
   UBS Group AG 3032 - 2023-12-31 25,369 $1,578,000 3,617
   ASB Consultores LLC 28 - 2023-12-31 18,000 $1,120,000 2,000
   STIFEL FINANCIAL CORP 2916 - 2023-12-31 4,112 $256,000 6
   CWA Asset Management Group LLC 390 - 2023-12-31 3,500 $218,000 3,500
   RVW Wealth LLC 140 - 2024-03-31 3,068 $208,000 3,068
   ICA Group Wealth Management LLC 574 - 2023-12-31 604 $38,000 604

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results