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Get Institutions for : 
Barrons 400 (BFOR)  
$66.93 0.57 (0.85%) as of 4:30 Thu 5/9


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   9258 Wealth Management LLC - 2024-03-31 13,275 $901,000 0
   OPTIONS SOLUTIONS LLC 43 - 2023-12-31 10,000 $622,000 0
   YALE CAPITAL CORP 339 - 2023-12-31 6,335 $394,000 0
   FMR LLC 2776 - 2023-12-31 3,604 $224,000 0
   Asset Dedication LLC 290 - 2024-03-31 3,236 $220,000 0
   BANK OF MONTREAL /CAN/ 2620 - 2023-12-31 3,200 $202,000 0
   SALEM INVESTMENT COUNSELORS INC 631 - 2024-03-31 495 $34,000 0
   Tyler-Stone Wealth Management 457 - 2023-12-31 400 $25,000 0
   Cassady Schiller Wealth Management LLC 280 - 2023-12-31 300 $19,000 0
   HARBOR INVESTMENT ADVISORY LLC 858 - 2024-03-31 151 $10,000 0
   SIGNATUREFD, LLC - 2024-03-31 115 $8,000 0
   Capital Investment Advisory Services LLC 845 - 2024-03-31 95 $6,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 49 $3,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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