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My Recent Searches
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Spdr Brcly Cap 1-3 Mnth Tb (BIL) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
904  30 |
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Total
shares held :
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226,441,550 |
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% of shares
held :
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25.16% |
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| Changes In:
|
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|
New/increased
positions vs
old/decreased
positions :
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 -37 |
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Amount
of shares held :
|
29,852,062 |
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% of shares
held change :
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3.32% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
|
N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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| All
Securities Held : |
Positions
|
Shares
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%
Of
Total Shares
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New
Positions : |
105
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9,876,742
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4.36%
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Increased
Positions : |
314
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54,988,571
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24.28%
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Unchanged
Positions : |
104
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3,762,765
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1.66%
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Decreased
Positions : |
381
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-31,663,758
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-13.98%
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Closed
Positions : |
75
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-3,349,493
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-1.48%
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Guru
Positions : |
2
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108,602
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0.05%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Fortis Group Advisors LLC |
1 |
- |
2023-12-31 |
959,274 |
$88,081,000 |
0 |
|
| HSBC HOLDINGS PLC |
425 |
- |
2023-12-31 |
484,010 |
$44,234,000 |
0 |
|
| BML Capital Management LLC |
3 |
- |
2024-03-31 |
200,000 |
$18,360,000 |
0 |
|
| Goldstream Capital Management Ltd |
10 |
- |
2023-12-31 |
71,700 |
$6,553,000 |
0 |
|
| Salomon & Ludwin LLC |
53 |
- |
2023-12-31 |
34,552 |
$3,199,000 |
0 |
|
| MARSHFIELD ASSOCIATES |
19 |
- |
2023-12-31 |
32,158 |
$2,939,000 |
0 |
|
| GOTHAM ASSET MANAGEMENT, LLC |
512 |
- |
2023-12-31 |
28,752 |
$2,628,000 |
0 |
|
| CATALYST CAPITAL ADVISORS LLC |
105 |
- |
2024-03-31 |
25,000 |
$2,295,000 |
0 |
|
| Transcendent Capital Group LLC |
26 |
- |
2024-03-31 |
23,682 |
$2,164,000 |
0 |
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| Heritage Wealth Partners LLC |
6 |
- |
2024-03-31 |
22,458 |
$2,052,000 |
0 |
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| Trinity Wealth Management LLC |
20 |
- |
2024-03-31 |
17,078 |
$1,568,000 |
0 |
|
| WESCAP Management Group Inc. |
51 |
- |
2023-12-31 |
12,400 |
$1,133,000 |
0 |
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| Pathway Financial Advisors LLC |
46 |
- |
2024-03-31 |
11,317 |
$1,039,000 |
0 |
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| TCP Asset Management LLC |
33 |
- |
2024-03-31 |
11,246 |
$1,032,000 |
0 |
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| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN |
49 |
- |
2023-12-31 |
10,000 |
$914,000 |
0 |
|
| WESPAC ADVISORS, LLC |
66 |
- |
2024-03-31 |
9,707 |
$891,000 |
0 |
|
| BOSTON FINANCIAL MANGEMENT INC /MA |
203 |
- |
2023-12-31 |
8,775 |
$802,000 |
0 |
|
| NVWM LLC |
136 |
- |
2023-12-31 |
8,534 |
$780,000 |
0 |
|
| Delos Wealth Advisors LLC |
26 |
- |
2023-12-31 |
7,860 |
$718,000 |
0 |
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| HBW Advisory Services LLC |
164 |
- |
2024-03-31 |
6,684 |
$611,000 |
0 |
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| Sloy Dahl & Holst LLC |
43 |
- |
2024-03-31 |
5,965 |
$548,000 |
0 |
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| Joel Isaacson & Co. LLC |
|
- |
2023-12-31 |
5,509 |
$503,000 |
0 |
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| Schusterman Interests LLC |
9 |
- |
2023-12-31 |
5,460 |
$499,000 |
0 |
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| TRANSATLANTIQUE PRIVATE WEALTH LLC |
143 |
- |
2023-12-31 |
5,443 |
$497,000 |
0 |
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| Blue Square Asset Management LLC |
58 |
- |
2023-12-31 |
5,357 |
$490,000 |
0 |
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| WEBSTER BANK |
162 |
- |
2024-03-31 |
5,054 |
$464,000 |
0 |
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| SILVERHAWK ASSET MANAGEMENT LLC |
18 |
- |
2023-06-30 |
4,851 |
$445,000 |
0 |
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| Salvus Wealth Management LLC |
82 |
- |
2024-03-31 |
4,551 |
$418,000 |
0 |
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| Principle Wealth Partners LLC |
242 |
- |
2024-03-31 |
4,550 |
$418,000 |
0 |
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| WAYNE HUMMER INVESTMENTS L.L.C. |
302 |
- |
2023-12-31 |
4,498 |
$411,000 |
0 |
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| BayBridge Capital Group LLC |
74 |
- |
2024-03-31 |
4,400 |
$403,000 |
0 |
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| JANNEY CAPITAL MANAGEMENT LLC |
184 |
- |
2023-12-31 |
4,381 |
$400,000 |
0 |
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| Providence Capital Advisors LLC |
101 |
- |
2023-12-31 |
4,017 |
$367,000 |
0 |
|
| Traverso Chambers Private Wealth Management LLC |
95 |
- |
2023-12-31 |
3,872 |
$354,000 |
0 |
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| YCMNET ADVISORS INC |
166 |
- |
2023-12-31 |
3,570 |
$326,000 |
0 |
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| KYNIKOS ASSOCIATES LP |
3 |
- |
2023-09-30 |
3,275 |
$301,000 |
0 |
|
| MMBG INVESTMENT ADVISORS CO. |
143 |
- |
2023-12-31 |
3,193 |
$292,000 |
0 |
|
| Cerro Pacific Wealth Advisors LLC |
126 |
- |
2023-03-31 |
2,787 |
$256,000 |
0 |
|
| Sterling Financial Planning Inc. |
90 |
- |
2023-12-31 |
2,732 |
$250,000 |
0 |
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
234 |
- |
2023-12-31 |
2,711 |
$248,000 |
0 |
|
| Cumberland Partners Ltd |
173 |
- |
2023-12-31 |
2,635 |
$242,000 |
0 |
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| UNIQUE WEALTH LLC |
83 |
- |
2024-03-31 |
2,477 |
$227,000 |
0 |
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| First National Bank of South Miami |
111 |
- |
2023-06-30 |
2,289 |
$210,000 |
0 |
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| B&D White Capital Company LLC |
56 |
- |
2023-12-31 |
2,288 |
$209,000 |
0 |
|
| Single Point Partners LLC |
74 |
- |
2024-03-31 |
2,205 |
$202,000 |
0 |
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| Cardinal Point Wealth Management Partners LLC |
79 |
- |
2023-03-31 |
2,190 |
$201,000 |
0 |
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| PEAPACK GLADSTONE FINANCIAL CORP |
655 |
- |
2023-12-31 |
2,187 |
$200,000 |
0 |
|
| Financial Gravity Wealth Inc. |
292 |
- |
2023-12-31 |
1,754 |
$161,000 |
0 |
|
| ANGELES WEALTH MANAGEMENT LLC |
202 |
- |
2023-12-31 |
1,700 |
$155,000 |
0 |
|
| Key Financial Inc |
326 |
- |
2023-12-31 |
1,010 |
$92,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
292 |
- |
2024-03-31 |
894 |
$82,000 |
0 |
|
| Balentine LLC |
518 |
- |
2023-12-31 |
750 |
$69,000 |
0 |
|
| Hartland & Co. LLC |
754 |
- |
2023-12-31 |
504 |
$46,000 |
0 |
|
| ATWOOD & PALMER INC |
231 |
- |
2024-03-31 |
400 |
$37,000 |
0 |
|
| Lowe fs LLC |
134 |
- |
2024-03-31 |
380 |
$35,000 |
0 |
|
| Piscataqua Savings Bank |
219 |
- |
2024-03-31 |
263 |
$24,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
456 |
- |
2024-03-31 |
252 |
$23,000 |
0 |
|
| Versant Capital Management Inc |
504 |
- |
2024-03-31 |
230 |
$21,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
524 |
- |
2024-03-31 |
168 |
$15,000 |
0 |
|
| Efficient Wealth Management LLC |
|
- |
2023-12-31 |
152 |
$14,000 |
0 |
|
| Mine & Arao Wealth Creation & Management LLC. |
204 |
- |
2023-12-31 |
118 |
$11,000 |
0 |
|
| WELLINGTON SHIELDS & CO., LLC |
289 |
- |
2023-12-31 |
99 |
$9,000 |
0 |
|
| TCTC HOLDINGS, LLC |
423 |
- |
2023-12-31 |
80 |
$7,000 |
0 |
|
| Westside Investment Management Inc. |
728 |
- |
2024-03-31 |
38 |
$3,000 |
0 |
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
181 |
- |
2023-12-31 |
35 |
$3,000 |
0 |
|
| Pacifica Partners Inc. |
442 |
- |
2024-03-31 |
35 |
$3,000 |
0 |
|
| BARTLETT & CO. LLC |
1107 |
- |
2023-12-31 |
21 |
$2,000 |
0 |
|
| BFSG LLC |
588 |
- |
2024-03-31 |
24 |
$2,000 |
0 |
|
| Oakworth Capital Inc. |
635 |
- |
2024-03-31 |
24 |
$2,000 |
0 |
|
| Kathleen S. Wright Associates Inc. |
216 |
- |
2024-03-31 |
26 |
$2,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
1130 |
- |
2023-12-31 |
21 |
$2,000 |
0 |
|
| VALLEY NATIONAL ADVISERS INC |
1031 |
- |
2024-03-31 |
14 |
$1,000 |
0 |
|
| KISTLERTIFFANY COMPANIES, LLC |
834 |
- |
2023-06-30 |
13 |
$1,000 |
0 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
490 |
- |
2023-12-31 |
1 |
$1,000 |
0 |
|
| City State Bank |
705 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
| TOTH FINANCIAL ADVISORY CORP |
677 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
| Signature Resources Capital Management LLC |
398 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
| Kozak & Associates Inc. |
389 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
| HighMark Wealth Management LLC |
|
- |
2023-12-31 |
1 |
$0 |
0 |
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79 Records found
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