Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Blackrock Flexible Income Etf (BINC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    52
Total shares held : 
 10,008,199  
% of shares held : 
 11.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 5,380,428  
% of shares held change : 
   5.98%  
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 :
54
 2,600,370
 25.98%
 
Increased Positions :
15
 2,843,556
 28.41%
 
Unchanged Positions :
6
 2,691,627
 26.89%
 
Decreased Positions :
4
-47,740
-0.48%
 
Closed Positions :
2
-15,758
-0.16%
 
Guru Positions :
1
0
 0%
 
            Charting Not Avaliable

  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
   J P MORGAN CHASE & CO 688 - 2023-12-31 2,662,249 $139,156,000 2,661,514
   Quotient Wealth Partners LLC 6 - 2023-12-31 2,502,437 $130,802,000 0
   CWM LLC 45 - 2024-03-31 1,667,755 $87,490,000 1,662,755
   BLACKROCK INC. 2396 - 2023-12-31 1,001,605 $52,354,000 1,605
   PARK AVENUE SECURITIES LLC 25 - 2024-03-31 947,687 $49,716,000 905,701
   JANNEY MONTGOMERY SCOTT LLC 190 *New 2024-03-31 697,269 $36,579,000 697,269
   ENVESTNET ASSET MANAGEMENT INC 759 *New 2023-12-31 671,582 $35,104,000 671,582
   WHARTON BUSINESS GROUP, LLC 17 - 2023-12-31 598,005 $31,258,000 4,155
   BANK OF NEW YORK MELLON CORP 1402 *New 2024-03-31 518,259 $27,188,000 518,259
   COMMONWEALTH EQUITY SERVICES LLC. 437 - 2024-03-31 453,765 $23,805,000 445,611
   Arden Trust Co 9 *New 2024-03-31 371,974 $19,514,000 371,974
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 18 *New 2024-03-31 359,088 $18,838,000 359,088
   Garrett Investment Advisors LLC 9 *New 2024-03-31 335,648 $17,608,000 335,648
   EMORY UNIVERSITY 4 *New 2023-12-31 291,458 $15,235,000 291,458
   MCKINLEY CARTER WEALTH SERVICES, INC. 33 *New 2024-03-31 193,616 $10,157,000 193,616
   Horst & Graben Wealth Management LLC 15 *New 2024-03-31 192,641 $10,106,000 192,641
   AE Wealth Management LLC 416 *New 2023-12-31 170,303 $8,912,000 170,303
   UBS Group AG 1548 *New 2023-12-31 165,778 $8,665,000 165,778
   Priebe Wealth Holdings LLC 3 - 2024-03-31 162,790 $8,540,000 3,543
   Strategic Equity Management 4 *New 2024-03-31 157,949 $8,286,000 157,949
   Foundations Investment Advisors LLC 89 *New 2023-12-31 157,493 $8,283,000 157,493
   MML INVESTORS SERVICES LLC 450 *New 2023-12-31 149,563 $7,818,000 149,563
   Security Financial Services INC. 21 *New 2024-03-31 119,553 $6,272,000 119,553
   LPL FINANCIAL CORP 1628 *New 2023-12-31 104,088 $5,441,000 104,088
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 712 - 2024-03-31 100,307 $5,262,000 93,433
   Brookstone Capital Management 212 - 2024-03-31 99,403 $5,215,000 83,253
   Steel Peak Wealth Management LLC 75 *New 2024-03-31 97,815 $5,131,000 97,815
   Austin Private Wealth LLC 31 *New 2024-03-31 98,363 $5,127,000 98,363
   Stratos Wealth Advisors LLC 82 - 2024-03-31 96,816 $5,079,000 51,306
   Envestnet Portfolio Solutions Inc. 333 *New 2023-12-31 91,123 $4,763,000 91,123
   LHM INC. 3 *New 2024-03-31 86,377 $4,531,000 86,377
   Strategic Blueprint LLC 80 *New 2024-03-31 83,545 $4,383,000 83,545
   Advisor Group Holdings Inc. 1283 - 2023-12-31 83,381 $4,359,000 82,591
   Q3 Asset Management 16 *New 2024-03-31 77,980 $4,090,000 77,980
   Private Advisor Group LLC 504 *New 2023-12-31 78,099 $4,082,000 78,099
   One Wealth Advisors LLC 35 *New 2024-03-31 71,250 $3,738,000 71,250
   WAGNER CAPITAL MANAGEMENT CORP 60 - 2024-03-31 70,595 $3,703,000 28,043
   PROEQUITIES INC. 88 *New 2023-12-31 69,942 $3,656,000 69,942
   Secure Asset Management LLC *New 2023-12-31 69,150 $3,614,000 69,150
   Beacon Bridge Wealth Partners LLC 20 *New 2024-03-31 66,342 $3,480,000 66,342
   Masso Torrence Wealth Management Inc. 16 - 2024-03-31 62,807 $3,295,000 10,460
   Sharkey Howes & Javer 30 *New 2024-03-31 62,354 $3,271,000 62,354
   ONE Advisory Partners LLC 18 *New 2024-03-31 61,975 $3,251,000 61,975
   Beta Wealth Group Inc. 21 - 2023-12-31 54,487 $2,848,000 1,279
   JANE STREET GROUP LLC 2082 - 2023-12-31 52,213 $2,729,000 -24,572
   Bay Harbor Wealth Management LLC 28 *New 2024-03-31 47,634 $2,499,000 47,634
   HIGHTOWER ADVISORS, LLC 1309 - 2023-12-31 46,587 $2,427,000 40,953
   Buttonwood Financial Group LLC 15 *New 2024-03-31 45,737 $2,399,000 45,737
   Invst LLC 52 *New 2023-12-31 45,569 $2,386,000 45,569
   Cobblestone Asset Management LLC 17 *New 2024-03-31 43,478 $2,281,000 43,478
   Castle Rock Wealth Management LLC 27 *New 2023-12-31 43,447 $2,253,000 43,447
   Centric Wealth Management 41 *New 2024-03-31 43,215 $2,239,000 43,215
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 40 *New 2024-03-31 41,872 $2,197,000 41,872
   FINANCIAL MANAGEMENT NETWORK INC 39 *New 2024-03-31 40,828 $2,129,000 40,828
   RIVERNORTH CAPITAL MANAGEMENT, INC. 151 - 2023-12-31 40,562 $2,120,000 20,000
   Detalus Advisors LLC 25 *New 2024-03-31 38,291 $2,009,000 38,291
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 72 *New 2024-03-31 37,013 $1,942,000 37,013
   Claro Advisors LLC 56 - 2024-03-31 35,363 $1,855,000 15,041
   Cypress Wealth Services LLC 54 *New 2024-03-31 35,198 $1,846,000 35,198
   Empire Financial Management Company LLC 47 - 2023-12-31 34,639 $1,811,000 1,395
   CVA Family Office LLC 54 - 2024-03-31 33,845 $1,776,000 7,656
   RFG Advisory Group LLC 258 *New 2024-03-31 31,783 $1,667,000 31,783
   EHRLICH FINANCIAL GROUP 24 *New 2024-03-31 29,991 $1,573,000 29,991
   RAYMOND JAMES & ASSOCIATES 2298 *New 2024-03-31 29,836 $1,565,000 29,836
   Pettinga Financial Advisors LLC 47 *New 2024-03-31 29,396 $1,542,000 29,396
   Simplicity WealthLLC 416 *New 2024-03-31 28,430 $1,491,000 28,430
   LIBERTY WEALTH MANAGEMENT LLC 57 *New 2024-03-31 28,268 $1,478,000 28,268
   Emerald Investment Partners LLC 120 *New 2024-03-31 26,105 $1,369,000 26,105
   Focus Financial Network Inc. 213 - 2024-03-31 26,281 $1,357,000 0
   PAX Financial Group LLC 66 *New 2023-12-31 25,975 $1,357,000 25,975
   Royal Capital Wealth Management LLC 22 - 2023-12-31 25,960 $1,357,000 16,960
   Mayflower Financial Advisors LLC 106 *New 2024-03-31 24,484 $1,284,000 24,484
   Rockefeller Capital Management L.P. 1062 *New 2023-12-31 24,420 $1,276,000 24,420
   PRUDENTIAL FINANCIAL INC 1700 *New 2023-12-31 24,249 $1,268,000 24,249
   Equitable Holdings Inc. 523 *New 2023-12-31 24,132 $1,261,000 24,132
   TBH Global Asset Management LLC 71 - 2023-12-31 23,777 $1,243,000 2,913
   Snowden Capital Advisors LLC 379 *New 2023-12-31 23,660 $1,237,000 23,660
   KWB Wealth 54 *New 2024-03-31 23,160 $1,215,000 23,160
   Allen Capital Group LLC 86 - 2024-03-31 22,388 $1,174,000 18,308
   CITADEL ADVISORS LLC 2825 - 2023-12-31 21,394 $1,118,000 -9,431
   Hoxton Planning & Management LLC 35 *New 2024-03-31 21,063 $1,105,000 21,063
   Bluesphere Advisors LLC 26 - 2024-03-31 21,073 $1,105,000 0
   OneAscent Wealth Management LLC 29 - 2024-03-31 20,442 $1,072,000 8,604
   TSFG LLC 67 *New 2024-03-31 20,052 $1,052,000 20,052
   TNF LLC 30 *New 2024-03-31 20,158 $1,046,000 20,158
   FTB Advisors Inc. 245 *New 2024-03-31 19,923 $1,045,000 19,923
   Unique Wealth Strategies LLC 51 *New 2024-03-31 19,903 $1,044,000 19,903
   Ascent Group LLC 255 *New 2023-12-31 19,252 $1,007,000 19,252
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 29 *New 2024-03-31 17,745 $926,000 17,745
   OLD MISSION CAPITAL LLC 453 *New 2023-12-31 17,490 $914,000 17,490
   Tennessee Valley Asset Management Partners 60 *New 2024-03-31 14,437 $757,000 14,437
   Family Asset Management LLC 50 *New 2023-12-31 14,286 $747,000 14,286
   Apeiron RIA LLC 80 *New 2024-03-31 14,215 $746,000 14,215
   ECLECTIC ASSOCIATES INC /ADV 47 - 2024-03-31 14,221 $746,000 -1,532
   ROYAL BANK OF CANADA 3348 - 2023-12-31 13,782 $720,000 6,643
   NATIONAL ASSET MANAGEMENT, INC. 650 - 2023-12-31 13,726 $717,000 8,208
   TRUE Private Wealth Advisors 129 *New 2024-03-31 13,307 $698,000 13,307
   RDA Financial Network 104 *New 2024-03-31 13,293 $697,000 13,293
   FIRETHORN WEALTH PARTNERS LLC 51 *New 2024-03-31 13,227 $694,000 13,227
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2266 *New 2024-03-31 13,211 $693,000 13,211
  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