Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Bitwise Crypto Industry Innovators Etf (BITQ)  
$11.39 0.15 (1.34%) as of 4:30 Thu 5/16


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    3
Total shares held : 
 2,935,043  
% of shares held : 
 32.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 1,214,774  
% of shares held change : 
   13.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $6.72  
Last Quarter's Ending Price : 
 $11.59  
Last Quarter's Average Price : 
 $8.21  
Change from last quarter's     
avg. price to the last closing  : 
3.18 (38.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 421,471
 14.36%
 
Increased Positions :
17
 922,610
 31.43%
 
Unchanged Positions :
20
 178,135
 6.07%
 
Decreased Positions :
13
-89,913
-3.06%
 
Closed Positions :
10
-39,394
-1.34%
 
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
   MULTIFINANCIAL SECURITIES CORP 364 - 2023-12-31 291,436 $3,378,000 -10,022
   J P MORGAN CHASE & CO 3082 - 2024-03-31 127,238 $1,674,000 -2,425
   One Charles Private Wealth Services LLC 31 - 2023-12-31 105,696 $1,225,000 -3,724
   Gainplan LLC 20 - 2024-03-31 83,902 $1,104,000 -30
   Apeiron RIA LLC 83 - 2024-03-31 55,098 $725,000 -5,156
   Wellspring Financial Advisors LLC 80 - 2024-03-31 31,209 $411,000 -19,902
   Soltis Investment Advisors LLC 235 - 2024-03-31 26,479 $348,000 -8,601
   AdvisorNet Financial Inc 372 - 2024-03-31 25,187 $331,000 -2,543
   OPPENHEIMER & CO INC 1149 - 2024-03-31 24,718 $325,000 -292
   COMMONWEALTH EQUITY SERVICES LLC. 3344 - 2024-03-31 20,069 $264,000 -4,580
   LPL FINANCIAL CORP 4230 - 2024-03-31 19,631 $258,000 -600
   Claro Advisors LLC 380 - 2024-03-31 16,311 $215,000 -1
   Oxinas Partners Wealth Management LLC 124 - 2024-03-31 12,000 $158,000 -8,000
   CI Private Wealth LLC 2121 - 2024-03-31 11,900 $157,000 -1,600
   Advisor Group Holdings Inc. 3996 - 2024-03-31 10,127 $133,000 -247
   Impact Partnership Wealth LLC 309 - 2023-12-31 4,826 $56,000 -7,065
   Main Management LLC 98 - 2023-12-31 3,890 $45,000 -1,962
   FMR LLC 4631 - 2023-12-31 118 $1,000 -82
  18 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