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Get Institutions for : 
Amplify Transformational Data Sharing (BLOK)  
$31.30 0.81 (2.52%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 185    13
Total shares held : 
 20,380,895  
% of shares held : 
 74.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 15,094,351  
% of shares held change : 
   55.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $19.88  
Last Quarter's Ending Price : 
 $29.85  
Last Quarter's Average Price : 
 $23.52  
Change from last quarter's     
avg. price to the last closing  : 
7.78 (33.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 430,527
 2.11%
 
Increased Positions :
40
 15,746,583
 77.26%
 
Unchanged Positions :
65
 209,692
 1.03%
 
Decreased Positions :
53
-1,034,474
-5.08%
 
Closed Positions :
14
-48,285
-0.24%
 
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
   Price Capital Management Inc. *New 2023-12-31 78,400 $2,340,000 78,400
   HILLTOP HOLDINGS INC. 236 *New 2023-12-31 30,930 $923,000 30,930
   BAROMETER CAPITAL MANAGEMENT INC. 90 *New 2023-12-31 19,400 $579,000 19,400
   AE Wealth Management LLC 1499 *New 2023-12-31 16,218 $443,000 16,218
   Atria Wealth Solutions Inc. 1277 *New 2023-12-31 14,426 $431,000 14,426
   Per Stirling Capital Management LLC. 156 *New 2023-12-31 11,984 $358,000 11,984
   HRT FINANCIAL LLC 1432 *New 2023-12-31 11,194 $334,000 11,194
   Belvedere Trading LLC 52 *New 2023-12-31 10,402 $311,000 10,402
   Strategic Financial Concepts LLC 257 *New 2024-03-31 6,855 $250,000 6,855
   WOLVERINE TRADING LLC 961 *New 2023-12-31 8,263 $247,000 8,263
   Walleye Trading Advisors LLC 1371 *New 2023-12-31 7,445 $222,000 7,445
   HCR Wealth Advisors 192 *New 2023-12-31 7,126 $213,000 7,126
   BB&T CORP 2443 *New 2023-12-31 6,809 $203,000 6,809
   Castleview Partners LLC 266 *New 2023-12-31 2,091 $62,000 2,091
   UBS Group AG 5227 *New 2023-12-31 1,793 $54,000 1,793
   MATHER GROUP, INC. 981 *New 2024-03-31 977 $29,000 977
   Aptus Capital Advisors LLC 758 *New 2023-12-31 492 $15,000 492
   TD Waterhouse Canada Inc. 1428 *New 2024-03-31 160 $7,000 160
   SageView Advisory Group LLC 574 *New 2023-12-31 39,803 $1,000 39,803
   FMR LLC 4844 *New 2023-12-31 7 $0 7
  20 Records found
  1    
  Page 1 of 1
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