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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
   Rye Brook Capital LLC 18 - 2024-03-31 67,000 $2,441,000 0
   SEI INVESTMENTS CO 1706 - 2023-12-31 51,407 $1,534,000 0
   Kaizen Financial Strategies - 2024-03-31 24,330 $887,000 0
   HBW Advisory Services LLC 289 - 2024-03-31 6,299 $188,000 0
   Halpern Financial Inc. 59 - 2024-03-31 3,560 $124,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1133 - 2024-03-31 2,331 $85,000 0
   US BANCORP 2401 - 2023-12-31 2,857 $85,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 215 - 2023-12-31 1,847 $55,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 452 - 2023-12-31 1,350 $40,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 380 - 2024-03-31 1,075 $39,000 0
   Tyler-Stone Wealth Management 388 - 2023-12-31 1,308 $39,000 0
   SANDY SPRING BANK - 2023-12-31 1,137 $34,000 0
   Global Retirement Partners LLC 1608 - 2024-03-31 823 $30,000 0
   ANCORA ADVISORS, LLC 1121 - 2023-12-31 590 $18,000 0
   CNB Bank - 2024-03-31 475 $17,000 0
   GODSEY & GIBB ASSOCIATES 237 - 2024-03-31 442 $16,000 0
   Truvestments Capital LLC 483 - 2023-12-31 488 $15,000 0
   Financial Perspectives Inc 436 - 2024-03-31 335 $12,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 681 - 2023-12-31 396 $12,000 0
   TOTH FINANCIAL ADVISORY CORP 440 - 2024-03-31 293 $11,000 0
   FinTrust Capital Advisors LLC 808 - 2024-03-31 305 $11,000 0
   SIGNATUREFD, LLC - 2024-03-31 300 $11,000 0
   Glassman Wealth Services 158 - 2024-03-31 261 $10,000 0
   PrairieView Partners LLC 285 - 2024-03-31 221 $9,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 429 - 2023-12-31 299 $9,000 0
   Beacon Capital Management LLC 561 - 2023-12-31 472 $9,000 0
   ARMSTRONG ADVISORY GROUP INC 610 - 2024-03-31 248 $7,000 0
   HILLSDALE INVESTMENT MANAGEMENT INC. 470 - 2023-12-31 220 $7,000 0
   Ronald Blue Trust Inc. - 2024-03-31 198 $7,000 0
   HAZLETT BURT & WATSON INC. 577 - 2024-03-31 139 $5,000 0
   Capital Analysts Inc. 936 - 2023-12-31 164 $5,000 0
   Venturi Wealth Management LLC 1081 - 2024-03-31 147 $5,000 0
   KISTLERTIFFANY COMPANIES, LLC 759 - 2023-06-30 200 $5,000 0
   Aspire Private Capital LLC 488 - 2024-03-31 145 $5,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 100 $4,000 0
   Element Wealth LLC 231 - 2023-12-31 145 $4,000 0
   Westside Investment Management Inc. 705 - 2024-03-31 100 $4,000 0
   Tradition Wealth Management LLC 1154 - 2023-12-31 148 $4,000 0
   Prestige Wealth Management Group LLC 651 - 2024-03-31 90 $3,000 0
   QUADRANT CAPITAL GROUP LLC 2384 - 2023-12-31 116 $3,000 0
   Sargent Bickham Lagudis LLC 868 - 2022-12-31 198 $3,000 0
   PROEQUITIES INC. - 2024-03-31 50 $2,000 0
   Bank of New Hampshire 463 - 2024-03-31 50 $2,000 0
   ZRC WEALTH MANAGEMENT LLC 423 - 2024-03-31 41 $1,000 0
   WEST PACES ADVISORS INC. 498 - 2024-03-31 35 $1,000 0
   Bogart Wealth LLC 970 - 2024-03-31 15 $1,000 0
   MARQUETTE ASSET MANAGEMENT INC. 188 - 2023-12-31 30 $1,000 0
   Heritage Wealth Advisors 683 - 2023-12-31 15 $0 0
   HOEY INVESTMENTS INC 360 - 2023-12-31 11 $0 0
   Lindbrook Capital LLC 2753 - 2024-03-31 1 $0 0
   Baldrige Asset Management LLC 453 - 2023-03-31 21 $0 0

  51 Records found
  1    
  Page 1 of 1
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