Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Amplify Transformational Data Sharing (BLOK)  
$31.30 0.81 (2.52%) as of 4:30 Fri 5/10


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 924 - 2023-12-31 607,169 $18,124,000 -55,904
   COMMONWEALTH EQUITY SERVICES LLC. 530 - 2024-03-31 490,671 $17,880,000 -31,138
   Q3 Asset Management 11 - 2024-03-31 202,916 $7,394,000 -4,635
   MORGAN STANLEY 3605 - 2023-12-31 231,171 $6,901,000 -57,567
   JANE STREET GROUP LLC 1501 - 2023-12-31 163,707 $4,887,000 -653,422
   GERBER LLC 7 - 2024-03-31 122,206 $4,453,000 -1,105
   Merit Financial Group LLC 121 - 2023-12-31 126,810 $3,785,000 -12,402
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1100 - 2024-03-31 71,856 $2,618,000 -7,995
   ROYAL BANK OF CANADA 2387 - 2023-12-31 83,625 $2,497,000 -5,926
   Cetera Investment Advisers 752 - 2023-12-31 75,189 $2,244,000 -184
   MY Wealth Management Inc. 14 - 2023-12-31 65,695 $1,961,000 -18,656
   FINANCIAL ENGINES ADVISORS L.L.C. 149 - 2023-12-31 59,698 $1,782,000 -2,394
   MARINER WEALTH ADVISORS, LLC 1176 - 2023-12-31 51,580 $1,540,000 -2,974
   FINANCIAL NETWORK 1116 - 2023-12-31 50,449 $1,506,000 -5,101
   Sweet Financial Partners LLC 80 - 2024-03-31 28,581 $1,042,000 -3,985
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1222 - 2024-03-31 27,887 $1,016,000 -829
   Visionary Wealth Advisors 239 - 2023-12-31 28,982 $865,000 -2,930
   NTV ASSET MANAGEMENT LLC 123 - 2023-12-31 28,284 $844,000 -2,801
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2176 - 2024-03-31 22,074 $804,000 -687
   Eschler Asset Management LLP 35 - 2023-12-31 26,915 $803,000 -155
   Fiduciary Alliance LLC 100 - 2024-03-31 21,712 $772,000 -8,325
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1066 - 2023-12-31 24,768 $739,000 -214
   RAYMOND JAMES & ASSOCIATES 2808 - 2024-03-31 19,310 $704,000 -646
   MULTIFINANCIAL SECURITIES CORP 978 - 2023-12-31 21,854 $652,000 -128
   Laidlaw Wealth Management LLC 109 - 2023-12-31 21,103 $630,000 -8,386
   J P MORGAN CHASE & CO 3636 - 2023-12-31 17,996 $537,000 -2,089
   IFP Advisors Inc 548 - 2023-12-31 17,749 $530,000 -8,995
   Dynamic Advisors Solutions LLC 598 - 2024-03-31 14,069 $513,000 -23,424
   Western Wealth Management LLC 363 - 2024-03-31 13,965 $509,000 -570
   Integrity Financial Corp /WA 65 - 2024-03-31 13,557 $494,000 -1,384
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 499 - 2024-03-31 9,709 $354,000 -1,250
   Strategic Blueprint LLC 449 - 2024-03-31 9,574 $349,000 -550
   PCG Wealth Advisors LLC 81 - 2024-03-31 9,110 $332,000 -70
   NATIONAL BANK OF CANADA /FI/ 1209 - 2023-12-31 10,020 $295,000 -349
   Advisor Group Holdings Inc. 3663 - 2023-12-31 8,953 $267,000 -4,154
   Emerald Advisors LLC 87 - 2024-03-31 6,662 $243,000 -1,128
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 5,027 $183,000 -4,846
   Capital Investment Advisory Services LLC 506 - 2024-03-31 4,668 $170,000 -996
   Steward Partners Investment Advisory LLC 1543 - 2023-12-31 4,455 $133,000 -200
   CWM LLC 1748 - 2024-03-31 3,358 $122,000 -170
   First PREMIER Bank 180 - 2024-03-31 3,020 $110,000 -900
   PNC FINANCIAL SERVICES GROUP INC 2744 - 2023-12-31 2,595 $77,000 -79
   HANSON MCCLAIN, INC. 1112 - 2024-03-31 2,096 $76,000 -174
   PRIVATE TRUST CO NA 1004 - 2024-03-31 1,848 $67,000 -389
   Goss Wealth Management LLC 2101 - 2023-12-31 2,201 $66,000 -1,036
   ADVISORY SERVICES NETWORK, LLC 1882 - 2023-12-31 2,001 $60,000 -22,014
   COMERICA BANK 2652 - 2023-12-31 2,000 $60,000 -2,000
   Geneos Wealth Management Inc. - 2024-03-31 1,441 $53,000 -100
   TSFG LLC 495 - 2024-03-31 248 $9,000 -353
   Parallel Advisors LLC 2358 - 2023-12-31 253 $8,000 -40
   Richard W. Paul & Associates LLC - 2023-12-31 206 $6,000 -110
   SMITHFIELD TRUST CO 997 - 2023-12-31 25 $1,000 -120
  52 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