Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator S&p 500 Buffer Etf - March (BMAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    0
Total shares held : 
 1,290,219  
% of shares held : 
 14.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 -109,904  
% of shares held change : 
   -1.22%  
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 :
6
 19,414
 1.5%
 
Increased Positions :
8
 44,494
 3.45%
 
Unchanged Positions :
21
 289,352
 22.43%
 
Decreased Positions :
32
-124,074
-9.62%
 
Closed Positions :
6
-49,738
-3.86%
 
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
   Outlook Wealth Advisors LLC 1 *New 2024-03-31 364,499 $15,188,000 364,499
   Brookstone Capital Management 142 *New 2024-03-31 234,442 $9,769,000 234,442
   Penserra Capital Management LLC 136 - 2023-12-31 152,926 $6,057,000 22,515
   Advisor Group Holdings Inc. 965 - 2024-03-31 132,595 $5,525,000 59,589
   RETIREMENT PLANNING GROUP 33 - 2024-03-31 129,689 $5,404,000 118,209
   COMMONWEALTH EQUITY SERVICES LLC. 1130 - 2024-03-31 125,979 $5,249,000 75,108
   HIGHTOWER ADVISORS, LLC 1063 - 2024-03-31 92,189 $3,841,000 38,834
   Valtinson Bruner Financial Planning LLC 18 - 2024-03-31 81,938 $3,414,000 -4,510
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1029 - 2024-03-31 71,691 $2,987,000 31,219
   LINCOLN NATIONAL CORP 302 - 2024-03-31 54,471 $2,270,000 42,632
   My Personal CFO LLC 19 - 2024-03-31 52,310 $2,180,000 17,110
   Belpointe Asset Management LLC 129 *New 2024-03-31 46,454 $1,936,000 46,454
   Fragasso Group Inc. 82 - 2024-03-31 45,559 $1,898,000 486
   Main Street Financial Solutions LLC 104 - 2024-03-31 44,832 $1,868,000 0
   WPWealth LLP 19 - 2023-12-31 44,012 $1,743,000 0
   JANNEY MONTGOMERY SCOTT LLC 1226 - 2024-03-31 40,400 $1,683,000 -6,389
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2044 - 2024-03-31 37,257 $1,552,000 23,828
   Spire Wealth Management 291 - 2024-03-31 35,542 $1,481,000 10,344
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 56 - 2024-03-31 35,458 $1,477,000 -551
   TOWNSQUARE CAPITAL LLC 529 - 2023-12-31 32,314 $1,280,000 3,589
   BECK CAPITAL MANAGEMENT LLC 79 - 2023-12-31 30,198 $1,196,000 -1,373
   RAYMOND JAMES & ASSOCIATES 2488 - 2024-03-31 27,399 $1,142,000 899
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1989 *New 2024-03-31 26,278 $1,095,000 26,278
   RFG Advisory Group LLC 340 - 2024-03-31 25,629 $1,068,000 18,422
   ENVESTNET ASSET MANAGEMENT INC 2939 - 2023-12-31 24,474 $969,000 -143
   AE Wealth Management LLC 1158 - 2023-12-31 24,052 $969,000 -1,620
   INTEGRAL INVESTMENT ADVISORS INC. 50 - 2024-03-31 23,254 $968,000 -346
   OLD MISSION CAPITAL LLC 450 - 2023-12-31 23,181 $918,000 -16,663
   Strategic Blueprint LLC 266 - 2024-03-31 20,522 $855,000 449
   PFG Investments LLC 371 *New 2024-03-31 20,106 $838,000 20,106
   Consolidated Portfolio Review Corp 114 *New 2024-03-31 20,106 $838,000 20,106
   Vantage Financial Partners LLC 58 - 2024-03-31 17,774 $741,000 9,091
   Lantz Financial LLC 95 - 2024-03-31 17,631 $735,000 3,201
   LPL FINANCIAL CORP 3451 - 2024-03-31 16,325 $680,000 7,235
   DHJJ Financial Advisors Ltd. 64 - 2024-03-31 15,872 $661,000 -2,321
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 108 - 2023-12-31 15,172 $601,000 -7,953
   CoreCap Advisors LLC 320 - 2023-12-31 15,002 $594,000 675
   Snowden Capital Advisors LLC 628 - 2023-12-31 14,625 $579,000 0
   BCS Wealth Management 120 *New 2024-03-31 13,699 $571,000 13,699
   Stratos Wealth Advisors LLC 430 *New 2024-03-31 13,695 $571,000 13,695
   Ausdal Financial Partners Inc. 251 *New 2024-03-31 13,156 $548,000 13,156
   Sigma Planning Corp 725 - 2024-03-31 12,810 $534,000 12,810
   Beacon Pointe Advisors LLC 874 - 2023-12-31 13,045 $517,000 -1,854
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1567 - 2024-03-31 12,193 $508,000 3,366
   HPM Partners LLC - 2023-12-31 12,655 $501,000 -1,330
   MULTIFINANCIAL SECURITIES CORP 1138 - 2023-12-31 12,310 $488,000 -2,855
   Bellwether Advisors LLC 93 - 2024-03-31 11,334 $472,000 -2,862
   SRS Capital Advisors Inc. 166 - 2023-12-31 11,558 $458,000 -1,101
   MML INVESTORS SERVICES LLC 1807 - 2023-12-31 11,425 $453,000 -85
   BENJAMIN F. EDWARDS & COMPANY INC. 694 - 2024-03-31 9,937 $414,000 983
   ROYAL BANK OF CANADA 3855 - 2023-12-31 9,939 $394,000 5,719
   Orion Capital Management LLC 76 - 2024-03-31 9,260 $386,000 -1,500
   Pinnacle Wealth Management Group Inc. 70 - 2024-03-31 8,800 $367,000 0
   BROWN WEALTH MANAGEMENT LLC 62 - 2023-12-31 8,878 $352,000 0
   Weaver Consulting Group 141 - 2024-03-31 8,094 $337,000 -958
   Beacon Financial Advisory LLC 171 - 2024-03-31 7,857 $327,000 971
   Firestone Capital Management 103 *New 2024-03-31 7,803 $325,000 7,803
   ADVISORY SERVICES NETWORK, LLC 1179 - 2024-03-31 6,645 $277,000 6,469
   Sunbelt Securities Inc. 457 - 2024-03-31 6,250 $260,000 1,250
   CITADEL ADVISORS LLC 4246 - 2023-12-31 6,179 $245,000 -20,284
   Mutual Advisors LLC 973 - 2024-03-31 5,507 $229,000 -95
   Cetera Investment Advisers 1954 - 2023-12-31 5,700 $226,000 0
   Continuum Advisory LLC 424 *New 2023-12-31 5,508 $218,000 5,508
   Integrity Financial Corp /WA 105 - 2024-03-31 5,183 $216,000 0
   Kestra Advisory Services LLC 2049 - 2023-12-31 5,440 $215,000 5,440
   Keystone Wealth Services LLC 213 *New 2024-03-31 4,857 $202,000 4,857
   Arkadios Wealth Advisors 653 *New 2024-03-31 4,812 $201,000 4,812
   PCA Investment Advisory Services Inc. 133 *New 2024-03-31 4,810 $200,000 4,810
   Larson Financial Group LLC 457 - 2024-03-31 3,814 $159,000 0
   HARBOUR INVESTMENTS INC. 970 - 2023-12-31 3,818 $151,000 0
   UBS Group AG 4869 *New 2023-12-31 2,863 $113,000 2,863
   IFP Advisors Inc 1235 - 2023-12-31 2,448 $97,000 -1,940
   Castleview Partners LLC 297 - 2024-03-31 1,722 $72,000 0
   Sugarloaf Wealth Management LLC 261 *New 2024-03-31 1,664 $69,000 1,664
   PRINCIPAL SECURITIES INC. 1410 *New 2024-03-31 1,650 $69,000 1,650
   Cape Investment Advisory Inc. 369 - 2023-12-31 1,100 $44,000 0
   Capital Investment Advisory Services LLC 691 - 2024-03-31 874 $36,000 -76
   CREATIVE FINANCIAL DESIGNS INC /ADV 954 - 2024-03-31 500 $21,000 0
   AdvisorNet Financial Inc 1109 - 2024-03-31 443 $18,000 0
   Steward Partners Investment Advisory LLC 2598 - 2023-12-31 299 $12,000 0
   Geneos Wealth Management Inc. 1623 *New 2024-03-31 160 $7,000 160
   NBC SECURITIES INC. 1765 *New 2024-03-31 180 $7,000 180
   Lido Advisors LLC 1147 *Closed 2023-12-31 0 $0 -5,602
   US BANCORP 3882 *Closed 2024-03-31 0 $0 -55
   CWM LLC 4539 *New 2024-03-31 9 $0 9
   FMR LLC 5170 *Closed 2023-12-31 0 $0 -5
   M HOLDINGS SECURITIES, INC. 184 *Closed 2023-12-31 0 $0 -11,010
   TUCKER ASSET MANAGEMENT LLC 1122 - 2023-12-31 9 $0 0
   PROEQUITIES INC. 9083 - 2024-03-31 0 $0 0
   SILVER OAK SECURITIES Inc 542 *Closed 2024-03-31 0 $0 -8,401
  90 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