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
   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
   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
   Fragasso Group Inc. 82 - 2024-03-31 45,559 $1,898,000 486
   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
   TOWNSQUARE CAPITAL LLC 529 - 2023-12-31 32,314 $1,280,000 3,589
   RAYMOND JAMES & ASSOCIATES 2488 - 2024-03-31 27,399 $1,142,000 899
   RFG Advisory Group LLC 340 - 2024-03-31 25,629 $1,068,000 18,422
   Strategic Blueprint LLC 266 - 2024-03-31 20,522 $855,000 449
   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
   CoreCap Advisors LLC 320 - 2023-12-31 15,002 $594,000 675
   Sigma Planning Corp 725 - 2024-03-31 12,810 $534,000 12,810
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1567 - 2024-03-31 12,193 $508,000 3,366
   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
   Beacon Financial Advisory LLC 171 - 2024-03-31 7,857 $327,000 971
   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
   Kestra Advisory Services LLC 2049 - 2023-12-31 5,440 $215,000 5,440
  27 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