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My Recent Searches
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Invesco Bulletshares 2023 High Yld Corp Bd ETF (BSJN) |
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$23.49 0.00 (0.00%) as of 4:30 Fri 12/15
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Download |
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Institutional
Holders
Total
Institutions:
 |
4  130 |
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Total
shares held :
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20,868 |
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% of shares
held :
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0.01% |
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| Changes In:
|
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New/increased
positions vs
old/decreased
positions :
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-132 |
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Amount
of shares held :
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-12,479,563 |
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% of shares
held change :
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-7.43% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$23.50 |
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Last
Quarter's Ending
Price :
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$23.49 |
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Last
Quarter's Average
Price :
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$23.51 |
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Change
from last quarter's
avg. price
to the last closing :
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0.03 (0.11%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Harrison & Co Wealth Management LLC |
8 |
- |
2022-12-31 |
98,925 |
$2,306,000 |
-674 |
|
| Intrua Financial LLC |
107 |
- |
2023-03-31 |
41,765 |
$984,000 |
6,727 |
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| SHUFRO ROSE & CO LLC |
245 |
- |
2023-12-31 |
10,000 |
$235,000 |
0 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1812 |
- |
2023-12-31 |
8,918 |
$209,000 |
-71,858 |
|
| WFA of San Diego LLC |
102 |
- |
2023-09-30 |
4,925 |
$116,000 |
0 |
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| IFP Advisors Inc |
1595 |
- |
2023-12-31 |
1,750 |
$41,000 |
-1,347 |
|
| Sutton Wealth Advisors Inc. |
251 |
- |
2023-09-30 |
1,729 |
$41,000 |
0 |
|
| Financial Gravity Wealth Inc. |
435 |
- |
2023-12-31 |
200 |
$5,000 |
0 |
|
| WELLS FARGO & CO/MN |
5687 |
*Closed |
2023-12-31 |
0 |
$0 |
-368,575 |
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| Sigma Planning Corp |
896 |
*Closed |
2023-12-31 |
0 |
$0 |
-50,650 |
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| RENAISSANCE TECHNOLOGIES LLC |
3810 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,353 |
|
| Consolidated Portfolio Review Corp |
299 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,948 |
|
| Foundations Investment Advisors LLC |
656 |
*Closed |
2023-12-31 |
0 |
$0 |
-32,092 |
|
| HRT FINANCIAL LLC |
2172 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,897 |
|
| UNITED CAPITAL FINANCIAL ADVISERS,INC. |
1076 |
*Closed |
2023-12-31 |
0 |
$0 |
-732,257 |
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| Nalls Sherbakoff Group LLC |
438 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,121 |
|
| Flaharty Asset Management LLC |
215 |
*Closed |
2023-12-31 |
0 |
$0 |
-35,725 |
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| Streettalk Advisors LLC |
415 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,875 |
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| J.W. COLE ADVISORS INC. |
811 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,729 |
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| Advisor Group Holdings Inc. |
6752 |
*Closed |
2023-12-31 |
0 |
$0 |
-241,987 |
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| Rockbridge Investment Management LCC |
800 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,500 |
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| OLD MISSION CAPITAL LLC |
958 |
*Closed |
2023-12-31 |
0 |
$0 |
-114,477 |
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| THRIVENT FINANCIAL FOR LUTHERANS |
2443 |
*Closed |
2023-12-31 |
0 |
$0 |
-86,602 |
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| Sontag Advisory LLC |
651 |
*Closed |
2023-12-31 |
0 |
$0 |
-91,779 |
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| BANK OF AMERICA CORP /DE/ |
6340 |
*Closed |
2023-12-31 |
0 |
$0 |
-305,940 |
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| AMERIPRISE FINANCIAL INC |
3834 |
*Closed |
2023-12-31 |
0 |
$0 |
-29,691 |
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| AE Wealth Management LLC |
2128 |
*Closed |
2023-12-31 |
0 |
$0 |
-162,406 |
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| MORGAN STANLEY |
7245 |
*Closed |
2023-12-31 |
0 |
$0 |
-253,691 |
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| FinTrust Capital Advisors LLC |
1240 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,434 |
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| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
482 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,800 |
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| Bradley & Co. Private Wealth Management LLC |
205 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,795 |
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| PROEQUITIES INC. |
5481 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
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| SFE INVESTMENT COUNSEL |
116 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,100 |
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| Private Advisor Group LLC |
2243 |
*Closed |
2023-12-31 |
0 |
$0 |
-51,833 |
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| COMMONWEALTH EQUITY SERVICES LLC. |
3890 |
*Closed |
2023-12-31 |
0 |
$0 |
-145,359 |
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| BANTA ASSET MANAGEMENT LP |
18 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,300 |
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| AlphaStar Capital Management LLC |
285 |
*Closed |
2023-12-31 |
0 |
$0 |
-27,483 |
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| JANE STREET GROUP LLC |
5677 |
*Closed |
2023-12-31 |
0 |
$0 |
-635,466 |
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| FinDec Wealth Services Inc. |
47 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,001 |
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| EMPIRICAL FINANCIAL SERVICES, LLC |
500 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,333 |
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| Insight Wealth Partners LLC |
75 |
*Closed |
2023-12-31 |
0 |
$0 |
-25,691 |
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| Bellecapital International Ltd. |
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*Closed |
2023-12-31 |
0 |
$0 |
-21,910 |
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| Key Financial Inc |
1305 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,423 |
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| RFP Financial Group LLC |
849 |
*Closed |
2023-12-31 |
0 |
$0 |
-809 |
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| We Are One Seven LLC |
910 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,546 |
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| COMERICA BANK |
3712 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,860 |
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| Advisory Alpha LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-297,488 |
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| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1460 |
*Closed |
2023-12-31 |
0 |
$0 |
-500 |
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| Resources Investment Advisors Inc. |
1140 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,837 |
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| Sound Stewardship LLC |
67 |
*Closed |
2023-12-31 |
0 |
$0 |
-86,108 |
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| Geneos Wealth Management Inc. |
|
*Closed |
2023-12-31 |
0 |
$0 |
-9,773 |
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| Oder Investment Management LLC |
92 |
*Closed |
2023-12-31 |
0 |
$0 |
-176,686 |
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| Pacific Wealth Strategies Group Inc. |
48 |
*Closed |
2023-12-31 |
0 |
$0 |
-38,629 |
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| Equitable Holdings Inc. |
1144 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,617 |
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| Farther Finance Advisors LLC |
3299 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,354 |
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| Ronald Blue Trust Inc. |
2679 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,587 |
|
| Parallel Advisors LLC |
3399 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,000 |
|
| Tyler-Stone Wealth Management |
863 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,422 |
|
| CITADEL ADVISORS LLC |
6154 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,227 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
2142 |
*Closed |
2023-12-31 |
0 |
$0 |
-229 |
|
| Buck Wealth Strategies LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-1,429 |
|
| ROYAL BANK OF CANADA |
6783 |
*Closed |
2023-12-31 |
0 |
$0 |
-36,594 |
|
| MARINER WEALTH ADVISORS, LLC |
3149 |
*Closed |
2023-12-31 |
0 |
$0 |
-113,187 |
|
| GILL CAPITAL PARTNERS LLC |
132 |
*Closed |
2023-12-31 |
0 |
$0 |
-103,545 |
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| Atria Wealth Solutions Inc. |
1989 |
*Closed |
2023-12-31 |
0 |
$0 |
-164,560 |
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| LPL FINANCIAL CORP |
4772 |
*Closed |
2023-12-31 |
0 |
$0 |
-554,771 |
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| WAYNE HUMMER INVESTMENTS L.L.C. |
458 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,400 |
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| Werba Rubin Papier Wealth Management |
|
*Closed |
2023-12-31 |
0 |
$0 |
-170,864 |
|
| Cape Investment Advisory Inc. |
1110 |
*Closed |
2023-12-31 |
0 |
$0 |
-906 |
|
| Straight Path Wealth Management |
|
*Closed |
2023-12-31 |
0 |
$0 |
-13,691 |
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| ENVESTNET ASSET MANAGEMENT INC |
4139 |
*Closed |
2023-12-31 |
0 |
$0 |
-934,290 |
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| CoreCap Advisors LLC |
622 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,553 |
|
| PROSPERA FINANCIAL SERVICES |
1109 |
*Closed |
2023-12-31 |
0 |
$0 |
-133,059 |
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| Delta Investment Management LLC |
211 |
*Closed |
2023-12-31 |
0 |
$0 |
-53,123 |
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| TD Waterhouse Canada Inc. |
1807 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,800 |
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| INVESCO LTD |
3776 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,791 |
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| UBS Group AG |
8394 |
*Closed |
2023-12-31 |
0 |
$0 |
-81,688 |
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| WEALTHSOURCE PARTNERS LLC |
523 |
*Closed |
2023-12-31 |
0 |
$0 |
-133,239 |
|
| Capital Analysts Inc. |
1160 |
*Closed |
2023-12-31 |
0 |
$0 |
-63,420 |
|
| Integrated Wealth Concepts LLC |
1633 |
*Closed |
2023-12-31 |
0 |
$0 |
-189,713 |
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| MULTIFINANCIAL SECURITIES CORP |
1790 |
*Closed |
2023-12-31 |
0 |
$0 |
-469,108 |
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| BB&T CORP |
2656 |
*Closed |
2023-12-31 |
0 |
$0 |
-178,663 |
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| MML INVESTORS SERVICES LLC |
2492 |
*Closed |
2023-12-31 |
0 |
$0 |
-197,978 |
|
| Goss Wealth Management LLC |
3842 |
*Closed |
2023-12-31 |
0 |
$0 |
-48,666 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
1702 |
*Closed |
2023-12-31 |
0 |
$0 |
-604 |
|
| Private Advisory Group LLC |
225 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,087 |
|
| Steward Partners Investment Advisory LLC |
3597 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,383 |
|
| EVEXIA WEALTH LLC |
55 |
*Closed |
2023-12-31 |
0 |
$0 |
-30,767 |
|
| Retirement Solution Inc. |
47 |
*Closed |
2023-12-31 |
0 |
$0 |
-94,271 |
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| FINANCIAL NETWORK |
2863 |
*Closed |
2023-12-31 |
0 |
$0 |
-39,105 |
|
| CAPTRUST FINANCIAL ADVISORS |
2789 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,848 |
|
| Blue Barn Wealth LLC |
135 |
*Closed |
2023-12-31 |
0 |
$0 |
-152,673 |
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| HIGHTOWER ADVISORS, LLC |
3499 |
*Closed |
2023-12-31 |
0 |
$0 |
-78,789 |
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| STEPHENS INC /AR/ |
1231 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,829 |
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| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6603 |
*Closed |
2023-12-31 |
0 |
$0 |
-63,195 |
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| Mascoma Wealth Management LLC |
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*Closed |
2023-12-31 |
0 |
$0 |
-180 |
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| WealthBridge Capital Management LLC |
192 |
*Closed |
2023-12-31 |
0 |
$0 |
-23,682 |
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| Kestra Advisory Services LLC |
2335 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,807 |
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| TOWER RESEARCH CAPITAL LLC |
6372 |
*Closed |
2023-12-31 |
0 |
$0 |
-746 |
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| STIFEL FINANCIAL CORP |
3426 |
*Closed |
2023-12-31 |
0 |
$0 |
-69,896 |
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100 Records found
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1
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Page 1 of 1 |
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