Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust Nasdaq Cea Cybersecurity (CIBR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 457    15
Total shares held : 
 55,405,887  
% of shares held : 
 85.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 2,034,377  
% of shares held change : 
   3.16%  
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 :
54
 636,195
 1.15%
 
Increased Positions :
157
 2,667,800
 4.82%
 
Unchanged Positions :
89
 1,183,642
 2.14%
 
Decreased Positions :
157
-998,125
-1.8%
 
Closed Positions :
39
-271,493
-0.49%
 
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
   BANK OF AMERICA CORP /DE/ 387 - 2023-12-31 6,856,213 $369,139,000 -135,640
   RAYMOND JAMES & ASSOCIATES 461 - 2024-03-31 735,748 $41,489,000 -19,950
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 321 - 2024-03-31 657,967 $37,103,000 -35,320
   CITIGROUP INC 489 - 2024-03-31 531,713 $29,983,000 -2,191,153
   Advisor Group Holdings Inc. 299 - 2024-03-31 527,048 $29,718,000 -337,344
   STIFEL FINANCIAL CORP 434 - 2023-12-31 459,457 $24,741,000 -21,102
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 265 - 2023-09-30 475,436 $21,599,000 -39,471
   Bulltick Wealth Management LLC 3 - 2023-12-31 341,867 $18,406,000 -9,390
   Private Advisor Group LLC 156 - 2024-03-31 302,936 $17,083,000 -13,829
   CX Institutional 44 - 2024-03-31 239,478 $13,504,000 -14,800
   Sargent Investment Group LLC 5 - 2024-03-31 227,161 $12,810,000 -13,140
   American Financial Advisors LLC 19 - 2024-03-31 221,056 $12,465,000 -6,758
   BSC PRIVATE WEALTH MANAGEMENT LLC 21 - 2024-03-31 207,874 $11,722,000 -6,249
   RWM Asset Management LLC 18 - 2024-03-31 183,672 $10,357,000 -578
   Procyon Private Wealth Partners LLC 31 - 2024-03-31 163,998 $9,248,000 -7,623
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 417 - 2023-12-31 167,706 $9,029,000 -1,759
   Sweet Financial Partners LLC 9 - 2024-03-31 157,945 $8,907,000 -19,409
   Joseph Group Capital Management 7 - 2023-12-31 158,983 $8,560,000 -342
   MULTIFINANCIAL SECURITIES CORP 168 - 2023-12-31 158,662 $8,542,000 -18,788
   Spectrum Wealth Advisory Group LLC 3 - 2024-03-31 132,914 $7,496,000 -2,466
   BENJAMIN F. EDWARDS & COMPANY INC. 177 - 2024-03-31 125,649 $7,085,000 -4,918
   Florin Court Capital LLP 4 - 2024-03-31 120,000 $6,767,000 -43,500
   U.S. Capital Wealth Advisors LLC 90 - 2024-03-31 118,948 $6,707,000 -6,409
   Goss Wealth Management LLC 280 - 2023-12-31 119,773 $6,679,000 -105,006
   PNC FINANCIAL SERVICES GROUP INC 588 - 2024-03-31 117,645 $6,634,000 -28,648
   IAM Advisory LLC 12 - 2024-03-31 113,734 $6,413,000 -2,111
   EPG Wealth Management LLC 11 - 2023-12-31 106,338 $6,134,000 -3,468
   CREATIVE PLANNING 524 - 2023-12-31 109,268 $5,883,000 -4,483
   AE Wealth Management LLC 570 - 2023-12-31 92,132 $5,197,000 -3,490
   BANK HAPOALIM BM 39 - 2024-03-31 89,359 $5,039,000 -205,179
   Migdal Insurance & Financial Holdings Ltd. 91 - 2024-03-31 85,242 $4,807,000 -7,504
   NATIONAL ASSET MANAGEMENT, INC. 177 - 2023-12-31 87,230 $4,696,000 -7,487
   Quaker Wealth Management LLC 18 - 2024-03-31 81,153 $4,576,000 -10,453
   LFA - Lugano Financial Advisors SA 5 - 2024-03-31 77,953 $4,396,000 -604
   Twin Peaks Wealth Advisors LLC 15 - 2024-03-31 74,174 $4,183,000 -4,156
   J.W. COLE ADVISORS INC. 116 - 2024-03-31 68,640 $3,871,000 -1,641
   Vivid Wealth Management LLC 15 - 2024-03-31 68,204 $3,846,000 -349
   Prime Capital Investment Advisors LLC - 2023-12-31 70,076 $3,773,000 -458
   Stratos Wealth Partners LTD. 289 - 2024-03-31 66,385 $3,743,000 -13,261
   NORTHSTAR ASSET MANAGEMENT LLC 30 - 2024-03-31 62,445 $3,521,000 -3,525
   COMERICA BANK 876 - 2023-12-31 64,787 $3,488,000 -321
   Laurel Wealth Advisors LLC 44 - 2023-12-31 62,977 $3,391,000 -2,226
   MARINER WEALTH ADVISORS, LLC 833 - 2023-12-31 62,290 $3,354,000 -1,324
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1299 - 2024-03-31 57,070 $3,218,000 -70,347
   SFMG, LLC 54 - 2024-03-31 55,549 $3,132,000 -533
   PECAUT & CO. 23 - 2024-03-31 55,171 $3,111,000 -4,592
   WEDBUSH MORGAN SECURITIES INC 111 - 2023-12-31 57,248 $3,082,000 -3,482
   WARREN AVERETT ASSET MANAGEMENT, LLC 112 - 2023-12-31 57,061 $3,072,000 -650
   JANE STREET GROUP LLC 1963 - 2023-12-31 56,600 $3,047,000 -12,860
   Advantage Trust Co 11 - 2024-03-31 50,445 $2,845,000 -1,038
   BANK OF NOVA SCOTIA / 584 - 2023-12-31 51,909 $2,792,000 -1,074
   US BANCORP 728 - 2024-03-31 48,569 $2,739,000 -2,580
   Ameritas Advisory Services LLC 140 - 2023-12-31 47,542 $2,680,000 -12,542
   Mainsail Financial Group LLC 20 - 2024-03-31 46,701 $2,633,000 -198
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 19 - 2024-03-31 40,379 $2,277,000 -186
   Thrive Capital Management LLC 30 - 2023-12-31 40,048 $2,156,000 -5,125
   OLD SECOND NATIONAL BANK OF AURORA 56 - 2024-03-31 37,817 $2,133,000 -1,579
   FULTON BANK, N.A. 143 - 2024-03-31 36,606 $2,064,000 -9
   NATIONAL BANK OF CANADA /FI/ 899 - 2023-12-31 34,164 $1,790,000 -4,060
   Resources Investment Advisors Inc. 376 - 2024-03-31 30,075 $1,696,000 -3,404
   Purus Wealth Management LLC 34 - 2024-03-31 28,907 $1,630,000 -1,063
   Callan Family Office LLC 38 - 2024-03-31 24,500 $1,382,000 -3,000
   Csenge Advisory Group 219 - 2024-03-31 22,185 $1,251,000 -63
   CoreCap Advisors LLC 227 - 2023-12-31 23,133 $1,246,000 -1,324
   Parallel Advisors LLC 316 - 2024-03-31 21,554 $1,215,000 -1,286
   Sunbelt Securities Inc. 155 - 2024-03-31 21,238 $1,198,000 -3,634
   Stegent Equity Advisors Inc. 31 - 2024-03-31 21,206 $1,196,000 -7,623
   IFG Advisory LLC 232 - 2024-03-31 21,152 $1,193,000 -278
   OneAscent Wealth Management LLC 26 - 2024-03-31 20,361 $1,148,000 -83
   IFP Advisors Inc 360 - 2023-12-31 20,492 $1,103,000 -1,162
   Capital Investment Advisory Services LLC 188 - 2024-03-31 19,014 $1,072,000 -848
   IHT Wealth Management LLC 376 - 2023-12-31 19,308 $1,040,000 -493
   JAMES INVESTMENT RESEARCH INC 147 - 2024-03-31 18,419 $1,039,000 -4,497
   Nelson Van Denburg & Campbell Wealth Management Gr 275 - 2024-03-31 18,291 $1,031,000 -2,368
   Key Client Fiduciary Advisors LLC 46 - 2024-03-31 17,156 $967,000 -1,824
   HB Wealth Management LLC 369 - 2024-03-31 16,023 $904,000 -27
   GOLDMAN SACHS GROUP INC/ 3569 - 2023-12-31 16,463 $886,000 -2,640
   SCOTIA CAPITAL INC. 473 - 2023-12-31 16,285 $877,000 -1,244
   CAPTRUST FINANCIAL ADVISORS 1361 - 2023-12-31 16,116 $868,000 -692
   FLAGSHIP HARBOR ADVISORS LLC 275 - 2024-03-31 15,171 $856,000 -1,824
   Oversea-Chinese Banking CORP Ltd 193 - 2023-12-31 14,502 $781,000 -1,590
   HARBOUR INVESTMENTS INC. 427 - 2023-12-31 14,290 $769,000 -607
   Laidlaw Wealth Management LLC 103 - 2023-12-31 13,287 $715,000 -3,580
   Western Wealth Management LLC 289 - 2024-03-31 12,524 $706,000 -164
   Moloney Securities Asset Management LLC 217 - 2024-03-31 12,252 $691,000 -59
   Mirador Capital Partners LP 108 - 2024-03-31 12,006 $677,000 -40
   Global Retirement Partners LLC 453 - 2024-03-31 11,999 $677,000 -12,206
   Pallas Capital Advisors LLC 245 - 2024-03-31 11,945 $674,000 -4,441
   BANK OF MONTREAL /CAN/ 1856 - 2023-12-31 12,312 $666,000 -31,804
   INTL FCSTONE INC. 192 - 2024-03-31 11,714 $661,000 -185
   FLOW TRADERS U.S. LLC 430 - 2023-12-31 11,859 $638,000 -23,962
   ADVISORY SERVICES NETWORK, LLC 871 - 2024-03-31 10,963 $618,000 -898
   ABSOLUTE INVESTMENT MANAGEMENT LLC 36 - 2024-03-31 10,893 $614,000 -1,596
   SYNOVUS FINANCIAL CORP 562 - 2023-12-31 11,333 $611,000 -2,799
   Apeiron RIA LLC 101 - 2024-03-31 10,721 $605,000 -74
   KRAEMATON INVESTMENT ADVISORS INC 50 - 2024-03-31 10,426 $588,000 -49
   SFG Wealth Management LLC. 44 - 2024-03-31 10,242 $578,000 -240
   COTTONWOOD CAPITAL ADVISORS LLC 55 - 2024-03-31 9,803 $525,000 -985
   INSIGNEO ADVISORY SERVICES LLC 236 - 2023-12-31 9,446 $509,000 -1,264
   Koshinski Asset Management Inc. 317 - 2024-03-31 8,811 $497,000 -3,471
  100 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