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Get Institutions for : 
Panagram Bbb-b Clo Etf (CLOZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    9
Total shares held : 
5,023,596  
% of shares held : 
55.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  16  
Amount of shares held : 
2,490,679  
% of shares held change : 
  27.67%  
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 :
9
 542,872
 10.81%
 
Increased Positions :
9
 1,950,142
 38.82%
 
Unchanged Positions :
1
 8,952
 0.18%
 
Decreased Positions :
2
-2,335
-0.05%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Bienville Capital Management LLC 1 - 2023-12-31 1,822,665 $48,356,000 622,816
   AE Wealth Management LLC 231 - 2023-12-31 721,454 $19,248,000 508,814
   Knott David M Jr 4 - 2023-12-31 719,368 $18,991,000 598,336
   Guardian Financial Partners LLC 2 - 2024-03-31 622,669 $16,684,000 216,455
   Black Swift Group LLC - 2023-12-31 395,520 $10,442,000 156,555
   Schechter Investment Advisors LLC 26 *New 2023-12-31 320,524 $8,462,000 320,524
   MORGAN STANLEY 3498 - 2023-12-31 300,051 $7,921,000 1
   GRADIENT INVESTMENTS LLC 136 - 2024-03-31 183,604 $4,920,000 27,098
   KLR INVESTMENT ADVISORS LLC 6 *New 2024-03-31 122,992 $3,296,000 122,992
   Valeo Financial Advisors LLC 172 - 2024-03-31 58,584 $1,570,000 25,504
   BI Asset Management Fondsmaeglerselskab A/S 374 *New 2024-03-31 36,196 $970,000 36,196
   Centennial Wealth Advisory LLC 36 - 2024-03-31 35,611 $954,000 1,074
   FLOW TRADERS U.S. LLC 404 - 2023-12-31 27,734 $732,000 9,251
   Mid-American Wealth Advisory Group Inc. 18 *New 2024-03-31 19,024 $510,000 19,024
   EVOKE WEALTH LLC 523 *New 2023-12-31 10,740 $285,000 10,740
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 25 - 2023-12-31 10,741 $285,000 2,217
   Belpointe Asset Management LLC 550 *New 2023-12-31 10,301 $272,000 10,301
   Wright Fund Managment LLC 66 - 2024-03-31 8,952 $240,000 0
   ENVESTNET ASSET MANAGEMENT INC 3760 *New 2023-12-31 8,295 $219,000 8,295
   BB&T CORP 2408 *New 2023-12-31 8,311 $219,000 8,311
   Pineridge Advisors LLC - 2023-12-31 2,025 $53,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 390 - 2023-12-31 408 $11,000 -1,021
   Global Wealth Management Investment Advisory Inc. 414 *New 2023-12-31 57 $2,000 57
   B.O.S.S. Retirement Advisors LLC 167 *Closed 2024-03-31 0 $0 -28,138
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  25 Records found
  1    
  Page 1 of 1
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