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Get Institutions for : 
Calvert Us Large-cap Core Responsible Index Etf (CVLC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    2
Total shares held : 
3,851,832  
% of shares held : 
42.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
50,052  
% of shares held change : 
  0.56%  
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 :
5
 9,072
 0.24%
 
Increased Positions :
5
 77,889
 2.02%
 
Unchanged Positions :
2
 3,099,658
 80.47%
 
Decreased Positions :
2
-21,327
-0.55%
 
Closed Positions :
3
-15,582
-0.4%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   State Insurance Fund 1 - 2024-03-31 2,697,658 $177,054,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 397 - 2024-03-31 404,177 $26,527,000 15,399
   MORGAN STANLEY 2493 - 2023-12-31 402,000 $23,999,000 0
   OBrien Wealth Partners LLC 8 - 2024-03-31 267,635 $17,566,000 31,009
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1073 *New 2024-03-31 84,485 $5,545,000 84,485
   Sandbox Financial Partners LLC 22 - 2024-03-31 37,847 $2,484,000 -5,219
   Orion Portfolio Solutions LLC 755 - 2024-03-31 24,757 $1,625,000 -2,295
   GOLDMAN SACHS GROUP INC/ 3265 - 2023-12-31 26,734 $1,596,000 26,734
   CITADEL ADVISORS LLC 2933 - 2023-12-31 16,676 $996,000 -17,598
   RAYMOND JAMES & ASSOCIATES 2820 *New 2024-03-31 10,549 $692,000 10,549
   First Pacific Financial 93 - 2024-03-31 7,220 $474,000 6,374
   Gemmer Asset Management LLC 107 - 2024-03-31 4,399 $289,000 11
   Fulcrum Capital LLC 93 *New 2024-03-31 4,353 $286,000 4,353
   Resources Investment Advisors Inc. 952 *New 2024-03-31 4,094 $269,000 4,094
   Per Stirling Capital Management LLC. 196 *New 2023-12-31 3,565 $213,000 3,565
   HARBOUR INVESTMENTS INC. 1964 *New 2023-12-31 273 $16,000 273
   PROEQUITIES INC. 6701 - 2024-03-31 0 $0 0
   UBS Group AG 8197 *Closed 2023-12-31 0 $0 -2,333
   BENJAMIN F. EDWARDS & COMPANY INC. 2247 *Closed 2024-03-31 0 $0 -4,170

  19 Records found
  1    
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