Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco Dow Jones Industrial Average Dividend ETF (DJD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    2
Total shares held : 
 3,329,325  
% of shares held : 
 14.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 915,081  
% of shares held change : 
   3.93%  
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 :
7
 44,592
 1.34%
 
Increased Positions :
24
 1,381,458
 41.49%
 
Unchanged Positions :
11
 40,092
 1.2%
 
Decreased Positions :
19
-414,120
-12.44%
 
Closed Positions :
5
-96,849
-2.91%
 
Guru Positions :
1
150
 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
   LPL FINANCIAL CORP 747 - 2024-03-31 637,457 $30,630,000 -274,731
   CIBC WORLD MARKETS INC. 132 - 2023-12-31 612,765 $28,199,000 601,324
   Barry Investment Advisors LLC 4 - 2024-03-31 282,742 $13,586,000 14,000
   Morris Retirement Advisors LLC 2 - 2024-03-31 237,112 $11,393,000 12,905
   BANK OF AMERICA CORP /DE/ 2605 - 2023-12-31 164,844 $7,586,000 12,871
   Merit Financial Group LLC 163 - 2024-03-31 89,171 $4,190,000 22,611
   COMMONWEALTH EQUITY SERVICES LLC. 1512 - 2024-03-31 59,966 $2,881,000 -1,312
   Integrated Wealth Concepts LLC 398 - 2023-12-31 54,521 $2,509,000 -10,084
   LEVEL FOUR ADVISORY SERVICES LLC 242 - 2023-12-31 32,377 $1,490,000 1,026
   RAYMOND JAMES & ASSOCIATES 2332 - 2024-03-31 30,830 $1,481,000 453
   JANNEY MONTGOMERY SCOTT LLC 1308 - 2024-03-31 30,028 $1,443,000 -1,351
   Cetera Investment Advisers 951 - 2023-12-31 28,863 $1,328,000 2,736
   ICA Group Wealth Management LLC 96 - 2023-12-31 20,549 $946,000 -2,721
   STIFEL FINANCIAL CORP 2210 - 2023-12-31 19,116 $880,000 169
   Venture Visionary Partners LLC 262 *New 2023-12-31 18,999 $874,000 18,999
   Advisor Group Holdings Inc. 2511 - 2024-03-31 16,896 $812,000 -785
   FOCUS FINANCIAL NETWORK INC /ADV 370 - 2023-12-31 16,255 $748,000 0
   ENVESTNET ASSET MANAGEMENT INC 3108 - 2023-12-31 15,919 $733,000 1,214
   Wealthcare Advisory Partners LLC 489 - 2024-03-31 13,114 $630,000 487
   ROYAL BANK OF CANADA 3464 - 2023-12-31 13,558 $624,000 -612
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2128 - 2024-03-31 12,390 $595,000 5,084
   HARBOUR INVESTMENTS INC. 526 - 2023-12-31 11,239 $517,000 4,061
   Atlantic Trust Group LLC 845 *New 2024-03-31 10,000 $481,000 10,000
   NTV ASSET MANAGEMENT LLC 169 - 2024-03-31 9,925 $477,000 0
   PARK AVENUE SECURITIES LLC 996 - 2024-03-31 9,494 $456,000 -5,240
   Kestra Advisory Services LLC 1612 - 2023-12-31 9,154 $421,000 -524
   GREAT VALLEY ADVISOR GROUP INC. 531 - 2024-03-31 8,762 $421,000 -712
   Good Life Advisors LLC 293 - 2024-03-31 8,426 $405,000 18
   JAFFETILCHIN INVESTMENT PARTNERS LLC 246 *New 2023-12-31 8,553 $394,000 8,553
   Astoria Portfolio Advisors LLC. 112 - 2024-03-31 7,400 $342,000 0
   FINANCIAL NETWORK 2185 - 2023-12-31 7,039 $324,000 -219
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2778 - 2024-03-31 6,634 $319,000 631
   OPPENHEIMER & CO INC 1188 *New 2024-03-31 6,150 $296,000 6,150
   Perennial Investment Advisors LLC 264 - 2023-12-31 5,715 $263,000 -660
   Lakeview Capital Partners LLC 356 - 2024-03-31 5,294 $254,000 -223
   HHM Wealth Advisors LLC 125 - 2023-12-31 5,280 $243,000 1,640
   Saxony Capital Management LLC 84 *New 2024-03-31 4,966 $239,000 4,966
   HIGHTOWER ADVISORS, LLC 2879 - 2024-03-31 4,603 $219,000 -582
   MML INVESTORS SERVICES LLC 2264 *New 2023-12-31 4,662 $215,000 4,662
   Stratos Wealth Advisors LLC 618 - 2024-03-31 4,382 $211,000 -153
   IFP Advisors Inc 910 - 2023-12-31 4,485 $206,000 10
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1565 - 2023-12-31 3,576 $165,000 2,634
   PRINCIPAL SECURITIES INC. 1189 - 2024-03-31 2,527 $121,000 0
   MORGAN STANLEY 5810 - 2023-12-31 1,791 $82,000 -87
   Pflug Koory LLC 206 - 2024-03-31 1,456 $70,000 4
   Retirement Group LLC 205 - 2024-03-31 1,326 $64,000 0
   CARDIFF PARK ADVISORS LLC 284 - 2023-12-31 1,064 $49,000 9
   BANK OF MONTREAL /CAN/ 3080 - 2023-12-31 804 $34,000 0
   Geneos Wealth Management Inc. 1225 - 2024-03-31 662 $32,000 -677
   UBS Group AG 5663 - 2023-12-31 520 $24,000 283
   FMR LLC 3755 - 2023-12-31 446 $21,000 134
   PSI Advisors LLC 413 - 2024-03-31 343 $17,000 2
   Capital Investment Advisory Services LLC 814 - 2024-03-31 200 $10,000 0
   VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- 97 - 2023-12-31 150 $7,000 0
   AdvisorNet Financial Inc 1373 *New 2024-03-31 156 $7,000 156
   Global Retirement Partners LLC 2809 - 2024-03-31 40 $2,000 0
   BBJS FINANCIAL ADVISORS LLC 131 *Closed 2024-03-31 0 $0 -5,000
   Advisor Resource Council 231 *Closed 2024-03-31 0 $0 -5,350
   SYM FINANCIAL CORPORATION 166 *Closed 2024-03-31 0 $0 -804
   SOUTHERN CAPITAL ADVISORS LLC 74 *Closed 2024-03-31 0 $0 -13,313
   Financial Advisory Service Inc. 444 - 2024-03-31 1 $0 -642
   IHT Wealth Management LLC 1005 *Closed 2023-12-31 0 $0 -38,641
   WELLS FARGO & CO/MN 6523 - 2024-03-31 1 $0 -85
   BEAM Asset Management LLC 116 *Closed 2024-03-31 0 $0 -13,293
   PROEQUITIES INC. 8744 - 2024-03-31 0 $0 0
   FIRST HEARTLAND CONSULTANTS INC 437 *Closed 2024-03-31 0 $0 -4,934
   WIN ADVISORS INC 66 *Closed 2024-03-31 0 $0 -538,235
   GTS SECURITIES LLC 1761 *Closed 2023-12-31 0 $0 -5,628
   Private Ocean LLC 558 *Closed 2024-03-31 0 $0 -221
  69 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