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My Recent Searches
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Ft Cboe Vest Us Equity Deep Buffer Etf - November (DNOV) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
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82 0 |
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Total
shares held :
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3,446,520 |
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% of shares
held :
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9.31% |
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Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
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-3 |
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Amount
of shares held :
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173,505 |
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% of shares
held change :
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0.47% |
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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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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
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(%) |
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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 |
Advisor Group Holdings Inc. |
557 |
- |
2023-12-31 |
421,244 |
$16,249,000 |
-261,624 |
|
ENVESTNET ASSET MANAGEMENT INC |
1400 |
- |
2023-12-31 |
276,627 |
$10,711,000 |
-31,996 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
711 |
- |
2023-12-31 |
270,370 |
$10,469,000 |
9,344 |
|
Mutual Advisors LLC |
57 |
- |
2023-12-31 |
230,515 |
$8,926,000 |
191,687 |
|
Concurrent Investment Advisors LLC |
64 |
- |
2023-12-31 |
209,385 |
$8,107,000 |
0 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
14 |
- |
2023-12-31 |
163,123 |
$6,316,000 |
0 |
|
BEACON FINANCIAL GROUP |
33 |
- |
2023-12-31 |
161,006 |
$6,234,000 |
1,445 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1042 |
- |
2023-12-31 |
136,869 |
$5,300,000 |
99,271 |
|
IFP Advisors Inc |
91 |
- |
2023-12-31 |
125,189 |
$4,847,000 |
3,987 |
|
CWM LLC |
502 |
- |
2024-03-31 |
82,081 |
$3,316,000 |
-15,783 |
|
HARBOUR INVESTMENTS INC. |
144 |
- |
2023-12-31 |
81,712 |
$3,164,000 |
51,347 |
|
Kestra Advisory Services LLC |
677 |
- |
2023-12-31 |
68,233 |
$2,642,000 |
40,392 |
|
Tanglewood Legacy Advisors LLC |
13 |
- |
2024-03-31 |
64,546 |
$2,607,000 |
-2,765 |
|
ADVISORY SERVICES NETWORK, LLC |
361 |
- |
2023-12-31 |
65,776 |
$2,547,000 |
-7,618 |
|
Cetera Investment Advisers |
698 |
- |
2023-12-31 |
64,678 |
$2,504,000 |
2,462 |
|
MARINER WEALTH ADVISORS, LLC |
1011 |
- |
2023-12-31 |
57,384 |
$2,222,000 |
-3,848 |
|
Rockefeller Capital Management L.P. |
888 |
- |
2023-12-31 |
54,440 |
$2,108,000 |
-80 |
|
ATRIA INVESTMENTS LLC |
598 |
- |
2023-12-31 |
51,294 |
$1,986,000 |
-7,013 |
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1214 |
- |
2023-12-31 |
49,748 |
$1,926,000 |
-294 |
|
BB&T CORP |
1257 |
- |
2023-12-31 |
49,454 |
$1,915,000 |
37,896 |
|
MULTIFINANCIAL SECURITIES CORP |
524 |
- |
2023-12-31 |
48,642 |
$1,883,000 |
-6,430 |
|
FINANCIAL NETWORK |
989 |
- |
2023-12-31 |
48,559 |
$1,880,000 |
23,612 |
|
AE Wealth Management LLC |
925 |
- |
2023-12-31 |
47,406 |
$1,858,000 |
10,909 |
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Sowell Financial Services LLC |
|
- |
2023-12-31 |
47,370 |
$1,834,000 |
-2,986 |
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LPL FINANCIAL CORP |
2509 |
- |
2023-12-31 |
44,815 |
$1,735,000 |
310 |
|
Sunbelt Securities Inc. |
111 |
- |
2024-03-31 |
42,363 |
$1,711,000 |
-4,361 |
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Keystone Wealth Services LLC |
45 |
- |
2024-03-31 |
42,325 |
$1,710,000 |
-4 |
|
Echo Wealth Management LLC |
21 |
- |
2023-12-31 |
41,403 |
$1,600,000 |
-74,226 |
|
Spire Wealth Management |
270 |
- |
2023-12-31 |
40,677 |
$1,588,000 |
37,683 |
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JANE STREET GROUP LLC |
2726 |
*New |
2023-12-31 |
38,985 |
$1,509,000 |
38,985 |
|
Atria Wealth Solutions Inc. |
694 |
- |
2023-12-31 |
38,790 |
$1,502,000 |
-5,605 |
|
JANNEY MONTGOMERY SCOTT LLC |
1290 |
- |
2023-12-31 |
34,211 |
$1,325,000 |
20,200 |
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Clear Creek Financial Management LLC |
|
- |
2023-12-31 |
34,076 |
$1,319,000 |
1,187 |
|
H D Vest Advisory Services |
641 |
- |
2023-12-31 |
31,981 |
$1,238,000 |
199 |
|
PROEQUITIES INC. |
232 |
- |
2023-12-31 |
31,877 |
$1,234,000 |
-2,297 |
|
TOWNSQUARE CAPITAL LLC |
540 |
- |
2023-12-31 |
31,799 |
$1,231,000 |
6,801 |
|
Goss Wealth Management LLC |
914 |
- |
2023-12-31 |
25,803 |
$1,006,000 |
1,728 |
|
Ignite Planners LLC |
85 |
- |
2024-03-31 |
23,636 |
$954,000 |
0 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
152 |
- |
2023-12-31 |
23,485 |
$909,000 |
0 |
|
Sage Capital Advisorsllc |
67 |
- |
2024-03-31 |
21,607 |
$873,000 |
0 |
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1ST SOURCE BANK |
149 |
- |
2023-12-31 |
19,637 |
$760,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1367 |
- |
2024-03-31 |
18,077 |
$730,000 |
6,127 |
|
Virtue Capital Management LLC |
141 |
- |
2023-12-31 |
17,380 |
$667,000 |
728 |
|
Lakeridge Wealth Management LLC |
40 |
- |
2023-12-31 |
17,007 |
$659,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
314 |
- |
2023-12-31 |
16,635 |
$644,000 |
0 |
|
Integrity Financial Corp /WA |
50 |
- |
2023-12-31 |
14,925 |
$578,000 |
5,983 |
|
Schwallier Wealth Management LLC |
23 |
- |
2023-12-31 |
14,300 |
$554,000 |
0 |
|
CITADEL ADVISORS LLC |
3576 |
- |
2023-12-31 |
13,208 |
$511,000 |
-6,806 |
|
Icon Wealth Advisors LLC |
191 |
- |
2023-12-31 |
13,064 |
$506,000 |
0 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
72 |
*New |
2023-12-31 |
12,814 |
$492,000 |
12,814 |
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SNS Financial Group LLC |
|
- |
2023-12-31 |
12,658 |
$490,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1765 |
- |
2023-12-31 |
12,566 |
$487,000 |
6,895 |
|
Icon Wealth Partners LLC |
178 |
- |
2023-09-30 |
13,064 |
$464,000 |
0 |
|
OLD MISSION CAPITAL LLC |
639 |
- |
2023-12-31 |
11,959 |
$463,000 |
-43,719 |
|
Financial Network Wealth Advisors LLC |
53 |
- |
2023-12-31 |
11,923 |
$462,000 |
0 |
|
Donald L. Hagan LLC |
78 |
- |
2024-03-31 |
10,190 |
$412,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3088 |
- |
2023-12-31 |
9,846 |
$381,000 |
9,846 |
|
NBC SECURITIES INC. |
521 |
- |
2024-03-31 |
9,310 |
$376,000 |
-3,776 |
|
Beacon Pointe Advisors LLC |
984 |
- |
2023-12-31 |
9,440 |
$366,000 |
0 |
|
Mayfair Advisory Group LLC |
79 |
- |
2024-03-31 |
8,797 |
$355,000 |
-22,366 |
|
WEDBUSH MORGAN SECURITIES INC |
715 |
- |
2023-12-31 |
8,700 |
$337,000 |
-285 |
|
Integrated Wealth Concepts LLC |
1196 |
- |
2023-12-31 |
8,614 |
$334,000 |
-2,566 |
|
SageView Advisory Group LLC |
430 |
- |
2023-12-31 |
8,000 |
$314,000 |
0 |
|
American Planning Services Inc. |
35 |
- |
2023-12-31 |
7,569 |
$293,000 |
-1,592 |
|
Vivaldi Capital Management LLC |
173 |
- |
2023-12-31 |
7,315 |
$288,000 |
0 |
|
Commonwealth Financial Services LLC |
140 |
- |
2023-12-31 |
7,191 |
$278,000 |
-5,536 |
|
BCJ Capital Management LLC |
259 |
*New |
2023-12-31 |
6,578 |
$255,000 |
6,578 |
|
Benchmark Investment Advisors LLC |
269 |
*New |
2023-12-31 |
6,578 |
$255,000 |
6,578 |
|
Signal Advisors Wealth LLC |
251 |
*New |
2024-03-31 |
6,320 |
$255,000 |
6,320 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
160 |
*New |
2023-12-31 |
6,507 |
$252,000 |
6,507 |
|
Ameritas Advisory Services LLC |
621 |
- |
2023-12-31 |
6,107 |
$241,000 |
-6,985 |
|
Delta Investment Management LLC |
177 |
- |
2023-12-31 |
6,079 |
$235,000 |
-3,042 |
|
Capital Asset Advisory Services LLC |
295 |
- |
2024-03-31 |
5,554 |
$223,000 |
0 |
|
AXXCESS WEALTH MANAGEMENT LLC |
755 |
- |
2023-12-31 |
5,554 |
$215,000 |
-11,053 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1081 |
*New |
2023-12-31 |
5,400 |
$209,000 |
5,400 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
589 |
- |
2023-12-31 |
3,076 |
$119,000 |
0 |
|
ROYAL BANK OF CANADA |
4879 |
- |
2023-12-31 |
2,904 |
$112,000 |
-7,368 |
|
Steward Partners Investment Advisory LLC |
1649 |
*New |
2023-12-31 |
2,795 |
$108,000 |
2,795 |
|
MTM Investment Management LLC |
199 |
- |
2023-12-31 |
2,095 |
$81,000 |
-1,000 |
|
DHJJ Financial Advisors Ltd. |
238 |
- |
2024-03-31 |
1,525 |
$62,000 |
0 |
|
VIMA LLC |
100 |
- |
2023-12-31 |
1,462 |
$57,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
344 |
- |
2024-03-31 |
1,180 |
$48,000 |
-800 |
|
SOA Wealth Advisors LLC. |
317 |
- |
2024-03-31 |
1,151 |
$46,000 |
0 |
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Creekmur Asset Management LLC |
|
- |
2023-12-31 |
1,186 |
$46,000 |
0 |
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PRINCIPAL SECURITIES INC. |
1511 |
- |
2023-12-31 |
1,150 |
$45,000 |
0 |
|
MORGAN STANLEY |
6137 |
- |
2023-12-31 |
690 |
$27,000 |
0 |
|
Larson Financial Group LLC |
1025 |
- |
2023-12-31 |
233 |
$9,000 |
0 |
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Impact Partnership Wealth LLC |
681 |
*New |
2023-12-31 |
46 |
$2,000 |
46 |
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UBS Group AG |
7125 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,201 |
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TRUSTCORE FINANCIAL SERVICES LLC |
998 |
*Closed |
2022-12-31 |
0 |
$0 |
-4,272 |
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Authentikos Wealth Advisory LLC |
182 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,518 |
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Foundations Investment Advisors LLC |
717 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,718 |
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FIRST HEARTLAND CONSULTANTS INC |
361 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,631 |
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SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6319 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,724 |
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Vertex Planning Partners LLC |
157 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,247 |
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HIGHTOWER ADVISORS, LLC |
3486 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,943 |
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Main Street Financial Solutions LLC |
455 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,300 |
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Strategic Blueprint LLC |
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*Closed |
2023-12-31 |
0 |
$0 |
-6,500 |
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98 Records found
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