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Get Institutions for : 
Davis Select Worldwide (DWLD)  
$34.30 0.00 (0.00%) as of 4:30 Mon 3/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    2
Total shares held : 
 5,356,269  
% of shares held : 
 49.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -59,220  
% of shares held change : 
   -0.55%  
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 :
4
 38,072
 0.71%
 
Increased Positions :
14
 201,588
 3.76%
 
Unchanged Positions :
5
 103,131
 1.93%
 
Decreased Positions :
20
-113,066
-2.11%
 
Closed Positions :
6
-185,814
-3.47%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 2061 - 2024-03-31 104,917 $3,409,000 -7,609
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1674 - 2024-03-31 56,190 $1,826,000 -706
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 795 - 2023-12-31 60,242 $1,784,000 -801
   ENVESTNET ASSET MANAGEMENT INC 2540 - 2023-12-31 59,614 $1,766,000 -2,357
   Rockefeller Capital Management L.P. 951 - 2023-12-31 59,436 $1,761,000 -2,019
   CAPTRUST FINANCIAL ADVISORS 970 - 2023-12-31 58,177 $1,723,000 -13,741
   DAVIDSON D A & CO 640 - 2023-12-31 41,440 $1,227,000 -2,704
   Lunt Capital Management Inc. 38 - 2024-03-31 37,718 $1,225,000 -22,184
   Stratos Wealth Partners LTD. 674 - 2024-03-31 27,556 $895,000 -3,372
   FINANCIAL NETWORK 1561 - 2023-12-31 25,579 $758,000 -206
   CLS INVESTMENT FIRM LLC 889 - 2022-12-31 26,262 $653,000 -4,204
   BB&T CORP 1872 - 2023-12-31 18,425 $546,000 -100
   Private Advisor Group LLC 1472 - 2024-03-31 16,395 $533,000 -232
   JANE STREET GROUP LLC 4240 - 2023-12-31 12,572 $372,000 -71,083
   Diligent Investors LLC 253 - 2024-03-31 9,420 $306,000 -82
   CREATIVE PLANNING 2208 - 2023-12-31 8,503 $252,000 -791
   COMERICA BANK 2641 - 2023-12-31 2,122 $63,000 -109
   CWM LLC 2366 - 2024-03-31 1,315 $43,000 -41
  18 Records found
  1    
  Page 1 of 1
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