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Get Institutions for : 
Citigrp Fdng Eqty Intel (EDF)  
$5.37 0.12 (2.29%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    10
Total shares held : 
 2,780,992  
% of shares held : 
 17.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 752,774  
% of shares held change : 
   4.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $4.36  
Last Quarter's Ending Price : 
 $4.31  
Last Quarter's Average Price : 
 $4.12  
Change from last quarter's     
avg. price to the last closing  : 
1.25 (30.34%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 907,935
 32.65%
 
Increased Positions :
15
 421,817
 15.17%
 
Unchanged Positions :
5
 14,100
 0.51%
 
Decreased Positions :
4
-537,978
-19.34%
 
Closed Positions :
4
-39,000
-1.4%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 4229 - 2023-12-31 620,710 $2,675,000 -529,560
   WOLVERINE ASSET MANAGEMENT LLC 233 *New 2023-12-31 297,800 $1,284,000 297,800
   Goss Wealth Management LLC 845 - 2023-12-31 276,406 $1,206,000 141,965
   Kestra Advisory Services LLC 1078 *New 2023-12-31 251,507 $1,084,000 251,507
   WEDBUSH MORGAN SECURITIES INC 402 - 2023-12-31 181,168 $781,000 30,372
   LPL FINANCIAL CORP 3336 - 2023-12-31 160,111 $690,000 -1,425
   Dynamic Advisors Solutions LLC 527 - 2024-03-31 125,737 $680,000 -5,540
   Moors & Cabot Inc. 406 - 2023-12-31 138,842 $598,000 80,092
   SHAKER FINANCIAL SERVICES, LLC 128 *New 2023-12-31 74,783 $322,000 74,783
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 561 *New 2023-12-31 71,871 $310,000 71,871
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2807 - 2024-03-31 56,724 $307,000 21,917
   Arlington Capital Management Inc. 65 - 2024-03-31 54,295 $294,000 2,901
   JANNEY MONTGOMERY SCOTT LLC 2316 *New 2023-12-31 57,838 $249,000 57,838
   UBS Group AG 4450 - 2023-12-31 55,128 $238,000 22,903
   ADVISORY SERVICES NETWORK, LLC 1279 - 2023-12-31 45,645 $197,000 24,757
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4900 *New 2023-12-31 45,028 $194,000 45,028
   NOMURA HOLDINGS INC 905 - 2023-12-31 38,723 $167,000 38,723
   SFI Advisors LLC 84 - 2023-12-31 35,713 $154,000 10,041
   MELFA WEALTH MANAGEMENT LLC 174 - 2024-03-31 26,788 $145,000 0
   CENTAURUS FINANCIAL INC. 701 *New 2023-12-31 28,969 $125,000 28,969
   ROYAL BANK OF CANADA 4863 - 2023-12-31 26,592 $115,000 21,632
   CoreCap Advisors LLC 586 *New 2023-12-31 19,882 $86,000 19,882
   ENVESTNET ASSET MANAGEMENT INC 3941 *New 2023-12-31 16,614 $72,000 16,614
   VIRTU FINANCIAL LLC 1102 *New 2023-12-31 16,395 $71,000 16,395
   STIFEL FINANCIAL CORP 3180 - 2023-12-31 15,997 $69,000 268
   Atria Wealth Solutions Inc. 1851 - 2023-12-31 14,753 $64,000 14,753
   M3 Advisory Group LLC 102 - 2023-12-31 14,200 $61,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1151 - 2023-12-31 13,705 $59,000 346
   CREATIVE FINANCIAL DESIGNS INC /ADV 657 - 2023-12-31 13,000 $56,000 0
   RAYMOND JAMES & ASSOCIATES 3722 - 2024-03-31 10,343 $56,000 0
   J.W. COLE ADVISORS INC. 799 *New 2023-12-31 12,182 $53,000 12,182
   Advisor Group Holdings Inc. 4871 - 2023-12-31 11,618 $50,000 -3,214
   CREATIVE PLANNING 2629 *New 2023-12-31 11,501 $50,000 11,501
   MULTIFINANCIAL SECURITIES CORP 1720 *New 2023-12-31 10,074 $43,000 10,074
   BANK OF AMERICA CORP /DE/ 5647 - 2023-12-31 4,983 $21,000 2,468
   WELLS FARGO & CO/MN 5243 - 2023-12-31 1,385 $6,000 -3,779
   TCTC HOLDINGS, LLC 457 - 2023-12-31 600 $3,000 0
   PROEQUITIES INC. 2679 - 2023-12-31 0 $0 0
   BELLEVUE ASSET MANAGEMENT LLC 468 *Closed 2024-03-31 0 $0 -400
   COMERICA BANK 3701 *Closed 2023-12-31 0 $0 -1,205
   Larson Financial Group LLC 1883 - 2023-12-31 100 $0 0
   TWO SIGMA SECURITIES LLC 1902 *Closed 2023-12-31 0 $0 -27,584
   Sunbelt Securities Inc. 1757 *Closed 2024-03-31 0 $0 -1,724
  43 Records found
  1    
  Page 1 of 1
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