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Get Institutions for : 
Global X Fds (EDOC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    6
Total shares held : 
2,092,600  
% of shares held : 
2.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -19  
Amount of shares held : 
-1,749,842  
% of shares held change : 
  -1.94%  
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 :
2
 10,826
 0.52%
 
Increased Positions :
6
 117,259
 5.6%
 
Unchanged Positions :
16
 37,928
 1.81%
 
Decreased Positions :
19
-1,780,174
-85.07%
 
Closed Positions :
8
-97,753
-4.67%
 
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
   DAIWA SECURITIES GROUP INC. 141 - 2023-12-31 1,205,000 $12,195,000 -1,500,000
   JANE STREET GROUP LLC 2471 - 2023-12-31 189,331 $1,916,000 -159,892
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2073 - 2023-12-31 165,519 $1,675,000 94,083
   Insight Advisors LLC/ PA - 2023-12-31 104,937 $1,062,000 -15,943
   Kestra Advisory Services LLC 1203 - 2023-12-31 84,267 $853,000 -171
   BANK OF MONTREAL /CAN/ 1752 - 2023-12-31 77,211 $794,000 -18,145
   LPL FINANCIAL CORP 3647 - 2023-12-31 46,575 $471,000 -2,299
   CITADEL ADVISORS LLC 3807 - 2023-12-31 39,623 $401,000 10,343
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 35,000 $354,000 -21,000
   RAYMOND JAMES & ASSOCIATES 3491 - 2024-03-31 23,828 $227,000 -1,525
   Levy Wealth Management Group LLC 104 - 2024-03-31 15,285 $155,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 974 - 2023-12-31 14,367 $145,000 6,972
   BANK OF AMERICA CORP /DE/ 5165 - 2023-12-31 13,519 $137,000 669
   Intrepid Financial Planning Group LLC 115 - 2023-12-31 10,305 $104,000 0
   MORGAN STANLEY 5795 - 2023-12-31 8,504 $86,000 -6,079
   ROYAL BANK OF CANADA 5050 - 2023-12-31 8,190 $83,000 -1,691
   GeoWealth Management LLC 598 - 2023-12-31 7,765 $78,000 -2,711
   Qube Research & Technologies Ltd 2890 - 2023-12-31 5,156 $52,000 -201
   TOWER RESEARCH CAPITAL LLC 3144 - 2023-12-31 4,826 $49,000 3,717
   BARCLAYS PLC 3752 - 2023-12-31 3,092 $31,000 0
   Banque Cantonale Vaudoise 865 - 2024-03-31 2,289 $22,000 -279
   J P MORGAN CHASE & CO 4973 - 2023-12-31 1,720 $17,000 0
   Advisor Group Holdings Inc. 5536 - 2023-12-31 1,520 $15,000 -1,998
   BAYSTATE WEALTH MANAGEMENT LLC 654 - 2023-12-31 1,359 $14,000 0
   Future Financial Wealth Managment LLC 387 *New 2024-03-31 1,400 $13,000 1,400
   PNC FINANCIAL SERVICES GROUP INC 3628 - 2023-12-31 1,085 $11,000 0
   UBS Group AG 6073 - 2023-12-31 1,021 $10,000 -48,504
   NATIONAL BANK OF CANADA /FI/ 2019 - 2023-12-31 940 $9,000 0
   SIMPLEX TRADING LLC 1888 - 2024-03-31 1,000 $9,000 -564
   Richard W. Paul & Associates LLC - 2023-12-31 824 $8,000 -39
   Tradition Wealth Management LLC 1035 *New 2023-12-31 800 $8,000 800
   Y.D. More Investments Ltd 328 - 2023-12-31 650 $7,000 0
   Aspire Private Capital LLC 460 - 2024-03-31 660 $6,000 -37
   Covestor Ltd 1779 - 2023-12-31 364 $4,000 -37
   Larson Financial Group LLC 1253 - 2023-12-31 274 $3,000 0
   Migdal Insurance & Financial Holdings Ltd. 461 - 2023-12-31 215 $2,000 0
   Ritter Daniher Financial Advisory LLC / DE 313 - 2023-12-31 200 $2,000 0
   VAN ECK ASSOCIATES CORP 1382 - 2023-12-31 177 $2,000 0
   VALLEY NATIONAL ADVISERS INC 1045 - 2024-03-31 145 $1,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1525 - 2023-12-31 100 $1,000 0
   PROEQUITIES INC. 4747 - 2023-12-31 0 $0 0
   Arete Wealth Advisors LLC 746 *Closed 2023-12-31 0 $0 -11,050
   Change Path LLC 631 *Closed 2023-12-31 0 $0 -13,660
   COMMONWEALTH EQUITY SERVICES LLC. 3896 *Closed 2023-12-31 0 $0 -33,414
   JJJ Advisors Inc. 1085 - 2024-03-31 26 $0 0
   SANDY SPRING BANK *Closed 2023-12-31 0 $0 -345
   IHT Wealth Management LLC 1026 *Closed 2023-12-31 0 $0 -12,281
   CWM LLC 4563 *Closed 2024-03-31 0 $0 -2,500
   Elevated Capital Advisors LLC 186 *Closed 2024-03-31 0 $0 -10,026

  49 Records found
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